Featured client results

Challenge

A traditional firm handles each registration with repeated manual rounds: the client fills a form, the firm checks it, documents are amended, industry tax rates are compared, a quote is issued, payment is chased, and intake is tracked. The whole flow averaged 14 days, with hundreds of cases a week, and the CPAs' time went to intake busywork.

OTSM's solution

An 11-stage workflow, from the v2 application form and AI industry analysis to the v2 document manager, industry tax-rate lookup, extra-item pricing, admin selection of the lead candidate, and automatic PaymentFlex on quote_sent, all online. It integrates the g0v company data mirror, the Ministry of Finance FY114 industry profit-standard database, and automated SEO rollout.

Result highlights

We used to chase each case for missing documents three times. Now the system sends reminders automatically and the AI suggests the tax rate, so our accountants can focus on advising instead of playing customer service.

— Great River CPA · Hung Hsiang-wen, CPA

Challenge

Inquiries for manor weddings, staff trips and birthday hires surged, and each quote depends on headcount, menu tier, lodging and add-ons. Sales had to price it by hand in Excel, export a PDF, then send it by LINE or email — an average of 1–2 days. Clients compare vendors fast, and often booked elsewhere before the quote arrived.

OTSM's solution

We built an instant quoting engine: every package, add-on, holiday surcharge and group discount rule was parameterized. On the front end the client picks headcount / date / package with sliders, the system prices it live and generates a standard PDF quote, then emails it to the client and the sales admin. A LINE push goes out alongside it, so the client has a quote in 30 seconds and sales follows up within 24 hours.

Result highlights

Weekends used to be our sales team's biggest headache. Now a customer asking online at midnight gets a quote in seconds, our reps only follow up on the tricky cases, and our close rate has doubled.

— Shire International · Warm Valley Manor · Sales team

Challenge

The group runs 5 business units, more than 20 social accounts and a website. The marketing lead had to screenshot each back office by hand, assemble Excel sheets and build a monthly report. Collecting the data alone ate a week of the team's time every month, and the boss could only see "yesterday's ad results" at the following Wednesday meeting.

OTSM's solution

We built an automated multi-platform API service: through Meta Graph, Google Analytics 4 and the YouTube Data API, LINE Notify and our own site tracking, each unit's core KPIs (views, engagement, conversion, cost) are pulled in automatically overnight. Executives get the LINE report at 8:00 in the morning, the dashboard finishes its full heat map by 11:00 and traffic anomalies alert the marketing owner immediately.

Result highlights

Every Wednesday marketing meeting used to be spent reconciling Excel. Now LINE tells me at 8 a.m. which post did best and which ad did worst yesterday. Decisions went from a week to a day.

— Yuanmeng Group · Marketing Director

Challenge

Inquiries arrived through three entry points — LINE, email and paper — then were copied by hand into quotes and work orders. Outsourced purchasing and goods inspection were tracked on paper. Scheduling relied on senior operators' judgment, so margin and due dates could not both be met, and month-end reconciliation meant flipping through several ledgers.

OTSM's solution

We split "inquiry → quote → order → outsourced purchasing → IQC / FQC → production scheduling → scan-based operations → shipping → financial reconciliation" into 11 workflow stations. The LINE official account parses inquiries automatically, paper is OCR'd into orders, and email inquiries are parsed by AI. Scheduling computes a priority score from client tier, margin and due date. Tooling costs are charged to the work order, and BOM inventory plus finance documents were built alongside. Assembled from OTSM ERP Core standard modules, customizing only what machining truly does differently.

Result highlights

Status: most modules are complete; 8 new modules go to production after a half-day sample test with the client, and the production rollout is scheduled.