2026年策略提案2026 Strategic Proposal

DATASYS AI 轉型DATASYS AI Transformation

從 ERP 供應商到 AI 代理平台的策略性數位轉型Strategic Digital Transformation from ERP Vendor to AI Agent Platform

DATASYS 是台灣領先的 ERP/MES 供應商,擁有40年專業經驗和70,000+ 企業客戶。 本提案概述如何透過四階段轉型計畫,將 DATASYS 轉型為亞太地區首個開放式 AI 代理平台。DATASYS is Taiwan's leading ERP/MES vendor with 40 years of expertise and 70,000+ enterprise customers. This proposal outlines a 4-horizon transformation plan to position DATASYS as Asia-Pacific's first open AI agent platform.

800萬8M
投資金額 (TWD)Investment (TWD)
0+
個月+,分4階段Months+ across 4 horizons
0%
轉換率提升 (H1)Conversion Improvement (H1)
0+
市集代理目標Marketplace Agents Target
專案概覽Project Overview

執行摘要Executive Summary

DATASYS 面臨嚴重的資訊架構危機,導致潛在客戶決策癲痺。50+ 產品橫跨3個同時存在的分類系統, 造成網站導航混亂,銷售週期延長,轉換率下降。DATASYS faces a severe information architecture crisis causing prospect decision paralysis. 50+ products across 3 simultaneous classification systems create website navigation confusion, extended sales cycles, and reduced conversion rates.

Datasys

AI AX

Horizon 1 Point

核心挑戰Core Challenge

50+ 產品分類混亂 決策癲痺與導航迷失50+ Product Taxonomy Confusion Decision Paralysis & UX Friction

Horizon 2 Point

轉型願景Transformation Vision

亞太首個開放式 AI 代理平台生態系APAC's First Open AI Agent Platform Ecosystem

Horizon 3 Point

戰略投資Strategic Investment

800萬新台幣 4 階段精準配置8M TWD Capital 4 Horizons Precision Alloc.

Horizon 4 Point

預期回報Expected Returns

25% 轉換率提升 30% 維運成本優化25% Conversion Uplift↑ 30% OpEx Reduction↓

Phase 01: Value Validation

Phase 02: Platform Expansion

問題陳述Problem Statement

五大核心挑戰Five Core Challenges

複雜的產品分類Complex Product Taxonomy

50+ 產品橫跨3個同時存在的分類系統(解決方案/方案、產業/行業、ERP 層級),造成混亂和重複。50+ products across 3 simultaneous classification systems (Solutions, Industries, ERP tiers) create confusion and redundancy.

決策癲痺Decision Paralysis

機械製造商找到4條以上不同路徑到達類似內容,不知道該選擇哪一條。Machinery manufacturers find 4+ different paths to similar content, unsure which to choose.

銷售效率低落Sales Inefficiency

銷售團隊花費 40% 的資格審查時間解釋產品關係,而非銷售價值。Sales team spends 40% of qualification time explaining product relationships instead of selling value.

過長的導航路徑Excessive Navigation Depth

首次訪客需要6-7次點擊並來回導航才能了解核心產品,在關鍵決策點放棄。First-time visitors require 6-7 clicks with back-and-forth navigation to understand core offerings.

市場競爭加劇Intensifying Competition

SAP、Oracle、Microsoft 正以嵌入式 AI 和 copilot 功能重新定義類別。SAP, Oracle, Microsoft are redefining the category with embedded AI and copilot features.

業務影響Business Impact

  • 因導航混亂而流失合格潛在客戶Lost qualified leads due to navigation confusion
  • 銷售週期延長 40%40% longer sales cycles
  • 產品頁面跳出率高High bounce rates on product pages
  • 競爭劣勢:潛在客戶選擇更簡單的替代方案Competitive disadvantage: prospects choose simpler alternatives

導航模式熱圖Navigation Pattern Heatmap

典型用戶路徑 (6-7 次點擊)Typical User Journey (6-7 clicks)

導航模式熱圖Navigation Pattern Heatmap

流量分佈與流失點Flow Distribution & Drop-off

LowHigh
01HOME
-15%
02PRODUCTS
-25%
03BACK
-30%
04SOLUTIONS
-30%
05INDUSTRIES
-35%
06BACK
-40%
07ERP
-40%

* 數據顯示大多數用戶在 50+ 產品分類中迷失,導致頻繁返回與流失* Data shows majority of users lost in 50+ product taxonomy, causing high friction & exit

導航熱圖分析Navigation Heatmap Analysis

熱圖分析顯示用戶在網站導航中的痛點。紅色區域表示高放棄率, 黃色表示中等活動,綠色表示低活動。由此可見,用戶在各產品頁面之間來回跳轉, 導致大量流失。

The heatmap analysis reveals user pain points in website navigation. Red areas indicate high abandonment rates, yellow shows moderate activity, and green indicates low activity. Users jump back and forth between product pages, leading to significant drop-offs.

轉型前後對比Before/After Comparison

轉型前BEFORE

6-7 次點擊 | 高流失率6-7 Clicks | High Drop-off

1首頁Home
2產品選單Products Menu
3解決方案Solutions?
4返回Back
5產業分類Industries?
6返回Back
7ERP 層級ERP Tiers?

❌ 40% 用戶在決策點放棄❌ 40% users abandon at decision points

轉型後AFTER

2-3 步驟 | AI 引導2-3 Steps | AI Guided

1
AI 助理對話AI Assistant Chat描述需求Describe needs
2
智能推薦Smart Recommendations個性化方案Personalized solutions
3
直達目標Direct to Goal精準匹配Precise match

✓ 轉換率提升 25%,體驗大幅改善✓ 25% conversion increase, better UX

用戶旅程轉型User Journey Transformation

目前用戶需要6-7次點擊才能找到需要的資訊,造成極大的混亂。 透過 AI 助理,我們將其簡化為2-3步的簡潔流程,大幅提升用戶體驗和轉換率。

Currently, users need 6-7 clicks to find the information they need, causing significant confusion. With AI assistant, we simplify this to a 2-3 step streamlined journey, dramatically improving user experience and conversion rates.

競爭定位矩陣Competitive Positioning Matrix

DATASYS 擁有40年製造業專業知識,這是競爭對手無法匹敵的。 透過開放平台策略,DATASYS 可以在「平台開放性」與「製造業專業知識」的交叉點建立獨特競爭優勢。DATASYS has 40 years of manufacturing expertise that competitors can't match. Through an open platform strategy, DATASYS can establish a unique competitive advantage at the intersection of "Platform Openness" and "Manufacturing Expertise".

SAP/Oracle
封閉生態系統,有限的製造業深度Closed ecosystems, limited manufacturing depth
Microsoft
開放但通用,缺乏產業專注Open but generic, lacks industry focus
DATASYS
開放平台 + 深度製造業專業知識Open platform + deep manufacturing expertise
平台開放性 →Platform Openness →
製造業專業知識 →Manufacturing Expertise →
封閉+專業Closed+Expert
開放+專業Open+Expert
封閉+通用Closed+Generic
開放+通用Open+Generic
目標
區域
Target
Zone
SAP
Microsoft
DATASYS
目標位置Target Position
SAP/Oracle
Microsoft
DATASYS
解決方案Solution

解決方案與獨特價值主張Solution & Unique Value Proposition

"

「DATASYS 賦能每個企業透過開放式 AI 代理生態系統,將40年製造業專業知識與對話式介面相結合, 將營運智慧轉化為競爭優勢——從車間到董事會優化決策。」"DATASYS empowers every enterprise to transform operational intelligence into competitive advantage through an open AI agent ecosystem—where 40 years of manufacturing expertise meets conversational interfaces, allowing businesses to discover, build, and deploy intelligent agents that optimize decisions from shop floor to boardroom."

"

轉型旅程:軟體供應商 AI 平台 生態系統領導者Transformation: Software Vendor AI Platform Ecosystem Leader

1/4
H1

軟體供應商Software Vendor

AI 助理上線AI Assistant Live

2/4
H2

AI 原生網站與產品嵌入AI Native Web & Embedded

網站重塑與 AI 嵌入規劃Web Revamp & AI Planning

3/4
H3

AI 平台AI Platform

Builder GABuilder GA

4/4
H4

生態系統領導者Ecosystem Leader

市集經濟Marketplace Economy

第1個月Month 1第10個月Month 10第24個月Month 24第36個月+Month 36+

四階段轉型策略4-Horizon Transformation Strategy

H1
第1-4個月Months 1-4
3M TWD

在前門證明 AI 價值Prove AI Value at Front Door

用 AI 助理解決導航危機Solve navigation crisis with AI assistant

成功指標Success Metrics

轉換率提升 25%,資格審查時間減少 40%25% conversion improvement, 40% qualification time reduction

交付物Deliverables
  • AI 助理 (Perplexity 風格 /start 頁面)AI Assistant (Perplexity-style /start page)
  • 跨現有網站的 AI 聊天小工具AI chat widget across existing website
  • 多模態輸入 (文字、Excel/PDF、圖片)Multi-modal input (text, Excel/PDF, images)
  • 自動化潛在客戶評分與 CRM 整合Automated lead scoring with CRM integration
H2
第5-10個月Months 5-10
5M* TWD

將 AI 嵌入為差異化因素Embed AI as Differentiator

將產品轉型為 AI 優先平台 (聚焦網站重塑)Transform products into AI-first platform (Focus: Website Revamp)

成功指標Success Metrics

客戶採用率 60%,支援成本降低 30%60% customer adoption, 30% support cost reduction

交付物Deliverables
  • AI 原生網站AI Native Website
  • 產品嵌入式 AI (規劃中,不含在此費用)Product embedded AI (Planning only, not in this budget)
  • 5個官方代理藍圖 (不含在此費用)5 Official Agent Blueprints (Not in this budget)
* 費用僅包含網站重塑* Budget for Website Revamp only
H3
第11-28個月Months 11-28
TBC TWD

成為代理平台Become Agent Platform

讓客戶/合作夥伴能夠建構代理Enable customers/partners to build agents

成功指標Success Metrics

100+ 客戶建構的代理,5+ ISV 合作夥伴100+ customer-built agents, 5+ commercial ISV partners

交付物Deliverables
  • DATASYS Builder (低程式碼代理/應用程式建構器)DATASYS Builder (low-code agent/app builder)
  • 自然語言到代理創建Natural language to agent creation
  • 代理開發 SDK 與 APIAgent development SDK and APIs
  • 代理認證計畫Agent certification program
H4
第29個月+Months 29+
TBC TWD

協調生態系統Orchestrate Ecosystem

市集經濟和生態系統成熟度Marketplace economics and ecosystem maturity

成功指標Success Metrics

200+ 市集代理,40% 收益來自平台費用200+ marketplace agents, 40% revenue from platform fees

交付物Deliverables
  • AI 代理商店公開市集AI Agent Store public marketplace
  • 收益分享模式 (70/30 分成)Revenue share model (70/30 split)
  • ISV 合作夥伴計畫ISV partner program
  • 跨工廠協調框架Cross-plant orchestration frameworks

獨特價值主張Unique Value Proposition

平台開放性Platform Openness

客戶和合作夥伴可建構自訂代理(Oracle/SAP 無法匹敵)Customers and partners build custom agents (Oracle/SAP can't match)

製造業專業知識Manufacturing Expertise

40年 ERP/MES/PLM 領域經驗40 years of ERP/MES/PLM domain knowledge

亞太市場契合度Asia-Pacific Fit

語言、文化和市場接近性Language, cultural, and market proximity

先行者優勢First-Mover Advantage

在第24個月達到 Builder GA,領先競爭對手Builder GA by Month 24 while competitors iterate

網絡效應Network Effects

更多代理 → 更多用戶 → 更多價值More agents → More users → More value

實施路線圖Implementation Roadmap

實施路線圖與時程Roadmap & Timeline

總專案時程: 36+ 個月,分4個階段Total Project Duration: 36+ months across 4 horizons

36+ 個月轉型路線圖36+ Month Transformation Roadmap

06121824303642
H1
第1-4月M1-4
H2
第5-10月M5-10
H3
第11-28月M11-28
H4
第29月+M29+
H1 驗證H1 Validation
H2 驗證H2 Validation
Builder GABuilder GA
生態成熟Ecosystem Maturity
H1
H2
H3
H4
里程碑Milestone
H1
1-4 個月Months 1-43M TWD
第1週Week 1

探索工作坊與專案啟動Discovery workshop & project kickoff

第2個月Month 2

AI 助理上線於 /start 頁面和聊天小工具AI Assistant live on /start page and chat widget

第3個月Month 3

代理工作流程與 CRM 整合完成Agentic workflow and CRM integration complete

第4個月Month 4

業務影響測量(目標:轉換率提升25%)Business impact measured (Target: 25% conversion)

H2
5-10 個月Months 5-105M* TWD
第6個月Month 6

AI 原生網站啟動 (主要交付成果)AI-native website launch (Primary Deliverable)

第8個月Month 8

產品嵌入 AI 規劃與設計Product embedded AI planning & design

第10個月Month 10

H2 採用率驗證與決策關卡H2 adoption validation & decision gate

費用不包含:投資僅包含網站重塑;不包含產品嵌入式 AI 與 5 個代理藍圖Excludes: Investment for Website Revamp only; excludes embedded AI and 5 blueprints

H3
11-28 個月Months 11-28TBC TWD
第14個月Month 14

Builder Alpha,10-15個試點客戶Builder Alpha with 10-15 pilot customers

第18個月Month 18

自然語言到代理創建功能上線Natural language to agent creation live

第24個月Month 24

Builder GA,100+ 客戶建構的代理Builder GA with 100+ customer-built agents

第28個月Month 28

代理認證計畫啟動Agent certification program operational

H4
29+ 個月Months 29+TBC TWD
第30個月Month 30

代理商店公開 Beta (20-30個代理)Agent Store public beta (20-30 agents)

第36個月Month 36

生態系統成熟 (200+ 代理, 20+ ISV)Ecosystem maturity (200+ agents, 20+ ISVs)

第42個月+Month 42+

進階功能 (機器人、跨工廠協調)Advanced capabilities (robotics, cross-plant)

決策關卡Decision Gates

每個階段在下一次投資之前證明價值,創造去風險化的轉型路徑。Each horizon proves value before the next investment, creating a de-risked transformation path.

第4個月Month 4

H1 投資報酬率驗證 → 決定是否進入 H2H1 ROI validation → Proceed to H2 decision

第10個月Month 10

H2 採用率驗證 → 決定是否進入 H3H2 adoption validation → Proceed to H3 decision

第24個月Month 24

H3 平台驗證 → 決定是否進入 H4H3 platform validation → Proceed to H4 decision

系統架構System Architecture

/// 技術架構Technical Architecture

前端 (網站元件)Frontend / Web

Next.js / React
AI 代理人
協作者
AI Agent
Orchestrator

專業級 AI 代理人群Pro AI Agent Group

對話代理人Conversation
潛客資格驗證Qualification
內容推薦Recommendation
意圖分析Intent Analysis
後續跟進Follow-up
知識庫管理Knowledge Mgmt
數據分析Analytics
Integrations
HubSpot / CRMVector DB

前端Frontend

Widget 與 Next.js 整合Widget & Next.js Integration

AI / RAGAI / RAG

多代理協作架構Multi-Agent Collaboration

後端與整合Backend

Node.js / Python 協作層Node.js / Python Orchestrator

資安與合規Security

TLS 加密與 PII 最小化TLS & PII Minimization