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企业应用架构师套件

ERP、CRM 与 ITSM 项目：差距分析、SAP S/4HANA、Salesforce、Dynamics 365 与 ServiceNow 设计、WRICEF 规格、低代码治理、业务应用中的 GenAI、迁移与割接。

第 1 步

探索与标准适配

  1. Fit-Gap Analysis Template (Fit-to-Standard for ERP, CRM, SaaS)

    完整

    Fit-to-standard workshops, classification rules, fit-gap register, gap scoring, resolution options, upgrade impact, decisions, backlog handoff

    Fit-to-standard concept of SAP Activate (Explore) and the Dynamics 365 implementation guide

  2. SAP S/4HANA Solution Design Template (SAP Activate, Clean Core)

    完整

    Edition and transition path, enterprise structure, processes, fit-to-standard results, clean core levels A-D, integration, migration, roles, landscape

    SAP Activate (Explore deliverables); SAP clean core levels A to D (2025)

  3. Salesforce Solution Design Template (Well-Architected, Agentforce)

    完整

    Salesforce org design: org strategy, LDV and sharing, identity, Flow vs Apex, governor limits, events and APIs, Agentforce, DevOps, Well-Architected review

    Salesforce Well-Architected (5 pillars, Agentic Enterprise lens, Sep 2026)

  4. Dynamics 365 Solution Blueprint Template (Success by Design)

    完整

    D365 blueprint for Success by Design reviews: scope, environments, ALM, data, integration, security, AI, testing, performance, cutover, findings

    Microsoft Dynamics 365 Success by Design (implementation guide, Aug 2026)

  5. ServiceNow Platform Design Template (CSDM 5, CMDB, Upgrades)

    完整

    ServiceNow design: instance strategy, CSDM 5 domains and stages, CMDB and IRE, Discovery and MID Servers, integrations, customisation, upgrades, security

    ServiceNow CSDM 5 (white paper, May 2025, 7 domains)
第 2 步

构建

  1. WRICEF Object Specification Template (Functional and Technical)

    完整

    Object summary, WRICEF type, business rules, functional and type-specific design, clean core rating, mapping, errors, security, tests, transport

    WRICEF practice on ERP programmes; SAP Activate Explore; SAP clean core levels

  2. Low-Code Platform Governance Template (Power Platform)

    完整

    Principles, personas, CoE RACI, environment strategy, data policies, managed environments, pipelines, solution tiers, agent rules, inventory, support

    Microsoft Power Platform governance guidance (Microsoft Learn, October 2026)

  3. GenAI Enterprise Application Integration Design Template (ERP, CRM, ITSM)

    完整

    Suite use cases, native vs custom scoring, vendor AI baseline, grounding and oversharing, integration, oversight, residency, evals, cost, AI Act

    Vendor documentation (SAP Joule, Salesforce Agentforce, Microsoft 365 Copilot, ServiceNow Otto); EU AI Act as amended by 2026/1744

  4. Integration Design Document Template (Enterprise Integration Patterns)

    完整

    Integration design: landscape, catalogue, per-flow pattern, field mapping, transformation, retries, idempotency, canonical model, cutover

    Enterprise Integration Patterns (Hohpe and Woolf, 2003); API-led layers; CloudEvents 1.0.2
第 3 步

迁移

  1. Data Migration Strategy Template (Mapping, Mock Loads, Reconciliation)

    完整

    Object inventory, profiling, cleansing, mapping, big bang vs phased vs trickle, load sequence, mock loads, reconciliation design, cutover steps, fallback

    DAMA-DMBOK2 Revised (2024) knowledge areas; SAP Activate and Dynamics 365 migration stages

  2. Data Migration Reconciliation Report Template

    完整

    Load identification, record count balance, control totals, field sampling, rejected records, defects, tolerance assessment, business validation, trend, sign-off

    DAMA-DMBOK2 Revised (2024) data quality knowledge area

  3. Cutover Plan and Runbook Template

    完整

    Cutover strategy, command centre RACI, entry criteria and freezes, rehearsals, T-minus timeline, runbook, go/no-go, point of no return, rollback, sign-off

    AWS large migration playbooks (T-minus gates); Dynamics 365 go-live checklist
第 4 步

运行

  1. Hypercare Plan Template

    完整

    Post-go-live support: duration, support tiers and rota, daily cadence, severity targets, monitoring, known issues, triage, KPIs, exit criteria, handoff

    AWS Prescriptive Guidance (hypercare); Dynamics 365 implementation guide

  2. Operations Handover and Knowledge Transfer Template

    完整

    Transition to support: services, timeline, support model, acceptance into service, documentation pack, KT sessions, shadowing, access, ITSM mapping, warranty

    ISO/IEC 20000-1:2018 cl. 8.5; ITIL 4 practice names; Dynamics 365 implementation guide