Project full life cycle management system based on design industry
By providing a full life cycle management system in the design industry, the problems of dispersed and inefficient project management in the existing technology are solved, and the full coverage and efficient execution of project management are achieved, which improves customer satisfaction and corporate competitiveness.
Patent Information
- Application Number
- CN202411693121.9
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-11-25
- Publication Date
- 2025-03-28
AI Technical Summary
The existing technology has problems of dispersion and low efficiency in project management in the design industry. The project management system lacks comprehensive coverage of the entire project life cycle, resulting in serious information silos and low management efficiency.
Provide a full-life cycle management system for project based on the design industry, including customer relationship management, bidding management, contract management, financial management, project management, system integration, reporting and analysis, procurement/subcontract management and other modules to ensure that data flow between all modules is unimpeded and achieve full coverage of project management.
Through systematic project management, the efficiency and quality of project execution are improved, the risks of project delays and cost overruns are reduced, and customer satisfaction and the company's market competitiveness are enhanced.
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Figure CN119721959A_ABST
Abstract
Description
Technical Field
[0001] The present invention belongs to the technical field of design project management, and specifically to a project full life cycle management system based on the design industry. Background Art
[0002] With the rapid development of the design industry, companies are facing challenges such as increasing number of projects, expanding scale and increasing management complexity.
[0003] However, the current project management of existing technologies is fragmented and inefficient. Although there are OA, KM, project management and other systems, the integration and coordination between them are insufficient, resulting in an inefficient project management process. At the same time, although there are some project management software and tools on the market, they often only target a certain link in project management and lack comprehensive coverage of the entire project life cycle. These systems have functional deficiencies or low integration in customer relationship management, bidding management, contract management, financial management, system integration, reporting and analysis, and procurement / subcontracting management, resulting in serious information islands and low management efficiency during project execution. Summary of the invention
[0004] The purpose of the present invention is to provide a project full life cycle management system based on the design industry in order to solve the above-mentioned problems.
[0005] The technical solution adopted by the present invention is as follows: a project full life cycle management system based on the design industry, the system includes: a customer relationship management module, a bidding management module, a contract management module, a financial management module, a project management module, a system integration module, a report and analysis module and a procurement / subcontract management module;
[0006] The customer relationship management module is responsible for collecting customer information and triggering the activities of the bidding management module. After the bidding is successful, the contract management module takes over and generates the contract document; the contract information is then passed to the financial management module for cost estimation and control;
[0007] The project management module plans project resources, performs progress tracking and risk management according to contract requirements;
[0008] The system integration module ensures unimpeded data flow between all modules;
[0009] The procurement / subcontract management module performs resource procurement and subcontract coordination under the guidance of the project management module;
[0010] The reporting and analysis module collects data from all modules, generates key performance indicators and analysis reports, and provides decision support for the continuous optimization of the entire system.
[0011] In a preferred embodiment, the project management module is internally provided with a project planning submodule, a project execution submodule, a project monitoring submodule, a project communication submodule, a project financial management submodule and a project document management submodule;
[0012] The project planning submodule sets goals and benchmarks for the project, and its output directly guides the implementation activities of the project execution submodule; the project execution submodule performs actual operations according to the plan, and the project monitoring submodule tracks the project execution in real time, compares the planned goals, and ensures that the project proceeds as planned; the project communication submodule acts as a bridge to connect all modules to ensure effective information transmission within the project team and with external stakeholders; the project financial management submodule provides a budget according to the project plan, monitors actual expenditures during execution, and shares financial data with the project monitoring submodule to assess the health of the project; the project document management submodule is responsible for recording and storing all documents and materials from planning, execution, monitoring and communication, providing a basis for project management and decision-making.
[0013] In a preferred embodiment, the formula for calculating resource requirements by the project planning submodule is:
[0014] R = Σ(r_i*d_i);
[0015] Where R represents the total resource demand; r_i represents the unit demand of the i-th resource; d_i represents the unit time demand of the i-th resource; Σ represents the summation symbol, indicating the accumulation of the demand for all resources;
[0016] The project execution submodule assigns project tasks to team members and monitors project progress to ensure that it is carried out as planned; at the same time, quality assurance measures are implemented to ensure that project outputs meet standards;
[0017] The critical path calculation of the project execution submodule includes:
[0018] Formula: ES = EF = LS = LF = 0; for the starting activity;
[0019] ES_j = max{LS_i + D_i}; for all immediate predecessor activities i;
[0020] LS_j = min{EF_i}; for all subsequent activities i;
[0021] Among them: ES represents the earliest start time; EF represents the earliest finish time; LS represents the latest start time; LF represents the latest finish time; D_i represents the duration of activity i; max represents the maximum value function; min represents the minimum value function;
[0022] The project monitoring submodule identifies, evaluates and responds to project risks, and records, analyzes and resolves problems that arise in the project, while processing requests for changes in project scope, time, cost or resources;
[0023] The risk quantification calculation formula of the project monitoring submodule is:
[0024]
[0025] in: represents the expected risk value; P_i represents the probability of occurrence of the ith risk event; I_i represents the impact of the ith risk event; Σ is the summation symbol, indicating the accumulation of the expected impact of all risk events
[0026] The project communication submodule includes: communication plan: formulate project communication strategy and plan; information distribution: ensure that project information is communicated to relevant parties in a timely and accurate manner; meeting management: organize and record project meetings and decisions;
[0027] The project financial management submodule specifically includes: cost estimation: predicting the total cost of the project; cost control: monitoring project expenditures to ensure that they do not exceed the budget; financial reporting: generating a project financial status report;
[0028] The cost deviation calculation formula of the project financial management submodule is:
[0029] CV = EV-AC;
[0030] Where CV stands for cost variance, EV stands for earned value, which is the budgeted value of work completed as planned, and AC stands for actual cost;
[0031] The calculation formula for the progress deviation of the project financial management submodule is:
[0032] SV = EV-PV;
[0033] Among them: SV represents the progress deviation; PV represents the planned value, that is, the budget value of the work to be completed within the plan;
[0034] The project document management submodule includes: document creation: writing and maintaining project documents; document storage: ensuring the safe storage and easy retrieval of documents; knowledge management: collecting and sharing experience and knowledge during the project process.
[0035] In a preferred embodiment, the internal structure of the customer relationship management module includes:
[0036] Customer information management, specifically including: Personal information records: including name, position, contact information, company information; Customer classification and labeling: Classification and labeling management based on customer attributes and behaviors; Customer interaction history: Record all communication records of phone calls, emails, meetings, and social interactions; Customer feedback collection: Collect customer feedback through questionnaires and interviews;
[0037] Sales opportunity management, including: Sales funnel: visualize the sales process and track the process of converting potential customers into actual sales; Opportunity scoring: score sales opportunities based on customer information and market data; Follow-up task allocation: automatically assign follow-up tasks to sales representatives and set reminders;
[0038] Marketing automation, including: Marketing campaign management: planning, executing and analyzing the effectiveness of marketing campaigns; Email marketing: integrating email services to send personalized marketing emails; Customer segmentation: segmenting the market based on customer characteristics and behaviors to implement precision marketing;
[0039] Customer service support, specifically including: Service request management: receiving, classifying and responding to customer service requests; Knowledge base: establishing a knowledge base of frequently asked questions and solutions for use by customer service and customers; Customer satisfaction surveys: conducting regular satisfaction surveys to monitor service quality.
[0040] In a preferred embodiment, the bid management module allows enterprises to record and track all bidding opportunities, including details of potential projects, deadlines and budgets; the bid preparation tool provides bid templates, collaborative editing and version control functions so that team members can collaborate efficiently to complete bids; the bid risk assessment tool helps enterprises identify and assess the risks that may be encountered during the bidding process, so as to formulate corresponding mitigation strategies; and the bid document management ensures that all relevant documents and materials are properly stored, shared and archived.
[0041] In a preferred embodiment, the contract management module includes a contract template library, which provides a variety of standard contract templates and supports the creation of custom templates; the contract approval process ensures that all contracts are properly reviewed and approved before signing; the contract execution monitoring function allows the enterprise to track contract performance, including the completion of milestone events and any contract changes; the contract archiving system ensures that all contract documents are archived in accordance with specified standards.
[0042] In a preferred embodiment, the financial management module manages the financial activities of the enterprise through a series of functions; the budget preparation and control function helps the enterprise set financial goals, monitor actual expenditures, and adjust the budget to cope with changes; accounts receivable management tracks all sales invoices to ensure timely collection and reduce bad debts; accounts payable management processes supplier invoices, arranges payments, and maintains good supplier relationships; the expense reimbursement system simplifies the employee reimbursement process and provides online submission, approval and payment functions; financial reporting and analysis tools generate various financial statements, including income statements, balance sheets and cash flow statements, and provide financial ratio analysis to help enterprises make wise financial decisions.
[0043] In a preferred embodiment, the system integration module includes a data integration tool for unifying the format of data from different systems and updating them synchronously; interface management ensures that communication between all modules is standardized and secure; process automation tools help enterprises automate repetitive business processes and improve efficiency; in addition, the system integration module also provides data mapping and conversion functions to ensure that data is correctly transmitted between different systems, while supporting customized development to meet the specific integration needs of the enterprise.
[0044] In a preferred embodiment, the supply chain management module includes supplier evaluation, classification and performance monitoring to ensure the stability and quality of the supply chain; the procurement management tool helps enterprises create purchase requests, generate purchase orders, and communicate with suppliers; the inventory management function monitors inventory levels, predicts demand, and avoids excess or out-of-stock; logistics management involves the optimization of transportation, warehousing and distribution; and the supply chain analysis tool provides key performance indicator reports.
[0045] In a preferred embodiment, the human resources management module includes recruitment, employee management, compensation, training and development; the recruitment management function helps companies post positions, screen resumes, arrange interviews and ultimately hire suitable talents; employee information management maintains employees' personal data, contracts, job changes and performance records; compensation and benefits management ensures accurate calculation and timely payment of employee compensation, while managing benefit plans; the training and development part provides online training courses, career development plans and personal learning paths; performance management tools help managers and employees set goals, conduct regular evaluations and provide feedback.
[0046] In summary, due to the adoption of the above technical solution, the beneficial effects of the present invention are:
[0047] 1. In the present invention, the project management module ensures the orderly start and execution of the design project through project planning and resource management. The project planning submodule helps the project manager and the team to clarify the project goals, scope, milestones and key deliverables, thus laying the foundation for the success of the project. The resource management submodule ensures the rational use and optimal allocation of resources during the project execution process through the effective allocation of resources such as manpower, materials, equipment and funds. This forward-looking planning and refined resource management not only improves the efficiency of project execution, but also reduces the risk of project delays and cost overruns caused by resource conflicts or shortages.
[0048] 2. In the present invention, the progress control submodule monitors the project progress in real time, promptly discovers and corrects deviations, and ensures that the project is advanced according to the established plan. The risk management submodule effectively reduces the uncertainties that may be encountered during the project execution process by identifying, evaluating and formulating countermeasures. The cost control submodule helps enterprises to accurately control project costs and avoid waste through budget formulation, cost tracking and financial analysis. The interaction of these three submodules enables the project to be completed on time within the budget while maintaining high quality standards, thereby enhancing customer satisfaction and improving the market competitiveness and profitability of the enterprise.
[0049] 3. In the present invention, the customer relationship management module enhances customer satisfaction and loyalty by maintaining customer information and improving customer service, and provides a stable customer base for the sustainable development of the enterprise; the bidding management module improves the bid winning rate and business acquisition ability through accurate market analysis and bidding strategies; the contract management module ensures the standardization and execution of the contract and reduces legal risks; the financial management module improves the financial health and return on investment of the enterprise through effective fund management and financial analysis; the system integration module realizes the consistency of data and the coherence of processes, and improves the overall operational efficiency; the report and analysis module supports the accuracy and timeliness of decision-making through real-time data and in-depth analysis; the procurement / subcontract management module reduces procurement costs and improves the overall profit margin of the project by optimizing the supply chain and cost control. The comprehensive effect of these modules not only improves the internal management level of the enterprise, but also enhances the competitiveness and adaptability of the enterprise in the market, and provides comprehensive support for the sustainable development of the enterprise. BRIEF DESCRIPTION OF THE DRAWINGS
[0050] Figure 1 is the overall system block diagram of the present invention;
[0051] Figure 2 This is a system block diagram of the project management module in the present invention. DETAILED DESCRIPTION
[0052] In order to make the purpose, technical solution and advantages of the present invention more clearly understood, the present invention is further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present invention and are not used to limit the present invention.
[0053] Reference Figure 1-2 ,
[0054] Example:
[0055] A project life cycle management system based on the design industry, which includes: customer relationship management module, bidding management module, contract management module, financial management module, project management module, system integration module, report and analysis module and procurement / subcontract management module;
[0056] The customer relationship management module is responsible for collecting customer information and triggering the activities of the bidding management module. After the bidding is successful, the contract management module takes over and generates the contract document; the contract information is then passed to the financial management module for cost estimation and control;
[0057] The project management module plans project resources, performs progress tracking and risk management according to contract requirements; the system integration module ensures unimpeded data flow between all modules; the procurement / subcontract management module performs resource procurement and subcontract coordination under the guidance of the project management module; finally, the reporting and analysis module collects data from all modules, generates key performance indicators (KPIs) and analysis reports, and provides decision support for the continuous optimization of the entire system.
[0058] The project management module is internally provided with a project planning submodule, a project execution submodule, a project monitoring submodule, a project communication submodule, a project financial management submodule and a project document management submodule;
[0059] The project planning submodule sets goals and benchmarks for the project, and its output directly guides the implementation activities of the project execution submodule; the project execution submodule performs actual operations according to the plan, and at the same time, the project monitoring submodule tracks the project execution in real time, compares the planning goals, and ensures that the project proceeds as planned; the project communication submodule acts as a bridge to connect all modules to ensure that information is effectively transmitted within the project team and with external stakeholders; the project financial management submodule provides a budget according to the project plan, monitors the actual expenditure during the execution process, and shares financial data with the project monitoring submodule to assess the health of the project; the project document management submodule is responsible for recording and storing all documents and materials from planning, execution, monitoring and communication, providing a basis for project management and decision-making. These modules are interdependent and together constitute a closed-loop project management process.
[0060] The formula for calculating resource requirements in the project planning submodule is:
[0061] R=Σ(r_i*d_i)
[0062] Where R represents the total resource demand
[0063] r_i represents the unit demand of the i-th resource
[0064] d_i represents the unit time demand of the i-th resource
[0065] Σ represents the summation symbol, which means the demand for all resources is accumulated;
[0066] The project execution submodule assigns project tasks to team members and monitors project progress to ensure that it is carried out as planned. It also implements quality assurance measures to ensure that project outputs meet standards;
[0067] The critical path calculation of the project execution submodule includes:
[0068] Formula: ES = EF = LS = LF = 0; for the starting activity;
[0069] ES_j = max{LS_i + D_i}; for all immediate predecessor activities i;
[0070] LS_j = min{EF_i}; for all subsequent activities i;
[0071] in:
[0072] ES represents the earliest start time; EF represents the earliest finish time; LS represents the latest start time; LF represents the latest finish time; D_i represents the duration of activity i; max represents the maximum value function; min represents the minimum value function
[0073] The project monitoring submodule identifies, evaluates and responds to project risks, and records, analyzes and resolves problems that arise in the project, while processing requests for changes in project scope, time, cost or resources;
[0074] The risk quantification calculation formula of the project monitoring submodule is:
[0075]
[0076] in: represents the expected risk value; P_i represents the probability of occurrence of the ith risk event; I_i represents the impact of the ith risk event; Σ is the summation symbol, indicating the accumulation of the expected impact of all risk events
[0077] The project communication submodule includes: Communication plan: formulate project communication strategy and plan. Information distribution: ensure that project information is communicated to relevant parties in a timely and accurate manner. Meeting management: organize and record project meetings and decisions.
[0078] The project financial management submodule specifically includes: Cost estimation: predicting the total cost of the project. Cost control: monitoring project expenditures to ensure that the budget is not exceeded. Financial reporting: generating a project financial status report.
[0079] The cost deviation calculation formula of the project financial management submodule is:
[0080] CV = EV-AC;
[0081] Where CV stands for cost variance, EV stands for earned value, which is the budgeted value of work completed as planned, and AC stands for actual cost;
[0082] The calculation formula for the progress deviation of the project financial management submodule is:
[0083] SV=EV-PV
[0084] Among them: SV represents the progress deviation; PV represents the planned value, that is, the budget value of the work to be completed within the plan;
[0085] The project document management submodule includes: Document creation: writing and maintaining project documents. Document storage: ensuring the safe storage and easy retrieval of documents. Knowledge management: collecting and sharing experience and knowledge during the project process.
[0086] The internal structure of the customer relationship management module includes:
[0087] Customer information management: Personal information records: including name, position, contact information, company information, etc. Customer classification and labeling: Classification and labeling management based on customer attributes and behaviors. Customer interaction history: Record all communication records such as phone calls, emails, meetings, social interactions, etc. Customer feedback collection: Collect customer feedback through questionnaires, interviews, etc.
[0088] Sales opportunity management: Sales funnel: visualize the sales process and track the process of converting potential customers into actual sales. Opportunity scoring: score sales opportunities based on customer information and market data. Follow-up task allocation: automatically assign follow-up tasks to sales representatives and set reminders.
[0089] Marketing Automation: Marketing Campaign Management: Plan, execute and analyze the effectiveness of marketing campaigns. Email Marketing: Integrate email services to send personalized marketing emails. Customer Segmentation: Segment the market based on customer characteristics and behaviors and implement precision marketing.
[0090] Customer Service Support: Service Request Management: Receive, categorize and respond to customer service requests. Knowledge Base: Build a knowledge base of frequently asked questions and solutions for customer service and customers. Customer Satisfaction Survey: Conduct satisfaction surveys regularly to monitor service quality.
[0091] The bid management module provides enterprises with an end-to-end solution from opportunity identification to bid submission. The module allows enterprises to record and track all bidding opportunities, including details of potential projects, deadlines and budgets. The bid preparation tool provides bid templates, collaborative editing and version control functions so that team members can collaborate efficiently to complete bids. The bid risk assessment tool helps enterprises identify and evaluate the risks that may be encountered during the bidding process, so as to develop corresponding mitigation strategies. Bidding document management ensures that all relevant documents and materials are properly stored, shared and archived. Finally, the bid result analysis function helps enterprises summarize the reasons for the success or failure of the bid, providing valuable experience and data support for future bidding activities.
[0092] The contract management module provides enterprises with a centralized and efficient contract lifecycle management platform. The module contains a contract template library, provides a variety of standard contract templates, and supports the creation of custom templates. The contract approval process ensures that all contracts are properly reviewed and approved before signing. The contract execution monitoring function allows enterprises to track contract performance, including the completion of milestone events and any contract changes. The contract archiving system ensures that all contract documents are archived in accordance with specified standards for future retrieval and auditing. Data analysis tools are used to monitor contract performance and provide contract revenue forecasts, expenditure analysis and risk management.
[0093] The financial management module is the core of the financial health of an enterprise. It manages the financial activities of an enterprise through a series of functions. The budget preparation and control function helps enterprises set financial goals, monitor actual expenditures, and adjust budgets to cope with changes. Accounts receivable management tracks all sales invoices to ensure timely collection and reduce bad debts. Accounts payable management handles supplier invoices, arranges payments, and maintains good supplier relationships. The expense reimbursement system simplifies the employee reimbursement process and provides online submission, approval and payment functions. Financial reporting and analysis tools generate various financial statements, including income statements, balance sheets, and cash flow statements, and provide financial ratio analysis to help enterprises make wise financial decisions.
[0094] The system integration module is the heart of the full lifecycle management platform. It connects different modules and data sources through technical means to ensure smooth information flow throughout the system. The module includes data integration tools to unify the format of data from different systems and update them synchronously. Interface management ensures that communication between all modules is standardized and secure. Process automation tools help companies automate repetitive business processes and improve efficiency. In addition, the system integration module also provides data mapping and conversion functions to ensure that data is correctly transmitted between different systems, while supporting customized development to meet the company's specific integration needs.
[0095] The supply chain management module is responsible for optimizing the company's supply chain operations, from procurement to product delivery. Supplier management functions include supplier evaluation, classification and performance monitoring to ensure the stability and quality of the supply chain. Procurement management tools help companies create purchase requests, generate purchase orders, and communicate with suppliers. Inventory management functions monitor inventory levels, predict demand, and avoid excess or out-of-stock. Logistics management involves the optimization of transportation, warehousing and distribution. Supply chain analysis tools provide key performance indicators (KPIs) reports to help companies identify cost-saving opportunities and improve supply chain efficiency.
[0096] The human resource management module is a key support for the enterprise's talent strategy. It covers multiple aspects such as recruitment, employee management, compensation, training and development. The recruitment management function helps enterprises post positions, screen resumes, arrange interviews and finally hire suitable talents. Employee information management maintains employees' personal data, contracts, job changes and performance records. Compensation and benefits management ensures accurate calculation and timely payment of employee compensation, while managing benefit plans. The training and development section provides online training courses, career development planning and personal learning paths. Performance management tools help managers and employees set goals, conduct regular evaluations and provide feedback to promote personal and organizational growth.
[0097] In the present invention, the project management module ensures the orderly start and execution of the design project through project planning and resource management. The project planning submodule helps the project manager and the team to clarify the project goals, scope, milestones and key deliverables, thereby laying the foundation for the success of the project. The resource management submodule ensures the rational use and optimal allocation of resources during the project execution process through the effective allocation of resources such as manpower, materials, equipment and funds. This forward-looking planning and refined resource management not only improves the efficiency of project execution, but also reduces the risk of project delays and cost overruns caused by resource conflicts or shortages.
[0098] In the present invention, the progress control submodule monitors the project progress in real time, promptly discovers and corrects deviations, and ensures that the project is advanced according to the established plan. The risk management submodule effectively reduces the uncertainties that may be encountered during the project execution process by identifying, evaluating and formulating countermeasures. The cost control submodule helps enterprises to accurately control project costs and avoid waste through budget formulation, cost tracking and financial analysis. The interaction of these three submodules enables the project to be completed on time within the budget while maintaining high quality standards, thereby enhancing customer satisfaction and improving the market competitiveness and profitability of the enterprise.
[0099] In summary, the project management module provides strong support for the project life cycle management system based on the design industry through the close collaboration of its internal sub-modules. It not only improves the efficiency and quality of project execution, but also enhances the business continuity and financial stability of the enterprise through effective risk and cost control, laying a solid foundation for the long-term development of the enterprise.
[0100] In the present invention, the customer relationship management module enhances customer satisfaction and loyalty by maintaining customer information and improving customer service, and provides a stable customer base for the sustainable development of the enterprise; the bidding management module improves the bid winning rate and business acquisition ability through accurate market analysis and bidding strategies; the contract management module ensures the standardization and execution of the contract and reduces legal risks; the financial management module improves the financial health and return on investment of the enterprise through effective fund management and financial analysis; the system integration module realizes the consistency of data and the coherence of processes, and improves the overall operational efficiency; the report and analysis module supports the accuracy and timeliness of decision-making through real-time data and in-depth analysis; the procurement / subcontract management module reduces procurement costs and improves the overall profit rate of the project by optimizing the supply chain and cost control. The comprehensive effect of these modules not only improves the internal management level of the enterprise, but also enhances the competitiveness and adaptability of the enterprise in the market, and provides comprehensive support for the sustainable development of the enterprise.
[0101] It should be noted that, in this article, relational terms such as first and second, etc. are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Moreover, the term "comprise" or any other variant thereof is intended to cover non-exclusive inclusion, so that a process, method, article or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or device. In the absence of further restrictions, the elements defined by the sentence "comprise a ..." do not exclude the existence of other identical elements in the process, method, article or device including the elements.
[0102] The above description enables those skilled in the art to implement or use the present invention. Various modifications to these embodiments will be apparent to those skilled in the art, and the general principles defined herein may be implemented in other embodiments without departing from the spirit or scope of the present invention. Therefore, the present invention will not be limited to the embodiments shown herein, but will conform to the widest scope consistent with the principles and novel features disclosed herein.
Claims
1. A project life cycle management system based on the design industry, characterized by: The system includes: customer relationship management module, bidding management module, contract management module, financial management module, project management module, system integration module, report and analysis module and procurement / subcontract management module; The customer relationship management module is responsible for collecting customer information and triggering the activities of the bidding management module. After the bidding is successful, the contract management module takes over and generates the contract document; the contract information is then passed to the financial management module for cost estimation and control; The project management module plans project resources, performs progress tracking and risk management according to contract requirements; The system integration module ensures unimpeded data flow between all modules; The procurement / subcontract management module performs resource procurement and subcontract coordination under the guidance of the project management module; The reporting and analysis module collects data from all modules, generates key performance indicators and analysis reports, and provides decision support for the continuous optimization of the entire system.
2. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The project management module is internally provided with a project planning submodule, a project execution submodule, a project monitoring submodule, a project communication submodule, a project financial management submodule and a project document management submodule; The project planning submodule sets goals and benchmarks for the project, and its output directly guides the implementation activities of the project execution submodule; The project execution submodule performs actual operations according to the plan. The project monitoring submodule tracks the project execution in real time, compares it with the planned goals, and ensures that the project proceeds as planned. The project communication submodule acts as a bridge to connect all modules to ensure effective information transmission within the project team and with external stakeholders. The project financial management submodule provides a budget according to the project plan, monitors actual expenditures during execution, and shares financial data with the project monitoring submodule to assess the health of the project. The project document management submodule is responsible for recording and storing all documents and materials from planning, execution, monitoring and communication, providing a basis for project management and decision-making.
3. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The formula for calculating resource requirements in the project planning submodule is: R = Σ(r_i*d_i); Where R represents the total resource demand; r_i represents the unit demand of the i-th resource; d_i represents the unit time demand of the i-th resource; Σ represents the summation symbol, indicating the accumulation of the demand for all resources; The project execution submodule assigns project tasks to team members and monitors project progress to ensure that it is carried out as planned; at the same time, quality assurance measures are implemented to ensure that project outputs meet standards; The critical path calculation of the project execution submodule includes: Formula: ES = EF = LS = LF = 0; for the starting activity; ES_j = max{LS_i + D_i}; for all immediate predecessor activities i; LS_j = min{EF_i}; for all subsequent activities i; Among them: ES represents the earliest start time; EF represents the earliest finish time; LS represents the latest start time; LF represents the latest finish time; D_i represents the duration of activity i; max represents the maximum value function; min represents the minimum value function; The project monitoring submodule identifies, evaluates and responds to project risks, and records, analyzes and resolves problems that arise in the project, while processing requests for changes in project scope, time, cost or resources; The risk quantification calculation formula of the project monitoring submodule is: in: represents the expected risk value; P_i represents the probability of occurrence of the ith risk event; I_i represents the impact of the ith risk event; Σ is the summation symbol, indicating the accumulation of the expected impact of all risk events The project communication submodule includes: communication plan: formulate project communication strategy and plan; information distribution: ensure that project information is communicated to relevant parties in a timely and accurate manner; meeting management: organize and record project meetings and decisions; The project financial management submodule specifically includes: cost estimation: predicting the total cost of the project; cost control: monitoring project expenditures to ensure that they do not exceed the budget; financial reporting: generating a project financial status report; The cost deviation calculation formula of the project financial management submodule is: CV = EV-AC; Where CV stands for cost variance, EV stands for earned value, which is the budgeted value of work completed as planned, and AC stands for actual cost; The calculation formula for the progress deviation of the project financial management submodule is: SV = EV-PV; Among them: SV represents the schedule deviation; PV represents the planned value, that is, the budget value of the work completed within the plan; The project document management submodule includes: document creation: writing and maintaining project documents; document storage: ensuring the safe storage and easy retrieval of documents; knowledge management: collecting and sharing experience and knowledge during the project process.
4. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The internal structure of the customer relationship management module includes: Customer information management, specifically including: Personal information records: including name, position, contact information, company information; Customer classification and labeling: Classification and labeling management based on customer attributes and behaviors; Customer interaction history: Record all communication records of phone calls, emails, meetings, and social interactions; Customer feedback collection: Collect customer feedback through questionnaires and interviews; Sales opportunity management, including: Sales funnel: visualize the sales process and track the process of converting potential customers into actual sales; Opportunity scoring: score sales opportunities based on customer information and market data; Follow-up task allocation: automatically assign follow-up tasks to sales representatives and set reminders; Marketing automation, including: Marketing campaign management: planning, executing and analyzing the effectiveness of marketing campaigns; Email marketing: integrating email services to send personalized marketing emails; Customer segmentation: segmenting the market based on customer characteristics and behaviors to implement precision marketing; Customer service support, specifically including: Service request management: receiving, classifying and responding to customer service requests; Knowledge base: establishing a knowledge base of frequently asked questions and solutions for use by customer service and customers; Customer satisfaction surveys: conducting regular satisfaction surveys to monitor service quality.
5. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The bid management module allows enterprises to record and track all bidding opportunities, including details of potential projects, deadlines and budgets; the bid preparation tool provides bid templates, collaborative editing and version control functions so that team members can collaborate efficiently to complete bids; the bid risk assessment tool helps enterprises identify and evaluate the risks that may be encountered during the bidding process, so as to formulate corresponding mitigation strategies; Tender document management ensures that all relevant documents and materials are properly stored, shared and archived.
6. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The contract management module includes a contract template library, provides a variety of standard contract templates, and supports the creation of custom templates; The contract approval process ensures that all contracts are properly reviewed and approved before signing; The contract execution monitoring function allows enterprises to track contract performance, including the completion of milestone events and any contract changes; the contract archiving system ensures that all contract documents are archived in accordance with specified standards.
7. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The financial management module manages the financial activities of the enterprise through a series of functions; the budget preparation and control function helps the enterprise set financial goals, monitor actual expenditures, and adjust the budget to cope with changes; Accounts receivable management tracks all sales invoices to ensure timely collection and reduce bad debts; Accounts payable management processes supplier invoices, arranges payments, and maintains good supplier relationships; The expense reimbursement system simplifies the employee reimbursement process and provides online submission, approval and payment functions; the financial reporting and analysis tools generate various financial statements, including income statements, balance sheets and cash flow statements, and provide financial ratio analysis to help companies make wise financial decisions.
8. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The system integration module includes data integration tools for unifying the format of data from different systems and updating them synchronously; interface management ensures that communication between all modules is standardized and secure; process automation tools help enterprises automate repetitive business processes and improve efficiency; in addition, the system integration module also provides data mapping and conversion functions to ensure that data is correctly transmitted between different systems, while supporting customized development to meet the specific integration needs of enterprises.
9. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The supply chain management module includes supplier evaluation, classification and performance monitoring to ensure the stability and quality of the supply chain; the procurement management tool helps enterprises create purchase requests, generate purchase orders, and communicate with suppliers; Inventory management functions monitor inventory levels, predict demand, and avoid overstocking or out-of-stock; logistics management involves the optimization of transportation, warehousing and distribution; supply chain analysis tools provide key performance indicator reports.
10. The project life cycle management system based on the design industry as claimed in claim 1, characterized in that: The human resources management module includes recruitment, employee management, compensation, training and development. The recruitment management function helps companies post positions, screen resumes, arrange interviews and ultimately hire suitable talents. Employee information management maintains employees' personal data, contracts, job changes and performance records. Compensation and benefits management ensures accurate calculation and timely payment of employee salaries, while managing welfare plans. The training and development section provides online training courses, career development plans and personal learning paths. Performance management tools help managers and employees set goals, conduct regular evaluations and provide feedback.
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CN121581793A