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碩益科技股份有限公司 SOE Technology Inc.

利用微軟 Power Platform 低程式碼技術打造自動化簽核平台,無縫整合 SAP 核心系統,快速落實表單數位化與標準化作業流程。

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Q:如何快速將企業紙本表單轉為數位流程

A:碩益科技利用 Microsoft Power Platform。透過 Power Apps 快速開發企業級行動表單,結合 Power Automate 實現自動化簽核,縮短行政週期,邁向無紙化數位運作

 

Q:如何實現 Power Platform 與 SAP 的高度整合

A:透過標準 SAP Connector 與 API。碩益科技專業團隊能穩定串接 SAP 資料,讓使用者在 Power Apps 介面即可完成庫存查詢或單據核決,提升 ERP 系統的易用性與行動化能力

 

Q:低程式碼開發 (Low-code) 如何縮短數位轉型時程

A:減少編寫複雜程式的需求。碩益科技協助企業業務部門自行開發簡單工具,或是由我們專業顧問快速產出原型,加速表單數位化,讓轉型策略能在數週內看見顯著成效

 

Q:碩益科技如何提供專業的 Power Platform 顧問服務

A:我們結合 SAP 流程優化與微軟技術。針對企業特有簽核邏輯設計自動化腳本,提供完整的技術諮詢與內部培訓,確保數位化表單符合資安規範(如 Microsoft Entra ID 驗證)

 

Q:如何利用流程監控儀表板優化營運效能

A:透過 Power BI 整合 Power Automate 數據。碩益科技協助企業視覺化簽核時效,找出流程卡關點,精確調整作業標準流程,達成數據驅動的流程優化與數位轉型品質管理

 

Q:

A:

Paper and Excel forms are widespread, with inconsistent versions across departmentsScattered workflow is hard to manage
  • Different systems and Excel files operate independently
  • Workflow versions cannot be effectively controlled
  • Querying historical records is time-consuming and labor-intensive
  • Difficult to establish standardized workflows

 

Workflow status scattered across emails and verbal reportsApproval workflow is opaque and hard to track
  • Managers cannot know the current workflow status
  • Applicants can only passively follow up
  • IT finds it difficult to resolve workflow issues
  • Management lacks a holistic view
Each country calculates currency and exchange rates independentlyCross-border multi-currency workflow is hard to manage
  • Inconsistent exchange rate maintenance leads to errors
  • Each site performs its own Excel conversions
  • Financial consolidation is time-consuming and error-prone
  • Unable to grasp cost impact in real time
Adjusting stages, roles, and amount thresholds is labor-intensiveWorkflow rules change frequently
  • Every update relies on IT support
  • Difficult to respond quickly to policy changes
  • Documents and system logic are often out of sync
  • Causes user confusion during operation
Each process is developed separately, leading to redundant investmentsFragmented system integration and high costs
  • Legacy systems struggle to support new requirements
  • API development lacks a shared framework
  • Forms and workflow components cannot be reused
  • Maintenance costs increase year by year
Unable to quantify process performance and bottlenecksLack of process data and analytical visibility
  • No unified process dashboard
  • Auditing and tracing consume excessive manpower
  • Difficult to evaluate optimization results and ROI
  • Management decisions lack data support
Overview of Form Design and Workflow Management Modules
 
Module Key Features Immediate Benefits
Form Design & Mobile Forms Drag-and-drop interface with RWD and multilingual support; built-in field validation and data modeling New forms go live in days instead of weeks; smoother IT–department collaboration
Workflow Automation & Approval Engine Visual workflow editor with direct manager, role-based, group, skip approvals and permission control Personalized workflows reduce IT involvement; flexible approval and scheduling
Data & Attachment Configuration Center Centralized management of master, transaction, and variable config files with auto version history Centralized parameter maintenance reduces errors and rework; enhances auditability
Notification & Monitoring Center Notifications for pending, overdue, or stuck approvals; customizable notification flows No more lost approvals in inboxes; faster responses, lower notification risks
External System & Data Integration Center Connect ERP, databases, and third-party systems via On-premise Data Gateway; supports API and table views Integrate and write back to SAP/DB without modifying existing ERP
Delegation & Proxy Management Module soetek-built delegation module with deadline and multi-proxy support Approvals continue during leave or reassignment; avoids workflow stagnation
Platform Governance & Access Control Module Integrated with Azure AD / Microsoft Entra ID RBAC Role- and country-based access meets internal control and security standards
Audit & Monitoring Dashboard Module Build workflow and anomaly dashboards using Power BI Real-time process visibility, audit tracking, SLA monitoring for continuous improvement

Business Impact

“See the Change Instantly”

Over %
Form deployment time reduced
%
Workflow modification
effort reduced
%
IT maintenance
workload reduced
%
Cross-border workflow
consistency greatly improved
%
Management decision-making time shortened
Data convergence platformConnect ERP and databases via Gateway
  • Supports mainstream systems like SAP, Oracle, SQL
  • Secure data read/write via API or views
  • Workflow results can be written back to ERP fields
  • Reduces risks of custom development and maintenance
Built-in version history and access controlCentralized management of master, transaction, and approval conditions
  • Each change automatically records version history
  • Forms and approval rules share configuration files
  • Access control by department and role hierarchy
  • Suitable for industries with strict compliance and audit requirements
IT and business can co-develop workflowsDrag-and-drop interface reduces coding dependency
  • Design approval logic using flowcharts
  • Built-in triggers and action components
  • New requirements handled via configuration, not code rewrite
  • Rapid iteration to match policy and organizational changes
Customizable notifications by workflow typeAuto-notifications for pending or stuck approvals
  • Supports various email templates and signatures
  • Add workflow links for one-click form access
  • Supports date reminders and SLA overdue alerts
  • Reduces missed approvals and manual follow-up costs
Designed with Role-Based Access ControlLogin authentication using Azure AD / Entra ID
  • Centralized permission management by role and department
  • Field-level authorization for forms and workflows
  • Supports multi-tenant and international tenant architecture
  • Integrates with SIEM for security monitoring
Import process logs and historical transaction detailsCreate monitoring dashboards with Power BI
  • Display process duration and bottlenecks
  • Switch dashboard views by department and country
  • Export details for internal control audits
  • Deep tracking via Log Analytics integration

Business Benefits

Instantly witness the change

Standardized workflows and forms across multiple countries reduce paper and email exchanges, enhancing internal control and approval transparency.
Global Luxury Group
A global cloud BPM platform covering FOC requests, contract management, material and vendor master data, HR, and internal control workflows.
Real-time visibility of work order status reduces duplicate input and paper circulation, enabling visualized management of project costs and progress.
Construction & Engineering Company
English: Full lifecycle management of projects and work orders, including initiation, creation, progress reporting, document management, and Power BI reporting.
Standardized global workflows reduce regional differences and management complexity. System-generated quotations minimize manual input errors and improve accuracy. Headquarters can monitor bid progress, business status, and personnel cost ratios in real time, enhancing management transparency. Data-driven bid performance analysis supports business decisions and optimizes pricing strategies.
IT System Integration Services
A global quotation and bidding management platform establishes a unified group workspace to centralize forms and documents across regions.
CONCLUSION

Let workflows run automatically, so people can focus on truly important decisions

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