CN102831505A - Management system and management method for enterprise information - Google Patents

Management system and management method for enterprise information Download PDF

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Publication number
CN102831505A
CN102831505A CN2012102959841A CN201210295984A CN102831505A CN 102831505 A CN102831505 A CN 102831505A CN 2012102959841 A CN2012102959841 A CN 2012102959841A CN 201210295984 A CN201210295984 A CN 201210295984A CN 102831505 A CN102831505 A CN 102831505A
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project
file
management
document
product
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陆理
杨佐民
王丽
张立智
邵敬娟
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NANJING XCMG CO Ltd
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NANJING XCMG CO Ltd
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Priority to CN2012102959841A priority Critical patent/CN102831505A/en
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Abstract

The invention relates to a management system and a management method for enterprise information, and aims to solve problems that work states are non-transparent and delayed, design quality is uncontrollable and the like which are exposed gradually due to facts that large quantities of information are generated in different business links in a process from development and initiation of a new product to final mass production of the product of some enterprises at present, and the decentralized management of the information, agreement, approval and issue of technical data and project management are all completed manually. The management system comprises a drawing and document and table management module, a material category and attribute management module, a research and development project management module, an approval process management module and a design change management module. By project management and electronic workflow management methods, the management system can control progress of a product development project and monitor the workflow, and assist in dynamically learning actual work conditions of a product by project monitoring so as to realize effective and reasonable work arrangement and allocation according to the actual work conditions, and accordingly, paper-less office work is realized.

Description

The enterprise information management system and management method
Technical field:
The present invention relates to a kind of enterprise information management system and management method, is a kind ofly to serve as theme with project management, is that core is come all documents and the system of product data in the management product Life cycle with product data.
Background technology:
At present some enterprises criticize in the product process at the new product development final products of setting up the project; Each service link all can produce bulk information; Comprise development requirement information, product design data, project procedure file etc., these information dispersion management at present, the situation of doing things in his own way have hindered ERM and have shared and collaborative work.Technical information sign to be examined, granting and project management all are through manual mode, progressively demonstrates situation such as working condition is opaque, untimely, designing quality can not be controlled with the operating mode of manual mode.
The problem that the file management of enterprise exists has: all data all leave under the Shared Folders with naming separately, and are uncontrollable to the accuracy of data; Data is management disaggregatedly not, checks very difficulty; The naming method of data is very random, can't must open file and check from judging nominally; Project procedure file and technological document are incomplete, much all are the data of polishing in order to deal with inspection; E-file after the change in design does not have version management, and paper document has Version Control, but reviews legacy version data difficulty relatively, and does not have new old edition contrast.Be difficult to form knowledge base; Data security is difficult to guarantee that the data in the shared file can arbitrarily be deleted, although encryption software has been arranged, can on network, download decoding software but encrypt file later by this encryption software.
In project development process, the timing node in strict accordance with plan does not come control item purpose progress.Lack the performance management data and support, the examination process is gone inspection artificially, and human factor may lack justice
If the well control of a large amount of design alterations that produces with the production back in the product development process; To directly have influence on product quality, manufacturing cost; Most importantly repeatedly cause e-file and paper document inconsistent of being handed down to production link easily after the change, produce potential product quality problem hidden danger.
Summary of the invention:
The objective of the invention is provides a kind of enterprise information management system and management method to the problem of above-mentioned existence; Guarantee uniqueness, the integrality of each link data of enterprise; The whole process that can accomplish data is shared, guarantees real-time, trackability and the relevance of data.Realize that number goes out a place, the overall situation is shared, and reduces the duplication of labour, raises the efficiency, avoids mistake, target clear in job responsibility.Realize the control and the work monitoring of product development project process, understand the real work situation of product dynamically, carry out effectively and reasonably job placement and assignment based on this, realize office with no paper at all through project monitoring.
Above-mentioned purpose realizes through following technical scheme:
The enterprise information management system comprises drawing and document and list administration module, Classification of materials and attribute management module, development project administration module, approval process administration module, design alteration administration module,
Described drawing and document and list administration module are used for the data of enterprises is deposited with the form of annex, and the actual deposit position of annex is in ftp server;
Described Classification of materials and attribute management module comprise according to product, parts parameter information sets up the material family storehouse, sets up the unified COM code rule of enterprise according to Classification of materials, related with drawing and document and list foundation, forms complete product structure;
Described development project administration module is used for completely new product development project, remodeling product development project, customer demand development project are set up corresponding flow template, adjustment task, Team Member's maintenance and task assignment, duration setting respectively;
Described approval process administration module comprise to flow nodes be provided with this node processing time, flow nodes do jointly do with commentaries on classics, the flow process agency;
Described design alteration administration module is used for Notification of Changes list and request slip are adopted the mode of flow chart, does receipt field control, makes document and systematic unity interface.
The described enterprise information management system comprises in described drawing and document and the list administration module that three kinds are checked the Rights Management System of view system, document life management system, document, the issue and the retrieval management system of drawing and document,
Check that view system comprises according to the founder and check that after switching to the founder and checking view, what see is all files by its establishment of these personnel for described three kinds; Do not check according to institute, i.e. checking of file mode, see be this all file; Check that according to file type promptly the type of service of document is checked, what see is the All Files that belongs to the type;
Described document life management system comprises workspace, filing district, advertisement, scraps district, recovery area;
The Rights Management System of described document is used for the unified mode that adopts literary composition control issue of document, and the record that the process of system log (SYSLOG) issue and user sign for is convenient to review.
The described enterprise information management system, described Classification of materials and attribute management module comprise the newly-increased module of new material, the apolegamy module of product.
The described enterprise information management system comprises the project flow template in the described development project administration module.
Utilize the above-mentioned enterprise information management system to carry out the method for enterprise information management, comprise drawing and document and list management, Classification of materials and attribute management, development project management, approval process management, design alteration management,
The management of described drawing and document and list is that the data of the enterprises form with annex is left in the ftp server, and file is carried out encryption, has the user of authority just can open file and checks; When the material upload of making on PC as the user is managed, earlier according to for type of service, file carry out file and upload to the workspace, this moment, file can be made amendment; Automatically arrive the filing district through the file after the audit; This moment, file was controlled, this moment file will be not rewritable, if will revise the variation that version need take place for this part file then; Promptly can produce the notion of documentation release this moment; When archive file was handed down to application department, the user who accepts file can check the file that is distributed to it in its advertisement, and the file consolidation of cancelling in the system is carried out file by the Junior Data Manager and scrapped operation; File entered into and scrapped the district this moment, and the Version Control mode of document is according to the project stage.Divide, [issue] node be set in the process examining of file, to sign examine through after the file that can issue by the Junior Data Manager label file is issued, issue the authority of authorizing be divided into browse, read-only, can revise authority;
Described Classification of materials and attribute management are to set up Classification of materials; Set up the application process of the new material of standard; Check the product that whether meets customer demand in the existing product storehouse during apolegamy earlier; If there is not then to carry out the apolegamy of product, perhaps it can carry out the apolegamy of product if the product that meets customer demand is arranged, and can judge directly then whether product can meet customer need again.
Described development project management is to set up corresponding flow template; After project is set up well; The beginning planned project, content comprises: the adjustment task: quote the newly-built project of module, if there is task to increase or to reduce; Can adjust, comprise that the preposition follow-up relation between the task also can according to circumstances be adjusted; Team Member safeguards and task assignment: adding the project team member into, project team also gives concrete task leader or the executor of each Task Distribution; Duration is set to the task setting plan time; After project planning has been got well; The project leader starts project, and the responsible official of each task will receive the task that it is responsible for, when in project implementation process; Because situation such as customer demand variation, personnel adjustment, plan time variation need be adjusted the project of initial planning, then should start project modification process.
Described approval process management is the processing time that this node is set to flow nodes; Do jointly and the commentaries on classics of flow nodes are done; Flow process agency: during certain user goes on business, inconvenient approval process the time, such flow process can be set exercise the audit responsibility by other colleague agencies.
Described design alteration management comprises design alteration application process and design alteration execution flow process.
Beneficial effect:
1. the present invention is through project management and electronic workflow management method; With control and the work monitoring that realizes the product development project process; Understand the real work situation of product dynamically through project monitoring; Carry out effectively and reasonably job placement and assignment based on this, realize office with no paper at all.Come technological documents all in standard and the management enterprise disaggregatedly, project procedure file etc. with multiple views such as document classification, partial document folder, founder, project folders.Come the process and new old edition contrast of record material change with the mode of version, with the file in the mode convenient search system of standardize naming.Historical summary is carried out the standardization arrangement, make things convenient for subsequent design to use for reference.
2. come technological documents all in standard and the management enterprise disaggregatedly, project procedure file etc. with multiple views such as document classification, partial document folder, founder, project folders in drawing and document of the present invention and the list administration module.Come the process and new old edition contrast of record material change with the mode of version, with the file in the mode convenient search system of standardize naming.Historical summary is carried out the standardization arrangement, make things convenient for subsequent design to use for reference.
Embodiment:
Below in conjunction with concrete embodiment technical scheme of the present invention is done explanation further:
Embodiment 1:
The enterprise information management system comprises drawing and document and list administration module, Classification of materials and attribute management module, development project administration module, approval process administration module, design alteration administration module,
Described drawing and document and list administration module are used for the data of enterprises is deposited with the form of annex, and the actual deposit position of annex is in ftp server; If fixed form is arranged, this binds template in every type of document, and WeiLai Technology center colleague only need call this part template and carry out content and fill and present and get final product in the PLM system, for standardization effort lays the first stone.2, every type of document is bound fixing approval process, so that Business Process Standardization.
Described Classification of materials and attribute management module comprise according to product, parts parameter information sets up the material family storehouse, sets up the unified COM code rule of enterprise according to Classification of materials, related with drawing and document and list foundation, forms complete product structure;
Described development project administration module is used for completely new product development project, remodeling product development project, customer demand development project are set up corresponding flow template, adjustment task, Team Member's maintenance and task assignment, duration setting respectively;
Described approval process administration module comprise to flow nodes be provided with this node processing time, flow nodes do jointly do with commentaries on classics, the flow process agency;
Described design alteration administration module is used for Notification of Changes list and request slip are adopted the mode of flow chart, does receipt field control, makes document and systematic unity interface.
Embodiment 2:
The described enterprise information management system comprises in described drawing and document and the list administration module that three kinds are checked the Rights Management System of view system, document life management system, document, the issue and the retrieval management system of drawing and document,
Check that view system comprises according to the founder and check that after switching to the founder and checking view, what see is all files by its establishment of these personnel for described three kinds; Do not check according to institute, i.e. checking of file mode, see be this all file; Check that according to file type promptly the type of service of document is checked, what see is the All Files that belongs to the type;
Described document life management system comprises workspace, filing district, advertisement, scraps district, recovery area;
The Rights Management System of described document is used for the unified mode that adopts literary composition control issue of document, and the record that the process of system log (SYSLOG) issue and user sign for is convenient to review;
Embodiment 3:
The described enterprise information management system, described Classification of materials and attribute management module comprise the newly-increased module of new material, the apolegamy module of product.
Embodiment 4:
The described enterprise information management system comprises the project flow template in the described development project administration module.
Embodiment 5:
Utilize the above-mentioned enterprise information management system to carry out the method for enterprise information management, comprise drawing and document and list management, Classification of materials and attribute management, development project management, approval process management, design alteration management,
The management of described drawing and document and list is that the data of the enterprises form with annex is left in the ftp server, and file is carried out encryption, has the user of authority just can open file and checks; When the material upload of making on PC as the user is managed, earlier according to for type of service, file carry out file and upload to the workspace, this moment, file can be made amendment; Automatically arrive the filing district through the file after the audit; This moment, file was controlled, this moment file will be not rewritable, if will revise the variation that version need take place for this part file then; Promptly can produce the notion of documentation release this moment; When archive file was handed down to application department, the user who accepts file can check the file that is distributed to it in its advertisement, and the file consolidation of cancelling in the system is carried out file by the Junior Data Manager and scrapped operation; File entered into and scrapped the district this moment, and the Version Control mode of document is according to the project stage.Divide, [issue] node be set in the process examining of file, to sign examine through after the file that can issue by the Junior Data Manager label file is issued, issue the authority of authorizing be divided into browse, read-only, can revise authority;
Described Classification of materials and attribute management are to set up Classification of materials; Set up the application process of the new material of standard; Check the product that whether meets customer demand in the existing product storehouse during apolegamy earlier; If there is not then to carry out the apolegamy of product, perhaps it can carry out the apolegamy of product if the product that meets customer demand is arranged, and can judge directly then whether product can meet customer need again; Carry out comparatively detailed classification, and define the attribute item of each classification according to finished product, system, subsystem, total member, part.Set up the unified COM code rule of enterprise according to Classification of materials.In system, set up following role, and it is distributed corresponding authority.The material maintainer: material library is safeguarded authority, can increase, revise, delete material newly, following being responsible for is delivered to ERP with PLM material and BOM.Material standardization personnel: whether inspection material attribute carries out attribute description according to standard.
Described development project management is to set up corresponding flow template; After project is set up well; The beginning planned project, content comprises: the adjustment task: quote the newly-built project of module, if there is task to increase or to reduce; Can adjust, comprise that the preposition follow-up relation between the task also can according to circumstances be adjusted; Team Member safeguards and task assignment: adding the project team member into, project team also gives concrete task leader or the executor of each Task Distribution; Duration is set to the task setting plan time; After project planning has been got well; The project leader starts project, and the responsible official of each task will receive the task that it is responsible for, when in project implementation process; Because situation such as customer demand variation, personnel adjustment, plan time variation need be adjusted the project of initial planning, then should start project modification process; Set up the department of project management, major responsibility is to do the work of project management aspect, and promptly the sport technique segment personnel carry out technical work by all means, the tracking in the project process, advances and reports the work and carried out by the personnel of the department of project management.If in a task, the responsible official of task has only one, gathers but the output of this task is a plurality of personnel's payment thing, then can gather flow process by responsible official's initiation data, adopts the mode of approval process to carry out gathering of data.
Described approval process management is the processing time that this node can be set to flow nodes; Such as its processing time of setting in [chief's audit] stage is 4 hours; Can be provided with was untreated in 4 hours then presses (can bind Xu worker intra-company mailbox, require each user that a fixedly mailbox is arranged) through mail.Certainly also can realize pressing of SMS, but this must buy SMS platform with telecom operators.Function is done in do jointly and the commentaries on classics of flow nodes: such as in [the positive vice-president's audit of technological vice president and research institute] node; Vice president or positive vice-president in the process of examining if need with reference to presidential suggestion; Then can on this node, do jointly, provide audit opinion by the general manager (GM) and examine to the general manager (GM).Flow process agency: during certain user goes on business, inconvenient approval process the time, such flow process can be set exercise the audit responsibility by other colleague agencies.
Described design alteration management comprises design alteration application process and design alteration execution flow process.

Claims (5)

1. enterprise information management system is characterized in that: comprise drawing and document and list administration module, Classification of materials and attribute management module, development project administration module, approval process administration module, design alteration administration module,
Described drawing and document and list administration module are used for the data of enterprises is deposited with the form of annex, and the actual deposit position of annex is in ftp server;
Described Classification of materials and attribute management module comprise according to product, parts parameter information sets up the material family storehouse, sets up the unified COM code rule of enterprise according to Classification of materials, related with drawing and document and list foundation, forms complete product structure;
Described development project administration module is used for completely new product development project, remodeling product development project, customer demand development project are set up corresponding flow template, adjustment task, Team Member's maintenance and task assignment, duration setting respectively;
Described approval process administration module comprise to flow nodes be provided with this node processing time, flow nodes do jointly do with commentaries on classics, the flow process agency;
Described design alteration administration module is used for Notification of Changes list and request slip are adopted the mode of flow chart, does receipt field control, makes document and systematic unity interface.
2. the enterprise information management system according to claim 1; It is characterized in that: comprise in described drawing and document and the list administration module that three kinds are checked the Rights Management System of view system, document life management system, document, the issue and the retrieval management system of drawing and document
Check that view system comprises according to the founder and check that after switching to the founder and checking view, what see is all files by its establishment of these personnel for described three kinds; Do not check according to institute, i.e. checking of file mode, see be this all file; Check that according to file type promptly the type of service of document is checked, what see is the All Files that belongs to the type;
Described document life management system comprises workspace, filing district, advertisement, scraps district, recovery area;
The Rights Management System of described document is used for the unified mode that adopts literary composition control issue of document, and the record that the process of system log (SYSLOG) issue and user sign for is convenient to review.
3. the enterprise information management system according to claim 1 and 2 is characterized in that: described Classification of materials and attribute management module comprise the newly-increased module of new material, the apolegamy module of product.
4. the enterprise information management system according to claim 1 and 2 is characterized in that: comprise the project flow template in the described development project administration module.
5. method of utilizing the above-mentioned enterprise information management system to carry out enterprise information management is characterized in that: comprise drawing and document and list management, Classification of materials and attribute management, development project management, approval process management, design alteration management,
The management of described drawing and document and list is that the data of the enterprises form with annex is left in the ftp server, and file is carried out encryption, has the user of authority just can open file and checks; When the material upload of making on PC as the user is managed, earlier according to for type of service, file carry out file and upload to the workspace, this moment, file can be made amendment; Automatically arrive filing district through the file after the audit, this moment, file was controlled, and this moment, file was with rewritable not; If will revise the variation that version need take place for this part file then; Promptly can produce the notion of documentation release this moment, when archive file was handed down to application department, the user who accepts file can check the file that is distributed to it in its advertisement; The file consolidation of cancelling in the system is carried out file by the Junior Data Manager and is scrapped operation; File entered into and scrapped the district this moment, and the Version Control mode of document was divided according to the project stage, examining of file [issue] node was set in the process; To sign examine through after the file that can issue by the Junior Data Manager label file is issued, issue the authority of authorizing be divided into browse, read-only, can revise authority;
Described Classification of materials and attribute management are to set up Classification of materials; Set up the application process of the new material of standard; Check the product that whether meets customer demand in the existing product storehouse during apolegamy earlier; If there is not then to carry out the apolegamy of product, perhaps it can carry out the apolegamy of product if the product that meets customer demand is arranged, and can judge directly then whether product can meet customer need again;
Described development project management is to set up corresponding flow template; After project is set up well; The beginning planned project; Content comprises: the adjustment task: quote the newly-built project of module; If there is task to increase or to reduce; Can adjust, comprise that the preposition follow-up relation between the task also can be adjusted based on situation; Team Member safeguards and task assignment: adding the project team member into, project team distributes concrete task leader or executor also for each task; Duration is set to the task setting plan time; After project planning has been got well; The project leader starts project; The director of each task will receive the task that it is responsible for; When in project implementation process; Because situation such as customer demand variation, personnel adjustment, plan time variation need be adjusted the project of initial planning, then should start project modification process;
Described approval process management is the processing time that this node is set to flow nodes; Do jointly and the commentaries on classics of flow nodes are done; Flow process agency: during certain user goes on business, inconvenient approval process the time, such flow process can be set exercise the audit responsibility by other colleague agencies;
Described design alteration management comprises design alteration application process and design alteration execution flow process.
CN2012102959841A 2012-08-20 2012-08-20 Management system and management method for enterprise information Pending CN102831505A (en)

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