System based on overseas online investment attracting service platform

Abstract

The invention relates to an overseas online investment attracting service platform, and aims to improve the investment attracting efficiency of an enterprise in an overseas market and optimize customer expansion and project management processes by integrating multiple functional modules. Comprising an information issuing module which is used for issuing investment attracting information and supporting multi-language and multimedia content display; the overseas customer expansion module is used for identifying potential overseas customer groups through data analysis and expanding customers through multi-channel marketing; the investment attraction management module is used for managing the whole process of an investment attraction project, including task allocation, communication record storage and progress monitoring; the investment attraction project evaluation and tracking module is used for evaluating the potential and risk of the investment attraction project and tracking the project progress in real time; the cooperation management module is used for managing the whole process of investment attraction cooperation, including cooperation intention confirmation, contract generation, document sharing and the like; and the cost accounting module is used for generating a cost report according to the project data and providing dynamic input-output analysis.

Description

Technical Field

[0001] The present invention relates to an overseas online investment service platform, and specifically to a technical solution for realizing global investment information management, customer development, project management, cooperation management and data analysis by integrating multiple functional modules. Background Art

[0002] With the advancement of globalization, more and more companies are entering overseas markets and engaging in cross-border investment promotion. Traditional investment promotion methods often rely on offline events and manual communication, which are inefficient, lack real-time performance, and make it difficult to accurately track and manage multiple investment projects. While some existing online platforms provide information dissemination and customer management functions, most systems focus on a single aspect and lack comprehensive project management, customer development, cost control, and data analysis capabilities. Therefore, how to improve the efficiency and accuracy of overseas investment promotion through technological means has become a pressing issue facing companies. Summary of the Invention

[0003] This paper proposes a system based on an online overseas investment promotion service platform, designed to help companies improve investment promotion efficiency in overseas markets, optimize investment promotion management processes, reduce risks, and achieve refined management. The system includes an information release module, an overseas customer development module, an investment promotion management module, an investment promotion project evaluation and tracking module, a cooperation management module, a cost accounting module, and a data analysis and tracking module. The following is a detailed description of the functions of each module.

[0004] Information release module

[0005] The information release module is responsible for the global dissemination of corporate investment promotion information, supporting multilingual and multimedia content presentation. Through backend management, this module enables the creation and editing of multiple versions of investment promotion announcements, including text, images, videos, and audio files, ensuring effective dissemination of information to potential customers in different countries and regions. Furthermore, this module features an announcement push function, supporting scheduled and real-time announcement push based on time zone, language, or country, ensuring that users in different regions receive investment promotion information immediately. Furthermore, this module manages content review and approval processes to ensure the accuracy and consistency of published information.

[0006] Overseas customer development module

[0007] The overseas customer development module uses data analysis technology to help companies identify and expand potential overseas customer groups. Equipped with big data mining and analysis capabilities, the module can automatically identify customers with investment potential using data such as search records, market trends, and customer attributes. In addition, the module supports multi-channel precision marketing, including pushing personalized investment promotion information to target customers through social media platforms (Facebook, LinkedIn), email blasts, etc., and recording customer interactions and feedback. By analyzing customer feedback data, the module can help companies optimize investment promotion strategies and achieve more targeted customer development. The module also supports the automatic generation of customer interest tags to facilitate follow-up on subsequent investment promotion activities and customer relationship management.

[0008] Investment Management Module

[0009] The investment promotion management module provides full-process management functions for investment promotion projects, including project establishment, task allocation, progress tracking, and communication record management. The module supports the gradual decomposition of projects and the dynamic allocation of tasks. It can assign different tasks to relevant investment promotion team members and provide real-time visual display of project progress. Through the progress tracking function, the module can automatically update the latest status of the project, mark the completion status of tasks, and help project leaders understand the completion status of each stage at any time. The communication record function can store detailed information of each customer communication, including communication content, time, participants, etc., to facilitate subsequent tracking. In addition, the module supports reminder functions, which can set completion deadlines for different tasks, remind relevant personnel in advance to avoid task delays, and improve project promotion efficiency.

[0010] Investment project evaluation and tracking module

[0011] The investment project assessment and tracking module is responsible for analyzing and evaluating the potential benefits and risks of investment projects, and provides real-time project progress tracking. The module generates a project potential assessment report by analyzing historical project data, current market dynamics, and project funding, including quantitative scores of market opportunities, potential returns, and project risks. Through data visualization tools, the module can intuitively display key project data, such as capital flow, resource allocation, and the completion of phased goals. During the project tracking process, the module can provide real-time early warning of emerging risks, such as market fluctuations and capital overspending, and prompt users to make risk adjustments. The core of this module is to provide companies with real-time project assessment reports to help decision makers make accurate judgments on the potential and risks of projects at different stages.

[0012] Cooperation Management Module

[0013] The Cooperation Management Module provides comprehensive management of the cooperation process within investment projects, from the establishment of cooperation intentions to the final signing of contracts. The module supports the cooperation intention confirmation process, including the submission of cooperation requests, online confirmation by both parties, and the preliminary setting of cooperation goals. The document sharing function ensures the secure sharing of relevant documents, allowing users to store and view documents online, avoiding the tedious offline exchange of documents. At the same time, the module supports the automated generation of electronic contracts and provides an electronic signature function, helping both parties to complete the signing process safely and quickly. Furthermore, the module integrates data encryption and access control functions to ensure the security of all cooperation information during data storage and transmission.

[0014] Cost accounting module

[0015] The cost accounting module focuses on the financial management of investment projects, automatically generating cost reports and conducting dynamic cost analysis. The module receives and analyzes various expenditure information of the project, including labor costs, material costs, marketing expenses, etc., and generates detailed cost reports in real time. The module supports dynamic input-output ratio (ROI) analysis to help companies adjust cost inputs at different investment stages to optimize financial benefits. In addition, the module provides a financial early warning function to remind companies of project expenditures that exceed the budget, helping managers to control and adjust funds in a timely manner. At the same time, the module can generate a full-cycle cost analysis report after the project is completed, providing data reference for subsequent projects.

[0016] Data analysis and tracking module

[0017] The Data Analysis and Tracking module monitors key indicators of investment projects in real time, generating trend analysis and data reports to support companies' investment decisions. Integrating intelligent data analysis algorithms, this module extracts patterns from historical project data and predicts future investment market trends. The module automatically generates project performance reports covering key metrics such as customer growth rate, return rate, and market share, making it easier for companies to analyze the actual effectiveness of their projects. Based on the analysis results, the module provides optimization recommendations, such as resource reallocation and promotion strategy adjustments, helping companies dynamically adjust their investment strategies based on real-time data, thereby improving the overall effectiveness and market competitiveness of investment projects.

[0018] Beneficial effects

[0019] The present invention achieves efficient, accurate and transparent management of overseas investment promotion activities by integrating multiple modules such as information release, customer development, project management, cooperation management, cost accounting and data analysis. Specific beneficial effects include:

[0020] Improve the global coverage and dissemination efficiency of investment promotion information

[0021] The information release module supports multi-language and multimedia display, ensuring that investment promotion information can cover global target markets. The scheduled push and real-time update functions improve the accuracy and efficiency of information dissemination, enabling companies to attract potential overseas customers more quickly.

[0022] Accurate customer identification and development

[0023] The overseas customer development module uses big data analysis and multi-channel marketing to accurately target customer groups. The automated customer feedback recording function helps companies quickly understand market demand and optimize investment strategies, thereby saving costs and increasing reach in customer development.

[0024] Comprehensive project management and transparent progress tracking

[0025] The investment promotion management module realizes the full-process management of investment promotion projects, from project establishment to task allocation, progress tracking and communication records, etc., ensuring the transparency and visibility of project progress, improving team collaboration efficiency, reducing communication costs, and avoiding task omissions and progress delays.

[0026] Efficient project risk assessment and dynamic tracking

[0027] The investment project evaluation and tracking module provides real-time project evaluation and risk analysis at different stages. The data visualization display enables enterprises to intuitively understand the potential returns and risks of the project, helping decision makers to adjust project strategies in a timely manner and reduce operational risks caused by uncertainty.

[0028] Safe and convenient cooperation process management

[0029] The cooperation management module supports functions such as confirmation of cooperation intention, contract generation, electronic signature and document encryption storage, ensuring that the cooperation process is safe, fast and compliant, avoiding the inconvenience and security risks caused by paper documents, and improving the overall efficiency and security of investment cooperation.

[0030] Real-time cost control and financial management

[0031] The cost accounting module generates real-time financial statements and input-output ratio analysis to help companies effectively manage investment attraction costs. The cost early warning function allows companies to promptly identify overspending and make adjustments, thereby optimizing the costs of investment attraction projects.

[0032] Accurate decision support based on data analysis

[0033] The data analysis and tracking module monitors and analyzes key project indicators in real time, generating trend forecasts and performance reports to help companies make informed decisions during the investment promotion process. Dynamic optimization recommendations provide real-time support for companies' investment promotion strategies, enabling them to gain a more advantageous position in the market and promote sustainable development of their projects. BRIEF DESCRIPTION OF THE DRAWINGS

[0034] The present invention will be further described below with reference to the accompanying drawings.

[0035] Figure 1 It is the flow chart of information release module;

[0036] Figure 2 It is the flow chart of overseas customer development module;

[0037] Figure 3 It is the flow chart of investment promotion management module;

[0038] Figure 4 This is the flow chart of the investment project evaluation and tracking module;

[0039] Figure 5 It is the flow chart of the cooperation management module;

[0040] Figure 6 It is the cost accounting module flow chart;

[0041] Figure 7 It is the flow chart of data analysis and tracking module. DETAILED DESCRIPTION

[0042] In order to make the technical means, creative features, objectives and effects achieved by the present invention easier to understand, the present invention is further described below in conjunction with specific implementation methods.

[0043] Example:

[0044] Information release module

[0045] The information release module is responsible for the global, multilingual dissemination of corporate investment promotion information. The backend management system allows users to create and edit investment promotion announcements, including inputting basic text and uploading images and videos. Administrators can add tags and keywords to each announcement, allowing customers to filter and search based on specific criteria. This module offers multilingual support, allowing users to select target countries for release. The system automatically translates the announcement content based on pre-set language templates to ensure accurate communication to customers in different language regions.

[0046] The information release module includes a scheduled push notification feature, allowing administrators to set the release time and target regions for announcements. The system automatically publishes the announcement at the specified time and sends push notifications to potential clients. After the announcement is published, the system supports real-time editing and updating to accommodate changes in investment promotion information. The platform also integrates social media sharing functionality, allowing administrators to share announcements to other social media platforms with a single click, further expanding the reach of information dissemination.

[0047] Overseas customer development module

[0048] The Overseas Customer Development module leverages big data analytics and precision marketing technologies to help companies expand their reach and attract potential customers in overseas markets. Based on a company's customer profile and historical market data, this module uses data mining algorithms to identify customer groups of interest. Specifically, the system automatically generates interest tags based on indicators such as browsing history, interaction frequency, and social media behavior, and matches them with potential customers.

[0049] The module's marketing features include bulk emails and social media outreach. Users can design promotional plans with diverse content, targeting relevant clients based on their region, industry, and interests. The system records customer feedback data, including click-through rates, response rates, and page view time, and generates detailed customer feedback reports. Through these analysis reports, companies can evaluate marketing effectiveness and optimize their investment strategies. The module also automatically assigns customer tiers, such as high-potential and under-observation, to prioritize subsequent investment promotion activities.

[0050] Investment Management Module

[0051] The Investment Promotion Management module manages the entire investment promotion project lifecycle, including project initiation, task breakdown, progress tracking, and communication record keeping. During the project initiation phase, companies can use this module to fill in project information such as project name, expected objectives, implementation location, and budget. They can also create a task list for the project and assign it to the responsible team members.

[0052] The progress tracking feature displays project progress in real time using Gantt charts or progress bars. Team members can update task status upon completion, and the system automatically calculates the completion progress and updates it to the project overview. The module also provides communication record management, chronologically archiving all communications between team members and clients, including text records, audio conferences, and file exchanges. Companies can review historical communication records after the project is completed to ensure information traceability. The system also supports automatic reminders, allowing you to set deadlines and progress milestones for different tasks, reminding relevant personnel to complete them on time and avoid project delays.

[0053] Investment project evaluation and tracking module

[0054] The Investment Project Assessment and Tracking module analyzes project potential and risks in real time and tracks project dynamics. By analyzing historical project data and current market data, the module calculates key indicators such as the project's market opportunity score, expected returns, and potential risks, providing companies with detailed project assessment reports.

[0055] The module uses data visualization to present project evaluation results in the form of charts or schedules, allowing companies to intuitively understand the project's strengths and potential risks. During project execution, the module monitors key milestones. When market fluctuations or project funding overruns occur, the module triggers risk alerts, notifying the project leader via text message or email, enabling companies to take timely countermeasures. The module also generates regular project evaluation reports, allowing project members to review the latest project status and market feedback at any time, providing data support for decision-making.

[0056] Cooperation Management Module

[0057] The Cooperation Management module manages the entire process of project collaboration, from confirmation of cooperation intention to contract signing. Once a cooperation intention is reached, the company can use the module to generate a cooperation plan. Once both parties confirm the agreement, the module automatically enters the contract drafting phase.

[0058] The system integrates a templated electronic contract generation function. Users can fill in the cooperation terms, payment conditions, responsibilities of both parties, etc. in the contract template, and generate an electronic contract after completion. The platform supports electronic signature function. Both parties can complete the signing of the contract through the system, avoiding the inconvenience caused by signing a paper contract. After the contract is signed, the contract file will be automatically saved to the system, and the security of the data will be ensured through encrypted storage technology. The cooperation management module also provides permission control functions, allowing enterprises to set file viewing, editing, and downloading permissions for users with different permissions to ensure the security of sensitive information. After the cooperation stage ends, the module supports the generation of a cooperation summary report, archiving important records of the cooperation process, and providing data support for subsequent cooperation.

[0059] Cost accounting module

[0060] The Cost Accounting module provides detailed financial management capabilities for investment projects, including dynamic costing and budget analysis. By inputting data such as labor costs, material costs, and promotional costs, the module generates detailed cost reports in real time, helping companies achieve precise cost control during the investment process.

[0061] The cost accounting module supports return on investment (ROI) analysis. The system automatically calculates and updates ROI based on cost data and project return data, helping companies continuously assess the efficiency of capital utilization during projects. The module also features financial early warning functionality. When a cost exceeds the budget, the system automatically issues an alert, helping companies manage costs and avoid budget overruns during project implementation. Upon project completion, the module generates a comprehensive cost analysis report, including cost distribution, benefit comparison, and ROI curves, providing data support for subsequent project financial planning.

[0062] Data analysis and tracking module

[0063] The Data Analysis and Tracking module monitors key data and analyzes trends in real time for investment projects, helping companies optimize their investment strategies and improve their projects' market performance. Using multi-dimensional data analysis techniques, the module provides real-time tracking of indicators such as project customer growth rate, market share, and conversion rate.

[0064] The system automatically generates trend forecasts, analyzes project growth potential and market trends, and displays visual charts comparing current project performance with historical data. The module also generates performance reports, allowing companies to regularly review the actual results of investment projects and receive optimization suggestions. Based on the analyzed data, the system automatically recommends strategic adjustments, such as increasing promotional efforts or adjusting target markets, helping companies flexibly respond to market changes during the investment process. The module also supports data sharing, allowing authorized team members to access data reports at any time, ensuring transparent project management.

[0065] The overseas online investment service platform proposed in this invention integrates multiple functional modules to help enterprises achieve full-process management from information release to project tracking, including:

[0066] Information Release Module: This module enables the global dissemination of multilingual investment promotion information. This module allows companies to create investment promotion announcements, upload multimedia content, and intelligently categorize them using keywords and tags. It also supports scheduled push notifications and real-time updates to ensure accurate information dissemination. Information can also be shared on other social platforms, increasing its reach and dissemination efficiency.

[0067] Overseas Customer Development Module: This module uses data analysis to identify customer groups and conduct precision marketing. This module uses big data analysis to identify potential customers, provide automated marketing push notifications and customer feedback reports, and assign customer tiers for easy follow-up, improving the accuracy and efficiency of customer development.

[0068] The Investment Management Module provides full lifecycle management for investment projects, including project initiation, task allocation, progress tracking, and communication record archiving. This module enhances project management transparency and collaboration efficiency through graphical progress displays and task reminders, while also preserving historical records to ensure information traceability.

[0069] Project Evaluation and Tracking Module: Dynamically analyzes potential project risks and returns. Through data visualization, companies can gain real-time insights into project progress and market feedback. When risks or market fluctuations arise, the system automatically issues warnings, ensuring companies can adjust project strategies promptly.

[0070] Collaboration Management Module: This module enables electronic and secure management of the collaboration process. This module supports the entire process from collaboration intent to contract signing, including electronic contract generation, signatures, and encrypted file storage, ensuring the convenience and security of collaboration. It also provides permission management and collaboration summary archiving.

[0071] Cost Accounting Module: Provides financial management and cost control for investment projects. By dynamically generating cost reports and performing ROI analysis, companies can clearly understand project costs and capital efficiency. The system also features financial early warning functionality, automatically alerting companies of overspending, helping them effectively manage project costs.

[0072] Data Analysis and Tracking Module: Monitors key metrics for investment projects and generates trend forecasts. By analyzing data such as customer growth, market share, and conversion rates, the module provides visual performance reports and strategic adjustment recommendations, enabling real-time optimization and transparency of project management.

[0073] The above modules work together to cover every aspect of investment promotion. By integrating information flow, task flow, and data flow, the system enables companies to achieve accurate information dissemination, effective customer development, efficient project management, secure and convenient collaboration, precise cost control, and scientific data analysis during overseas investment promotion. This ensures full-process optimization of investment promotion activities and enhances the company's market competitiveness and investment promotion results.

Claims

1. A system based on an overseas online investment service platform, characterized in that: include: Information publishing module, used to publish investment information and support multi-language and multimedia content display; Overseas customer development module, used to identify potential overseas customer groups through data analysis and expand customer base through multi-channel marketing; The investment promotion management module is used to manage the entire investment promotion project process, including task allocation, communication record keeping, and progress monitoring; Investment project evaluation and tracking module, used to evaluate the potential and risks of investment projects and track project progress in real time; The cooperation management module is used to manage the entire process of investment cooperation, including confirmation of cooperation intention, contract generation, document sharing, etc. Cost accounting module, used to generate cost reports based on project data and provide dynamic input-output analysis; The data analysis and tracking module is used to analyze investment project data in real time and generate trend forecasts and optimization suggestions. The information publishing module is responsible for creating and publishing investment announcements, uploading multimedia content, and setting keywords and tags. Its output information provides the overseas customer development module with accurate target customer identification and expands the scope of information dissemination through multilingual support and push functions. The overseas customer development module uses big data technology to identify potential customer groups based on the keywords and tags provided by the information release module, and pushes targeted marketing content. The generated customer data is directly connected to the investment management module to form a preliminary screening of customer classification and cooperation intentions; The cost accounting module combines the task decomposition and customer data of the investment management module to evaluate the investment and expected benefits of each project and generate cost reports. The budget and financial analysis data provided are used as reference for the investment project evaluation and tracking module to optimize resource allocation. The investment management module uses the potential customer information obtained from the overseas customer development module for task allocation and progress tracking to ensure project execution. Project data is further passed to the investment project evaluation and tracking module for dynamic monitoring and evaluation. The investment project evaluation and tracking module summarizes the task progress and market feedback of the investment management module, evaluates the project value, and guides decision-making through risk warning functions. The output evaluation results assist the cooperation management module in determining cooperation intentions and subsequent operations; Based on the results provided by the investment project evaluation module, the cooperation management module confirms the cooperation intention, generates an electronic contract, and completes the signature and encrypted storage. The cooperation data is submitted to the data analysis and tracking module for performance analysis and strategy optimization; The data analysis and tracking module summarizes and analyzes the overall system data, including information release, customer development, cost accounting, project execution and cooperation completion, and provides trend forecasts, performance evaluation and strategy optimization suggestions.

2. The system according to claim 1, wherein: Including, the information release module supports the display of multi-language versions of investment information, and ensures the real-time nature of information through the announcement push function, thereby improving the timely acquisition of investment information by global users.

3. The system according to claim 1, wherein: Including, the overseas customer development module identifies potential overseas customers through big data analysis technology, and uses multiple channels such as social media and email to reach target customers, while recording customer feedback to provide data support for subsequent investment promotion strategies.

4. The system according to claim 1, wherein: Including, the investment promotion management module provides full-process management from project initiation to execution, supports task allocation, progress monitoring and communication record keeping, and ensures efficient promotion of the project and collaborative work of investment promotion personnel.

5. The system according to claim 1, wherein: Including, the investment project evaluation and tracking module conducts real-time evaluation of the potential, risk and progress of investment projects based on historical data and market dynamics of the projects, and displays key data and progress of the projects through visualization tools.

6. The system according to claim 1, wherein: Including, the cooperation management module includes the whole process management from confirmation of cooperation intention to contract signing, providing document sharing, task management and electronic signature functions to ensure the smooth progress of the investment cooperation process and information security.

7. The system according to claim 1, wherein: Including, the cost accounting module calculates project expenditure data, generates dynamic cost reports, and provides input-output ratio analysis to help enterprises manage funds and control costs and optimize the financial benefits of investment projects.

8. The system according to claim 1, wherein: The data analysis and tracking module performs real-time analysis on the data of investment projects, generates trend forecasts and data reports, provides investment strategy optimization suggestions, and helps enterprises to carry out refined management and dynamic adjustment of investment activities.

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