What This Course Will Deliver:
- Three complementary financial diagnostic tools, mastered in one day.
- A complete causal chain: from DuPont to EVA to Throughput Accounting (TA).
- Hands-on practice with a real-world case (PrintCo), including calculations, charting, and action planning.
- Full AI integration — learn to use tools like ChatGPT to finish analysis and charts in seconds.
這門課將為你帶來:
- 三套互補的財務診斷工具,一天內掌握。
- 從杜邦分析、EVA 到有效產出會計(TA),建立完整的因果鏈。
- 以真實案例(PrintCo)進行實戰演練,即場計算、畫圖、制定行動方案。
- 全程融入 AI,學會用 ChatGPT 等工具在數秒內完成分析與圖表生成。
Trainer Background:

Ir. Dr. YK Chan Dr. Chan leads a highly qualified team for the Six Sigma course. He has provided strategic and quality management consulting and training to numerous organizations in Hong Kong, training over 800 professionals and leading 47 projects. His extensive experience ensures top-tier training for all participants.
Curriculum
- 7 Sections
- 0 Lessons
- 3 Hours
Expand all sectionsCollapse all sections
- Module 1: Case Introduction & Tool Overview 案例導入與工具總覽The PrintCo real-world case; how DuPont, EVA, and TA complement each other; AI-assisted analysis overviewPrintCo 真實案例;杜邦、EVA、TA 的互補邏輯;AI 輔助分析概論0
- Module 2: DuPont Analysis Hands-On 杜邦分析實戰Calculate 5-year ROE decomposition; generate DuPont tree diagrams; group discussion on the primary driver of ROE decline計算五年 ROE 分解;生成杜邦樹狀圖;小組討論 ROE 下跌的主因0
- Module 3: EVA Analysis Hands-OnCompute NOPAT, Invested Capital, Capital Charge, EVA, ROIC; trend charts; determine the value creation/destruction inflection point計算 NOPAT、投入資本、資本成本、EVA、ROIC;趨勢圖;判斷價值創造/損耗轉折點0
- Tea Break 午餐交流0
- Module 4: Throughput Accounting & Constraint Identification 有效產出會計與樽頸識別Compute T / OE / I; V-Profile WIP pile-up chart; T/CU priority model; IDD cash trap area chart 計算 T / OE / I;V 形 WIP 堆積圖;T/CU 訂單優先級模型;資金積壓面積圖0
- Module 5: Integrated Diagnosis & Improvement Actions 整合診斷與改善行動Causal chain reconstruction (DuPont → EVA → TA); Five Focusing Steps action plan; quantified EVA recovery estimate 杜邦+EVA+TA 因果鏈重構;五步聚焦法改善計劃;量化 EVA 回報預估0
- Q&A and ClosingKey takeaways, sharing of action plans, certificate presentation 重點回顧、行動計劃分享、頒發證書0
Features
- AI-Powered Business Analysis AI 驅動的商業分析
- Real Case, Real Output 真實案例,即時產出
- Post-Course Toolkit 課後工具包
Target audiences
- Operations / Plant Managers 營運/廠務主管
- CFO / Finance Team 財務長/財務團隊
- CI / Lean Team 改善/精益團隊
- Senior Leadership 企業高層




