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Business background

 Vehicle and component research and development is a complex system engineering. From conceptual design to product design, engineering design and manufacturing, project deliverables throughout the R&D process include a large number of data and unstructured knowledge documents. If the knowledge base can be automatically archived and deposited, formed, and effectively utilized, it can support the R&D process of subsequent new projects and modification projects, facilitate R&D engineers to learn from, and improve R&D output and efficiency.

Complete vehicle and component development follows some standard development processes, such as IPD、 GVDP、 PEP、 Lean development process Etc., need to decompose and send multi-level tasks according to the template; At the same time, the progress information needs real-time feedback, which is convenient for real-time tracking and control of the project progress. If the project work can be automated and promoted in a process, it can greatly improve the project efficiency and reduce the project risk.

R&d management business challenges
Project planning management
The project plan has no baseline, the plan is inaccurate, and there is no hierarchical management, and the plans in various fields are not decomposed
Project contract management
No online contract management, no transfer of responsibility to functional areas, no contractual delivery, no post-project evaluation mechanism
Human resource management
The project management work is insufficient, the resource balance is not carried out among multiple projects, and the resource utilization is not maximized
Experience reuse
Project best practices and project template data have not been precipitated, and it is difficult to reuse similar projects in the future
Problem management
Offline human tracking problems lack systematic tools for full life cycle management
Risk management
The project risk status is not well presented, and it is timely presented to the leader, which is easy for the manager to pay attention to and track
Man-hour management
Collect the working hours data of each specialty in each project, calibrate the specialty baseline data, and use it as the basis for human resource planning
Kanban management
It is difficult for leaders at all levels to obtain data reports in time, lack a visual project monitoring platform, and lack of data support for leadership decision-making.
R&d management solutions
The product is mature and stable with strong adaptability
Years of research and development, compatible with different automotive manufacturers research and development processes, such as IPD, GVDP, PEP, lean development processes, etc
Solution features
Data standardization
Realize the standardization of basic data such as positions, plans and deliverables, and combine different types of standard templates to achieve the standardization of R&D processes
Efficient data reuse
Through the three-layer structure design of basic data, project template and project data, the best practice of the project can be deposited, the data can be reused, and the research and development experience can be inherited
The product is flexible and expansible
Using open source architecture, independent research and development, completely independent intellectual property rights, can adapt to customer personalized needs
Mainstream architecture
Front-end interface display, back-end data interface, front and rear separation, interface can be flexibly adjusted according to enterprise style
Project planning management
Template import
Import project plans through project templates and reuse historical experience
Autonomous addition
Allow project members to add plans autonomously
Autonomous import
Provide import templates for quick import by planners
Project schedule management
Plan comparison
Plan version management to compare the original version with the changed version
Change of plan
An online change process can be initiated for planned adjustments
Status display
Display task status visually with icon status color
Early warning
Set the expected and due notification based on the scheduled completion time of the task, which can be notified by email or third-party instant message
Project milestone
Milestone color
According to the comparison between the planned completion time and the actual completion time, the visual display of red/yellow/green is formed
GA offset days
The scheduled completion time of the milestone is automatically formed based on the GA schedule time and offset days
Approval status
Integrate With TR process in PDM to get approval status of milestones: GO/NoGo/Redirect/Go With Risk
Project team
IPMT
IPMT Director, R&D Committee, Manufacturing Committee...
Heavyweight team
PDT Manager, POP, R&D representative, Manufacturing representative...
Teams by field
Modeling professional, chassis professional, electrical professional...
Project human resources
Manage the human resource investment plan of different departments in different project stages through the maintenance of human resource plan
Project deliverables management
Ordinary delivery
Project members upload delivery files directly on the platform to complete delivery
Process delivery
The delivery is subject to the relevant approval process, and after approval, the delivery is completed
Integrated delivery
Source of delivery information Other systems, delivery actions need to be integrated with heterogeneous systems (e.g. PDM)
Project problem management
The whole life cycle management process of IPD project problem entry, tracking and closing is realized by means of issue ledger and approval process
Project document management
Directory level management
According to the project stage, plan and so on to establish a multi-level directory, easy for users to quickly query
Automatic archiving
Realize automatic archiving of plans, issues, deliverables and other documents
Authority control
Set operation permissions for different levels of directories
Project man-hour management
Project creation
Project creation (can be synchronized by master data system);
Project organization/personnel maintenance;
Project planning (templates can be imported);
Time entry
Select projects and tasks;
Fill in time;
Project organization/submission for review (definable);
Time audit
Review to-do alerts (messages/emails/SMS);
The flowchart shows the approval status;
Support batch audit;
Multidimensional reports
Personal perspective;
Project perspective;
Departmental perspective;
Multidimensional screening;
Man-hour cost
Rate maintenance;
Man-hour cost analysis;
Deep application
Material cost (integrated ERP);
Fixed costs (integrated financial system);
Project performance and report management
Configurational
Provides the custom configuration function
diversity
According to the current mainstream reports, provide pie charts, bar charts, line charts, dashboards and other style charts
Authority control
Generate reports based on different dimensions, such as company, project, department, and individual.
Automotive and parts industry customer cases
業務背景
整車和零部件研發是一個復雜系統工程。從概念設計到產品設計、工程設計和制造，貫穿研發流程的項目交付物包括大量的數據和非結構化知識文檔，如能自動歸檔沉淀、形成知識庫，并有效利用，可以支撐后續新項目、改型項目的研發過程，方便研發工程師借鑒，提升研發產出和效率。
整車和零部件研發遵循一些標準開發流程，如 IPD、 GVDP、 PEP、 精益開發流程 等，需要按模板進行多級任務分解和發送；同時進度信息需要實時反饋，便于對項目進度進行實時跟蹤和管控，項目工作如能自動化，流程化推進，能大大提高項目效率，降低項目風險。
研發管理業務挑戰
項目計劃管理
項目計劃沒有基線，計劃不準，且沒有分層管理，各領域計劃未分解
項目合同管理
無線上合同管理，責任沒有傳遞到各功能領域，沒有契約化交付，無項目后評價機制
人力資源管理
項目群管理工作開展不足，多項目之間沒有進行資源平衡，資源利用沒有最大化
經驗復用
項目最佳實踐及項目模板化數據未能沉淀，后續同類項目復用困難
問題管理
線下人為跟蹤的問題缺少全生命周期管理的系統工具
風險管理
不能很好呈現項目風險狀態，及時呈現給領導，便于管理者關注、跟蹤
工時管理
收集各項目中各專業的工時數據，校準專業基線數據，作為人力資源計劃的依據
看板管理
各級領導難以及時獲取數據報表，缺乏可視化的項目監控平臺，領導決策缺乏數據支撐
研發管理解決方案
解決方案特色
產品成熟穩定、適配性強
多年研發，兼容不同汽車廠商研發流程，如IPD、GVDP、PEP、精益開發流程等
數據標準化
實現崗位、計劃、交付物等基礎數據標準化，組合不同類型的標準模板，實現研發流程的標準化落地
數據高效復用
通過基礎數據-項目模板-項目數據的三層結構設計，沉淀項目最佳實踐、實現數據復用，傳承研發經驗
產品靈活性、擴展性強
使用開源架構，自主研發，完全自主知識產權，能夠適配客戶個性化需求
主流架構
前端界面展示，后端數據接口，前后分離，界面可根據企業風格靈活調整
基于角色的項目工作門戶
1
職能角色
根據角色不同，展現不同的首頁：公司領導、PDT經理、領域代表、普通用戶
2
項目動態
根據各項目進展，實時展現項目動態：項目啟動、里程碑達成等
3
計劃總覽
按照不同的項目類型，展現項目的里程碑狀態：紅/黃/綠
4
風險狀態
首頁實時展現風險等級、責任人及問題狀態，方便公司領導/PDT經理/領域代表跟蹤關注
5
問題狀態
首頁實時展現問題級別、重要程度、緊急程度、責任人，問題狀態，方便跟蹤關注

項目計劃管理

模板導入
通過項目模板導入項目計劃，復用歷史經驗
自主添加
允許項目成員自主完成計劃添加
自主導入
提供導入模板，供計劃制定人員快捷導入
項目進度管理
計劃對比
計劃版本管理，形成初始版本與變更后的版本對比
計劃變更
針對計劃調整，可發起線上變更流程
狀態顯示
以圖標狀態顏色直觀展示任務狀態
預警提示
根據任務計劃完成時間，設置預期、到期提醒，可通過郵件或第三方即時消息通知
項目里程碑
里程碑顏色
根據計劃完成時間與實際完成時間的對比，形成紅/黃/綠等直觀展現
GA偏移天數
基于GA計劃時間和偏移天數，自動形成里程碑的計劃完成時間
審批狀態
與PDM中的TR流程集成，獲取里程碑的審批
項目團隊
IPMT
IPMT主任、研發委員、制造委員…
重量級團隊
PDT經理、POP、研發代表、制造代表…
各領域團隊
造型專業、底盤專業、電氣專業…
項目人力資源
通過人力資源計劃的維護，管理項目中不同部門在不同項目階段的人力資源投入計劃
項目交付物管理
普通交付
項目成員在平臺內直接上傳交付文件，完成交付
流程交付
交付需經過關聯審批流程，通過后，完成交付
集成交付
交付信息來源其他系統，交付動作需通過集成異構系統（如PDM）
項目問題管理
通過問題臺賬的方式，結合審批流程，實現IPD項目問題的錄入、跟蹤、關閉的全生命周期管理過程
項目文檔管理
Directory level management
According to the project stage, plan and so on to establish a multi-level directory, easy for users to quickly query
Automatic archiving
Realize automatic archiving of plans, issues, deliverables and other documents
Authority control
Set operation permissions for different levels of directories
Project man-hour management
Project creation

Project creation (can be synchronized by master data system);

Project organization/personnel maintenance;

Project planning (templates can be imported);

Time entry

Select projects and tasks;

Fill in the working hours;

Submit for review (definable);

Time audit

Review to-do alerts (messages/emails/SMS);

The flow chart shows the approval status;

Support batch audit;

Multidimensional report

Personal perspective;

Project perspective;

Departmental perspective;

Multidimensional screening;

Man-hour cost

Rate maintenance;

Man-hour cost analysis;

Deep application

Material cost (integrated ERP);

Fixed costs (integrated financial system);

Project performance and report management
Configurational
Provides the custom configuration function
diversity
According to the current mainstream reports, provide pie charts, bar charts, line charts, dashboards and other style charts
Authority control
Generate reports based on different dimensions, such as company, project, department, and individual
Automotive and parts industry customer cases