Marketing project compliance research and judgment and approval process management and control method

Abstract

The invention discloses a marketing project compliance research and judgment and approval process management and control method. The method comprises the steps of establishing a reserve project module, establishing a project configuration management module, establishing a project management billboard module and checking and approving contents in other modules through a project application / project approval module. According to the invention, through research and judgment and approval process management and control of marketing project compliance, the accuracy and compliance of marketing project creation, the efficient transparency of review and the ordered management of archiving are further improved, the project is accepted passively to the project is accepted actively, marketing project management is carried out from the aspect of digitization, and the marketing digitization transformation process is comprehensively enhanced. Through the marketing project management and control platform, the whole-process online monitoring of the marketing project from three links of project creation, project review and project archiving can be realized. Through big data analysis, project management and control are enhanced, comprehensive analysis is performed on project compliance and input direction, repeated project construction is avoided, and project investment is further standardized.

Description

Technical Field

[0001] The present invention relates to the field of power system informatization, and in particular to a method for compliance assessment and approval process control of marketing projects applied to power systems. 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, and the requirements for implementing the state's efforts to optimize the business environment have been put forward to build a reserve business risk control system. The service capabilities of the marketing system in operation have been improved, and the focus has been on the in-depth application of the reserve marketing-related systems, the practical promotion and application of the business operation and mobile office business systems, and the construction of supporting applications.

[0003] Marketing project management is one of the important links in the work of the marketing department. The compliance and approval process of marketing projects under the existing technology are facing the reality that the number, content and scale of current power system marketing projects are constantly iterating and updating. The current manual review method can no longer meet the various needs of marketing projects, so there are considerable defects. Therefore, it is particularly important to use data to replace people, effectively improve the work efficiency of grassroots employees, and assist in the digital transformation of enterprises and the construction of modern service systems.

[0004] From the perspective of better meeting the power system's needs for marketing project management, there is an urgent need for a new method that can manage the compliance and approval process of marketing projects. It is necessary to form an information support platform for marketing project management, manage the entire process from project creation, project review, and project archiving, integrate historical construction results, achieve unified data sharing, establish an online management model, create an efficient and accurate project duplication checking mechanism, and promote high-quality project management. Summary of the invention

[0005] To sum up, in order to solve the defect that the manual review method under the existing technology can no longer meet the various needs of marketing projects, the present invention provides a method for compliance analysis and approval process control of marketing projects. Through advanced technologies such as big data query and investigation, it solves the problems of repeated project establishment, process control standardization, and transparency and digitization of the project establishment process, thereby improving project control efficiency.

[0006] The present invention provides a method for compliance assessment and approval process control of marketing projects, and its specific process is as follows:

[0007] 1) Establish a reserve project module;

[0008] 2) Establish project configuration management module;

[0009] 3) Establish a project management dashboard module;

[0010] 4) Check and approve the above steps through the project application / project approval module.

[0011] According to a method for compliance assessment and approval process control of marketing projects of the present invention, it is characterized in that the step 1) establishes a reserve project module, including: filling in reserve project information, assessing reserve project content and archiving reserve projects, a total of 4 parts, which are specifically:

[0012] 1) Fill in the information of reserve projects:

[0013] Fill in the information of the declared reserve projects for the marketing comprehensive plan projects and cost capital projects, upload them using the project summary form, and query by dimensions such as power supply unit, project number, project name, and year;

[0014] 2) Research and judgment on the content of reserve projects:

[0015] The content information of the reserve project saved by the above-mentioned reserve project information filling is compared with the historical database project for the repetitiveness of the project according to the content of the project, and the project repetitiveness index is prompted. The repetitiveness index of the project includes: total repetitiveness and repetitive content;

[0016] 3) Archive of reserve projects:

[0017] The above reserve projects will go through the approval process and the completed projects will be archived.

[0018] A method for compliance assessment and approval process control of marketing projects according to the present invention is characterized in that when the reserve project information is filled in and queried, the project information is displayed in the form of a list, and in this step, the addition, deletion and modification of projects are supported.

[0019] A method for compliance assessment and approval process control of marketing projects according to the present invention is characterized in that, after assessing the content of the reserve projects, obtaining the duplicate assessment and comparison results and obtaining the project duplication rate index, the project is prompted as to whether it is a key project direction based on the key project direction identification results. If so, it is passed; if not and the project duplication rate index exceeds a preset value, it is rejected. In addition, based on the negative list project identification results, it is prompted as to whether the project is a negative list project. If so, submission is not allowed; if not, submission is allowed.

[0020] According to a method for compliance assessment and approval process control of marketing projects of the present invention, it is characterized in that the step 2) establishes a project configuration management module, including: project classification management, division of business management, project repetitive management, key project direction management, negative list management and project authority management, a total of 6 parts, which are specifically:

[0021] 1) Project classification management:

[0022] According to step 1), the approved reserve projects obtained by the reserve project module are established, and these reserve projects are further uniformly classified. In this step, the maintenance functions of adding, deleting and deactivating projects are supported;

[0023] 2) In charge of business management:

[0024] Categorize and manage the above-mentioned projects and maintain the business information according to the business content;

[0025] 3) Project repetitive management:

[0026] For the items classified by the above-mentioned project classification management, repeat the search again and remove any duplicates;

[0027] 4) Key project direction management:

[0028] For the above-mentioned project classification management, the classified projects shall be maintained according to the annual key project direction list, and the key project direction information shall be maintained;

[0029] 5) Negative list management:

[0030] Classify and manage the above-mentioned projects and maintain negative list information according to the negative list;

[0031] 6) Project authority management

[0032] Manage the project classification management and review authority of the business management in the above steps.

[0033] A method for compliance assessment and approval process control of a marketing project according to the present invention is characterized in that the project classification management is specifically divided into different project classifications according to project business types, and the hierarchical relationship of the classifications is confirmed.

[0034] A method for compliance assessment and approval process control of a marketing project according to the present invention is characterized in that the project duplication management specifically utilizes a duplicate detection model to perform duplicate comparison analysis with an existing project library to eliminate duplicate project content.

[0035] According to a method for compliance assessment and approval process control of a marketing project of the present invention, it is characterized in that the step 3) establishes a project management dashboard module, including three parts: project application analysis, project review analysis and project assessment analysis, which are specifically:

[0036] 1) Project application analysis:

[0037] This step analyzes the application status of the approved reserve projects in step 1) establishing the reserve project module and the classified configured projects in step 2) establishing the project configuration management;

[0038] 2) Project review and analysis:

[0039] For the above analyzed application projects, analyze the project approval status by time, unit, business, and approval opinion. This step includes: the distribution of project applications, review returns, and approved projects;

[0040] 3) Project research and analysis:

[0041] For the application projects analyzed above, analyze the project evaluation situation according to the dimensions of time, unit, and project classification. This step includes: the number of projects in key project directions, the number of projects on the negative list, and the number of times the project content is checked for duplication.

[0042] A method for compliance assessment and approval process control of a marketing project according to the present invention is characterized in that the project application analysis analyzes the application status of the project according to the dimensions of time, unit, and business classification, and obtains the number of project applications and the number of project archives for use in subsequent steps.

[0043] According to a method for compliance assessment and approval process control of marketing projects of the present invention, it is characterized in that the step 4) verifies and approves the above steps through the project application / project approval module, including two parts: project verification and reserve project approval, which are specifically:

[0044] 1) Project verification:

[0045] According to the results of key project direction identification, project duplication identification and negative list project identification obtained in steps 1) to 3), the project construction content is checked again. If the check is passed, the project will continue and the project will be approved. If the check is not passed, the process ends and the project will not be approved. In this step, both the passed and failed projects can be reported for approval;

[0046] 2) Approval of reserve projects:

[0047] Approve the reserve items in the approval process of step 1) by adopting a level-by-level review, and execute them after all are passed.

[0048] The present invention provides a method for compliance assessment and approval process control of marketing projects, the purpose of which is to solve the problem of repeated project establishment, realize transparency and digitization of the project establishment process, and improve project control efficiency.

[0049] The following beneficial effects are achieved by using a method for marketing project compliance assessment and approval process control of the present invention:

[0050] (1) The method of the present invention for compliance assessment and approval process control of marketing projects further improves the accuracy and compliance of marketing project creation, the efficiency and transparency of review, and the orderly management of archiving through compliance assessment and approval process control of marketing projects. It transforms the process from "passive" acceptance of projects to "active" acceptance of projects, conducts marketing project management from a digital perspective, and comprehensively strengthens the digital transformation process of marketing.

[0051] (2) The present invention provides a method for compliance assessment and approval process control of marketing projects. Through the marketing project control platform, the entire process of marketing projects from project creation, project review and project archiving can be monitored online. Through big data analysis, project control is strengthened, and a comprehensive analysis of project compliance and investment direction is conducted to avoid duplicate project construction and further standardize project investment. BRIEF DESCRIPTION OF THE DRAWINGS

[0052] Figure 1 The present invention is a framework flow chart of a method for compliance assessment and approval process control of a marketing project. DETAILED DESCRIPTION

[0053] The following is a further description of the technical means, creative features, objectives and effects achieved by the method for compliance assessment and approval process control of a marketing project of the present invention in combination with the accompanying drawings and embodiments.

[0054] Example

[0055] like Figure 1 As shown, a method for compliance assessment and approval process control of a marketing project of the present invention, the specific process of which is as follows:

[0056] 1) Establish a reserve project module;

[0057] 2) Establish project configuration management module;

[0058] 3) Establish a project management dashboard module;

[0059] 4) Check and approve the above steps through the project application / project approval module.

[0060] Step 1) Establish a reserve project module, including: filling in reserve project information, reviewing and judging the reserve project content, and archiving the reserve project, a total of 4 parts, which are specifically:

[0061] 1) Fill in the information of reserve projects:

[0062] Fill in the information of the declared reserve projects for the marketing comprehensive plan projects and cost capital projects, upload them using the project summary form, and query by dimensions such as power supply unit, project number, project name, and year;

[0063] 2) Research and judgment on the content of reserve projects:

[0064] The content information of the reserve project saved by the above-mentioned reserve project information filling is compared with the historical database project for the repetitiveness of the project according to the content of the project, and the project repetitiveness index is prompted. The repetitiveness index of the project includes: total repetitiveness and repetitive content;

[0065] 3) Archive of reserve projects:

[0066] The above reserve projects will go through the approval process and the completed projects will be archived.

[0067] When filling in the reserve project information in this embodiment and querying it, the project information is displayed in the form of a list, and this step supports adding, deleting and modifying projects.

[0068] After the content of the reserve project in this embodiment is judged and the comparison results of its duplication judgment are obtained and the project duplication rate index is obtained, it is prompted whether the project is a key project direction based on the key project direction identification results. If so, it is passed; if not and the project duplication rate index exceeds the preset value, it is rejected. In addition, it is also prompted whether the project is a negative list project based on the negative list project identification results. If so, it is not allowed to be submitted; if not, it is allowed to be reported.

[0069] Step 2) Establish a project configuration management module, including: project classification management, business management, project repetitive management, key project direction management, negative list management and project authority management, a total of 6 parts, which are specifically:

[0070] 1) Project classification management:

[0071] According to step 1), the approved reserve projects obtained by the reserve project module are established, and these reserve projects are further uniformly classified. In this step, the maintenance functions of adding, deleting and deactivating projects are supported;

[0072] 2) In charge of business management:

[0073] Categorize and manage the above-mentioned projects and maintain the business information according to the business content;

[0074] 3) Project repetitive management:

[0075] For the items classified by the above-mentioned project classification management, repeat the search again and remove any duplicates;

[0076] 4) Key project direction management:

[0077] For the above-mentioned project classification management, the classified projects shall be maintained according to the annual key project direction list, and the key project direction information shall be maintained;

[0078] 5) Negative list management:

[0079] Classify and manage the above-mentioned projects and maintain negative list information according to the negative list;

[0080] 6) Project authority management

[0081] Manage the project classification management and review authority of the business management in the above steps.

[0082] The project classification management in this embodiment specifically involves dividing the projects into different categories according to the project business types and confirming the hierarchical relationship of the categories.

[0083] The project duplication management in this embodiment specifically utilizes a duplicate detection model to perform duplicate comparison analysis with an existing project library to eliminate duplicate project content.

[0084] Step 3) Establish a project management dashboard module, including three parts: project application analysis, project review analysis and project research and analysis. Specifically:

[0085] 1) Project application analysis:

[0086] This step analyzes the application status of the approved reserve projects in step 1) establishing the reserve project module and the classified configured projects in step 2) establishing the project configuration management;

[0087] 2) Project review and analysis:

[0088] For the above analyzed application projects, analyze the project approval status by time, unit, business, and approval opinion. This step includes: the distribution of project applications, review returns, and approved projects;

[0089] 3) Project research and analysis:

[0090] For the application projects analyzed above, analyze the project evaluation situation according to the dimensions of time, unit, and project classification. This step includes: the number of projects in key project directions, the number of projects on the negative list, and the number of times the project content is checked for duplication.

[0091] The project application analysis in this embodiment analyzes the application status of the projects according to the dimensions of time, unit, and business classification, and obtains the number of project applications and the number of project archives for use in subsequent steps.

[0092] Step 4) Check and approve the above steps through the project application / project approval module, including two parts: project verification and reserve project approval, which are specifically:

[0093] 1) Project verification:

[0094] According to the results of key project direction identification, project duplication identification and negative list project identification obtained in steps 1) to 3), the project construction content is checked again. If the check is passed, the project will continue and the project will be approved. If the check is not passed, the process ends and the project will not be approved. In this step, both the passed and failed projects can be reported for approval;

[0095] 2) Approval of reserve projects:

[0096] Approve the reserve items in the approval process of step 1) by adopting a level-by-level review, and execute them after all are passed.

[0097] The method of the present invention for compliance assessment and approval process control of marketing projects can further improve the accuracy and compliance of marketing project creation, the efficiency and transparency of review, and the orderly management of archiving through compliance assessment and approval process control of marketing projects, from "passive" acceptance of projects to "active" welcoming of projects, and carry out marketing project management from a digital perspective, comprehensively strengthening the digital transformation process of marketing. The method of the present invention for compliance assessment and approval process control of marketing projects can monitor the entire process of marketing projects from project creation, project review, and project archiving online through a marketing project management and control platform. Through big data analysis, project control is strengthened, and a comprehensive analysis of project compliance and investment direction is conducted to avoid duplicate project construction and further standardize project investment.

[0098] However, those skilled in the art should recognize that the above embodiments are only used to illustrate the present application, and are not used 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 compliance assessment and approval process control of marketing projects, which is specifically described as follows: 1) Establish a reserve project module; 2) Establish project configuration management module; 3) Establish a project management dashboard module; 4) Check and approve the above steps through the project application / project approval module.

2. A method for compliance assessment and approval process control of marketing projects as claimed in claim 1, characterized in that: The step 1) establishes a reserve project module, including: filling in reserve project information, evaluating reserve project content, and archiving reserve projects, a total of 4 parts, which are specifically: 2.1) Fill in the information of reserve projects: Fill in the information of the declared reserve projects for the marketing comprehensive plan projects and cost capital projects, upload them using the project summary form, and query by dimensions such as power supply unit, project number, project name, and year; 2.2) Research and judgment on the content of reserve projects: Fill in the content information of the reserve project saved by the reserve project information in step 2.1) above, and compare the repetitiveness of the project with the historical database project according to the content of the project, and prompt the project repetitiveness index, which includes: total repetitiveness and repetitive content; 2.3) Archive of reserve projects: The above reserve projects will go through the approval process and the completed projects will be archived.

3. A method for compliance assessment and approval process control of marketing projects as described in claim 2, characterized in that: When filling in the reserve project information in step 2.1), when querying it, the project information is displayed in the form of a list, and this step supports the addition, deletion and modification of projects.

4. A method for compliance assessment and approval process control of marketing projects as described in claim 2, characterized in that: After evaluating the content of the reserve projects in step 2.2), obtaining the results of the duplicate evaluation and comparison and obtaining the project duplication rate index, the key project direction identification result is used to prompt whether the project is a key project direction. If so, it is passed; if not and the project duplication rate index exceeds the preset value, it is rejected. In addition, the negative list project identification result is used to prompt whether the project is a negative list project. If so, it is not allowed to be submitted; if not, it is allowed to be reported.

5. A method for compliance assessment and approval process control of marketing projects as claimed in claim 1, characterized in that: The step 2) establishes a project configuration management module, including: project classification management, division of business management, project repetitive management, key project direction management, negative list management and project authority management, a total of 6 parts, which are specifically: 5.1) Project classification management: According to step 1), the approved reserve projects obtained by the reserve project module are established, and these reserve projects are further uniformly classified. In this step, the maintenance functions of adding, deleting and deactivating projects are supported; 5.2) In charge of business management: For the items classified in step 4.1), maintain the business information according to the business content; 5.3) Project repetitive management: For the items classified in step 4.1), repeat the search again and remove any duplicates; 5.4) Key project direction management: For the projects classified in step 4.1), maintain the key project direction information according to the annual key project direction list; 5.5) Negative list management: For the items classified in step 4.1), maintain the negative list information according to the negative list; 5.6) Project authority management Manage the access rights of project classification management and business management in the above steps 5.1) to 5.5).

6. A method for compliance assessment and approval process control of marketing projects as described in claim 5, characterized in that: The project classification management in step 5.1) is specifically to classify the projects into different categories according to the project business type and confirm the hierarchical relationship of the categories.

7. A method for compliance assessment and approval process control of marketing projects as described in claim 5, characterized in that: The step 5.3) project duplication management is specifically to use the duplicate detection model to perform duplicate comparison analysis with the existing project library to eliminate duplicate project content.

8. A method for compliance assessment and approval process control of marketing projects as claimed in claim 1, characterized in that: The step 3) establishes a project management dashboard module, including three parts: project application analysis, project review analysis and project research and analysis, which are specifically: 8.1) Project application analysis: This step analyzes the application status of the approved reserve projects in step 1) establishing the reserve project module and the classified configured projects in step 2) establishing the project configuration management; 8.2) Project review and analysis: For the application projects analyzed in step 8.1), analyze the project approval status by time, unit, business, and approval opinion. This step includes: the distribution of project applications, review returns, and approved projects; 8.3) Project Research and Analysis: For the application projects analyzed in step 8.1), analyze the project evaluation situation according to the dimensions of time, unit, and project classification. This step includes: the number of projects in key project directions, the number of projects on the negative list, and the number of times the project content is checked for duplication.

9. A method for compliance assessment and approval process control of marketing projects as claimed in claim 8, characterized in that: The step 8.1) project application analysis analyzes the application status of the projects according to the dimensions of time, unit, and business classification, and obtains the number of project applications and the number of project archives for use in subsequent steps.

10. A method for compliance assessment and approval process control of marketing projects as claimed in claim 8, characterized in that: The step 4) checks and approves the above steps through the project application / project approval module, including two parts: project verification and reserve project approval, which are specifically: 10.1) Project Verification: According to the results of key project direction identification, project duplication identification and negative list project identification obtained in steps 1) to 3), the project construction content is checked again. If the check is passed, the project will continue and the project will be approved. If the check is not passed, the process ends and the project will not be approved. In this step, both the passed and failed projects can be reported for approval; 10.2) Approval of reserve projects: Approve the reserve items in the approval process of step 1) by adopting a level-by-level review, and execute them after all are passed.

Images