Commercial bank information science and technology construction project evaluation method and system

By proposing a systematic project evaluation method in the information technology construction project of commercial banks, including indicator publication, data statistics and correction measures, the problem of lack of systematic and subjective factors in the existing evaluation methods is solved, and the quantification and automation of project evaluation is realized, and the objectivity and efficiency of evaluation is improved.

CN119918996APending Publication Date: 2025-05-02BEIYIN FINANCIAL TECH CO LTD
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Patent Information

Application Number
CN202411979289.6
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-31
Publication Date
2025-05-02

AI Technical Summary

Technical Problem

The existing project evaluation methods lack systematicity and comprehensiveness, and the specific task progress of the information technology strategic planning cannot be quantified, making it difficult for the project team to grasp the weak points and optimize them, and the subjective factors account for a high proportion of them and insufficient objectivity.

Method used

A commercial bank information technology construction project evaluation method is proposed, including establishing indicators to be evaluated before the project is established, publicizing the evaluation indicators after the project is launched, statistical and analyzing the indicator data during the project, regularly issuing the evaluation results and proposing correction measures, and conducting an overall evaluation after the project is completed. This method realizes the quantification and automation of project evaluation through scientific and systematic indicator configuration and data collection.

Benefits of technology

Establish a scientific and effective project evaluation solution, which improves the objectivity and accuracy of project evaluation, helps enterprises guide the direction of information development, improve the overall efficiency and management level of information systems, optimize the allocation of scientific and technological resources, and improve the efficiency of scientific and technological investment.

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Abstract

The invention discloses a commercial bank information science and technology construction project assessment method and system. The method comprises the following steps: S1, determining to-be-assessed indexes before project approval; s2, collecting an expected target of a business value dimension index during project establishment; s3, after the project is started, the evaluation indexes are publicized; s4, performing statistics on index data during project proceeding; s5, analyzing the index data and regularly issuing a result to correct the deviation; s6, publicizing the newly added indexes; and S7, completing overall evaluation after the project settlement. The scientific and effective project evaluation solution is established, and scientific and technological construction projects are evaluated systematically, comprehensively and automatically, so that the enterprise informatization development direction is effectively guided, the overall efficiency and management level of an information system are improved, and a solid foundation is laid for long-term development of enterprises.
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Description

Technical Field

[0001] The present invention belongs to the technical field of information management, and in particular is a method and system for evaluating information technology construction projects of commercial banks. Background Art

[0002] The significance of quantitative evaluation of information technology strategic planning is to guide the direction of enterprise informatization development, improve the overall efficiency and management level of enterprise information systems, optimize enterprise organization, processes, personnel and other resources, enhance enterprise competitiveness, and cater to future informatization development trends, thus laying a solid foundation for the long-term development of the enterprise.

[0003] The current project evaluation is mainly aimed at promoting the efficient use of resources in the project, achieving project value, business satisfaction, and helping the center to improve its value delivery level. The evaluation is conducted from five aspects: value, satisfaction, resources, progress, and quality. Among them, value realization mainly measures the realization of the measurable expected value set at the time of project establishment. This indicator is calculated by adding up the average. For projects where the expected value indicator set at the time of project establishment is non-measurable, qualitative judgment is used; satisfaction is obtained by conducting a questionnaire survey on the department that proposes the project's needs, and the satisfaction survey is mainly conducted from five key contents: planning, business needs, delivery quality, user experience, and communication; the resource situation is measured by the total workload deviation rate. Considering the workload input deviation caused by uncontrollable factors of the project team in actual work, reasonable deviations are allowed for this indicator; the progress is measured by the degree of delay in production, excluding the procurement cycle and the trial operation stage. The number of milestone changes is greater than or equal to 3 times or the change process is not submitted as required as a supplementary judgment basis for this indicator; the quality situation is measured by production time, and the number of production times is counted.

[0004] The current project evaluation dimensions are relatively scattered, and a standard evaluation system suitable for the industry has not been formed. This will lead to problems such as "the specific task progress of the information technology strategic plan cannot be quantitatively evaluated."

[0005] The current project evaluation methods lack publicity and implementation, and usually it is impossible to clarify key indicators and evaluation methods before project implementation, which will lead to problems such as "the project team is unable to identify weak points and make reasonable optimizations during project implementation."

[0006] The current project evaluation content is not comprehensive enough, and an evaluation indicator library with sufficient coverage has not been established, which will lead to problems such as "no evaluation of the completion of the key task list".

[0007] Subjective factors account for a high proportion in current project evaluation results. Most indicators are derived from manual statistics, and the evaluation of some indicators relies on subjective evaluations such as expert judgment, which will lead to problems such as lack of objectivity in the evaluation results to a certain extent. Summary of the invention

[0008] In view of the above problems, the present invention is proposed to provide a commercial bank information technology construction project evaluation method and system that overcomes the above problems or at least partially solves the above problems.

[0009] To achieve the above object, the present invention adopts the following technical solutions:

[0010] A commercial bank information technology construction project evaluation method, the method comprising the following steps:

[0011] S1. Establish the indicators to be evaluated before the project is established;

[0012] S2. Expected goals for collecting business value dimension indicators when establishing a project;

[0013] S3. Publicize the evaluation indicators after the project is launched;

[0014] S4. Statistical indicators of the ongoing project;

[0015] S5. Analyze indicator data and issue results regularly to correct deviations;

[0016] S6. Announcement of newly added indicators;

[0017] S7. Complete the overall evaluation after the project is completed.

[0018] Optionally, step S1 includes establishing a project evaluation method and corresponding evaluation indicators based on the company's goals and management requirements for the year.

[0019] Optionally, step S3 includes publicizing the evaluation indicators and corresponding evaluation methods in advance after the project is launched.

[0020] Optionally, step S4 includes collecting data from various business systems and project management tools during project implementation.

[0021] Optionally, step S5 includes regularly analyzing the collected data and generating an evaluation report, and proposing corrective measures when it is found that the project deviates from the expected goals.

[0022] Optionally, step S6 includes adding new evaluation indicators when the project scope changes, and promptly announcing the newly added evaluation indicators and incorporating them into the evaluation system.

[0023] Optionally, step S7 includes:

[0024] Business value dimension assessment, used to evaluate whether the project has achieved the expected business value;

[0025] The evaluation of the technology construction dimension is used to assess whether the technical implementation of the project has reached the expected quality standards;

[0026] Project management dimension assessment is used to evaluate whether the project management is efficient and whether it is completed on time and within budget.

[0027] The present invention also provides a commercial bank information technology construction project evaluation system, which is used to execute any of the commercial bank information technology construction project evaluation methods described above, including:

[0028] User interface layer, used to display the user interface;

[0029] Application service layer, used to process application services of business logic;

[0030] The data access layer is used to interact with the database and perform operations such as adding, deleting, modifying and querying data;

[0031] Database, used to store system data;

[0032] A cache layer to improve data access speed and system performance;

[0033] Message queues and event streams are used to handle asynchronous tasks and event streams.

[0034] In summary, due to the adoption of the above technical solution, the beneficial effects of the present invention are:

[0035] 1. The present invention establishes a set of scientific and effective project evaluation solutions to evaluate scientific and technological construction projects in a systematic, comprehensive and automated manner, thereby effectively guiding the development direction of enterprise informatization, improving the overall efficiency and management level of the information system, and laying a solid foundation for the long-term development of the enterprise.

[0036] 2. The present invention intelligently configures indicators and calculates results, scientifically and impartially evaluates the quality and level of scientific and technological achievements, so as to promote the transformation and application of scientific and technological achievements; forms a set of effective evaluation methods for scientific and technological construction projects, which can carry out quantitative evaluation of scientific and technological construction achievements.

[0037] 3. This paper clarifies the business value created by the project, the innovation points of scientific and technological achievements, the technical maturity and project management capabilities, which helps to optimize the allocation of scientific and technological resources, improve the benefits of scientific and technological investment, and promote scientific and technological progress to enable business development; management can refer to the evaluation results to make future investment and resource allocation decisions. At the same time, for areas with poor performance, measures can be considered to improve them to increase the success rate of the project. BRIEF DESCRIPTION OF THE DRAWINGS

[0038] Figure 1 A flowchart of a commercial bank information technology construction project evaluation method provided in Example 1 of the present application;

[0039] Figure 2A flowchart of a commercial bank information technology construction project evaluation system provided in Example 2 of the present application. DETAILED DESCRIPTION

[0040] 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 present invention. Obviously, the described embodiments are part of the embodiments of the present invention, rather than all the embodiments. Based on the embodiments in the present invention, all other embodiments obtained by ordinary technicians in this field without making creative work are within the scope of protection of the present invention.

[0041] Embodiment 1:

[0042] See also Figure 1 This embodiment provides a method for evaluating a commercial bank's information technology construction project, the method comprising the following steps:

[0043] S1. Establish the indicators to be evaluated before launching the project.

[0044] Step S1 includes establishing the project evaluation method and corresponding evaluation indicators according to the enterprise goals and management requirements of the current year. These indicators will be used for process monitoring and post-project evaluation to measure the success of the project.

[0045] S2. Collect expected goals of business value dimension indicators when establishing a project.

[0046] During the project initiation phase, the assessment team collected expected goals in the business value dimension.

[0047] S3. Publicize the evaluation indicators after the project is launched.

[0048] Step S3 includes making the evaluation indicators and corresponding evaluation methods public in advance after the project is launched.

[0049] S4. Statistical indicator data during the project.

[0050] Step S4 includes collecting data from various business systems and project management tools during the project implementation process, such as:

[0051] Progress tracking: Comparison of project progress against plan.

[0052] Budget management: comparison of actual expenditures with budget.

[0053] Requirements management: frequency and impact of requirements changes.

[0054] S5. Analyze indicator data and issue results regularly to correct deviations.

[0055] Step S5 includes regularly analyzing the collected data and generating evaluation reports. When it is found that the project deviates from the expected goals, corrective measures are proposed, such as:

[0056] Schedule delays: Add resources or adjust plans to catch up.

[0057] Cost overruns: Review budget allocations and optimize resource usage.

[0058] S6. Publicize new indicators.

[0059] Step S6 includes adding new evaluation indicators when the project scope changes, and promptly announcing the newly added evaluation indicators and incorporating them into the evaluation system.

[0060] S7. Complete the overall evaluation after the project is completed.

[0061] Step S7 includes:

[0062] Business value dimension assessment is used to evaluate whether the project has achieved the expected business value.

[0063] The science and technology construction dimension assessment is used to evaluate whether the technical implementation of the project has met the expected quality standards.

[0064] Project management dimension assessment is used to evaluate whether the project management is efficient and whether it is completed on time and within budget.

[0065] This embodiment establishes a set of scientific and effective project evaluation solutions to systematically, comprehensively and automatically evaluate science and technology construction projects, thereby effectively guiding the direction of enterprise informatization development, improving the overall efficiency and management level of information systems, and laying a solid foundation for the long-term development of enterprises.

[0066] This embodiment intelligently configures indicators and calculates results, scientifically and impartially evaluates the quality and level of scientific and technological achievements to promote the transformation and application of scientific and technological achievements; forms a set of effective scientific and technological construction project evaluation methods that can conduct quantitative evaluation of scientific and technological construction achievements.

[0067] This embodiment clarifies the business value created by the project, the innovation points of scientific and technological achievements, the technical maturity and project management capabilities, which helps to optimize the allocation of scientific and technological resources, improve the benefits of scientific and technological investment, and promote scientific and technological progress to enable business development; management can refer to the evaluation results to make future investment and resource allocation decisions. At the same time, for areas with poor performance, measures can be considered to improve them to increase the success rate of the project.

[0068] Embodiment 2:

[0069] Embodiment 2 discloses a commercial bank information technology construction project evaluation system, which is used to execute the commercial bank information technology construction project evaluation method described above, including:

[0070] The user interface layer is used to display the user interface, including the interface where the front-end application and the user directly interact, such as the web interface or the mobile application interface.

[0071] The application service layer is used to process application services of business logic, such as user authentication, project management, and evaluation indicator management.

[0072] The data access layer is used to interact with the database and perform data addition, deletion, modification and query operations.

[0073] Database, used to store system data, such as PostgreSQL.

[0074] The cache layer is used to improve data access speed and system performance, using cache technology such as Redis.

[0075] Message queues and event streams for processing asynchronous tasks and event streams. Use message queues, such as Apache Kafka, to process asynchronous tasks and event streams to improve system responsiveness and scalability.

[0076] The technical selection of this embodiment includes:

[0077] Backend framework: Spring Boot, used to quickly develop enterprise-level Java applications based on the Spring framework.

[0078] Front-end framework: React, providing a dynamic user interface.

[0079] Database: PostgreSQL, for storing structured data.

[0080] Cache system: Redis, used to improve data access speed.

[0081] Message queue: Kafka, for processing asynchronous tasks and data streams

[0082] Data flows include: data flows in from various business systems through API interfaces, is stored in the data warehouse after the ETL process, the system processes and analyzes the data according to the configured evaluation model, and finally displays the results on the user interface.

[0083] Security design includes: the system uses OAuth 2.0 for user authentication and JWT (JSON Web Tokens) for authorization. Data transmission is encrypted with TLS, and database access uses role-based access control.

[0084] The key technical implementations of this embodiment include:

[0085] Automated data collection: The system automatically collects data from business systems through Webhooks and API integration. The data collection module is responsible for data extraction, conversion and loading.

[0086] Intelligent Analysis Engine: The intelligent analysis engine uses machine learning algorithms to train models based on historical data to conduct risk assessment and value prediction for projects.

[0087] Real-time monitoring and alarm: The system monitors key project indicators through real-time data stream processing technology. Once an abnormality is found, the project leader will be notified immediately via email or SMS.

[0088] User interface design: The user interface adopts responsive design to ensure a good user experience on different devices. The interface includes modules such as dashboard, project list, and evaluation report.

[0089] The system functional modules include:

[0090] A project evaluation system is built on the basis of the basic project management system, which mainly realizes the statistics and analysis of data required for project evaluation, such as indicator configuration, data collection, and indicator calculation. The evaluation of information technology construction projects is completed efficiently through the project evaluation system.

[0091] Indicator configuration function: realize the systematic configuration of indicator content and calculation formula;

[0092] System automatic value-taking function: If the data required by the indicators are already in the basic project management system, the automatic value-taking function will be implemented in the evaluation system;

[0093] Synchronize data between systems: realize data interfaces of major systems such as basic management systems, test-related systems, and business ERP-related systems according to evaluation indicators, and synchronize data required for evaluation indicators;

[0094] Data reporting function: The data required for some indicators need to be reported manually. The system realizes the function of setting target parameters and manual data reporting, and automatically calculates after verifying the reported data.

[0095] Function of forming evaluation scores according to calculation logic: Automatically generate specific scores for each evaluation content and display details according to the calculation logic configured by indicators;

[0096] Data configuration function: realize flexible configuration of target data, calculation logic and other data;

[0097] Basic management functions: user management, account management, and permission management functions

[0098] Report function: The overall evaluation results of the project are reported, which can be filtered by project, by time, sorted by score, and export and download functions are provided.

[0099] Data processing and storage include:

[0100] Data storage solution: PostgreSQL is used as the main database, and Elasticsearch is used for full-text search and complex queries.

[0101] Data backup and recovery: The system automatically backs up the database every day. The backup files are stored in the cloud storage service and support one-click recovery.

[0102] Data cleaning and preprocessing: Data is cleaned and preprocessed before entering the warehouse to ensure data consistency and accuracy.

[0103] System integration and expansion include:

[0104] API integration: The system provides API to facilitate integration with other systems and supports two-way exchange of data.

[0105] Plug-ins and extensions: The system supports plug-in architecture, allowing third-party developers to develop new functional modules.

[0106] Performance optimizations include:

[0107] Load balancing: Use Nginx as a load balancer to distribute user requests to different servers to improve system availability and response speed.

[0108] Cache mechanism: Use Redis to cache frequently accessed data to reduce database pressure.

[0109] Database optimization: Regularly optimize the database index and query to improve database performance.

[0110] Testing and deployment include:

[0111] Testing strategy: including unit testing, integration testing, performance testing and security testing to ensure the stability and security of the system.

[0112] Continuous Integration / Continuous Deployment (CICD): Use Jenkins to automate the build, test, and deployment processes.

[0113] Deployment plan: The system is deployed using Docker containers and managed through Kubernetes, supporting elastic scaling on the cloud platform.

[0114] The technical implementation steps of this embodiment include:

[0115] Step 1: Requirements Analysis and System Design

[0116] Clarify system requirements, design system architecture, including microservice architecture and data flow diagram, and determine the technology stack, such as using Spring Boot and React.

[0117] Step 2: Environment construction and configuration

[0118] Build development, testing and production environments on cloud platforms. Configure continuous integration / continuous deployment (CI / CD) pipelines and use Jenkins to automate builds and deployments.

[0119] Step 3: Core Function Development

[0120] Project Management Module

[0121] It mainly reuses the existing project management system in the enterprise, realizes docking in the business process, and captures the management data of the project process in the corresponding links as needed.

[0122] Evaluation indicator management module

[0123] Allow users to define and configure evaluation indicators. Design a database model to store indicator information. Develop an indicator configuration interface to allow users to add and modify indicators through the interface.

[0124] Reporting and Analysis Module

[0125] Generate evaluation reports and support data visualization. Integrate data visualization libraries and develop report generators to automatically extract data from databases and generate reports.

[0126] Step 4: Data Integration and Automation

[0127] Integrate the bank's existing business systems, such as test systems, business ERP systems, etc., and automatically collect project data through APIs. Develop ETL processes to automatically clean, transform, and load data into the data warehouse.

[0128] Step 5: Intelligent analysis engine development

[0129] Develop intelligent analytical engines using machine learning algorithms.

[0130] Step 6: Security and performance optimization

[0131] Implement JWT authorization; optimize database queries and use Redis to cache frequently accessed data.

[0132] Step 7: Testing

[0133] Perform unit testing, integration testing, and performance testing; fix any issues found to ensure system stability.

[0134] Step 8: User training and launch

[0135] Train the project management team on system usage; deploy the system in a production environment, and monitor system performance and user feedback.

[0136] Step 9: Post-maintenance and iteration

[0137] Optimize the system and iterate functions based on user feedback.

[0138] Embodiment three:

[0139] An example of the whole process of project evaluation is to evaluate the information technology construction projects of commercial banks by taking the two projects of "enterprise-level online payment platform" and "corporate customer credit assessment system" as examples.

[0140] Among them, the "Enterprise-level Online Payment Platform" project aims to provide corporate customers with a safe and efficient online payment platform to simplify the payment process and reduce transaction costs. The main goal is to improve payment processing speed and increase corporate customer satisfaction; the "Corporate Customer Credit Assessment System" project aims to develop an automated credit assessment system to quickly and accurately assess the credit status of corporate customers. The main goal is to shorten the credit assessment cycle and improve loan approval efficiency.

[0141] 1. Establish the indicators to be evaluated before project establishment

[0142] 1.1 Business value dimension:

[0143] Business performance, management quality and effectiveness, and achievement of expected goals.

[0144] 1.2 Dimension of scientific and technological construction:

[0145] Architecture quality, testing quality, production quality, security quality, and deliverable quality. Advancedness assessment is not considered in this project evaluation.

[0146] 1.3 Project Management Dimensions

[0147] Budget management, demand management, progress management, business verification, communication management and promotion.

[0148] 2. Expected goals for collecting business value dimension indicators when establishing a project

[0149] During the project initiation phase, the assessment team collected expected goals in the business value dimension.

[0150] 2.1 The expected targets of the business value dimension indicators of the “Enterprise Online Payment Platform” project are as follows:

[0151] Operating performance: The goal is to increase transaction volume by 20%.

[0152] Cost-effectiveness: The goal is to reduce transaction costs by 15%.

[0153] Compliance: The goal is full compliance.

[0154] Satisfaction: The goal is to increase corporate customer satisfaction to 90%.

[0155] Expected target achievement rate: The goal is to achieve 100% of project goals.

[0156] 2.2 The expected targets of the business value dimension indicators of the “Corporate Customer Credit Assessment System” project are as follows:

[0157] Operating performance: The goal is to increase loan approval efficiency by 30%.

[0158] Cost-effectiveness: The goal is to reduce credit assessment time by 50%.

[0159] Compliance: The goal is full compliance.

[0160] Satisfaction: The target is 85% customer satisfaction.

[0161] Expected target achievement rate: The goal is to achieve 100% of project goals.

[0162] 3. Publicize evaluation indicators after project launch

[0163] After the project is launched, the evaluation indicators and expected goals will be disseminated through weekly project meetings and other means.

[0164] 4. Statistical indicators of the project

[0165] During the project implementation, the system automatically collects the data required for indicator calculation from various related systems and project management tools, such as:

[0166] Progress tracking: Comparison of project progress against plan.

[0167] Budget management: comparison of actual expenditures with budget.

[0168] Requirements management: frequency and impact of requirements changes.

[0169] 5. Analyze indicator data and issue results regularly to correct deviations

[0170] The system regularly analyzes the collected data and generates evaluation reports. If it is found that the project deviates from the expected goals, the system will propose corrective measures, such as:

[0171] Schedule delays: Add resources or adjust plans to catch up.

[0172] Cost overruns: Review budget allocations and optimize resource usage.

[0173] 6. Publicize new indicators (if any)

[0174] 7. Complete overall evaluation after project completion

[0175] 7.1 Business Value Dimension Assessment

[0176] 7.1.1 Comparison of Completion Status

[0177] Table 1 Comparison of business value dimension completion

[0178]

[0179]

[0180] 7.1.2 Rating Basis

[0181] When the completion of each indicator is consistent with the target value, the basic score is 100 points.

[0182] When the target value is exceeded, the score increases by 1 point for every 1% above the target value; when the target value is not reached, the score decreases by 1 point for every 1% below the target value.

[0183] If the compliance indicators are fully compliant, 100 points will be awarded, and no points will be increased or decreased.

[0184] 7.1.3 Score Calculation

[0185] The score of each indicator is multiplied by its weight, and then summed up to get the total score. The system automatically calculates the scoring result.

[0186] Enterprise-level online payment platform:

[0187] Operating performance: 100×0.40=40

[0188] Management quality and efficiency: 100×0.10=10

[0189] Compliance: 100×0.10=10

[0190] Satisfaction: 100×0.20=20

[0191] Expected target achievement rate: 105×0.20=21

[0192] Total score: 40+10+10+20+20=101

[0193] Corporate customer credit assessment system:

[0194] Operating performance: 83×0.40=33.2

[0195] Management quality and efficiency: 80×0.10=8

[0196] Compliance: 100×0.10=10

[0197] Satisfaction: 100×0.20=20

[0198] Expected target achievement rate: 94×0.20=18.8

[0199] Total score: 36.8+8+10+18.8+16.2=90

[0200] 7.1.4 Comparison results

[0201] The “Enterprise Online Payment Platform” reached or exceeded the target values ​​in all indicators, while the “Corporate Customer Credit Assessment System” did not reach the target values ​​in some indicators. This evaluation method can more specifically show the performance and differences of the two projects in achieving business value.

[0202] 7.2 Evaluation of science and technology construction

[0203] 7.2.1 Comparison of Completion Status

[0204] Table 2 Comparison of completion status of science and technology construction dimensions

[0205]

[0206]

[0207]

[0208] 7.2.2 Scoring is based on the quality of the architecture: 100 points will be awarded for fully implementing the judges’ opinions and the system design architecture.

[0209] Test quality: 0.2 points will be deducted for every 1% below the target for the UAT defect retest rate, and 12.5 points will be added for every day below the target for the UAT defect resolution time.

[0210] Production quality: 0.2 points will be deducted for every 1% below the target for the first-time pass rate, and 25 points will be deducted for every production event number exceeding the target.

[0211] Security quality: For penetration test, 1 point will be deducted for every 1% below the target for the repair rate, and 5 points will be deducted for every day the average repair time exceeds the target; points will be deducted for going online with problems based on the degree of impact.

[0212] Quality of deliverables: 0.5 points will be deducted for every 1% below the target for the document qualification rate.

[0213] 7.2.3 Score Calculation

[0214] The score of each indicator is multiplied by its weight, and then summed up to get the total score. The system automatically calculates the scoring result.

[0215] Enterprise-level online payment platform:

[0216] Architecture quality: (100+100) / 2=100

[0217] Test quality: (96.8+100) / 2=98.4

[0218] Production quality: (91.8+75) / 2=83.4

[0219] Safety quality: (100+100) / 2=100

[0220] Deliverable quality: 98

[0221] Total score: (100+98.4+83.4+100+98) / 5=95.3

[0222] Corporate customer credit assessment system:

[0223] Architecture quality: (100+90) / 2=95

[0224] Test quality: (97.8+100) / 2=98.9

[0225] Production quality: (89.5+50) / 2=69.75

[0226] Safety quality: (90+80) / 2=85

[0227] Deliverable quality: 95

[0228] Total score: (95+98.9+69.75+85+95) / 5=89.8

[0229] 7.2.4 Comparison results

[0230] The “Enterprise Online Payment Platform” has reached or exceeded the target values ​​in most of the indicators of the technology construction dimension, while the “Corporate Customer Credit Assessment System” has not reached the target values ​​in some indicators. This evaluation method can more specifically show the performance and differences of the two projects in terms of technology construction.

[0231] 7.3 Project Management Dimension Assessment

[0232] 7.3.1 Completion Status Comparison

[0233] Table 3 Comparison of project management dimension completion

[0234]

[0235]

[0236]

[0237]

[0238]

[0239] 7.3.2 Rating Basis

[0240] Budget management: 100 points for no budget increase, 80 points for exceeding the budget by 5%; 100 points for earmarked funds, 70 points for partial misappropriation of funds.

[0241] Demand management: 2 points will be deducted for every 1% the demand change ratio exceeds the target; 1 point will be deducted for every 1% the demand item production ratio falls below the target.

[0242] Progress management: 20 points will be deducted for each additional milestone adjustment; 1 point will be deducted for each 1% below the target for UAT delivery timeliness rate; 20 points will be deducted for each week the project warning duration exceeds.

[0243] Business verification: 100 points for full compliance with the plan, 80 points for partial failure to execute according to the plan.

[0244] Communication management: 20 points will be deducted for each additional delay in weekly report submission; 10 points will be deducted for each additional time the weekly report is not filled out as required; 10 points will be deducted for each absence from regular meetings.

[0245] 7.3.3 Score calculation

[0246] The score of each indicator is multiplied by its weight, and then summed up to get the total score. The system automatically calculates the scoring result.

[0247] “Enterprise-level online payment platform” project:

[0248] Budget management: (100+100) / 2=100

[0249] Demand management: (100+100) / 2=100

[0250] Progress management: (100+100+100) / 3=100

[0251] Business verification: 100

[0252] Communication management: (100+100+100) / 3=100

[0253] Total score: (100+100+100+100+100) / 5=100

[0254] “Corporate Customer Credit Assessment System” Project:

[0255] Budget management: (80+70) / 2=75

[0256] Demand management: (75+85) / 2=80

[0257] Progress management: (60+90+60) / 3=70

[0258] Business verification: 80

[0259] Communication management: (60+80+80) / 3=73.33

[0260] Total score: (75+80+70+80+73.33) / 5=74.67

[0261] 7.3.4 Comparison results

[0262] The "Enterprise Online Payment Platform" has achieved the target values ​​in most indicators of the project management dimension, while the "Corporate Customer Credit Assessment System" has not achieved the target values ​​in some indicators. This evaluation method can more specifically show the performance and differences of the two projects in project management.

[0263] 7.4 Comprehensive evaluation

[0264] 7.4.1 Summary Rating

[0265] Business value share: 50%

[0266] Proportion of scientific and technological construction: 25%

[0267] Project management: 25%

[0268] Summary score of the “Enterprise-level online payment platform” project

[0269] Aggregate Rating

[0270] =(100×0.50)+(95.3×0.25)+(100×0.25)=50+23.825+25=98.825

[0271] Summary score of the project “Corporate Customer Credit Assessment System”

[0272] Aggregate Rating

[0273] =(90×0.50)+(89.8×0.25)+(74.5×0.25)=45+22.45+18.625=86.075

[0274] 7.4.2 Comprehensive analysis

[0275] The enterprise-level online payment platform performed well in all dimensions, especially in business value and project management, where it achieved full marks, and the technology construction dimension was also close to full marks. This shows that the project has done a very good job in meeting business needs, technology implementation, and project execution, and can effectively achieve the expected goals and be completed within the budget and time frame.

[0276] The corporate customer credit assessment system performed well in the dimensions of business value and technology construction, but performed poorly in the dimensions of project management, especially in terms of schedule management and communication management. This may indicate that the project encountered some challenges during execution, such as demand changes, schedule delays, and communication problems, which affected the overall performance of the project.

[0277] Taking two projects as examples, the full-process evaluation method of information technology construction projects is demonstrated, in which the new system is fully utilized to realize automated value acquisition, calculation, calibration and evaluation, which greatly improves the accuracy and timeliness of the evaluation.

[0278] The above contents are further detailed descriptions of the present invention in combination with specific preferred embodiments, and it cannot be determined that the specific implementation of the present invention is limited to these descriptions. For ordinary technicians in the technical field to which the present invention belongs, several simple deductions or substitutions can be made without departing from the concept of the present invention, which should be regarded as falling within the protection scope of the present invention.

Claims

1. A commercial bank information technology construction project evaluation method, characterized in that: The method comprises the following steps: S1. Establish the indicators to be evaluated before the project is established; S2. Expected goals for collecting business value dimension indicators when establishing a project; S3. Publicize the evaluation indicators after the project is launched; S4. Statistical indicators of the ongoing project; S5. Analyze indicator data and issue results regularly to correct deviations; S6. Announcement of newly added indicators; S7. Complete the overall evaluation after the project is completed.

2. A commercial bank information technology construction project evaluation method as claimed in claim 1, characterized in that: Step S1 includes establishing the project evaluation method and corresponding evaluation indicators according to the enterprise goals and management requirements for the current year.

3. A commercial bank information technology construction project evaluation method as claimed in claim 1, characterized in that: Step S3 includes making the evaluation indicators and corresponding evaluation methods public in advance after the project is launched.

4. A commercial bank information technology construction project evaluation method as claimed in claim 1, characterized in that: Step S4 includes collecting data from various business systems and project management tools during the project implementation process.

5. A commercial bank information technology construction project evaluation method as claimed in claim 1, characterized in that: Step S5 includes regularly analyzing the collected data and generating evaluation reports, and proposing corrective measures when it is found that the project deviates from the expected goals.

6. A commercial bank information technology construction project evaluation method as claimed in claim 1, characterized in that: Step S6 includes adding new evaluation indicators when the project scope changes, and promptly announcing the newly added evaluation indicators and incorporating them into the evaluation system.

7. A commercial bank information technology construction project evaluation method as claimed in claim 1, characterized in that: Step S7 includes: Business value dimension assessment, used to evaluate whether the project has achieved the expected business value; The evaluation of the technology construction dimension is used to assess whether the technical implementation of the project has reached the expected quality standards; Project management dimension assessment is used to evaluate whether the project management is efficient and whether it is completed on time and within budget.

8. A commercial bank information technology construction project evaluation system, which is used to execute a commercial bank information technology construction project evaluation method according to any one of claims 1 to 7, characterized in that: include: User interface layer, used to display the user interface; Application service layer, used to process application services of business logic; The data access layer is used to interact with the database and perform operations such as adding, deleting, modifying and querying data; Database, used to store system data; A cache layer to improve data access speed and system performance; Message queues and event streams are used to handle asynchronous tasks and event streams.