Training Objective
The training aims to enhance customer collaboration, improve system proficiency, and drive business growth through the following objectives:
- Strengthen collaboration with customers by enhancing their trust in the low-code collaborative application through training, thereby increasing customer satisfaction.
- Improve the operational skills of key customer personnel, enabling them to master core configuration and optimization techniques to enhance efficiency.
- Attract potential customers by showcasing system advantages, expanding market reach, and enhancing competitiveness.
- Promote the features of the latest version of the low-code collaborative application system, ensuring customers are familiar with new functionalities and improving system applicability.
- Identify customer needs to create additional business opportunities and drive growth.
Training Sessions
29 April 2025
30 May 2025
27 June 2025
25 July 2025
29 Aug 2025
26 Sep 2025
31 Oct 2025
28 Nov 2025
29 April 2025
Standard Configuration of the Low-Code Collaborative Application System (Trainer: Leong Yong cai)
30 May 2025
Advanced Configuration of the Low-Code Collaborative Application (Trainer: Jonus Wang)
27 June 2025
Application of the Subcontract and Procurement Management (Trainer: Seven Wang)
25 July 2025
Practical Application of the Contract Management System (Trainer: Erica Wu)
29 Aug 2025
26 Sep 2025
Practical Application of the Onsite & Asset/Inventory Module (PC & Mobile Apps) (Trainer: Seven Wang)
31 Oct 2025
Practical Application of the Expense and Budget System (Erica Wu）
28 Nov 2025
Application of the Budget & Cost Modules (Trainer: Seven Wang)
Registration opens
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Round up
Session 1: Standard Configuration of the Low-Code Collaborative Application System
This session will focus on equipping users with fundamental skills for configuring the low-code collaborative application system, enabling them to establish essential enterprise management modules. The training will cover three key areas: form design, business relationship settings, and report design. Participants will first learn about form design, including an introduction to basic and approval forms, form controls, and the usage of menu publishing. Next, the session will explore business relationship settings, explaining data associations, business process configurations, and data flow settings to ensure seamless system integration. Lastly, the report design segment will introduce detail and statistical reports, covering the configuration of report fields, data source analysis, data filtering, and dynamic report design and export. Additionally, this session will introduce the Intelligent Email Dispatch feature, which allows the system to send automated emails upon the completion of business processes or data updates. Users will learn how to customize email content and attachments, enhancing communication efficiency.
Session 2: Advanced Configuration of the Low-Code Collaborative Application
This session aims to enhance users’ proficiency in advanced system functions, enabling them to meet complex business requirements effectively. The training will cover key topics such as custom control properties, advanced formulas, and permission controls. Participants will gain a detailed understanding of custom control property settings, advanced formula applications, and permission control conditions to optimize system functionality. Additionally, the session will explore multi-view node binding, advanced button permissions, approval processes, approval node data, automated archiving, and backend management, ensuring users can efficiently configure and manage intricate workflows.
An additional feature covered in this session is Secure Login Assurance, which introduces email-based two-factor authentication for system login and email dispatch. This security measure helps prevent account theft and ensures information security, enhancing the system’s overall reliability.
Session 3: Application of the Subcontract and Procurement Management
Payment Approval and Reconciliation Management:
Demonstration of planning subcontract and procurement payments, configuring approval workflows, and performing supplier reconciliations to ensure payment accuracy and financial compliance.
Inventory Management and Real-Time Monitoring:
Showcase the full process from goods receipt to stock-in and stock-out tracking, ensuring real-time inventory data accuracy and improving material management.
Data Analysis and Report Generation:
Demonstration of how to generate statistical reports related to subcontracting and procurement using the system to improve data transparency and support project and financial decision-making.
Session 4: Practical Application of the Contract Management System
Contracts play a crucial role in business transactions, and an efficient contract management system can streamline operations while reducing risks. This session will introduce participants to the contract management module of the low-code collaborative application system, which enables full-process digital control—from drafting to approval, execution, and archiving.
The training aims to equip customers with the necessary skills to effectively manage the contract lifecycle, ensuring improved collaboration efficiency and risk mitigation. By mastering this module, users will be able to digitize contract workflows, automate approval processes, track contract statuses, and securely store documents, ultimately enhancing overall management efficiency.
- Contract Drafting Assistance: Techniques for using contract templates, applying association rules for auto-filling key information, reducing drafting time, and ensuring accuracy.
- Customized Approval Workflows: Analysis of key considerations in approval workflow customization, including nodes, permissions, and conditions to optimize approval efficiency.
- Dynamic Contract Archiving and Tracking: Introduction to digital contract archives, key milestone tracking, and data retrieval for contract management.
- Precise Payment Control: Demonstration of payment processing, ensuring accurate matching between planned and actual payments, status updates, and report generation.
- Data Insights and Decision Support: Presentation of contract data analysis, generation of statistical reports and charts to support managerial decision-making.
Session 5: UI/UX Optimization Configuration
This session focuses on optimizing the system interface and enhancing the user experience through UI/UX configurations. Participants will learn how to improve ease of use by refining report data display conditions, including filtering settings, view optimization, and dynamic data presentation. The session will also cover page layout customization for forms and reports, ensuring better readability and usability.
Additional topics include menu icons and application binding, allowing users to personalize menu categories and icons, as well as login page and theme customization, which enables branding adjustments such as company logos, color schemes, and interface styles. The session will also guide participants through dashboard design, configuring quick-access modules, and optimizing the dashboard layout for efficiency. Furthermore, portal design will be explored, focusing on layout customization, module selection, and dynamic content display settings.
An additional feature covered in this session is Professional Report Printing, which integrates Crystal Reports, a business intelligence tool within the low-code collaborative application system. This feature enables users to design and generate complex reports and printing templates, catering to financial and sales reporting needs.
Session 6: Practical Application of the Onsite & Asset/Inventory Module (PC & Mobile Apps)
Topic: Integrated Management via Desktop and Mobile — Onsite and Asset/Inventory Digitalization
Introduction:
The Onsite management module enables efficient digital control of construction sites through seamless collaboration between desktop and mobile platforms. Combined with the asset and inventory management features, the low-code collaborative application system streamlines equipment tracking, real-time data synchronization, remote approvals, and issue resolution—enhancing operational transparency, safety, and resource efficiency on construction projects.
Training Objectives:
Equip participants to operate the Onsite module through both desktop and mobile devices, while mastering full-cycle asset tracking and inventory management. The session aims to build capabilities in data synchronization, task approval, problem resolution, and real-time inventory control—laying the foundation for digital site supervision and resource optimization.
System Interface and Basic Operations:
Introduction to the desktop and mobile interfaces of the Onsite module, including common functions and navigation to improve user proficiency.
Real-Time Data Synchronization and Inventory Monitoring:
Demonstration of how site data and inventory records synchronize in real time between devices and backend systems, ensuring accuracy and efficient collaboration.
Remote Approval and Task Management:
Setup and execution of online approval workflows for materials, changes, and tasks—enabling fast response and streamlined field coordination.
Asset Lifecycle and Inventory Control:
End-to-end management of asset registration, transfer, maintenance, depreciation, disposal, and inventory stock movements for better resource optimization.
Issue Tracking, Reporting, and Data Analytics:
How to log, assign, and monitor site issues, generate real-time reports, and analyze field and inventory data to support smarter decision-making.
Session 7: Practical Application of the Expense and Budget System
Effective expense and budget management are crucial for maintaining financial stability and optimizing resource allocation within an enterprise. This session will introduce participants to the expense and budget module of the low-code collaborative application system, which enables digitalized lifecycle management of both general and subcontracting expenses. Through automation, real-time processing, and intelligent tools, this module facilitates precise financial management and enhances operational efficiency.
The training aims to empower customers to independently implement and optimize the expense and budget system. Participants will develop essential skills in expense processing, budget control, and data-driven decision-making, enabling them to streamline financial workflows, monitor expenditures, and ensure budget compliance with greater accuracy. Content outlines as below:
- Needs Assessment and System Planning: Guide customers in analyzing their requirements and formulating a system plan based on enterprise architecture, workflows, and objectives.
- Advanced Customization of Forms and Workflows: Introduction to designing expense request forms and budget planning sheets, including field configurations, validation rules, and layout optimization. Explanation of customized approval workflows to enable automated processing.
- Dynamic Budget Control and Alerts: Demonstration of budget planning, adjustments, and execution monitoring, including setting up alert mechanisms to ensure budget compliance.
- Data Correlation and In-Depth Analysis: Illustration of how expense and budget data are linked, along with data querying, statistical analysis, and report generation to support business decision-making.
Session 8: Application of the Budget & Cost Modules
Effective asset and procurement management is essential for optimizing enterprise operations, ensuring resource efficiency, cost control, and transparency. The Asset and Procurement Modules in the low-code collaborative application system enable end-to-end digitalization, covering processes such as equipment procurement, asset registration, usage tracking, maintenance, and approval workflows.
This session aims to equip customers with the skills to implement and optimize asset and procurement management using the system. Participants will master asset lifecycle management, procurement process control, approval workflow automation, and data transparency analysis, enabling improved decision-making, operational efficiency, and resource allocation. Content outline as below:
- Full Lifecycle Digital Asset Management: Explanation of asset registration, allocation, maintenance, depreciation management, and disposal workflows for comprehensive asset lifecycle control.
- Procurement Process Optimization and Automated Approvals: Introduction to procurement request submission, supplier management, and customized approval workflows to improve efficiency and compliance.
- Mobile Asset Inventory and Real-Time Updates: Demonstration of mobile-based asset inventory tracking, including scanning asset tags and inputting data to ensure real-time status updates and improve accuracy.
- Inventory Management and Real-Time Monitoring: Explanation of inventory ledger management, inbound and outbound tracking, and stock accuracy monitoring for optimized material management.
- Data Analysis and Reporting Applications: Introduction to generating statistical reports for asset and procurement management, enhancing the accuracy and scientific basis of decision-making.
Expected Outcomes
The training program is expected to yield several key outcomes:
- Customers will be able to independently configure and optimize the system, reducing reliance on vendor support.
- A deeper understanding of customer needs will be gained, allowing for further system optimization and expansion.
- Potential customers will gain insights into the system’s value, increasing business opportunities.
- Retention rates among existing customers will improve, and the adoption of new system features will be promoted.
Join Us
This training series will provide in-depth system knowledge and hands-on experience to help enterprises maximize efficiency, streamline operations, and drive digital transformation. Don’t miss this opportunity to elevate your expertise and leverage the full potential of our low-code collaborative application
