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Company ProfileNP / NEXTTOPEOPLE
Company Profile
NP

NP / Nexttopeople

NP helps business and IT teams turn local operating requirements into practical products, prototypes, integrations and AI-enabled workflows.

AdvisoryDesign & PrototypingAI Product FoundryIntegration
AdvisoryProduct advisory, system planning, business scenario decomposition, replacement path and ROI modeling.
PrototypeHigh-fidelity product screens, field model, role journey and pilot acceptance criteria.
AI FoundryKnowledge assistants, process copilots, agent development, document intelligence and operating analysis tools.
IntegrationSAP, Oracle, CRM, BI, WeCom, e-invoice, bank and local system integrations.
AdvisoryDesign & PrototypingAI Product FoundryIntegration
01
01 · Business ValueNP / NEXTTOPEOPLE
01 · Business Value

Strengthen China operating capabilities while keeping global core systems stable

NP ROLE

A practical operating layer between global core systems and local business needs

The goal is not to replace stable enterprise systems immediately. It is to add a controlled layer for local workflows, customer touchpoints, dashboards and AI tools.
GLOBAL CORE
StableGlobal core

SAP, Oracle, CRM and BI remain systems of record for master data, finance, audit and global reporting.

Local fitChina operating layer

Local workflows, finance links, CRM touchpoints and process tools support high-frequency execution.

CHINA OPERATING LAYER
TouchpointLocal Touchpoints

WeCom, mini-programs, event pages and local content delivery become measurable business entry points.

WorkflowProcess Automation

Invoice, bank, expense, compliance approval and exception handling become runnable workflows.

AnalyticsData & Dashboard

Local operating data is consolidated into dashboards, exception queues and management review views.

IntegrationIntegration Layer

Connects with SAP, Oracle, SFDC and Veeva through APIs, files, RPA or middleware.

AI PRODUCT LAYER
AIKnowledge Agent

Answers controlled questions from policies, SOPs, product materials and project documents.

AgentProcess Agent

Generates tasks, detects exceptions, prepares materials and triggers actions after human confirmation.

ReviewReview Agent

Performs structured checks on contracts, quality files, event materials and delivery documents.

Keep core-system stability first, then improve China operating agility.Use high-fidelity prototypes and sample data to reduce decision ambiguity.Prove value through small pilots before integration and rollout.Embed AI into workflow, permission, logs and human confirmation.
cardsNP
02
02 · Company SnapshotNP / NEXTTOPEOPLE
02 · Company Snapshot

NP: AI product advisory and foundry for business operations

01

Core business

Product advisory, system planning, product design and prototyping, AI product development, agent development, local integration and optimization.

02

Industry experience

Experience across manufacturing, healthcare, consumer goods, retail, supply chain and enterprise service scenarios.

03

System context

Practical understanding of the boundaries between global core systems, local platforms, enterprise touchpoints and analytics layers.

04

Delivery scale

Support for departmental, regional and multi-region initiatives, with bilingual delivery and collaboration across Asia, Europe and the Americas.

05

Advisory

Start from business demand, system boundaries, data readiness and pilot value to shape actionable product and system roadmaps.

06

Design & Prototyping

Use high-fidelity screens, sample data, user paths and interactive prototypes so business and IT can align before build.

07

AI Product Foundry

Build AI products and agents for knowledge assistance, process assistance, document review, quality checks and operating analysis.

08

Integration

Integrate with SAP, Oracle, CRM, BI, WeCom, local finance platforms and workflow systems to complete the China operating layer.

cardsNP
03
03 · Main ServicesNP / NEXTTOPEOPLE
03 · Main Services

Four service lines cover the path from problem framing to product delivery

Evidence Board

Services are designed as a delivery path, not a capability list

NP connects advisory, design, product development and integration into one practical route from business issue to working tool.

Start from business demand, not vendor product lists.Use high-fidelity prototypes to reduce communication cost.AI capabilities need permissions, sources, review and logs.Expand integration scope gradually based on pilot value.
Frame the problemAdvisoryBusiness scenario, system boundary, replacement path and ROI
Make it visiblePrototypeHigh-fidelity UI, workflow canvas and field model
Build the toolAI FoundryAgent, knowledge assistant, process copilot and document review
Connect systemsIntegrationSAP, Oracle, CRM, BI, WeCom and local interfaces
01

Advisory

Business capability analysis, system boundary mapping, value assessment and pilot roadmap.

  • Demand
  • Boundary
  • Roadmap
02

Design & Prototyping

High-fidelity screens, workflows, field models and demo data to confirm the solution before build.

  • Screen
  • Flow
  • Data
03

AI Product Foundry

AI assistants and agents for knowledge, process, review and analysis scenarios.

  • Assistant
  • Agent
  • Governance
04

Integration

Integration with global systems and China local platforms to make tools operational.

  • Interface
  • Permission
  • Writeback
05

Delivery Enablement

Turn pilot delivery into reusable documents, training assets, acceptance criteria and launch support mechanisms.

  • Test scripts
  • Training materials
  • Hypercare
06

Operating Improvement

Continue tracking adoption, efficiency, exceptions and business outcomes after launch to decide the next rollout scope.

  • Adoption
  • Exception closure
  • Scale path
boardNP
04
04 · Delivery LogicNP / NEXTTOPEOPLE
04 · Delivery Logic

Break down business capabilities before deciding what to keep, integrate, localize or replace

01

Assess

Map business processes, system modules, licenses, data boundaries, user pain points and risk levels.

OutputBusiness capability list, system boundary map, pain-point priority.
  • System and function inventory
  • User journey interviews
  • Data and interface readiness
02

Decouple

Separate high-frequency, strongly localized and lower-risk business capabilities before touching the global core.

OutputLayered recommendation: keep / integrate / localize / replace.
  • Keep global core
  • Complete local operations
  • Start with low-risk scenarios
03

Prototype

Validate real use with high-fidelity screens, sample data, interface assumptions, field models and role-based flows.

OutputPrototype, field table, user path and pilot acceptance criteria.
  • High-fidelity product screens
  • Field and object model
  • Role-based operation path
04

Scale

Move into permissions, audit, integration, operations, data writeback and continuous improvement.

OutputLaunch plan, integration list, operating model and roadmap.
  • Permission and audit
  • System writeback
  • Operations and optimization
flowNP
05
05 · Company CredentialsNP / NEXTTOPEOPLE
05 · Company Credentials

Product delivery experience across systems, regions and business functions

Evidence Board

Relevant experience across industry, system, delivery scale and regional collaboration

NP's credentials are best understood through operating context: global systems, local process requirements, data and user adoption.

Experience across advisory, prototyping, integration, launch and continuous support.Familiar with the boundary between global system standards and China local operations.Able to complete high-frequency business actions through lightweight products.Support clients from pilot validation to repeatable rollout.
6+IndustriesManufacturing, healthcare, consumer goods, retail, supply chain, enterprise services
SAP / Oracle / CRM / BI / AISystem scopeCore systems, local tools and operating layers
Department to multi-regionProject scaleBusiness, IT and regional collaboration
CN / ENDelivery languageBilingual communication and client-facing materials
Systems

Global enterprise systems

Experience around SAP, Oracle, CRM, BI, workflow and mobile portal contexts.

  • ERP
  • CRM
  • BI
China

Local operations

China finance, customer touchpoint, compliance evidence and local workflow requirements.

  • Finance
  • CRM
  • Compliance
AI

AI delivery

Knowledge assistant, process copilot, document review, quality check and operating analysis directions.

  • Knowledge
  • Process
  • Review
Delivery

Regional collaboration

Support for business and IT communication across Asia, Europe and the Americas.

  • Business
  • IT
  • Region
Evidence

Outcome evidence

Cases can express efficiency improvement, cross-region scale, launch support and compliance governance experience.

  • Invoice +48%
  • Reconciliation >80%
  • Order +32%
Role

Where NP fits

NP bridges headquarters IT standards, local business rhythm and productized delivery execution.

  • Business to system
  • Local to global
  • Prototype to tool
cardsNP
06
06 · System ExperienceNP / NEXTTOPEOPLE
06 · System Experience

Clear system boundaries across global core, local process and AI tools

Domain
Typical systems
Keep in core
Localize or extend
NP role
ERP / Finance
SAP, Oracle, Odoo
GL, master data, audit rules
e-invoice, bank connectivity, reconciliation
Local process layer, mapping and support
CRM / Customer touchpoint
SFDC, Veeva, local CRM
Master data and global sales logic
Visits, events, WeCom, evidence packs
Capability split, local tools and AI assistant
BI / Analytics
Power BI, Tableau, local dashboards
Global KPI definitions
Local action dashboards and exception queues
Data model, dashboard and analysis agent
AI / Workflow
Knowledge base, agent, workflow tool
Policies, permission and governance
Review, routing, summary and task automation
Use-case design, prototype and controlled rollout
matrixNP
07
07 · Outcome EvidenceNP / NEXTTOPEOPLE
07 · Outcome Evidence

Anonymous project evidence covers efficiency, regional collaboration, data compliance and launch support

Evidence Board

Outcome evidence concentrates on efficiency, collaboration, compliance and launch stability

These figures are not market forecasts. They are public-expressible outcome references from past projects and show value beyond advisory: turning solutions into tools, processes and running systems.

Efficiency outcomes come from implemented scenarios.Project experience covers systems, processes, data and user support.Finance automation and local operating layers have repeatable value.Outcome evidence can be expanded case by case in follow-up discussions.
~200Regional user scaleERP and mobile portal case
+48%Invoice processing efficiencySAP + e-Invoice Hub within one month
>80%Daily reconciliation efficiencySAP + bank connectivity
+32%Order processing efficiencyOdoo ERP and data integration
Collaboration

Regional collaboration

Built common entry points, process language and launch support across China, India and Italy.

  • Unified entry
  • Training
  • Hypercare
Finance

Finance automation

Connected e-invoice issuance, verification, recognition, archiving, posting and SAP finance interface.

  • Tax interface
  • SAP voucher
  • Audit evidence
Treasury

Bank connectivity

Turned payment status, bank receipt posting and exceptions into a traceable review flow.

  • Payment status
  • Receipt matching
  • Exception retry
Compliance

Data compliance

Pharma cloud migration covered ERP / BI, monitoring, emergency response and China data protection requirements.

  • Data boundary
  • Access control
  • Monitoring
Local ERP

Local lightweight systems

Used Odoo ERP, finance integration and data preparation to create a unified operating view.

  • Order
  • Inventory
  • Finance
Rollout

Global rollout

Oracle Fusion rollout support covered testing, training, cutover, hypercare and bilingual communication.

  • UAT
  • Cutover
  • Hypercare
cardsNP
08
08 · Selected Case PortfolioNP / NEXTTOPEOPLE
08 · Selected Case Portfolio

Anonymous cases organized by industry scenario, system boundary, delivery action and outcome evidence

01e-Invoice Hub + SAP
Finance localization

Completed China e-invoice workflow and SAP finance integration.

+48% processing efficiency
02SAP + bank connectivity
Bank connectivity

Connected payment, bank receipt and reconciliation into an auditable process.

>80% reconciliation efficiency
03ERP / BI on Alibaba Cloud
Cloud migration

Supported pharma migration, monitoring and China data governance.

China data compliance
04Odoo ERP + data integration
Local ERP

Integrated order, inventory, finance and historical data.

+32% order efficiency
05Oracle Fusion
Global rollout

Supported OTC testing, training, cutover and hypercare.

Bilingual regional support
06QAD / PLEX / portal / EDI
Supplier integration

Connected supplier portal, EDI and regional operating collaboration across China and Europe.

Cross-region linkage
07CRM history + public intelligence
AI showcase

Generated one-page visit briefs and next-action suggestions from CRM history and external signals.

AI sales preparation
casesNP
09
09 · Case ANP / NEXTTOPEOPLE
Anonymous delivery case

Multi-region ERP and mobile portal

Project value

Supported feasibility study, process alignment, user entry design, rollout preparation and production launch across regional teams.

Industry / client~200 users
Scope / systemChina, India and Italy
Delivery actionERP and mobile portal
Outcome / evidenceBilingual rollout support

Client context

~200 users; China, India and Italy.

Delivery work

ERP and mobile portal

Outcome evidence

Bilingual rollout support

01Operating valueA unified entry point reduced friction between regional users and system processes.
02Reusable learningThe same approach can support local operating layers, mobile entry points and system-adjacent tools.
03Launch assuranceCovered testing, cutover, training, hypercare and tiered user issue handling.
04Reusable capabilityConverted the case into reusable experience for China lightweight portals, ERP-adjacent tools and local operating layers.
caseDetailNP
10
10 · Case CNP / NEXTTOPEOPLE
Case Story

Multinational pharma cloud migration: ERP / BI migration and China data compliance

Healthcare clients care not only about migration, but also data location, access boundaries, system monitoring and emergency response. This experience supports governance design for CRM, local data layers and AI tools.

Client typeMultinational pharma company
System scopeERP / BI system migration
Delivery actionAlibaba Cloud monitoring and emergency response
Outcome evidenceChina data protection requirements
PharmaIndustryChina operation of a multinational pharma company
ERP / BISystem scopeBusiness-system migration and operating monitoring
China DataGovernance focusAccess boundary, monitoring log and emergency response
Governance

Compliance boundary

Designed the migration path around China data residency, access control, log monitoring and emergency response.

  • Data residency
  • Access control
  • Audit log
Scope

Migration scope

Covered ERP, BI, operating monitoring and related operations processes rather than a single system move.

  • ERP
  • BI
  • Monitoring
Cloud

Local cloud operation

Used Alibaba Cloud monitoring and emergency-response capabilities to support stable China operations.

  • Monitoring alert
  • Emergency response
  • Operations support
Global / Local

HQ coordination

Balanced headquarters IT standards, local cloud capabilities and business continuity requirements.

  • HQ standard
  • China requirement
  • Continuity
Extension

Future extension

Can extend to CRM local data layers, AI knowledge tools, permission audit and content governance.

  • CRM data layer
  • AI assistant
  • Permission audit
Reuse

Reusable value

Shows NP can handle boundaries across global systems, local cloud, data protection and operations responsibility.

  • System boundary
  • Governance design
  • Run support
caseDetailNP
11
11 · Case DNP / NEXTTOPEOPLE
Case Story

Local Odoo ERP and data integration: one operating view for scattered processes

This type of project shows how lightweight systems, local teams, finance-inventory-order linkage and faster decisions can improve business operations without a large ERP replacement.

Client typeSmart appliance / local enterprise
System scopeOdoo ERP
Delivery actionHistorical data and finance integration
Outcome evidence32% order processing efficiency improvement
Smart ApplianceIndustryLocal enterprise
Odoo ERPSystem scopeHistorical data, finance interface and operating support
+32%OutcomeOrder processing efficiency improvement
Process

Unified process

Placed order, inventory, finance and historical data into one operating view to reduce cross-team gaps.

  • Order
  • Inventory
  • Finance
Data

Historical data preparation

Handled historical definitions, field mapping, missing values and pre-launch validation.

  • Field mapping
  • Data validation
  • Historical import
Finance

Finance integration

Connected finance and business systems for order, expense and revenue-recognition related flows.

  • Finance interface
  • Reconciliation logic
  • Exception handling
Adoption

Local team adoption

Designed workflow, permission and operation paths in a way local business users could sustain.

  • Role permission
  • Operation path
  • User training
Support

Post-launch support

Continued handling process changes, data issues and operations support after launch.

  • Hypercare
  • Run support
  • Issue priority
Outcome

Outcome metric

A 32% order-processing efficiency gain shows that lightweight systems can create measurable operating improvement.

  • Order cycle
  • Processing efficiency
  • Management view
caseDetailNP
12
12 · Case ENP / NEXTTOPEOPLE
Anonymous delivery case

e-Invoice Hub integrated with SAP

Project value

Connected e-invoice issuance, verification, recognition, archiving, posting and SAP finance interface into one operating process.

Industry / clientSAP finance integration
Scope / systemChina tax workflow
Delivery action48% processing efficiency improvement within one month
Outcome / evidenceAudit evidence archive

Client context

SAP finance integration; China tax workflow.

Delivery work

48% processing efficiency improvement within one month

Outcome evidence

Audit evidence archive

01Clear boundarySAP remains the system of record; the local layer handles high-frequency China finance operations.
02Replicable patternThe same pattern can be used for bank connectivity, expense evidence and local compliance workflows.
03Audit evidenceRetained invoice status, processing logs, posting results and exception-handling records.
04Outcome metricInvoice-processing efficiency improved by 48% within one month, suitable for similar SAP China scenarios.
caseDetailNP
13
13 · Case FNP / NEXTTOPEOPLE
Anonymous delivery case

SAP and bank connectivity

Project value

Connected payment instructions, bank responses, receipt posting and exception handling into a traceable process.

Industry / clientSAP
Scope / systemBank-enterprise connectivity
Delivery action>80% daily reconciliation efficiency
Outcome / evidencePayment status and receipt matching

Client context

SAP; Bank-enterprise connectivity.

Delivery work

>80% daily reconciliation efficiency

Outcome evidence

Payment status and receipt matching

01AuditabilityPayment and reconciliation automation must preserve review, evidence and exception handling.
02Finance layerThe pattern is suitable for staged finance automation around SAP or Oracle.
03Rollout valueApplies to multi-entity, multi-bank-account, multi-currency payment and regional finance shared-service scenarios.
04Acceptance metricsPayment-status writeback timeliness, receipt matching rate, exception cycle time and daily reconciliation efficiency.
caseDetailNP
14
14 · Case GNP / NEXTTOPEOPLE
Anonymous delivery case

Oracle Fusion rollout support

Project value

Supported EBS to Fusion rollout activities with China-side business communication, OTC testing, training, cutover and post-go-live support.

Industry / clientOracle EBS to Fusion
Scope / systemOTC phase
Delivery actionTesting and training
Outcome / evidenceBilingual communication

Client context

Oracle EBS to Fusion; OTC phase.

Delivery work

Testing and training

Outcome evidence

Bilingual communication

01Local executionRegional teams need translation between global templates and local process reality.
02Delivery bridgeNP can work between headquarters standards and China-side implementation detail.
03Communication mechanismSupported bilingual communication, knowledge transfer and alignment between regional teams and the headquarters program.
04Delivery valueReduced misunderstanding, rework and post-go-live volatility at the local execution layer.
caseDetailNP
15
15 · China Operating ContextNP / NEXTTOPEOPLE
15 · China Operating Context

Common China operating challenges come from local business rhythm, compliance and global system boundaries

Evidence Board

China operating challenges are practical, not abstract

The pressure usually appears where local business rhythm, compliance evidence, user behavior and global system governance meet.

Local touchpoints, finance interfaces and operating analysis need a unified design.AI should be embedded in workflows, evidence and governance.Local touchpoints, finance interfaces and operating analytics need an integrated design.Pilot-based validation is suitable for clarifying value and boundaries.
KeepCore-system stabilityKeep global authority stable
CompleteLocal operating layerSupport high-frequency China actions
EmbedAIInside workflow, evidence and governance
Human-in-loopAI governancePermission, source, review, audit and writeback
CRM

Customer engagement

Local touchpoints such as WeCom, visits and events require faster operation than global CRM templates usually support.

  • Visit
  • Event
  • WeCom
Finance

Finance and tax

Invoice, payment, reconciliation and audit evidence must fit China processes while keeping ERP authority stable.

  • Invoice
  • Payment
  • Reconciliation
Governance

Data and compliance

Healthcare and regulated industries require clear data boundaries, access control and traceable evidence.

  • Data
  • Access
  • Evidence
AI

AI adoption

AI must be connected to real work, clear sources, permissions and human review instead of becoming a standalone chat tool.

  • Source
  • Permission
  • Review
Layering

Replacement by layer

Separate SAP, Oracle or SFDC into records, actions, touchpoints and analytics before replacing.

  • Records
  • Actions
  • Migration
Pilot

Pilot with a closed loop

Prioritize scenarios with high value, clear interfaces, controlled risk and real samples for validation.

  • 2-3 scenarios
  • Prototype
  • Acceptance metrics
cardsNP
16
16 · Operating Priority MatrixNP / NEXTTOPEOPLE

Priority view: value, complexity and pilot path

Start from high-value, low-core-impact pilots. Treat high-value, high-governance topics as roadmap decisions after data, interface and adoption evidence are clear.

First-wave pilot

CRM touchpoints and event compliance: localized, visible and low core impact.

Fast AI validation

Use policies, SOPs and quality files to prove citation, permission and review.

Process rollout

Finance automation starts from invoice, bank or reconciliation flows.

Second-wave extension

Process copilots and dashboards need rules, KPIs and data connections.

Roadmap topic

Full ERP replacement needs separate migration and governance assessment.

High pressure / low complexityHigh pressure / high complexityLower pressure / controlled complexity
Business value / localization pressure
Migration complexity / governance risk
LowHighLowHigh
CRM local touchpoints

High-frequency local actions; validate value through a lightweight layer.

First-wave pilot
Event compliance loop

Approval, check-in, expense and evidence with medium complexity.

First-wave pilot
AI policy knowledge assistant

Policies, SOPs and product materials with cited answers.

Fast AI validation
AI document / quality review

Contracts, event materials and quality files with human review.

Fast AI validation
Finance automation

Medium-high value; stronger interface and audit requirements.

Process-by-process rollout
Process copilot / dashboard

Management value; depends on rules, KPIs and data links.

Second-wave extension
Full ERP replacement

Strategic, but highest migration and organizational risk.

Roadmap topic
pressureNP
17
17 · Operating ArchitectureNP / NEXTTOPEOPLE
17 · Operating Architecture

Adopt a layered architecture: global core, China operating layer and AI tools

Layer
Responsibility
Typical systems
Change rhythm
Control point
Global core
Record authority, governance and audit
SAP, Oracle, global CRM
Stable
Master data and policy
China operating layer
Local workflows, touchpoints and evidence
Local CRM, WeCom, finance tools
Iterative
Interface and permission
AI tools
Search, review, summary, routing and task support
Knowledge assistant, agent, dashboard
Use-case driven
Source, log and human review
Governance & operations
Turn pilots into sustainable operating capabilities
Runbook, SLA, monitoring, training and change management
Issue escalation, version management and audit evidence
Post-launch stability matters more than demo effect
matrixNP
18
18 · SAP / ERP LayeringNP / NEXTTOPEOPLE
18 · SAP / ERP Layering

ERP modernization should start from the local process layer, not full replacement

System Layering

ERP modernization can be handled layer by layer

For many foreign-invested companies, the practical path is to keep ERP authority stable and improve local process capability around it.

GL / voucher / group reportingKeep coreMaster-data authority and audit rules
Invoice / bank / supplier / quoteLocal actionHigh-frequency China operations
Dashboard / AI summaryOperating analysisManagement view and action suggestion
Layer
Keep in core
Local extension
Value
Risk control
Financial authority
GL, master data, posting rules
e-invoice and bank connectivity
Efficiency and compliance
Interface and audit
Process execution
Approval and record logic
task list, exception queue, local workflow
User efficiency
Permission and review
Management view
ERP and BI source data
operating dashboard and summary
Better decisions
KPI definition
AI support
Policy and transaction sources
knowledge assistant and process copilot
Faster handling
Source citation and logs
Finance

Finance process

Invoice, payment, reconciliation and evidence around SAP or Oracle.

Workflow

Local workflow

Approval, exception queue and user operation layer without changing ERP core.

AI

AI assistance

Policy Q&A, exception explanation and month-end summary with source citation.

Full ERP replacement is usually not the first step.Local process modernization can create value earlier.Interfaces and audit boundaries decide the rollout path.Scale rollout decisions should be based on pilot evidence.
matrixNP
19
19 · Migration PathNP / NEXTTOPEOPLE
19 · Migration Path

Replacement topics can be broken into assessment, decoupling, migration and optimization

Operating Loop

Replacement topics should be decomposed by layer and piloted through business loops

For foreign-invested China operations, replacing the core ERP directly is usually not the right first move. A more controlled path is to assess system and business boundaries, decouple high-value local actions from core record systems, then validate migration, interface and governance through pilots.

01

System map

Map SAP, Oracle, SFDC, Veeva, BI, local tools, interfaces and master-data relationships.

02

Pain priority

Rank topics by business value, localization pressure, complexity, compliance risk and license impact.

03

Boundary decoupling

Separate core records, business actions, local touchpoints, analytics definitions and AI assistance.

Business actionData / rules / AI assistance / human confirmationSystem writeback
04

Pilot migration

Select low-coupling, high-value scenarios and handle fields, permissions, historical data and cutover window.

05

Launch validation

Validate accuracy, efficiency, exception handling, audit evidence and user acceptance with real examples.

06

Rollout

Use adoption, exceptions, efficiency and business results to decide the next scenario group or broader scope.

Judge boundaries and value before discussing replacement.SAP / Oracle finance authority can remain stable.SFDC / Veeva adjacent scenarios can be advanced as functional components.Every pilot round should create reusable templates.
flowNP
20
20 · Product ProofNP / NEXTTOPEOPLE
Product proof

Finance & Local Process Automation

A high-fidelity finance workspace for invoices, payment status, receipt matching, exception review and audit evidence.

01Process scopeBusiness process
02Proof functionsProduct functions
03Integration boundaryIntegration boundary
Finance & Local Process Automation
Process scopeInvoice / bank data -> status recognition -> exception routing -> human review -> voucher and attachment writeback.
Proof functionsInvoice ledger, payment status, receipt matching, exception queue, approval logs and audit pack.
Integration boundaryThe local tool handles operating queues while SAP keeps postings, accounts, vouchers and final records.
proofNP
21
21 · CRM Localization LogicNP / NEXTTOPEOPLE
21 · CRM Localization Logic

CRM localization is not a new customer table; it rebuilds touchpoints, sales execution and compliance evidence

Operating Loop

CRM localization should be designed from workflow loops

The best starting point is not a full CRM replacement, but local loops where users act every day and evidence can be captured.

01

Customer identity

Clarify customer, account, channel and interaction context.

02

Visit execution

Support visit preparation, field record, follow-up and next action.

03

Event compliance

Capture approval, invitation, check-in, expense, material and audit evidence.

Business actionData / rules / AI assistance / human confirmationSystem writeback
04

Local touchpoint

Connect WeCom, content delivery, service follow-up and local interaction records.

05

Channel opportunity

Support hospital projects, distributor collaboration, quote approval and pre-contract materials.

06

Governance writeback

Write key fields, tasks, content clicks, exceptions and audit traces back to CRM or BI.

Replacement is not a one-time system switch; business components can take over in phases.Local touchpoint data must return to the client governance system.Healthcare scenarios should make compliance evidence a product function.Visits, events and channel opportunities are suitable first-wave scenarios.
flowNP
22
22 · CRM Scenario LibraryNP / NEXTTOPEOPLE
CRM / LOCAL OPERATIONS

CRM scenarios can be grouped by operating action

This helps business and IT discuss value by work performed, not by system labels.
NP OPERATING LAYER
AccountCustomer and account

Customer 360, account plan, segmentation and relationship map.

VisitVisit and activity

Visit brief, check-in, material, feedback, next action and manager review.

EventEvent compliance

Approval, invitation, attendance, expense, material and audit pack.

SalesChannel and opportunity

Opportunity, channel ownership, quotation, discount and pre-contract flow.

SCENARIO INDEX
01 · DataHCP / HCO master data

Customer, institution, department, relationship and authorization boundary.

02 · ExecutionVisit plan

Territory, segmentation, historical interaction and compliance limits.

03 · EventAcademic event

Invitation, check-in, materials, follow-up and expense.

04 · Local TouchpointWeCom touchpoint

Authorization, communication, click and task reminder.

05 · MedicalMedical inquiry

Standard response, escalation mechanism and SLA management.

06 · SafetyAdverse-event signal transfer

Identify potential signals and transfer them to the designated process.

EXTENSION
InsightCustomer 360 profile
IntegrationSAP / ERP interface
ManagementForecast and review
AIAI visit assistant
scenarioNP
23
23 · CRM Scenario PriorityNP / NEXTTOPEOPLE

CRM localization priority

Start with high-frequency touchpoint and compliance scenarios that can prove value without forcing a full CRM replacement. Move into deeper CRM migration only after data, governance and user adoption are clear.

Pilot first

Use touchpoints, visit loop and event compliance to prove value quickly.

Prepare the roadmap

Plan deeper CRM replacement after data, workflow and governance decisions.

Phased rollout

Opportunity and channel collaboration need staged quotation and ownership design.

Later governance

Customer master redesign has high value but wider migration impact.

High pressure / low complexityHigh pressure / high complexityLower pressure / controlled complexity
Business value / localization pressure
Migration complexity / governance risk
LowHighLowHigh
WeCom touchpoint

High local fit and limited core-system change.

First wave
HCP visit loop

High sales-operating value with manageable data model.

First wave
Event compliance

High compliance value; medium workflow complexity.

First wave
Channel collaboration

Quotation, approval, pre-contract material and channel ownership.

Phased rollout
Customer master redesign

High governance value; broader system and migration impact.

Later governance
pressureNP
24
24 · HCP Visit LoopNP / NEXTTOPEOPLE
24 · HCP Visit Loop

The visit loop connects customer judgment, action, evidence and CRM writeback

Operating Loop

The visit loop starts from customer judgment and ends with evidence writeback

In healthcare sales execution, the key is not merely recording a visit. The value is to connect segmentation, visit preparation, field notes, content engagement and follow-up tasks into a traceable loop.

01

Customer judgment

Combine HCP / HCO profile, historical visits, event participation, content interaction and territory targets.

02

Visit preparation

AI generates a one-page visit brief with key questions, past commitments, material suggestions and compliance boundaries.

03

Field notes

Sales records key discussion points, objections, materials sent and follow-up tasks with less after-the-fact input.

Business actionData / rules / AI assistance / human confirmationSystem writeback
04

Content engagement

Send compliant materials through local touchpoints and capture views, clicks and feedback.

05

Next action

Generate tasks, reminders, territory coordination and management-visible follow-up status from visit conclusions.

06

CRM writeback

Write key fields, tasks, content clicks and evidence trace back to CRM or the local operating layer.

Visit quality is measured through preparation, record, action and writeback.AI supports visit preparation and review.Local touchpoints complete actions that global CRM rarely covers well.Evidence and permissions must be designed together with the workflow.
flowNP
25
25 · Event Compliance LoopNP / NEXTTOPEOPLE
25 · Event Compliance Loop

Event management connects approval, invite, check-in, materials, expense and audit evidence

Operating Loop

Event management should connect approval, invitation, expense and audit package

Healthcare events are complex because material versions, invited people, expenses, check-in, exception explanation and audit evidence all have to hold together. System value should appear as less re-entry, less manual evidence assembly and stronger traceability.

01

Event request

Business submits event purpose, speaker, budget, target customers, material version and compliance rules.

02

Approval routing

Route approvals automatically by amount, event type, speaker and material, with full trace retained.

03

Invite and check-in

Generate invitation, QR code, check-in record and attendee list to reduce offline collation.

Business actionData / rules / AI assistance / human confirmationSystem writeback
04

Expense and materials

Link expenses, invoices, material versions, attendance records and exception explanation.

05

Audit package

Automatically form an evidence package after the event for compliance review and internal sampling.

06

CRM / BI writeback

Write key fields back into customer, event, content engagement and review metrics.

An event system is more than an event list.Compliance evidence should become a natural output of the workflow.CRM, expense and content systems have natural integration points.AI can support material review, exception explanation and event summaries.
flowNP
26
26 · Channel & Opportunity LoopNP / NEXTTOPEOPLE
26 · Channel & Opportunity Loop

Medtech, consumables and B2B scenarios need opportunity, channel, quotation and pre-contract workflow

Operating Loop

Channel and opportunity workflows should connect project, quote, approval and forecast

In medical device, consumables and B2B sales, opportunities often come from hospital projects, distributor feedback and tender information. The system should support multi-role collaboration instead of forcing sales teams to move status across spreadsheets.

01

Project identification

Identify opportunities from hospital projects, distributor feedback, sales leads and tender information.

02

Channel collaboration

Clarify sales, distributor, product, commercial and finance responsibilities in one workflow.

03

Quote request

Handle product mix, price, discount, authorization, attachments and pre-contract materials.

Business actionData / rules / AI assistance / human confirmationSystem writeback
04

Approval control

Trigger approval and review based on amount, discount, channel level and risk points.

05

Forecast update

Opportunity stage, expected amount, delivery risk and collection judgment enter forecast management.

06

CRM / BI writeback

Write stage, amount, channel status, risk points and action tasks back to CRM / BI.

Suitable for medical devices, consumables, industrial products and channel sales.Opportunity workflow needs to connect commercial, finance and channel teams.Quote approval is a high-value entry point for local tools.Management needs forecast changes and risk explanation.
flowNP
27
27 · Product ProofNP / NEXTTOPEOPLE
Product proof

CRM Local Engagement Layer

A local CRM workspace for customer profile, visit preparation, event evidence, timeline and controlled writeback.

01Record-page grammarBusiness process
02AI in contextProduct functions
03Integration boundaryIntegration boundary
CRM Local Engagement Layer
Record-page grammarObject summary, key fields, related lists and activity timeline.
AI in contextVisit brief, next-best action and compliance reminders appear inside the workflow.
Integration boundaryLocal engagement and AI suggestions run in a lightweight layer; key fields can be written back to global CRM.
proofNP
28
28 · Product Capability SystemNP / NEXTTOPEOPLE
28 · Product Capability System

Product capabilities are organized around business actions, not technology labels

Evidence Board

Product capabilities follow business actions: touchpoint, process, document, data and AI

NP's product capability is a set of composable tools. Each tool is designed around a clear business action and can enter the client environment through interface, permission and audit mechanisms.

Product capabilities start from business actions.Every capability requires permission, logs and human confirmation.Each tool can be piloted independently or combined into a local operating layer.Integrates with SAP, Oracle, CRM, BI and local touchpoints.
CRMCustomer touchpointVisits, events, channels and content engagement
FinanceFinance automationInvoice, payment, reconciliation, expense and budget
AIKnowledge and documentsKnowledge assistant, document review and quality checks
BIOperating decisionsMetric explanation, action suggestion and management summary
01

CRM Local Layer

Supports customer profile, visit, event, channel, compliance trace and CRM writeback.

  • Customer 360
  • Visit brief
  • Event evidence pack
02

Finance Automation

Supports invoice, payment, reconciliation, expense, budget, SAP-adjacent workflows and audit packs.

  • e-Invoice
  • Bank connectivity
  • Exception review
03

Knowledge Assistant

Supports policies, product materials, project knowledge, source citation, permission filtering and human review.

  • Knowledge base
  • Source citation
  • Permission filtering
04

Process Copilot

Supports approvals, tasks, exceptions, SLA, cross-functional routing and human confirmation.

  • Task orchestration
  • Tool calling
  • Writeback confirmation
05

Document Review

Supports contracts, SOPs, quality files, supplier documents and event-material review.

  • Clause check
  • Risk prompt
  • Review trace
06

Operations Dashboard

Supports metrics, exceptions, explanations, action suggestions, task generation and management summaries.

  • KPI dashboard
  • Exception explanation
  • Review summary
cardsNP
29
29 · AI Knowledge AssistantNP / NEXTTOPEOPLE
Product proof

AI Knowledge Assistant

A governed assistant that answers with cited sources, permission boundaries, version status and review paths.

01Reliable answersWorkflow progression
02Governed useProof functions
03Pilot scopePilot scope
AI Knowledge Assistant
Reliable answersEvery answer points back to documents, policies or records.
Governed usePermission, version and review rules are designed before pilot launch.
Pilot scopeStart with 100-300 policy, product or project documents to validate answer quality and time savings.
proofNP
30
30 · AI Process CopilotNP / NEXTTOPEOPLE
Product proof

AI Process Copilot

A copilot that reads process context, detects exceptions, drafts next actions and asks for human confirmation before system updates.

01Process awareWorkflow progression
02Action orientedProof functions
03Pilot scopePilot scope
AI Process Copilot
Process awareWorks with roles, rules, status, SLA and exception reasons.
Action orientedCreates tasks, summaries and routing suggestions instead of only answering questions.
Pilot scopeChoose one approval or activity process and define exceptions, roles, SLA and human confirmation points.
proofNP
31
31 · AI Document ReviewNP / NEXTTOPEOPLE
Product proof

AI Document / Quality Review

A review workspace that identifies clauses, quality rules, missing evidence, risk points and reviewer actions.

01Review traceWorkflow progression
02Human controlProof functions
03Pilot scopePilot scope
AI Document / Quality Review
Review traceComment, basis, owner and revision action are recorded together.
Human controlAI prepares review suggestions; responsible users confirm the final result.
Pilot scopeUse two document types, three templates and 30-50 samples to validate review cycle time and risk recall.
proofNP
32
32 · Operations DashboardNP / NEXTTOPEOPLE
Product proof

Operations Dashboard & Analysis Agent

A dashboard that combines KPI views, exception explanation, action assignment and AI-generated management notes.

01From metric to actionWorkflow progression
02Management summaryProof functions
03Pilot scopePilot scope
Operations Dashboard & Analysis Agent
From metric to actionIdentify exception, explain reason and assign follow-up.
Management summaryGenerate concise operating summaries from dashboard context and task outcomes.
Pilot scopeSelect 6-10 metrics, two business domains and one weekly meeting scenario to validate management review efficiency.
proofNP
33
33 · Local Touchpoint IntegrationNP / NEXTTOPEOPLE
33 · Local Touchpoint Integration

A local touchpoint layer lets China actions happen naturally and brings key data back into governance

Evidence Board

Local touchpoints should be connected, governed and measurable

China-side actions should happen in familiar local channels while key data returns to enterprise governance.

Local touchpoints are China operating entry points, not peripheral tools.Identity mapping, data writeback and evidence retention are the key design points.Suitable for combination with CRM, ERP, BI and AI assistants.Start with one touchpoint and expand after pilot validation.
WeComTouchpoint entryCustomer communication, content delivery and task reminder
Mini-programEvent entryRegistration, check-in, survey and material access
Invoice / BankFinance entryIssuance, verification, payment, receipt and reconciliation
PortalCollaboration entrySupplier, channel, order and document submission
Touchpoint

WeCom

Customer touchpoint, content interaction, follow-up and CRM writeback.

  • Engage
  • Record
  • Writeback
Compliance

Event

Approval, invite, check-in, material use, expense and evidence pack.

  • Approval
  • Attendance
  • Evidence
Finance

Finance

Invoice, payment, reconciliation and exception handling around SAP or Oracle.

  • Invoice
  • Payment
  • Audit
AI

AI

Knowledge, review, workflow suggestion and operating summary inside controlled processes.

  • Source
  • Review
  • Action
Writeback

Writeback object

Write back to CRM, ERP, local operating layers, BI or audit packs according to data authority boundaries.

  • Customer
  • Order
  • Finance
Control

Governance requirements

Design consent, permission, logs, versioning, exceptions and audit trails from the beginning.

  • Consent
  • Log
  • Audit
matrixNP
34
34 · Agent Foundry MethodNP / NEXTTOPEOPLE
34 · Agent Foundry Method

Agent delivery starts from use-case discovery and moves into governance, operations and closed-loop learning

Operating Loop

Agent delivery starts from real use cases and runs inside governance

A deliverable agent is not just a chat window. It needs role definition, knowledge sources, tool boundaries, human confirmation, failure handling, audit logs and ongoing learning.

01

Use-case discovery

Choose scenarios with clear roles, inputs, decision rules, operation outputs and human confirmation points.

02

Knowledge preparation

Prepare policies, SOPs, product materials, project records and source references.

03

Tool definition

Define the queries, generation, validation, task creation and system writeback actions the agent may call.

Business actionData / rules / AI assistance / human confirmationSystem writeback
04

Prototype validation

Use real samples to validate answer quality, task actions, exception handling and review experience.

05

Governed launch

Set permission, logs, approval, audit, human takeover and fallback handling.

06

Closed-loop optimization

Track hit rate, human edits, exception reasons, process outcomes and improvement backlog.

Agents must have a clear business boundarySource citation determines trustTool use requires permissions and auditOperations metrics are needed after launch
flowNP
35
35 · Pilot PackageNP / NEXTTOPEOPLE
35 · Pilot Package

Use 8-10 weeks to complete lightweight assessment, prototype validation and pilot business case

01Week 1-2

Discovery & Boundary

Interview business, IT and management to clarify system boundaries, pain points, data readiness and candidate scenarios.

  • Capability list
  • Pain-point priority matrix
  • System boundary draft
02Week 3-4

Scenario Design

Select 2-3 scenarios and define target workflow, field model, role journey and interface assumptions.

  • Target workflow
  • Field and object model
  • Interface and permission assumptions
03Week 5-7

Prototype & Validation

Build high-fidelity product screens and interactive prototypes with sample data to validate user path and business value.

  • Demo prototype
  • Product screens
  • User feedback record
04Week 8-10

Pilot Business Case

Prepare pilot scope, risk items, acceptance metrics, effort estimate and next-stage roadmap.

  • Pilot scope
  • Acceptance metrics
  • Phase roadmap
flowNP
36
36 · Engagement ModelNP / NEXTTOPEOPLE
36 · Engagement Model

From initial assessment to pilot approval, produce materials customers can discuss internally

Operating Loop

Engagement model from assessment to pilot approval

The engagement should create materials that customer teams can use internally for business, IT and management discussions.

01

Initial discussion

Clarify business context, target systems and high-value pain points.

02

Assessment

Map processes, system boundaries, data readiness and scenario priority.

03

Prototype

Create high-fidelity screens and interaction flows for selected scenarios.

Business actionData / rules / AI assistance / human confirmationSystem writeback
04

Pilot package

Prepare scope, KPI, risk, estimate and roadmap for internal decision.

05

Pilot proposal

Produce scope, deliverables, integration list, acceptance metrics, risks and investment estimate.

06

Internal alignment

Support the client in explaining value and boundaries to business, IT, finance and compliance teams.

Validate in a small scope before expanding.Cover business, IT, finance and compliance audiences.Deliverables should support internal client approval.Suitable as the next discussion after the public profile.
flowNP
37
37 · Next StepNP / NEXTTOPEOPLE
37 · Next Step
NP

Start with 2-3 high-value scenarios for pilot assessment

Select 2-3 scenarios with clear business value, visible users, available sample data and limited impact on global core systems. Use a short pilot to prove value before scaling.

ScenarioPrototypePilot ScopeRoadmap
AdvisoryProduct advisory, system planning, business scenario decomposition, replacement path and ROI modeling.
PrototypeHigh-fidelity product screens, field model, role journey and pilot acceptance criteria.
AI FoundryKnowledge assistants, process copilots, agent development, document intelligence and operating analysis tools.
IntegrationSAP, Oracle, CRM, BI, WeCom, e-invoice, bank and local system integrations.
ScenarioPrototypePilot ScopeRoadmap
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