Method for improving digital management of power marketing project

Abstract

The invention discloses a method for improving digital management of a power marketing project. The method comprises the steps of establishing a project management module, establishing a project document management module, establishing a project milestone management module, establishing a project authority management module and establishing a statistical analysis module. According to the invention, the digital management and control of the marketing project can be realized, the online and standardized management of the whole life cycle of the marketing project is promoted, the management of the marketing project is perfected through an informatization means, the whole process of project establishment, adjustment, execution and fund transfer of the marketing project is incorporated into the digital management and control, the full-process panoramic monitoring of the project by a manager is supported, and the management efficiency is improved. According to the invention, the work mode is explored and innovated, the marketing project management business level is improved, the office efficiency is improved and the operation cost is reduced through the marketing project management platform, meanwhile, the whole-process standard management of the marketing project is realized, and the project is promoted to be more transparent from project approval to execution.

Description

Technical Field

[0001] The present invention relates to the field of power system management, and in particular to a method for improving digital management of power marketing projects, which can be applicable to the production and supply industries of electricity, heat, gas and water. Background Art

[0002] At present, with the rapid development of my country's power system, further requirements have been put forward for the marketing of the power system. It is necessary to implement the requirements of vigorously optimizing the business environment, build a reserve business risk control system, promote the improvement of the service capabilities of the marketing system in operation, and focus on the in-depth application of reserve marketing-related systems, business operations and practical promotion and application of mobile office business systems and supporting application construction projects.

[0003] At the same time, there are many defects in the power system marketing project under the existing technology, as follows:

[0004] 1) There are many management projects in power system marketing, and the business processing process is long;

[0005] 2) It is difficult to track and control the entire process of power system marketing. From reserve declaration, review, capital planning, project execution, etc., it is still done offline and lacks information support tools;

[0006] 3) The project reserve process of power system marketing cannot be controlled online, and the project data of previous years form a project library, which cannot support project reserve decision-making through historical data analysis;

[0007] 4) The current power system marketing projects cannot be effectively controlled during implementation, which brings audit risks to project management.

[0008] In summary, the power system marketing projects under the existing technology have the above-mentioned shortcomings, so a new method of digital management of power marketing projects is needed, which can strengthen management in all aspects, and can provide a panoramic display at any time and conduct timely control of the implemented projects. Summary of the invention

[0009] In order to solve the above problems, the present invention aims to strengthen the management and control of project payment, project acceptance, and final settlement, realize the integration of projects and finances, support the full process of project management, panoramic display and enhance the management and control means of project managers, and provide a method for improving the digital management of power marketing projects. The present invention can support managers to conduct panoramic monitoring of the entire life cycle of marketing project management, realize digital management and control of marketing projects, and improve project management efficiency.

[0010] A method for improving digital management of power marketing projects of the present invention is specifically described as follows:

[0011] 1) Establish project management module;

[0012] 2) Establish project document management module;

[0013] 3) Establish project milestone management module;

[0014] 4) Establish a project authority management module;

[0015] 5) Perform statistical analysis on the above modules through the statistical analysis module.

[0016] According to a method for improving digital management of power marketing projects of the present invention, it is characterized in that the step 1) of establishing a project management module is specifically divided into the following steps:

[0017] 1) First, re-count and compile the project information:

[0018] This step queries the dimensions of power supply unit, project number, project name, and year, and displays the information of each project in the form of a list;

[0019] 2)Introduction of comprehensive marketing plan projects:

[0020] In this step, you download the import template of the marketing comprehensive plan project, fill in the information and upload it for import;

[0021] 3) Import of cost items:

[0022] In this step, you download the import template for the cost project, fill in the information and upload it for import;

[0023] 4) Import of management consulting projects:

[0024] In this step, you download the import template for management consulting projects, fill in the information and upload it for import;

[0025] 5) Marketing contract project introduction:

[0026] Download the detailed information import template for the marketing contract project, fill in the information and upload it for import.

[0027] A method for improving digital management of power marketing projects according to the present invention is characterized in that the five steps of re-statisticing and compiling project information, importing marketing comprehensive plan projects, importing cost projects, importing management consulting projects and importing marketing contract projects all support online addition, deletion and modification.

[0028] According to a method for improving digital management of power marketing projects of the present invention, it is characterized in that the step 2) of establishing a project document management module is specifically divided into the following functions:

[0029] 1) Project documentation maintenance:

[0030] Maintain the feasibility study report, preliminary design plan and other documents of the project, and support the maintenance functions of uploading, modifying and deleting;

[0031] 2) Project Documentation:

[0032] View the detailed content of the document based on each user's project data document information.

[0033] A method for improving digital management of power marketing projects according to the present invention is characterized in that the project document review is provided with different reading permissions, and a person holding the permission can read project data documents at various levels.

[0034] According to a method for improving digital management of power marketing projects of the present invention, it is characterized in that the step 3) of establishing a project milestone management module is specifically divided into the following steps:

[0035] 1) First, define project milestones:

[0036] This step manages the project milestones for the marketing comprehensive plan projects, capital projects, and management consulting projects that have been approved for construction, fills in project information, and uploads project content;

[0037] 2) Establish project milestones:

[0038] In this step, according to the project dimension, the milestone nodes, planned start time, planned end time, actual completion time, required materials and delay reasons of the whole process from project establishment, project execution to project acceptance are formulated;

[0039] 3) Manage the Milestone Planning Process:

[0040] In this step, different processes are classified and controlled according to the three categories of marketing comprehensive plan projects, cost projects and management consulting projects.

[0041] 4) Set up milestone node reminders and warnings:

[0042] This step reminds project applicants to start milestone tasks at the planned start time according to the planned start time and planned end time set at the milestone node.

[0043] A method for improving digital management of power marketing projects according to the present invention is characterized in that the setting of milestone node reminders and warnings is specifically to warn the applicant one day before the planned end time that the milestone node is about to expire. If a project is generated that fails to complete the milestone node task on time, the management personnel will be notified.

[0044] According to a method for improving digital management of power marketing projects of the present invention, it is characterized in that the establishment of a project authority management module in step 4) is specifically divided into the following functions:

[0045] 1) Assignment of document management and maintenance permissions:

[0046] Assign the authority to maintain project data documents to the corresponding person in charge of the relevant projects;

[0047] 2) Management of document access permissions:

[0048] Configure corresponding document access permissions for different participants based on the project's discipline and scale.

[0049] A method for improving the digital management of power marketing projects according to the present invention is characterized by the allocation of document management and maintenance permissions and the management of document review permissions, wherein the allocation of document management and maintenance permissions enables project leaders to maintain data documents of corresponding projects in corresponding document categories according to the projects they are responsible for, while the management of document review permissions allows different participants to review their corresponding document materials according to different permissions.

[0050] It should be noted that the project permission management module established in step 4) is a background management application module, so the management of document access permissions in this step is different from the aforementioned project document access in that the project document access function is a background management function, and its purpose is to allow managers to access the project data document information of each user, while the management of document access permissions is based on the project's profession and scale, and different permissions are assigned to different participants, with the allocation of permissions being the main focus.

[0051] According to a method for improving digital management of power marketing projects of the present invention, it is characterized in that the statistical analysis module of step 5) performs statistical analysis on the above modules, which is specifically divided into the following functions:

[0052] 1) Analyze the overall situation of the project:

[0053] For the information in the project management module established in step 1), analyze and compile the overall situation of the project by time and unit, including: the number of project applications, the number of projects, and the tax-inclusive investment for the year;

[0054] 2) Analyze the project classification:

[0055] For the information in the project document management module established in step 2), analyze and statistically analyze the project classification by time and unit, including: analysis by profession and analysis by project classification;

[0056] 3) Analyze the project execution:

[0057] For the information in the project milestone management module established in step 3), analyze and count the project execution status by time and unit, including: the number of milestone node extensions and the distribution of extension reasons;

[0058] 4) Analyze the project investment situation:

[0059] Based on the information established in steps 1) to 3), the project investment situation is analyzed according to the dimensions of time and unit, including: professional investment distribution, project classification investment distribution, and annual investment trends.

[0060] The following beneficial effects are achieved by using a method for improving digital management of power marketing projects according to the present invention:

[0061] 1. A method for improving digital management of power marketing projects of the present invention can realize digital management and control of marketing projects and promote online and standardized management of the entire life cycle of marketing projects;

[0062] 2. A method for improving the digital management of power marketing projects of the present invention improves the management of marketing projects through information technology, and includes the entire process of marketing projects from project establishment, adjustment, execution, and capital transfer into digital management and control, supports management personnel to conduct panoramic monitoring of the entire project process, and improves project management efficiency;

[0063] 3. The present invention provides a method for improving the digital management of power marketing projects, explores innovative working models, improves the business level of marketing project management, and improves office efficiency and reduces operating costs through a marketing project management platform. At the same time, the present invention realizes standardized management of the entire marketing project process, and promotes greater transparency from project initiation to execution. BRIEF DESCRIPTION OF THE DRAWINGS

[0064] Figure 1 A framework diagram of a method for improving digital management of power marketing projects according to the present invention. DETAILED DESCRIPTION

[0065] The following is a further description of the technical means, creative features, objectives and effects achieved by a method for improving digital management of power marketing projects of the present invention in conjunction with the accompanying drawings and embodiments.

[0066] Example:

[0067] like Figure 1 As shown, a method for improving digital management of power marketing projects specifically includes the following steps:

[0068] 1) Establish project management module;

[0069] 2) Establish project document management module;

[0070] 3) Establish project milestone management module;

[0071] 4) Establish a project authority management module;

[0072] 5) Perform statistical analysis on the above modules through the statistical analysis module.

[0073] Step 1) establishes a project management module, which is specifically divided into the following steps:

[0074] 1.1) First, re-count and compile the project information:

[0075] This step queries the dimensions of power supply unit, project number, project name, and year, and displays the information of each project in the form of a list;

[0076] 1.2) Marketing comprehensive plan project introduction:

[0077] In this step, you download the import template of the marketing comprehensive plan project, fill in the information and upload it for import;

[0078] 1.3) Import of cost items:

[0079] In this step, you download the import template for the cost project, fill in the information and upload it for import;

[0080] 1.4) Management consulting project introduction:

[0081] In this step, you download the import template for management consulting projects, fill in the information and upload it for import;

[0082] 1.5) Marketing contract project introduction:

[0083] Download the detailed information import template for the marketing contract project, fill in the information and upload it for import.

[0084] Among them, the five steps of re-statisticing and compiling project information, importing marketing comprehensive plan projects, importing cost projects, importing management consulting projects and importing marketing contract projects all support online addition, deletion and modification.

[0085] Step 2) establishes a project document management module, which is specifically divided into the following functions:

[0086] 2.1) Project documentation maintenance:

[0087] Maintain the feasibility study report, preliminary design plan and other documents of the project, and support the maintenance functions of uploading, modifying and deleting;

[0088] 2.2) Project Documentation Review:

[0089] View the detailed content of the document based on each user's project data document information.

[0090] Project document review has different reading permissions, and those with this permission can read project information documents at all levels.

[0091] Step 3) establishes a project milestone management module, which is specifically divided into the following steps:

[0092] 3.1) First, define project milestones:

[0093] This step manages the project milestones for the marketing comprehensive plan projects, capital projects, and management consulting projects that have been approved for construction, fills in project information, and uploads project content;

[0094] 3.2) Establish project milestones:

[0095] In this step, according to the project dimension, the milestone nodes, planned start time, planned end time, actual completion time, required materials and delay reasons of the whole process from project establishment, project execution to project acceptance are formulated;

[0096] 3.3) Management Milestone Planning Process:

[0097] In this step, different processes are classified and controlled according to the three categories of marketing comprehensive plan projects, cost projects and management consulting projects.

[0098] 3.4) Set up milestone node reminders and warnings:

[0099] This step reminds project applicants to start milestone tasks at the planned start time according to the planned start time and planned end time set at the milestone node.

[0100] Set up milestone node reminders and warnings. Specifically, one day before the planned end time, the applicant will be warned that the milestone node is about to expire. If a project fails to complete the milestone node task on time, the management staff will be notified.

[0101] Step 4) establishes a project rights management module, which is specifically divided into the following functions:

[0102] 4.1) Assignment of document management and maintenance permissions:

[0103] Assign the authority to maintain project data documents to the corresponding person in charge of the relevant projects;

[0104] 4.2) Management of document access permissions:

[0105] Configure corresponding document access permissions for different participants based on the project's discipline and scale.

[0106] Among them, the allocation of document management and maintenance permissions allows project leaders to maintain the data documents of the corresponding projects in the corresponding document categories according to the projects they are responsible for, while the management of document review permissions allows different participants to review their corresponding document materials according to different permissions.

[0107] Step 5) performs statistical analysis on the above modules through a statistical analysis module, which is specifically divided into the following functions:

[0108] 5.1) Analyze the overall situation of the project:

[0109] For the information in the project management module established in step 1), analyze and compile the overall situation of the project by time and unit, including: the number of project applications, the number of projects, and the tax-inclusive investment for the year;

[0110] 5.2) Analyze the project classification:

[0111] For the information in the project document management module established in step 2), analyze and statistically analyze the project classification by time and unit, including: analysis by profession and analysis by project classification;

[0112] 5.3) Analyze the project implementation:

[0113] For the information in the project milestone management module established in step 3), analyze and count the project execution status by time and unit, including: the number of milestone node extensions and the distribution of extension reasons;

[0114] 5.4) Analyze the project investment situation:

[0115] Based on the information established in steps 1) to 3), the project investment situation is analyzed according to the dimensions of time and unit, including: professional investment distribution, project classification investment distribution, and annual investment trends.

[0116] In this embodiment, the cost item import in step 1.3) is taken as an example, as follows:

[0117] First, define the data format verification rules for the mandatory fields of the import template, such as text length, number of decimal places, whether the item name is repeated, etc. Then download the cost project import template, fill in the information and upload to import the basic information of the cost, including basic information content, contract details, adjustment suggestion information import, investment completion status import, special account and transfer details import, electric vehicle power replacement and investment import, and degree data import. Based on the historical database from the marketing system, other systems and offline data storage, this project is committed to realizing the cost project historical data import function and improving the cost project historical database, as follows:

[0118] (1) The cost item import includes: affiliated unit, reserve year, item name, reporting department, application amount (10,000 yuan), accounting subject, corresponding quantity, unit price, calculation basis, etc.

[0119] (2) Contract details imported include: project number, project name, contract number, contract name, contract type, contract counterparty, contract amount, tax rate, amount excluding tax, currency type, effective time, winning time, etc.

[0120] (3) The imported adjustment suggestion information includes: project name, project code, completion from January to September - capital, completion from January to September - cost, planned adjustment suggestion - capital, planned adjustment suggestion - cost, adjustment range - capital, adjustment range - cost, reason for adjustment, remarks, etc.

[0121] (4) Investment completion status includes: year, project name, project code, project unit, bidding completion amount, contract signing amount, financial account amount, image completion progress - capital, image completion progress - cost, image completion progress - completion ratio (%), remarks, etc.

[0122] (5) The detailed import of special items and capital transfer includes: project number, project name, year, design fee, construction fee, supervision fee, material cost, project legal person management fee, large-scale transportation measures fee, engineering construction inspection fee, construction period loan interest, construction fee, design document review fee, system debugging fee, post-project evaluation fee, new technology application research and testing fee, information technology expenditure fee, bidding fee, intellectual property transfer and research and testing fee, total capital, current year capital transfer amount, cost, etc.

[0123] (6) Electricity replacement volume and investment input of electric vehicles include: project unit, annual electricity replacement volume (10,000 kWh), investment scale of electricity replacement (10,000 yuan), etc.

[0124] (7) Annual data import includes: power supply units, total comprehensive plan amount, marketing investment scale, number of service customers, etc.

[0125] A method for improving digital management of power marketing projects in the present invention can realize digital management and control of marketing projects, and promote online and standardized management of the entire life cycle of marketing projects; the present invention improves marketing project management through information technology, and includes the entire process of marketing projects from project establishment, adjustment, execution, and capital transfer into digital management and control, supporting managers to conduct panoramic monitoring of the entire project process and improving project management efficiency; the present invention explores innovative working models, improves the business level of marketing project management, and improves office efficiency and reduces operating costs through a marketing project management platform. At the same time, the present invention realizes standardized management of the entire marketing project process, and promotes greater transparency in the process from project establishment to execution.

[0126] Those skilled in the art should recognize that the above embodiments are only used to illustrate the present application, and are not intended to limit the present application. As long as they are within the spirit of the present application, any changes or modifications to the above embodiments will fall within the scope of the claims of the present application.

Claims

1. A method for improving digital management of power marketing projects, comprising the following steps: 1) Establish project management module; 2) Establish project document management module; 3) Establish project milestone management module; 4) Establish a project authority management module; 5) Perform statistical analysis on the above modules through the statistical analysis module.

2. A method for improving digital management of power marketing projects as claimed in claim 1, characterized in that: The step 1) of establishing a project management module is specifically divided into the following steps: 2.1) First, re-count and compile the project information: This step queries the dimensions of power supply unit, project number, project name, and year, and displays the information of each project in the form of a list; 2.2) Marketing comprehensive plan project introduction: In this step, you download the import template of the marketing comprehensive plan project, fill in the information and upload it for import; 2.3) Import of cost items: In this step, you download the import template for the cost project, fill in the information and upload it for import; 2.4) Management consulting project introduction: In this step, you download the import template for management consulting projects, fill in the information and upload it for import; 2.5) Marketing contract project import: Download the detailed information import template for the marketing contract project, fill in the information and upload it for import.

3. A method for improving digital management of power marketing projects as claimed in claim 2, characterized in that: The five steps of re-statisticing and compiling project information, importing marketing comprehensive plan projects, importing cost projects, importing management consulting projects and importing marketing contract projects all support online adding, deleting and modifying.

4. A method for improving digital management of power marketing projects as claimed in claim 1, characterized in that: The step 2) of establishing a project document management module is specifically divided into the following functions: 4.1) Project documentation maintenance: Maintain the feasibility study report, preliminary design plan and other documents of the project, and support the maintenance functions of uploading, modifying and deleting; 4.2) Project Documentation Review: View the detailed content of the document based on each user's project data document information.

5. A method for improving digital management of power marketing projects as claimed in claim 4, characterized in that: The above-mentioned 4.2) project document review is provided with different reading permissions, and the person holding the permission can read project data documents at all levels.

6. A method for improving digital management of power marketing projects as claimed in claim 1, characterized in that: The step 3) of establishing a project milestone management module is specifically divided into the following steps: 6.1) First, define project milestones: This step manages the project milestones for the marketing comprehensive plan projects, capital projects, and management consulting projects that have been approved for construction, fills in project information, and uploads project content; 6.2) Establish project milestones: In this step, according to the project dimension, the milestone nodes, planned start time, planned end time, actual completion time, required materials and delay reasons of the whole process from project establishment, project execution to project acceptance are formulated; 6.3) Management Milestone Planning Process: In this step, different processes are classified and controlled according to the three categories of marketing comprehensive plan projects, cost projects and management consulting projects. 6.4) Set up milestone node reminders and warnings: This step reminds project applicants to start milestone tasks at the planned start time according to the planned start time and planned end time set at the milestone node.

7. A method for improving digital management of power marketing projects as claimed in claim 6, characterized in that: The step 6.4) of setting up a milestone node reminder warning specifically warns the applicant one day before the planned end time that the milestone node is about to expire. If a project fails to complete the milestone node task on time, the management personnel will be notified.

8. A method for improving digital management of power marketing projects as claimed in claim 1, characterized in that: The step 4) of establishing a project authority management module is specifically divided into the following functions: 8.1) Assignment of document management and maintenance rights: Assign the authority to maintain project data documents to the corresponding person in charge of the relevant projects; 8.2) Management of document access permissions: Configure corresponding document access permissions for different participants based on the project's discipline and scale.

9. A method for improving digital management of power marketing projects as claimed in claim 8, characterized in that: The allocation of document management and maintenance permissions and the management of document review permissions, wherein the allocation of document management and maintenance permissions enables the project leader to maintain the data documents of the corresponding project in the corresponding document classification according to the project he is responsible for, while the management of document review permissions allows different participants to review their corresponding document materials according to different permissions.

10. A method for improving digital management of power marketing projects as claimed in claim 1, characterized in that: The step 5) performs statistical analysis on the above modules through a statistical analysis module, which is specifically divided into the following functions: 10.1) Analyze the overall situation of the project: For the information in the project management module established in step 1), analyze and compile the overall situation of the project by time and unit, including: the number of project applications, the number of projects, and the tax-inclusive investment for the year; 10.2) Analyze the project classification: For the information in the project document management module established in step 2), analyze and statistically analyze the project classification by time and unit, including: analysis by profession and analysis by project classification; 10.3) Analyze the project implementation: For the information in the project milestone management module established in step 3), analyze and count the project execution status by time and unit, including: the number of milestone node extensions and the distribution of extension reasons; 10.4) Analyze the project investment situation: Based on the information established in steps 1) to 3), the project investment situation is analyzed according to the dimensions of time and unit, including: professional investment distribution, project classification investment distribution, and annual investment trends.

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