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FORM 2 FUNCTION · ERP × AI

AI that works inside the systems you already run.

Production-grade Claude integration, built by a 20-year, US CPA-led ERP practice. 讓 AI 直接在你既有的系統裡工作 —— 由 20 年、美國 CPA 領銜的 ERP 實作團隊打造。AI を、いま使っているシステムの中へ。20年の ERP 実装チームが構築します。

~120 enterprise clients 20 yrs ERP delivery US CPA-led 繁中 · EN · 日本語 Production Claude deployments
On-premise ERPCloud SaaS ERPLocal / regional ERPClaude APIMCPGCP · AWS

On-premise enterprise suites · cloud-native SaaS · Taiwan-local platforms — we cover them all, vendor-neutral.地端大型套裝、雲端原生 SaaS、台灣在地系統 —— 全平台、不綁單一廠商。

What we build

We don’t bolt AI on. We build it in.

我們不是外掛 AI,是把 AI 內建進營運層。

Natural language → ERP transactions

自然語言直接開單 · 自然言語でERP起票

One paragraph in. Claude parses it into structured, multi-record transactions — fuzzy entity matching, CJK homophone resolution, human confirmation before commit.

30× faster · $0.02 / transaction

MCP bridge to your ERP

MCP 橋接 ERP · MCPでERP連携

A custom Model Context Protocol server connects Claude to your ERP REST APIs over OAuth 2.0 — consultants and end-users operate the system in plain language.

OAuth 2.0 · open standard

AI analytics overlay

AI 分析疊層 · AI分析オーバーレイ

Natural language triggers SQL execution with Claude analysis — live dashboards, geo-visualization and scheduling, all inside the ERP’s native UI.

real-time

Module cost optimization

模組成本優化 · モジュール費用最適化

AI-augmented custom development replaces premium ERP modules — delivering measurable subscription savings without losing capability.

34% subscription savings

Heterogeneous integration

Where the systems don’t talk to each other — that’s where we work.

系統之間不對話的地方,就是我們的戰場。二十年,串接 ERP、軟硬體,以及中間所有環節。

Cross-ERP

Connect data flows across on-premise enterprise suites, cloud-SaaS and local ERP platforms — and with third-party CRM, WMS and MES.打通地端、雲端 SaaS 與在地 ERP,以及 CRM / WMS / MES 之間的資料流。

Software × Hardware

Integrate barcode / RFID, IoT sensors, line equipment and POS with back-end systems.整合條碼、RFID、IoT、產線設備、POS 與後端。

Client-side depth

Hundreds of implementations from the client’s seat — we make systems run, run well, and run for years.大量甲方視角導入 —— 把系統跑起來、跑順、跑久。

How it works

One sentence in. Structured transactions out.

Natural language使用者一段話(繁中 / EN / 日本語)
Claude · Opusparse · reason · confirm
MCP ServerOAuth 2.0 bridge
Cloud SaaS ERP
On-premise ERP
Local ERP
CRM · WMS · MES · Hardware (RFID / IoT / POS) · Databases異質系統 & 軟硬體

Why Form 2 Function

An ERP practice that learned AI — not the other way around.

是會做 AI 的 ERP 老手,不是學 ERP 的 AI 新創。

30×efficiency gain效率提升
$0.02per AI transaction每筆 AI 交易
34%subscription savings訂閱費節省
~120enterprise clients企業客戶

Live in production — Claude embedded as a native extension inside a cloud-SaaS ERP for a cross-border manufacturer (Taiwan + US, 200+ field engineers): natural-language CRM, AI operations dashboard, MCP automation.

Cases · in production

From engineers’ heads to a system of record.

A real engagement, told as a business scenario — client confidential. 真實案例,以業態情境呈現(客戶保密,不具名)。

B2B high-tech instrument integration & maintenance · serving Tier-1 semiconductor fabs 半導體 Tier-1 廠之高階分析儀器銷售、系統整合與維保(B2B)

The situation

  • A 50–100-person firm selling, integrating and maintaining programmable analytical instruments (gas-detection, water / process-safety) inside 24/7 fabs.
  • Field engineers dispatched under 4 / 8 / 24-hour SLAs, switching across multiple sites and customers in a single week.
  • The instruments are software-programmable and tied into fab MES / SECS-GEM — faults are often firmware, config or protocol, not hardware.
  • Dispatch scheduling lived in senior staff’s heads; equipment history was scattered across spreadsheets and laptops; SLA status was invisible; technicians re-keyed time three times.

What we built

  • A unified, multi-entity cloud-native SaaS ERP — finance, CRM, inventory, order, project and fixed-assets on one backbone.
  • A custom Engineer Portal: one screen for SLA-countdown dispatches, mobile time-reporting with fault codes & photos, and a per-device history timeline (firmware / config-hash / calibration).
  • Event-driven dispatch with dynamic approver routing by customer-tier × SLA × region — approvable from a phone.
  • A customer self-service center so the fab’s own engineers request dispatch and view equipment history.
  • Claude wired in over MCP for natural-language queries across the whole system.

The outcome

  • 95%+ SLA attainment — from a verbal promise to a measured metric.
  • 100% of equipment history centralized (was scattered Excel + laptops).
  • 5–7 → 2–3 days monthly close.
  • time entry — reported once, not three times.
  • Customers self-serve instead of phoning and emailing.

Across nine industries — vendor-neutral, client-confidential.

Every engagement shares one backbone: project management & P&L — and, increasingly, IPO-readiness. 每一案的共通主軸:專案管理及損益,以及日益常見的 IPO 前期準備。

Industry
Representative segments — no client names
Common ERP needs
Semiconductor · Tier-1 fabs半導體 Tier-1 Fab
12" / 8" wafer fabs · science-park process plants
High-SLA field maintenance · on-site engineers · dispatch SLA · equipment history
High-tech manufacturing高科技製造
Semiconductor equipment / materials / distribution · 3C storage electronics
BOM · substitute parts · serial tracking · multi-entity · IPO readiness
General manufacturing一般製造
Sportswear · PET packaging · machine tools · pharma · biotech · food packaging · industrial automation
Cost control · multi-BU GL · e-invoicing · multi-entity · IPO readiness
Retail & e-commerce零售與電商
Luxury fashion POS · multi-store e-comm (22 channels) · social commerce · department-store counters
POS integration · multi-store multi-currency e-invoicing · membership & promo · channel commission
Energy & environment能源與環保
Offshore-wind maintenance · smart-energy IoT
High-SLA maintenance · equipment history · subscription billing · dispatch
Services & cloud服務與雲端
AI marketing SaaS · cloud subscription · Zendesk integration
ARR / MRR · multi-currency · API integration
Logistics & shipping物流海運
Vessel leasing · consolidated freight
Lease-contract billing · AR · multi-currency
Publishing & education出版與教育
Textbook publishing (multi-channel) · education publishing
Multi-channel reconciliation · royalty calculation
Non-profit非營利組織
Education NGOs
Fund accounting · multi-party advances · donation-fund allocation
9 industries · 30+ engagements · project P&L and IPO-readiness as the common thread | 覆蓋 9 大業態 · 30+ 個案

The team

Depth you can’t fake.

這種深度,裝不出來。

Lead Consultant — ERP & Finance

主導顧問 — ERP 與財會 · リード|ERP・会計

US CPA with 20 years across on-premise, cloud-SaaS and local ERP platforms. Finance-grade rigor on every integration; McKinsey-style delivery.

US CPA20-yr ERPMulti-entity financeTrilingual delivery

Software × Hardware Integration Architect

軟硬體整合架構師 · ソフト×ハード統合アーキテクト

Turns machines, sensors and instruments into structured ERP data. Deep across the shop-floor-to-cloud stack — from line equipment and programmable instruments to authenticated REST bridges — with the device-lifecycle discipline that regulated, high-tech clients demand.

SECS/GEM · MESPLC / SCADAIndustrial IoT · RFID · POSFirmware & device lifecycleOPC-UA · Modbus · MQTTERP custom records & portals

Field Notes

We build on the field’s best thinking.

The research and tools we build with — and why our clients can trust where this is going. 我們據以打造的研究與工具。

External references are cited for context. Form 2 Function is independent and not affiliated with the publishers.

“Form ever follows function, and this is the law.”

— Louis H. Sullivan, The Tall Office Building Artistically Considered, 1896

Form 2 Function takes its name from the father of the modern skyscraper. Sullivan built towers function-first; we build enterprise systems the same way — clarify the business function, and the system’s form follows. The “2” is our shorthand: form to function. 「Form 2 Function」之名取自現代摩天樓之父蘇利文。他以機能為先造高樓;我們以同樣方式打造企業系統 —— 先釐清業務機能,系統之形隨之而生。

Approach

We deliver, then we make sure it actually runs.

01Discover

Map the current state and pain points — from the client’s seat.

02Architect

Design the heterogeneous integration and AI blueprint.

03Build & Integrate

SuiteScript / PL-SQL / ABAP + Claude API + MCP.

04Verify & Run

Playwright / CDP automated testing, then continuous optimization.

ERP Server & client scripting · PL/SQL · ABAP
AI Claude API (Sonnet / Opus) · MCP protocol
Cloud GCP · AWS
Quality Playwright · CDP automated testing
Delivery Trilingual 繁中 · EN · 日本語

Have a system that should be smarter?

有一套該變聰明的系統?告訴我們你在跑什麼,我們讓你看見可能性。

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