Checklist for preparing information prior to contracting for low-code projects

100Small and medium-sized manufacturing companies with up to 10 employees • Full detailed version • Includes exclusive advice from Arithmetic Technologies

Catalog navigation
1 General basic information
2 Industry-specific information
3 Core module supplement
4 Deployment and Integration
5 Project Notes
6 Arithmetic Science and Technology Recommendations

I. General basic information (Ultra-detailed simplified version)

Core principles：Rejecting Complex Documentation，prioritize"Reuse of existing information+Oralization supplement"，MiCount assists in the whole process of transformation.

📋 List of mandatory information（Classification by submission time frame）：
  • First day of contract negotiations：Copy of business license、Project Counterparty Confirmation Sheet、Budget and procurement requirements
  • Prior to contract signing5working days：Core project requirements、List of current pain points、List of system users
  • Prior to contract signing3working days：Organizational Chart、Simple layout of the plant、Project Time Plan
mandatory field Copy of business license

Field-level detail requirements：

  • Clear display of the unified social credit code, Scope of business (Need to include the corresponding manufacturing category, e.g., "hardware processing", "food production"), Name of legal representative food production"), Name of legal representative
  • Stamped with the fresh seal of the enterprise（fuzzy and ineffective）
  • Remaining validity period≥6months，Proof of renewal is required if expiration is imminent

Form of submission：

high definition (photo, audio or television)PDFscan（The cell phone needs to be facing the right way to take a picture，shadowless、legible）

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：If the customer only has unclear photos，MiCount can help optimize cropping、Improve clarity
  • ⚠️ Tips for avoiding the pit：Photocopies without fresh seals are invalid，Avoid late qualification rejections
  • 💡 alternative：No electronic seal filed for the time being，available"Official seal photo+Scanned handwritten signature of the legal person"temporary use，Freshly stamped at the time of contract signature
mandatory field Project Counterparty Confirmation Sheet

Field-level detail requirements：

  • core field：Docker's name、duties（Recommended for bosses/Head of Production，Need to be able to shoot the demand）、cell phone number、microsoft、inbox
  • Clarification of competence：tick"Requirement Confirmation、Programmatic signatures、Payment Approval、Receiving and Inspection Confirmation"four
  • Handwritten signature of the counterpart+dates

Form of submission：

Word version (Calculus Technologies provides templates, The customer fills in the signature and takes a picture/Scan Returns)

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：Off-the-shelf confirmation form templates are available，Clients only need to fill in the blanks and sign
  • ⚠️ Tips for avoiding the pit：Avoid specifying"Clerks without decision-making authority"counterpart，Leads to iterative communication of requirements、delay progress (e.g. on a project)
  • 💡 Additional recommendations：synchronize1Named Alternate Docker（e.g. workshop supervisor），Prevent interruption of work by leave of absence of the primary counterpart
mandatory field Organizational Chart

Field-level detail requirements：

  • Labeling of core departments and number of personnel: production workshop (total number of people), repository (1-2 people), procurement (for an enterprise etc) (1 person), sales (1-2 persons), financial affairs (1 person), executive (administrative) (1 person)
  • Mark the name and contact information of each department head
  • No need for shift level, Job Level Breakdown (e.g. "Production workshop-operator" No specific names are required)

Form of submission：

hand-painted picture、PPTscreenshot (computing)、ExcelForms are available（needlessVisioprofessional graph）

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：After the customer provides a hand-drawn drawing，The arithmetic science and technology help translates into a regulatedExceltabular
  • ⚠️ Tips for avoiding the pit：If the enterprise does not have a clear division of departments（If the owner is also in charge of purchasing、financial affairs），Need to be labeled in the drawing"holding several jobs at once"，Avoiding Missing Permission Configurations
  • 💡 Additional recommendations：Architecture diagrams need not be aesthetically pleasing，At its core, it is clear"Who is responsible for which business"
mandatory field Simple layout of the plant

Field-level detail requirements：

  • Marking of core areas：Production workshop、Raw material warehouse、Finished goods warehouse、quality control area（if not）、business premises
  • Marking the general route of material flow (e.g. "Raw material warehouse → Production workshop → Finished goods warehouse")
  • Marking the location of key facilities（If the feeding port、delivery outlet、platform balance）

Form of submission：

Cell phone on-site photo（annotated character）、hand-painted manuscript（Name of the marked area）

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：Blank layout templates are available from MiCount；If the customer is unable to mark，schedulable15Minute video link，Remote guidance labeling
  • ⚠️ Tips for avoiding the pit：need to be marked"Whether the warehouse is partitioned for storage"（e.g. raw materials/Separation of defective products），Avoiding late inventory module design discrepancies
  • 💡 Additional recommendations：No need to shoot details，It is sufficient to focus on showing regional distribution and flow routes
mandatory field Core project requirements

Field-level detail requirements：

  • core field：3-5Core business objectives（No need to quantify，Articulate the actual needs）、Functional requirements、Usage Scenarios
  • typical example："goal1：substitute forExcelproduction ledger，Realize real-time view of production progress；functionality：Create work orders online、Operator Announcer；take：The workshop supervisor checks the completion status of each order on a daily basis"
  • annotate (e.g. a character with its pinyin) "must be realized" and "Optional Realization" (Distinguish between core and value-added needs)

Form of submission：

Word version, microsoft text, Speech to text is available (Calculus Technologies provides templates)

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：If the client does not express himself clearly，Arithmetic Science and Technology through"5method of questioning"priming and combing（"What problem are you most interested in solving?？Who uses this feature?？When do I use it?？"）
  • ⚠️ Tips for avoiding the pit: Avoidance of vague expressions (e.g. "increase efficiency"), clarity required "Improve the efficiency of which block" (e.g. "production reporting efficiency"), Preventing later functionality from deviating from requirements. Production reporting efficiency"), Preventing later functionality from deviating from requirements
  • 💡 Additional recommendations：Priority combing"Urgent and necessary"demand for，Optional requirements will be added later through secondary development
mandatory field List of current pain points

Field-level detail requirements：

  • By sector3-5The core pain points: Production workshop, repository, procedure (for an enterprise etc), Sale of each1-2
  • Each pain point contains：Existing operational processes（1-2sentence）、Specific manifestations of pain points、Existing interim solutions
  • typical example: "Warehouse pain points: Existing processes→Operators manually fill out material requisitions, Stores clerk to check and issue material; point of pain→Error-prone order filling, Time-consuming verification1hourly/day; interim program→Arranging for the storekeeper to materials; point of pain→Error-prone order filling, Time-consuming verification1hourly/day; interim program→Arranging for the storekeeper to organize the list of commonly used materials in advance"

Form of submission：

Excelsummary table（Calculus Technologies provides templates，Customers only need to fill in the blanks）

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：After the matchmaker collects the pain points of each department，MiCount helps to categorize and organize、distill core，get rid of"Cannot be resolved through the system"disadvantages
  • ⚠️ Tips for avoiding the pit: Need to label pain points "Whether it affects delivery/(manufacturing, production etc) costs" (e.g. "Inventory inaccuracies leading to stock-out delays"), Prioritize core pain points "Inventory inaccuracies leading to stock-out delays". leading to stock-out delays"), Prioritize core pain points
  • 💡 Additional recommendations：not distinguishing between"Frequency of pain points/Scope of impact"，Just write about the actual problem，Details to be added by Arithmetic Technologies when researching
mandatory field Project Time Plan

Field-level detail requirements：

  • Core time points：Requirements research start date、Research Deadline、System development completion date、Workshop pilot go-live day、Company-wide official go-live day、Acceptance deadline
  • annotate (e.g. a character with its pinyin) "Flexible and adjustable hours" (If pilot go-live date can be postponed3 days)
  • Clarify responsibility for extensions：Non-Customer Extension，Calculating Technology Undertaking；Extension due to overdue customer information，schedule extension

Form of submission：

Excelsummary table（Date only）、WeChat Confirmation Record

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：According to the customer's production rhythm（If you avoid the peak season、maintenance period），MiCount helps to create a reasonable time plan，reserve3-5three-day buffer
  • ⚠️ Tips for avoiding the pit：High fluctuations in production by small and medium-sized enterprises，Avoid stereotyping"non-adjustable"timing，Preventing disputes at a later stage
  • 💡 Additional recommendations：No need for a Gantt chart.，Simply list the dates and corresponding actions
mandatory field Budget and procurement requirements

Field-level detail requirements：

  • Budget scope: Clarify the total budget range (e.g., "$30-$50K", "$50-$80K"), no need to split the breakdown
  • Type of procurement：tick"Newly purchased low-code platform""Secondary development of existing platforms""Platforms+Basic Hardware（scanner gun/printer）"
  • Payment method preference: tick "payment 50% + payment for goods received 50%" or "payment 30% + progress payment 40% + payment for goods received 30%". received30%".

Form of submission：

microsoft/Records of telephone communications, Word version (MiCount organized into written confirmation sheets)

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：Based on budget scope，MiCount offers"Cost-effective function combination program"，Elimination of non-core functions that are over budget
  • ⚠️ Tips for avoiding the pit：Clarify whether it contains"Post-operation and maintenance costs"（If the annual Services fee），Avoid disputes over hidden fees at a later stage
  • 💡 Additional recommendations：Preferred by small and medium-sized enterprises"One-time payment+basic operation and maintenance (BOM)"，Controlling long-term costs
mandatory field List of system users

Field-level detail requirements：

  • core fields: name and surname, Departments/a job, cell phone number (for login authentication), Whether approval authority is required, Terminal Preferences (PC/mobile)
  • typical example："John Doe，Director of Production Workshop，138XXXX1234，Approval authority required，PC+mobile"
  • No need for statistics"Number of concurrent users"，MiCount is configured to the actual number of userslicense（reserve5A backup account.）

Form of submission：

Excelsummary table（Calculus Technologies provides templates，Customers only need to fill in the blanks）

Exclusive advice from Arithmetic Technologies：

  • ✅ assisted movement：MiCount automatically matches base permissions to jobs（If the operator is only open"report for work"scope of one's jurisdiction，Boss Open"Full Data View"scope of one's jurisdiction）
  • ⚠️ Tips for avoiding the pit：Cell phone number needs to be accurate，Avoid not receiving the verification code when logging in
  • 💡 Additional recommendations：Mobile Preferred"Enterprise WeChat/WeChat small program"，No additional downloadsAPP，Reduced learning costs for operators

II. Exclusive information for the manufacturing industry (By Segment)

Core principles：Mainstream scenarios for four types of SMEs by "(math.) discrete/workflows/outfit/injection molding", Refinement of information requirements. Supplementary reuse of existing documents, Spoken description alternative to standard documentation.

🔧 discrete manufacturing（small hardware/small machine/Electronics assembly）

Core features：Small order size, multispecies, Fewer work processes (3-5 passes), No complex scheduling, The equipment is manually/semi-automatic, Simple material matching requirements.

Key information items：
  • Product Process List（Alternative Complex Process Roadmap）
  • simplicityBOMlist of items（monolayer，Replacement of multiple tiersBOM）
  • Production Work Order Template（currently available）
  • Workshop work in progress（WIP）Management information
  • inventory ledger、Incoming and outgoing process、Material inventory rules
  • QC checklist and QC records

🏭 process manufacturing（Small-scale food processing/Mini-Chemicals/Coatings production）

Core features：homogeneous formula、mass produce、Basis of Compliance Requirements、No complex batch traceability、Materials are mostly expiration dates/hazardous chemicals（portion）.

Key information items：
  • Product Formulas（Core information，Confidential storage required）
  • production sheet（currently available）、Batch management information
  • Expiry date bill of materials（Including early warning lead time）
  • Hazardous Materials Management Information（metallurgy/Coating Industry Requirements）
  • Basic Compliance Documents（production license、hygiene/environmental standard）

🔩 Equipment Manufacturing（Small customized equipment/Agricultural Machinery Accessories）

Core features：Order customization, short production lead time (1-2 weeks/order), No complex outsourcing, Many parts but simple structure, Aftermarket demand base.

Key information items：
  • Product assembly list（Alternative classificationBOM）
  • Customer Order Requirements（Customized Core）
  • Information on outsourced processing、workwear/Mold Ledger
  • Equipment ledger、Simple after-sales records、List of spare parts

🌀 injection molding（Small injection molding processing plant/Injection molded parts production）

Core features：Dependent Molds、Material is plastic particles（Containing color masterbatch/food additive）、Process parameters to be controlled、Recycling of sprues exists、Mass production is the mainstay、Partially involves outsourced oil spraying/silkscreen.

Key information items：
  • Injection Molding Process Parameter Table（Core information，Parameter complexity，Precise labeling required）
  • Mold Ledger（life cycle management、maintenance program）
  • Production scheduling list（simplified version）、Record of recycling of sprues
  • material ledger、Incoming and outgoing storage and feeding records
  • Outsourcing management、equipment management、quality control、analysis of defective products

III. Supplementary core modules (caveat + deployment method + docking system)

Core principles：Targeting key aspects of low-code project landing，Combining startupsITpoor foundation、Legacy features of older company systems，Clarify the key points of information preparation、Calculus Technology assists in the movement and adaptation of the program.

📋 Project Core Considerations

  • Data security and confidentiality：Clarify core confidential data、agree to and sign (a treaty etc)《Data Privacy Agreement》、System setup hierarchical viewing rights
  • Personnel cooperation and training：draw up "1-to-1 Simplified Training Program", avoiding the peak production season, seeding
  • Requirements Change Management：Clarify the change process、Setting the change threshold、Priority combing"Urgent and necessary"demand (economics)
  • Acceptance criteria and after-sales：Development of acceptance checklists by project objective、Clarify the timeframe for after-sales response、Provide free operation and maintenance period

☁️ Deployment method（Adaptation by business type）

  • Cloud Deployment：simple structure、Medium security、Easy maintenance（First choice for startups）
  • local deployment：high cost、High security、Complicated maintenance（Sensitive data available、Veteran companies that require high compliance）
  • hybrid deployment：Medium cost、Balancing Safety and Convenience（Large-scale start-ups、Companies expanding in size）

🔗 system connection（Sub-module sorting）

  • Financial system interfacing：UFIDA, Kingdee, butler's wife, etc. (Fulfillment of orders-Automatic synchronization of financial data)
  • store in a warehouse/Equipment system interfacing：WMSsystems、scanner gun、Printers, etc.（Real-time inventory synchronization、hardware adaptation）
  • our customers/Supply Chain System Interfacing：CRMsystems、order system（Customer Orders→Automatic generation of production work orders）
  • Docking of old systems：Existing JianDaoYun Applications、proprietary system、Historical data ledger（data migration、Smooth switching）
  • electronic contract/receipt or bill for purchase/Logistics Docking：Baudrillard (name)、airmail letter、Yau Tsim Sha Tsui etc（Full Process Linkage、Reduce duplicate entries）
💡 final recommendation：
  • ✅ It is not necessary to prepare all the above information at once by pressing "Time frame for submission" Staged submission
  • ✅ All materials do not need to be professionally aesthetically pleasing，List of existing manuals、Excel、WeChat text are available
  • ✅ MiCount assists in the entire process of sorting、isomerization (chemistry)、standardization，Customers only need to provide basic materials
  • ✅ Reserved for the initial phase of the project10%Budgeted for minor requirement changes，Flexibility to respond to business adjustments
  • 🎯 Priority combing"Urgent and necessary"demand for，Optional requirements will be added later through secondary development，Lower initial investment