Project management system for builders, owners and investors

• Annual investment plan management is difficult
  he preparation of the annual investment plan should be reported and issued between the group and the secondary unit, and the process is lengthy and consumes a lot of manpower and material resources. Adjusting the annual investment plan is time-consuming and laborious; Fill in the original and primary levels of completion.

• Project approval is difficult
  ow to straighten out the process and speed up the approval of projects? How should the money be spent? Where is the flower? How to evaluate the importance and priority of the project? How to establish and continuously optimize investment measurement models.

• 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 investment control is difficult
  How to connect the whole process of data from estimates, estimates, budgets, contracts, payments, settlements to final accounts, how to control project changes and visas, how to achieve hierarchical and effective control, and how to accumulate project cost data?

• Project acceptance and post-evaluation are difficult
  How to effectively accumulate data and materials in the construction process? How to achieve data-backed post-project evaluation and compliance department audits?

• It is difficult to submit various investment statements to the higher authorities
  In order to cope with the report submission requirements of various calibers of the higher authorities, the group needs to request data from various secondary units, which is a time-consuming and laborious process.

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

• The project promotion efficiency is low
  Internally, it is necessary to connect with the functional departments of the enterprise (such as development planning department, procurement department, finance department, use department, etc.), and externally it is necessary to manage subcontractors (designer, supervisor, construction party, equipment and material supplier), and the project promotion efficiency is low.

• 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.

• 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.

• The efficiency of annual investment plans and project approval has been increased by 40%
  Huainan Mining Group, Yitai Group, Xishan Coal and Power Group and other customers, groups, subsidiaries, and secondary units on the preparation, approval and issuance of annual investment plans have changed from offline to online efficient collaboration, and the project has increased by 40%.

• The efficiency of project compliance audit and post-project evaluation has increased by 60%
  Customers such as Huainan Mining Group, Yitai Group, Xishan Coal and Power Group, and Zhongtong Group have realized the digital management of the whole process and all elements of the investment project, and the efficiency of the financial audit department's compliance audit and post-project evaluation of the project has increased by 60%

• Plan achievement rate increased by 10%
  Customers such as Vanke Group, Zhongtong Group, Fuyao Glass Group, and Huawei Infrastructure have significantly shortened the project period through planning and schedule control, as well as multi-level and multi-layer planning coordination. The project plan completion rate has increased from 70% to 85%, an increase of 15%.

• Cost reduction of 5%
  Baosheng Group, SUMEC Group, JD Five-Star Group, Haida Group, CP Group and other customers effectively control project costs through estimation, budget estimate, budget management, contracts, change visas, and settlement management. The cost of a single project has been reduced by more than 5%.

• The quality and safety management level has increased by 15%
  Customers such as JD Five-Star Group, Ping An Bank, Haida Group, and Zhongtong Group have reduced safety accidents and improved on-site management capabilities through quality and safety inspections and rectification of non-conformities on the APP side, and the quality and safety management level has increased by 15%.

• Increase collaboration efficiency by 15%
  Customers such as Huainan Mining Group, Yitai Group, and Xishan Coal and Power Group have realized the whole process, all elements, all participants, and all scenarios from investment planning, project approval, design, procurement, construction and handover, and the overall collaboration efficiency has been improved by 15%.

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).

• Annual investment plan
  Strategic planning, annual goals, annual plan preparation guidelines, annual plan preparation, annual plan preparation, reporting, summary, balance and issuance, annual investment plan adjustment, actual completion of investment statements, output statements to the SASAC.

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

• Project creation and project creation
  Project proposal, feasibility study report, preliminary design, project evaluation decision, triple and one review, project creation, project information adjustment.

• 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.

• 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.

• Transferred to fixed asset management
  Fixed asset inventory preparation and adjustment, asset evaluation, asset registration and notification, and integration with the fixed asset management system.

• 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 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 cost worksheet template, project cost account and project cost worksheet definition, project estimate, budget 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.

• 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 special Kanban, project approval quotation, design, procurement, construction, acceptance, problem and risk special 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.

• Responsible for leadership

• Strategic Planning Division

• Investment Planning Division

• Engineering Management Department

• Design Management Department,Design Institute

• Purchasing department or bidding company

• Infrastructure Department

• Equipment Management Office

• Contract Legal Office

• Financial Audit Office

• Quality and Safety Department

• General Archives

• Secondary units

• Project company

• Design unit

• Supervision unit

• General contractor

• Subcontractors

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