Management analysis system based on whole life cycle of company operation project

Abstract

The invention discloses a management analysis system based on the whole life cycle of a company operation project. The management analysis system comprises an operation project business integrated declaration module, an operation project business integrated intelligent approval module, an external system unified docking module, a data summarization processing module, a data visualization monitoring module and a whole life cycle monitoring module. According to the scheme, the problems that the business data related to the original business project of the company is difficult to utilize and part of business processes are not standardized online, so that the business indexes can only be subjected to independent offline statistics, huge cost is possibly consumed, the business indexes are difficult to sort clearly, and the development, decision making and the like of the company cannot be effectively supported through the data are solved.

Description

Technical Field

[0001] The present invention relates to the technical field of enterprise project management, and in particular to a management and analysis system based on the entire life cycle of a company's operating projects. Background Art

[0002] With the gradual development of the company, the company's project types are diversified, the company's business is complex, the company's staff has increased dramatically, and the operation of the company and projects has become increasingly cumbersome. It costs a huge amount of money and cannot sort out the operation of the company and projects. Therefore, the traditional offline paper management and system-assisted management model is no longer suitable for the management of the company at this stage. Manage and analyze the project operation process, understand the company's overall operation in real time, ensure the company's continued healthy development, and effectively support the company's development and decision-making through data to solve major problems facing the company's development path. Summary of the invention

[0003] In response to the above technical problems, the present invention provides a management analysis system based on the entire life cycle of a company's business projects.

[0004] The present invention is implemented by adopting the following technical solution: a management and analysis system based on the entire life cycle of a company's operating project, including the following modules: Integrated declaration module for operating project business: online declaration, data collection and monitoring of various operating project businesses, and control of subsequent online business processing workflow processes; Integrated intelligent approval module for business projects: Control and approve the online processes of various business data of business projects, and configure different approval processes for each business through a visual interface; External system unified docking module: set up a standard docking interface to connect with the company's online business processing system to achieve business processing collaboration and data integration; Data aggregation and processing module: triggers data generation, association and aggregation through business processes, analyzes and processes aggregated data through the data processing platform, uses data analysis algorithms for analysis, and generates visual report data; Data visualization monitoring module: statistics, analysis, monitoring and early warning of processed data are carried out in combination with actual business, and data visualization is carried out in combination with UI interaction design; Full life cycle monitoring module: Based on the real-time analysis of the business data of the operating projects throughout their life cycle, cross-platform business data integration is carried out to display the operating status of the operating projects throughout their life cycle.

[0005] Specifically, the integrated business declaration module for operating projects includes a project establishment sub-module, a project budget management sub-module, a collection contract signing sub-module, a payment contract signing sub-module, a collection confirmation sub-module, a collection sub-module and an invoicing sub-module; the project budget management sub-module includes the functions of adding, editing, deleting, viewing, exporting and full-screening the company's annual budget.

[0006] Specifically, the project budget management submodule establishes and maintains the company's operating projects, and makes adjustments to the relevant project stages of pre-project establishment, project establishment, pre-project transfer, change, project completion and termination, and restricts the handling of subsequent business according to changes in project stages.

[0007] Specifically, the collection contract signing submodule provides the functions of creating, changing, terminating, canceling, reviewing, adjusting the person in charge, adjusting the contract-related parties and exporting the contract; the establishment of the collection contract depends on the operating project, and the business process is standardized; the system automatically checks the collection contract, and when the collection contract amount reaches the termination conditions, the contract status is automatically adjusted.

[0008] Specifically, the receipt confirmation submodule, payment collection submodule and invoicing submodule are associated with the company's financial department.

[0009] Specifically, the external system unified docking module includes: Connect with work software. After employees join the company, the system will automatically create account information and associate the corresponding department with authorized functional permissions, ensuring that new employees can directly log in to the system to handle business. Connect with the financial reimbursement software, accept the results after approval by the reimbursement software, process the relevant reimbursement data and include it in the cost of the company's project.

[0010] Specifically, the data visualization monitoring module generates a large visualization screen for monitoring and management of the company, project and department operations, including key operating indicator data such as ranking, profit, investment, collection and trend chart.

[0011] Specifically, the full life cycle monitoring module displays the various stages of the full life cycle of the operating project from project initiation to completion and their corresponding amounts and time nodes through a timeline, and uses dynamic connections to display the association relationship between the contract and its corresponding business follow-up.

[0012] The beneficial effects of the present invention are as follows: the present invention solves the problems that various business data related to the company's original operating projects are difficult to use, and some business processes are not standardized online, resulting in operating indicators that can only be counted separately offline, and may require huge costs and are difficult to sort out, and the company's development, decision-making and other difficulties cannot be effectively supported by data. BRIEF DESCRIPTION OF THE DRAWINGS

[0013] In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on the structures shown in these drawings without paying creative work.

[0014] Figure 1 This is an architecture diagram of the management analysis system based on the entire life cycle of the company's business projects. DETAILED DESCRIPTION

[0015] In order to make the purpose, technical solutions and advantages of the embodiments of the present invention clearer, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings in the embodiments of the present invention. Obviously, the described embodiments are part of the embodiments of the present invention, not all of the embodiments. Generally, the components of the embodiments of the present invention described and shown in the drawings here can be arranged and designed in various different configurations.

[0016] It should be noted that similar reference numerals and letters denote similar items in the following drawings, and therefore, once an item is defined in one drawing, further definition and explanation thereof is not required in subsequent drawings.

[0017] The following is combined with Figure 1 , some embodiments of the present invention are described in detail. In the absence of conflict, the following embodiments and features in the embodiments can be combined with each other.

[0018] like Figure 1 As shown, the present invention proposes a management and analysis system based on the entire life cycle of a company's operating project, including the following modules: Integrated declaration module for operating project business: online declaration, data collection and monitoring of various operating project businesses, and control of subsequent online business processing workflow processes; Integrated intelligent approval module for business projects: Control and approve the online processes of various business data of business projects, and configure different approval processes for each business through a visual interface; External system unified docking module: set up a standard docking interface to connect with the company's online business processing system to achieve business processing collaboration and data integration; Data aggregation and processing module: triggers data generation, association and aggregation through business processes, analyzes and processes aggregated data through the data processing platform, uses data analysis algorithms for analysis, and generates visual report data; Data visualization monitoring module: statistics, analysis, monitoring and early warning of processed data are carried out in combination with actual business, and data visualization is carried out in combination with UI interaction design; Full life cycle monitoring module: Based on the real-time analysis of the business data of the operating projects throughout their life cycle, cross-platform business data integration is carried out to display the operating status of the operating projects throughout their life cycle.

[0019] In one embodiment, the integrated business reporting module for operating projects includes a project establishment sub-module, a project budget management sub-module, a collection contract signing sub-module, a payment contract signing sub-module, a collection confirmation sub-module, a collection sub-module and an invoicing sub-module; the project budget management sub-module includes the functions of adding, editing, deleting, viewing, exporting and full-screening the company's annual budget.

[0020] In this embodiment, the project budget management submodule establishes and maintains the company's operating projects, and makes adjustments to the relevant project stages of pre-project establishment, project establishment, pre-project transfer, change, project completion and termination, and restricts the handling of subsequent business according to changes in project stages.

[0021] The collection contract signing submodule provides the functions of creating, changing, terminating, canceling, reviewing, adjusting the person in charge, adjusting the contract-related parties and exporting the contract; the establishment of the collection contract depends on the operating project, and the business process is standardized; the system automatically checks the collection contract, and when the collection contract amount reaches the termination conditions, the contract status is automatically adjusted.

[0022] The receipt confirmation submodule, payment collection submodule and invoicing submodule are associated with the company's financial department.

[0023] In another embodiment, the external system unified docking module includes: Connect with work software. After employees join the company, the system will automatically create account information and associate the corresponding department with authorized functional permissions, ensuring that new employees can directly log in to the system to handle business. Connect with the financial reimbursement software, accept the results after approval by the reimbursement software, process the relevant reimbursement data and include it in the cost of the company's project.

[0024] The data visualization monitoring module generates a large visualization screen for monitoring and management of the company, project and department's operations, including key operating indicator data such as ranking, profit, investment, collection and trend chart.

[0025] The full life cycle monitoring module uses a timeline to display the various stages of the operating project's life cycle from project initiation to completion and their corresponding amounts and time nodes, and uses dynamic connections to display the relationship between the contract and its corresponding business follow-up.

[0026] In another embodiment, the specific designs of the modules of the management and analysis system based on the full life cycle of the company's business projects are as follows: Integrated business declaration module for operating projects: includes online declaration of operating project establishment, project budget management, collection contract signing, payment contract signing, collection confirmation, payment collection, invoicing and other businesses, as well as data collection and monitoring, and subsequent online business processing workflow process control.

[0027] 1) Project budget mainly includes functions such as adding, editing, deleting, viewing, exporting, and full screen of the company's annual budget. This function will support the company's project budget planning at the beginning of the year and conduct business analysis reports every month. It ensures that a company can only have one plan per year, and displays relevant project data such as the actual signing amount and the amount of payment collected in the plan.

[0028] 2) Project management mainly involves the establishment and maintenance of the company's operating projects. It can adjust relevant project stages such as pre-project establishment, project establishment, pre-project establishment, change, project completion, and termination, and will restrict the handling of subsequent business according to changes in project stages.

[0029] 3) The collection contract mainly makes the company's collection contract information online, ensures that the contract signed offline is consistent with the information entered in the system, and provides functions such as contract creation, modification, termination, cancellation, review, adjustment of responsible persons, adjustment of contract-related parties, and export. The establishment of a collection contract must rely on operating projects, and this method can be used to standardize business processes. At the same time, the system will automatically check the collection contract every day. When the amount in the collection contract reaches the termination conditions with the amount of confirmation, invoicing, etc., the contract status will be automatically adjusted to reduce business processing.

[0030] 4) The modules such as payment confirmation, collection, and invoicing cooperate with the company's financial department to ensure that each payment collection and invoicing can be associated with the payment contract, and can also effectively prevent problems such as over-invoicing.

[0031] Integrated intelligent approval module for business projects: It conducts online process control and approval for various business data of business projects, configures different approval processes for each business through a visual interface, and ensures the accuracy and security of business handling by mainly relying on manual decision-making and supplemented by system detection. At the same time, it cooperates with DingTalk message push reminders to ensure timely receipt of pending approval tasks and approval result messages.

[0032] Unified docking module for external systems: By creating a standard docking interface, it can be connected with the company's finance, human resources, and DingTalk online business systems to achieve business processing collaboration and data integration, and ensure data consistency and data security when the company's business is handled across systems, reduce duplicate business processing, improve employee work efficiency, and achieve cost reduction and efficiency improvement for the company.

[0033] Connect with DingTalk to automatically create account information in the system and associate corresponding department authorization function permissions after employees join the company, so that new employees can directly log in to the system to handle business. At the same time, it is also connected with DingTalk message push to ensure that approval, copy and other messages in the system can be directly reminded by DingTalk.

[0034] Connect with the financial reimbursement software, accept the results after approval by the reimbursement software, process the relevant reimbursement data and include it in the cost of the company's project.

[0035] Data aggregation and processing module: triggers data generation, association, and aggregation through business processes, analyzes and processes the aggregated data through the data processing platform, uses advanced data analysis algorithms for in-depth analysis, and generates visual reporting data. It mainly aggregates and processes several major indicators such as signing, confirmation, collection, cost, and profit in different dimensions, such as the total signing amount and completion rate under a project; the total collection amount, profit amount, and confirmation collection achievement rate under a certain department. It is used for subsequent display in the visual monitoring module.

[0036] Data visualization monitoring module: The processed data is combined with actual business for statistics, analysis, monitoring and early warning, and the data is visualized in combination with the currently popular UI interactive design to generate a large-scale visualization screen for monitoring and management of the company's, project's and department's business processes, including key operating indicator data such as rankings, profits, inputs, collections and trend charts, to provide scientific and accurate data analysis for real-time understanding of the company's operating conditions and management decisions.

[0037] Through regional distribution, we can understand the company's business volume in each city; the project / department ranking list can rank projects / departments according to three dimensions such as cost, confirmation of revenue, and profit, which can intuitively reflect the revenue situation of each project / department; combined with the budget plan information entered in the declaration module, the completion rate of relevant indicators can be calculated. At the same time, detailed viewing of project indicators is provided, and information such as the revenue trend chart, investment amount composition, and other indicator data of a certain project of the company in the last 12 months can be obtained, which can provide reference for the company's management to understand the overall situation of the project and subsequent decision-making. For example, if the investment cost of the project is too high, it is necessary to analyze whether the number of people invested in the project should be reduced; if the project repayment amount does not reach the target, it is necessary to confirm the cause, etc.

[0038] Full life cycle monitoring module: Based on real-time analysis of business data of operating projects throughout their life cycle, and cross-platform business data integration, the full life cycle operation of operating projects is displayed in the form of dynamic graphics.

[0039] This module combines the declaration module and the relevant content of data processing, and displays the various stages of the entire life cycle of the operating project from project establishment to completion and their corresponding amounts and time nodes through a timeline, and uses dynamic connections to clearly display the relationship between the contract and its corresponding business follow-up. The chart clearly displays each key stage of the project and its actual completion status in the form of a timeline, which makes it easy for managers to quickly understand the overall progress of the project. At the same time, the actual income and investment of each stage are clearly listed, which helps to improve the company's financial management transparency and cost control capabilities.

[0040] The present invention standardizes the entire online process of the company's business management, and achieves automatic serial connection and sharing of related data between different systems through docking with other systems, reduces the cost of repeated data entry, improves data utilization, and ultimately forms a deep integration of business management and financial management. The project is used as the main body to connect various data, build a complete full-life cycle monitoring platform for operating projects, analyze business data and output operating indicator data, achieve efficient and transparent management of operating projects, and allow management to understand the company's operating conditions in real time and control the profit and loss of each department, providing scientific and standardized data support for the company's sustainable and healthy development and leadership decision-making.

[0041] For the aforementioned embodiments, for the sake of simplicity, they are all described as a series of action combinations, but those skilled in the art should be aware that the present application is not limited by the order of the actions described, because according to the present application, some steps can be performed in other orders or simultaneously. Secondly, those skilled in the art should also be aware that the embodiments described in the specification are preferred embodiments, and the actions involved are not necessarily required by the present application.

[0042] The above embodiments describe the basic principles and main features of the present invention and the advantages of the present invention. Those skilled in the art should understand that the present invention is not limited by the above embodiments, and the above embodiments and descriptions are only for explaining the principles of the present invention. Without departing from the spirit and scope of the present invention, the changes and modifications made by those skilled in the art shall be within the scope of protection of the appended claims of the present invention without departing from the spirit and scope of the present invention.

Claims

1. A management and analysis system based on the entire life cycle of the company's business projects, characterized by: Includes the following modules: Integrated declaration module for operating project business: online declaration, data collection and monitoring of various operating project businesses, and control of subsequent online business processing workflow processes; Integrated intelligent approval module for business projects: Control and approve the online processes of various business data of business projects, and configure different approval processes for each business through a visual interface; External system unified docking module: set up a standard docking interface to connect with the company's online business processing system to achieve business processing collaboration and data integration; Data aggregation and processing module: triggers data generation, association and aggregation through business processes, analyzes and processes aggregated data through the data processing platform, uses data analysis algorithms for analysis, and generates visual report data; Data visualization monitoring module: statistics, analysis, monitoring and early warning of processed data are carried out in combination with actual business, and data visualization is carried out in combination with UI interaction design; Full life cycle monitoring module: Based on the real-time analysis of the business data of the operating projects throughout their life cycle, cross-platform business data integration is carried out to display the operating status of the operating projects throughout their life cycle.

2. The management and analysis system based on the full life cycle of a company's business project as claimed in claim 1, characterized in that: The integrated business declaration module for operating projects includes a project establishment sub-module, a project budget management sub-module, a collection contract signing sub-module, a payment contract signing sub-module, a collection confirmation sub-module, a collection sub-module and an invoicing sub-module; the project budget management sub-module includes the functions of adding, editing, deleting, viewing, exporting and full-screening the company's annual budget.

3. The management and analysis system based on the full life cycle of a company's business project as claimed in claim 2, characterized in that: The project budget management submodule is responsible for the establishment and maintenance of the company's operating projects, and for the adjustments of the relevant project stages, such as pre-project establishment, project establishment, pre-project establishment to project establishment, change, project completion and termination, and for restricting the handling of subsequent business according to the changes in the project stages.

4. The management and analysis system based on the full life cycle of a company's business project as claimed in claim 2, characterized in that: The collection contract signing submodule provides the functions of creating, changing, terminating, canceling, reviewing, adjusting the person in charge, adjusting the contract-related parties and exporting the contract; the establishment of the collection contract depends on the operating project and standardizes the business process; the system automatically checks the collection contract, and when the collection contract amount reaches the termination conditions, the contract status is automatically adjusted.

5. The management and analysis system based on the full life cycle of a company's business project as claimed in claim 2, characterized in that: The receipt confirmation submodule, payment collection submodule and invoicing submodule are associated with the company's financial department.

6. The management and analysis system based on the full life cycle of a company's business project as claimed in claim 1, characterized in that: The external system unified docking module includes: Connect with work software. After employees join the company, the system will automatically create account information and associate the corresponding department with authorized functional permissions, ensuring that new employees can directly log in to the system to handle business. Connect with the financial reimbursement software, accept the results after approval by the reimbursement software, process the relevant reimbursement data and include it in the cost of the company's project.

7. The management and analysis system based on the full life cycle of a company's business project as claimed in claim 1, characterized in that: The data visualization monitoring module generates a large visualization screen for monitoring and management during the operation of the company, project and department, including key operating indicator data such as ranking, profit, investment, collection and trend chart.

8. The management and analysis system based on the full life cycle of a company's business project as claimed in claim 1, characterized in that: The full life cycle monitoring module displays the various stages of the full life cycle of the operating project from project initiation to project completion and their corresponding amounts and time nodes through a timeline, and uses dynamic connections to display the association between the contract and its corresponding business follow-up.

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