Method for evaluating cost of credential creation adaptation software

By constructing a cost estimation model for the information creation system and combining the adjustment of the information creation transformation factor, the subjectivity and inaccuracy of the existing software project cost estimation methods are solved, and more accurate and flexible cost estimation is achieved, reducing project risks.

CN120047202APending Publication Date: 2025-05-27CHINA NAT OFFSHORE OIL CORP
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Patent Information

Application Number
CN202510091067.9
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-01-21
Publication Date
2025-05-27

AI Technical Summary

Technical Problem

The existing software project cost estimation methods are subjective, inaccurate and lack of flexibility, resulting in budget overspending and lagging progress.

Method used

A cost evaluation method for the information creation adaptation software is designed. Through the interrelationship of multiple factors, a cost estimation model for the information creation system is constructed, combined with the adjustment of information creation transformation factors, and real-time cost prediction is predicted to improve the accuracy and adaptability of the calculation.

Benefits of technology

It improves the accuracy and flexibility of software project cost estimation, can adjust in real time according to project progress, reduce project risks, and provide more powerful data support.

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Abstract

The invention discloses a method for evaluating cost of credential and credential adaptation software, which comprises the following steps of: 1, acquiring a to-be-transformed file type, a project stage and a corresponding file reuse degree according to a to-be-transformed application system; wherein the file types comprise an internal logic file, an external interface file, an external input file, an external output file and an external investigation file; step 2, calculating an adjusted software scale according to the file type to be transformed; step 3, calculating according to the adjusted software scale to obtain the credential reconstruction cost of the application system: P = ICAE / HM * F; in the formula, P is software development cost, ICAE is the workload of information and creative adaptation measurement and calculation, HM is a monthly conversion coefficient, and F is an average monthly rate. The method has the characteristic of improving the accuracy.
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Description

Technical Field

[0001] The present invention relates to the technical field of information technology innovation transformation, and more specifically, the present invention relates to a method for evaluating the cost of information technology innovation adaptation software. Background Art

[0002] With the continuous expansion of the scale of business development, the old system software can no longer support the needs of enterprise business development, and software transformation and development are increasingly becoming an essential part of enterprise development. In the whole life cycle of a software project, if software cost estimation is lacking, problems such as software project budget overrun and schedule delay may occur. Therefore, how to accurately estimate software cost is one of the important directions of software project management.

[0003] Since the 1960s, researchers have proposed a variety of cost estimation methods, such as expert judgment, analogy estimation, work breakdown structure (WBS)-based workload estimation, lines of code (LOC)-based workload estimation, etc.

[0004] The expert judgment method is that experts obtain the cost estimation value of the project based on their own project experience and understanding of the project. This method is subjective, cannot be quantified, and it is difficult to record the factors used by experts.

[0005] The analogy method is an application of case-based reasoning (CBR) technology in software cost estimation, that is, by finding the most similar case in historical cases based on the attributes of the current case and evaluating the cost of the current case. This method needs to solve problems such as the similarity of project cases, the influence of different attributes, and the redundancy constraint between attributes. At the same time, it requires a large number of samples to support, and there are large errors in the actual operation process.

[0006] The WBS-based workload estimation is to decompose the tasks of the whole project through the WBS, refer to the data of similar projects, and use the analogy method or the expert method to estimate the workload of each type of activity in the WBS, and then sum up to obtain the total workload of the project. This method requires a lot of time and may be inaccurate due to the lack of information and is not feasible with limited resources.

[0007] The LOC-based workload estimation is to first use the WBS method, analogy method, etc. to count the lines of code of a software project, convert the lines of code into person-days, and then estimate the software cost, such as the Putnam model, the COCOMO II model, the IBM model, etc. This method lacks a unified standard: there is no generally recognized standard definition for the measurement of lines of code, and different programming languages and personal programming styles will lead to great differences in the statistical results of lines of code. At the same time, the LOC estimation method only focuses on the quantity of code and ignores the important impacts caused by factors such as code complexity, quality, and programming language. Summary of the Invention

[0008] The objective of the present invention is to design and develop an evaluation method for the cost of Xinchuang adaptation software. Through the mutual correlation of various factors, the basic framework of the cost estimation model for the Xinchuang system is constructed. Combining the adjustment of the Xinchuang transformation factor, the cost is predicted in real time, improving the accuracy and adaptability of the measurement.

[0009] The technical solution provided by the present invention is as follows:

[0010] An evaluation method for the cost of Xinchuang adaptation software, comprising the following steps:

[0011] Step 1: According to the application system to be transformed, collect the file types to be transformed, the project stage, and the corresponding file reusability.

[0012] Among them, the file types include: internal logic files, external interface files, external input files, external output files, and external survey files.

[0013] Step 2: Calculate the adjusted software scale according to the file types to be transformed.

[0014] Among them, the adjusted software scale satisfies:

[0015] US = RUF × UFP × CF;

[0016] In the formula, US is the adjusted software scale, RUF is the reuse degree adjustment factor, UFP is the unadjusted function point number, and CF is the scale change adjustment factor.

[0017] Step 3: Calculate the Xinchuang transformation cost of the application system according to the adjusted software scale:

[0018] P = ICAE / HM × F;

[0019] In the formula, P is the software development cost, ICAE is the Xinchuang adaptation measurement workload, HM is the person-month conversion coefficient, and F is the average person-month rate.

[0020] Among them, the Xinchuang transformation workload satisfies:

[0021] ICAE = AE × ICF;

[0022] In the formula, ICF is the Xinchuang transformation factor, and AE is the adjusted workload.

[0023] Preferably, if in the project planning, budget declaration, or project technical review stage, the unadjusted function point number satisfies:

[0024] UFP = a1 × ILF + a2 × EIF;

[0025] Where ILF is the number of internal logic files, a1 is the function point allocation constant for a single internal logic file, EIF is the number of external interface files, and a2 is the function point allocation constant for a single external interface file.

[0026] Preferably, if in the implementation stage, the unadjusted function points satisfy:

[0027] UFP = b1×ILF + b2×EIF + b3×EI + b4×EO + b5×EQ;

[0028] Where b1 is the function point allocation constant for a single internal logic file, b2 is the function point allocation constant for a single external interface file, EI is the number of external inputs, b3 is the function point allocation constant for a single external input, E0 is the number of external outputs, b4 is the function point allocation constant for a single external output, EQ is the number of external queries, and b5 is the function point allocation constant for a single external query.

[0029] Preferably, the value of the function point allocation constant for a single internal logic file is 35, the value of the function point allocation constant for a single external interface file is 15, the value of the function point allocation constant for a single internal logic file is 10, the value of the function point allocation constant for a single external interface file is 7, the value of the function point allocation constant for a single external input is 4, the value of the function point allocation constant for a single external output is 5, and the value of the function point allocation constant for a single external query is 4.

[0030] Preferably, the calculation formula for the Xinchuang transformation factor is:

[0031] ICF = (CPUF + OSF + DF + LF + FCF + INF + DMF) / N;

[0032] Where ICF is the Xinchuang transformation factor, CPU is the chip transformation adjustment factor, CPUF is the operating system transformation factor, OSF is the database transformation adjustment factor, DF is the middleware transformation adjustment factor, LF is the function adaptation adjustment factor, INF is the interface adjustment factor, DMF is the data migration adjustment factor, and N is the number of Xinchuang factor types.

[0033] Preferably, the adjusted workload satisfies:

[0034] AE = UAE×APF×QUF×DLF×DTF;

[0035] Where AE is the adjusted workload, UAE is the unadjusted workload, APF is the application type adjustment factor, QUF is the quality characteristic adjustment factor, DLF is the development language adjustment factor, and DTF is the development team background adjustment factor.

[0036] Preferably, the unadjusted workload satisfies:

[0037] UAE = US × PDR × Po;

[0038] wherein UAE is the unadjusted workload, US is the adjusted software scale, PDR is the function point time-consuming rate, and Po is the possibility of the upper and lower limits of productivity estimation.

[0039] Preferably, the adjusted software scale satisfies:

[0040] US = RUF × UFP × CF;

[0041] wherein US is the adjusted software scale, RUF is the reuse degree adjustment factor, and CF is the scale change adjustment factor.

[0042] Preferably, the value of the scale change adjustment factor satisfies:

[0043] If in the project planning and budget declaration stage, the value of the scale change adjustment factor is 1.39;

[0044] If in the project technical review stage, the value of the scale change adjustment factor is 1.22;

[0045] If in the project implementation stage, the value of the scale change adjustment factor is 1.

[0046] Preferably, the value range of the application type adjustment factor is 1.0 - 2.0, the value range of the quality characteristic adjustment factor is -1 - 1, the value range of the development language adjustment factor is 0.8 - 1.5, the value range of the development team background adjustment factor is 0.8 - 1.2, and the value range of the Xinchuang factor is 0 - 1.

[0047] The beneficial effects of the present invention:

[0048] An evaluation method for the cost of Xinchuang-adapted software designed and developed by the present invention, in view of the shortcomings of the prior art, aiming at the problems existing in the existing software project budget evaluation method, combined with the characteristics of the system Xinchuang transformation project, covers 7 major algorithms such as the function point algorithm, the workload algorithm, and the software cost algorithm. The algorithms have a progressive relationship, and the data are interrelated to form the basic architecture of the Xinchuang system cost estimation model. Each algorithm uses an adjustment factor to adjust the measurement result, improving the accuracy of the estimation, and being able to be adjusted in real time according to the progress of the project, improving the flexibility and adaptability, providing data support for subsequent project management and decision-making, and reducing project risks. Description of the Drawings

[0049] Figure 1It is a schematic flowchart of the method for evaluating the cost of the information technology innovation adaptation software described in the present invention. Detailed implementation manners

[0050] The following further elaborates on the present invention in detail so that those skilled in the art can implement it with reference to the text of the specification.

[0051] As Figure 1 shown, a method for evaluating the cost of the information technology innovation adaptation software provided by the present invention includes the following steps:

[0052] Step 1: According to the application system to be transformed, collect the types of files to be transformed;

[0053] Among them, the types of files include: internal logic files, external interface files, external input files, external output files, and external survey files;

[0054] In this embodiment, the evaluator uses the research form for evaluating the cost of application system transformation to obtain the basic information of the application system to be transformed, as shown in Table 1, and truthfully fill in the application system name, application system type, development language, and team situation (select from the drop-down box); pre-deploy and pre-test based on the test environment; based on the pre-deployment and pre-test results, combined with the application system and the information technology innovation basic software and hardware situation, information such as the names of various files to be transformed, corresponding function names, and file reusability.

[0055] Table 1 Research form for evaluating the cost of application system transformation

[0056]

[0057] Step 2: Calculate the adjusted software scale according to the types of files to be transformed;

[0058] The function point counting items are divided into two categories: data functions and transaction functions. Data functions include internal logic files and external interface files; transaction functions include external input files, external output files, and external survey files;

[0059] Therefore, when the demand functions are not yet clear during the project planning, budget declaration, project technical review stage, etc., it is advisable to use the estimated function point counting method to measure the unadjusted function points. When using the estimated function point counting method, only the data functions, that is, internal logic files and external interface files, need to be identified. The calculation formula is as follows:

[0060] UFP = a1 × ILF + a2 × EIF;

[0061] Wherein, UFP is the unadjusted function point count, with the unit of function point; ILF is the number of internal logical files, with the unit of piece; a1 is the function point allocation constant for a single internal logical file, with the unit of function point per piece; EIF is the number of external interface files, with the unit of piece; a2 is the function point allocation constant for a single external interface file, with the unit of function point per piece;

[0062] In this embodiment, the value of a1 is 35, and the value of a2 is 15.

[0063] In the implementation phase and other situations where the required functions are relatively clear and the data and transaction functions can be identified, it is advisable to use the estimated function point counting method to measure the unadjusted function point count. When using the estimated function point counting method, it is necessary to identify the data function and the transaction function, that is, the internal logical file, the external interface file, the external input file, the external output file, and the external inquiry file. The calculation formula is:

[0064] UFP = b1 × ILF + b2 × EIF + b3 × EI + b4 × EO + b5 × EQ;

[0065] Wherein, b1 is the function point allocation constant for a single internal logical file, with the unit of function point per piece; b2 is the function point allocation constant for a single external interface file, with the unit of function point per piece; EI is the number of external inputs, with the unit of piece; b3 is the function point allocation constant for a single external input, with the unit of function point per piece; E0 is the number of external outputs, with the unit of piece; b4 is the function point allocation constant for a single external output, with the unit of function point per piece; EQ is the number of external inquiries, with the unit of piece; b5 is the function point allocation constant for a single external inquiry, with the unit of function point per piece;

[0066] In this embodiment, the value of b1 is 10, the value of b2 is 7, the value of b3 is 4, the value of b4 is 5, and the value of b5 is 4.

[0067] Therefore, the adjusted software scale satisfies:

[0068] US = RUF × UFP × CF;

[0069] Wherein, US is the adjusted software scale, with the unit of function point; RUF is the reuse degree adjustment factor, and the value is shown in Table 2; CF is the scale change adjustment factor, and the value is shown in Table 3;

[0070] Table 2 Reuse Degree Adjustment Factor

[0071] Degree of reuse Adjustment factor Low 1 Medium 2 / 3 High 1 / 3

[0072] Table 3 Scale Change Adjustment Factor

[0073] Project phase Adjustment factor Project planning and budget application phase 1.39 Project technical review phase 1.22 Project implementation phase 1

[0074] Step 3. Calculate the cost of the information technology innovation transformation of the application system based on the adjusted software scale;

[0075] First, based on the productivity benchmark data required to complete each type of function point, estimate the actual workload generated for the project. According to the possibility assessment, estimate the workload range (upper and lower limits), that is, the unadjusted workload (upper limit), the unadjusted workload (most likely), and the unadjusted workload (lower limit). Therefore, the unadjusted workload satisfies:

[0076] UAE = US × PDR × Po;

[0077] In the formula, UAE is the unadjusted workload, with the unit of person-hours; PDR is the function point time-consuming rate, with the unit of person-hours per function point. The value of PDR can be referred to in Table 4. Usually, the workload is estimated according to the P50 value, and the P25 and P75 values are used to estimate the upper and lower limits respectively. In special cases (such as when the constraints of the project goals are extremely strict), the P10 and P90 values can be used to estimate the upper and lower limits; Po is the possibility of the productivity estimation upper and lower limits;

[0078] Table 4 Productivity Benchmark Data for the Energy Industry

[0079] Percentile P10 P25 P50 P75 P90 Value 2.09 3.47 7.01 17.25 22.04

[0080] In this embodiment, the upper limit value of Po is 1.2, the most likely value is 1.0, and the lower limit value is 0.8.

[0081] Secondly, based on the application type adjustment factor, quality characteristic adjustment factor, development language adjustment factor, and development team background adjustment factor, determine the adjusted workload. The calculation formula is as follows:

[0082] AE = UAE × APF × QUF × DLF × DTF;

[0083] In the formula, AE is the adjusted workload, with the unit of person-hours; APF is the application type adjustment factor, and the value can be referred to in Table 5; QUF is the quality characteristic adjustment factor, and the value can be referred to in Table 6; DLF is the development language adjustment factor, and the value can be referred to in Table 7; DTF is the development team background adjustment factor, and the value can be referred to in Table 8;

[0084] Table 5 Parameter Table of Application Type Adjustment Factor

[0085]

[0086] Table 6 Parameter Table of Quality Characteristic Adjustment Factor

[0087]

[0088]

[0089] Table 7 Development Language Adjustment Factor Parameter Table

[0090] Language classification Adjustment factor C / C++, C# and other languages / platforms of the same level 1.5 JAVA and other languages / platforms of the same level 1 Python, PowerBuilder, ASP and other languages / platforms of the same level 0.8

[0091] Table 8 Development Team Background Adjustment Factor Parameter Table

[0092]

[0093] Finally, determine the Xinchuang transformation factor according to the Xinchuang transformation requirements, so as to determine the Xinchuang transformation workload. The calculation formula of the Xinchuang transformation factor is as follows:

[0094] ICF = (CPUF + OSF + DF + LF + FCF + INF + DMF) / N;

[0095] In the formula, ICF is the Xinchuang transformation factor, CPU is the chip transformation adjustment factor, CPUF is the operating system transformation factor, OSF is the database transformation adjustment factor, DF is the middleware transformation adjustment factor, LF is the function adaptation adjustment factor, INF is the interface adjustment factor, DMF is the data migration adjustment factor, and N is the number of Xinchuang factor types;

[0096] In this embodiment, the value of CPU is shown in Table 9;

[0097] Table 9 Xinchuang Factor Parameter Table

[0098]

[0099]

[0100] The Xinchuang transformation workload satisfies:

[0101] ICAE = AE × ICF;

[0102] In the formula, ICAE is the Xinchuang adaptation measurement workload;

[0103] According to the evaluated workload, the local actual person-month conversion coefficient, and the average person-month rate, calculate the Xinchuang transformation cost of the application system:

[0104] P = ICAE / HM × F;

[0105] In the formula, P is the software development cost, with the unit of yuan; HM is the person-month conversion coefficient, with the unit of person-hours per person-month, F is the average person-month rate, with the unit of yuan per person-month. For the reference of the benchmark data of the average person-month rate for software development in typical cities, see Table 10. For other cities, the corresponding values of Class A cities, Class B cities, Class C cities, and Class D cities can be referred to;

[0106] Table 10 Benchmark Data of Average Person-Month Rate for Software Development in Typical Cities

[0107]

[0108]

[0109] In this embodiment, the value of HM is 174.

[0110] An evaluation method for the cost of an information technology innovation adaptation software designed and developed by the present invention, based on the investigation data of the information technology innovation system and scientific algorithms, comprehensively considers various factors such as the project background, function points, workload, and adjustment factors. The data are interrelated to form the infrastructure of the information technology innovation system cost estimation model. The unique information technology innovation adjustment factor utilizes the influence degree of transformation to improve the result accuracy of the cost estimation model, and can be adjusted and optimized according to the specific situation and requirements of the project. For example, as the project progresses, the project information becomes clearer, the project scale expands, or the technical complexity increases, the manager can readjust the factors of the estimation model and select the corresponding algorithm to obtain a more accurate estimation result. Taking an information technology innovation system construction project as an example, the cost estimated by the evaluation method described in the present invention differs from the actual cost by about 8%, which is much lower than the 30% error rate of methods such as the existing work breakdown structure (WBS)-based workload estimation or lines of code-based workload estimation. On this basis, it also provides important data support for the management and decision-making of the project, provides the most powerful support for the decision-maker to select the most suitable development path and resource allocation plan, reduces project risks, and improves the success rate of the project.

[0111] Although the embodiments of the present invention have been disclosed as above, it is not limited to the applications listed in the specification and embodiments. It can be fully applied to various fields suitable for the present invention. For those familiar with the field, additional modifications can be easily made. Therefore, without departing from the general concept defined by the claims and their equivalent scope, the present invention is not limited to the specific details and the embodiments shown and described herein.

Claims

1. A method for evaluating the cost of ICT adaptation software, characterized in that: The steps include: Step 1: According to the application system to be modified, collect the file type, project stage and corresponding file reusability to be modified; The file types include: internal logic files, external interface files, external input files, external output files and external survey files; Step 2: Calculate the adjusted software size according to the file type to be modified; The adjusted software scale satisfies: US = RUF × UFP × CF; In the formula, US is the adjusted software scale, RUF is the reuse adjustment factor, UFP is the unadjusted function points, and CF is the scale change adjustment factor; Step 3: Calculate the cost of the application system's information innovation transformation based on the adjusted software scale: P = ICAE / HM × F; In the formula, P is the software development cost, ICAE is the workload of the information innovation adaptation measurement, HM is the man-month conversion coefficient, and F is the average man-month rate; Among them, the workload of the information innovation transformation meets the following requirements: ICAE = AE × ICF; In the formula, ICF is the information innovation transformation factor, and AE is the adjusted workload.

2. The method for evaluating the cost of the ICT adaptation software as claimed in claim 1, characterized in that: If during the project planning, budget declaration or project technical review stage, the unadjusted function points meet the following requirements: UFP=a1×ILF+a2×EIF; Where ILF is the number of internal logic files, a1 is the function point allocation constant for a single internal logic file, EIF is the number of external interface files, and a2 is the function point allocation constant for a single external interface file.

3. The method for evaluating the cost of the ICT adaptation software as claimed in claim 2, characterized in that: If during the implementation phase, the unadjusted function points meet the following requirements: UFP=b1×ILF+b2×EIF+b3×EI+b4×EO+b5×EQ; Wherein, b1 is the function point allocation constant of a single internal logic file, b2 is the function point allocation constant of a single external interface file, EI is the external input quantity, b3 is the function point allocation constant of a single external input, E0 is the external output quantity, b4 is the function point allocation constant of a single external output, EQ is the external query quantity, and b5 is the function point allocation constant of a single external query.

4. The method for evaluating the cost of the ICT adaptation software as claimed in claim 3, characterized in that: The value of the single internal logic file function point allocation constant is 35, the value of the single external interface file function point allocation constant is 15, the value of the single internal logic file function point allocation constant is 10, the value of the single external interface file function point allocation constant is 7, the value of the single external input function point allocation constant is 4, the value of the single external output function point allocation constant is 5, and the value of the single external query function point allocation constant is 4.

5. The method for evaluating the cost of the ICT adaptation software as claimed in claim 4, characterized in that: The calculation formula of the information innovation transformation factor is: ICF=(CPUF+OSF+DF+LF+FCF+INF+DMF) / N; In the formula, ICF is the information and innovation transformation factor, CPU is the chip transformation adjustment factor, CPUF is the operating system transformation factor, OSF is the database transformation adjustment factor, DF is the middleware transformation adjustment factor, LF is the function adaptation adjustment factor, INF is the interface adjustment factor, DMF is the data migration adjustment factor, and N is the number of information and innovation factor types.

6. The method for evaluating the cost of the ICT adaptation software as claimed in claim 5, characterized in that: The adjusted workload meets the following requirements: AE=UAE×APF×QUF×DLF×DTF; Where AE is the adjusted workload, UAE is the unadjusted workload, APF is the application type adjustment factor, QUF is the quality characteristic adjustment factor, DLF is the development language adjustment factor, and DTF is the development team background adjustment factor.

7. The method for evaluating the cost of the ICT adaptation software as claimed in claim 6, characterized in that: The unadjusted workload satisfies: UAE = US × PDR × Po; Where UAE is the unadjusted workload, US is the adjusted software size, PDR is the function point time rate, and Po is the upper and lower limit possibilities of productivity estimation.

8. The method for evaluating the cost of the ICT adaptation software as claimed in claim 7, characterized in that: The adjusted software scale meets the following requirements: US = RUF × UFP × CF; Where US is the adjusted software scale, RUF is the reuse adjustment factor, and CF is the scale change adjustment factor.

9. The method for evaluating the cost of the ICT adaptation software as claimed in claim 8, characterized in that: The value of the scale change adjustment factor satisfies: If it is in the project planning and budget declaration stage, the scale change adjustment factor is 1.39; If the project is in the technical review stage, the scale change adjustment factor is 1.22; If it is during the project implementation phase, the scale change adjustment factor shall be taken as 1.

10. The method for evaluating the cost of the ICT adaptation software according to claim 9, characterized in that: The application type adjustment factor ranges from 1.0 to 2.0, the quality characteristic adjustment factor ranges from -1 to 1, the development language adjustment factor ranges from 0.8 to 1.5, the development team background adjustment factor ranges from 0.8 to 1.2, and the information innovation factor ranges from 0 to 1.