EPC project management system of engineering companies

• Lack of professionals and backward management methods
  There is a lack of effective management of project progress, cost, quality and safety, changes, etc., and the progress, cost and quality of the project cannot be seen, controlled, or retained.

• Lack of professional management tools
  The IT systems of existing enterprises such as OA, ERP, and procurement systems are not professional project management systems, and the project management process is dependent on the existing OA, ERP and other systems, which is not professional enough and difficult to summarize data statistics.

• The project promotion efficiency is low
  The project needs to connect with the functional departments of the enterprise internally (such as the design department, procurement department, cost department, etc.), and the external subcontractors (designer, supervisor, construction, equipment and material supplier) need to be well managed, and the project promotion efficiency is low.

• It is difficult to control the project schedule
  The management of various functions is segmented, the transmission and circulation of project data and information are not timely, the planning, execution and control system of the key milestone plan, the general control plan and each special plan of the project has not been established, and the project progress control is difficult.

• Project cost control is difficult
  How to connect the whole process of data from bidding budget, input contract, project budget, project contract, collection, payment, settlement to final account, how to control project changes and visas, how to achieve hierarchical and effective control, and how to accumulate project cost data?

• Lack of data tandem pull-through and integration
  It is urgent to take the project as the main line, and the project data and information scattered in various functional departments and IT systems can be flowed, connected and aggregated between various functional departments and IT systems.

• Plan achievement rate increased by 10%
  Chint New Energy, Jiadu Technology, Shiyuan Technology and other customers have established a project planning and schedule control system, effectively shortening the project period. The project plan achievement rate has increased from 70% to 85%, an increase of 15%.

• Cost reduction of 5%
  Jiadu Technology, Chongqing Power Construction, Topstar and other customers have established a project budgeting and cost control system, refined management of project costs, and reduced the cost of a single project by more than 5%.

• The quality and safety management level has increased by 15%
  Jereh Hengri, SUMEC Group, Zhibang Home Furnishing and other customers have effectively improved the management level of the construction site through the quality and safety inspection and rectification of non-conforming items on the APP side, and the quality and safety management level has increased by 15%.

• Increase collaboration efficiency by 15%
  Customers such as Jiadu Technology, Tostar, and Shanghai Electric Digital have realized cross-departmental collaboration in the whole process from project start-up, project execution, and project closure, as well as cross-organizational collaboration with all parties involved in the project, and the overall collaboration efficiency has been increased by 15%.

• Customer satisfaction increased by 35%
  By providing customers with high-quality and efficient project construction services, customer satisfaction is greatly improved. Shanghai Electric Digital Technology, Zhengzhou Digital Intelligence and other enterprises have opened their project management platforms to customers, and customer satisfaction has increased from 50% to 75%.

• Revenue growth of 5%
  Through the digital transformation of project management, the company's core operational capabilities are built and revenue growth is contributed. Jiadu Technology has been building a project management platform since 2015, and its annual turnover has increased by more than 10%.

Data source: PMI (American Project Management Association) on the application effect evaluation index of project management system and the application effect of Jumi Technology's XPM+ platform in typical customers (2012~2023).

• Customer relationship management
  Potential customers, formal customers, invalid customers, customer 360-degree information query, customer visit plan, visit log, praise, complaints, return visits and satisfaction surveys.

• Market development
  Project leads, project opportunities, follow-up records, project leads, opportunities, bidding project evaluation and conversion, sales funnel analysis, strategic sales, sales stages and sales action settings.

• Project investment and financing management
  Investment lead management, investment plan management, project financing plan and financing progress management.

• Project creation
  Project numbering rules, project creation, project information adjustment, and integration with MDM systems

• Project initiation and planning
  Project manager appointment, personnel transfer, project member maintenance, project handover, project kick-off meeting, project cooperation unit, project address book, overall project planning and project sub-planning.

• project pre-stage, approval and construction, compliance procedures management
  The project is approved and submitted for construction in the early stage, the preliminary procedures are handled, and the preliminary data is archived.

• Project design management
  Design special plan, design power of attorney or design contract, upload, download, distribution and reception of design drawings, design review (online viewing and annotation of drawings), design disclosure and design changes.

• Supplier access and evaluation management
  Supplier access invitation, inspection scoring table, access application and supplier database management, daily monitoring, supplier evaluation template, evaluation, activation, blocking and special approval use, docking with enterprise inspection, supplier 360 information query.

• Project bidding and procurement management
  Procurement special plan, contract planning, issuance of bidding documents, Q&A, bidder's quotation, bid evaluation experts, bid opening records, bid determination review, bid winning publicity, bid winning notice, procurement documents, and receipt and return of bid deposits.

• Material code library
  Material classification, material classification signature code, automatic generation of material library (Cartesian product), material library query, material code application, docking with ERP material library, and 100,000 material codes are provided by Polymeter.

• material budget, procurement needs
  Material budget preparation, material budget change, material budget statistics, material change record, material cost control table. Procurement requirements, procurement demand changes.

• Material procurement
  Delivery early warning settings, procurement bidding scoring rules, project procurement control prices, procurement packages, online inquiries, supplier quotations, procurement bidding, framework contracts, purchase orders, material procurement progress tracking, material purchase quantity tracking, order delivery tracking.

• Warehouse management
  Inspection into the warehouse, transfer into the warehouse, collection and delivery, material return, material return, material inventory, waste material treatment, transfer and delivery, on-site material inquiry, company material warehouse.

• Equipment supervision and management
  Equipment supervision quality inspection plan, equipment supervision quality inspection, equipment supervision quality rectification, equipment supervision quality acceptance, equipment supervision quality inspection and evaluation.

• Production management
  Production special plan, acquisition or tracking of the progress of production special plan, coordination of production special plan, monitoring and early warning, adjustment and assessment of production special plan, inventory product management, and issuance product management.

• Shipment management
  Project request information form, special shipping plan, batch logistics information, shipping receipt, and commodity inventory issued.

• Project construction management
  Construction special plan, construction plan, construction organization design, construction preparation, start management, suspension management, resumption of work management, technical disclosure, construction log, construction documents.

• Project commissioning and trial operation management
  Special plan for commissioning and commissioning, commissioning plan, commissioning record, commissioning summary, trial operation plan, trial operation record, trial operation summary, and problem rectification.

• Project completion acceptance management
  Stage acceptance, pre-acceptance, special acceptance, completion acceptance, transfer plan, transfer list, entity handover, and receipt records.

• Project summary and post-evaluation management
  Summary reports of each specialty, project summary report, project summary meeting and conference report. Post-project evaluation records.

• Project handover management
  Handover plan, handover list, entity handover, receipt record.

• Project warranty period, operation and maintenance management
  Operation and maintenance projects, operation and maintenance work orders, fault declarations, maintenance plans, maintenance budget preparation, and issuance of maintenance task books.

• Project closure management
  Project contract settlement, project contract closure, completion final account, project closure checklist, project closure.

• Project planning and schedule control
  Standard task library, plan template, preparation and approval of key milestone plans, general control plans, special plans, multi-level plan linkage, task push, task execution and feedback, progress monitoring and early warning, plan adjustment and progress assessment.

• Functional planning and schedule control
  Standard task library, plan template, preparation and approval of functional plans, task push, task execution and feedback, progress monitoring and early warning, plan adjustment, and progress assessment.

• Project bill of quantities management
  The completion of the project bidding bill of quantities, project contract bill of quantities, and project project list is filled, reviewed, and confirmed, and the output value of the project is summarized and counted.

• Project input contract management
  Input contract entry and review, input contract ledger, contract claim, contract claimed, contract reward and punishment, contract termination, suspension, restart, contract closure checklist template, contract closure, contract completion settlement.

• Project contract collection management
  Collection node ledger, collection list ledger, collection application, invoicing application, pro forma invoice, payment claim, payment inquiry.

• Project contract management
  Contract entry and review, contract ledger, contract change, supplementary agreement, contract claim, contract claim, contract reward and punishment, contract termination, suspension, restart, contract settlement, contract closure checklist, contract closure.

• Project contract payment management
  Contract payment node confirmation, contract bill of quantities filling and confirmation, contract payment node ledger, contract bill of quantities payment ledger, contract payment application, no contract payment application, payment request ledger, invoice receipt.

• Project funding plan management
  Contract payment nodes, bill of quantities and project schedule are bound, project monthly capital plan, company monthly capital plan, project annual capital plan, company annual capital plan, company annual capital plan.

• Project budgeting and cost control
  Project cost account, project expense worksheet template, project expense account, project expense worksheet definition, project budget (target cost) preparation and approval, project actual cost collection, project cost overrun warning.

• Project document management
  Project document catalog and document template, drafting, approval, distribution, reception, borrowing, archiving, query and retrieval, authorization, downloading and version management of project documents, online document co-compilation, project document control list.

• Project quality management
  Quality planning, quality standard library, quality inspection template, quality inspection plan, quality inspection (APP side), rectification of non-conforming items, statistical analysis.

• Project safety, environment, occupational health management
  HSE inspection template, construction start filing, dangerous projects, safety education, safety inspection, hidden danger rectification, machinery and equipment, special operators, emergency, accident report, safety punishment, work ticket, team morning shift meeting, etc.

• Project inspection management
  Project inspection template, project inspection plan, project inspection, project inspection ranking, rectification of quality non-conforming items, rectification of potential safety hazards.

• Project communication management
  Project address book, announcements, news, notices, work contact lists, meeting management, meeting minutes, meeting resolution item tracking, document receipt management, document issuance management.

• Project issues/requirement management of matters to be coordinated
  Propose, solve and close problems (matters to be coordinated), problems (matters to be coordinated), problems (matters to be coordinated) and the transformation of risks, and problems (matters to be coordinated) are precipitated into lessons learned.

• Project risk management
  Risk list template, risk identification, risk monitoring, risk lifting, plan delay, cost overrun, personnel overload, quality and safety risk early warning settings.

• Project change management
  Contact form, change form, visa form, project plan change, project budget change, project deliverable change, project personnel change, project change resume.

• On-site personnel management
  Enterprise resource pool, project resource pool, project resource demand planning, resource request, resource allocation, resource outsourcing demand processing, resource renewal, resource usage record, resource release, resource load analysis, resource performance report, and work handover.

• letter of credit
  Letter of credit received, letter of credit issued, and billed payment ledger.

• Letter of Guarantee Management
  Letter of guarantee inquiry, letter of guarantee issuance, original letter of guarantee information, letter of guarantee cancellation application, letter of guarantee modification, letter of guarantee claimed, letter of guarantee payment application, letter of guarantee fee registration.

• Insurance management
  Project insurance, policy claims, policy payment applications, credit insurance, freight insurance.

• Project phase, status management
  Project stage template, project phase definition, project phase review, project node review, project start, project pause, project restart, project termination.

• Lessons learned
  Horizontal expansion matrix of lessons learned, precipitation and approval of lessons learned, horizontal expansion of lessons learned, query of lessons and lessons library, and intelligent push of lessons learned.

• Project set and portfolio management
  Project sets, portfolio definitions, project prioritization, project project collections, and portfolio data analysis

• Project periodic reports
  Definition of periodic report elements, setting of periodic report templates, and automatic generation, sending, and viewing of periodic reports.

• Project management cockpit
  Global Kanban, multi-project/project group, project portfolio, single project Kanban, project progress, investment, contract, quality, safety, project documentation Kanban, project design, procurement, construction, acceptance, problem and risk Kanban.

• Business component library
  PC business components, APP business components, custom component libraries, project progress management business components, project cost management business components, project quality management business components, project document management business components, etc.

• Business Process Libraries
  Business process mapping, business process release, project delivery visualization, data flow automation, project delivery bottleneck identification.

• Standard specification library
  Classification of standards and specifications (country, industry, enterprise), upload of standards and specifications, query and retrieval of standards and specifications, borrowing of standards and specifications, and invalidation of standards and specifications.

• Historical project database
  Historical project progress, cost, quality, safety, contract, document and other databases, query, retrieval and reuse of historical project data.

• Data template library
  Project role template, project stage template, project plan template, expense account template, drawing document catalog template, project quality inspection template, project safety inspection template, project inspection template, contract template, etc.

• BIM+
  Integrated BIM engine, lightweight browsing of BIM models, and integration with project schedule, cost, and document data

• APP端
  Approval to be to-do, responsibility, message notification and early warning, task push, progress feedback, quality inspection, photography, rectification, safety inspection, photography, rectification, attendance check-in and sign-in of project department and subcontractor personnel, project center and cockpit data viewing.

• Marketing Department

• Design Management Department

• Bidding and Procurement Department

• Cost Contract Department

• Engineering Construction Department, Construction Management Department

• Ministry of Quality, Safety and Environmental Protection

• Project manager

• Design Manager

• Purchasing Manager

• Construction Manager

• Debugging Manager

• Progress Control Engineer

• Cost Control Engineer

• Project Documentation Engineer

• Quality Manager

• Safety Manager

• Special subcontractors

• Equipment and material suppliers

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