JP2007310427A - Project management method and project management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a project management method capable of easily managing a project by using a project management tool. <P>SOLUTION: A project management tool 8 managed by a project management service provider X company 100 which provides a project management service is connected through a network 7 exclusive for the X company 100 to terminal equipment at project executer A company 200 and B company 300 side which has contracted the project management service by installing programs including at least one or more of an access program 2, a setting program 3 and a reporting program 4 provided from an X company 100 to A company 200 and B company 300 in the terminal equipment so that the terminal equipment and the project management tool 8 can be connected through the network 7. Also, the X company 100 side is provided with a management database 6 for storing A company management data 6A and B company management data 6B exclusive for each of the A company 200 and the B company 300. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention relates to a project management method and a project management system, and more particularly to a project management method and a project management system for outsourcing project management to a project management service provider that provides a project management service.

Various project management tools have been proposed in order to effectively perform so-called project management such as planning, actual results, and estimation regarding the schedule, personnel, and cost of a project to be developed. For example, Japanese Patent Application Laid-Open No. 2002-109173 “Project Management System and Method” in Japanese Patent Application Laid-Open No. 2002-109173 provides a project management tool that can cope with changes in production environment such as design / manufacturing work in product development. It is said.
JP 2002-109173 A (page 3-4)

  However, conventional project management tools are complex and require a long time to get the tools on track. Furthermore, it takes time and money to build a tool infrastructure, and the initial cost until the start of tool operation is large.

  In addition, the complexity of project management tools has a major impact on the maintenance of tool operation, and not only the maintenance costs, but also the maintenance itself is difficult without the high skills to master the tools.

  If the management of project management tools can be outsourced to specialists providing project management services, the situation will change significantly. In the future, it is becoming possible for some companies to use project management services as business.

  Therefore, in order to solve the above-mentioned problems, the present invention provides a project management service specialist having a management base different from that of the project executor, accepting requests from the project executor who performs the project, Project management tool for managing so-called projects such as planning, performance, estimation, etc., network for tool operation, project management personnel for tool operation, and project management information related to tool operation The project performer aims to be able to manage the project he or she performs using the provided tools, network, personnel, and project management information.

  In order to solve the above-described problems, the project management method and the project management system according to the present invention employ the following characteristic configuration.

(1) A project management tool operated by a project management service provider that provides a project management service is connected to a terminal device on the project executor side that contracts the project management service via a network dedicated to the project management service provider. A project management method for performing project management of the project performer, wherein a project management program for using the project management tool via the network is provided by the project management service provider and contracted. A project management method capable of connecting the terminal device and the project management tool by installing the terminal device on the project executor side.
(2) In the project management method of (1), the project management tool includes, as the project management data, project plan information indicating a project promotion plan for each project of each contracted project performer, and the terminal device. One or more of project performance information indicating the project progress status that is input sequentially and project estimation information indicating the simulation result of project progress prediction is stored as project management data for each project to be managed. How to manage projects.
(3) In the project management method of (1) or (2) above, the project management tool is installed from the terminal device through the network as the project management program installed in the terminal device of each contracted project executor. An access program for controlling access to the terminal, a setting program for adding / changing / deleting data for customizing the project management tool from the terminal device, and project management data stored in the project management tool for the terminal A project management method including at least one or more of report programs output from a device.
(4) In the project management method of (3), the project management tool specifies information for identifying each project performer and a project to be managed when the terminal device is accessed by the access program. A project management method for determining whether or not to permit connection from the terminal device to the project management tool by receiving information to be specified and information specifying the terminal device from the access program.
(5) In the project management method of (3) or (4) above, the project management tool receives the setting request from the setting program of the terminal device to which access is permitted, and One or more of execution modes of simulation for estimating the future progress of each project performer's project and / or registration / change / deletion of operation data serving as definition information on the project operation method, and the setting program A project management method for customizing the project management tool for each project performer's project by receiving the project management tool.
(6) In the project management method according to any one of (3) to (5), the project management tool is activated at predetermined intervals or arbitrarily designated in the terminal device to which access is permitted. A project management method of returning project management data stored in the project management tool to the terminal device by receiving a report request from the activated report program in response to an instruction.
(7) In the project management method according to any one of (1) to (6) above, the project management service provider who is assigned as a specialist in charge of project management of the project to be managed by each contracted project executor Each of the project managers customizes the project management tool and the project management program for project management of each project performer based on the information on the managed project, and the various types of information on the managed project. A project management method in which settings are registered in a management tool and various information related to the management target project is transferred from the project management tool to the terminal device.
(8) In the project management method according to any one of (1) to (7), the project management tool stores project management data related to a project to be managed by each contract performer for each project performer. Project management method comprising a management database for storing as dedicated management data.
(9) The project management tool operated by the project management service provider that provides the project management service is connected to the terminal device on the project executor side that has contracted the project management service via the network dedicated to the project management service provider. A project management system for performing project management of the project performer, wherein a project management program for using the project management tool via the network is provided and contracted by the project management service provider. A project management system capable of connecting the terminal device and the project management tool by installing the terminal device on the project executor side.
(10) In the project management system of (9), the project management tool includes project plan information indicating a project promotion plan as project management data for each project of each contracted project performer, and the terminal device. One or more of project performance information indicating the project progress status sequentially input from and project estimation information indicating the result of simulation of project progress prediction is stored as project management data for each project to be managed. Project management system.
(11) In the project management system according to (9) or (10) above, each of the full-time personnel of the project management service provider assigned as a specialist in charge of project management of the project to be managed by each contracted project performer The project management tool and the project management program are customized for project management of each project performer based on the information on the managed project, and various information on the managed project is transferred to the project management tool. A project management system in which various settings related to the managed project are transferred from the project management tool to the terminal device.
(12) In the project management system according to any one of (9) to (11), the project management tool stores project management data related to a project to be managed by each contract performer for each project performer. Project management system equipped with a management database that is stored as dedicated management data.

  According to the project management method and the project management system of the present invention, it is possible to manage a project by contracting with a project management service provider that owns a project management tool and provides a project management service. The following effects can be obtained in the project performer.

  The first effect is that it is not necessary for the project executor to investigate and build a system for the project management tool, and it is possible to introduce the project management tool with very little investment. Furthermore, the second effect is that it becomes possible to introduce the project management tool in a very short period of time because the investigation and system construction regarding the project management tool become unnecessary.

  The third effect is that a full-time person in charge of the operation of the project management tool can be entrusted to an external specialist such as a project management service provider. Is to be possible. Furthermore, the fourth effect is that by entrusting a full-time person to an external specialist, the project management tool can be operated by the full-time person, and the project application rate of the tool can be improved. is there.

  The fifth effect is that an operation setting for each project can be performed by a full-time person familiar with project management, so that an operation error of the project management tool can be prevented. The sixth effect is that it becomes possible to reliably report the project status to members who need to report the progress of the project as a result of operation by a full-time person.

  The seventh effect is that a specialist, a project management service provider, operates and manages the project management tool, so that the latest tool can always be used. Furthermore, the eighth effect is that specialists operate and manage the tools, so it is always easy to obtain general management methods in the world and can be easily applied to the management of each project. It is to become possible.

  Hereinafter, preferred embodiments of a project management method and a project management system according to the present invention will be described with reference to the accompanying drawings.

  FIG. 1 is a conceptual diagram showing an outline of information transmitted and received between a project management service provider and a project execution company in the project management method according to the present invention. In FIG. 1, the project execution company A or B enters into a contract for execution of project management with the project management service company X in performing each project, as indicated by reference symbol a. Based on this contract, as shown by symbol b, Company X provides Company A or Company B with a project management tool, a dedicated network for Company X for tool operation, project management specialists, and Provide operational information. Company A or Company B uses the provided tools, network, personnel, and information related to operations to manage the project, and pays the price based on the contract, as indicated by symbol c.

  FIG. 2 is an explanatory diagram for explaining an example of a project management method performed between the project management service provider and the project execution company shown in FIG. The relationship with the company 100 is shown.

  In FIG. 2, first, an application from Company A 200 is received, and Company X 100 exchanges a contract with Company A 200 as shown in sequence S <b> 1. Based on the contract, company X 100 assigns project management member 1 who is dedicated to the project of company A 200 as the person in charge of company A 200, and in some cases dispatches to company A 200. The management member 1 assigned to the A company 200 is transferred to the project promotion member 5 that promotes the management target project of the A company 200, as shown in the sequence S2, and the project management tool 8 and the management database 6 managed by the X company 100. The company A provides management information 6A, the usage of the network 7 for operating the project management tool 8 and the management manual necessary for each operation. On the other hand, the project promotion member 5 provides the management member 1 with information necessary for management, such as the project promotion system and status to be managed.

  Based on the information such as the project promotion system and status received as the management target information, the management member 1 accesses the access program 2 and the setting program 3 from the company X 100 that provides the project management service, as shown in sequence S3. After customizing the project management program such as the reporting program 4, the program is supplied to a desired terminal device for managing the execution of the project of Company A 200. The project management information indicating the promotion contents of the project of A company 200 handled in these project management programs customized for A company 200 includes project plan information 9 indicating the promotion plan for the project to be managed, and terminal equipment in order. It includes at least project performance information 10 indicating the progress status of the input project, and project estimation information 11 indicating the result of simulation of project progress prediction.

  The project management information is relayed by the management member 1 to the management database 6 via the project management tool 8 via the network 7 held and managed by the company X 100 as shown in sequence S4. Registered as company A management data 6A. Further, as shown in the sequence S5, the management member 1 extracts necessary information from the A company management data 6A as necessary, and provides information to the A company project promotion member 5. In the sequence S5, the project promotion member 5 itself directly registers information in the company A management data 6A via the network 7 and the project management tool 8 owned and managed by the company X 100 as necessary. By performing reading, it is possible to grasp the progress of the project quickly.

  The management database 6 managed and held by the company X 100 has not only the company A management data 6A but also the company B management data 6B of the project execution company B 300 that has a contract for the same project management service. Sometimes it is. When project management of a plurality of companies is performed, management data of each company (in this embodiment, company A management data 6A and company B management data 6B) is managed in a strictly confidential state. . Therefore, access from the A company 200 to the A company management data 6 </ b> A held by the X company 100 is performed only via the access program 2 customized for the A company 200.

  The setting program 3 defines the usage in the project of the company A 200 among the usages of the project management tool 8 by the setting program 3 in advance, and the project management tool 8 from the company A 200 via the network 7. Is used via the setting program 3, the project management tool 8 can be easily used in a state customized for the company A 200.

  Further, the status of the project to be managed by the company A 200 can be reported to the necessary members of the company A 200 by extracting information about the requested project from the company A management data 6A. That is, the reporting program 4 for the company A automatically accesses the company A management data 6A via the network 7 periodically or when requested, and stores data necessary for project management on the terminal. Display on the device.

  FIG. 3 is an explanatory diagram for explaining an example different from FIG. 2 of the project management method performed between the project management service provider and the project execution company shown in FIG. FIG. 3 shows an example in which the network 7, the project management tool 8, and the management database 6 owned and managed by the project management service company X 100 are separately constructed for each project execution company. For example, for the project execution company A company 200, the network 7A, the project management tool 8A, and the company A management data 6A, and for the project execution company B company 300, the network 7B, the project management tool 8B, and , B company management data 6B is shown separately constructed. In this way, by adopting different configurations separated for each company, it becomes possible to secure the confidentiality of the project management data of each company more safely.

(Description of Examples)
Next, the project management program and the project management tool 8 of the access program 2, the setting program 3, and the report program 4 in the present embodiment described with reference to FIGS. 2 and 3 will be further described.

  FIG. 4 is an explanatory diagram for explaining an example of information used in the project management program in the embodiment of the present invention shown in FIG. As shown in FIG. 4, when a contract for project management is made in the sequence S1 of FIG. 2, the management member 1 (the person in charge of A company) in charge of the company A of the company X 100 who has contracted the project management is shown in the sequence of FIG. As described in S <b> 2, information related to the management target project (that is, information necessary for management such as the project promotion system and status) is collected from Company A 200.

  Among these collected project management information, simulation methods for estimating project performance predictions, project calendars that set project milestones, management data entry procedures, data entry methods, project systems, Information such as terminal information for management is input to the setting program 3 that defines the unified operation method of the project management tool, and is customized as the setting program 3 for the company A 200.

  Information such as the project system and management terminal information is input to the access program 2 that controls access control to the project management tool 8 and is customized as the access program 2 for the company A 200.

  In addition, information such as the project system, information on each terminal for management, and information on the status report contents and reporting method of the project are input to the report program 4 that reports the project status periodically or as needed. Thus, it is customized as the reporting program 4 for the company A 200.

  After that, as described in the sequence S3 of FIG. 2, the management member 1 inputs information for the company A 200, so that the access program 2, the setting program 3, and the report program 4 customized for the company A 200 are obtained. Each of the project management programs is supplied to a terminal device necessary for the execution of the project of the company A 200 and used for the project execution management of the company A 200. Along with the execution of each project management program in the terminal device of company A 200, as described in sequence S4 of FIG. 2, information on the progress status of the management target project of company A 200 collected by the management member 1 is as follows: The data is sequentially stored and saved as the A company management data 6A in the management database 6 of the X company 100 via the network 7.

  Next, FIG. 5 is an explanatory diagram for explaining an example of access control to the project management tool 8 in the embodiment of the present invention of FIG. 2, and as described above, installed in the terminal device of Company A 200. Based on the control of the access program 2, the project management tool 8 of the company X 100 can be accessed via the network 7. As described in FIG. 2, the management member 1 and the project promotion member 5 of the company A 200 via the access program 2 installed in all the terminal devices used for managing the management target project. , Connected to the project management tool 8 of company X 100.

  In FIG. 5, when any one of the management member 1 and the project promotion member 5 operates the terminal device and accesses the project management tool 8 of the company X 100 via the access program 2, the project management tool 8 Company information indicating that it is Company A 200 set in advance in the access program 2, and project information indicating that it is a project to be managed (if there are multiple projects, information for identifying one of them) In addition, the terminal-specific information of the transmission source (including address information such as an IP address) is received from the access program 2 and the connection to the project management tool 8 is permitted based on the information. And return the determination result to the connection requesting terminal device. To. As a result, when the connection is permitted, the terminal device can access the information related to the designated management target project in the A company management data 6A of the management database 6 by the project management tool 8.

  Next, FIG. 6 is an explanatory diagram for explaining an example of project definition information for making a setting request to the project management tool 8 in the embodiment of the present invention shown in FIG. On the basis of the control of the setting program 3 installed in the terminal device, a request for setting definition information for company A project management can be made to the project management tool 8 of company X 100 via the network 7. As described in the sequence S5 in FIG. 2, the management member 1 and the project promotion member 5 of the company A 200, etc., are installed in all terminal devices used for management of the management target project. Through the above, various definition information for company A project management can be set in the project management tool 8 of company X 100.

  In FIG. 6, any one of the management member 1 and the project promotion member 5 operates the terminal device, and the setting program 3 applies to the project management tool 8 of the X company 100 connected by the access program 2. Definition information on project operation method for company A 200, that is, registration of operation data, change or deletion of registered operation data, or setting of simulation execution mode for estimating future progress of project for company A 200 And so on. In order to unify the operation method of the project management tool 8 in the project, the setting program 3 uniformly sets operation data as definition information for defining each option item of the project management tool 8. For example, the project management tool 8 is customized for a project for company A 200.

  Next, FIG. 7 is an explanatory diagram for explaining an example in which a project management information report request is made to the project management tool 8 in the embodiment of the present invention shown in FIG. Accordingly, based on the control of the reporting program 4 installed in the terminal device of Company A 200, a report request for project management information can be made to the project management tool 8 of Company X 100 via the network 7. As described above with reference to FIG. 2, for the reportable member who needs to report the project management data of company A 200, the information of company A management data 6A from management database 6 of company X 100 is reported to the terminal of the reportable member. Reporting can be done periodically or at any requested time via the reporting program 4 installed on the device.

  In FIG. 7, the reporting program 4 for outputting the company A management data 6A from the management database 6 of the company X 100 via the network 7 is installed on the terminal device of the member to be reported that receives the project progress report of the company A 200. Has been. The report program 4 is composed of project fixed information common to all projects, and optional information that can be freely set by the user according to the report target project, regarding the project progress status to be output. The reporting program 4 is activated periodically at a predetermined period or at an arbitrarily designated time, and is connected to the project management tool 8 of the company X 100 via the network 7 and managed by the company A. The data 6A is read, and the progress of the project is output and displayed on the terminal device based on the project fixed information and option information set in the report program 4.

  As described in detail above, the following effects can be obtained by the project management method and the project management system according to the present invention.

  The first effect is that the project execution company A company 200 and company B 300 do not need any investigation and system construction related to the project management tool 8 and the management database 6, and the project management tool 8 and the management database can be made with very little investment. 6 can be introduced. Further, the second effect is that the investigation and system construction for the project management tool 8 and the management database 6 are not required, so that the project management tool 8 and the management database 6 can be introduced in a very short period of time. . Furthermore, the development of the access program 2, the setting program 3, and the report program 4 is not required.

  The third effect is that the management member 1 who is a full-time person related to the operation of the project management tool 8 and the management database 6 can be entrusted to an external specialist such as the project management service company X company 100, so it is dedicated to the company. It is possible to introduce and maintain the project management tool 8 and the management database 6 without placing a person. Furthermore, the fourth effect is that by entrusting a full-time person to an external specialist, the project management tool 8 and the management database 6 can be operated by the full-time person, and the project application rate of the tool can be improved. It is to become possible.

  The fifth effect is that an operation setting for each project can be performed by the management member 1 who is a full-time person familiar with project management, so that an operation error of the project management tool 8 can be prevented. The sixth effect is that it is possible to reliably report the project status to the reported member who needs to report the progress of the project as a result of operation by the full-time person, that is, the management member 1.

  The seventh effect is that the latest tool can be used at all times because a specialized company called the project management service company X company 100 operates and manages the project management tool 8. In addition, the eighth effect is that it is always easy for specialists to operate and manage tools, so that it is easy to obtain general management methods in the world, and it can be easily applied to the management of each project. Is to be possible.

  The configuration of the preferred embodiment of the present invention has been described above. However, it should be noted that such examples are merely illustrative of the invention and do not limit the invention in any way. Those skilled in the art will readily understand that various modifications and changes can be made according to a specific application without departing from the gist of the present invention.

It is a conceptual diagram which shows the outline | summary of the information transmitted / received between a project management service provider and a project execution company in the project management method by this invention. It is explanatory drawing for demonstrating an example of the project management method implemented between the project management service provider and project execution company which are shown in FIG. It is explanatory drawing for demonstrating the example from which the project management method implemented between the project management service provider shown in FIG. 1 and a project execution company differs. It is explanatory drawing for demonstrating an example of the information used with the project management program in the Example of this invention of FIG. It is explanatory drawing for demonstrating an example of the access control to the project management tool in the Example of this invention of FIG. It is explanatory drawing for demonstrating an example of the project definition information which performs a setting request | requirement with respect to the project management tool in the Example of this invention of FIG. It is explanatory drawing for demonstrating an example which performs the report request | requirement of project management information with respect to the project management tool in the Example of this invention of FIG.

Explanation of symbols

1 Project management member (management member)
2 Access program 3 Setting program 4 Report program 5 Project promotion member 6 Management database 6A Company A management data 6B Company B management data 7 Network 7A Network 7B Network 8 Project management tool 8A Project management tool 8B Project management tool 9 Project plan information 10 Project Result information 11 Project estimation information 100 Project management service company X company 200 Project execution company A company 300 Project execution company B company

Claims (12)

  By connecting a project management tool operated by a project management service provider that provides a project management service to a terminal device on the project executor side that has contracted the project management service via a network dedicated to the project management service provider, A project management method for performing project management of the project performer, wherein a project management program for using the project management tool via the network is provided from the project management service provider and contracted. A project management method characterized in that the terminal device and the project management tool can be connected by being installed in a terminal device on the user side.   2. The project management method according to claim 1, wherein the project management tool sequentially includes project plan information indicating a project promotion plan and the terminal device as project management data for each project of each contracted project performer. Store at least one or more of project performance information that indicates the project progress status that is input and project estimation information that indicates the result of simulation of project progress prediction as project management data for each project to be managed Project management method characterized by   3. The project management method according to claim 1 or 2, wherein the project management program is installed in a terminal device of each contracted project executor, and the project management tool is accessed from the terminal device via the network. An access program for performing the setting, a setting program for adding / changing / deleting data for customizing the project management tool from the terminal device, and outputting the project management data stored in the project management tool from the terminal device A project management method comprising at least one or more of report programs.   4. The project management method according to claim 3, wherein the project management tool specifies information for identifying each project performer and information for identifying a project to be managed when the terminal device is accessed by the access program. A project management method comprising: determining whether to permit connection from the terminal device to the project management tool by receiving information identifying the terminal device from the access program.   5. The project management method according to claim 3, wherein the project management tool relates to a project management method for each project performer when receiving a setting request from the setting program of the terminal device to which access is permitted. Receiving, from the setting program, one or more of simulation execution modes for registering / changing / deleting operational data as definition information and / or estimating future progress of each project performer's project A project management method comprising: customizing the project management tool for each project performer's project.   The project management method according to any one of claims 3 to 5, wherein the project management tool is provided in the terminal device to which access is permitted, in accordance with a predetermined cycle or in response to an arbitrarily designated activation instruction. A project management method comprising: receiving a report request from the activated report program, and returning project management data stored in the project management tool to the terminal device.   In the project management method according to any one of claims 1 to 6, by each of the full-time staff of the project management service provider assigned as a specialist in charge of project management of the project to be managed by each contracted project performer. Based on the information on the managed project, the project management tool and the project management program are customized for project management of each project performer, and various information on the managed project is transferred to the project management tool. A project management method characterized in that setting registration and various information related to the management target project are transferred from the project management tool to the terminal device.   8. The project management method according to claim 1, wherein the project management tool manages project management data related to a project to be managed by each contract performer for each project performer. A project management method comprising a management database for storing data.   By connecting a project management tool operated by a project management service provider that provides a project management service to a terminal device on the project executor side that has contracted the project management service via a network dedicated to the project management service provider, A project management system for performing project management of the project performer, wherein a project management program for using the project management tool via the network is provided by the project management service provider and contracted. A project management system, wherein the terminal device and the project management tool can be connected by being installed in a terminal device on the user side.   10. The project management system according to claim 9, wherein the project management tool sequentially projects project plan information indicating a project promotion plan from the terminal device as project management data for each project of each contracted project performer. Store at least one or more of project performance information that indicates the project progress that is input and project estimation information that indicates the result of simulation of project progress prediction, as project management data for each project to be managed Project management system characterized by   11. The project management system according to claim 9 or 10, wherein each of the project management service providers assigned to the project management service provider assigned as a person in charge of the project management of the project to be managed by each contracted project performer is the management target. Based on the information on the project, the project management tool and the project management program are customized for project management of each project performer, and various types of information on the managed project are registered in the project management tool. A project management system, wherein various types of information related to the management target project are transferred from the project management tool to the terminal device.   12. The project management system according to claim 9, wherein the project management tool manages project management data related to a project to be managed by each contract performer for each project performer. A project management system comprising a management database for storing data.

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