Question 1 / of 10

📄 How do you handle trade documents?

Purchase orders, invoices, shipping documents, customs declaration forms

📝
100% Manual — printing, typing, copy-paste
Takes 10-30 minutes per document
📊
Mostly Manual — Excel + email templates
Copy-pasting between systems
💻
Partially Automated — ERP or software assisted
But still requires significant manual verification
Mostly Automated — OCR + auto-fill
Minimal manual intervention
🤖
Fully AI-Driven — auto-extraction, matching, alerts
AI handles end-to-end document workflows

📊 How do you make business decisions?

Pricing, inventory, market entry, forecasting

🤷
Rely on intuition + checking bank account balance
Only react when cash flow is tight
📋
Monthly Excel reports — prepared by accounting
We review them, but the data is lagged
📈
Weekly dashboards + partial forecasting
Tracking KPIs but manually operated
🔮
BI tools + trend analysis — data-driven
Most decisions are backed by data
🧠
AI predictive analytics — real-time recommendations
AI suggests the best course of action

🌐 How do you find new customers?

Lead generation, marketing, sales channels

📞
Rely solely on referrals + trade shows
Almost no online presence
🛒
One B2B platform (Alibaba / Global Sources)
Pay annual fee, wait for inquiries
🌍
B2B platforms + basic website + LinkedIn
Multi-channel but not integrated
🚀
Multi-channel + CRM + email marketing
Automated follow-up, lead scoring
🤖
AI-driven — Automated lead generation, nurturing, conversion
Full-funnel automation

🔗 How do you manage your supply chain?

Suppliers, production tracking, quality control

📱
Phone + WeChat messages
No system — entirely reliant on memory
📧
Email + Excel tracking
Manual updates, often outdated
🏭
Basic ERP with supply chain module
Partial automation, QC is still manual
📊
Integrated ERP + supplier portal
Real-time tracking, digital QC
🤖
AI management — Automated replenishment, forecasting
AI QC + predictive logistics

🤖 How much experience do you have using AI?

Current level of AI adoption

What is AI? — Never used it
Heard of ChatGPT but never tried it
💬
Using ChatGPT for basic tasks
Translation, drafting emails, research
🛠️
Using AI tools in some processes
OCR, chatbot, basic automation
⚙️
AI integrated into business processes
Multiple AI tools, custom workflows
🧠
AI-native — Core operations rely on AI
AI agents handling end-to-end processes

📋 How do you handle trade compliance?

Tariffs, customs regulations, product certification

😰
Ignore it — hope for the best
No process, only react when customs holds goods
🔍
Manually Google for each shipment
Ad-hoc search for HS codes + requirements
📋
Freight forwarder handles compliance
Outsourced but lacking transparency
📊
Excel tracking + regular audits
Maintain product certification database
🤖
AI automatically checks each shipment
Real-time regulatory updates + early warnings

📦 How do you manage your inventory?

Warehouse tracking, safety stock, dead stock

📝
Rely on memory + periodic stocktake
No system — often unexpected issues
📊
Excel sheets, updated weekly/monthly
Often inaccurate, leads to stockouts
💻
Basic ERP inventory module
Records ins and outs but no forecasting
📈
ERP + demand forecasting + replenishment alerts
Proactive replenishment, inventory aging reports
🤖
AI-driven — automatically optimize inventory levels
Demand forecasting + dead stock clearance AI

💰 How do you set prices and calculate profits?

Quotation, landed cost, exchange rates, profitability

🤷
Rough estimation — "sounds about right"
Not very clear about actual profits
📝
Excel calculator — cost + markup
Calculated manually, easy to miss hidden costs
💻
ERP pricing module with templates
Standard margin but static
📊
Dynamic pricing — exchange rate + landed cost aware
Automatically calculates the total cost of each order
🤖
AI profit optimizer — real-time pricing
Suggests optimal prices + alerts on low-margin deals

🌍 How do you handle cross-border communication?

Multilingual, time zones, cultural differences

📱
Only use WeChat + Google Translate
Frequent misunderstandings
📧
Email + basic translation tools
Bilingual staff handle key accounts
🌐
Multilingual website + email templates
Partially localized but not systematized
📊
Professional translation + CRM workflows
Structured multilingual processes
🤖
AI real-time translation + cultural adaptation
Automatically translates documents, emails, and contracts

📊 How mature is your data analysis?

Reports, KPIs, Business Intelligence

We don't track data systematically
Everything relies on human memory
📋
Basic Excel reports, once a month
Done manually, time-consuming, error-prone
📊
ERP reports + some custom dashboards
Standard reports, limited customization
📈
BI Platform + Automated Reports
Real-time dashboard, drill-down
🤖
AI Analysis — Predictive + Prescriptive Recommendations
AI proactively discovers insights, suggests actions
📬

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