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<title>AI 落地助手 30 天導入作戰台</title> |
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<span class="pill">PLS production delivery pack</span><span class="pill">Solution: system / project / scorecard</span> |
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<h1>AI 落地助手 30 天導入作戰台</h1> |
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<p class="sub">把「AI落地助手導入」從逾期訊號變成可驗收 30 天推進系統:整合 AI Coach、AgentERP、FDE 三大產品線,產出可打開成果、3 個以上 action items、真實使用回填證據,最後做 D30 續行/暫停/換 owner/升級系統決策。</p> |
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<div class="card"><div class="metric ok">3</div><div class="label">D30 至少 3 件可打開/可執行成果</div></div> |
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<div class="card"><div class="metric">1200萬</div><div class="label">季度營收 North Star</div></div> |
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<div class="card"><div class="metric warn">80%</div><div class="label">逾期待辦清除率目標</div></div> |
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<div class="card"><div class="metric">D30</div><div class="label">續行 / 暫停 / 換 owner / 升級系統</div></div> |
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<h2>本輪任務</h2> |
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<p>目前母專案的問題不是缺想法,而是缺「可驗收導入節奏」。本輪把 AI Coach、AgentERP、FDE 拆成同一個 30 天 adoption operating system:每條線都有 owner、D7 artifact、使用證據、營收假設與 D30 決策。</p> |
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<span class="pill">Owner: Louis</span><span class="pill">Cadence: daily</span><span class="pill">Acceptance: 3 artifacts + 3 evidence</span> |
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<h2>解法選型</h2> |
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<p><strong>system / project / scorecard / agent</strong>。AI 導入不是一次性文件;需要把產品、客戶、owner、使用證據、營收 pipeline、風險與 D30 決策串成可追蹤系統。</p> |
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<h2>D1 / D7 / D14 / D30</h2> |
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<div class="card"><h3>D1</h3><p>建立三線產品矩陣、owner、客戶場景、資料欄位、第一批 action items。</p></div> |
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<div class="card"><h3>D7</h3><p>每條線至少 1 件可打開成果:AI Coach demo、AgentERP workflow、FDE playbook。</p></div> |
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<div class="card"><h3>D14</h3><p>取得 1 次真實使用/回填證據,開始測 NPS、願付費率、pipeline 金額。</p></div> |
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<div class="card"><h3>D30</h3><p>完成 3 件成果、3 筆採用證據與決策:續行、暫停、換 owner 或升級系統。</p></div> |
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<h2>Purpose-to-Purpose E2E</h2> |
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<div class="step"><strong>原始目的</strong>讓 AI 落地助手變成可營收、可導入、可證明的產品系統。</div> |
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<div class="step"><strong>產出物</strong>30 天作戰台、資料模型、API、scorecard、people sync。</div> |
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<div class="step"><strong>人採用</strong>Owner 每日看板,產品線每週交 artifact,客戶回填使用證據。</div> |
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<div class="step"><strong>指標改善</strong>成果數、採用證據、逾期清除率、pipeline、營收。</div> |
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<div class="step"><strong>錢路徑</strong>三線產品組合包導向季度 1200 萬,保留能成交的線,砍掉空轉線。</div> |
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<h2>三線產品導入矩陣</h2> |
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<thead><tr><th>產品線</th><th>D7 artifact</th><th>D14 evidence</th><th>D30 decision</th></tr></thead> |
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<tr><td>AI Coach</td><td>Coach onboarding demo + rubric</td><td>1 位內部/客戶使用回填</td><td>續行或換場景</td></tr> |
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<tr><td>AgentERP</td><td>Lead-to-cash 或 source-to-pay workflow spec</td><td>1 條企業流程試跑證據</td><td>升級系統或暫停</td></tr> |
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<tr><td>FDE</td><td>FDE delivery playbook + 客戶 discovery 表</td><td>1 個客戶場景與付費假設</td><td>指定 owner 與 pipeline</td></tr> |
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<h2>資料 / API / 權限</h2> |
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<p><strong>Tables:</strong> <code>ai_adoption_projects</code>, <code>product_workstreams</code>, <code>adoption_artifacts</code>, <code>usage_evidence</code>, <code>action_items</code>, <code>d30_decisions</code>.</p> |
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<p><strong>APIs:</strong> <code>POST /ai-adoption/workstreams</code>, <code>POST /ai-adoption/evidence</code>, <code>GET /ai-adoption/scorecard</code>, <code>POST /ai-adoption/d30-decision</code>.</p> |
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<p><strong>Permissions:</strong> owner 決策;product owner 上傳成果;customer-facing owner 回填證據;finance 看 pipeline/營收。</p> |
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<div class="card"><h2>驗收</h2><p>D30 以前至少 3 件 openable artifact、3 筆採用/回填證據、80% 逾期待辦清除率、1 個明確決策。</p></div> |
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<div class="card"><h2>人的能力提升</h2><p>Owner 從「知道要導入 AI」升級成會判斷哪條線有營收、哪條線要停損、誰要負責。</p></div> |
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<div class="card"><h2>下一輪</h2><p>做成 PLS dashboard:自動拉 action items、artifact、LINE evidence、pipeline,產出 D30 decision pack。</p></div> |
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<h2>Market Maturity Inputs</h2> |
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<p>McKinsey 指出 agentic AI 正從實驗走向擴張,但多數企業仍卡在 pilot 到 scaled impact 的轉換:<a href="https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai">McKinsey State of AI 2025</a>.</p> |
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<p>UiPath 與 Deloitte 的 Agentic ERP 強調從 task automation 走向端到端流程 orchestration,對應 AgentERP 產品線:<a href="https://www.uipath.com/newsroom/uipath-expands-alliance-with-deloitte-for-agentic-erp">UiPath Agentic ERP</a>.</p> |
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<p>Epicor 2026 推出 AI-driven 90-day ERP go-live,顯示企業 AI/ERP 導入成熟標準正在壓縮到 90 天以內、強調 time-to-value:<a href="https://www.epicor.com/en-us/newsroom/news-releases/epicor-delivers-90-day-cloud-go-lives/">Epicor 90-day ERP</a>.</p> |
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