CN108932589A - A kind of IT application in enterprises project implementation management system - Google Patents
A kind of IT application in enterprises project implementation management system Download PDFInfo
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Abstract
本发明公开了一种企业信息化项目实施管理系统,包括项目编码模块、项目培训模块、可行性分析模块、需求分析模块、项目组织模块、会议记录模块、实施计划模块、业务调研模块、方案设计模块、系统研发模块、数据管理模块、系统切换模块、系统评价模块、持续改善模块、合同管理模块、采购管理模块、知识管理模块、文档管理模块、项目管控模块、项目经验模块;本发明提供的信息化项目实施管理系统,能够实现项目管控、全面统筹、智能决策,且能够提高服务水平。
The invention discloses an enterprise informatization project implementation management system, including a project coding module, a project training module, a feasibility analysis module, a demand analysis module, a project organization module, a meeting record module, an implementation plan module, a business research module, and a scheme design module, system research and development module, data management module, system switching module, system evaluation module, continuous improvement module, contract management module, procurement management module, knowledge management module, document management module, project management and control module, and project experience module; provided by the present invention The information project implementation management system can realize project management and control, comprehensive planning, intelligent decision-making, and can improve service level.
Description
技术领域technical field
本发明属于信息化技术领域,涉及一种围绕信息化项目全生命周期的实施与管理系统。The invention belongs to the field of informatization technology, and relates to an implementation and management system surrounding the entire life cycle of an informatization project.
背景技术Background technique
进入21世纪以来,信息化作为影响全球经济社会发展的重要因素,但是信息化项目实施过程中也时长出现需求不明确、缺少计划和管理、人员配置不合理等问题从而导致了项目失败,对企业造成巨大损失。Since the beginning of the 21st century, informatization has been an important factor affecting the development of the global economy and society. However, problems such as unclear requirements, lack of planning and management, and unreasonable staffing have often occurred during the implementation of informatization projects, which have led to project failures. cause huge losses.
作为一种重要的生产因素,信息化进程严重制约着社会经济的发展,实现信息化项目实施的有效性、高质量、低成本、周期短是当前亟待解决的问题,发展一种能够管控信息化项目实施过程的系统,可以提升信息化项目实施质量,也可以信息化项目实施的不断发展和进步。As an important production factor, the process of informatization seriously restricts the development of social economy. Realizing the effectiveness, high quality, low cost, and short cycle of informatization project implementation is an urgent problem to be solved at present. To develop a system that can manage and control informatization The system of project implementation process can improve the quality of informatization project implementation, and can also ensure the continuous development and progress of informatization project implementation.
发明内容Contents of the invention
本发明的目的是解决信息化实施行业存在的问题,而提供一种能够实现项目管控、全面统筹、智能决策的信息化项目实施管理系统。The purpose of the present invention is to solve the problems existing in the informatization implementation industry, and provide an informatization project implementation management system that can realize project management and control, overall planning, and intelligent decision-making.
本发明所采用的技术方案是:一种企业信息化项目实施管理系统,其特征在于:包括项目编码模块、项目培训模块、可行性分析模块、需求分析模块、项目组织模块、会议记录模块、实施计划模块、业务调研模块、方案设计模块、系统研发模块、数据管理模块、系统切换模块、系统评价模块、持续改善模块、合同管理模块、采购管理模块、知识管理模块、文档管理模块、项目管控模块、项目经验模块;The technical solution adopted in the present invention is: an enterprise informatization project implementation management system, which is characterized in that it includes a project coding module, a project training module, a feasibility analysis module, a demand analysis module, a project organization module, a meeting record module, an implementation Planning module, business research module, scheme design module, system research and development module, data management module, system switching module, system evaluation module, continuous improvement module, contract management module, procurement management module, knowledge management module, document management module, project control module , project experience module;
所述项目编码模块,用于为项目编码命名,便于项目的跟踪和管理;The project coding module is used to name the project coding to facilitate project tracking and management;
所述项目培训模块,包含前期培训子模块和后期培训子模块;所述前期培训模块用于培训企业员工,让企业员工了解信息化的意义,以及如何描述自己的需求,包含储存培训资料,培训设置,培训记录,设置在线培训课堂以及咨询服务;所述后期培训模块用于培训员工如何进行新老系统切换,如何使用系统以及在系统上线期间准确描述自己使用系统的感受,做到准确反馈需求;The project training module includes a pre-training sub-module and a post-training sub-module; the pre-training module is used to train enterprise employees to let them understand the meaning of informatization and how to describe their needs, including storing training materials, training Setting, training records, setting up online training classes and consulting services; the post-training module is used to train employees on how to switch between the new and old systems, how to use the system, and accurately describe their own feelings about using the system during the system launch period, so as to achieve accurate feedback needs ;
所述可行性分析模块,包含企业信息化现状子模块、企业管理现状子模块、投资效益分析子模块、经济可行性分析子模块、技术可行性分析子模块和社会可行性分析子模块;所述企业信息化现状子模块对企业现有的信息化进行功能类别、已有功能、配置参数性能、使用意见进行整理统计分析,了解企业的需求、工作流程;所述企业管理现状子模块用于对企业现有的组织框架、业务流程、职责划分进行分析优化甚至重组,对企业管理过程中出现的问题提出解决方案,对未出现可能出现的问题进行提前避免,以此预估企业信息化实施项目的工作量;所述投资效益分析子模块以企业角度分析投资信息化项目的预期效益,置投资回收期、投资回报率、财务内部收益率、财务净现值指标对投资效益进行评估预测;所述经济可行性分析子模块用于分析在满足客户需求所需耗费的资金,进而分析项目的经济可行性,制定合理的收费区间,以此为依据给客户提供报价;所述技术可行性子模块主要依据客户需求,由技术人员进行技术方案的难度和时间分析,从而判断项目的技术可行性;所述社会可行性分析子模块负责对企业内部群体进行组织关系、职能、利益、领导支持度进行分析,确定项目实施过程推进的难易程度。The feasibility analysis module includes an enterprise informatization status quo sub-module, an enterprise management status quo sub-module, an investment benefit analysis sub-module, an economic feasibility analysis sub-module, a technical feasibility analysis sub-module and a social feasibility analysis sub-module; The sub-module of enterprise informatization status quo organizes and analyzes the function categories, existing functions, configuration parameter performance, and usage opinions of the existing informatization of the enterprise, and understands the needs and work processes of the enterprise; the sub-module of the status quo of enterprise management is used to Analyze, optimize and even reorganize the existing organizational framework, business process, and division of responsibilities of the enterprise, propose solutions to problems that arise in the process of enterprise management, and avoid problems that may not arise in advance, so as to estimate the implementation of enterprise informatization projects workload; the investment benefit analysis sub-module analyzes the expected benefit of the investment informatization project from the perspective of the enterprise, and sets the investment payback period, return on investment rate, financial internal rate of return, and financial net present value indicators to evaluate and predict the investment benefit; The economic feasibility analysis sub-module is used to analyze the funds required to meet customer needs, and then analyze the economic feasibility of the project, formulate a reasonable charging range, and provide quotations to customers based on this; the technical feasibility sub-module is mainly According to customer needs, technicians analyze the difficulty and time of technical solutions to judge the technical feasibility of the project; the social feasibility analysis sub-module is responsible for analyzing the organizational relationship, functions, interests, and leadership support of the internal groups of the enterprise , to determine the difficulty of advancing the project implementation process.
所述需求分析模块,包含行业需求子模块、业务需求子模块、报表需求子模块、接口需求子模块、维护需求子模块和需求报告子模块;所述行业需求子模块以该行业的信息化系统基本情况作为数据分析基础,包含功能、流程、框架、成本、收益;所述业务需求子模块用来与客户进行需求沟通,记录客户需求、标准化需求描述、需求更改记录;所述报表需求子模块用于整理客户需求的报表;所述接口需求模块用于记录客户对系统各模块接口的需求,并分析接口位置设置,记录接口设置文件;所述维护需求子模块用于记录系统维护记录,并设置有按时维护提醒;所述需求报告子模块用来记录需求报告文件;The demand analysis module includes an industry demand sub-module, a business demand sub-module, a report demand sub-module, an interface demand sub-module, a maintenance demand sub-module and a demand report sub-module; the industry demand sub-module is based on the information system of the industry The basic situation is the basis of data analysis, including functions, processes, frameworks, costs, and benefits; the business requirements sub-module is used to communicate with customers, record customer needs, standardized demand descriptions, and demand change records; the report requirements sub-module It is used to sort out reports of customer needs; the interface requirement module is used to record the customer’s requirements for the interfaces of each module of the system, and analyze the interface location setting, and record the interface setting file; the maintenance requirement sub-module is used to record system maintenance records, and Timely maintenance reminders are set; the demand report sub-module is used to record demand report files;
所述项目组织模块,包含职责划分子模块和权限划分子模块;所述职责划分子模块用于详细记录各个岗位工作人员的职责,为各种职责进行编码并分组;所述权限划分子模块用于记录各个员工具备的权限,将权限分模块编码并分组;The project organization module includes a duty division sub-module and an authority division sub-module; the duty division sub-module is used to record in detail the responsibilities of the staff in each position, and encodes and groups various duties; the authority division sub-module uses In order to record the permissions of each employee, the permissions are coded and grouped into modules;
所述会议记录模块,用于做会议内容和参会人员的记录,便于日常工作管理;The meeting record module is used to record meeting content and participants, which is convenient for daily work management;
所述实施计划模块,包含项目范围子模块、工作成果子模块、时间计划子模块、成本预算子模块、人力预算子模块和风险预估子模块;所述项目范围子模块用于记录客户所要求项目包含的内容,并严格限制项目范围,以免项目因范围不断扩大导致实施失败,此部分与合同管理模块相关联;所述工作成果子模块用于记录项目所需交付的成果,此部分与合同管理模块相关联;所述时间计划子模块用于确定项目各个阶段需要完成的时间,以此为根据分配人力物力资源;所述成本预算子模块用于预测项目各个阶段所需要的支出,为产品定价以及后期成本控制打好基础;所述人力预算子模块用于对项目实施各阶段所需人力进行预测,在项目销售阶段为项目成本估算提供参考,并在项目启动过程中输入人力需求计划,避免企业因多个项目同步实施出现人力不足的现象;所述风险预估子模块用来在项目开始阶段预测可能遇到的风险,从而及时规避,提前准备好对策,或者采取措施降低风险;The implementation planning module includes a project scope submodule, a work product submodule, a time planning submodule, a cost budget submodule, a manpower budget submodule and a risk estimation submodule; the project scope submodule is used to record the customer's requirements The content of the project, and strictly limit the scope of the project, so as to avoid the failure of the project due to the continuous expansion of the scope, this part is related to the contract management module; the work product sub-module is used to record the deliverables required by the project, this part is related The management module is associated; the time planning sub-module is used to determine the time required to complete each phase of the project, and allocate human and material resources based on this; the cost budget sub-module is used to predict the expenditure required for each phase of the project, which is the product Pricing and post-cost control lay a solid foundation; the manpower budget sub-module is used to predict the manpower required for each stage of project implementation, provide reference for project cost estimation in the project sales stage, and input the manpower demand plan during the project start-up process, Avoid the phenomenon of insufficient manpower in enterprises due to the simultaneous implementation of multiple projects; the risk estimation sub-module is used to predict the risks that may be encountered at the beginning of the project, so as to avoid them in time, prepare countermeasures in advance, or take measures to reduce risks;
所述业务调研模块,包含业务流程子模块、数据报表子模块和权限设置子模块;所述业务流程子模块用来记录企业的业务流程,以及在后期进行业务流程设置和业务流程优化;所述数据报表子模块用来整理收集企业所有环节需要的和产生的报表模板,有助于优化报表设计,简化报表录入程序;所述权限设置子模块用于根据企业人员所述部门、所在级别、个人职责设置权限分组;The business research module includes a business process sub-module, a data report sub-module and an authority setting sub-module; the business process sub-module is used to record the business process of the enterprise, and perform business process setting and business process optimization in the later stage; the The data report sub-module is used to organize and collect the report templates required and generated by all links of the enterprise, which helps to optimize the report design and simplify the report entry procedure; Responsibility setting permission grouping;
所述方案设计模块,包含系统选型子模块、流程设计子模块、功能设计子模块、权限设计子模块和界面设计子模块;所述系统选型子模块用于根据企业类型、规模、需求进行多种系统配置选型的比较分析;所述流程设计子模块用于流程的优化仿真;所述功能设计子模块用于根据企业需求进行系统功能模块的划分与分析优化;所述权限设计子模块用于分析不同类别岗位权限设置的合理性并结合业务流程进行优化;所述界面设计子模块用于在进行系统编码之前做初步的界面设计;The scheme design module includes a system selection sub-module, a process design sub-module, a function design sub-module, an authority design sub-module and an interface design sub-module; Comparative analysis of various system configuration selections; the process design sub-module is used for process optimization simulation; the function design sub-module is used for the division, analysis and optimization of system function modules according to enterprise needs; the authority design sub-module It is used to analyze the rationality of different types of job authority settings and optimize it in combination with business processes; the interface design sub-module is used to do preliminary interface design before system coding;
所述系统研发模块,包含系统开发子模块、系统测试子模块;所述系统开发子模块,为系统开发平台,以及各个项目的系统版本存储;所述系统测试子模块负责系统测试以及对测试问题进行收集整理;The system research and development module includes a system development sub-module and a system test sub-module; the system development sub-module is a system development platform, and the system version storage of each project; the system test sub-module is responsible for system testing and testing problems To collect and organize;
所述数据管理模块,包含数据获取子模块、数据核对子模块、数据整理子模块和数据导入子模块;所述数据获取子模块是对企业原始信息的收集;所述数据核对子模块是对原始数据的处理,并对数据进行检查核对更正;所述数据整理子模块用于对数据进行整理,处理成能够进行导入的格式文件;所述数据导入子模块采用专业的数据导入公式导入数据,避免因操作不当引起数据库数据错误;The data management module includes a data acquisition sub-module, a data check sub-module, a data arrangement sub-module and a data import sub-module; the data acquisition sub-module is for collecting original information of the enterprise; the data check sub-module is for original information Data processing, and check and correct the data; the data sorting sub-module is used to sort the data and process it into a format file that can be imported; the data importing sub-module uses a professional data importing formula to import data, avoiding Database data errors caused by improper operation;
所述系统切换模块,包含数据备份维护子模块、模拟运行子模块;所述数据备份维护子模块用于对系统进行备份保护,避免因操作失误引起系统混乱;所述模拟运行子模块用于对各个环节的系统进行试运行,确保客户所用系统的安全性稳定性;The system switching module includes a data backup maintenance sub-module and a simulation operation sub-module; the data backup maintenance sub-module is used for backup protection of the system to avoid system confusion caused by operational errors; the simulation operation sub-module is used for Trial operation of the system in each link to ensure the security and stability of the system used by customers;
所述系统评价模块,包含流畅性评价子模块、易用性评价子模块、安全性评价子模块、实施评价子模块;所述流畅性评价模块用于对开发的各个系统进行流畅性方面的评价,包括模拟运行子模块对系统反应速度的判断数据,内部员工对系统的流畅性评价以及客户对系统稳定性的评价数据;所述易用性评价模块用于对开发的系统进行易用性方面的评价,包括模拟运行子模块对用户操作速度、操作频率、操作时间的判断数据,内部员工对系统的易用性评价以及客户对系统易用性的评价数据;所述安全性评价模块用于对开发的系统进行安全性方面的评价,包括模拟黑客攻击数据,内部员工对系统安全性的判断以及客户对系统安全性的评价数据;所述实施评价子模块用于评价项目团队的能力,包含平台上对项目实施各个环节的信息记录以及客户对项目团队的评价,对系统的满意度;The system evaluation module includes a fluency evaluation sub-module, an usability evaluation sub-module, a safety evaluation sub-module, and an implementation evaluation sub-module; the fluency evaluation module is used to evaluate the fluency of each developed system , including the judgment data of the system response speed by the simulation operation sub-module, the evaluation data of the system fluency by the internal staff and the evaluation data of the system stability by the customer; the usability evaluation module is used to evaluate the usability of the developed system Evaluation, including the judgment data of the simulation operation sub-module on the user's operation speed, operation frequency, and operation time, the evaluation data of the ease of use of the system by internal employees and the evaluation data of the ease of use of the system by customers; the safety evaluation module is used for Perform security evaluation on the developed system, including simulated hacker attack data, internal staff's judgment on system security and customer's evaluation data on system security; the implementation evaluation sub-module is used to evaluate the project team's ability, including The information records of each link of project implementation on the platform, as well as the customer's evaluation of the project team and satisfaction with the system;
所述持续改善模块,包含意见反馈子模块、系统维护子模块;所述意见反馈子模块用于收集和改进用户在使用系统过程中反馈的意见,与客户的系统相连接,客户在自己系统的意见反馈模块提交意见,意见反馈子模块即可收到反馈;所述系统维护子模块则用于收集客户在系统使用过程中出现的问题或者故障,从而做到及时解决,提升服务水平;The continuous improvement module includes an opinion feedback sub-module and a system maintenance sub-module; the opinion feedback sub-module is used to collect and improve feedback from users in the process of using the system, and is connected with the customer's system, and the customer can use it in his own system. The opinion feedback module submits opinions, and the opinion feedback sub-module can receive feedback; the system maintenance sub-module is used to collect problems or failures that occur during the use of the system by customers, so as to solve them in time and improve the service level;
所述合同管理模块,包含合同签订子模块、合同变更子模块;所述合同签订子模块用于帮助员工判断合同的合法性合理性,同时与成本预测等子模块相关联,可推荐适宜的定价或者服务标准;所述合同变更子模块用于记录合同变更的各个版本;The contract management module includes a contract signing sub-module and a contract modification sub-module; the contract signing sub-module is used to help employees judge the legality and rationality of the contract, and is associated with sub-modules such as cost forecasting to recommend appropriate pricing or service standards; the contract change sub-module is used to record each version of the contract change;
所述采购管理模块,包含供应商管理子模块、采购比价子模块和采购合同子模块;所述供应商管理子模块用于对供应商进行管理,包括基本信息,产品质量,交货期的记录以及业务往来记录,同时具有供应商评价功能;所述采购比价子模块用于在采购时客观的进行比价,从而选出合适的供应商;所述采购合同子模块用于辅助员工对合同进行记录和核验;The procurement management module includes a supplier management submodule, a purchase price comparison submodule and a procurement contract submodule; the supplier management submodule is used to manage suppliers, including records of basic information, product quality, and delivery date and business transaction records, and has the function of supplier evaluation; the purchase price comparison sub-module is used to compare prices objectively when purchasing, so as to select a suitable supplier; the purchase contract sub-module is used to assist employees to record contracts and verification;
所述知识管理模块,包含产权登记子模块和产权保护子模块;所述产权登记子模块用于对公司的知识产权文件进行记录;所述产权保护子模块拥有对公司的产权进行保护,避免其他单位对本公司产权的盗用;The knowledge management module includes a property rights registration sub-module and a property rights protection sub-module; the property rights registration sub-module is used to record the company's intellectual property documents; the property rights protection sub-module has the ability to protect the company's property rights to avoid other Misappropriation of the property rights of the company by the unit;
所述文档管理模块,包含数据文件子模块和合同文件子模块;所述数据文件子模块用于存储系统的各个版本文件,日常办公文件;所述合同文件子模块用于进行合同的分类管理;The document management module includes a data file sub-module and a contract file sub-module; the data file sub-module is used to store various version files of the system and daily office documents; the contract file sub-module is used to classify and manage contracts;
所述项目管控模块,包含成本管理子模块、进度管理子模块和风险管理子模块;所述成本管理子模块用于对项目成本进行管理,对成本进行监控,具有提醒功能;所述进度管理子模块用于对项目进度进行监控,预测项目完成度并做到及时提示;所述风险管理子模块用于对项目个方便可能发生的风险进行管控,内嵌各种规避或降低风险的建议;The project management and control module includes a cost management submodule, a progress management submodule and a risk management submodule; the cost management submodule is used to manage project costs, monitor costs, and has a reminder function; the progress management submodule The module is used to monitor the progress of the project, predict the completion of the project and provide timely reminders; the risk management sub-module is used to manage and control the possible risks of the project, and embed various suggestions for avoiding or reducing risks;
所述项目经验模块,包含系统模块子模块、实施模块子模块和管理模块子模块;所述系统模块子模块用于对项目开发开发过程中形成的发现的心得经验的收集整理;所述实施模块子模块是对实施过程中如何解决与客户的沟通问题的心得记录;所述管理模块子模块用于对项目管理过程中整体调度监督出现问题的解决记录。The project experience module includes a system module sub-module, an implementation module sub-module and a management module sub-module; the system module sub-module is used to collect and arrange the experience and experiences found in the project development process; the implementation module The sub-module is a record of how to solve communication problems with customers during the implementation process; the sub-module of the management module is used to record the resolution of problems in the overall scheduling supervision during the project management process.
本发明提供的信息化项目实施管理系统,能够实现项目管控、全面统筹、智能决策,且能够提高服务水平。The information project implementation management system provided by the present invention can realize project management and control, comprehensive planning, intelligent decision-making, and can improve service level.
附图说明Description of drawings
图1为本发明实施例的系统原理框图;Fig. 1 is a system block diagram of an embodiment of the present invention;
图2为本发明实施例的神经网络算法原理框图;Fig. 2 is the functional block diagram of the neural network algorithm of the embodiment of the present invention;
具体实施方式Detailed ways
为了便于本领域普通技术人员理解和实施本发明,下面结合附图及实施例对本发明作进一步的详细描述,应当理解,此处所描述的实施示例仅用于说明和解释本发明,并不用于限定本发明。In order to facilitate those of ordinary skill in the art to understand and implement the present invention, the present invention will be described in further detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the implementation examples described here are only used to illustrate and explain the present invention, and are not intended to limit this invention.
请见图1,本发明提供了一种企业信息化项目实施管理系统,包括项目编码模块、项目培训模块、可行性分析模块、需求分析模块、项目组织模块、会议记录模块、实施计划模块、业务调研模块、方案设计模块、系统研发模块、数据管理模块、系统切换模块、系统评价模块、持续改善模块、合同管理模块、采购管理模块、知识管理模块、文档管理模块、项目管控模块、项目经验模块;Please see Fig. 1, the present invention provides a kind of enterprise informatization project implementation management system, including project coding module, project training module, feasibility analysis module, demand analysis module, project organization module, meeting record module, implementation plan module, business Research module, scheme design module, system research and development module, data management module, system switching module, system evaluation module, continuous improvement module, contract management module, procurement management module, knowledge management module, document management module, project control module, project experience module ;
项目编码模块,用于为项目编码命名,便于项目的跟踪和管理;The project coding module is used to name the project coding, which is convenient for project tracking and management;
项目培训模块,包含前期培训子模块和后期培训子模块,前期培训模块主要用于培训企业员工,让企业员工了解信息化的意义,以及如何描述自己的需求(工作流程,工作内容,个人职责等),包含储存培训资料,培训设置(分部门分层级进行培训内容划分、培训时间设置),培训记录,设置在线培训课堂以及咨询服务等;后期培训模块主要负责培训员工如何进行新老系统切换,如何使用系统以及在系统上线期间如何准确描述自己使用系统的感受,做到准确反馈需求;The project training module includes the pre-training sub-module and the post-training sub-module. The pre-training module is mainly used to train the employees of the enterprise, so that the employees of the enterprise can understand the meaning of informatization and how to describe their needs (work process, job content, personal responsibilities, etc.) ), including storing training materials, training settings (division of training content and training time setting by department and level), training records, setting up online training classes and consulting services, etc.; the post-training module is mainly responsible for training employees on how to switch between old and new systems , How to use the system and how to accurately describe your own feelings about using the system during the system launch period, so as to achieve accurate feedback needs;
可行性分析模块,包含企业信息化现状子模块、企业管理现状子模块、投资效益分析子模块、经济可行性分析子模块、技术可行性分析子模块和社会可行性分析子模块,企业信息化现状子模块主要是对企业现有的信息化进行功能类别,已有功能,配置参数性能,使用意见等进行整理统计分析,便于更好的了解企业的需求,工作流程等,也是为了能够对企业信息化项目的可实施性评价做一个前期调查,同时为后期系统切换打好基础;企业管理现状子模块主要负责对企业现有的组织框架,业务流程,职责划分进行分析优化甚至重组,对企业管理过程中出现的问题提出解决方案,对未出现可能出现的问题进行提前避免,以此预估企业信息化实施项目的工作量;投资效益分析子模块是以企业角度分析投资信息化项目的预期效益,也是为了信息化企业更好的进行产品销售,与客户沟通打好基础,此部分主要采用数据包络分析法、泰勒模型算法、概率分析法、总体拥有成本TCO、经济增加值EVA、总体经济影响TEI、平衡记分卡BSC等多种方法,设置投资回收期、投资回报率、财务内部收益率、财务净现值等指标对投资效益进行评估预测;经济可行性分析子模块用于分析在满足客户需求所需耗费的资金,进而分析项目的经济可行性,制定合理的收费区间,也可以此为依据给客户提供报价,利于产品销售,项目订单的达成,此部分主要采用线性回归、遗传算法等对项目从净现值、投资回收期等方面进行经济可行性分析;技术可行性子模块主要依据客户需求,由技术人员进行技术方案的难度和时间分析,从而判断项目的技术可行性;社会可行性分析子模块负责对企业内部群体进行组织关系,职能,利益,领导支持度等分析,确定项目实施过程推进的难易程度。Feasibility analysis module, including enterprise informatization status quo sub-module, enterprise management status quo sub-module, investment benefit analysis sub-module, economic feasibility analysis sub-module, technical feasibility analysis sub-module and social feasibility analysis sub-module, enterprise informatization status quo The sub-module is mainly to organize and analyze the functional categories, existing functions, configuration parameter performance, usage opinions, etc. of the enterprise's existing informatization, so as to better understand the enterprise's needs, work processes, etc., and also to be able to analyze the enterprise information. Conduct a pre-investigation on the implementability evaluation of the project, and lay a solid foundation for the later system switching; the enterprise management status sub-module is mainly responsible for analyzing, optimizing and even reorganizing the existing organizational framework, business process, and division of responsibilities of the enterprise, and improving the management of the enterprise. Propose solutions to problems that arise during the process, and avoid problems that may not arise in advance, so as to estimate the workload of enterprise informatization implementation projects; the investment benefit analysis sub-module analyzes the expected benefits of investment in informatization projects from the perspective of enterprises , is also for information companies to better sell products and lay a solid foundation for communication with customers. This part mainly uses data envelopment analysis, Taylor model algorithm, probability analysis, total cost of ownership TCO, economic value added EVA, overall economic Affect TEI, Balanced Scorecard BSC and other methods, set investment payback period, return on investment, financial internal rate of return, financial net present value and other indicators to evaluate and predict investment benefits; the economic feasibility analysis sub-module is used to analyze The funds required by the customer's needs, and then analyze the economic feasibility of the project, and formulate a reasonable charging range. This can also be used as a basis to provide customers with quotations, which is conducive to product sales and project orders. This part mainly uses linear regression and genetic algorithms. etc. to analyze the economic feasibility of the project from the aspects of net present value, investment payback period, etc.; the technical feasibility sub-module is mainly based on customer needs, and technical personnel analyze the difficulty and time of technical solutions to judge the technical feasibility of the project; social feasibility The gender analysis sub-module is responsible for analyzing the organizational relationship, functions, interests, and leadership support of the internal groups of the enterprise to determine the difficulty of advancing the project implementation process.
需求分析模块,包含行业需求子模块、业务需求子模块、报表需求子模块、接口需求子模块、维护需求子模块和需求报告子模块;行业需求子模块主要是为了把握企业大方向上的信息化系统需求特点,以该行业的信息化系统基本情况作为数据分析基础,包含功能,流程,框架,成本,收益等,能够缩短对企业流程等的熟悉时间,提高系统产品开发的周期,也有利于销售部门有针对性的销售产品;业务需求子模块用来与客户进行需求沟通,记录客户需求,标准化需求描述,需求更改记录等;报表需求子模块主要是整理客户需求的报表;接口需求模块用于记录客户对系统各模块接口的需求,并分析接口位置设置,记录接口设置文件;维护需求子模块用于记录系统维护记录,并设置有按时维护提醒;需求报告子模块用来记录需求报告文件。Demand analysis module, including industry demand sub-module, business demand sub-module, report demand sub-module, interface demand sub-module, maintenance demand sub-module and demand report sub-module; the industry demand sub-module is mainly to grasp the informatization in the general direction of the enterprise The characteristics of the system requirements, based on the basic situation of the information system of the industry as the basis for data analysis, including functions, processes, frameworks, costs, benefits, etc., can shorten the familiarization time of enterprise processes, improve the cycle of system product development, and also benefit The sales department sells products in a targeted manner; the business requirements sub-module is used to communicate with customers, record customer needs, standardize demand descriptions, and record changes in requirements, etc.; the report requirements sub-module is mainly to sort out reports of customer needs; the interface requirements module is used to It is used to record the customer's requirements for the interface of each module of the system, analyze the interface location setting, and record the interface setting file; the maintenance requirement sub-module is used to record the system maintenance record, and set maintenance reminders on time; the demand report sub-module is used to record the demand report file .
项目组织模块,包含职责划分子模块和权限划分子模块;职责划分子模块用于详细记录各个岗位工作人员的职责,为各种职责进行编码并分组;权限划分子模块用于记录各个员工具备的权限,将权限分模块编码并分组,职责划分子模块和权限划分子模块二者既相互联系又互相独立。The project organization module includes the responsibility division sub-module and the authority division sub-module; the responsibility division sub-module is used to record the responsibilities of the staff in each position in detail, and to code and group various responsibilities; the authority division sub-module is used to record the responsibilities of each employee. Permissions, coding and grouping the sub-modules of the permissions, the sub-modules of the responsibility division and the sub-modules of the authority division are both interrelated and independent of each other.
会议记录模块,用于做会议内容和参会人员的记录,便于日常工作管理;The meeting record module is used to make records of meeting content and participants, which is convenient for daily work management;
实施计划模块,包含项目范围子模块、工作成果子模块、时间计划子模块、成本预算子模块、人力预算子模块和风险预估子模块;项目范围子模块用于记录客户所要求项目包含的内容,并严格限制项目范围,以免项目因范围不断扩大导致实施失败,此部分与合同管理模块相关联;工作成果子模块用于记录项目所需交付的成果,此部分与合同管理模块相关联;时间计划子模块用于确定项目各个阶段需要完成的时间,以此为根据分配人力物力等资源;成本预算子模块用于预测项目各个阶段所需要的支出,为产品定价以及后期成本控制打好基础;人力预算子模块用于对项目实施各阶段所需人力进行预测,在项目销售阶段为项目成本估算提供参考,并在项目启动过程中输入人力需求计划,避免企业因多个项目同步实施出现人力不足的现象;风险预估子模块用来在项目开始阶段预测可能遇到的风险,从而及时规避,提前准备好对策,或者采取措施降低风险。Implementation planning module, including project scope submodule, work product submodule, time planning submodule, cost budget submodule, manpower budget submodule and risk estimation submodule; the project scope submodule is used to record the content of the project required by the customer , and strictly limit the scope of the project to avoid implementation failure due to the continuous expansion of the scope of the project. This part is associated with the contract management module; the work product sub-module is used to record the deliverables required by the project, and this part is associated with the contract management module; time The planning sub-module is used to determine the completion time of each stage of the project, and allocate resources such as manpower and material resources based on this; the cost budget sub-module is used to predict the expenditure required at each stage of the project, laying a solid foundation for product pricing and post-cost control; The manpower budget sub-module is used to predict the manpower required in each stage of project implementation, provide reference for project cost estimation in the project sales stage, and input the manpower demand plan during the project start process, so as to avoid the shortage of manpower in the enterprise due to the simultaneous implementation of multiple projects The phenomenon; the risk estimation sub-module is used to predict the possible risks at the beginning of the project, so as to avoid them in time, prepare countermeasures in advance, or take measures to reduce risks.
业务调研模块,包含业务流程子模块、数据报表子模块和权限设置子模块;业务流程子模块用来记录企业的业务流程,为的是分析企业流程的合理性,以及在后期进行业务流程设置和业务流程优化;数据报表子模块用来整理收集企业所有环节需要的和产生的报表模板,有助于优化报表设计,简化报表录入程序等;权限设置子模块主要是根据企业人员部门,所在级别,个人职责设置权限分组,有利于权责分明以及信息保护等。Business research module, including business process sub-module, data report sub-module and authority setting sub-module; Business process optimization; the data report sub-module is used to sort out and collect the report templates required and generated by all links of the enterprise, which helps to optimize the report design and simplify the report entry procedure, etc.; the authority setting sub-module is mainly based on the enterprise personnel department, level, Personal responsibilities are set up in authority groups, which is conducive to clear rights and responsibilities and information protection.
方案设计模块,包含系统选型子模块、流程设计子模块、功能设计子模块、权限设计子模块和界面设计子模块;系统选型子模块主要是根据企业类型、规模、需求等进行多种系统配置选型的比较分析;流程设计子模块用于流程的优化仿真(业务流程重组);功能设计子模块主要是根据企业需求进行系统功能模块的划分与分析优化;权限设计子模块用于分析不同类别岗位权限设置的合理性并结合业务流程进行优化;界面设计子模块用于在进行系统编码之前做初步的界面设计,避免后期返工等问题。Scheme design module, including system selection sub-module, process design sub-module, function design sub-module, authority design sub-module and interface design sub-module; The comparative analysis of configuration selection; the process design sub-module is used for process optimization simulation (business process reorganization); the function design sub-module is mainly for the division, analysis and optimization of system function modules according to the needs of enterprises; the authority design sub-module is used for analyzing different The rationality of category post authority settings is optimized in combination with business processes; the interface design sub-module is used for preliminary interface design before system coding to avoid problems such as later rework.
系统研发模块,包含系统开发子模块、系统测试子模块;系统开发子模块,主要是系统开发平台,以及各个项目的系统版本存储;系统测试子模块负责系统测试以及对测试问题进行收集整理。The system research and development module includes the system development sub-module and the system test sub-module; the system development sub-module is mainly the system development platform and the system version storage of each project; the system test sub-module is responsible for system testing and collecting and sorting out test problems.
数据管理模块,包含数据获取子模块、数据核对子模块、数据整理子模块和数据导入子模块;数据获取子模块是对企业原始信息的收集;数据核对子模块是对原始数据的处理,并对数据进行检查核对更正;数据整理子模块用于对数据进行整理,处理成能够进行导入的格式文件;数据导入子模块采用专业的数据导入公式导入数据,避免因操作不当引起数据库数据错误等问题。Data management module, including data acquisition sub-module, data verification sub-module, data sorting sub-module and data import sub-module; data acquisition sub-module is the collection of original information of enterprises; data verification sub-module is processing of original data, and The data is checked, checked and corrected; the data sorting sub-module is used to sort the data and process it into a format file that can be imported; the data import sub-module uses professional data import formulas to import data to avoid problems such as database data errors caused by improper operation.
系统切换模块,包含数据备份维护子模块、模拟运行子模块;数据备份维护子模块用于对系统进行备份保护,避免因操作失误引起系统混乱等问题;模拟运行子模块用于对各个环节的系统进行试运行,确保客户所用系统的安全性稳定性。System switching module, including data backup and maintenance sub-module and simulation operation sub-module; data backup and maintenance sub-module is used to backup and protect the system to avoid problems such as system confusion caused by operation errors; simulation operation sub-module is used to monitor the system Carry out trial operation to ensure the security and stability of the system used by customers.
系统评价模块,包含流畅性评价子模块、易用性评价子模块、安全性评价子模块、实施评价子模块;流畅性评价模块用于对开发的各个系统进行流畅性方面的评价,包括模拟运行子模块对系统反应速度的判断数据,内部员工对系统的流畅性评价以及客户对系统稳定性的评价数据;易用性评价模块用于对开发的系统进行易用性方面的评价,包括模拟运行子模块对用户操作速度、操作频率、操作时间的判断数据,内部员工对系统的易用性评价以及客户对系统易用性的评价数据;安全性评价模块用于对开发的系统进行安全性方面的评价,包括模拟黑客攻击数据,内部员工对系统安全性的判断以及客户对系统安全性的评价数据;实施评价子模块用于评价项目团队的能力,包含平台上对项目实施各个环节的信息记录(记录完整性,进度、成本)以及客户对项目团队的评价,对系统的满意度。System evaluation module, including fluency evaluation sub-module, usability evaluation sub-module, security evaluation sub-module, implementation evaluation sub-module; fluency evaluation module is used to evaluate the fluency of each developed system, including simulation operation The judgment data of the system response speed by the sub-modules, the evaluation data of the internal staff on the fluency of the system and the evaluation data of the customer on the stability of the system; the ease of use evaluation module is used to evaluate the ease of use of the developed system, including simulation operation The judgment data of the sub-modules on user operation speed, operation frequency, and operation time, the evaluation data of internal employees on the ease of use of the system and the evaluation data of customers on the ease of use of the system; the safety evaluation module is used to evaluate the safety of the developed system evaluation, including simulated hacker attack data, internal staff’s judgment on system security, and customer’s evaluation data on system security; the implementation evaluation sub-module is used to evaluate the project team’s ability, including the information records of each link of project implementation on the platform (Completeness of records, schedule, cost) and the customer's evaluation of the project team, satisfaction with the system.
持续改善模块,包含意见反馈子模块、系统维护子模块;意见反馈子模块用于收集和改进用户在使用系统过程中反馈的意见,与客户的系统相连接,客户在自己系统的意见反馈模块提交意见,意见反馈子模块即可收到反馈(对应的系统版本,客户信息,反馈意见);系统维护子模块则用于收集客户在系统使用过程中出现的问题或者故障,从而做到及时解决,提升服务水平。The continuous improvement module includes the feedback sub-module and the system maintenance sub-module; the feedback sub-module is used to collect and improve the feedback from users in the process of using the system, and is connected to the customer's system, and the customer submits it in the feedback module of their own system Opinions, feedback sub-module can receive feedback (corresponding system version, customer information, feedback); system maintenance sub-module is used to collect problems or failures that customers have during the use of the system, so as to solve them in time, Improve service levels.
合同管理模块,包含合同签订子模块、合同变更子模块;合同签订子模块用于帮助员工判断合同的合法性合理性,同时与成本预测等子模块相关联,可推荐适宜的定价或者服务标准等;合同变更子模块用于记录合同变更的各个版本。The contract management module includes the contract signing sub-module and the contract modification sub-module; the contract signing sub-module is used to help employees judge the legality and rationality of the contract, and is associated with sub-modules such as cost forecasting, and can recommend appropriate pricing or service standards, etc. ; The sub-module of contract change is used to record each version of the contract change.
采购管理模块,包含供应商管理子模块、采购比价子模块和采购合同子模块;供应商管理子模块用于对供应商进行管理,包括基本信息,产品质量,交货期等的记录以及业务往来记录,同时具有供应商评价功能;采购比价子模块用于在采购时客观的进行比价,从而选出合适的供应商;采购合同子模块用于辅助员工对合同进行记录和核验。Purchasing management module, including supplier management sub-module, purchase price comparison sub-module and procurement contract sub-module; supplier management sub-module is used to manage suppliers, including basic information, product quality, delivery date, etc. records and business transactions Records, and also has the function of supplier evaluation; the procurement price comparison sub-module is used to compare prices objectively during procurement, so as to select suitable suppliers; the procurement contract sub-module is used to assist employees to record and verify contracts.
知识管理模块,包含产权登记子模块和产权保护子模块;产权登记子模块用于对公司的知识产权文件进行记录;产权保护子模块拥有对公司的产权进行保护,避免其他单位对本公司产权的盗用。The knowledge management module includes the property rights registration sub-module and the property rights protection sub-module; the property rights registration sub-module is used to record the company's intellectual property documents; the property rights protection sub-module protects the company's property rights to prevent other units from misappropriating the company's property rights .
文档管理模块,包含数据文件子模块和合同文件子模块;数据文件子模块用于存储系统的各个版本文件,日常办公文件等;合同文件子模块用于进行合同的分类管理。The document management module includes a data file sub-module and a contract file sub-module; the data file sub-module is used to store various version files of the system, daily office files, etc.; the contract file sub-module is used to classify and manage contracts.
项目管控模块,包含成本管理子模块、进度管理子模块和风险管理子模块;成本管理子模块用于对项目成本进行管理,对成本进行监控,具有提醒功能;进度管理子模块用于对项目进度进行监控,预测项目完成度并做到及时提示;风险管理子模块用于对项目个方便可能发生的风险进行管控,内嵌各种规避或降低风险的建议。The project management and control module includes cost management sub-module, progress management sub-module and risk management sub-module; the cost management sub-module is used to manage and monitor the project cost, and has a reminder function; the progress management sub-module is used to monitor the project progress Carry out monitoring, predict the completion of the project and provide timely reminders; the risk management sub-module is used to manage and control the possible risks of the project, and embeds various suggestions for avoiding or reducing risks.
项目经验模块,包含系统模块子模块、实施模块子模块和管理模块子模块;系统模块子模块是对项目开发开发过程中形成的发现的心得经验的收集整理;实施模块子模块是对实施过程中如何解决与客户的沟通问题等的心得记录;管理模块子模块用于对项目管理过程中整体调度监督出现问题的解决记录等。The project experience module includes system module sub-module, implementation module sub-module and management module sub-module; Records of how to solve communication problems with customers, etc.; management module sub-modules are used to record the resolution of problems in the overall scheduling supervision during the project management process, etc.
本实施例的经济可行性分析子模块用于分析在满足客户需求所需耗费的资金,进而分析项目的经济可行性,采用线性回归或神经网络对项目从净现值、投资回收期方面进行经济可行性分析。The economic feasibility analysis sub-module of this embodiment is used to analyze the funds that need to be spent to meet customer needs, and then analyze the economic feasibility of the project, and use linear regression or neural network to analyze the project economically in terms of net present value and investment payback period. Feasibility Analysis.
请见图2,神经网络算法采用改进的遗传算法对项目预期收益等进行预测;输入端为企业规模,行业类型,公司架构,企业需求复杂度,技术难度,输出端为预期收益;Please see Figure 2, the neural network algorithm uses the improved genetic algorithm to predict the expected income of the project; the input end is the enterprise scale, industry type, company structure, enterprise demand complexity, technical difficulty, and the output end is the expected income;
其中,公司架构可以按照类型划分,例如扁平式、直线制、职能制、直线-职能制、事业部制、矩阵制等;Among them, the company structure can be divided according to type, such as flat type, linear system, functional system, linear-functional system, divisional system, matrix system, etc.;
企业需求复杂度按照项目需求需要包含的部门数量以及部门之间数据流通量、工作量等来确定;The complexity of enterprise requirements is determined according to the number of departments that need to be included in the project requirements, as well as the data flow and workload between departments;
技术难度按照系统配置等级、系统层级划分、数据精度、准确度、及时性等来确定;例如,系统配置等级可分为服务器(Windows 2008 Server)+客户端(Windows XP),服务器(Windows 2008 Server以上)+客户端(Windows XP以上)等多种类型的组合搭配;系统层级本身有工件层,工艺层,车间层,工厂层、企业层、企业协同层等,因此不同项目对于项目系统层级划分有不同的层级选择;数据精度,举例来讲,产品不合格率的统计,统计精度为0.0001还是0.00001;准确度,需要具体系统具体分析,比如有的系统能够显示或预测故障率,合格率,那么这里的准确率要以平均能实现的准确度为基准;及时性指的是系统的处理速度,例如车间产品出现质量异常,系统进行反映的时间,以分钟或者小时来衡量,同样地,要以平均能够实现的反映时间为基准进行及时性的判断。The technical difficulty is determined according to the system configuration level, system level division, data precision, accuracy, timeliness, etc.; for example, the system configuration level can be divided into server (Windows 2008 Server) + client (Windows XP), server (Windows 2008 Server Above) + client (Windows XP above) and other types of combinations; the system level itself has workpiece level, process level, workshop level, factory level, enterprise level, enterprise collaboration level, etc., so different projects are divided into project system levels There are different levels of selection; data accuracy, for example, the statistics of product failure rate, whether the statistical accuracy is 0.0001 or 0.00001; accuracy requires specific analysis of specific systems, for example, some systems can display or predict failure rate, pass rate, Then the accuracy rate here should be based on the average accuracy that can be achieved; timeliness refers to the processing speed of the system, such as the time for the system to respond to abnormal product quality in the workshop, measured in minutes or hours Timeliness is judged based on the average achievable response time.
具体包括以下步骤:Specifically include the following steps:
步骤1:建立属性矩阵;Step 1: Establish an attribute matrix;
获取事件的影响因素,从而建立属性矩阵,包含年份、企业规模、行业类型、公司架构、企业需求复杂度、技术难度、预期收益;Obtain the influencing factors of the event, so as to establish an attribute matrix, including year, enterprise size, industry type, company structure, enterprise demand complexity, technical difficulty, and expected income;
步骤2:获取数据;Step 2: Get data;
包括原始数据处理,将每种因素进行分类和数据化规范化,得到训练数据和测试数据;Including raw data processing, classify and standardize each factor to obtain training data and test data;
步骤3:建立算法模型;Step 3: Establish an algorithm model;
建立项目因素与项目收益之间的函数关系,利用函数拟合值与真实值之间的差异构建适应度函数;Establish the functional relationship between project factors and project benefits, and use the difference between the function fitting value and the real value to construct the fitness function;
具体实现包括以下子步骤:The specific implementation includes the following sub-steps:
步骤3.1:初始化算法模型权重(即各个输入参数在拟合时所占的权重)、阀值,数据归一化,根据训练数据获取原始权重;Step 3.1: Initialize the algorithm model weight (that is, the weight of each input parameter during fitting), threshold, data normalization, and obtain the original weight according to the training data;
步骤3.2:测试输出,对比结果;Step 3.2: Test the output and compare the results;
步骤3.3:计算新的权重及阀值,根据神经网络权重迭代修正规则计算每个因素的权重以及阀值;Step 3.3: Calculate new weights and thresholds, and calculate the weights and thresholds of each factor according to the iterative correction rules of neural network weights;
步骤3.4:误差判断及迭代,选取下一个输入模式对返回步骤3.2,反复训练直到网络设输出误差达到要求结束训练。Step 3.4: Error judgment and iteration, select the next input mode pair and return to step 3.2, repeat the training until the network set output error meets the requirements and end the training.
步骤4:求解;Step 4: Solving;
在算法模型精度达到要求停止迭代以后,输入新的项目参数,预测可能的项目收益。After the accuracy of the algorithm model meets the requirements and stops iterations, input new project parameters to predict possible project benefits.
本发明构建了包含了多种算法的项目收益预测算法,特别是BP神经网络模型,并将上述模型应用于项目收益预测中,有助于更准确地预测项目收益。The present invention constructs a project income prediction algorithm including multiple algorithms, especially a BP neural network model, and applies the above model to project income prediction, which helps to predict project income more accurately.
本发明可以实现信息化项目的同步跟踪,分类管理,全面统筹,项目分析,智能决策等功能,从而解决背景技术中的技术问题。The present invention can realize functions such as synchronous tracking, classification management, overall planning, project analysis, intelligent decision-making and the like of information projects, thereby solving the technical problems in the background technology.
应当理解的是,本说明书未详细阐述的部分均属于现有技术。It should be understood that the parts not described in detail in this specification belong to the prior art.
应当理解的是,上述针对较佳实施例的描述较为详细,并不能因此而认为是对本发明专利保护范围的限制,本领域的普通技术人员在本发明的启示下,在不脱离本发明权利要求所保护的范围情况下,还可以做出替换或变形,均落入本发明的保护范围之内,本发明的请求保护范围应以所附权利要求为准。It should be understood that the above-mentioned descriptions for the preferred embodiments are relatively detailed, and should not therefore be considered as limiting the scope of the patent protection of the present invention. Within the scope of protection, replacements or modifications can also be made, all of which fall within the protection scope of the present invention, and the scope of protection of the present invention should be based on the appended claims.
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