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
28 Mar 2025
25 April 2025
30 May 2025
28 Mar 2025
27 June 2025
25 July 2025
29 Aug 2025
26 Sep 2025
28 Mar 2025
Standard Configuration of the Low-Code Collaborative Application System (Trainer: Leong Yong cai)
25 April 2025
Advanced Configuration of the Low-Code Collaborative Application (Trainer: Jonus Wang)
30 May 2025
UI/UX Optimization Configuration (Trainer: Pedrina Wang)
28 Mar 2025
Practical Application of the Contract Management System (Trainer: Erica Wu)
27 June 2025
Practical Application of the Expense and Budget System (Trainer: Erica Wu)
25 July 2025
Practical Application of the General and Subcontracting Modules (Trainer: Seven Wang)
29 Aug 2025
Practical Application of the Onsite Module (Trainer: Seven Wang)
26 Sep 2025
Practical Application of the Asset and Procurement 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: 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 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: 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 6: Practical Application of the General and Subcontracting Modules
Managing general and subcontracting activities is a critical component of construction and engineering projects, encompassing contract execution, progress tracking, payments, and modifications. This session introduces the low-code collaborative application system as a comprehensive solution for end-to-end digital management, helping enterprises enhance operational efficiency, ensure project success, and mitigate financial and compliance risks.
The training aims to equip customers with the ability to independently manage the full lifecycle of general and subcontracting activities within the system. Participants will gain expertise in contract execution, payment approvals, variation order (VO) management, settlement, and payment collection, leveraging digitalized workflows to optimize processes and improve financial oversight. Content outline as below:
- Contract Signing and Management: Explanation of contract entry, template utilization, and approval workflows to ensure completeness and compliance.
- Progress Monitoring and On-Site Collaboration: Introduction to real-time progress tracking and comparison with contractual commitments to ensure timely project execution.
- Payment Approval and Reconciliation: Demonstration of payment approval workflows, including payment schedule creation and permission settings.
- Data Analysis and Decision Support: Illustration of how to generate statistical reports, analyze project costs and returns, and provide data-driven insights for management decision-making.
Session 7: Practical Application of the Onsite Module
Effective onsite management requires seamless collaboration between desktop and mobile platforms to ensure efficient construction workflows. The Onsite Management Module in the low-code collaborative application system enables enterprises to enhance equipment management, data synchronization, remote approvals, and issue tracking, optimizing overall management efficiency.
This session aims to equip customers with the ability to manage onsite operations through both desktop and mobile platforms. Participants will gain hands-on experience in equipment tracking, real-time data synchronization, remote approval processes, and issue resolution, empowering them to improve work efficiency and streamline digital management for onsite activities. Content outline as below:
- Fundamentals of the Onsite System: Introduction to the desktop and mobile interfaces, core functional modules, and common operations to familiarize users with the platform.
- Data Synchronization and Real-Time Sharing: Demonstration of data synchronization mechanisms to ensure real-time consistency between field operations and backend systems, enhancing collaboration.
- Remote Approvals and Task Assignments: Explanation of approval process configurations, enabling online processing of material requests, variation approvals, and other site-related tasks to enhance response speed.
- Issue Tracking and Rectification Management: Illustration of how to record and assign site issues, track rectification progress, and ensure construction quality and safety.
- Data Analysis and Report Generation: Introduction to generating reports and analyzing onsite management data to support workflow optimization and decision-making.
Session 8: Practical Application of the Asset and Procurement 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
