Development process data management method
By building dynamic correlation between the basic table data model and the business opportunity development process model, business behavior-driven instructions are generated, and the completion status of the stage is monitored in real time, the problem of the data model and business process in the business opportunity development system is solved, and the standardization, automation and intelligent management of the business opportunity development process is realized.
Patent Information
- Application Number
- CN202510381091.6
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-03-28
- Publication Date
- 2025-07-04
AI Technical Summary
The data model in the existing business opportunity development system is disconnected from the business process and lacks systematicity and forward-lookingness, resulting in unstandardized and intelligent process management.
Build a basic table data model and store it in a relational database, define the business opportunity development stage set and build a multi-stage business opportunity development process model, establish a dynamic relationship between the business opportunity development data model and the process model, generate business behavior-driven instructions, monitor the field completion status in real time, automatically mark the stage completion status, and dynamically calculate the stage deadline based on historical data, and feedback the execution progress through the visual interface.
The standardization, automation and intelligent management of the business opportunity development process have been achieved, data accuracy and process accuracy have been improved, human errors have been reduced, and work efficiency and quality have been improved.
Smart Images
Figure CN120258727A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of data processing, and particularly relates to a method for managing development process data. Background Art
[0002] As a core link in the enterprise decision-making process, business opportunity evaluation is of great significance for guiding enterprise strategic planning, resource allocation, and risk aversion. However, traditional business opportunity development or management basically focuses on the basic information of business opportunities and is carried out in stages, lacking systematic and standardized processes. With the development of information technology, database management systems and automated process tools have been introduced into the business opportunity development process, but existing systems mostly focus on data storage or single process control, and fail to deeply integrate the data model with the business process to achieve intelligent business promotion and monitoring. Summary of the Invention
[0003] The present invention provides a method for managing development process data to solve the technical problems in the prior art of the disconnection between the data model and the business process and the lack of systematicness and foresight in process management, and to achieve the technical effects of standardizing, automating, and intelligently managing the business opportunity development process.
[0004] The present invention provides a method for managing development process data, which includes: Construct a basic table data model and store the basic table data model in a relational database, where the basic table data model includes multiple groups of associated basic tables and field rules.
[0005] Interact with the target scenario, define a set of business opportunity development stages based on the development logic, and correspondingly construct a multi-stage business opportunity development process model.
[0006] Establish a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and generate business behavior driving instructions based on the dynamic association relationship.
[0007] According to the business behavior driving instructions, real-time monitor the field completion status of each basic table, automatically mark the stage completion status, and dynamically calculate the stage deadline based on historical data.
[0008] Based on the stage deadline, generate a score for the business opportunity development process in combination with the stage completion status, and feedback the execution progress through a visual interface.
[0009] In a feasible implementation manner, constructing a basic table data model and storing the basic table data model in a relational database, where the basic table data model includes multiple groups of associated basic tables and field rules, the steps include: defining a set of basic tables and configuring the field rules for each basic table, where the field rules include fields, required fields, data types, required attributes, and character length limits.
[0010] Generate data status marking rules based on the above basic table set, including the incomplete status and the completed status and their corresponding determination conditions.
[0011] In a feasible implementation, for the interactive target scenario, define a set of business opportunity development stages based on the development logic, and correspondingly construct a multi-stage business opportunity development process model. The steps include: Interactively obtain development sample data, and parse and identify to determine multiple key stages.
[0012] Define the state transition logic for each of the above key stages.
[0013] Generate stage advancement logic according to the sequential dependency relationship between stages.
[0014] Associate and store the state transition logic and the stage advancement logic in a relational database to form the multi-stage business opportunity development process model. Among them, the multi-stage business opportunity development process model has a flow program number marking.
[0015] In a feasible implementation, establish a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and generate business behavior driving instructions based on the dynamic association relationship. The steps include: Identify multiple key stages in the multi-stage business opportunity development process model.
[0016] Parse the business opportunity development data model and extract multiple basic tables.
[0017] Based on the target scenario knowledge graph, establish a mapping relationship between multiple key stages and multiple basic tables, where each key stage corresponds to at least one basic table.
[0018] In a feasible implementation, establish a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and the steps for generating business behavior driving instructions based on the association relationship further include: Configure the completion status of the basic table as a precondition for stage state transition.
[0019] Based on the mapping relationship, generate an automated task queue, including mandatory field verification, mid-term progress reminder, and deadline warning.
[0020] In a feasible implementation, dynamically calculate the stage deadline based on historical data, including: Based on big data, retrieve historical stage duration data.
[0021] If the historical stage elapsed time data exists, calculate the stage end time according to the historical average elapsed time and the real-time start time.
[0022] If the historical stage elapsed time data does not exist, use a preset fixed duration as the stage end time.
[0023] In a feasible implementation manner, based on the stage end time, generate a business opportunity development process score in combination with the stage completion status, and feedback the execution progress through a visual interface, including: Obtain the target end time, and calculate the end time deviation amount by combining the stage end time and the target end time.
[0024] Calculate the half-way timeliness score, stage completion timeliness score, information completeness score, and transaction amount score in combination with the end time deviation amount, and perform weighted summation based on preset weights to output a comprehensive score.
[0025] In a feasible implementation manner, the business opportunity development stage set at least includes six key stages: requirement development, customer recognition, reaching a consensus, standard confirmation, promoting transactions, and contract execution.
[0026] The present invention discloses a development process data management method, including: constructing a basic table data model and storing it in a relational database, the model including multiple groups of associated basic tables and field rules; in an interactive target scenario, defining a business opportunity development stage set based on development logic, and constructing a corresponding multi-stage business opportunity development process model; establishing a dynamic association relationship between the business opportunity development data model and the business opportunity development process model, and generating a business behavior driving instruction based on the association; according to the business behavior driving instruction, real-time monitor the completion status of each basic table field, automatically mark the stage completion status, and dynamically calculate the stage end time in combination with historical data; based on the stage end time and the stage completion status, generate a business opportunity development process score, and feedback the execution progress through a visual interface. The development process data management method disclosed by the present invention solves the technical problems of the disconnection between the data model and the business process, and the lack of systematicness and foresight in process management, and realizes the technical effects of standardizing, automating, and intelligentizing the management of the business opportunity development process. BRIEF DESCRIPTION OF THE DRAWINGS
[0027] Figure 1 It is a step schematic diagram of a development process data management method of the present invention; Figure 2 It is a step schematic diagram of constructing a multi-stage business opportunity development process model in a development process data management method of the present invention. DETAILED DESCRIPTION OF THE EMBODIMENTS
[0028] The above technical solutions will be described in detail below in combination with the specification drawings and specific implementation manners to better understand the above technical solutions. Obviously, the described embodiments are only a part of the embodiments of the present invention, rather than all the embodiments of the present invention. It should be understood that the present invention is not limited to the example embodiments only used to explain the present invention. All other embodiments obtained by those of ordinary skill in the art based on the embodiments of the present invention without creative efforts belong to the scope of protection of the present invention. In addition, it should be noted that for the convenience of description, only the parts related to the present invention are shown in the drawings, rather than all of them.
[0029] Embodiment, such as Figure 1 is a schematic diagram of the steps of a method for managing development process data of the present invention. Among them, it includes: constructing a basic table data model and storing the basic table data model in a relational database, where the basic table data model includes multiple groups of associated basic tables and field rules.
[0030] In this step, constructing the basic table data model means designing and creating a table structure for storing various types of information in the business opportunity development process. These tables contain different fields to record and manage business opportunity-related data.
[0031] Specifically, storing in a relational database means storing the designed table structure and its data in a database management system based on the relational model for easy querying, updating, and management of data.
[0032] Specifically, the basic table data model includes multiple groups of associated basic tables and field rules. Among them, the basic table is the basic unit constituting the entire data model and is used to store specific business data, such as business opportunity information, customer information, etc. The field rules are the definitions of the attributes and constraint conditions of each field in the table. Exemplarily, they include the data type of the field, whether it is required, the character length limit, etc., to ensure the accuracy and integrity of the data.
[0033] By constructing the basic table data model and storing it in a relational database, the centralized and standardized storage of business opportunity development data is realized, and the query and processing efficiency of data is improved; among them, the setting of field rules ensures the accuracy and integrity of the data and avoids business decision-making mistakes caused by data quality problems.
[0034] In some embodiments, constructing the basic table data model and storing the basic table data model in a relational database, where the basic table data model includes multiple groups of associated basic tables and field rules, the steps include: Define a set of basic tables and configure the field rules for each basic table. Among them, the field rules include fields, required fields, data types, required attributes, and character length limits; generate data status marking rules based on the set of basic tables, including the determination conditions for the unfinished status and the completed status.
[0035] Specifically, the set of basic tables refers to all the basic tables that clearly constitute the entire data model. These basic tables are divided according to different business requirements and data categories in the business opportunity development process. Exemplarily, the set of basic tables includes: business opportunity information, key person table, hidden opportunity pain chain table, business development reminder card, business development letter / WeChat / email, customer visit reminder card, reference case, value proposition card, opportunity assessment form, competition strategy table, nine-grid concept model table, hidden opportunity pain table, current opportunity and competitive advantage table, business person in charge letter / WeChat / email, evaluation plan form, key decision maker letter / WeChat / email, consensus reached process record form, value verification / analysis form, success criteria form, pre-proposal review form, key indicator communication form, physical comparison competitiveness table, major tender project division of labor form, effort / benefit list, negotiation work form, position statistics table, bidding record form, contract and technical agreement review, success criteria evaluation card, high-quality product acceptance form.
[0036] Specifically, configuring the field rules for each basic table is a detailed setting of the fields in each basic table, including the name of the field, data type (such as text, number, date, etc.), whether it is a required field, required attribute (such as whether null values are allowed), character length limit, etc. These rules ensure the accuracy and integrity of the data. For example, it is stipulated that a certain field can only input a date in a specific format, or a certain text field can only input up to 100 characters at most.
[0037] Specifically, generating data status marking rules based on the set of basic tables means formulating rules for judging whether the data is completed according to each table and its field rules in the set of basic tables, that is, determining under what circumstances the data is considered in the unfinished status, under what circumstances it is considered in the completed status, and the corresponding determination conditions. For example, when all the required fields in a certain basic table are filled in completely, the data status of this table is marked as 1, corresponding to completed, otherwise it is 0, corresponding to unfinished.
[0038] Exemplarily, the basic table data model is structured data, as follows: Table 1 Exemplary Basic Table Data Model In the entire business opportunity development method, the above steps play a fundamental role in data specification and status management. By clearly defining the set of basic tables and the rules for configuring fields, the accuracy and integrity of the data are ensured, providing a high-quality data foundation for the subsequent construction of the process model and the driving of business behaviors. At the same time, the generated data status marking rules provide a basis for subsequently monitoring the completion status of fields in real time and automatically marking the completion status of stages, enabling the timely and accurate understanding of the data preparation situation, thereby effectively promoting the progress of the business opportunity development process.
[0039] Define an interactive target scenario, define a set of business opportunity development stages based on the development logic, and correspondingly construct a multi-stage business opportunity development process model.
[0040] Specifically, according to the determined target scenario, a series of ordered and interrelated development stages are divided according to the business logic and process of business opportunity development, that is, the set of business opportunity development stages. The multiple key stages in the set of business opportunity development stages constitute the complete path of business opportunity development; furthermore, based on the divided set of stages, a process model that can reflect the logical relationship and conversion rules between stages is constructed. This model will be used to guide and manage the entire process of business opportunity development to ensure the smooth connection and advancement of each stage.
[0041] In some embodiments, as Figure 2 shown, define an interactive target scenario, define a set of business opportunity development stages based on the development logic, and correspondingly construct a multi-stage business opportunity development process model. The steps include: Interactively obtain development sample data, and parse and identify multiple key stages; define the state transition logic of each of the key stages; generate stage advancement logic according to the sequential dependency relationship between stages; and associate and store the state transition logic and the stage advancement logic in a relational database to form the multi-stage business opportunity development process model, where the multi-stage business opportunity development process model has a flow program number mark.
[0042] Specifically, first, obtain sample data for business opportunity development through interaction with users or from existing data sources to understand the actual business needs and development logic. For example, export historical business opportunity data from the enterprise's customer relationship management system (CRM), or collect sample data in actual business through interviews and research with the sales team. This data contains various information and operation records during the development of different business opportunities. Then, analyze and process the obtained sample data to identify key nodes or stages in the business opportunity development process. For example, by analyzing the process of a business opportunity from initial contact to final transaction in the sample data, identify six key stages: requirement development, customer approval, reaching consensus, standard confirmation, promoting transaction, and contract execution.
[0043] Furthermore, define the state transition logic for each key stage, that is, under what conditions can it transition from one stage to the next. For example, it is stipulated that after completing customer research and requirement analysis in the requirement development stage, the state changes from "not started" to "in progress", and when all tasks in the requirement development stage are completed, the state changes to "completed" and can progress to the customer approval stage.
[0044] Furthermore, generate a set of logical rules according to the sequence and dependency relationship between each stage to guide the advancement and transition between stages, that is, the stage advancement logic. For example, determine the sequence and advancement conditions of each stage, such that only after the previous stage completes a specific proportion or meets specific indicators can the next stage be started.
[0045] Finally, associate and store the state transition logic and the stage advancement logic in a relational database to form a multi-stage business opportunity development process model, and mark a flow sequence number for each stage for easy identification and management. For example, mark them as 0, 1, 2, 3, 4, 5 in the development order, corresponding to the six stages of requirement development, customer approval, reaching consensus, standard confirmation, promoting transaction, and contract execution respectively.
[0046] In the entire business opportunity development method, the above steps play a core role in process planning and management. By clarifying the stage division and logical relationship, it provides a clear path and rule guidance for subsequent business behavior drive and process automation, making the business opportunity development process more systematic and standardized, helping to improve development efficiency and quality, and reducing process chaos or omission caused by human factors.
[0047] In some embodiments, the set of business opportunity development stages includes at least six key stages: requirement development, customer approval, reaching consensus, standard confirmation, promoting transaction, and contract execution.
[0048] Specifically, when parsing and identifying multiple key stages, they are divided according to the business processes and key nodes in the sample data. Exemplarily, the business opportunity development stage set includes at least six key stages: requirement development, customer recognition, reaching consensus, standard confirmation, promoting deal-making, and contract execution.
[0049] Establish a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and generate business behavior driving instructions based on the dynamic association relationship.
[0050] Specifically, establish a connection that can interact and influence each other in real time between the previously constructed basic table data model and the constructed multi-stage business opportunity development process model, that is, a dynamic association relationship. This connection can dynamically affect the advancement and state transition of the process model according to the changes in the data in the data model, and vice versa.
[0051] Furthermore, according to the established dynamic association relationship, generate instructions for guiding specific business operations and behaviors. These instructions can automatically trigger corresponding tasks or actions to promote the business opportunity development process to move forward according to the established rules and logic. Exemplarily, it includes mandatory field verification, mid-term progress reminder, and deadline warning, etc.
[0052] By establishing a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model and generating business behavior driving instructions, the deep integration and collaborative work of data and process in the business opportunity development process are realized. The changes in the data in the data model can drive the advancement and state transition of the process model in real time, ensuring that the execution of the process is consistent with the actual situation of the data, and improving the accuracy and reliability of the process. At the same time, the automatic generation of business behavior driving instructions greatly improves the automation level of the system, which can automatically assign tasks, send reminders and warnings, reduce human negligence and errors, and improve work efficiency and quality.
[0053] In some embodiments, the steps of establishing a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model and generating business behavior driving instructions based on the dynamic association relationship include: Identify multiple key stages in the multi-stage business opportunity development process model; parse the business opportunity development data model and extract multiple basic tables; based on the target scenario knowledge graph, establish a mapping relationship between multiple key stages and multiple basic tables, where each key stage corresponds to at least one basic table.
[0054] Specifically, first, identify multiple key stages in the multi-stage business opportunity development process model, such as six key stages including requirements development, customer recognition, reaching consensus, standard confirmation, facilitating transactions, and contract execution. Each stage has clear business objectives and tasks. Then, analyze the business opportunity development data model and extract multiple basic tables, such as the business opportunity information table, customer contact table, business development reminder card table, etc. These basic tables are defined according to the data categories and business requirements needed to be recorded during the business opportunity development process. Each table contains specific fields for storing relevant data.
[0055] Next, based on the target scenario knowledge graph, establish a mapping relationship between the key stages and the basic tables. The above-mentioned target scenario knowledge graph contains the associated knowledge between each stage and the required data during the business opportunity development process. For example, during the requirements development stage, it is necessary to collect and analyze the basic information and requirements of customers, which requires the use of basic tables such as the business opportunity information table and the customer contact table. Through this mapping relationship, each key stage is corresponded to at least one basic table, so that during the business opportunity development process, each stage can access and use the data related to it, ensuring the accuracy and timeliness of the data.
[0056] Exemplarily, the mapping relationship between the multiple key stages and the multiple basic tables is represented as follows: Table 2 Exemplary Association Relationship Table In the entire business opportunity development method, this step plays a core role in associating data with the process. By identifying key stages and extracting basic tables, the business nodes and data storage structures in the business opportunity development process are clarified; while the established mapping relationship closely combines data with the process, enabling real-time acquisition and update of relevant data during the process advancement, providing a basis for subsequent business behavior driving, and ensuring the smooth progress of the business opportunity development process and the realization of business objectives.
[0057] In some embodiments, establishing a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and generating business behavior driving instructions based on the association relationship, the steps further include: Configure the completion status of the basic table as a prerequisite for stage status conversion; based on the mapping relationship, generate an automated task queue, including mandatory field verification, mid-term progress reminder, and deadline warning.
[0058] Specifically, set the corresponding completion status requirements for the basic tables for each key stage (i.e., the preconditions for stage status conversion). Only when the completion status of these basic tables meets certain conditions can the stage status be converted. Then, based on the mapping relationship established previously between the key stages and the basic tables, a series of automated task instructions are created. These instructions include mandatory field verification, mid-term progress reminder, and deadline warning, etc., to promote the smooth progress of the business opportunity development process.
[0059] Specifically, first, configure the completion status of the basic tables as the precondition for stage status conversion. For example, in the requirements development stage, it is stipulated that only when all the mandatory fields in the basic tables such as the business opportunity information table and the customer contact table are filled in completely and the data status is marked as "completed", can the requirements development stage be converted from the "in progress" state to the "completed" state, and then progress to the customer approval stage. Then, based on the mapping relationship between the key stages and the basic tables, an automated task queue is generated. For example, according to the mapping relationship, it is automatically identified which basic tables and their fields need to be concerned at each stage, and corresponding task instructions are generated.
[0060] Specifically, the mandatory field verification task will automatically check whether the mandatory fields in the basic tables are filled in. If not, it will remind the relevant personnel; the mid-term progress reminder task will be automatically triggered when the stage progress reaches half, reminding the relevant personnel to speed up the progress; the deadline warning task will automatically issue a warning when approaching the stage deadline, prompting the relevant personnel to complete the task in time.
[0061] In the entire business opportunity development method, the above steps play an important role in process control and task promotion. By configuring the completion status of the basic tables as the precondition for stage status conversion, the rigor of the business opportunity development process and the integrity of the data are ensured, and the blind progress of the process is avoided. This mechanism prompts business personnel to carefully complete the data filling and sorting work at each stage, improves the quality of the data, and provides a reliable basis for subsequent analysis and decision-making. At the same time, the automated task queue generated based on the mapping relationship can effectively reduce human negligence and omissions, discover and solve problems in a timely manner, and improve the efficiency and controllability of the business opportunity development process.
[0062] According to the business behavior-driven instructions, monitor the field completion status of each basic table in real time, automatically mark the stage completion status, and dynamically calculate the stage deadline based on historical data.
[0063] Specifically, according to the previously generated instructions for guiding business operations, such as mandatory field verification, mid-term progress reminder, and deadline warning, corresponding monitoring and marking operations are performed. For example, continuously check the filling status of fields in each basic table, determine whether the completion conditions are met, and automatically update the completion status mark of the corresponding stage according to the completion status of the basic table fields detected. For example, change the status of a certain stage from "in progress" to "completed".
[0064] Specifically, dynamically calculating the stage deadline based on historical data means using the completion time data of the same or similar past stages, combined with the start time of the current stage, to calculate the estimated deadline of the current stage through a certain algorithm. This method can make the setting of the deadline more reasonable and closer to reality.
[0065] Exemplarily, for the "Business Opportunity Name" field in the business opportunity information table, check whether it has been filled in (mandatory field), whether the data type is text, and whether the character length is within the limit range (e.g., within 50 characters). When automatically marking the completion status of the stage, it is judged according to the configured preconditions. For example, when the completion status of the basic tables of the business opportunity information table and the customer contact table are both "completed", automatically mark the completion status of the requirements development stage as "completed", update the stage status mark to "completed", and record the actual completion time of the stage.
[0066] In some embodiments, dynamically calculating the stage deadline based on historical data includes: Based on big data, retrieve the historical stage duration data; if the historical stage duration data exists, calculate the stage deadline according to the historical average duration and the real-time start time; if the historical stage duration data does not exist, use a preset fixed duration as the stage deadline.
[0067] Specifically, first, use big data technology to find the completion time data of past stages similar to the current stage in historical data; the historical stage duration data is the time record data spent on completing the same or similar stages in the past; the historical average duration is the time value obtained by averaging the retrieved historical stage duration data; the real-time start time is the actual start time of the current stage; the preset fixed duration is the standard completion time of each stage preset in the case where there is no historical data for reference.
[0068] Exemplarily, retrieve the historical stage duration data. For example, for the requirements development stage, the system will find the time used by the past 10 similar business opportunities in the requirements development stage, calculate the average duration as 5 days. If the start time of the current stage is October 10, 2023, the stage deadline is dynamically calculated as October 15, 2023.
[0069] Exemplarily, if there is no historical data, a preset fixed duration (such as 10 days) will be used as the stage cut-off time. Preferably, the fixed duration of each stage can be set according to industry standards or experience. For example, the fixed duration of the requirements development stage is 10 days, and the customer approval stage is 7 days, etc. For the requirements development stage, if the preset fixed duration is 10 days, then the stage cut-off time will be set to October 20, 2023.
[0070] In the entire business opportunity development method, the above steps play an important role in time management. By dynamically calculating the stage cut-off time, a reasonable time expectation can be provided for each stage, helping business personnel better plan and arrange their work, and ensuring that the business opportunity development proceeds as planned. At the same time, this cut-off time calculation method based on historical data or preset duration can improve the scientificity and flexibility of time arrangement, and avoid process delays or resource waste caused by unreasonable time settings.
[0071] Based on the stage cut-off time, combine the stage completion status to generate a business opportunity development process score, and feedback the execution progress through a visual interface.
[0072] Specifically, combine the actual completion situation of the stage with the cut-off time, and quantitatively evaluate the overall performance of the business opportunity development process according to the preset scoring rules. Furthermore, display various data and progress situations in the business opportunity development process in the form of intuitive charts, graphs, etc. on the user interface, facilitating users to view and understand at any time.
[0073] Exemplarily, the calculation rules for the comprehensive score are as follows: Table 3 Exemplary calculation method for comprehensive score In the entire business opportunity development method, this step plays an important role in evaluation and feedback. By generating a business opportunity development process score, an enterprise can quantitatively evaluate the effect of business opportunity development, discover the advantages and deficiencies in the process, and provide a basis for subsequent process optimization and strategy adjustment. At the same time, the feedback of the visual interface can enable business personnel to intuitively understand their work progress and performance, timely discover problems and take improvement measures, and improve work efficiency and quality.
[0074] In some embodiments, based on the stage cut-off time, combine the stage completion status to generate a business opportunity development process score, and feedback the execution progress through a visual interface, including: Obtain the target cut-off time, combine the stage cut-off time and the target cut-off time, and calculate the cut-off time deviation amount; combine the cut-off time deviation amount, calculate the half-way timeliness score, the stage completion timeliness score, the information completeness score, and the transaction amount score, and perform weighted summation based on the preset weights to output the comprehensive score.
[0075] Specifically, first, obtain the target deadline, which may be set according to the overall project plan or customer requirements. For example, an enterprise hopes that a business opportunity development project can be completed before October 30, 2023. Then, combine the previously dynamically calculated stage deadline with the target deadline to calculate the deadline deviation. For example, if the deadline for a certain stage is October 15, 2023, and the target deadline is October 12, 2023, then the deadline deviation is 3 days, indicating that this stage is 3 days later than the target time to complete.
[0076] Furthermore, calculate the mid-term timeliness score based on the deadline deviation, which reflects whether the expected progress is achieved on time when the stage reaches the midpoint; calculate the stage completion timeliness score, which reflects whether the entire stage is completed on time; calculate the information completeness score, which reflects the filling completeness of the fields in the basic table; calculate the transaction amount score, which reflects the comparison between the finally reached contract amount and the expected target. For example, the mid-term timeliness score can be calculated based on whether it is before the target time when the stage reaches the midpoint. If it reaches or is ahead of the midpoint on time, the score is higher, otherwise it is lower; the stage completion timeliness score is evaluated based on the proximity of the actual completion time to the target deadline. If it is completed ahead of or on time, the score is higher, and if it is delayed, the score is lower; the information completeness score is determined based on the filling completeness of the required fields in the basic table. The more complete the filling, the higher the score; the transaction amount score is calculated based on the ratio of the actual transaction amount to the expected target amount. If it reaches or exceeds the target amount, the score is higher, and if it does not reach, the score is lower.
[0077] Furthermore, finally, perform weighted summation based on the preset weights and output the comprehensive score. For example, the preset weights are 10% for the mid-term timeliness score, 10% for the stage completion timeliness score, 20% for the information completeness score, and 60% for the transaction amount score. Multiply each score by the corresponding weight and then add them up to obtain the comprehensive score.
[0078] Exemplarily, the calculation formula for the comprehensive score is expressed as: Among them, P is the comprehensive score; n represents the total number of scoring items n, and K i is the score of the i-th scoring item, and W i is the weight of the i-th scoring item.
[0079] The above steps can accurately measure the performance of the business opportunity development process in terms of time management by obtaining the target deadline and calculating the deadline deviation by combining the phase deadline and the target deadline, timely discovering the deviation in the time arrangement, and providing a basis for adjusting the time plan. Calculate the half-way timeliness score, the phase completion timeliness score, the information completeness score, and the transaction amount score respectively, comprehensively evaluate the performance of the business opportunity development process from multiple dimensions, which helps to discover the weak links in the process and promote the balanced development in all aspects. Output the comprehensive score through weighted summation based on the preset weights, integrate the scores of each dimension into an overall evaluation index, making the evaluation result more scientific and reasonable, and facilitating the management personnel to have an overall grasp and make decisions. This comprehensive evaluation mechanism not only helps to improve the transparency and controllability of the business opportunity development process, but also can motivate the business personnel to comprehensively improve their work performance in terms of time management, data quality, and result value, ultimately improving the business opportunity conversion rate and market competitiveness of the enterprise.
[0080] In summary, the technical effects of a development process data management method provided by the present invention are as follows: By constructing a basic table data model and storing it in a relational database, the model includes multiple groups of associated basic tables and field rules; in the interactive target scenario, define a set of business opportunity development phases based on the development logic, and construct a corresponding multi-phase business opportunity development process model; establish a dynamic association relationship between the business opportunity development data model and the business opportunity development process model, and generate business behavior driving instructions based on this association; according to the business behavior driving instructions, monitor the completion status of each basic table field in real time, automatically mark the phase completion status, and dynamically calculate the phase deadline in combination with historical data; based on the phase deadline and the phase completion status, generate a score for the business opportunity development process, and feedback the execution progress through a visual interface, thereby achieving the technical effects of standardizing, automating, and intelligentizing the business opportunity development process.
[0081] It should be understood that the embodiments mentioned in this specification focus on their differences from other embodiments. The specific embodiments in the foregoing Embodiment 1 are equally applicable to the development process data management method described in Embodiment 2. For the sake of simplicity of the specification, no further elaboration will be made here.
[0082] It should be understood that the disclosed embodiments of the present invention and the above descriptions can enable those skilled in the art to implement the present invention using the present invention. At the same time, the present invention is not limited to the above-mentioned part of the embodiments. It should be understood that those of ordinary skill in the art can still modify the technical solutions recorded in the foregoing embodiments, or perform equivalent replacements on some of the technical features; and these modifications or replacements do not make the essence of the corresponding technical solutions deviate from the spirit and scope of the technical solutions of the embodiments of the present invention, and should all be included in the protection scope of the present invention.
Claims
1. A method for managing development process data, characterized in that the steps Including: Construct a basic table data model and store the basic table data model in a relational database, where the basic table data model includes multiple groups of associated basic tables and field rules; Interact with the target scenario, define a set of business opportunity development stages based on the development logic, and correspondingly construct a multi-stage business opportunity development process model; Establish a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and generate business behavior driving instructions based on the dynamic association relationship; According to the business behavior driving instructions, monitor the field completion status of each basic table in real time, automatically mark the stage completion status, and dynamically calculate the stage deadline based on historical data; Based on the stage deadline, generate a business opportunity development process score in combination with the stage completion status, and feedback the execution progress through a visual interface.
2. The method for managing development process data according to claim 1, wherein Construct a basic table data model and store the basic table data model in a relational database, where the basic table data model includes multiple groups of associated basic tables and field rules. The steps include: Define a set of basic tables and configure the field rules for each basic table, where the field rules include fields, required fields, data types, required attributes, and character length limits; Generate a data status marking rule based on the set of basic tables, including the uncompleted status and the completed status and their corresponding determination conditions.
3. A method for managing development process data according to claim 2, characterized in that, Interact with the target scenario, define a set of business opportunity development stages based on the development logic, and correspondingly construct a multi-stage business opportunity development process model. The steps include: Interactively obtain development sample data and parse and identify multiple key stages; Define the state transition logic for each of the key stages; Generate a stage advancement logic according to the sequential dependency relationship between stages; Associate and store the state transition logic and the stage advancement logic in a relational database to form the multi-stage business opportunity development process model, where the multi-stage business opportunity development process model has a flow program number mark.
4. The method for managing development process data according to claim 3, wherein, Establish a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and generate business behavior driving instructions based on the dynamic association relationship. The steps include: Identify multiple key stages in the multi-stage business opportunity development process model; Parse the business opportunity development data model and extract multiple basic tables; Based on the target scenario knowledge graph, establish a mapping relationship between multiple key stages and multiple basic tables, where each key stage corresponds to at least one basic table.
5. The method for managing development process data according to claim 4, wherein, Establish a dynamic association relationship between the business opportunity development data model and the multi-stage business opportunity development process model, and generate business behavior driving instructions based on the association relationship. The steps further include: Configure the basic table completion status as a precondition for stage state transition; Generate an automated task queue based on the mapping relationship, including required field verification, mid-term progress reminder, and deadline warning.
6. The method for managing development process data according to claim 1, characterized in that Dynamically calculate the stage deadline based on historical data, including: Retrieve historical stage duration data based on big data; If there is the historical stage duration data, calculate the stage deadline according to the historical average duration and the real-time start time; If there is no historical stage duration data, a preset fixed duration is used as the stage cut-off time.
7. The method for managing development process data according to claim 5, wherein, Based on the stage cut-off time, a business opportunity development process score is generated in combination with the stage completion status, and the execution progress is fed back through a visual interface, including: Obtain the target cut-off time, and calculate the cut-off time deviation amount by combining the stage cut-off time and the target cut-off time; Combined with the cut-off time deviation amount, calculate the half-way timeliness score, stage completion timeliness score, information completeness score, and transaction amount score, and perform weighted summation based on preset weights to output a comprehensive score.
8. The data management method for development process according to claim 3, characterized in that, The business opportunity development stage set includes at least six key stages: requirement development, customer recognition, reaching a consensus, standard confirmation, promoting transactions, and contract execution.