Real-time process rationality evaluation method and system for project management

By constructing a process management functional module and a multi-dimensional evaluation index mathematical model, the problems of inconvenient real-time data access and time-consuming manual summarization in project management were solved, enabling real-time evaluation and optimization of process rationality.

CN121073084APending Publication Date: 2025-12-05SHANGHAI HUIZHIXING INFORMATION TECHNOLOGY DEVELOPMENT CO LTD
View PDF 0 Cites 0 Cited by

Patent Information

Application Number
CN202511201014.4
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-08-26
Publication Date
2025-12-05

AI Technical Summary

Technical Problem

In project management, it is difficult to distinguish between personnel in different units, data is inconvenient to view in real time, and the process delivery records are difficult to present intuitively, which is time-consuming and labor-intensive. Moreover, when the project progresses to the acceptance stage, the compilation and production of asset delivery reports consume a lot of manpower and time.

Method used

A process management module is built to record process flow operations and status, extract feature parameters, construct a multi-dimensional evaluation index mathematical model, calculate the rationality of the process, obtain actual data through IoT sensors and manual input, and generate a rationality evaluation report.

Benefits of technology

It enables real-time assessment of process rationality, reduces errors from manual summarization and subjective judgment, avoids the one-sidedness of single-dimensional assessment, improves the real-time and comprehensiveness of data, and optimizes project progress and resource utilization.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN121073084A_ABST
    Figure CN121073084A_ABST
Patent Text Reader

Abstract

The invention relates to the technical field of project management, and discloses a real-time process rationality evaluation method and system for project management, and the method comprises the steps: classifying and storing parameters such as predicted duration, resource consumption standard, quality standard and the like of a process, obtaining actual duration, actual resource consumption and actual quality result dynamic data, and carrying out the real-time process rationality evaluation. And then constructing a mathematical model of the duration deviation index, the resource deviation index and the quality deviation index, if any evaluation index does not conform to the corresponding standard interval, indicating that the project process is unreasonable, aiming at improving the content of the non-conforming corresponding standard interval, if any evaluation index does not conform to the corresponding standard interval, calculating a comprehensive rationality index, and determining that the project process is unreasonable. The system continuously collects data, updates indexes, triggers an early warning mechanism, adjusts parameters of substandard procedures until all indexes reach the standard, simultaneously covers time, resources and quality, avoids one-sidedness of single-dimension evaluation, and reduces errors of manual summarization and subjective judgment.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] This invention relates to the field of project management technology, and specifically to a method and system for real-time process rationality assessment in project management. Background Technology

[0002] The delivery process of a project involves multiple entities, including the client, general contractor, subcontractors, supervision units, and design units, as well as personnel from different departments and with different roles. The project also involves a large number of assets to be built and delivered. The delivery process of different assets is often divided into multiple processes, procedures, and stages, and different processes cover different procedures. The implementing units / personnel and review units / personnel corresponding to different procedures may also be different. Furthermore, some procedures have a strong sequential relationship, while others can be carried out in parallel.

[0003] In traditional project management, project managers could only add key personnel from each unit to WeChat groups, and each unit would then create its own smaller groups. Basic asset information, delivery implementation plans, and real-time progress were saved and distributed / forwarded through different Excel spreadsheets. With numerous members and roles in each group, and constantly updated spreadsheets leading to data inconsistencies, real-time data access was inconvenient, and delivery process records (on-site photos, audit records) were difficult to present intuitively. Daily / weekly data summarization and report generation required dedicated personnel, which was time-consuming and labor-intensive. When the project reached the acceptance phase, the compilation and production of various asset delivery reports also consumed significant manpower and time costs.

[0004] To address the aforementioned inconveniences, this invention proposes a method and system for real-time process rationality assessment in project management. Summary of the Invention

[0005] The purpose of this invention is to provide a method and system for real-time process rationality assessment in project management, thereby solving the aforementioned technical problems.

[0006] A method for real-time process rationality assessment in project management, the method comprising the following steps: Step S1: Construct a process management function module. In the process management function module, add all the relevant processes to the process one by one according to the process name. Step S2: Record the flow operation process and current status of each process; Step S3: Extract the characteristic parameters of each process based on the flow operation process and current status of each process; Step S4: Construct a multi-dimensional evaluation index mathematical model for each process based on the characteristic parameters of each process, and calculate the values ​​of each evaluation index for each process according to the mathematical model of each evaluation index. Step S5: Based on the values ​​of each evaluation index for each process, conduct a multi-dimensional evaluation of the rationality of each process.

[0007] As a further description of the technical solution of the present invention, the working process of step S1 includes: All processes in the system are numbered sequentially as 1, 2, ..., n. Standard parameters for each process are constructed, including: estimated process duration, process resource consumption standard, process quality compliance standard, and process logical relationship standard. These parameters are then categorized and stored according to project type. The working process of step S2 includes: collecting the actual data of the current process of the project in real time and entering it into the process management function module; The characteristic parameters in the steps include: actual duration, actual resource consumption, and actual quality detection results.

[0008] As a further description of the technical solution of the present invention, the working process of step S4 includes: Obtain the actual time consumed in the current state of the i-th process, the estimated time consumed in the current state of the i-th process, and construct a mathematical model for the time deviation evaluation index of the i-th process. The expression is as follows: ; In the formula, Let be the actual time consumed in the current state of the i-th process. The estimated time to complete the current state of the i-th process. Let be the complexity coefficient of the i-th process, and the interval is . The system is set according to the process content. is the evaluation index for the time deviation of the i-th process step.

[0009] As a further description of the technical solution of the present invention, the working process of step S4 also includes: Obtain the current resource consumption status of the i-th process, and construct a mathematical model for the resource deviation evaluation index of the i-th process, with the expression: ; In the formula, Let i be the number of resource consumption items in the i-th process. Belongs to y, Let x be the actual consumption of the x-th resource in the current state of the i-th process. Let x be the estimated consumption of resource x in the current state of the i-th process. Let x be the weight coefficient corresponding to the x-th resource. , which is the resource deviation assessment index for the i-th project process.

[0010] As a further description of the technical solution of the present invention, the working process of step S4 also includes: Obtain the completion status of various quality characteristics of the current state of the i-th process, and construct a mathematical model for the quality compliance deviation evaluation index of the i-th process, with the expression as follows: ; In the formula, Let j be the number of quality inspection items in the i-th process, where j belongs to m. Score the j-th quality characteristic. When the j-th quality characteristic meets the standard, =1, when the quality of the j-th item fails to meet the standard. =0, where g is the number of items that failed to meet the quality standards. It is the penalty coefficient for failing to meet the standard. The deviation evaluation index for the quality of the i-th process step is used.

[0011] As a further description of the technical solution of the present invention, the working process of step S5 includes: The time deviation evaluation index, resource deviation evaluation index, and quality compliance deviation evaluation index of the i-th project process are respectively compared with the standard range set by the system. If any evaluation indicator fails to meet the corresponding standard range, it indicates that the i-th project process is unreasonable, and improvements should be made to address the aspects that do not meet the corresponding standard range. If no evaluation indicator fails to meet the corresponding standard range, the rationality of the i-th project process will be further evaluated.

[0012] As a further description of the technical solution of the present invention, the process of further evaluating the rationality of the i-th project step includes: Construct a mathematical model for the rationality index of the i-th project process, with the expression: ; In the formula, Let the rationality index of the i-th project process be... Compared with the various ranges set by the system, if ∈ This indicates that the i-th project process is highly reasonable, and the current execution strategy should be maintained. ∈ This indicates that the i-th project process is basically reasonable, and targeted improvements should be made to the dimension with the highest deviation. Less than This indicates that the i-th project process is unreasonable and carries high risk, requiring a comprehensive review of the logical relationships, resource allocation, or quality standards.

[0013] As a further description of the technical solution of the present invention, the working process of step S5 also includes: Based on the comprehensive score of process rationality and the values ​​of each evaluation indicator, a process rationality evaluation report is generated. The evaluation report includes rationality indicators, existing problems, and improvement suggestions.

[0014] A real-time process rationality assessment system for project management, the system comprising: The data acquisition module is used to collect actual data of the current process of the project in real time and extract the characteristic parameters of each process. The data analysis module is used to construct mathematical models for various rationality indicators based on actual data; The rationality assessment module is used to calculate the values ​​of each rationality indicator based on the mathematical model of each rationality indicator, and to evaluate the rationality of the process using preset standard parameters. The report generation module is used to generate a process rationality assessment report based on the assessment results of the rationality assessment module.

[0015] The beneficial effects of this invention are: This invention categorizes and stores parameters such as the estimated duration of a process, resource consumption standards, and quality compliance standards. It acquires dynamic data on actual duration, actual resource consumption, and actual quality results. Then, it constructs mathematical models for duration deviation, resource deviation, and quality deviation indicators. If any evaluation indicator fails to meet the corresponding standard range, it indicates that the project process is unreasonable. Improvements are made to address the issues that do not meet the corresponding standard range. If no evaluation indicator fails to meet the corresponding standard range, a comprehensive rationality index is calculated. The system continuously collects data and updates the indicators, triggering an early warning mechanism. Parameters are adjusted for substandard processes until all indicators meet the standards. This approach covers time, resources, and quality, avoiding the bias of single-dimensional evaluation and reducing errors from manual summarization and subjective judgment. Attached Figure Description

[0016] The invention will now be further described with reference to the accompanying drawings.

[0017] Figure 1 This is a partial flowchart of the real-time process rationality assessment method for project management provided by the present invention. Detailed Implementation

[0018] The technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0019] Please see Figure 1 As shown, the present invention is a method for real-time process rationality assessment in project management, characterized in that the method includes the following steps: Step S1: Construct a process management function module. In the process management function module, add all the relevant processes to the process one by one according to the process name. Step S2: Record the flow operation process and current status of each process; Step S3: Extract the characteristic parameters of each process based on the flow operation process and current status of each process; Step S4: Construct a multi-dimensional evaluation index mathematical model for each process based on the characteristic parameters of each process, and calculate the values ​​of each evaluation index for each process according to the mathematical model of each evaluation index. Step S5: Based on the values ​​of each evaluation index for each process, conduct a multi-dimensional evaluation of the rationality of each process.

[0020] Through the above technical solution, this invention categorizes and stores parameters such as the estimated duration of the process, resource consumption standards, and quality compliance standards, and normalizes them to eliminate the influence of dimensions. It acquires dynamic data on actual duration, actual resource consumption, and actual quality results through IoT sensors, manual input, or system interfaces. Then, it constructs mathematical models for duration deviation, resource deviation, and quality deviation indicators. If any evaluation indicator fails to meet the corresponding standard range, it indicates that the i-th process is unreasonable. Improvements are made to address the aspects that do not meet the corresponding standard range. If no evaluation indicator fails to meet the corresponding standard range, a comprehensive rationality index is calculated. The system continuously collects data and updates the indicators, triggering an early warning mechanism. Parameters for non-compliant processes are adjusted (e.g., extending the construction period, increasing resources, or modifying the process) until all indicators meet the standards. This simultaneously covers time, resources, and quality, avoiding the one-sidedness of single-dimensional evaluation and reducing errors from manual summarization and subjective judgment.

[0021] The working process of step S1 includes: All processes in the system are numbered sequentially as 1, 2, ..., n. Standard parameters for each process are constructed, including: estimated process duration, process resource consumption standard, process quality compliance standard, and process logical relationship standard. These parameters are then categorized and stored according to project type. The construction of a process standard database is the foundation for evaluation. By collecting a large amount of historical project process data, cleaning and removing invalid and erroneous data, selecting representative data, and then conducting statistical analysis, the standard parameters for various processes under different conditions are determined.

[0022] The working process of step S2 includes: collecting the actual data of the current process of the project in real time and entering it into the process management function module; The system utilizes IoT sensors to automatically collect data that can be monitored by the sensors, such as equipment uptime and material consumption. For data that cannot be collected by sensors, such as quality inspection results obtained manually, data can be entered manually. Furthermore, the system can interface with other systems used in project management, such as progress management systems and resource management systems, to obtain relevant data. This combination of multiple data collection methods ensures the real-time nature and comprehensiveness of the data.

[0023] The characteristic parameters in the steps include: actual duration, actual resource consumption, and actual quality detection results.

[0024] The working process of step S4 includes: Obtain the actual time consumed in the current state of the i-th process, the estimated time consumed in the current state of the i-th process, and construct a mathematical model for the time deviation evaluation index of the i-th process. The expression is as follows: ; In the formula, Let be the actual time consumed in the current state of the i-th process. The estimated time to complete the current state of the i-th process. Let be the complexity coefficient of the i-th process, and the interval is . The system is set according to the process content. is the evaluation index for the time deviation of the i-th process step.

[0025] Through the above technical solution, this embodiment constructs a time deviation evaluation index for the i-th process, which is used to quantify the deviation between the actual time and the expected time, obtain the actual time consumed in the current state of the i-th process, and the expected time consumed in the current state of the i-th process, using the formula... Calculate the time deviation evaluation index for the i-th process step, where, This represents the percentage deviation between the actual and estimated time, providing a uniform measure of the deviation magnitude while ignoring directionality. By amplifying the impact of deviations in highly complex processes, this mathematical model enables project managers to quickly identify processes with high deviations and high complexity, and prioritize the optimization of critical path risk points.

[0026] The working process of step S4 also includes: Obtain the current resource consumption status of the i-th process, and construct a mathematical model for the resource deviation evaluation index of the i-th process, with the expression: ; In the formula, Let i be the number of resource consumption items in the i-th process. Belongs to y, Let x be the actual consumption of the x-th resource in the current state of the i-th process. Let x be the estimated consumption of resource x in the current state of the i-th process. Let x be the weight coefficient corresponding to the x-th resource. , which is the resource deviation assessment index for the i-th project process.

[0027] Through the above technical solution, this embodiment constructs a resource deviation assessment index for the i-th process, which is used to quantify the deviation between actual resource consumption and expected consumption, obtain the current state of resource consumption of the i-th process, and construct a mathematical model for the resource deviation assessment index of the i-th process: In the formula, Let x be the percentage difference between the actual consumption and the expected consumption of resource x, with a uniform measure of the deviation magnitude, ignoring directionality. Taking into account the deviations of all resource types, weighted by importance, By amplifying the impact of deviations in highly complex processes, this mathematical model allows project managers to accurately pinpoint processes with severe cost overruns and high complexity, enabling them to optimize procurement plans or adjust processes.

[0028] The working process of step S4 also includes: Obtain the completion status of various quality characteristics of the current state of the i-th process, and construct a mathematical model for the quality compliance deviation evaluation index of the i-th process, with the expression as follows: ; In the formula, Let j be the number of quality inspection items in the i-th process, where j belongs to m. Score the j-th quality characteristic. When the j-th quality characteristic meets the standard, =1, when the quality of the j-th item fails to meet the standard. =0, where g is the number of items that failed to meet the quality standards. It is the penalty coefficient for failing to meet the standard. The deviation evaluation index for the quality of the i-th process step is used.

[0029] Through the above technical solution, the core of this embodiment is to construct a quality compliance deviation evaluation index for the i-th process, which is used to quantify the degree of conformity between the process quality characteristics and the preset standard, obtain the completion status of various quality characteristics in the current state of the i-th process, and construct a mathematical model for the quality compliance deviation evaluation index of the i-th process: In the formula, To calculate the weighted sum of all compliant quality characteristics, perform a weighted summation of the quality items. To impose non-linear penalties on non-compliance items, this mathematical model uses weighted sums to encourage key quality compliance and severely punish any non-compliance items.

[0030] The working process of step S5 includes: The time deviation evaluation index, resource deviation evaluation index, and quality compliance deviation evaluation index of the i-th project process are respectively compared with the standard range set by the system. If any evaluation indicator fails to meet the corresponding standard range, it indicates that the i-th project process is unreasonable, and improvements should be made to address the aspects that do not meet the corresponding standard range. If no evaluation indicator fails to meet the corresponding standard range, the rationality of the i-th project process will be further evaluated.

[0031] 7. The real-time process rationality assessment method for project management according to claim 6, characterized in that the further assessment of the rationality of the i-th project process includes: Construct a mathematical model for the rationality index of the i-th project process, with the expression: ; In the formula, Let the rationality index of the i-th project process be... Compared with the various ranges set by the system, if ∈ This indicates that the i-th project process is highly reasonable, and the current execution strategy should be maintained. ∈ This indicates that the i-th project process is basically reasonable, and targeted improvements should be made to the dimension with the highest deviation. Less than This indicates that the i-th project process is unreasonable and carries high risk, requiring a comprehensive review of the logical relationships, resource allocation, or quality standards.

[0032] Through the above technical solution, this embodiment first makes a preliminary judgment on the rationality of the sequence by comparing the three indicators of time deviation, resource deviation, and quality deviation with preset standard ranges. If any indicator exceeds the threshold, the process is judged to be unreasonable, and the corresponding dimension is improved accordingly. If all indicators meet the standards, a mathematical model of the rationality index of the i-th project process is constructed. In the formula, Assess the overall level of deviation. The imbalance between penalty indicators will affect the rationality index of the i-th project process. Compared with the various ranges set by the system, if ∈ This indicates that the i-th project process is highly reasonable, and the current execution strategy should be maintained. ∈ This indicates that the i-th project process is basically reasonable, and targeted improvements should be made to the dimension with the highest deviation. Less than This indicates that the i-th project process is unreasonable and carries high risk, requiring a comprehensive review of the logical relationships, resource allocation, or quality standards.

[0033] The working process of step S5 also includes: Based on the comprehensive score of process rationality and the values ​​of each evaluation indicator, a process rationality evaluation report is generated. The evaluation report includes rationality indicators, existing problems, and improvement suggestions.

[0034] A real-time process rationality assessment system for project management, the system comprising: The data acquisition module is used to collect actual data of the current process of the project in real time and extract the characteristic parameters of each process. The data analysis module is used to construct mathematical models for various rationality indicators based on actual data; The rationality assessment module is used to calculate the values ​​of each rationality indicator based on the mathematical model of each rationality indicator, and to evaluate the rationality of the process using preset standard parameters. The report generation module is used to generate a process rationality assessment report based on the assessment results of the rationality assessment module.

[0035] It should be noted that the formulas in this application are all dimensionless and numerical calculations. The formulas are obtained by software simulation based on a large amount of data and are the closest to the real situation. The threshold ranges, standard ranges and coefficients involved in this application are all empirical values ​​and are selected by those skilled in the art according to the actual situation.

[0036] The foregoing has provided a detailed description of one embodiment of the present invention, but this description is merely a preferred embodiment and should not be construed as limiting the scope of the invention. All equivalent variations and modifications made within the scope of the claims of this invention should still fall within the patent coverage of this invention.

Claims

1. A real-time process rationality assessment method for project management, characterized by, The method comprises the following steps: Step S1, constructing a process management function module, in which all involved processes are added to the flow one by one according to the process name; Step S2, recording the operation process and current state of each process; Step S3, extracting the characteristic parameters of each process according to the operation process and current state of each process; Step S4, constructing a multi-dimensional evaluation index mathematical model of each process based on the characteristic parameters of each process, and calculating the values of each evaluation index of each process according to the mathematical model of each evaluation index; Step S5, multi-dimensionally evaluating the rationality of each process based on the values of each evaluation index of each process.

2. The real-time process rationality assessment method for project management according to claim 1, characterized in that, The working process of step S1 comprises: All processes are numbered, the numbering is 1, 2, …, n in turn, the standard parameters of each process are constructed, the standard parameters include: process expected duration, process resource consumption standard, process quality standard and process logical relationship standard, and are stored according to the type of the project; The working process of step S2 comprises: real-time acquisition of actual data of the current process of the project, and inputting into the process management function module; The characteristic parameters in the step include: actual duration, actual resource consumption and actual quality test result.

3. The real-time process rationality assessment method for project management according to claim 2, characterized in that, The working process of step S4 comprises: The actual duration of the current state of the i-th process is obtained, the expected duration of the current state of the i-th process is obtained, and an i-th process duration deviation evaluation index mathematical model is constructed, and the expression is: ; In the formula, is the actual time length consumed by the current state of the ith process, is the expected time length consumed by the current state of the ith process, is the complexity coefficient of the ith process, the interval is , the system sets according to the process content, is the process length deviation evaluation index of the ith project.

4. The real-time process rationality assessment method for project management according to claim 2, wherein, The working process of step S4 further comprises: The resource consumption of the current state of the i-th process is obtained, an i-th project process resource deviation evaluation index mathematical model is constructed, and the expression is: ; In the formula, is the number of resource consumption items of the ith process, belongs to y, is the actual consumption of the xth resource in the current state of the ith process, is the predicted consumption of the xth resource in the current state of the ith process, is the weight coefficient corresponding to the xth resource, is the resource deviation evaluation index of the ith project process.

5. The real-time process rationality assessment method for project management according to claim 2, wherein, The working process of step S4 further comprises: The quality characteristic completion of the current state of the i-th process is obtained, an i-th project process quality standard deviation evaluation index mathematical model is constructed, and the expression is: ; In the formula, is the number of quality inspection items of the ith process, j belongs to m, is the score of the jth quality characteristic, when the jth quality is completed up to standard, =1, when the jth quality is completed not up to standard, =0, g is the number of items not up to standard, is the penalty coefficient of not up to standard, is the deviation evaluation index of the ith process project quality up to standard.

6. The real-time process rationality assessment method for project management according to claim 2, wherein, The working process of step S5 comprises: The i-th project process duration deviation evaluation index, the i-th project process resource deviation evaluation index and the i-th project process quality standard deviation evaluation index are compared with the standard interval set by the system respectively, If any evaluation index does not conform to the corresponding standard interval, it means that the i-th project process is not reasonable, and the content that does not conform to the corresponding standard interval is improved; If none of the evaluation indexes does not conform to the corresponding standard interval, the rationality of the i-th project process is further evaluated.

7. The real-time process reasonableness assessment method for project management according to claim 6, characterized in that, The working process of further evaluating the rationality of the i-th project process comprises: An i-th project process rationality index mathematical model is constructed, and the expression is: ; In the formula, is the i-th project process rationality index, and the i-th project process rationality index is Compared with each range interval set by the system, if ∈ , it indicates that the i-th project process is highly rational, and the current execution strategy is maintained, if ∈ , it indicates that the i-th project process is basically rational, and the highest dimension of deviation is improved in a targeted manner, if is less than , it indicates that the i-th project process is not rational, and the risk is high, so the logical relationship, resource allocation or quality standard should be comprehensively reviewed.

8. The real-time process reasonableness assessment method for project management according to claim 7, characterized in that, The working process of step S5 further comprises: According to the process rationality comprehensive score and the values of each evaluation index, a process rationality evaluation report is generated, and the evaluation report includes rationality index, existing problems and improvement suggestions.

9. A real-time process rationality assessment system for project management, the system being used to implement the real-time process rationality assessment method for project management according to any one of claims 1-8, characterized in that, The system comprises: A data acquisition module for real-time acquisition of actual data of the current process of the project and extraction of characteristic parameters of each process; A data analysis module for constructing a mathematical model of each rationality index according to the actual data; The rationality evaluation module is configured to calculate the values of the indexes based on mathematical models of the indexes, and evaluate the rationality of the process by using preset standard parameters; The report generation module is configured to generate a process rationality evaluation report according to the evaluation results of the rationality evaluation module.