A multi-source data fusion management system for the whole life cycle of a research and development project

Abstract

The application discloses a kind of full life cycle of research and development project multi-source data fusion management system, it is related to research and development project management technical field, including project management module, planning management module, data collection module, project tracking module, resource management module, report output module, item management module, management maintenance module.The full life cycle of research and development project multi-source data fusion management system, from system architecture level, constructs project control, resource collection, report output integrated architecture, effectively integrates each stage data of research and development project, realizes the full-process digital management from project establishment to item by introducing workflow engine, ETL tool, BI tool, ensures the real-time circulation and sharing of project data, which not only greatly improves the efficiency and quality of project management, but also significantly reduces project risk and cost.

Description

Technical Field

[0001] This invention relates to the field of R&D project management technology, specifically a multi-source data fusion management system for the entire lifecycle of R&D projects. Background Technology

[0002] In current R&D project management, with continuous technological advancements and increasingly fierce market competition, the complexity and diversity of R&D projects have significantly increased. Traditional R&D project management methods often rely on manual operations and fragmented system tools, resulting in project data being scattered across various departments and systems, making it difficult to form a unified and comprehensive project view. This data fragmentation not only increases the difficulty and cost of project management but also reduces the accuracy and efficiency of project decision-making.

[0003] Specifically, several significant problems exist in existing R&D project management. First, project data flows poorly between different stages, including project initiation, planning, execution, monitoring, and closure, resulting in severe information silos and making it difficult for project managers to grasp the overall progress and potential risks of the project in real time. Second, due to the lack of unified data standards and integration mechanisms, data from different sources often suffers from inconsistent formats and semantics, further exacerbating the difficulty of data integration. Furthermore, most existing systems focus on managing data from single stages or specific types of data, lacking the comprehensive management and analysis capabilities for data throughout the entire project lifecycle.

[0004] While some patent documents and technical solutions have attempted to address these issues, they often focus on specific aspects or partial processes, failing to construct a comprehensive and integrated data management system for the entire lifecycle of R&D projects at the system architecture level. For example, some solutions may only focus on monitoring project progress or managing resources, neglecting key aspects such as data fusion and report output, or while proposing the concept of data fusion, they lack specific and feasible technical implementation paths. Summary of the Invention

[0005] The purpose of this invention is to provide a multi-source data fusion management system for the entire lifecycle of R&D projects, in order to solve the problems mentioned in the background art.

[0006] To achieve the above objectives, the present invention provides the following technical solution: a multi-source data fusion management system for the entire lifecycle of a research and development project, comprising: Project Initiation Management Module: Responsible for the application and approval process management of R&D projects. It automates the project initiation process through a workflow engine, and integrates functions such as basic project information entry and approval opinion collection to ensure that projects are in line with the company's strategic direction and resource conditions. Planning and Management Module: Responsible for developing project plans, including task breakdown, timeline, and resource allocation, to provide guidance for project execution; Data collection module: Responsible for collecting project data from different sources (such as ERP, CRM, testing systems, etc.), and cleaning, transforming and integrating it; Project tracking module: Responsible for tracking project progress, monitoring project risks, and ensuring that projects proceed smoothly as planned; Resource Management Module: Responsible for managing the human, material, and financial resources required for the project, ensuring the rational allocation and efficient utilization of resources; Report output module: Responsible for generating project status reports, performance analysis reports, etc., to provide data support for project decision-making; Project completion management module: responsible for project completion review, deliverable archiving and experience summary, providing functions such as project completion application process, collection of review comments, deliverable uploading and archiving, to ensure the successful completion of the project; Management and Maintenance Module: Responsible for system maintenance work such as user management, access control, data backup and recovery.

[0007] Furthermore, the planning and management module employs project management software tools, supporting visualization tools such as Gantt charts and PERT charts for project planning. In the Gantt chart, each project task is displayed as a bar chart, with the length of the task bar representing its duration and its position indicating the start and end times. Arrows or lines represent dependencies between tasks, such as prerequisite tasks and subsequent tasks, helping the project team clearly understand the logical sequence between tasks. The PERT chart displays project tasks and their interrelationships in the form of a network diagram, using nodes to represent tasks and arrows to represent dependencies between tasks, forming a project network. In actual operation, PERT charts are used for critical path analysis, automatically calculating the longest path in the project (i.e., the critical path), helping the project team identify key factors affecting the overall project duration.

[0008] Furthermore, the data collection module periodically or in real time triggers data acquisition tasks, utilizes ETL (Extract, Transform, Load) tools or data integration platforms to achieve unified processing of multi-source heterogeneous data, and stores the processed data in a central data warehouse for subsequent analysis.

[0009] Furthermore, the project tracking module automatically calculates the critical path and milestone achievement status of the project based on the task progress updated regularly by team members, issues warnings for tasks that deviate from the plan, and integrates tools such as project management dashboards and risk warning systems to display project status and risk information in real time.

[0010] Furthermore, the critical path (CP) is the longest path in the project, determining the shortest completion time. In project management, the critical path is determined by calculating the earliest start time (ES), earliest finish time (EF), latest start time (LS), and latest finish time (LF) for each activity. The specific calculation is as follows: Earliest Start Time (ES): The earliest time an activity can start, usually equal to the earliest end time of its preceding activities; Earliest End Time EF: EF = ES + Activity Duration; Latest End Time (LF): The latest time that the activity must be completed, provided that it does not affect the overall project duration; Latest start time LS: LS = LF - Activity duration; Critical path determination: Calculate the total float (TF) for each activity using the formula: TF = LS - ES or LF - EF. Activities with zero total float constitute the critical path.

[0011] Furthermore, the calculation steps for the achievement of the aforementioned milestones are as follows: Step 1: Based on the project plan, determine the planned completion time (PCT) for each milestone; Step 2: Based on the actual progress of the project, record the actual completion time (ACT) for each milestone. Step 3, Milestone Achievement Assessment: For achievement status, if ACT≤PCT, the milestone is achieved; otherwise, it is not achieved. For deviation calculation, deviation = ACT-PCT, which is used to quantify the time of early or late completion of the milestone.

[0012] Furthermore, the resource management module establishes a resource library to record resource information and usage, supporting resource application, allocation, and release processes. The resource allocation logic is based on resource availability and priority. Resource availability includes the quantity of resources, their status (such as whether they have been allocated or are available), and the matching degree of skills or capabilities.

[0013] Furthermore, the report output module utilizes BI (Business Intelligence) tools to customize report templates according to user needs and automatically extracts data from the data warehouse to generate reports. Specifically, the user selects the report type and parameters, the report output module queries relevant data from the data warehouse, generates reports according to preset templates, and displays them to the user. It also supports export and printing functions.

[0014] Furthermore, the management and maintenance module adopts the RBAC (Role-Based Access Control) model for permission management and integrates data backup and recovery tools. Specifically, the system administrator configures user roles and permissions and performs data backup tasks regularly to ensure the safe and stable operation of the system.

[0015] Furthermore, the usage process of the multi-source data fusion management system throughout the entire lifecycle of the R&D project is as follows: S1. When a user submits a project initiation application for a research and development project, the project initiation management module automatically routes the application to the relevant approver for approval according to preset rules. Once approved, the project is officially initiated and enters the next stage. S2. The project manager uses the planning and management module to develop a detailed project plan, including task breakdown, timeline, and resource allocation, and assigns tasks to team members. S3. The data collection module collects project data from different sources periodically or in real time, cleans, transforms and integrates it, and stores it in the central data warehouse. S4. Based on project requirements, the project manager applies for resources (human, material, financial, etc.) through the resource management module. The system allocates resources according to availability and priority, and monitors and adjusts them in real time during resource use, supporting the allocation and release process of resources. S5. Team members regularly update task progress, and the project tracking module automatically calculates the project's critical path and milestone achievement status based on this, issues warnings for tasks that deviate from the plan, and displays project status and risk information in real time. S6. Project managers use the report output module to extract relevant data from the data warehouse and automatically generate project status reports, performance analysis reports, etc. according to preset templates. S7. After the project is completed, the project manager submits a project completion application through the project completion management module, organizes a project completion review meeting, collects review opinions, and archives project deliverables and experience summary documents.

[0016] This invention provides a multi-source data fusion management system for the entire lifecycle of R&D projects, which has the following beneficial effects: This invention, starting from the system architecture level, constructs an integrated architecture for project management, resource aggregation, and report output. It effectively integrates data from all stages of R&D projects and, by introducing workflow engines, ETL tools, and BI tools, achieves end-to-end digital management from project initiation to completion. This ensures real-time flow and sharing of project data, significantly improving project management efficiency and quality while also substantially reducing project risks and costs. Furthermore, the system supports efficient resource allocation and utilization, providing comprehensive and accurate data support for project decision-making, further promoting the intelligent and refined management of R&D projects. Attached Figure Description

[0017] Figure 1 This is a general architecture block diagram of a multi-source data fusion management system for the entire lifecycle of a research and development project, as described in this invention. Figure 2 This is a schematic diagram illustrating the operation process of a multi-source data fusion management system for the entire lifecycle of a research and development project, as described in this invention. Detailed Implementation

[0018] The embodiments of the present invention will be described in further detail below with reference to the accompanying drawings and examples. The following examples are for illustrative purposes only and should not be construed as limiting the scope of the invention.

[0019] Example 1: Full Lifecycle Management of Software Development Projects This example is applied to a software company that plans to develop a new enterprise management software, which involves multiple stages such as requirements analysis, system design, coding implementation, testing and verification, and deployment. The specific requirement is to improve project management efficiency.

[0020] Project Initiation Management Module: Project managers submit project initiation applications, including information such as project name (enterprise management software), objectives, expected deliverables, budget (500,000 yuan), expected start date (2025-01-01), and expected end date (2025-06-30). The workflow engine automatically routes the application to the relevant department heads for approval. Once all approval comments are collected, the project is officially initiated.

[0021] Planning and Management Module: Utilize project management software tools to develop project plans, employ Gantt charts to display task breakdown, timelines, and resource allocation, and define key milestones such as completion of requirements analysis, system design, coding implementation, successful testing, and deployment. Example Task: Task ID T001, Task Name Requirements Analysis, Start Date 2025-01-01, End Date 2025-01-31, Resource Allocation: 1 Product Manager.

[0022] Data collection module: Collects project budget and resource information from the ERP system, customer requirement information from the CRM system, and test case and defect data from the testing system. Then, it uses ETL tools to clean, transform, and integrate the data and store it in the central data warehouse. In this embodiment, a total of 120 customer requirements, 500 test cases, and 20 defects have been collected.

[0023] Project Tracking Module: Team members regularly update task progress. The project tracking module automatically calculates the project's critical path (requirements analysis -> system design -> coding implementation -> testing and verification -> deployment) and milestone achievement status. For example, the current milestone "coding implementation" was actually completed on April 15, 2025, 5 days ahead of schedule. At the same time, during the current project execution, the module issues warnings for tasks that deviate from the plan and displays the project status and risk information in real time.

[0024] Resource Management Module: The project manager applies for and allocates resources based on project requirements. Specifically, during the coding implementation phase, the project manager applies to add two developers, and after the resource adjustment, the development team size reaches 5 people.

[0025] Report output module: Utilizes BI tools to generate project status reports and performance analysis reports. The project status report shows that the current project progress is 80%, the budget utilization rate is 65%, and the defect detection rate is showing a downward trend.

[0026] Project completion management module: After the project is completed, submit the project completion application, organize the project completion review meeting, collect review opinions (review opinions collected at the meeting: the project was completed on time, achieved the expected goals, and it is recommended to promote its use), and archive project deliverables and experience summary documents, such as requirements specifications, system design documents, test reports, etc.

[0027] Implementation results: By adopting this system, the project cycle was shortened by 10%, the budget was kept within expectations, the defect detection rate was reduced by 30%, the communication efficiency among project team members was significantly improved, and the overall project satisfaction rate reached over 90%.

[0028] Example 2: Full Lifecycle Management of Hardware Product R&D Projects This embodiment is applied to a technology company's plan to develop a new type of smart hardware device, which involves multiple stages such as market research, product design, prototype production, testing and verification, and mass production. The specific requirement is to improve R&D efficiency.

[0029] Project Initiation Management Module: The project manager submits a project initiation application, which includes information such as project background, target market, expected sales volume (10,000 units), and R&D budget (2,000,000 yuan). Once approved, the project is officially initiated.

[0030] Planning and Management Module: Uses PERT diagrams for project planning, clarifies the dependencies and critical paths between tasks, and defines key milestones such as market research completion, product design finalization, prototype completion, testing success, and mass production launch; Example Task: Task ID T010, Task Name Market Research, Start Date 2025-02-01, End Date 2025-02-28, No Dependent Tasks, Critical Path is...

[0031] Data collection module: Collects user needs and market trend data from market research reports, product design drawings and parameters from design software, and performance test data from testing equipment. Then, it uses ETL tools to integrate and process the data and store it in a central data warehouse. In this embodiment, a total of 200 user needs, 50 product design drawings, and 1,000 sets of performance test data were collected.

[0032] Project Tracking Module: Tracks project progress and risks in real time, automatically calculates the critical path (market research -> product design -> prototyping -> testing and verification -> mass production) and milestone achievement status, and provides early warnings for potential risks such as supply chain disruptions and design defects; for example, the current milestone "prototyping" was actually completed on May 10, 2025, 3 days later than planned, due to a supply chain disruption causing a shortage of key components, and this module will issue an alert for it.

[0033] Resource Management Module: Project managers apply for and allocate resources based on project needs, apply for supplier replacements in response to supply chain disruptions, and add backup suppliers to ensure a stable supply of resources.

[0034] Report output module: Generates project progress report, cost analysis report and risk assessment report. The project progress report shows that the current project progress is 70%, the cost overrun rate is 5%, and the main risks are supply chain stability and changes in market demand.

[0035] Project Completion Management Module: After the project is completed, submit a project completion application, organize a project completion review meeting (the review comments collected at the meeting indicate that although the project encountered challenges, it was ultimately successfully completed, and it is recommended to strengthen supply chain management and market demand forecasting capabilities), summarize project experience and lessons learned, and archive project results and documents to provide reference for subsequent product iterations.

[0036] Implementation results: By adopting this system, the project cycle was shortened by 15%, R&D costs were reduced by 8%, and product performance stability and user satisfaction were significantly improved, laying a solid foundation for the company's subsequent product iteration and market expansion.

[0037] The embodiments of the present invention are given for illustrative and descriptive purposes only, and are not intended to be exhaustive or to limit the invention to the forms disclosed. Many modifications and variations will be apparent to those skilled in the art. The embodiments were chosen and described in order to better illustrate the principles and practical application of the invention, and to enable those skilled in the art to understand the invention and to design various embodiments with various modifications suitable for a particular purpose.

Claims

1. A multi-source data fusion management system for the entire lifecycle of a research and development project, characterized in that, include: Project Initiation Management Module: Responsible for the management of project initiation applications and approval processes. It automates the project initiation process through a workflow engine and integrates functions for basic project information entry and approval opinion collection. Planning and Management Module: Responsible for developing project plans, including task breakdown, timeline, and resource allocation, to provide guidance for project execution; Data collection module: Responsible for collecting project data from different sources, and cleaning, transforming and integrating it; Project tracking module: Responsible for tracking project progress and monitoring project risks; Resource Management Module: Responsible for managing the human, material, and financial resources required for the project; Report output module: responsible for generating project status reports and performance analysis reports to provide data support for project decision-making; Project completion management module: responsible for project completion review, deliverable archiving and experience summarization, providing project completion application process, review opinion collection, deliverable uploading and archiving functions; Management and maintenance module: responsible for user management, access control, and data backup and recovery of the system.

2. The multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 1, characterized in that, The planning and management module uses project management software tools and supports Gantt charts and PERT charts for project planning. In the Gantt chart, each project task is displayed in the form of a bar chart. The length of the task bar represents the duration of the task, and the position indicates the start and end time of the task. The dependencies between tasks are indicated by arrows or lines. The PERT chart displays project tasks and their interrelationships in the form of a network diagram. Nodes represent tasks, and arrows represent dependencies between tasks, forming a project network.

3. The multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 1, characterized in that, The data collection module triggers data acquisition tasks periodically or in real time, and uses ETL tools or data integration platforms to achieve unified processing of multi-source heterogeneous data and store it in a central data warehouse.

4. The multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 1, characterized in that, The project tracking module automatically calculates the critical path and milestone achievement status of the project based on the task progress updated regularly by team members, issues warnings for tasks that deviate from the plan, and integrates a project management dashboard and risk warning system to display project status and risk information in real time.

5. A multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 4, characterized in that, The critical path of the project is determined by calculating the earliest start time (ES), earliest end time (EF), latest start time (LS), and latest end time (LF) of each activity, i.e., by calculating the total float (TF) of each activity, using the formula: TF = LS - ES or LF - EF. Activities with a total float of zero constitute the critical path.

6. The multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 4, characterized in that, The calculation steps for the achievement of the aforementioned milestones are as follows: Step 1: Based on the project plan, determine the planned completion time (PCT) for each milestone; Step 2: Based on the actual progress of the project, record the actual completion time (ACT) for each milestone. Step 3, Milestone Achievement Assessment: For achievement status, if ACT ≤ PCT, the milestone is achieved; otherwise, it is not achieved. For deviation calculation, deviation = ACT - PCT, which is used to quantify the time ahead or behind the completion of the milestone.

7. The multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 1, characterized in that, The resource management module establishes a resource library to record resource information and usage, and supports resource application, allocation and release processes. The resource allocation logic is based on resource availability and priority. Resource availability includes the quantity, status and skill or ability matching degree of the resource.

8. The multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 1, characterized in that, The report output module utilizes BI tools to customize report templates according to user needs and automatically extracts data from the data warehouse to generate reports. Specifically, the user selects the report type and parameters, the report output module queries relevant data from the data warehouse, generates reports according to preset templates, and displays them to the user. It also supports export and printing functions.

9. A multi-source data fusion management system for the entire lifecycle of a research and development project according to claim 1, characterized in that, The management and maintenance module uses the RBAC model for permission management and integrates data backup and recovery tools. Specifically, the system administrator configures user roles and permissions and performs data backup tasks regularly.

10. A multi-source data fusion management system for the entire lifecycle of a research and development project according to any one of claims 1-9, characterized in that, The workflow for the multi-source data fusion management system covering the entire lifecycle of the R&D project is as follows: S1. Users submit project initiation applications for R&D projects. The project initiation management module automatically routes the applications to the relevant approvers for approval according to preset rules. Once the approval is granted, the project is officially initiated. S2. The project manager uses the planning and management module to develop a detailed project plan, including task breakdown, timeline, and resource allocation, and assigns tasks to team members. S3. The data collection module collects project data from different sources periodically or in real time, cleans, transforms and integrates it, and stores it in the central data warehouse. S4. Based on project requirements, the project manager applies for resources through the resource management module. The system allocates resources according to availability and priority, and monitors and adjusts them in real time during resource usage, supporting the allocation and release of resources. S5. Team members regularly update task progress, and the project tracking module automatically calculates the project's critical path and milestone achievement status based on this, issues warnings for tasks that deviate from the plan, and displays project status and risk information in real time. S6. The project manager uses the report output module to extract relevant data from the data warehouse and automatically generate project status reports and performance analysis reports according to preset templates. S7. After the project is completed, the project manager submits a project completion application through the project completion management module, organizes a project completion review meeting, collects review opinions, and archives project deliverables and experience summary documents.

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