Bid invitation project management method and device, electronic equipment and storage medium
Through the management of data information of the entire life cycle of the bidding project, risk warning management and node collaborative management, the problems of cumbersome processes and low communication efficiency in traditional bidding project management are solved, and the integration and operational efficiency of the bidding project process is improved, bringing economic growth.
Patent Information
- Application Number
- CN202411813881.9
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Priority Date
- 2024-09-03
- Filing Date
- 2024-12-11
- Publication Date
- 2025-03-18
AI Technical Summary
In traditional bidding project management, there are problems such as many procurement nodes, long links, low communication efficiency, cumbersome processes, and lack of a full-process work system, resulting in low procurement efficiency, long cycles, high costs and poor cooperation between enterprises and departments.
By establishing data information management for the entire life cycle of the bidding project, real-time collection and summary of data at each stage, and fixed management processes, real-time data and traceability of historical data are achieved. At the same time, implement bidding risk warning management and node collaborative management to improve collaborative management capabilities and information flow efficiency.
It improves the integration and operational efficiency of the bidding project process, shortens communication costs, reduces paper processes and waste, improves the bidding experience of the service objects, and brings economic growth to the enterprise.
Smart Images

Figure CN119648155A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of bidding project management, and in particular to a bidding project management method, device, electronic equipment and storage medium. Background Art
[0002] In the implementation of traditional bidding projects, sales personnel need to first submit the commissioned projects of successful customers to the department for registration in a unified form, and then the department manager will contact the project manager to form a team to implement the bidding process. There are many procurement nodes, long links, wide fields, long time spans, too many nodes, many contacts, and many scattered tasks such as registration, approval, and analysis. The links are cumbersome, there is a lack of an effective full-process work system, and communication efficiency is low, which can easily lead to problems such as low procurement efficiency, long cycles, high costs, and poor cooperation between relevant corporate departments.
[0003] In addition, personnel at each node of the project perform process operations and make decisions based on the time nodes and demand information from the adjacent upstream and downstream. When the upstream task release volume fluctuates with a certain variance, due to the inherent property that the bidding process time must be planned according to laws and regulations, the uncertainty of the bidding process is amplified from top to bottom along the bidding time series. Downstream task accumulation and time overlap often face a larger fluctuation variance than the upstream task release volume, that is, the bullwhip effect in the bidding chain. Therefore, due to the untimely and unrelated information and the inconsistency of the interest relationship between various projects, it is easy to cause the implementation nodes in the bidding process to be postponed, disordered, improper decision-making, and serious quality problems.
[0004] Therefore, there is an urgent need to develop a bidding business management method to improve the integration and efficiency of bidding project process operations. Summary of the invention
[0005] The technical problem to be solved by the present invention is how to improve the integration and efficiency of the bidding project process operation.
[0006] In order to solve the above technical problems, according to one aspect of the present invention, a method for bidding project management is provided, including the following steps: S1, establishing data information management for the entire life cycle of bidding projects, collecting and summarizing data at each stage of bidding in real time, fixing the bidding implementation management process, and realizing the real-time data and traceability of historical data at each step starting from the bidding procedure; improving the internal quality management system of the enterprise, realizing the certification and access registration of tenderers, suppliers, and experts, and establishing the enterprise's own private domain traffic pool for personnel; at the same time, the recording and updating of bidding data are synchronized on the PC and mobile terminals, so that users with permission to view can track the progress of the project, so as to accurately predict the subsequent development trend of the project anytime and anywhere, and reduce the cost of human communication; and realizing the standardization of the operation of the enterprise's bidding implementation process and the unification of the format of the results; S2, realizing bidding risk warning management, after collecting internal bidding-based data, performing private domain database comparison and analysis on the specified content and data range, and calling the external data interface to perform bidding data risk analysis, interacting with the bidding business to form a bidding risk warning list, and tracking the update and Feedback; S3, form a collaborative management of bidding nodes, link the dynamic project supervision data of all links within the bidding enterprise, including the sales layer, project implementation layer, functional layer, and management layer, and at the same time, based on the project storage data, apply the time series model to perform task allocation including data registration, uploading, approval, and archiving between different levels and within the levels; the sales layer platform registers and manages potential customers and successful customers and their entrusted bidding projects; the management layer allocates projects based on the risk level of the project and the existing business volume of the implementation team, and makes final approval of the business nodes triggered by the bidding; the project team conducts internal cooperation on the project tasks received, from project assistants registering bidding information, circulating project materials, exchanging business information with the functional layer of the enterprise, to project managers reviewing the above information; the functional layer is used to confirm the auxiliary process of the main business of bidding, including the exchange of expense information with the finance department and the exchange of information on archiving in the office; through the sharing and integration of information between various levels within the enterprise, the depth and breadth of collaboration are effectively improved, flexible collaborative management of bidding projects is realized, and the response speed of bidding information circulation is accelerated.
[0007] According to an embodiment of the present invention, in step S1, the full life cycle management of the bidding project may include the full process management of project establishment, assignment of implementation team, document review, acceptance of registration, bid opening, inquiry, bid return analysis, bid evaluation, bid determination, and archiving; from the perspective of interaction with personnel, the enterprise sets access information templates and access processes according to the categories and levels of external users including purchasers, suppliers, and experts, and implements full-process electronic management in the order of registration, certification, review, access, and call, and records all information of external users to form a unified portal on the enterprise side; the full-process management of bidding for internal users includes the node flow between various levels within the enterprise of groups, departments, and management levels. The process is initiated by the project initiator, transferred to the department leader, and then to the co-sponsoring department members, and then to the co-sponsoring department leader, and finally After passing, it will be returned to the original initiator for archiving; the node role and process residence time are visible, which effectively controls the project process operation time; the interaction between financial information and bidding business in the entire bidding cycle is managed according to categories and levels; the interaction between financial information and bidding business in the entire bidding cycle is realized through the registration module, deposit module, commission distribution module, and auxiliary management module. Among them, the registration module is used for charging order data and invoice management, and email sending management of electronic invoices; the deposit module is used for deposit collection and refund management, timely update of submission information, and rapid calculation of interest profit and refund; the commission distribution module is used for custom allocation weights after the fees are received, and real-time scientific calculation and summary of employee output value commissions; the auxiliary management module evaluates employee performance and urges the team to make rectifications and optimizations.
[0008] According to an embodiment of the present invention, step S2 may also include dynamic risk management and control of suppliers, which includes: comparing and analyzing the historical database and calling the project registration information to determine whether there is collusion in bidding and intercepting risks; for the information of successfully registered suppliers, adding the application of connecting to a third-party industrial and commercial information platform to ensure that the industrial and commercial data information is authentic and reliable, filtering out the credit blacklist and suspected collusion suppliers under controlling management, and understanding the supplier public opinion dynamics and risk monitoring at the first time; ensuring the validity of supplier qualifications; and judging the project risk level using keywords based on historical data and setting priorities.
[0009] According to an embodiment of the present invention, in step S3, according to the priority of project settings, collaborative management can be provided, data information of all parties can be shared, and data updates can be made, so as to realize full-chain collaboration of the bidding project; that is, enterprise users are supported to select and manage data based on their own authority and work needs, and relevant personnel can be visually assisted to adjust progress and configuration in a timely manner; through the judgment of built-in data value relationships and new process types, the automatic transfer of procurement node objects and reminders of node operation objects can be realized; bidding documents, bidding announcements, winning announcements, winning notices, archive summary retrieval, finance and other information can be timely delivered to key objects for approval, and procurement node status visualization can be established.
[0010] According to a second aspect of the present invention, there is provided a device for bidding project management, including: a data collection layer, for collecting attribute data related to materials and product bidding objects and data information for bidding, bid opening, bid evaluation and calibration through manual entry and external medium data interface transmission by platform staff; a data storage and processing layer, for centralized and unified management of the collected basic information, integrating it into the bidding process management, using informatization as a means to break the traditional paper-based, inefficient, closed and disconnected working method, and optimizing it into an electronic, convenient, smooth and centralized new working method; an information display layer, for data results and intuitive page display, using multi-terminal integration of technology, integrated application of PC and mobile terminals, to display basic bidding information, front-end application and data display of bidder information, quotation information, bid evaluation information and winning bid information.Among them, the bidding project management method adopted by the bidding project management device includes the following steps: S1. The bidding project management device establishes data information management for the entire life cycle of the bidding project through the data collection layer and the data storage and processing layer, collects and summarizes data from each stage of the bidding in real time, fixes the bidding implementation management process, and realizes the real-time data and traceability of historical data at each step from the bidding procedure; improves the internal quality management system of the enterprise, realizes the certification and access registration of tenderers, suppliers, and experts, and establishes the enterprise's own private domain traffic pool for personnel; displays through the information display layer, and records and updates the bidding data synchronously on the PC and mobile terminals, so that users with permission to view can track the progress of the project, so as to accurately predict the subsequent development trend of the project anytime and anywhere, and reduce the cost of human communication; and realizes the standardization of the enterprise's bidding implementation process operation and the unification of the results format; S2. Realizes bidding risk warning management, after collecting internal bidding-based data, conducts private domain database comparison and analysis on the specified content and data range, and calls the external data interface to conduct bidding data risk analysis, interacts with the bidding business to form a bidding risk warning list, and tracks Track the update and feedback of risk warning information; S3, form collaborative management of bidding nodes, link the dynamic project supervision data of all links within the bidding enterprise, including sales, project implementation, functional and management levels, and at the same time, based on project storage data, apply time series models to perform task allocation including data registration, uploading, approval and archiving between different levels and within levels; the sales platform registers and manages potential customers and successful customers and their entrusted bidding projects; the management level allocates projects based on the risk level of the project and the existing business volume of the implementation team, and makes final approval of the business nodes triggered by the bidding; the project team conducts internal cooperation on the project tasks received, from project assistants registering bidding information, circulating project materials, exchanging business information with the functional level of the enterprise, to project managers reviewing the above information; the functional level is used to confirm the auxiliary process of the main business of bidding, including the exchange of expense information with the finance department and the exchange of information on the archiving of documents in the office; through the sharing and integration of information between various levels within the enterprise, the depth and breadth of collaboration are effectively improved, flexible collaborative management of bidding projects is realized, and the response speed of bidding information circulation is accelerated.
[0011] According to an embodiment of the present invention, in step S1, the whole life cycle management of the bidding project can include the whole process management of project establishment, assignment of implementation team, document review, acceptance of registration, bid opening, inquiry, bid return analysis, bid evaluation, bid determination and archiving; from the perspective of interaction with personnel, the enterprise sets access information templates and access processes according to the categories and levels of external users including purchasers, suppliers and experts, and realizes the electronic management of the whole process in the order of registration, certification, review, access and call, and records all information of external users to form a unified portal on the enterprise side; the whole process management of bidding for internal users includes the node transfer between various levels within the enterprise of groups, departments and management levels, and the process is initiated by the project initiator, transferred to the department leader, then to the co-organizer department member and then to the co-organizer department leader, and finally returned to the original initiator for archiving; the node role and process residence time are visible, which effectively controls the project process operation time; the financial information interaction is managed by category and level; the interaction between financial information and bidding business in the whole bidding cycle is realized through the registration module, deposit module, commission distribution module and auxiliary management module. Among them, the registration module is used for charging order data and invoice management, and email sending management of electronic invoices; the deposit module is used for deposit collection and refund management, timely updating of submission information, and quick calculation of interest profits and refunds; the commission distribution module is used after the fees are received, and is responsible for customizing the distribution weights, and scientifically calculating and summarizing the employee output value commission in real time; the auxiliary management module evaluates employee performance and urges the team to make rectifications and optimizations.
[0012] According to an embodiment of the present invention, step S2 may also include dynamic risk management and control of suppliers, which includes: comparing and analyzing the historical database and calling the project registration information to determine whether there is collusion in bidding and intercepting risks; for the information of successfully registered suppliers, adding the application of connecting to a third-party industrial and commercial information platform to ensure that the industrial and commercial data information is authentic and reliable, filtering out the credit blacklist and suspected collusion suppliers under controlling management, and understanding the supplier public opinion dynamics and risk monitoring at the first time; ensuring the validity of supplier qualifications; and judging the project risk level using keywords based on historical data and setting priorities.
[0013] According to an embodiment of the present invention, in step S3, according to the priority of project settings, collaborative management can be provided, data information of all parties can be shared, and data updates can be made, so as to realize full-chain collaboration of the bidding project; that is, enterprise users are supported to select and manage data based on their own authority and work needs, and relevant personnel can be visually assisted to adjust progress and configuration in a timely manner; through the judgment of built-in data value relationships and new process types, the automatic transfer of procurement node objects and reminders of node operation objects can be realized; bidding documents, bidding announcements, winning announcements, winning notices, archive summary retrieval, finance and other information can be timely delivered to key objects for approval, and procurement node status visualization can be established.
[0014] According to a third aspect of the present invention, there is provided an electronic device comprising: a memory, a processor and a bidding project management program stored in the memory and executable on the processor, wherein the bidding project management program implements the steps of the above-mentioned bidding project management method when executed by the processor.
[0015] According to a fourth aspect of the present invention, there is provided a computer storage medium, wherein a bidding project management program is stored on the computer storage medium, and when the bidding project management program is executed by a processor, the steps of the above-mentioned bidding project management method are implemented.
[0016] Compared with the prior art, the technical solution provided by the embodiments of the present invention can at least achieve the following beneficial effects:
[0017] The bidding project management method according to the present invention can improve the collaborative management capabilities of bidding agencies for bidding projects, thereby improving the rapid feedback capabilities of the entire bidding business line; by shortening offline communication costs, improving project circulation efficiency and avoiding the loss of written process materials and paper waste, it can enhance the bidding experience of service recipients, standardize enterprise processes, and bring sustained economic benefits to enterprises.
[0018] According to the bidding project management device of the present invention, business data such as bidding, tendering, bid opening, bid evaluation, and bid determination are integrated and interconnected with the bidding management platform, forming a platform that comprehensively displays the entire bidding process and stores information on the entire life cycle of the bidding project. At the same time, a cycle of business collaboration and information communication between different members of the project team is established, promoting the formation of a rich enterprise data pool and improving the efficiency of bidding work.
[0019] According to the bidding project management method of the present invention, the bidding data, tender data and bid evaluation data are integrated and interconnected, and the main business data information collected in real time during the entire life cycle of the bidding project, i.e., bidding, bid evaluation and bid determination, is comprehensively displayed and queried, and warnings of violations of specified scope and content are issued; from the establishment of the bidding agency contract, task allocation, and the generation and circulation of bidding documents to the entire procurement process of registration, bidding, payment, bid opening, establishment of the evaluation committee, organization and initiation of bid evaluation, and project archiving, a cycle of business collaboration and information communication is established, which promotes the convenient and smooth interaction of key information that can be disclosed according to law within the scope of responsibilities of the agency company and the tenderer, bidder, and bid evaluation experts. BRIEF DESCRIPTION OF THE DRAWINGS
[0020] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings of the embodiments will be briefly introduced below. Obviously, the drawings in the following description only relate to some embodiments of the present invention, but are not intended to limit the present invention.
[0021] Figure 1is a schematic diagram showing a device module for bidding project management according to an embodiment of the present invention;
[0022] Figure 2 is a schematic diagram showing the basic management of the entire life cycle of a bidding project management according to an embodiment of the present invention;
[0023] Figure 3 The figure is a flow chart showing a method for managing bidding projects according to an embodiment of the present invention. DETAILED DESCRIPTION
[0024] In order to make the purpose, technical solution and advantages of the embodiment of the present invention clearer, the technical solution of the embodiment of the present invention will be clearly and completely described below in conjunction with the accompanying drawings of the embodiment of the present invention. Obviously, the described embodiment is a part of the embodiment of the present invention, not all of the embodiments. Based on the described embodiment of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.
[0025] Unless otherwise defined, the technical or scientific terms used herein shall have the common meanings understood by persons with ordinary skills in the field to which the present invention belongs. The words "first", "second" and similar words used in the patent application specification and claims of the present invention do not indicate any order, quantity or importance, but are only used to distinguish different components. Similarly, words such as "one" or "a" do not indicate a quantity limitation, but indicate the existence of at least one.
[0026] Figure 1 is a schematic diagram showing a device module for bidding project management according to an embodiment of the present invention; Figure 2 is a schematic diagram showing the basic management of the entire life cycle of a bidding project management according to an embodiment of the present invention; Figure 3 The figure is a flow chart showing a method for managing bidding projects according to an embodiment of the present invention.
[0027] like Figures 1 to 3 As shown, the bidding project management method includes the following steps:
[0028] Step S1. Establish data information management for the entire life cycle of the bidding project, collect and summarize data from each stage of the bidding in real time, fix the bidding implementation management process, and realize the real-time data and traceability of historical data at each step from the beginning of the bidding process; improve the company's internal quality management system, realize the certification and access registration of tenderers, suppliers, and experts, and establish the company's own private personnel traffic pool; at the same time, the recording and update of bidding data are synchronized on the PC and mobile terminals, so that users with permission to view can track the progress of the project, so as to accurately predict the subsequent development trend of the project anytime and anywhere, and reduce the cost of human communication; and realize the standardization of the company's bidding implementation process operation and the unification of the results format.
[0029] Step S2: Implement bidding risk warning management. After collecting bidding-based data internally, perform private domain database comparison and analysis on the specified content and data range, call external data interfaces to perform bidding data risk analysis, interact with bidding business to form a bidding risk warning list, and track the update and feedback of the risk warning information.
[0030] Step S3, forming a collaborative management of bidding nodes, linking the dynamic project supervision data of all links within the bidding enterprise, including the sales layer, project implementation layer, functional layer, and management layer, and at the same time, based on the project storage data, applying the time series model, performing task allocation including data registration, uploading, approval, and archiving between different levels and within the levels; the sales layer platform registers and manages the intended customers and successful customers and their entrusted bidding projects; the management layer allocates projects based on the risk level of the project and the existing business volume of the implementation team, and makes final approval of the business nodes triggered by the bidding; the project team conducts internal cooperation on the project tasks received, from the project assistant registering the bidding information, circulating the project information, exchanging business information with the functional layer of the enterprise, to the project manager reviewing the above information; the functional layer is used for auxiliary process confirmation of the main business of bidding, including the exchange of expense information of the finance department and the exchange of information of the office archiving; through the sharing and integration of information between the various levels within the enterprise, the depth and breadth of the collaboration are effectively improved, the flexible collaborative management of the bidding projects is realized, and the response speed of the bidding information circulation is accelerated.
[0031] The bidding project management method according to the present invention can improve the collaborative management capabilities of bidding agencies for bidding projects, thereby improving the rapid feedback capabilities of the entire bidding business line; by shortening offline communication costs, improving project circulation efficiency and avoiding the loss of written process materials and paper waste, it can enhance the bidding experience of service recipients, standardize enterprise processes, and bring sustained economic benefits to enterprises.
[0032] According to one or some embodiments of the present invention, in step S1, the full life cycle management of the bidding project includes the full process management of project establishment, assignment of implementation team, document review, acceptance of registration, bid opening, inquiry, bid return analysis, bid evaluation, bid determination, and archiving.
[0033] From the perspective of interaction with personnel, enterprises set up access information templates and access procedures according to the categories and levels of external users, including purchasers, suppliers, and experts, and implement electronic management of the entire process in the order of registration, authentication, review, access, and call, and record all information of external users to form a unified portal on the enterprise side.
[0034] The whole bidding process management for internal users includes the node transfer between various levels within the enterprise, such as groups, departments, and management. The process is initiated by the project initiator, transferred to the department leader, the co-sponsoring department members, and then to the co-sponsoring department leader, and finally returned to the original initiator for archiving. The node roles and process residence time are visible, effectively controlling the project process operation time.
[0035] The interaction of financial information is managed by category and level; the interaction between financial information and bidding business in the whole bidding cycle is realized through the registration module, deposit module, commission distribution module and auxiliary management module. Among them, the registration module is used for the management of fee order data and invoices, and the management of email sending of electronic invoices; the deposit module is used for the management of deposit collection and refund, timely update of submission information, and rapid calculation of interest profit and refund; the commission distribution module is responsible for customizing the distribution weight after the fees are received, and scientifically calculating and summarizing the employee output value commission in real time; the auxiliary management module evaluates employee performance and urges the team to make rectifications and optimizations.
[0036] According to one or some embodiments of the present invention, step S2 further includes dynamically controlling the risk of suppliers, and the dynamic risk control of suppliers includes:
[0037] Compare and analyze the historical database and call the project registration information to determine whether there is collusion in bidding and intercept risks.
[0038] For the information of successfully registered suppliers, we will increase the application of connecting to third-party industrial and commercial information platforms to ensure that industrial and commercial data information is authentic and reliable, filter out suppliers on the credit blacklist and suppliers suspected of bid rigging under controlling management, and understand supplier public opinion dynamics and risk monitoring at the first time; and ensure the validity of supplier qualifications.
[0039] Based on historical data, use keywords to determine the project risk level and set priorities.
[0040] According to one or some embodiments of the present invention, in step S3, collaborative management is provided according to the priority of project settings, and data information and data updates of all parties are shared to achieve full-chain collaboration of the bidding project; that is, enterprise users are supported to select and manage data based on their own authority and work needs, and relevant personnel are visually assisted to adjust progress and configuration in a timely manner.
[0041] Through the judgment of built-in data value relationships and new process types, the automated transfer of procurement node objects and reminders of node operation objects are realized; bidding documents, bidding announcements, winning announcements, winning notices, archive summary retrieval, financial and other information are delivered to key objects in a timely manner for approval, and procurement node status visualization is established.
[0042] According to the bidding project management method of the present invention, the bidding data, tender data and bid evaluation data are integrated and interconnected, and the main business data information collected in real time during the entire life cycle of the bidding project, i.e., bidding, bid evaluation and bid determination, is comprehensively displayed and queried, and warnings of violations of specified scope and content are issued; from the establishment of the bidding agency contract, task allocation, and the generation and circulation of bidding documents to the entire procurement process of registration, bidding, payment, bid opening, establishment of the evaluation committee, organization and initiation of bid evaluation, and project archiving, a cycle of business collaboration and information communication is established, which promotes the convenient and smooth interaction of key information that can be disclosed according to law within the scope of responsibilities of the agency company and the tenderer, bidder, and bid evaluation experts.
[0043] According to a second aspect of the present invention, there is provided a device for managing bidding projects, comprising:
[0044] The data collection layer is used to collect attribute data related to the bidding objects of materials and products, as well as data information for bidding, opening, evaluation and calibration through manual entry by platform staff and transmission through external media data interfaces.
[0045] The data storage and processing layer is used to centrally and uniformly manage the collected basic information and integrate it into the bidding process management. It uses informatization as a means to break the traditional paper-based, inefficient, closed and disconnected working methods, and optimize them into a new electronic, convenient, smooth and centralized working method.
[0046] The information display layer is used for data results and intuitive page display. It adopts multi-terminal technology integration and integrated application of PC and mobile terminals to display basic bidding information, front-end application and data display of bidder information, quotation information, bid evaluation information, and winning bid information.
[0047] The bidding project management method adopted by the bidding project management device includes the following steps:
[0048] Step S1, the bidding project management device establishes data information management for the entire life cycle of the bidding project through the data collection layer and the data storage and processing layer, collects and summarizes data at each stage of the bidding in real time, fixes the bidding implementation management process, and realizes the real-time data and traceability of historical data at each step from the bidding procedure; improves the internal quality management system of the enterprise, realizes the certification and access registration of the tenderer, supplier, and expert, and establishes the enterprise's own private domain traffic pool; displays through the information display layer, and records and updates the bidding data synchronously on the PC and mobile phone terminals, so that users with permission to view can track the progress of the project, so as to accurately predict the subsequent development trend of the project anytime and anywhere, and reduce the cost of human communication; and realizes the standardization of the enterprise bidding implementation process operation and the unification of the results format;
[0049] Step S2: Implement bidding risk warning management. After collecting bidding-based data internally, perform private domain database comparison and analysis on the specified content and data range, call external data interfaces to perform bidding data risk analysis, interact with bidding business to form a bidding risk warning list, and track the update and feedback of the risk warning information.
[0050] Step S3, forming a collaborative management of bidding nodes, linking the dynamic project supervision data of all links within the bidding enterprise, including the sales layer, project implementation layer, functional layer, and management layer, and at the same time, based on the project storage data, applying the time series model, performing task allocation including data registration, uploading, approval, and archiving between different levels and within the levels; the sales layer platform registers and manages the intended customers and successful customers and their entrusted bidding projects; the management layer allocates projects based on the risk level of the project and the existing business volume of the implementation team, and makes final approval of the business nodes triggered by the bidding; the project team conducts internal cooperation on the project tasks received, from the project assistant registering the bidding information, circulating the project information, exchanging business information with the functional layer of the enterprise, to the project manager reviewing the above information; the functional layer is used for auxiliary process confirmation of the main business of bidding, including the exchange of expense information of the finance department and the exchange of information of the office archiving; through the sharing and integration of information between the various levels within the enterprise, the depth and breadth of the collaboration are effectively improved, the flexible collaborative management of the bidding projects is realized, and the response speed of the bidding information circulation is accelerated.
[0051] According to the bidding project management device of the present invention, business data such as bidding, tendering, bid opening, bid evaluation, and bid determination are integrated and interconnected with the bidding management platform, forming a platform that comprehensively displays the entire bidding process and stores information on the entire life cycle of the bidding project. At the same time, a cycle of business collaboration and information communication between different members of the project team is established, promoting the formation of a rich enterprise data pool and improving the efficiency of bidding work.
[0052] According to one or some embodiments of the present invention, in step S1, the full life cycle management of the bidding project includes the full process management of project establishment, assignment of implementation team, document review, acceptance of registration, bid opening, inquiry, bid return analysis, bid evaluation, bid determination, and archiving.
[0053] From the perspective of interaction with personnel, enterprises set up access information templates and access procedures according to the categories and levels of external users, including purchasers, suppliers, and experts, and implement electronic management of the entire process in the order of registration, authentication, review, access, and call, and record all information of external users to form a unified portal on the enterprise side.
[0054] The whole bidding process management for internal users includes the node transfer between various levels within the enterprise, such as groups, departments, and management. The process is initiated by the project initiator, transferred to the department leader, the co-sponsoring department members, and then to the co-sponsoring department leader, and finally returned to the original initiator for archiving. The node roles and process residence time are visible, effectively controlling the project process operation time.
[0055] The interaction of financial information is managed by category and level; the interaction between financial information and bidding business in the whole bidding cycle is realized through the registration module, deposit module, commission distribution module and auxiliary management module. Among them, the registration module is used for the management of fee order data and invoices, and the management of email sending of electronic invoices; the deposit module is used for the management of deposit collection and refund, timely update of submission information, and rapid calculation of interest profit and refund; the commission distribution module is responsible for customizing the distribution weight after the fees are received, and scientifically calculating and summarizing the employee output value commission in real time; the auxiliary management module evaluates employee performance and urges the team to make rectifications and optimizations.
[0056] According to one or some embodiments of the present invention, step S2 also includes dynamic risk management and control of suppliers, which includes: comparing and analyzing the historical database and calling the project registration information to determine whether there is collusion in bidding and intercepting risks; for the information of successfully registered suppliers, adding the application of connecting to a third-party industrial and commercial information platform to ensure that the industrial and commercial data information is authentic and reliable, filtering out the credit blacklist and suspected collusion suppliers under controlling management, and understanding the supplier public opinion dynamics and risk monitoring at the first time; ensuring the validity of supplier qualifications; and judging the project risk level using keywords based on historical data and setting priorities.
[0057] According to one or some embodiments of the present invention, in step S3, collaborative management is provided according to the priority of project settings, and data information and data updates of all parties are shared to achieve full-chain collaboration of the bidding project; that is, enterprise users are supported to select and manage data based on their own authority and work needs, and relevant personnel are visually assisted to adjust progress and configuration in a timely manner.
[0058] Through the judgment of built-in data value relationships and new process types, the automated transfer of procurement node objects and reminders of node operation objects are realized; bidding documents, bidding announcements, winning announcements, winning notices, archive summary retrieval, financial and other information are delivered to key objects in a timely manner for approval, and procurement node status visualization is established.
[0059] According to another aspect of the present invention, there is provided a device for bidding project management, comprising: a memory, a processor, and a bidding project management program stored in the memory and executable on the processor, wherein the bidding project management program implements the steps of the above-mentioned bidding project management method when executed by the processor.
[0060] According to the present invention, a computer storage medium is also provided.
[0061] The computer storage medium stores a bidding project management program, and when the bidding project management program is executed by the processor, the steps of the bidding project management method are implemented.
[0062] Among them, the method implemented when the bidding project management program running on the processor is executed can refer to the various embodiments of the bidding project management method of the present invention, and will not be repeated here.
[0063] The present invention also provides a computer program product.
[0064] The computer program product of the present invention comprises a bidding project management program, and when the bidding project management program is executed by a processor, the steps of the bidding project management method described above are implemented.
[0065] Among them, the method implemented when the bidding project management program running on the processor is executed can refer to the various embodiments of the bidding project management method of the present invention, and will not be repeated here.
[0066] Through the description of the above implementation methods, those skilled in the art can clearly understand that the above-mentioned embodiment methods can be implemented by means of software plus a necessary general hardware platform, and of course by hardware, but in many cases the former is a better implementation method. Based on such an understanding, the technical solution of the present invention is essentially or the part that contributes to the prior art can be embodied in the form of a software product, which is stored in a storage medium (such as ROM / RAM, magnetic disk, optical disk) as described above, and includes a number of instructions for a terminal device (which can be a mobile phone, computer, server, air conditioner, or network device, etc.) to execute the methods described in each embodiment of the present invention.
[0067] The above description is merely an exemplary embodiment of the present invention and is not intended to limit the protection scope of the present invention. The protection scope of the present invention is determined by the appended claims.
Claims
1. A method for bidding project management, comprising the following steps: Step S1: Establish data information management for the entire life cycle of the bidding project, collect and summarize data from each stage of the bidding in real time, fix the bidding implementation management process, and realize the real-time data and traceability of historical data at every step from the bidding process; improve the internal quality management system of the enterprise, realize the certification and access registration of tenderers, suppliers, and experts, and establish the enterprise's own private domain traffic pool; at the same time, the recording and update of bidding data are synchronized on the PC and mobile terminals, so that users with permission to view can track the progress of the project, so as to accurately predict the subsequent development trend of the project anytime and anywhere, and reduce the cost of human communication; And realize the standardization of enterprise bidding implementation process and the unification of results format; Step S2: Implement bidding risk warning management. After collecting bidding-based data internally, perform private domain database comparison and analysis on the specified content and data range, call external data interfaces to perform bidding data risk analysis, interact with bidding business to form a bidding risk warning list, and track the update and feedback of the risk warning information. Step S3, forming a collaborative management of bidding nodes, linking the dynamic project supervision data of all links within the bidding enterprise, including the sales layer, project implementation layer, functional layer, and management layer, and at the same time, based on the project storage data, applying the time series model, performing task allocation including data registration, uploading, approval, and archiving between different levels and within the levels; the sales layer platform registers and manages the intended customers and successful customers and their entrusted bidding projects; the management layer allocates projects based on the risk level of the project and the existing business volume of the implementation team, and makes final approval of the business nodes triggered by the bidding; the project team conducts internal cooperation on the project tasks received, from the project assistant registering the bidding information, circulating the project information, exchanging business information with the enterprise functional layer, to the project manager reviewing the above information; the functional layer is used to confirm the auxiliary process of the main business of the bidding, including the exchange of expense information with the finance department and the exchange of information on the archiving of the office; through the sharing and integration of information between the various levels within the enterprise, the depth and breadth of the collaboration are effectively improved, the flexible collaborative management of the bidding projects is realized, and the response speed of the bidding information circulation is accelerated.
2. The method for managing bidding projects according to claim 1, wherein in step S1, the whole life cycle management of the bidding project includes the whole process management of project establishment, assignment of implementation team, document review, acceptance of registration, bid opening, inquiry, bid return analysis, bid evaluation, bid determination, and archiving; From the perspective of interaction with personnel, enterprises set up access information templates and access procedures according to the categories and levels of external users, including purchasers, suppliers, and experts, and implement electronic management of the entire process in the order of registration, certification, review, access, and call, and record all information of external users to form a unified portal on the enterprise side; The bidding management of internal users includes the node transfer between various levels within the enterprise, including groups, departments, and management. The process is initiated by the project initiator, transferred to the department leader, the co-organizer department member, and then to the co-organizer department leader, and finally returned to the original initiator for archiving. The node role and process residence time are visible, effectively controlling the project process operation time. The interaction of financial information is managed by category and level; the interaction between financial information and bidding business in the entire bidding cycle is realized through the registration module, deposit module, commission distribution module, and auxiliary management module. in, The registration module is used for charging order data and invoice management, and email sending management of electronic invoices; the deposit module is used for deposit collection and refund management, timely updating of submission information, and rapid calculation of interest profits and refunds; the commission distribution module is used for customizing distribution weights after fees are received, and scientifically calculating and summarizing employee output value commissions in real time; the auxiliary management module evaluates employee performance and urges the team to make rectifications and optimizations.
3. The method for bidding project management according to claim 1, wherein step S2 further comprises dynamically controlling the risk of suppliers, wherein the dynamically controlling the risk of suppliers comprises: Compare and analyze the historical database of project registration information and call it to determine whether there is bidding collusion and intercept risks; For the information of suppliers who have successfully registered, we will add the application of connecting to the third-party industrial and commercial information platform to ensure the authenticity and reliability of industrial and commercial data information, filter out the credit blacklist and suppliers suspected of bid-rigging under holding management, and learn about the supplier public opinion dynamics and risk monitoring in the first place; Ensure the validity of supplier qualifications; Based on historical data, use keywords to determine the project risk level and set priorities.
4. The method for managing bidding projects as claimed in claim 1, wherein in step S3, according to the priority of the project setting, collaborative management is provided, data information and data updates of all parties are shared, and full-chain collaboration of the bidding project is realized; that is, enterprise users are supported to select and manage data based on their own authority and work needs, and relevant personnel are visually assisted to adjust progress and configuration in a timely manner; Through the judgment of built-in data value relationships and new process types, the automated transfer of procurement node objects and reminders of node operation objects are realized; bidding documents, bidding announcements, winning announcements, winning notices, archive summary retrieval, financial and other information are delivered to key objects in a timely manner for approval, and procurement node status visualization is established.
5. A device for bidding project management, comprising: The data collection layer is used to collect the attribute data related to the bidding objects of materials and products and the data information for bidding, bid opening, bid evaluation and bid determination through manual entry by platform staff and external media data interface transmission; The data storage and processing layer is used to centrally manage the collected basic information and integrate it into the bidding process management. It uses informatization as a means to break the traditional paper-based, inefficient, closed, and disconnected working methods and optimize them into a new electronic, convenient, smooth, and centralized working method. The information display layer is used for data results and intuitive page display. It adopts multi-terminal technology integration and integrated applications of PC and mobile terminals to display basic bidding information, front-end applications and data display of bidder information, quotation information, bid evaluation information, and winning bid information. The bidding project management method adopted by the bidding project management device includes the following steps: Step S1, the bidding project management device establishes data information management for the entire life cycle of the bidding project through the data collection layer and the data storage and processing layer, collects and summarizes data at each stage of the bidding in real time, fixes the bidding implementation management process, and realizes the real-time data and traceability of historical data at each step from the bidding procedure; improves the internal quality management system of the enterprise, realizes the certification and access registration of the tenderer, supplier, and expert, and establishes the enterprise's own private domain traffic pool; displays through the information display layer, and records and updates the bidding data synchronously on the PC and mobile phone ends, so that users with permission to view can track the progress of the project, so as to accurately predict the subsequent development trend of the project anytime and anywhere, and reduce the cost of human communication; and realizes the standardization of the operation of the enterprise's bidding implementation process and the unification of the results format; Step S2: Implement bidding risk warning management. After collecting bidding-based data internally, perform private domain database comparison and analysis on the specified content and data range, call external data interfaces to perform bidding data risk analysis, interact with bidding business to form a bidding risk warning list, and track the update and feedback of the risk warning information. Step S3, forming a collaborative management of bidding nodes, linking the dynamic project supervision data of all links within the bidding enterprise, including the sales layer, project implementation layer, functional layer, and management layer, and at the same time, based on the project storage data, applying the time series model, performing task allocation including data registration, uploading, approval, and archiving between different levels and within the levels; the sales layer platform registers and manages the intended customers and successful customers and their entrusted bidding projects; the management layer allocates projects based on the risk level of the project and the existing business volume of the implementation team, and makes final approval of the business nodes triggered by the bidding; the project team conducts internal cooperation on the project tasks received, from the project assistant registering the bidding information, circulating the project information, exchanging business information with the functional layer of the enterprise, to the project manager reviewing the above information; the functional layer is used for auxiliary process confirmation of the main business of bidding, including the exchange of expense information of the finance department and the exchange of information of the office archiving; through the sharing and integration of information between the various levels within the enterprise, the depth and breadth of the collaboration are effectively improved, the flexible collaborative management of the bidding projects is realized, and the response speed of the bidding information circulation is accelerated.
6. The bidding project management device according to claim 5, wherein in step S1, the whole life cycle management of the bidding project includes the whole process management of project establishment, assignment of implementation team, document review, acceptance of registration, bid opening, inquiry, bid return analysis, bid evaluation, bid determination, and archiving; From the perspective of interaction with personnel, enterprises set up access information templates and access procedures according to the categories and levels of external users, including purchasers, suppliers, and experts, and implement electronic management of the entire process according to the order of registration, certification, review, access, and call, and record all information of external users to form a unified portal on the enterprise side; The bidding management of internal users includes the node transfer between various levels within the enterprise, including groups, departments, and management. The process is initiated by the project initiator, transferred to the department leader, the co-organizer department member, and then to the co-organizer department leader, and finally returned to the original initiator for archiving. The node role and process residence time are visible, effectively controlling the project process operation time. The interaction of financial information is managed by category and level; the interaction between financial information and bidding business in the entire bidding cycle is realized through the registration module, deposit module, commission distribution module, and auxiliary management module. in, The registration module is used for charging order data and invoice management, and email sending management of electronic invoices; the deposit module is used for deposit collection and refund management, timely updating of submission information, and rapid calculation of interest profits and refunds; the commission distribution module is used for customizing distribution weights after fees are received, and scientifically calculating and summarizing employee output value commissions in real time; the auxiliary management module evaluates employee performance and urges the team to make rectifications and optimizations.
7. The bidding project management device according to claim 5, wherein step S2 further comprises dynamically controlling the risk of suppliers, wherein the dynamically controlling the risk of suppliers comprises: Compare and analyze the historical database of project registration information and call it to determine whether there is bidding collusion and intercept risks; For the information of suppliers who have successfully registered, we will add the application of connecting to the third-party industrial and commercial information platform to ensure the authenticity and reliability of industrial and commercial data information, filter out the credit blacklist and suppliers suspected of bid-rigging under holding management, and learn about the supplier public opinion dynamics and risk monitoring in the first place; Ensure the validity of supplier qualifications; Based on historical data, use keywords to determine the project risk level and set priorities.
8. The bidding project management device according to claim 5, wherein in step S3, according to the priority of the project setting, collaborative management is provided, data information and data updates of all parties are shared, and full-chain collaboration of the bidding project is realized; that is, enterprise users are supported to select and manage data based on their own authority and work needs, and relevant personnel are visually assisted to adjust progress and configuration in a timely manner; Through the judgment of built-in data value relationships and new process types, the automated transfer of procurement node objects and reminders of node operation objects are realized; bidding documents, bidding announcements, winning announcements, winning notices, archive summary retrieval, financial and other information are delivered to key objects in a timely manner for approval, and procurement node status visualization is established.
9. An electronic device, comprising: A memory, a processor, and a bidding project management program stored in the memory and executable on the processor, wherein the bidding project management program implements the steps of the bidding project management method as described in any one of claims 1 to 4 when executed by the processor.
10. A computer storage medium, wherein: The computer storage medium stores a bidding project management program, and when the bidding project management program is executed by the processor, the steps of the bidding project management method according to any one of claims 1 to 4 are implemented.
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