WO2019127819A1 - 品牌宣传项目管理方法、装置、终端设备及介质 - Google Patents
品牌宣传项目管理方法、装置、终端设备及介质 Download PDFInfo
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/103—Workflow collaboration or project management
Definitions
- the present application relates to the field of information management technologies, and in particular, to a brand promotion project management method, device, terminal device and medium.
- Project management generally includes the stages of project start-up, project establishment, project execution and project acceptance.
- the project management includes but is not limited to brand promotion project management.
- project initiation refers to the process of making decisions or plans for brand promotion projects.
- Project establishment refers to the process of formulating work objectives or plans for brand promotion projects based on the formulated decisions or plans.
- the proposed work objectives or plans for the implementation of the brand promotion project the project acceptance refers to the process of acceptance and implementation of the brand promotion project.
- the main work of the current brand promotion project management is completed online, and the process of decision-making, control, feedback, re-decision, re-control and re-feedback in the process of brand promotion project management, the offline operation makes it lack closed-loop management. Control makes the entire brand promotion project management unable to form a complete tracking system, which is not conducive to comprehensive evaluation of brand promotion projects.
- the application provides a brand promotion project management method to solve the problem of lack of closed-loop management of brand promotion project management.
- the present application provides a brand promotion project management method, including the following steps performed by the project management system:
- the project project information includes a project ID, a project type, and a project budget;
- the project project information is sent to the EOA system connected to the project management system, and the project approval information sent by the EOA system is received;
- the project approval information is approval approval
- the project type is a non-creative report type
- the present application provides a brand promotion project management apparatus, including:
- a project establishment information obtaining module configured to acquire project project information, where the project project information includes a project ID, a project type, and a project budget;
- a project approval information obtaining module configured to send the project project information to an EOA system connected to the project management system, and receive project approval information sent by the EOA system;
- a project procurement information receiving module configured to: when the project approval information is approved, and the project type is a non-creative report type, sending the project project information to a procurement system connected to the project management system, And receiving project purchase information sent by the procurement system;
- the project closing report obtaining module is configured to obtain project acceptance information, and form a project closing report based on the project project information, the project procurement information, and the project acceptance information.
- the present application provides a terminal device including a memory, a processor, and computer readable instructions stored in the memory and executable on the processor, the processor executing the computer readable instructions The following steps are implemented:
- the project project information includes a project ID, a project type, and a project budget;
- the project project information is sent to the EOA system connected to the project management system, and the project approval information sent by the EOA system is received;
- the project approval information is approval approval
- the project type is a non-creative report type
- the present application provides a computer readable storage medium storing computer readable instructions that, when executed by a processor, implement the following steps:
- the project project information includes a project ID, a project type, and a project budget;
- the project project information is sent to the EOA system connected to the project management system, and the project approval information sent by the EOA system is received;
- the project approval information is approval approval
- the project type is a non-creative report type
- the brand promotion project management method device, terminal device and medium provided by the application, firstly, based on the item type, it is judged whether the item is a creative report type or a non-creative report type, and if it belongs to the creative report type, based on the project project information and The project acceptance information forms a project completion report; if it is not a creative report type, the project completion report is formed based on the project establishment information, the project procurement information, and the project acceptance information.
- the entire execution process of the project from project establishment to completion is carried out online.
- the project management system, procurement system and EOA system form multiple closed loops in the execution process, which realizes decision-making, control and feedback in the project management process.
- the process of re-decision, re-control and re-feedback has formed a complete tracking and feedback on brand management project management methods.
- 1 is a flow chart of a method for managing a brand promotion project in the first embodiment.
- FIG. 2 is a specific schematic diagram of step S10 of FIG. 1.
- FIG. 3 is a specific schematic diagram of step S30 of FIG. 1.
- FIG 4 is another flow chart of the brand promotion project management method in the first embodiment.
- Fig. 5 is another flow chart of the brand promotion project management method in the first embodiment.
- Fig. 6 is another flow chart of the brand promotion project management method in the first embodiment.
- Fig. 7 is a schematic block diagram of the brand promotion project management apparatus in the second embodiment.
- FIG. 8 is a schematic diagram of a terminal device in Embodiment 4.
- FIG. 1 is a flow chart showing a method for managing a brand promotion item in the embodiment.
- the brand promotion project management method can be applied to financial institutions such as banks, insurance and securities, or terminal devices configured by other institutions for management of brand promotion projects, and can be specifically applied to project management systems on terminal devices.
- the project management system is a system for project management of brand promotion projects.
- the terminal device is a device that can interact with a user, including but not limited to devices such as computers, smart phones, and tablets. As shown in Figure 1, the brand promotion project management method includes the following steps:
- S10 Acquire project project information, and the project project information includes a project ID, a project type, and a project budget.
- the project project information refers to information included in the project establishment process, and the project project information includes but is not limited to the project ID, the project type, and the project budget in the embodiment.
- the item ID refers to the identifier used to uniquely identify the item, and each item ID corresponds to a unique brand promotion item.
- the project management system can automatically generate a project ID, which may be a randomly generated number or a number generated according to a preset rule.
- the project type refers to the type determined by classifying the brand promotion items according to the preset classification.
- the type of project can be determined according to whether there are creatives as the type of creative review and non-creative report type.
- the project type can be classified into large financial assets and large medical health according to its content. Among them, large financial assets can be subdivided into insurance, banking, asset management, financial services and real estate finance.
- the project budget refers to the amount of funds set in advance when the brand promotion project is established, and is used to estimate the total amount of funds required for the entire brand promotion project.
- a project can include multiple expense accounts.
- the specific cost values that need to be specified on the specific expense account can be determined according to the implementation plan of the brand promotion project to be established, and based on the summary of the specific cost values of all expense accounts.
- the project budget of the proposed brand promotion project is not limited to the amount of funds set in advance when the brand promotion project is established, and is used to estimate the total amount of funds required for the entire brand promotion project.
- a project can include multiple expense accounts.
- the specific cost values that need to be specified on the specific expense account can be determined according to the implementation plan of the brand promotion project to be established, and based on the summary of the specific cost values of all expense accounts.
- the project budget of the proposed brand promotion project can be determined according to the implementation plan of the brand promotion project to be established, and based on the summary of the specific cost values of all expense accounts.
- the project management system can receive the project project information input by the user to obtain the project ID, project type and project budget information of the brand promotion project of the proposed project, and contribute to the project management system from the source.
- Manage brand promotion projects to provide a basis for the closed-loop management process of brand promotion projects.
- the annual budget refers to the pre-set funding value of all brand promotion projects in the year, which is used to estimate the expenses for all brand promotion projects of the year. Specifically, the annual budget is based on the budget use department, and the department budget administrator corresponding to each budget use department obtains the total project budget cost corresponding to all the annual project types in the annual configuration plan confirmed and prepared by the department.
- the annual allocation plan refers to the configuration plan of each of the four types of expense accounts, namely, the advertising expense account, the supplier service expense account, the promotional article expense account, and other expense accounts.
- the annual configuration plan is stored in the project management system as a benchmark for project management for the year.
- the annual allocation plan includes the department name of each budget department, the type of annual project, the project budget corresponding to each project type, the specific expense account included in each project, the budget cost of each expense account, and the execution cycle of each expense account.
- the EOA (electornic office automation) system is an office information system. In this embodiment, it refers to an internal sign-off system for approving and approving various information that needs to be approved within the company.
- the EOA system and project management system Connected.
- the project approval information refers to the information that the EOA system accepts the project approval for the project when the project approval information sent by the project management system is received. Understandably, the project approval information includes approval approval and approval failure.
- the project management system determines whether the project budget meets the annual budget based on a preset annual budget. If the project budget meets the annual budget, it indicates that the project approval information has been initially approved, and the project management system will send the project project information to the EOA system connected to it for project approval. If the project budget does not meet the annual budget, it indicates that the project approval information has not been approved, and the project management system will not send the project project information to the EOA system connected to it for project approval.
- the project management system After the preliminary approval of the project project information, the project management system receives the project project information submission instruction, and sends the project project information and project ID to the EOA system connected to the project management system. The EOA system will notify the corresponding approver to establish the project. After the approval of all the expense subjects, the EOA system sends the approval information of the project establishment information to the project management system, and the approval information specifically includes approval approval and approval is not passed. If the approval is passed, step S30 is performed.
- the specific process for the project approval by the project corresponding to the approval personnel is: the user selects the corresponding project approval personnel and the approval form to approve the project based on the approval link of the EOA system provided in the project management system.
- the approval personnel corresponding to the project include at least one approver.
- the approval link refers to the link address of the EOA system set in the project management system.
- the approval form refers to the approval order of the approval personnel corresponding to the project.
- the approval form specifically includes: sequence indication, coordination indication, parallel indication and circulation, and each approval form has its corresponding shortcut key, and the specific correspondence is: sequential indication ⁇ , collaborative indication/, parallel indication
- the project management system further has an approval personnel relationship verification retrieval function, which is used to determine the user selected item by using an approval personnel relationship check table stored in advance in the project management system. Is the corresponding project approver correct?
- the project includes the expense account A and the expense account B.
- the user selects the approval personnel based on the expense account A as the leader A, the leader B, and the leader C.
- the approval form is a sequential indication, and the selection manner of the sequence indication may be inputting the “sequence indication”.
- You can also select the shortcut key ⁇ then the approval process of the expense subject A is led by the leader A ⁇ leader B ⁇ leader C.
- the approver selected by the user based on the expense account B is the leader E and the leader F, and the approval form is the collaborative instruction.
- the user can input the “collaborative instruction” or the shortcut key/, and the approval process of the expense account B is the leader E. /Leadership F collaborative review.
- the EOA system When receiving the project approval information, the EOA system will notify the corresponding leader for approval according to the approval form corresponding to each expense account. If the approval information of the cost subject A is approved by the three approval personnel of the leader A, the leader B and the leader C in the expense subject A, the approval of the project is considered; if the three approvers of the leader A, the leader B and the leader C The approval information of any of the approving personnel in the expense subject A is not approved. If the approval information of the leader E and the leader F in the expense account B is approved, the project will be considered approved; if any of the leaders E and the leader F have approval information for the expense account B If the approval is not passed, the project approval is considered not to pass.
- the project management system sends the project project information to the EOA system for review.
- the EOA system reviews the received project project information based on the approval method selected in the project management system, and sends the project audit information to the project management system to realize the project project.
- the closed-loop management of information has tracked the implementation process of the project information.
- the project management system pre-sets the identifier of the item type of the non-creative report type to be 1, and the identifier of the item type of the creative report type is 0.
- the project management system determines whether the item type in the project establishment information is a creative report type based on the received project project information, that is, the judgment Whether the item type is identified as 0 or 1. If the project type is 1, it is determined that the project type is a non-creative report type and is not a creative project. At this point, the project management system will send the project project information to the procurement system connected to the project management system.
- the project procurement information refers to the project approval information received by the procurement system and sent by the project management system, and all the information related to the procurement of the project after the procurement process is completed based on the project establishment information.
- the project procurement information is sent by the procurement system to the project management system.
- the procurement system sends the purchase approval information to the project management system, and the corresponding department budget administrator in the project management system approves the purchase approval information, and the approval of the purchase approval information belongs to the annual configuration plan confirmed and prepared by the department.
- the project management system will send the procurement approval information to the EOA system for approval based on the approval opinion.
- the EOA system will send the procurement approval information to the procurement system, and the user will receive the procurement approval information.
- the procurement system initiates the procurement, and after the procurement is completed, the project procurement information is sent to the project management system to realize the closed-loop control of the project procurement information.
- the project management system and the procurement system have formed a closed-loop process, which has completed the tracking of the execution process and the generated costs of non-creative report type projects, and has improved the monitoring process and effect of the project.
- S40 Acquire project acceptance information, and form a project completion report based on project project information, project procurement information, and project acceptance information.
- the project acceptance information refers to the feedback of the execution result of the project after the completion of the project, and is used to complete the acceptance of the project.
- the project acceptance information includes but is not limited to effect monitoring information and payment acceptance information.
- the effect monitoring information means that the item will have an effect information feedback after the execution process, and the effect information feedback is called the effect monitoring information.
- Payment acceptance information refers to the payment voucher that needs to be paid to the supplier when the project is executed.
- the project completion report refers to the summary statement of the project from project initiation to execution completion.
- the project completion report includes the project information at the time of project establishment, the project procurement information at the time of project procurement execution, and the project acceptance information after the project execution is completed.
- the closed report generated based on project project information, project procurement information and project acceptance information is a summary and evaluation of the project.
- the closed report is stored in the project management system and used to summarize the report, which can be used as a project for subsequent projects. , the implementation of the reference.
- the closed-loop management control formed by the project management system, the procurement system and the EOA system can track the procurement phase of the non-creative report type brand promotion project in real time and effectively.
- the project management system determines that the identifier of the item type in the project project information is 0 based on the received project project information, that is, determines that the project type is a creative report type.
- the project acceptance information of the creative report type includes the expense account name of the creative production, the amount of the expenditure, the execution start time, the execution end time, and the creative report attachment, and the project acceptance information based on the project ID and the project approval information form a project settlement report.
- the project completion report can accurately and accurately reflect the implementation process and actual situation of the project type of the project, and it has a tracking effect on the whole implementation process and the expenses incurred.
- the content of the closed report can be used as a data reference and analysis of the annual brand marketing effect summary, and at the same time improve the visibility of the brand marketing management process.
- the project approval information further includes project funding application information.
- the project funding application information refers to the specific information that forms the project budgetary funds during the project establishment process.
- step S10 that is, obtaining project project information, specifically includes the following steps:
- the project funding application information emphasizes specific information such as current expense subjects and specific cost values in the project establishment process.
- the current expense account refers to the specific classification category of the expenses in the project establishment process.
- the specific cost value refers to the estimated cost of the current expense account specifically during the project establishment phase.
- the project budget will be divided into a number of expense subjects that may be involved according to the actual situation.
- the brand promotion project to be proposed will be involved.
- the expense accounts are defined as the current expense accounts, and each expense account has a corresponding specific cost value, and the current expense account and the specific cost value are organized into a project expense information table. The sum of the specific cost values corresponding to all current expense accounts in the project funding information table needs to match the project budget.
- a standard fee chart of accounts is preset in the project management system, and the standard fee chart of accounts includes at least one standard fee account.
- the standard expense account refers to the expense account set up for the unified management of the expense account.
- a standard expense chart of accounts is configured in the branding project system, and the standard cost chart of accounts can be applied to other management systems (including but not limited to procurement systems, financial systems, business systems, etc.) to achieve uniformity between multiple management systems. It is conducive to a unified analysis of the various cost subjects of the brand promotion project. It can be understood that the project management system can receive the project fund application information directly input by the user through the system. At this time, the current expense account is generally a standard fee account; and the project fund application information input by other institutions can also be received. The current expense account may or may not be a standard expense account.
- the standard cost account of the brand promotion project can be divided into a large fee category such as an advertising expense account, a supplier service expense account, a promotional article expense account, and other expense accounts.
- Other expense accounts refer to expense accounts that are not included in the advertising expense account, supplier service expense account, and promotional item expense account.
- the advertising expense account may be a media advertising expense account that needs to be purchased according to actual needs, may be an advertising expense account that achieves brand cooperation, or may be a media-acquired advertising expense account that purchases customer data that the customer acquisition system needs to obtain.
- the media advertising expense account can be subdivided into sub-category fees such as online advertising, television advertising, outdoor advertising, print advertising and radio advertising.
- the advertising fee subject of brand cooperation includes, but is not limited to, sub-category fees such as content implantation, purchase authorization, sponsorship, and joint marketing in this embodiment.
- the media-acquired advertising expense account includes, but is not limited to, a small-type fee account such as a registration class, a business sales class, or a combination of a registration class and a business sales class in the present embodiment.
- the supplier service expense account refers to the project that needs to purchase various services provided by the supplier, and may include small-scale expense subjects such as creative production, strategic planning, media account operation, celebrity endorsement, offline sales, and market information feedback.
- creative production includes the design, implementation and implementation of creative projects; strategic planning includes brand research and strategy, media strategy, integrated communication planning, etc., media account operations including WeChat, Weibo, other social media account operations, etc., offline Marketing activities include information release activities, customer interaction activities, etc.
- Market information includes brand research, public opinion monitoring, and advertising monitoring.
- the propaganda item expense account refers to the item of purchasing or making the disseminated items, and may specifically include sub-categories such as advertising materials and aids.
- advertising materials include small-scale publicity materials such as brand brochures and leaflets, and the publicity materials include large-scale publicity materials such as light boxes, exhibition stands and exhibition stands.
- the current expense account in the project fund application information acquired by the project management system belongs to the large-type expense account and the sub-category expense account mentioned in step S11 (that is, the standard fee account).
- the project management system When filling out the project funding information form, it should first determine whether the current expense account is a standard expense account. If the current expense account is a standard expense account, it can be directly filled out without affecting the subsequent key performance indicator analysis design and optimization operations.
- the project management system will receive the application information for the submitted project, and the project funding information table can be determined based on the current expense account and the specific cost value.
- the project expense account conversion table stored in advance in the project management system is called and converted into a standard expense account.
- the project expense account conversion table refers to a conversion table for converting a non-standard expense account into a standard expense account, and the project expense account conversion table records a conversion relationship between the current expense account and the standard expense account.
- the project funding information table is determined based on the standard cost account and the specific cost value.
- the project management system When the project management system receives the current expense account in the project fund application information, it first determines whether the current expense account is a standard expense account, for example, the current expense account is a poster or a brochure, and the project management system determines that the current expense account is not a standard expense account. Then, the pre-stored project expense account conversion table is called, and the corresponding standard expense account is searched according to the conversion relationship between the current expense account and the standard expense account recorded in the project conversion table, and the standard expense account corresponding to the current expense account is a brochure.
- a leaflet based on the standard expense account, convert the current expense account received by the project management system, modify it into a brochure or a leaflet, and then determine the project funding information table based on the standard expense account and the specific cost value. Project funding information form.
- Steps S11-S13 can make all the current expense subjects unified standards filled by the user, which is beneficial to the standardized management of the project management system.
- step S30 the project project information is sent to the procurement system connected to the project management system, and the project purchase information sent by the procurement system is received, which specifically includes the following steps:
- S31 Send the project project information to the procurement system, and receive the purchase approval information sent by the procurement system.
- the procurement approval information refers to the procurement information that needs to be submitted to the leader for approval after the specific cost account included in the project approval information is completed in the form of a form in the procurement system.
- the purchase approval information includes, but is not limited to, the purchase application name, the corresponding project plan, the procurement method, the purchase category, the purchase instruction, the purchase manager, and the purchase status in the embodiment.
- the procurement method includes but is not limited to the self-purchase and invitation bidding in this embodiment.
- Procurement categories include, but are not limited to, decentralized procurement and centralized procurement in this embodiment.
- the procurement method can correspond to the procurement category.
- the corresponding procurement category selects the decentralized procurement; if the procurement method is the invitation bidding, the corresponding procurement category selects one of the decentralized procurement and the centralized procurement.
- Purchasing status includes, but is not limited to, purchases in this embodiment that are returned, not initiated, purchased, and completed.
- the procurement approval information of the project also includes the attachment of the project.
- the attachment for the project approval refers to a document formed by the approver in the project establishment information after signing the approval of the project information, and the document is the attachment for the project approval.
- the project management system After the procurement system sends the completed procurement approval information to the project management system, the project management system will notify the corresponding department budget administrator to perform internal approval for the procurement approval information.
- the internal approval refers to whether the departmental budget administrator approves the procurement approval information in accordance with the annual configuration plan that has been confirmed and prepared by the department. If the approval is approved, the project management system will send the procurement approval information to the EOA system for approval based on the approval opinion. If it does not, the approval will not agree and the procurement approval information will be returned to the procurement system, and the procurement system will receive the approval.
- the purchase status is updated in real time when the information is returned, and the status is returned for purchase.
- the purchase application name corresponding to one item in the procurement system is the online advertisement purchase application
- the project plan is A plan
- the purchase method is invitation bidding
- the purchase category selects centralized purchase according to the purchase method
- the purchase instruction and the purchase manager are purchased by the user.
- the specific content of the approval information is edited and filled in. After completing the purchase approval information, upload the project registration attachment for the project, thereby completing the editing of the procurement approval information.
- the procurement system sends the completed purchase approval information to the project management system, and the department budget manager of the project management system approves the purchase approval information, and the approval process proceeds to step S32.
- the project management system sends the project approval information to the procurement system and receives the procurement approval information sent by the procurement system.
- the process forms the initial closed-loop management control of the procurement process of non-creative report type project project information, realizing effective tracking of brand promotion projects in real time.
- S32 Send the purchase approval information to the EOA system, and the EOA system sends the purchase approval information to the procurement system, so that the procurement system completes the project procurement based on the procurement approval information approved by the procurement system.
- the purchase approval information refers to the approval result information of the approval personnel in the EOA system to approve the procurement approval information approved by the department budget administrator in the project management system.
- the procurement approval information includes approval approval and approval failure.
- the project management system sends the approved approval information to the EOA system, and the EOA system notifies the corresponding approval personnel to approve the procurement approval information to obtain a procurement approval information.
- the EOA system sends the procurement approval information to the procurement system, so that the procurement system performs the following processing based on the procurement approval information: if the procurement approval information is disagree, the procurement system changes the procurement status based on the received procurement approval information, the procurement The status is displayed as the purchase is returned; if the purchase approval information is the consent, the purchase status in the procurement system is changed to the purchase.
- the procurement system executes the procurement process of the project based on the procurement status, and the corresponding project procurement information is formed at the end of the procurement process.
- S33 Receive project purchase information sent by the procurement system, and send the project purchase information to the EOA system, so that the EOA system completes the payment acceptance based on the project purchase information.
- the project procurement information refers to information about the procurement project that needs to be edited and uploaded after the execution of the project procurement process is completed.
- the project procurement information includes, but is not limited to, supplier information, payment form, contract name, contract signing number, contract amount, contract start execution date, contract end execution date, and contract attachment in this embodiment.
- the project management system receives the project purchase information sent by the procurement system, and the project purchase information sent by the procurement system includes the project ID, the supplier information, and the purchase approval information.
- the collection of the payment form, the contract name, the contract signing number, the contract amount, the contract start execution date, and the contract end execution date are completed based on the obtained supplier information and purchase approval information, and the corresponding contract attachment is received.
- the project procurement information is sent to the EOA system, and the approval personnel in the EOA system approves the project procurement information and completes the payment acceptance based on the project procurement information. After the EOA system completes the payment acceptance, the relevant information of the payment acceptance is saved in the project management system. Understandably, all information formed during the project procurement information and payment acceptance process is stored in the project management system in the form of electronic files, so that it is more convenient and time-saving to avoid the lack of data in the future.
- KPI Key Performance Indicator
- the brand promotion project management method further includes the following steps:
- S41 Acquire a project acceptance request, where the project acceptance request includes a project ID, a project channel, and at least two current project indicators.
- the project acceptance request refers to an instruction received by the project management system for performing project acceptance
- the project acceptance request includes a project ID, a project channel, and at least two current project indicators.
- Project channel refers to the way in which brand promotion projects are disseminated.
- project channels can include outdoor advertising (such as outdoor big cards, wall advertising, LED advertising, community light boxes, subways, buses, buildings, airports, high-speed rails and cinemas), online advertising (such as video ads, search ads, brand maps).
- Project advertisements such as text advertisements and information flow advertisements, print advertisements (such as newspaper advertisements and magazine advertisements), and television advertisements (such as TV commercials and advertisement advertisements).
- the current project indicator refers to the project indicator used to measure the quality of the brand promotion project corresponding to the project ID in the current project.
- Project metrics can include specific dimensions such as spread breadth (human flow, exposure, clicks, circulation, and coverage), depth of propagation (geographic location, ad position and duration of advertising, etc.), cost and performance assessment.
- the project indicators should be related to the project channel.
- the specific indicators in the breadth of the communication dimension may be the flow of people and the duration of the display.
- the specific indicators in the spread breadth dimension may be the exposure amount and the frequency of delivery, etc., rather than the indicators such as the traffic volume and the display duration of the outdoor channel. Understandably, each project indicator should be based on specific project channels and may not be universally applicable to other project channels.
- the project acceptance request obtained by the project management system includes the project channel and at least two current project indicators. Obtaining the project acceptance request can improve the efficiency of the project management system to obtain the corresponding KPI evaluation model based on the project channel, and reduce the workload of the project management system.
- the KPI evaluation model refers to an evaluation model for obtaining calculated KPI values related to specific indicators according to specific indicators.
- the terminal device may acquire a KPI evaluation model corresponding to the project channel according to the project channel, and the specific process is to find and call a KPI evaluation model stored in a database connected to the terminal device.
- the KPI evaluation model corresponding to different project channels is different. For example, when the project channel is outdoor advertising, the KPI evaluation model obtained is used to calculate the KPI value of the project channel for outdoor advertising; when the project channel is online advertising, The acquired KPI evaluation model is used to calculate the KPI value of the project channel as a network advertisement.
- Obtaining the corresponding KPI evaluation model through a specific project channel can provide the accuracy and referenceability of calculating the KPI value on the project channel, and provide a reliable and accurate KPI evaluation model for the subsequent KPI value calculation.
- S43 Acquire a current KPI value based on the KPI evaluation model and at least two current project indicators.
- the obtained KPI evaluation model corresponding to the project channel at least two current project indicators are input in the KPI evaluation model, and the input at least two current project indicators are processed by the KPI evaluation model to obtain the current KPI. value.
- the current KPI value is a result value obtained by processing the current item indicator by the KPI evaluation model, and the current KPI value corresponds to the item ID.
- the current KPI value can truly and accurately reflect the current KPI of the project.
- S44 Acquire item acceptance information based on the current KPI value and the target KPI value corresponding to the same item ID.
- the target KPI value is a pre-designed brand promotion item "qualified line", that is, the target KPI value is a judgment threshold for checking whether the current KPI value reaches the expected value, and is used to evaluate whether the completion of the brand promotion item meets the expectation.
- the target KPI value may be a brand promotion project establishment phase, and the KPI value determined according to the target KPI calculation table in the project establishment information database is associated with the project ID, so as to obtain the target KPI value according to the project ID.
- the target KPI calculation table refers to a table used to calculate the target KPI value during the project establishment process.
- the two need to be compared in size to obtain corresponding item acceptance information. If the current KPI value is less than the target KPI value, the brand promotion item cannot reach the expected value set when the project is established, and the item acceptance information is non-compliant information. If the current KPI value is greater than the target KPI value, the brand promotion project can reach the target KPI value set in advance when the project is established, and the completion condition of the brand project promotion is deemed to be in accordance with the expectation, and the project acceptance information is the compliance information.
- the brand promotion project management method further includes the following steps:
- S401 Determine whether the project channel of the brand promotion item corresponding to the item ID is a network advertisement.
- each project channel of the brand promotion project corresponding to the project ID may include outdoor advertising (such as outdoor big cards, wall advertising, LED advertising, community light boxes, subways, buses, buildings, airports, high-speed rails, cinemas, etc.) ), online advertising (such as video ads, search ads, brand graphic ads and information flow ads), print ads (such as newspaper ads and magazine ads) and TV ads (such as TV commercials and implant ads), etc.
- outdoor advertising such as outdoor big cards, wall advertising, LED advertising, community light boxes, subways, buses, buildings, airports, high-speed rails, cinemas, etc.
- online advertising such as video ads, search ads, brand graphic ads and information flow ads
- print ads such as newspaper ads and magazine ads
- TV ads such as TV commercials and implant ads
- the manner in which the different project channels obtain the effect monitoring information is different.
- the advertisement effect monitoring information can be fed back through the DMP (Data-Management Platform).
- the DMP system is a platform for monitoring the effect information of online advertisements.
- the DMP system connected to the project management system acquires at least two current item index values corresponding to the network advertisement.
- the DMP system obtains the project channel as at least two current project indicator values of the network advertisement, and has the advantages of fast, accurate, and real-time.
- the advertising effect monitoring information cannot be fed back through DMP, and the user needs to manually fill in and upload relevant indicator data for feedback of the effect monitoring information.
- the effect monitoring information that the user needs to manually fill in includes the plan name, the expense account name, and the overall index data entry of the schedule.
- the schedule table refers to the schedule of the expense accounts specifically included in the project
- the overall indicator data of the schedule refers to the sum of the data of the indicator data corresponding to each expense account in the schedule.
- the overall indicator data entry of the schedule includes the indicator name, estimated value and actual value.
- the user needs to upload the advertisement position indicator data
- the actual value of the advertisement position indicator refers to the data content of the schedule/purchase order of the confirmed purchase result, and the schedule/purchase order is used to supplement the actual value, so that the The actual value can be clearly filled out with reference to the indicators provided in the schedule/purchase order.
- the estimated value is the sum of the estimated values corresponding to each indicator data on the schedule/purchase order
- the actual value is the sum of the actual values corresponding to the indicator data on the schedule/purchase order.
- the current project indicators involved in the print advertisement include the spread of the spread, the depth of the spread, the input cost and the effect evaluation.
- the breadth of dissemination includes the circulation and frequency of delivery; the depth of the transmission includes the location, area, content type and distribution scale of the advertisement; the effect evaluation includes the concentration of the audience, CPM, and the impact of the advertisement on the crowd.
- the specific acquisition method of the current project indicator is provided by the supplier, and the user fills in the effect monitoring information based on the data of the obtained current project indicator. After all the monitoring information is filled in and all data is saved, the monitoring information is stored in the project management system.
- the brand promotion project management method can also visually display various reports formed based on the brand promotion project when the brand promotion project performs project management. As shown in FIG. 6, the brand promotion project management method further includes the following steps:
- S61 Acquire a report making request, and the report making request includes a report ID and a data source.
- the report making request refers to an instruction for triggering the production of a report in the production project management system.
- the report ID is used to uniquely identify the project completion report filled out by the user, and the report ID is an identifier corresponding to the visual report template selected by the user.
- the data source refers to the source of the data of the report content, including the data source of the current project indicator corresponding to each expense account in each project closing report corresponding to each budget department.
- the project management system can receive a user to click on the "Report Making" button to input a report making request, and the project management system enters the corresponding production interface based on the report making request.
- the report making request may be a report making request for making a project closing report, or a report making request of a project management summary report of a production institution or a group evaluation period, wherein the evaluation period may be monthly, quarterly or Year, etc.
- S62 Acquire, according to the report ID, a report visualization template corresponding to the report ID, the report visualization template includes a template frame and at least one visualization module, and the visualization module includes a chart conversion tool.
- the background will pre-store a visual report template corresponding to each type of report
- the visual report template includes a template frame and at least one visualization module.
- the template framework refers to the area in the visual report template that needs to be filled with report data.
- a visualization module is an area that displays a visual image in a visual report template.
- a chart conversion tool is a tool used to visualize report data.
- Data metrics can refer to current project metrics, such as project metrics related to online advertising.
- the report ID query database is used to obtain a visual report template corresponding to the report ID, so that the user can directly call the pre-stored visual report template, and use the visual report template to generate a report, which is beneficial to improving the report production efficiency.
- S63 Acquire data to be processed based on the data source, where the data to be processed includes at least one data indicator.
- This data source is the means to obtain data on current project metrics, including DMP data sources and project management system data sources.
- the DMP data is provided by the DMP system, and the project management system data is pre-stored by the user to provide data in the project management system.
- the data source based on the current project indicator obtains the corresponding indicator value, which is a pending data.
- a project may include only one expense account, or may include multiple expense accounts, and one expense account includes at least four partial project indicators. Therefore, the data to be processed includes at least one data indicator. If the execution channel of the expense account corresponding to the current project indicator is online advertising, the data source is provided by DMP. If the cost account execution channel of the expense account corresponding to the current project indicator is a non-network advertisement, the data source is provided to the user. .
- the chart conversion tool is used to convert the data indicators in the processed data to obtain a visual image.
- the visualized image refers to an image obtained by visualizing the report data corresponding to the data indicator in the visual report template.
- the chart conversion tool may employ, but is not limited to, an Echarts tool.
- Echarts tool Enterprise Charts, commercial-grade data chart
- a pure Javascript chart library can run smoothly on PCs and mobile devices, compatible with most current browsers (IE6/7/8/9/10/11, chrome , Firefox, Safari, etc.), the underlying relying on the lightweight Canvas class library ZRender, can provide users with intuitive, vivid, highly personalized data visualization charts.
- Use the Echarts tool to increase the visibility of your data.
- the report data corresponding to the click amount is counted once a month, that is, corresponding to six values.
- the report visualization template includes a template framework and three visualization modules.
- the report data filled by the template frame is the report data corresponding to the six months of the click volume, and the three visualization modules are a line graph visualization module, a histogram visualization module, and a pie chart visualization module.
- the abscissa of the three visualization modules is the month, and the ordinate is the value of the click amount corresponding to each month.
- the line graph visualization module will display the value of the click volume corresponding to each month in a broken line, which can clearly reflect the trend of the click volume of the online advertisement for six months.
- the histogram visualization module displays the value of the corresponding click volume for each month in a histogram format, which can intuitively reflect the specific value of the click volume corresponding to each month in the six months.
- the pie chart visualization module displays the value of the click volume for each month as a percentage, which accurately reflects the percentage of clicks per month for each of the six months.
- the chart conversion tool to convert the value of the click volume of the online advertisement within half a year, it can intuitively display the monthly click volume and the change trend of the click volume within half a year, which improves the visualization degree of the data and facilitates Analyze and calculate the data.
- S65 Obtain a visual report based on the template framework and the visual image.
- the visualization image acquired in step S64 is filled into the visualization module of the visualization report template, and the target report data corresponding to the current project indicator acquired in step S63 is filled into the template frame to obtain the visualization report.
- the visualization report can fill the visual image corresponding to each data indicator into the reserved area in the corresponding visualization module, so that the automatic visualization report production process is highly automated, which is beneficial to improving the report production efficiency.
- the acquisition of the visual report can display the visualized image of the report data generated in the brand promotion project management process, which is beneficial to visually display the report data, and helps the user to intuitively understand and compare the data that needs to be acquired.
- the brand promotion project management method provided by the embodiment first determines whether the project is a creative report type or a non-creative report type based on the type of the project, and if it belongs to the creative report type, the project is closed based on the project project information and the project acceptance information. Report; if it is not the type of creative report, the project completion report is formed based on the project project information, project procurement information and project acceptance information.
- the entire execution process of the project from project establishment to completion is carried out online.
- the project management system, procurement system and EOA system will form multiple closed loops in the execution process, which realizes decision-making, control, and control in the project management process.
- the process of feedback, re-decision, re-control and re-feedback has formed a complete tracking and feedback on brand management project management methods.
- Fig. 7 is a block diagram showing the principle of the brand promotion project management device corresponding to the brand promotion project management method in the first embodiment.
- the brand promotion project management apparatus includes a project approval information acquisition module 10, a project approval information acquisition module 20, a project procurement information receiving module 30, a first project settlement report acquisition module 40, and a second project settlement report acquisition module. 50.
- the steps corresponding to the project management method are one-to-one correspondence, and the details are not described in detail in order to avoid redundancy.
- the project establishment information obtaining module 10 is configured to acquire project project information, and the project project information includes a project ID, a project type, and a project budget.
- the project approval information obtaining module 20 is configured to send the project approval information to the EOA system connected to the project management system, and receive the project approval information sent by the EOA system.
- the project procurement information receiving module 30 is configured to: when the project approval information is approved, and the project type is a non-creative report type, send the project project information to the procurement system connected to the project management system, and receive the project sent by the procurement system. Purchasing Information.
- the first project closing report obtaining module 40 is configured to obtain project acceptance information, and form a project closing report based on the project establishment information, the project procurement information, and the project acceptance information.
- the second project settlement report obtaining module 50 is configured to obtain project acceptance information when the project approval information is approved and the project type is the creative report type, and form a project settlement report based on the project establishment information and the project acceptance information.
- the project project information acquisition module 10 includes a project fund application information acquisition unit 11, a first project fund information table acquisition unit 12, and a second project fund information table acquisition unit 13.
- the project fund application information obtaining unit 11 is configured to obtain project fund application information, and the project fund application information includes a current expense account and a specific cost value.
- the first project fund information table obtaining unit 12 is configured to determine a project fund information table based on the current cost account and the specific cost value when the current expense account is a standard expense account.
- the second item fund information table obtaining unit 13 is configured to convert the current expense account by using the preset project expense account conversion table when the current expense account is not the standard expense account, and obtain the corresponding standard expense account, based on the standard expense account. And the specific cost value to determine the project funding information form.
- the item procurement information receiving module 30 includes a purchase approval information acquisition unit 31, an item procurement unit 32, and a payment acceptance unit 33.
- the purchase approval information acquisition unit 31 is configured to send the project approval information to the procurement system, and receive the purchase approval information sent by the procurement system.
- the project purchasing unit 32 is configured to send the purchase approval information to the EOA system, and the EOA system sends the purchase approval information to the procurement system, so that the procurement system completes the project procurement based on the procurement approval information approved by the procurement system.
- the payment acceptance unit 33 is configured to receive the project purchase information sent by the procurement system, and send the project purchase information to the EOA system, so that the EOA system completes the payment acceptance based on the project purchase information.
- the brand promotion project management apparatus further includes a project acceptance request acquisition module 41, a KPI evaluation model acquisition module 42, a current KPI value acquisition module 43 and a project acceptance information acquisition module 44.
- the project acceptance request obtaining module 41 is configured to obtain a project acceptance request, where the project acceptance request includes a project ID, a project channel, and at least two current project indicators.
- the KPI evaluation model acquisition module 42 is configured to acquire a corresponding KPI evaluation model based on the project channel.
- the current KPI value obtaining module 43 is configured to obtain a current KPI value based on the KPI evaluation model and at least two current item indicators.
- the item acceptance information obtaining module 44 is configured to obtain item acceptance information based on the current KPI value and the target KPI value corresponding to the same item ID.
- the brand promotion project management apparatus further includes a network advertisement judgment order module 401, a first current item indicator acquisition module 402, and a second current item indicator acquisition module 403.
- the network advertisement judgment order module 401 is configured to determine whether the project channel of the brand promotion item corresponding to the item ID is a network advertisement.
- the first current item indicator obtaining module 402 is configured to obtain at least two current item indicators corresponding to the network advertisement from the DMP system if the project channel is a network advertisement.
- the second current item indicator obtaining module 403 is configured to acquire at least two current item indicators corresponding to the project channel input by the user if the project channel is not a network advertisement.
- the brand promotion project management apparatus further includes a report creation request acquisition module 61, a report visualization template acquisition module 62, a data index acquisition module 63, a visualized image acquisition module 64, and a visualization report acquisition module 65.
- the report making request obtaining module 61 is configured to obtain a report making request, where the report making request includes a report ID and a data source.
- the report visualization template obtaining module 62 is configured to obtain a report visualization template corresponding to the report ID based on the report ID, the report visualization template includes a template frame and at least one visualization module, and the visualization module includes a chart conversion tool.
- the data indicator obtaining module 63 is configured to obtain data to be processed based on the data source, where the data to be processed includes at least one data indicator.
- the visualized image acquisition module 64 is configured to convert the data indicators in the data to be processed by using a chart conversion tool to obtain a visualized image.
- the visual report obtaining module 65 is configured to obtain a visual report based on the template framework and the visualized image.
- the embodiment provides a computer readable storage medium on which computer readable instructions are stored.
- the brand promotion item management method in Embodiment 1 is implemented. I won't go into details here.
- the functions of the modules/units in the brand promotion project management apparatus in Embodiment 2 are implemented. To avoid repetition, details are not described herein again.
- FIG. 8 is a schematic diagram of a terminal device according to an embodiment of the present application.
- the terminal device 80 of this embodiment includes a processor 81, a memory 82, and computer readable instructions 83 stored in the memory 82 and operable on the processor 81, such as a branding project management program.
- the processor 81 executes the computer readable instructions 83
- the steps in the above embodiments of the various brand promotion project management methods are implemented, such as steps S10 to S50 shown in FIG.
- the processor 81 executes the computer readable instructions 83
- the functions of the modules/units in the foregoing device embodiments are implemented, for example, the project item information acquiring module 10, the project approval information acquiring module 20, and the project purchasing information receiving module shown in FIG. 30.
- the function of the first project settlement report acquisition module 40 and the second project settlement report acquisition module 50 are implemented, for example, the project item information acquiring module 10, the project approval information acquiring module 20, and the project purchasing information receiving module shown in FIG. 30.
- computer readable instructions 83 may be partitioned into one or more modules/units, one or more modules/units being stored in memory 82 and executed by processor 81 to complete the application.
- the one or more modules/units may be an instruction segment of a series of computer readable instructions 83 capable of performing a particular function for describing the execution of computer readable instructions 83 in the terminal device 80.
- the computer readable instructions 83 may be divided into a project item information obtaining module 10, a project approval information acquiring module 20, a project purchasing information receiving module 30, a first project closing report obtaining module 40, and a second project closing report obtaining module 50.
- the terminal device 80 can be a computing device such as a desktop computer, a notebook, a palmtop computer, and a cloud server.
- the terminal device may include, but is not limited to, a processor 81, a memory 82. It will be understood by those skilled in the art that FIG. 8 is merely an example of the terminal device 80, does not constitute a limitation of the terminal device 80, may include more or less components than those illustrated, or may combine certain components, or different components.
- the terminal device may further include an input/output device, a network access device, a bus, and the like.
- the processor 81 may be a central processing unit (CPU), or may be other general-purpose processors, a digital signal processor (DSP), an application specific integrated circuit (ASIC), Field-Programmable Gate Array (FPGA) or other programmable logic device, discrete gate or transistor logic device, discrete hardware components, etc.
- the general purpose processor may be a microprocessor or the processor or any conventional processor or the like.
- the memory 82 may be an internal storage unit of the terminal device 80, such as a hard disk or a memory of the terminal device 80.
- the memory 82 may also be an external storage device of the terminal device 80, such as a plug-in hard disk provided on the terminal device 80, a smart memory card (SMC), a Secure Digital (SD) card, and a flash memory card (Flash). Card) and so on.
- the memory 82 may also include both an internal storage unit of the terminal device 80 and an external storage device.
- Memory 82 is used to store computer readable instructions as well as other programs and data required by the terminal device.
- the memory 82 can also be used to temporarily store data that has been output or is about to be output.
- each functional unit in each embodiment of the present application may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit.
- the above integrated unit can be implemented in the form of hardware or in the form of a software functional unit.
- the integrated modules/units if implemented in the form of software functional units and sold or used as separate products, may be stored in a computer readable storage medium.
- the present application implements all or part of the processes in the foregoing embodiments, and may also be implemented by computer readable instructions, which may be stored in a computer readable storage medium.
- the computer readable instructions when executed by a processor, may implement the steps of the various method embodiments described above.
- the computer readable instructions comprise computer readable instruction code, which may be in the form of source code, an object code form, an executable file or some intermediate form or the like.
- the computer readable medium can include any entity or device capable of carrying the computer readable instruction code, a recording medium, a USB flash drive, a removable hard drive, a magnetic disk, an optical disk, a computer memory, a read only memory (ROM, Read-Only) Memory), random access memory (RAM), electrical carrier signals, telecommunications signals, and software distribution media.
- a recording medium a USB flash drive
- a removable hard drive a magnetic disk, an optical disk
- a computer memory a read only memory (ROM, Read-Only) Memory
- RAM random access memory
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Abstract
本申请公开了一种品牌宣传项目管理方法、装置、终端设备及存储介质。该方法包括:获取项目立项信息,项目立项信息包括项目ID、项目类型和项目预算;若项目预算符合年度预算,则将项目立项信息发送给与项目管理系统相连的EOA系统,并接收EOA系统发送的项目审批信息;若项目审批信息为审批通过,且项目类型为非创意报审类型时,则将项目立项信息发送给与项目管理系统相连的采购系统,并接收采购系统发送的项目采购信息;获取项目验收信息,基于项目立项信息、项目采购信息和项目验收信息形成项目结案报告。该方法实现了品牌宣传项目管理过程中项目管理系统、采购系统和EOA系统间的闭环控制,使得品牌宣传项目在执行过程中形成了完整的跟踪和反馈。
Description
本专利申请以2017年12月26日提交的申请号为201711431188.5,名称为“品牌宣传项目管理方法、装置、终端设备及介质”的中国发明专利申请为基础,并要求其优先权。
本申请涉及信息管理技术领域,尤其涉及一种品牌宣传项目管理方法、装置、终端设备及介质。
项目管理一般包括项目启动、项目立项、项目执行和项目验收等阶段,该项目管理包括但不限于品牌宣传项目管理。在品牌宣传项目管理中,项目启动是指制定品牌宣传项目的决策或计划等过程,项目立项是指依据制定的决策或计划进行拟订品牌宣传项目的工作目标或计划等过程,项目执行是指依据拟订的工作目标或计划进行执行品牌宣传项目的过程,项目验收是指对品牌宣传项目的执行情况和效果进行验收的过程。当前品牌宣传项目管理的主要工作都是在线下完成的,而且,品牌宣传项目管理过程中需进行决策、控制、反馈、再决策、再控制和再反馈等过程,线下操作使其缺乏闭环管理控制,使得整个品牌宣传项目管理无法形成完整的跟踪体系,不利于对品牌宣传项目进行综合评价。
发明内容
本申请提供一种品牌宣传项目管理方法,以解决品牌宣传项目管理缺乏闭环管理的问题。
第一方面,本申请提供一种品牌宣传项目管理方法,包括项目管理系统执行的如下步骤:
获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;
若所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;
若所述项目审批信息为审批通过,且所述项目类型为非创意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;
获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告。
第二方面,本申请提供一种品牌宣传项目管理装置,包括:
项目立项信息获取模块,用于获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;
项目审批信息获取模块,用于所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;
项目采购信息接收模块,用于所述项目审批信息为审批通过,且所述项目类型为非创意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;
项目结案报告获取模块,用于获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告。
第三方面,本申请提供一种终端设备,包括存储器、处理器以及存储在所述存储器中并可在所述处理器上运行的计算机可读指令,所述处理器执行所述计算机可读指令时实现如下步骤:
获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;
若所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;
若所述项目审批信息为审批通过,且所述项目类型为非创意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;
获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告。
第四方面,本申请提供一种计算机可读存储介质,所述计算机可读存储介质存储有计算机可读指令,所述计算机可读指令被处理器执行时实现如下步骤:
获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;
若所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;
若所述项目审批信息为审批通过,且所述项目类型为非创意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;
获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息 形成项目结案报告。
本申请提供的品牌宣传项目管理方法、装置、终端设备及介质中,首先基于项目类型判断该项目是创意报审类型还是非创意报审类型,若属于创意报审类型,则基于项目立项信息和项目验收信息形成项目结案报告;若不属于创意报审类型,则基于项目立项信息、项目采购信息和项目验收信息形成项目结案报告。项目从立项到结案的整个执行过程均在线上系统执行,其中项目管理系统、采购系统和EOA系统在执行过程中对相应的执行步骤形成多个闭环,实现了项目管理过程中决策、控制、反馈、再决策、再控制和再反馈的过程,形成了对品牌宣传项目管理方法完整的跟踪和反馈。
为了更清楚地说明本申请的技术方案,下面将对本申请的描述中所需要使用的附图作简单地介绍,显而易见地,下面描述中的附图仅仅是本申请的一些实施例,对于本领域普通技术人员来讲,在不付出创造性劳动性的前提下,还可以根据这些附图获得其他的附图。
图1是实施例1中品牌宣传项目管理方法的一流程图。
图2是图1中步骤S10的一具体示意图。
图3是图1中步骤S30的一具体示意图。
图4是实施例1中品牌宣传项目管理方法的另一流程图。
图5是实施例1中品牌宣传项目管理方法的另一流程图。
图6是实施例1中品牌宣传项目管理方法的另一流程图。
图7是实施例2中品牌宣传项目管理装置的一原理框图。
图8是实施例4中终端设备的一示意图。
下面将结合本申请中的附图,对本申请中的技术方案进行清楚、完整地描述,显然,所描述的实施例是本申请一部分实施例,而不是全部的实施例。基于本申请中的实施例,本领域普通技术人员在没有作出创造性劳动前提下所获得的所有其他实施例,都属于本申请保护的范围。
实施例1
图1示出本实施例中品牌宣传项目管理方法的流程图。该品牌宣传项目管理方法可应用在银行、保险和证券等金融机构或其他机构配置的终端设备中,用于进行品牌宣传项目进行管理,具体可应用在终端设备上的项目管理系统中。该项目管理系统是一种对品牌宣传项目进行项目管理的系统。该终端设备是可与用户进行人机交互的设备,包括但不限于 电脑、智能手机和平板等设备。如图1所示,该品牌宣传项目管理方法包括如下步骤:
S10:获取项目立项信息,项目立项信息包括项目ID、项目类型和项目预算。
具体地,项目立项信息是指项目立项过程中所包含的信息,该项目立项信息包括但不限于本实施例中的项目ID、项目类型和项目预算。其中,项目ID是指用于唯一识别项目的标识,每一项目ID对应唯一的品牌宣传项目。在用户通过项目管理系统填写需要申请立项的品牌宣传项目时,项目管理系统可自动生成一个项目ID,该项目ID可以是随机生成的编号或者按预设规则生成的编号。
项目类型是指按预先设置的分类依据对品牌宣传项目进行分类所确定的类型。项目类型可以依据是否有创意确定为创意报审类型和非创意报审类型这两种类型。或者,该项目类型可以依据其内容划分为大金融资产和大医疗健康等类型,其中,大金融资产又可细分为保险、银行、资产管理、金融服务和房产金融等类型。
项目预算是指在该品牌宣传项目在立项时预先设置的经费值,用于预先估计该整个品牌宣传项目过程中需要的经费总额。一个项目可包含多个费用科目,在项目立项阶段,可根据拟立项的品牌宣传项目的执行计划,确定需要在具体费用科目上的具体费用值,并基于所有费用科目的具体费用值的汇总确定该拟立项的品牌宣传项目的项目预算。
在品牌宣传项目的项目立项阶段,项目管理系统可接收用户输入的项目立项信息,以获取该拟立项的品牌宣传项目的项目ID、项目类型和项目预算等信息,有助于项目管理系统从源头上对品牌宣传项目进行管理,为品牌宣传项目的闭环管理过程提供基础。
S20:若项目预算符合年度预算,则将项目立项信息发送给与项目管理系统相连的EOA系统,并接收EOA系统的项目审批信息。
其中,年度预算是指该年度所有品牌宣传项目预先设置的经费值,用于估算该年度所有品牌宣传项目需要使用的费用。具体地,该年度预算是以预算使用部门为单位,由各预算使用部门对应的部门预算管理员根据部门已确认和编制的年度配置计划中的所有年度项目类型对应的项目预算费用得出的总预算费用。年度配置计划是指各预算部门对广告费用科目、供应商服务费用科目、宣传用品费用科目和其他费用科目这四种类型费用科目作出的配置计划。该年度配置计划会存放在项目管理系统中,作为该年度项目管理的基准。该年度配置计划包括各预算部门的部门名称、年度项目类型、各项目类型对应的项目预算、每个项目包括的具体费用科目、每个费用科目的预算费用和每个费用科目的执行周期。
EOA(electornic office automation)系统是一种办公信息系统,在本实施例中是指一种内部签报系统,用于对公司内部各种需要审批的信息进行审批批复,该EOA系统与 项目管理系统相连。
项目审批信息是指EOA系统在接收到项目管理系统发送的项目立项信息时,项目对应的审批人员对该项目进行项目审批是否通过的信息。可以理解地,该项目审批信息包括审批通过和审批不通过。
具体地,项目管理系统会根据预先设置的年度预算判断该项目预算是否符合年度预算。若项目预算符合年度预算,表明该项目立项信息初步审批通过,项目管理系统会将该项目立项信息发送给与它相连的EOA系统进行项目审批。若该项目预算不符合年度预算,表明该项目立项信息初步审批未通过,项目管理系统不会将该项目立项信息发送给与它相连的EOA系统进行项目审批。
项目立项信息经初步审批通过后,项目管理系统接收项目立项信息提交指令,将该项目立项信息和项目ID发送给与项目管理系统相连的EOA系统,EOA系统会通知对应的审批人员对该项目立项信息进行审批,在所有费用科目审批都通过后,EOA系统将该项目立项信息的审批信息发送给项目管理系统,审批信息具体包括审批通过和审批不通过,若审批通过,则执行步骤S30。
进一步地,项目对应的审批人员对该项目进行项目审批的具体过程为:用户基于项目管理系统中设有的EOA系统的审批链接,选择对应的项目审批人员和审批形式对该项目进行项目审批。该项目对应的审批人员包括至少一个审批人员,审批链接是指设置在项目管理系统中的EOA系统的链接地址,审批形式是指该项目对应的审批人员对该项目审批的一种审批顺序方式。该审批形式具体包括:顺序指示、协同指示、并行指示和传阅,每种审批形式都有其对应的快捷键,具体对应关系为:顺序指示→、协同指示/、并行指示|和传阅§。可以理解地,若项目对应的所有审批人员对该项目的审批信息都为审批通过时,该项目审批通过;若项目对应的审批人员中有一个审批人员对该项目的审批信息为审批不通过时,该项目审批不通过。
进一步地,项目管理系统还设有审批人员关系校验检索功能,该审批人员关系校验检索是指通过预先存储在项目管理系统中的审批人员关系校验表,用于判断用户选择的该项目对应的项目审批人是否正确。
如一项目包括费用科目甲和费用科目乙,用户基于费用科目甲选择的审批人员为领导A、领导B和领导C,审批形式为顺序指示,其中该顺序指示的选择方式可以是输入“顺序指示”也可以选择快捷键→,则费用科目甲的审批流程为领导A→领导B→领导C依次审核。用户基于费用科目乙选择的审批人员为领导E和领导F,审批形式为协同指示,同样 地,用户可以输入“协同指示”,也可以选择快捷键/,则费用科目乙的审批流程为领导E/领导F协同审核。EOA系统在接收到该项目立项信息时,就会按照每个费用科目对应的审批形式通知对应的领导进行审批。若费用科目甲中的领导A、领导B和领导C三个审批人员对费用科目甲的审批信息都为审批通过,则认为该项目审批通过;若领导A、领导B和领导C三个审批人员中的任意一个审批人员对费用科目甲的审批信息为审批不通过。若费用科目乙中的领导E和领导F对费用科目乙的审批信息都为审批通过时,则认为该项目审批通过;若领导E和领导F中有任意一个审批人员对费用科目乙的审批信息为审批不通过时,则认为该项目审批不通过。
项目管理系统将项目立项信息发送给EOA系统进行审核,EOA系统基于项目管理系统中选择的审批方法对接收到的项目立项信息进行审核,同时将项目审核信息发送给项目管理系统,实现了项目立项信息的闭环管理,达到了对该项目立项信息执行过程的追踪。
S30:若项目审批信息为审批通过,且项目类型为非创意报审类型时,则将项目立项信息发送给与项目管理系统相连的采购系统,并接收采购系统发送的项目采购信息。
具体地,项目管理系统预先设置非创意报审类型的项目类型的标识为1,创意报审类型的项目类型的标识为0。在项目管理系统收到EOA系统发送的审批信息,且该审批信息为审批通过时,项目管理系统基于接收到的项目立项信息判断该项目立项信息中的项目类型是否为创意报审类型,即判断该项目类型的标识为0还是为1。若该项目类型为1,则确定该项目类型为非创意报审类型,不属于有创意的项目。此时,项目管理系统会将该项目立项信息发送给与项目管理系统相连的采购系统。
项目采购信息是指采购系统接收到项目管理系统发送的项目立项信息,并基于该项目立项信息,完成采购过程后需要保存的和该项目采购相关的所有信息。该项目采购信息是由采购系统发送给项目管系统的。
进一步地,采购系统会将采购报批信息发送给项目管理系统,项目管理系统中对应的部门预算管理员会对该采购报批信息进行审批,审批该采购报批信息属于部门已确认和编制的年度配置计划时,则批复同意,项目管理系统会基于该批复同意意见将该采购报批信息发送给EOA系统进行审批,审批通过后EOA系统将采购审批信息发送给采购系统,用户在接收到采购审批信息为通过的通知时,则在采购系统发起采购,在采购完成后将项目采购信息发送给项目管理系统,以实现对项目采购信息的闭环控制。
至此,项目管理系统和采购系统形成了一个闭环处理,完成了对非创意报审类型的项目的执行过程和产生的费用的追踪,提高了项目执行过程和效果的监控力度。
S40:获取项目验收信息,基于项目立项信息、项目采购信息和项目验收信息形成项目结案报告。
其中,项目验收信息是指在项目执行完成后对项目的执行结果进行反馈的信息,用于完成对项目的验收。该项目验收信息包括但不限于效果监测信息和付款验收信息。效果监测信息是指该项目在执行过程结束后会有一效果信息反馈,该效果信息反馈则称为效果监测信息。付款验收信息是指在执行该项目时需要给供应商付款的付款凭证。
项目结案报告是指对项目从立项到执行结束的总结陈述。该项目结案报告包括项目立项时的立项信息,项目采购执行时的项目采购信息和项目执行完成后的项目验收信息。基于项目立项信息、项目采购信息和项目验收信息生成的结案报告是对该项目的总结和评价,该结案报告存储在项目管理系统中,用于对该报告进行总结,可作为对后续项目的立项、执行的参考。
可以理解地,项目管理系统、采购系统和EOA系统形成的闭环管理控制,可以对非创意报审类型的品牌宣传项目的采购阶段进行实时且有效的追踪。
S50:若项目审批信息为审批通过,且项目类型为创意报审类型时,则获取项目验收信息,基于项目立项信息和项目验收信息形成项目结案报告。
具体地,项目管理系统基于接收到的项目立项信息判断该项目立项信息中的项目类型的标识为0,即确定该项目类型为创意报审类型。该创意报审类型的项目验收信息包括创意制作的费用科目名称、花费金额、执行开始时间、执行结束时间和创意报告附件,基于项目ID的项目验收信息和项目立项信息形成项目结案报告。
该项目结案报告可准确细致的反映出该创意报审类型项目的执行过程和实际情况,对该项目的整个执行过程和产生的费用起到了追踪效果。该结案报告的内容可作为年度品牌营销效果总结的数据参考和分析,同时提高了品牌营销管理流程的可视度。
在一具体实施方式中,项目立项信息还包括项目经费申请信息。其中,项目经费申请信息是指项目立项过程中形成项目预算经费的具体信息。如图2所示,步骤S10,即获取项目立项信息,具体还包括如下步骤:
S11:获取项目经费申请信息,项目经费申请信息包括当前费用科目和具体费用值。
具体地,项目经费申请信息强调的是立项过程中当前费用科目及具体费用值等具体信息。当前费用科目是指项目立项过程中经费费用的具体分类类别。具体费用值是指该当前费用科目具体在项目立项阶段预计要花费的费用。用户在通过品牌宣传管理系统输入项目经费申请信息时,会根据实际情况将项目预算划分成可能涉及到的多个费用科目,为了便 于信息管理和浏览,将拟立项的品牌宣传项目涉及到的多个费用科目定义为当前费用科目,每个费用科目都有对应的具体费用值,将当前费用科目和具体费用值整理成项目经费信息表。其中,项目经费信息表中所有当前费用科目对应的具体费用值之和需与项目预算相匹配。
具体地,项目管理系统中预先设置标准费用科目表,该标准费用科目表包括至少一个标准费用科目。标准费用科目是指将费用科目进行统一口径管理而设置的费用科目。在品牌宣传项目系统中配置标准费用科目表,并且该标准费用科目表可应用在其他管理系统(包括但不限于采购系统、财务系统和业务系统等),以实现多个管理系统之间口径统一,有利于对品牌宣传项目的各项费用科目进行统一分析。可以理解地,该项目管理系统可以接收用户直接通过该系统输入的项目经费申请信息,此时,其当前费用科目一般为标准费用科目;也可以接收其他机构输入的项目经费申请信息,此时,其当前费用科目可能为标准费用科目,也可能不为标准费用科目。
品牌宣传项目的标准费用科目可以分为广告费用科目、供应商服务费用科目、宣传用品费用科目和其他费用科目等大类费用科目。其他费用科目是指不属于广告费用科目、供应商服务费用科目和宣传用品费用科目中的费用科目。
广告费用科目可以是根据实际需求需要购买的媒体广告费用科目、可以是达成品牌合作的广告费用科目或者可以是购买获客系统需要获取的客户数据的媒体获客广告费用科目。媒体广告费用科目又可细分为网络广告、电视广告、户外广告、平面广告和电台广告等小类费用科目。品牌合作的广告费用科目包括但不限于本实施例中的内容植入、购买授权、赞助和联合营销等小类费用科目。媒体获客广告费用科目包括但不限于本实施例中的注册类、业务销售类或者注册类与业务销售类结合等小类费用科目。
供应商服务费用科目是指需要购买供应商提供的各类服务的项目,具体可以包括创意制作、策略规划、媒体账号运营、明星代言、线下行销和市场信息反馈等小类费用科目。其中,创意制作包括创意项目的设计、实施和执行等;策略规划包括品牌调研和策略、媒体策略、整合传播规划等,媒体账号运营包括微信、微博、其他社会化媒体账号运营等,线下行销活动包括信息发布类活动、客户互动类活动等,市场信息包括品牌调研、舆情监测、广告监测等。
宣传用品费用科目是指购买或制作传播物品的项目,具体可以包括广告宣传品、助陈物等小类费用科目。其中,广告宣传品包括品牌宣传画册、宣传单张等小型宣传品,助陈物包括灯箱、展台、展架等大型宣传品。
S12:若当前费用科目为标准费用科目,则基于当前费用科目和具体费用值确定项目经费信息表。
具体地,项目管理系统获取的项目经费申请信息中的当前费用科目属于步骤S11中提到的大类费用科目和小类费用科目(即为标准费用科目)。在填写项目经费信息表时,应当先判断当前费用科目是否为标准费用科目,若当前费用科目为标准费用科目,则可直接进行填写,不会影响后续的关键绩效指标分析设计与优化操作。项目管理系统会接收该提交项目经费申请信息,则基于当前费用科目和具体费用值即可确定项目经费信息表。
S13:若当前费用科目不为标准费用科目,则采用预设项目费用科目转换表对当前费用科目进行转换处理,获取对应的标准费用科目,基于标准费用科目和具体费用值确定项目经费信息表。
项目管理系统获取的项目经费申请信息中的当前费用科目不为标准费用科目时,需调用预先存储在项目管理系统的项目费用科目转化表,将其转化成标准费用科目。其中,项目费用科目转化表是指用于将非标准费用科目转化为标准费用科目的转化表,该项目费用科目转化表记载着当前费用科目与该标准费用科目的转换关系。再基于标准费用科目和具体费用值确定项目经费信息表。
项目管理系统接收项目经费申请信息中的当前费用科目时,首先判断该当前费用科目是否是标准费用科目,如当前费用科目是宣传海报或者宣传手册,项目管理系统判断该当前费用科目不是标准费用科目,则调用预先存储好的项目费用科目转化表,根据项目转化表中记载的当前费用科目与标准费用科目的转换关系查找其对应的标准费用科目,该当前费用科目对应的标准费用科目为宣传画册或者宣传单张,则基于该标准费用科目对项目管理系统接收到的当前费用科目进行转化,将其修改为宣传画册或者宣传单张,然后基于标准费用科目和具体费用值确定项目经费信息表确定项目经费信息表。
步骤S11-S13,可以使用户填写的所有的当前费用科目统一标准,有利于项目管理系统的标准化管理。
在一具体实施方式中,如图3所示,步骤S30,将项目立项信息发送给与项目管理系统相连的采购系统,并接收采购系统发送的项目采购信息,具体包括如下步骤:
S31:将项目立项信息发送给采购系统,并接收采购系统发送的采购报批信息。
具体地,采购报批信息是指在采购系统中以表格的形式对项目立项信息中进行包含的具体的费用科目填写完成后,需要报送领导审批的采购信息。该采购报批信息包括但不限于本实施例中的采购申请名称、对应的项目计划、采购方式、采购类别、采购说明、采购 经办人和采购状态。其中,采购方式包括但不限于本实施例中的自购和邀请招标。采购类别包括但不限于本实施例中的分散采购和集中采购。采购方式可以与采购类别对应,若采购方式为自购时,则对应的采购类别选择分散采购;若采购方式为邀请招标时,则对应的采购类别选择分散采购和集中采购中的任一个。采购状态包括但不限于本实施例中的采购被退回、未发起、采购中和已完成采购。
该项目采购报批信息还包括该项目的立项签报附件。该立项签报附件是指项目立项信息中审批人对该立项信息进行签核审批后形成的一个文件,该文件即是该立项签报附件。
采购系统将完成的采购报批信息发送给项目管理系统后,项目管系统会通知对应的部门预算管理员对该采购报批信息进行内部审批。该内部审批是指部门预算管理员对采购报批信息是否符合部门已确认和编制的年度配置计划的审批。若符合则批复同意,项目管理系统会基于该批复同意意见将该采购报批信息发送给EOA系统进行审批,若不符合则批复不同意并将该采购报批信息退回给采购系统,采购系统接收到该退回信息时实时更新采购状态,该状态为采购被退回。
如采购系统中的一项目对应的采购申请名称为网络广告采购申请,项目计划为A计划,采购方式为邀请招标,采购类别根据采购方式选择集中采购,采购说明和采购经办人由用户根据采购报批信息具体内容进行编辑填写。在填写完采购报批信息后,上传该项目的立项签报附件,由此完成采购报批信息的编辑。采购系统将完成的采购报批信息发送给项目管理系统,项目管理系统的部门预算管理员对该采购报批信息进行审批,审批通过则执行步骤S32。
项目管理系统将项目立项信息发送给采购系统,并接收采购系统发送的采购报批信息。该过程形成了非创意报审类型的项目立项信息的采购过程的初次闭环管理控制,实现品牌宣传项目的实时有效跟踪。
S32:将采购报批信息发送给EOA系统,EOA系统将采购审批信息发送给采购系统,以使采购系统基于审批通过的采购审批信息完成项目采购。
具体地,采购审批信息是指EOA系统中的审批人员对项目管理系统中的部门预算管理员审批通过的采购报批信息进行审批的审批结果信息。该采购审批信息包括审批通过和审批不通过两种。
项目管理系统将审批通过的采购报批信息发送给EOA系统,EOA系统会通知对应的审批人员对采购报批信息进行审批得到一采购审批信息。EOA系统将采购审批信息发送给采购系统,以使采购系统基于采购审批信息进行分别进行如下处理:若采购审批信息为不同 意,则采购系统会基于收到的采购审批信息更改采购状态,该采购状态显示为采购被退回;若采购审批信息为同意,则采购系统中的采购状态更改为采购中。采购系统基于采购状态执行该项目采购过程,采购过程执行结束时会形成对应的项目采购信息。
S33:接收采购系统发送的项目采购信息,将项目采购信息发送给EOA系统,以使EOA系统基于项目采购信息完成付款验收。
具体地,项目采购信息是指项目采购过程执行结束后需要编辑填写和上传的关于该采购项目的信息。该项目采购信息包括但不限于本实施例中的供应商信息、付款形式、合同名称、合同签报编号、合同金额、合同开始执行日期、合同结束执行日期和合同附件。
项目管理系统接收采购系统发送的项目采购信息,该采购系统发送的项目采购信息包括项目ID、供应商信息和采购审批信息。基于获取到的供应商信息和采购审批信息完成付款形式、合同名称、合同签报编号、合同金额、合同开始执行日期和合同结束执行日期等信息的收集,并接收对应的合同附件。将该项目采购信息发送给EOA系统,EOA系统中的审批人员会对项目采购信息进行审批,并基于该项目采购信息完成付款验收。EOA系统完成付款验收后,会将付款验收的相关信息保存在项目管理系统。可以理解地,项目采购信息和付款验收过程中形成的所有信息都以电子档的形式存储在项目管理系统中,以便日后调阅相关资料更方便省时,避免资料缺失。
在一具体实施方式中,在品牌宣传项目管理过程中,需对品牌宣传项目完成情况的好坏进行评价,以确定该品牌宣传项目是否完成预期目标。因此,在品牌宣传项目的项目立项阶段,需设置用于评价品牌宣传项目完成情况好坏的目标KPI值,即项目立项信息还包括目标KPI值。目标KPI值是指品牌宣传项目立项阶段确定其所要达到的KPI值,是用于评估品牌宣传项目完成情况好坏的期望值。其中,KPI(Key Performance Indicator)是指关键绩效指标,是评价项目完成效果好坏的评价指标。
在一具体实施方式中,如图4所示,该品牌宣传项目管理方法还包括如下步骤:
S41:获取项目验收请求,项目验收请求包括项目ID、项目渠道和至少两个当前项目指标。
具体地,项目验收请求是指项目管理系统接收到的用于进行项目验收的指令,该项目验收请求包括项目ID、项目渠道和至少两个当前项目指标。项目渠道是指品牌宣传项目进行传播的方式。其中,项目渠道可以包括户外广告(如户外大牌、刷墙广告、LED广告、社区灯箱、地铁、公交车、楼宇、机场、高铁和电影院等)、网络广告(如视频广告、搜索广告、品牌图文广告和信息流广告等)、平面广告(如报纸广告和杂志广告等)和电视 广告(如电视广告片和植入广告等)等项目渠道。当前项目指标是指用于衡量当前项目中项目ID对应的品牌宣传项目好坏的项目指标。项目指标具体可以包括传播广度(人流量、曝光量、点击量、发行量和覆盖人次)、传播深度(地理位置、广告位置和广告时长等)、成本和效果评估等具体维度。具体地,项目指标应与项目渠道相关联,例如,当项目渠道为户外广告时,其传播广度维度上的具体指标可以是人流量和展示时长等。当项目渠道为网络广告时,其传播广度维度上的具体指标可以是曝光量和投放频次等,而不是项目渠道为户外广告的人流量和展示时长等指标。可以理解地,每个项目指标都应根据具体的项目渠道而定,并不一定能通用在其他的项目渠道上。
项目管理系统获取的项目验收请求中包含项目渠道和至少两个当前项目指标,获取项目验收请求可提高项目管理系统基于项目渠道获取对应的KPI评估模型的效率,减少项目管理系统的工作量。
S42:基于项目渠道,获取对应的KPI评估模型。
其中,KPI评估模型是指用于根据具体指标获取与具体指标相关的计算KPI值的评估模型。本实施例中,终端设备可根据该项目渠道获取与该项目渠道相对应的KPI评估模型,具体过程为查找并调用存储在与终端设备相连的数据库中的KPI评估模型。不同的项目渠道对应的KPI评估模型是不同的,例如当项目渠道为户外广告时,则获取的KPI评估模型为用于计算该项目渠道为户外广告的KPI值;当项目渠道为网络广告时,则获取的KPI评估模型为用于计算该项目渠道为网络广告的KPI值。通过某一具体的项目渠道获取对应的KPI评估模型,能够提供该项目渠道上计算KPI值准确性和可参考性,为后续的KPI值计算,提供了可靠、准确的KPI评估模型。
S43:基于KPI评估模型和至少两个当前项目指标,获取当前KPI值。
具体地,根据获取到的与项目渠道相对应的KPI评估模型,在KPI评估模型中输入至少两个当前项目指标,采用该KPI评估模型对输入的至少两个当前项目指标进行处理,获取当前KPI值。该当前KPI值是通过KPI评估模型对当前项目指标进行处理获取的一个结果值,该当前KPI值会与项目ID对应。该当前KPI值可以真实并准确的反映该项目当前的KPI情况。
S44:基于同一项目ID对应的当前KPI值和目标KPI值,获取项目验收信息。
具体地,目标KPI值是预先设计的品牌宣传项目“合格线”,即该目标KPI值是用来检验当前KPI值是否达到期望值的判断阈值,用于评估该品牌宣传项目的完成情况是否符合期望。目标KPI值可以是品牌宣传项目立项阶段,根据项目立项信息数据库中查找目标 KPI计算表确定的KPI值,该目标KPI值与项目ID相关联,以便于根据项目ID获取目标KPI值。其中,目标KPI计算表是指在立项过程中用于计算目标KPI值的表格。
可以理解地,在基于同一项目ID获取到对应的目标KPI值和当前KPI值后,需对两者进行大小比较,以获取相应的项目验收信息。若当前KPI值小于目标KPI值,则该品牌宣传项目不能达到项目立项时设置的期望值,其项目验收信息为不达标信息。若当前KPI值大于目标KPI值,则该品牌宣传项目能够达到立项时预先设置的目标KPI值,认为该品牌项目宣传的完成情况是符合期望的,其项目验收信息为达标信息。
进一步地,如图5所示,在步骤S41,即获取项目验收请求之前,该品牌宣传项目管理方法还包括如下步骤:
S401:判断与项目ID相对应的品牌宣传项目的项目渠道是否为网络广告。
如上所示,每一与项目ID相对应的品牌宣传项目的项目渠道可以包括户外广告(如户外大牌、刷墙广告、LED广告、社区灯箱、地铁、公交车、楼宇、机场、高铁和电影院等)、网络广告(如视频广告、搜索广告、品牌图文广告和信息流广告等)、平面广告(如报纸广告和杂志广告等)和电视广告(如电视广告片和植入广告等)等中的一种。步骤S401,需确定项目ID对应的品牌宣传项目所属的项目渠道是网络广告,还是非网络广告(包括户外广告、平面广告和电视广告)。
S402:若项目渠道为网络广告,则从DMP系统获取与网络广告相对应的至少两个当前项目指标。
具体地,不同项目渠道获取效果监测信息的方式不同,项目渠道为网络广告时,广告效果监测信息可通过DMP(Data-Management Platform,即数据管理平台)进行反馈。其中,DMP系统是一个对网络广告的效果信息进行监测的平台。
项目渠道为网络广告时,与项目管理系统相连的DMP系统会获取网络广告对应的至少两个当前项目指标值。通过DMP系统获取项目渠道为网络广告的至少两个当前项目指标值,具有快捷、准确、实时性强等优点。
S403:若项目渠道不为网络广告,则获取用户输入的与项目渠道相对应的至少两个当前项目指标。
若项目渠道不为网络广告,即为户外广告、平面广告和电视广告时,广告效果监测信息不能通过DMP进行反馈,则需要用户进行手工填写并上传相关指标数据进行效果监测信息的反馈。
具体地,用户需要手工填写的效果监测信息包括计划名称、费用科目名称和排期表整 体指标数据录入。其中,排期表是指项目中具体包含的费用科目的时间安排表,排期表整体指标数据是指对排期表中各费用科目对应的指标数据进行整理的数据总和。该排期表整体指标数据录入包括指标名称、预估值和实际值。同时用户需要上传广告位指标数据,该广告位指标的实际值是指已确认采购结果的排期表/采购单的数据内容,排期表/采购单用于对实际值进行资料补充,使得该实际值可以很明确地参考排期表/采购单提供的各指标进行对应填写。预估值为排期表/采购单上的各指标数据对应的预估值的总和,实际值为排期表/采购单上的各指标数据对应的实际值的总和。
如一平面广告,该平面广告涉及到的当前项目指标包含传播广度、传播深度、投入成本和效果评估。传播广度具体包括发行量和投放频次;传播深度具体包括广告位置、面积、内容类型和发行规模;效果评估具体包括观众集中度、CPM、广告对人群的影响。该当前项目指标具体获取方式为供应商提供,用户基于获取到的当前项目指标的数据填写效果监测信息。填写完所有监测信息后对所有数据进行保存,则该监测信息会存储在项目管理系统中。
实现了对当前项目指标的记录,使得对项目的执行情况有了具体的追踪。
在一具体实施方式中,该品牌宣传项目管理方法还可以实现在品牌宣传项目进行项目管理时,对基于品牌宣传项目形成的各种报告进行可视化显示。如图6所示,该品牌宣传项目管理方法还包括如下步骤:
S61:获取报告制作请求,报告制作请求包括报告ID和数据来源。
具体地,报告制作请求是指用于触发制作项目管理系统中制作报告的指令。报告ID用于唯一识别用户填写的项目结案报告,该报告ID是用户选择的可视化报告模板对应的标识。数据来源是指获取报告内容数据的来源,包括各预算部门单位对应的每个项目结案报告中各费用科目对应的当前项目指标的数据来源。项目管理系统可接收用户点击“报告制作”按钮而输入报告制作请求,项目管理系统会基于该报告制作请求进入相应制作界面。可以理解地,该报告制作请求可以是制作项目结案报告的报告制作请求,也可以是制作机构或集团某一考核期限的项目管理汇总报告的报告制作请求,其中,该考核期限可以月度、季度或年度等。
S62:基于报告ID,获取与报告ID相对应的报告可视化模板,报告可视化模板包括模板框架和至少一个可视化模块,可视化模块包括图表转换工具。
具体地,后台会预先存储有与各类型报告相对应的可视化报告模板,该可视化报告模板包括模板框架和至少一个可视化模块。其中,模板框架是指可视化报告模板中需要填充 报告数据的区域。可视化模块是指在可视化报告模板中显示可视化图像的区域。图表转换工具是指用于将报告数据可视化的工具。数据指标可以是指当前项目指标,例如:网络广告涉及到的项目指标。本实施例中,通过报告ID查询数据库,获取与报告ID对应的可视化报告模板,以使用户可直接调用预先存储的可视化报告模板,利用该可视化报告模板制作报告,有利于提高报告的制作效率。
S63:基于数据来源,获取待处理数据,待处理数据包括至少一个数据指标。
该数据来源是获取当前项目指标的数据的途径,该数据来源包括DMP数据来源和项目管理系统数据来源。DMP数据由DMP系统提供,项目管理系统数据由用户预先存储在项目管理系统中数据提供。基于当前项目指标的数据来源获取对应的指标值,该指标值为待处理数据,一个项目可仅包含一个费用科目,也可包含多个费用科目,一个费用科目包含至少四个部分的项目指标,因此,待处理数据包括至少一个数据指标。若当前项目指标对应的费用科目的费用科目执行渠道为网络广告时,则数据来源为DMP提供,若当前项目指标对应的费用科目的费用科目执行渠道为非网络广告时,则数据来源为用户提供。
S64:采用图表转换工具对待处理数据中的数据指标进行转换,获取可视化图像。
其中,可视化图像是指对与可视化报告模板中的数据指标对应的报告数据进行可视化处理所得到的图像。本实施例中,图表转换工具可以采用但不限于Echarts工具。ECharts(Enterprise Charts,商业级数据图表),一个纯Javascript的图表库,可以流畅的运行在PC和移动设备上,兼容当前绝大部分浏览器(IE6/7/8/9/10/11,chrome,firefox,Safari等),底层依赖轻量级的Canvas类库ZRender,能够给用户提供直观,生动,可高度个性化定制的数据可视化图表。采用Echarts工具可有效提高数据的可视化程度。
如待处理数据中的数据指标为某半年内(即六个月)网络广告涉及到的点击量,该点击量对应的报告数据为一个月统计一次,即对应六个数值。基于该网络广告的报告ID获取对应的报告可视化模板,该报告可视化模板包括模板框架和三个可视化模块。其中模板框架填充的报告数据即为点击量对应的六个月的报告数据,三个可视化模块为折线图可视化模块、柱状图可视化模块和饼状图可视化模块。三个可视化模块的横坐标为月份,纵坐标为每个月对应的点击量的数值。折线图可视化模块会以折线形式将每个月份对应的点击量的数值展示出来,可以很清楚地反映该网络广告六个月的点击量的变化趋势。柱状图可视化模块会以柱状图形式将每个月对应的点击量的数值展示出来,可以很直观地反映出六个月中每个月对应的点击量具体的数值。饼状图可视化模块会以百分比形式将每个月对应的点击量的数值展示出来,可以很准确地反映出六个月中每个月对应的点击量所占的百分 比。
采用图表转换工具对半年内该网络广告的点击量的数值进行转换,可以很直观地展示出每个月的点击量的情况和半年内该点击量的变化趋势,提高了数据的可视化程度,便于对数据进行分析和计算。
S65:基于模板框架和可视化图像,获取可视化报告。
具体地,将步骤S64获取到的可视化图像填充到可视化报告模板的可视化模块中,将步骤S63获取到的与当前项目指标对应的目标报告数据相应的填充到模板框架中,以获取可视化报告。可以理解地,该可视化报告可将每一数据指标对应的可视化图像填充到相应的可视化模块中预留的区域上,使自动可视化报告的制作过程自动化程度高,有利于提高报告的制作效率。
该可视化报告的获取可以将品牌宣传项目管理流程中生成的报告数据一可视化图像展示出来,有利于对该报告数据进行可视化展示,帮助用户对需要获取的数据进行直观的认识和对比。
本实施例所提供的品牌宣传项目管理方法,首先基于项目类型判断该项目是创意报审类型还是非创意报审类型,若属于创意报审类型,则基于项目立项信息和项目验收信息形成项目结案报告;若不属于创意报审类型,则基于项目立项信息、项目采购信息和项目验收信息形成项目结案报告。项目从立项到结案的整个执行过程均在线上系统执行,其中项目管理系统、采购系统和EOA系统在执行过程中会对相应的执行步骤形成多个闭环,实现了项目管理过程中决策、控制、反馈、再决策、再控制和再反馈的过程,形成了对品牌宣传项目管理方法完整的跟踪和反馈。
应理解,上述实施例中各步骤的序号的大小并不意味着执行顺序的先后,各过程的执行顺序应以其功能和内在逻辑确定,而不应对本申请的实施过程构成任何限定。
实施例2
图7示出与实施例1中品牌宣传项目管理方法一一对应的品牌宣传项目管理装置的原理框图。如图7所示,该品牌宣传项目管理装置包括项目立项信息获取模块10、项目审批信息获取模块20、项目采购信息接收模块30、第一项目结案报告获取模块40和第二项目结案报告获取模块50。其中,项目立项信息获取模块10、项目审批信息获取模块20、项目采购信息接收模块30、第一项目结案报告获取模块40和第二项目结案报告获取模块50的实现功能与实施例1中品牌宣传项目管理方法对应的步骤一一对应,为避免赘述,本实施例不一一详述。
项目立项信息获取模块10,用于获取项目立项信息,项目立项信息包括项目ID、项目类型和项目预算。
项目审批信息获取模块20,用于项目预算符合年度预算,则将项目立项信息发送给与项目管理系统相连的EOA系统,并接收EOA系统发送的项目审批信息。
项目采购信息接收模块30,用于项目审批信息为审批通过,且项目类型为非创意报审类型时,则将项目立项信息发送给与项目管理系统相连的采购系统,并接收采购系统发送的项目采购信息。
第一项目结案报告获取模块40,用于获取项目验收信息,基于项目立项信息、项目采购信息和项目验收信息形成项目结案报告。
第二项目结案报告获取模块50,用于在项目审批信息为审批通过,且项目类型为创意报审类型时,获取项目验收信息,基于项目立项信息和项目验收信息形成项目结案报告。
优选地,项目立项信息获取模块10包括项目经费申请信息获取单元11、第一项目经费信息表获取单元12和第二项目经费信息表获取单元13。
项目经费申请信息获取单元11,用于获取项目经费申请信息,项目经费申请信息包括当前费用科目和具体费用值。
第一项目经费信息表获取单元12,用于当前费用科目为标准费用科目时,则基于当前费用科目和具体费用值确定项目经费信息表。
第二项目经费信息表获取单元13,用于当前费用科目不为标准费用科目时,则采用预设项目费用科目转换表对当前费用科目进行转换处理,获取对应的标准费用科目,基于标准费用科目和具体费用值确定项目经费信息表。
优选地,项目采购信息接收模块30包括采购报批信息获取单元31、项目采购单元32和付款验收单元33。
采购报批信息获取单元31,用于将项目立项信息发送给采购系统,并接收采购系统发送的采购报批信息。
项目采购单元32,用于将采购报批信息发送给EOA系统,EOA系统将采购审批信息发送给采购系统,以使采购系统基于审批通过的采购审批信息完成项目采购。
付款验收单元33,用于接收采购系统发送的项目采购信息,将项目采购信息发送给EOA系统,以使EOA系统基于项目采购信息完成付款验收。
优选地,品牌宣传项目管理装置还包括项目验收请求获取模块41、KPI评估模型获取模块42、当前KPI值获取模块43和项目验收信息获取模块44。
项目验收请求获取模块41,用于获取项目验收请求,项目验收请求包括项目ID、项目渠道和至少两个当前项目指标。
KPI评估模型获取模块42,用于基于项目渠道,获取对应的KPI评估模型。
当前KPI值获取模块43,用于基于KPI评估模型和至少两个当前项目指标,获取当前KPI值。
项目验收信息获取模块44,用于基于同一项目ID对应的当前KPI值和目标KPI值,获取项目验收信息。
优选地,品牌宣传项目管理装置还包括网络广告判断单模块401、第一当前项目指标获取模块402和第二当前项目指标获取模块403。
网络广告判断单模块401,用于判断与项目ID相对应的品牌宣传项目的项目渠道是否为网络广告。
第一当前项目指标获取模块402,用于若项目渠道为网络广告时,则从DMP系统获取与网络广告相对应的至少两个当前项目指标。
第二当前项目指标获取模块403,用于若项目渠道不为网络广告时,则获取用户输入的与项目渠道相对应的至少两个当前项目指标。
优选地,品牌宣传项目管理装置还包括报告制作请求获取模块61、报告可视化模板获取模块62、数据指标获取模块63、可视化图像获取模块64和可视化报告获取模块65。
报告制作请求获取模块61,用于获取报告制作请求,报告制作请求包括报告ID和数据来源。
报告可视化模板获取模块62,用于基于报告ID,获取与报告ID相对应的报告可视化模板,报告可视化模板包括模板框架和至少一个可视化模块,可视化模块包括图表转换工具。
数据指标获取模块63,用于基于数据来源,获取待处理数据,待处理数据包括至少一个数据指标。
可视化图像获取模块64,用于采用图表转换工具对待处理数据中的数据指标进行转换,获取可视化图像。
可视化报告获取模块65,用于基于模板框架和可视化图像,获取可视化报告。
实施例3
本实施例提供一计算机可读存储介质,该计算机可读存储介质上存储有计算机可读指令,该计算机可读指令被处理器执行时实现实施例1中品牌宣传项目管理方法,为避免重 复,这里不再赘述。或者,该计算机可读指令被处理器执行时实现实施例2中品牌宣传项目管理装置中各模块/单元的功能,为避免重复,这里不再赘述。
实施例4
图8是本申请一实施例提供的终端设备的示意图。如图8所示,该实施例的终端设备80包括:处理器81、存储器82以及存储在存储器82中并可在处理器81上运行的计算机可读指令83,例如品牌宣传项目管理程序。处理器81执行计算机可读指令83时实现上述各个品牌宣传项目管理方法实施例中的步骤,例如图1所示的步骤S10至S50。或者,处理器81执行计算机可读指令83时实现上述各装置实施例中各模块/单元的功能,例如图7所示项目立项信息获取模块10、项目审批信息获取模块20、项目采购信息接收模块30、第一项目结案报告获取模块40和第二项目结案报告获取模块50的功能。
示例性的,计算机可读指令83可以被分割成一个或多个模块/单元,一个或者多个模块/单元被存储在存储器82中,并由处理器81执行,以完成本申请。一个或多个模块/单元可以是能够完成特定功能的一系列计算机可读指令83的指令段,该指令段用于描述计算机可读指令83在终端设备80中的执行过程。例如,计算机可读指令83可以被分割项目立项信息获取模块10、项目审批信息获取模块20、项目采购信息接收模块30、第一项目结案报告获取模块40和第二项目结案报告获取模块50。
终端设备80可以是桌上型计算机、笔记本、掌上电脑及云端服务器等计算设备。终端设备可包括,但不仅限于,处理器81、存储器82。本领域技术人员可以理解,图8仅仅是终端设备80的示例,并不构成对终端设备80的限定,可以包括比图示更多或更少的部件,或者组合某些部件,或者不同的部件,例如终端设备还可以包括输入输出设备、网络接入设备、总线等。
所称处理器81可以是中央处理单元(Central Processing Unit,CPU),还可以是其他通用处理器、数字信号处理器(Digital Signal Processor,DSP)、专用集成电路(Application Specific Integrated Circuit,ASIC)、现场可编程门阵列(Field-Programmable Gate Array,FPGA)或者其他可编程逻辑器件、分立门或者晶体管逻辑器件、分立硬件组件等。通用处理器可以是微处理器或者该处理器也可以是任何常规的处理器等。
存储器82可以是终端设备80的内部存储单元,例如终端设备80的硬盘或内存。存储器82也可以是终端设备80的外部存储设备,例如终端设备80上配备的插接式硬盘,智能存储卡(Smart Media Card,SMC),安全数字(Secure Digital,SD)卡,闪存卡 (Flash Card)等。进一步地,存储器82还可以既包括终端设备80的内部存储单元也包括外部存储设备。存储器82用于存储计算机可读指令以及终端设备所需的其他程序和数据。存储器82还可以用于暂时地存储已经输出或者将要输出的数据。
所属领域的技术人员可以清楚地了解到,为了描述的方便和简洁,仅以上述各功能单元、模块的划分进行举例说明,实际应用中,可以根据需要而将上述功能分配由不同的功能单元、模块完成,即将所述装置的内部结构划分成不同的功能单元或模块,以完成以上描述的全部或者部分功能。
另外,在本申请各个实施例中的各功能单元可以集成在一个处理单元中,也可以是各个单元单独物理存在,也可以两个或两个以上单元集成在一个单元中。上述集成的单元既可以采用硬件的形式实现,也可以采用软件功能单元的形式实现。
所述集成的模块/单元如果以软件功能单元的形式实现并作为独立的产品销售或使用时,可以存储在一个计算机可读取存储介质中。基于这样的理解,本申请实现上述实施例方法中的全部或部分流程,也可以通过计算机可读指令来指令相关的硬件来完成,所述的计算机可读指令可存储于一计算机可读存储介质中,该计算机可读指令在被处理器执行时,可实现上述各个方法实施例的步骤。其中,所述计算机可读指令包括计算机可读指令代码,所述计算机可读指令代码可以为源代码形式、对象代码形式、可执行文件或某些中间形式等。所述计算机可读介质可以包括:能够携带所述计算机可读指令代码的任何实体或装置、记录介质、U盘、移动硬盘、磁碟、光盘、计算机存储器、只读存储器(ROM,Read-Only Memory)、随机存取存储器(RAM,Random Access Memory)、电载波信号、电信信号以及软件分发介质等。需要说明的是,所述计算机可读介质包含的内容可以根据司法管辖区内立法和专利实践的要求进行适当的增减,例如在某些司法管辖区,根据立法和专利实践,计算机可读介质不包括是电载波信号和电信信号。
以上所述实施例仅用以说明本申请的技术方案,而非对其限制;尽管参照前述实施例对本申请进行了详细的说明,本领域的普通技术人员应当理解:其依然可以对前述各实施例所记载的技术方案进行修改,或者对其中部分技术特征进行等同替换;而这些修改或者替换,并不使相应技术方案的本质脱离本申请各实施例技术方案的精神和范围,均应包含在本申请的保护范围之内。
Claims (20)
- 一种品牌宣传项目管理方法,其特征在于,包括项目管理系统执行的如下步骤:获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;若所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;若所述项目审批信息为审批通过,且所述项目类型为非创意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告。
- 如权利要求1所述的品牌宣传项目管理方法,其特征在于,若所述项目审批信息为审批通过,且所述项目类型为创意报审类型时,则获取项目验收信息,基于所述项目立项信息和所述项目验收信息形成项目结案报告。
- 如权利要求1所述的品牌宣传项目管理方法,其特征在于,所述将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息,包括:将所述项目立项信息发送给所述采购系统,并接收所述采购系统发送的采购报批信息;将所述采购报批信息发送给所述EOA系统,所述EOA系统将所述采购审批信息发送给所述采购系统,以使所述采购系统基于审批通过的采购审批信息完成项目采购;接收所述采购系统发送的项目采购信息,将所述项目采购信息发送给EOA系统,以使EOA系统基于所述项目采购信息完成付款验收。
- 如权利要求1所述的品牌宣传项目管理方法,其特征在于,所述项目立项信息还包括项目经费信息表;所述获取项目立项信息,还包括:获取项目经费申请信息,所述项目经费申请信息包括当前费用科目和具体费用值;若所述当前费用科目为所述标准费用科目,则基于所述当前费用科目和所述具体费用值确定所述项目经费信息表;若所述当前费用科目不为所述标准费用科目,则采用预设项目费用科目转换表对所述当前费用科目进行转换处理,获取对应的所述标准费用科目,基于所述标准费用科目和所 述具体费用值确定所述项目经费信息表。
- 如权利要求1所述的品牌宣传项目管理方法,其特征在于,所述项目立项信息还包括目标KPI值;所述品牌宣传项目管理方法还包括:获取项目验收请求,所述项目验收请求包括项目ID、项目渠道和至少两个当前项目指标;基于所述项目渠道,获取对应的KPI评估模型;基于所述KPI评估模型和至少两个所述当前项目指标,获取当前KPI值;基于同一所述项目ID对应的所述当前KPI值和所述目标KPI值,获取项目验收信息。
- 如权利要求5所述的品牌宣传项目管理方法,其特征在于,在所述获取项目验收请求步骤之前,所述品牌宣传项目管理方法还包括:若所述项目渠道为网络广告,则从DMP系统获取与网络广告相对应的至少两个所述当前项目指标;若所述项目渠道不为网络广告,则获取用户输入的与所述项目渠道相对应的至少两个所述当前项目指标。
- 如权利要求1所述的品牌宣传项目管理方法,其特征在于,在所述基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告的步骤之后,所述品牌宣传项目管理方法,还包括:获取报告制作请求,所述报告制作请求包括报告ID和数据来源;基于所述报告ID,获取与所述报告ID相对应的报告可视化模板,所述报告可视化模板包括模板框架和至少一个可视化模块,所述可视化模块包括图表转换工具;基于所述数据来源,获取待处理数据,所述待处理数据包括至少一个数据指标;采用所述图表转换工具对所述待处理数据中的数据指标进行转换,获取可视化图像;基于所述模板框架和所述可视化图像,获取可视化报告。
- 一种品牌宣传项目管理装置,其特征在于,包括:项目立项信息获取模块,用于获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;项目审批信息获取模块,用于所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;项目采购信息接收模块,用于所述项目审批信息为审批通过,且所述项目类型为非创 意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;第一项目结案报告获取模块,用于获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告。
- 一种终端设备,包括存储器、处理器以及存储在所述存储器中并可在所述处理器上运行的计算机可读指令,其特征在于,所述处理器执行所述计算机可读指令时实现如下步骤:获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;若所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;若所述项目审批信息为审批通过,且所述项目类型为非创意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告。
- 如权利要求9所述的终端设备,其特征在于,若所述项目审批信息为审批通过,且所述项目类型为创意报审类型时,则获取项目验收信息,基于所述项目立项信息和所述项目验收信息形成项目结案报告。
- 如权利要求9所述的终端设备,其特征在于,所述将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息,包括:将所述项目立项信息发送给所述采购系统,并接收所述采购系统发送的采购报批信息;将所述采购报批信息发送给所述EOA系统,所述EOA系统将所述采购审批信息发送给所述采购系统,以使所述采购系统基于审批通过的采购审批信息完成项目采购;接收所述采购系统发送的项目采购信息,将所述项目采购信息发送给EOA系统,以使EOA系统基于所述项目采购信息完成付款验收。
- 如权利要求9所述的终端设备,其特征在于,所述项目立项信息还包括项目经费信息表;所述获取项目立项信息,还包括:获取项目经费申请信息,所述项目经费申请信息包括当前费用科目和具体费用值;若所述当前费用科目为所述标准费用科目,则基于所述当前费用科目和所述具体费用 值确定所述项目经费信息表;若所述当前费用科目不为所述标准费用科目,则采用预设项目费用科目转换表对所述当前费用科目进行转换处理,获取对应的所述标准费用科目,基于所述标准费用科目和所述具体费用值确定所述项目经费信息表。
- 如权利要求9所述的终端设备,其特征在于,所述项目立项信息还包括目标KPI值;所述处理器执行所述计算机可读指令时还包括如下步骤:获取项目验收请求,所述项目验收请求包括项目ID、项目渠道和至少两个当前项目指标;基于所述项目渠道,获取对应的KPI评估模型;基于所述KPI评估模型和至少两个所述当前项目指标,获取当前KPI值;基于同一所述项目ID对应的所述当前KPI值和所述目标KPI值,获取项目验收信息。
- 如权利要求9所述的终端设备,其特征在于,在所述基于所述项目立项信息、所述项目采购信息和所述项目验收信息形成项目结案报告的步骤之后,所述处理器执行所述计算机可读指令时还包括如下步骤:获取报告制作请求,所述报告制作请求包括报告ID和数据来源;基于所述报告ID,获取与所述报告ID相对应的报告可视化模板,所述报告可视化模板包括模板框架和至少一个可视化模块,所述可视化模块包括图表转换工具;基于所述数据来源,获取待处理数据,所述待处理数据包括至少一个数据指标;采用所述图表转换工具对所述待处理数据中的数据指标进行转换,获取可视化图像;基于所述模板框架和所述可视化图像,获取可视化报告。
- 一种计算机可读存储介质,所述计算机可读存储介质存储有计算机可读指令,其特征在于,所述计算机可读指令被处理器执行时实现如下步骤:获取项目立项信息,所述项目立项信息包括项目ID、项目类型和项目预算;若所述项目预算符合年度预算,则将所述项目立项信息发送给与所述项目管理系统相连的EOA系统,并接收所述EOA系统发送的项目审批信息;若所述项目审批信息为审批通过,且所述项目类型为非创意报审类型时,则将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息;获取项目验收信息,基于所述项目立项信息、所述项目采购信息和所述项目验收信息 形成项目结案报告。
- 如权利要求15所述的计算机可读存储介质,其特征在于,若所述项目审批信息为审批通过,且所述项目类型为创意报审类型时,则获取项目验收信息,基于所述项目立项信息和所述项目验收信息形成项目结案报告。
- 如权利要求15所述的计算机可读存储介质,其特征在于,所述将所述项目立项信息发送给与所述项目管理系统相连的采购系统,并接收所述采购系统发送的项目采购信息,包括:将所述项目立项信息发送给所述采购系统,并接收所述采购系统发送的采购报批信息;将所述采购报批信息发送给所述EOA系统,所述EOA系统将所述采购审批信息发送给所述采购系统,以使所述采购系统基于审批通过的采购审批信息完成项目采购;接收所述采购系统发送的项目采购信息,将所述项目采购信息发送给EOA系统,以使EOA系统基于所述项目采购信息完成付款验收。
- 如权利要求15所述的计算机可读存储介质,其特征在于,所述项目立项信息还包括项目经费信息表;所述获取项目立项信息,还包括:获取项目经费申请信息,所述项目经费申请信息包括当前费用科目和具体费用值;若所述当前费用科目为所述标准费用科目,则基于所述当前费用科目和所述具体费用值确定所述项目经费信息表;若所述当前费用科目不为所述标准费用科目,则采用预设项目费用科目转换表对所述当前费用科目进行转换处理,获取对应的所述标准费用科目,基于所述标准费用科目和所述具体费用值确定所述项目经费信息表。
- 如权利要求15所述的计算机可读存储介质,其特征在于,所述项目立项信息还包括目标KPI值;所述计算机可读指令被处理器执行时还包括如下步骤:获取项目验收请求,所述项目验收请求包括项目ID、项目渠道和至少两个当前项目指标;基于所述项目渠道,获取对应的KPI评估模型;基于所述KPI评估模型和至少两个所述当前项目指标,获取当前KPI值;基于同一所述项目ID对应的所述当前KPI值和所述目标KPI值,获取项目验收信息。
- 如权利要求15所述的计算机可读存储介质,其特征在于,在所述基于所述项目立 项信息、所述项目采购信息和所述项目验收信息形成项目结案报告的步骤之后,所述计算机可读指令被所述处理器执行时还包括如下步骤:获取报告制作请求,所述报告制作请求包括报告ID和数据来源;基于所述报告ID,获取与所述报告ID相对应的报告可视化模板,所述报告可视化模板包括模板框架和至少一个可视化模块,所述可视化模块包括图表转换工具;基于所述数据来源,获取待处理数据,所述待处理数据包括至少一个数据指标;采用所述图表转换工具对所述待处理数据中的数据指标进行转换,获取可视化图像;基于所述模板框架和所述可视化图像,获取可视化报告。
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