Project management process

1. Project Management Process

Network System Integration projects generally have high technical requirements, complex implementation environments, and short project implementation time. To ensure that the project implementation scope, time, cost, and quality meet the project's objectives, this document is written to standardize the project management of the company's network system integration project. $ A + T (X7 h) Y5 I
This document is the main management basis for the project implementation of the company's network system integration project. It aims to streamline, standardize, and standardize the project implementation of the company's network system integration project, in this way, the company's engineering implementation management level and technical level can be improved internally, the company's standardized and standardized image can be established externally, and the company's competitiveness in the industry can be improved.
This document describes the project implementation management from the following aspects: initial stage, planning stage, implementation stage, acceptance stage, and final stage.

Ii. Initial Phase 1. Time definition & D; O; B8 P6 /! B * I) K & {'K
From the project appearance to the appearance of the user demand table, it is defined as the initial stage of the project.
2. Participants
Sales Representative, sales manager & P5 D "[;~ '}
3. process 5 T2 V3 E5 E. H7 N + [
There may be many situations when a project appears, but in either case, the Sales Representative needs to first switch to the project. The sales representative should contact the customer to understand the customer's views and requirements on the project, fill in the customer visit form on this basis, and gradually improve the customer visit during multiple visits. After confirming the project status and size, the sales representative will prepare a summary table of the customer status, report the summary to the sales manager, and hold a project preparation meeting, the subject content of the meeting is to assess the importance of the project. Note the need to make meeting minutes. After fully measuring the company's capabilities and importance of the project, decide whether to invest in the project, if the project size is not enough to meet the company's spending on the project, or the company's construction strength is not enough to meet the project's requirements, or there is no other work und, the project is terminated. If the project can be implemented, the sales representative will create a project demand table and confirm it with the sales manager.
The documents involved are saved and kept by the sales representative. 5 q-L4] + F7 Z
4. Documents to be displayed
Customer visiting record, customer summary table, project preparation meeting minutes, project requirement table 3, planning phase 1, time definition 6 r-D0 y 'g5 d9y, i4 o $ G-j9 x
From the completion of the project demand table to the completion of the contract, it is defined as the planning phase of the project. 8 @. S v "F' g
2. Participants
Sales Representative, sales manager, Technical Manager, designated presales Technical Support Engineer 7 D8 C1 '1 V' E & E, T )~
3. process; Q1 P % M7 [4 B2 Q
After the project demand form is completed, it is signed by the Sales Manager and confirmed by the Technical Manager. Then, the Technical Manager is handed over to the designated pre-sales technical support engineer. The engineer will prepare the technical scheme according to the requirements of the demand form, if you have unclear requirements, you can communicate with the customer through the sales representative, the technical solution includes customer requirement analysis, technical selection demonstration, technical solution demonstration, solution features, solution application, system configuration, and product introduction. After the technical solution is completed, the engineer submits the ticket to the Technical Manager for confirmation. At the same time, the Sales Representative began to prepare business solutions, and the Sales Representative communicated with the customer on his own, the business plan includes the COMPANY Introduction, classic cases, after-sales service commitment, training terms, system configuration quotation, and special commitment. After the commercial solution is completed, the sales representative should sign the solution by the Sales Manager. After the two schemes are completed, the sales representative will summarize them, form a unified system proposal, and make the binding and send it to the customer.
If the project requires public bidding, it will go through the bidding procedure and decide whether to sign the contract and enter the implementation stage.
If the project does not need to go through the public bidding stage, the customer will review the system proposal after the system proposal is sent to the customer, sign the contract after passing the qualification, and enter the implementation stage, otherwise, the bidding documents will be created again. Iv. Construction Phase 1. Time definition/@. C-L3 h # H + A3 t
From contract signing to test report signing, this period is called the construction phase.
2. Participants
Sales representatives, sales managers, project managers, technical managers, and construction engineers
, Process 1 Q) W; z d! @ (
The project implementation phase is the key phase of the entire project implementation. At this stage, users are encouraged to participate in project implementation.
The degree of user participation during project implementation is also an important factor in project success or failure. Therefore, during the project implementation process, we actively encourage users to participate in the project from beginning to end and hope that such participation will be top-down. User participation is of great significance to project implementation:
User participation in the development of the implementation plan is really feasible, because only the user knows their current environment and various constraints. "@ 7 H + K2 D6 i7 @[
Only with the participation of users can the project implementation preparations be implemented .; P + F3 v. M) f) ^ 5 A-U $'
The user's participation and cooperation can make the project implementation more efficient.
Only when you participate in the project from beginning to end can you ensure the effective handover after the project is completed and improve the efficiency and quality of after-sales services .! {$ R % N2 T & R-G. G. P2 R

1) construction preparation phase #[8 F $ D R7 ~! J
After the contract is signed, the construction phase of the project officially starts. First, determine the members of the relevant leading project team. 9 L; U & T + N7? (Y1 B # K) O
The composition of the project team is as follows:
Project implementation personnel are divided into project manager, Project Technical Director, Project Sales Representative, Quality Monitoring Team, project implementation team, equipment and materials group, and document management group according to their responsibilities, under the unified leadership of the Project Manager, each team completes the implementation of the entire project. The settings of each group can be increased, decreased, or merged by the Project Manager based on the characteristics of the project.
Project Manager: the project manager is appointed by the company's specific person in charge or senior leadership. The project manager is fully responsible for the organization, coordination, and management of the project implementation stage, including formulating the overall project implementation plan and implementation plan for each sub-project; allocating the tasks and personnel of each group in the project; controlling and inspecting the project implementation progress; coordinates with the project technical director to control the quality of project implementation, coordinates the work of various engineering teams in the project, and develops user training plans; coordinates and communicates with users; organizes the acceptance of the Arrangement phase and the overall project.
Project Technical Director: Appointed by the project manager, who is mainly responsible for formulating the overall technical implementation scheme, technical maintenance manual, acceptance plan, and training manual of the project; solving technical and equipment problems in the project implementation; ensure and control the quality in project implementation; be responsible for the content and quality of various engineering documents; be responsible for technical demonstration and testing of the scheme as needed .. [* {3 C "J) M0 N) | 6 K
Project Sales Representative: assists the project manager in communicating and coordinating various stages of the implementation process and users .) D2 S + J "}) C: J8 Q. E

Project implementation team: under the leadership of the project manager and the Project Technical Director, responsible for the specific implementation of the project, mainly including unpacking acceptance after the arrival of the equipment; the preparation of implementation plans for the project's sub-items; install, debug, and configure the network system under the guidance of the implementation scheme; Submit the project implementation progress report; provide on-site installation training for users; and carry out inspection for specific acceptance; collect feedback from users.
Quality Monitoring Team: monitors the quality management during the project process, supervises and rectifies the discovered quality hazards, regularly reports work monitoring reports to the Project Manager, points out problems, and proposes solutions.
Equipment Material team: responsible for ordering and transportation of equipment, cooperating with acceptance of equipment arrival, replacing faulty equipment, and purchasing auxiliary engineering materials. 6 Y8/* C! A8 g u

Document management team: responsible for organizing various documents of the project, collecting project reports of various implementation teams, distributing various notifications and documents during the implementation process, and backing up and securing engineering documents; responsible for project document quality.
After the project organizational structure is determined, a project organizational structure table is generated. The Project Manager, the project owner of the company, or the senior leadership of the company, calls the project implementation Coordination Meeting. The content of the meeting is as follows: Determine and notify the project organizational structure, clarify the tasks, responsibilities, and related rights of the members of the project team. The project sales department will introduce the project background, customer project organization structure, and other content. The pre-sales support engineers will introduce the project technical solution and related technical background. Relevant meetings form formal project implementation meeting Meeting Minutes and forward them to the project team members and other relevant personnel of the company. So far, the project implementation and project team work have officially started. "L/u-s-Z + Q3 R5 [
After clarifying the division of labor for each position, start the preliminary document design of the project. & Amp; x + _ 5 x-P0 H, J1

The Project Manager starts to prepare the overall project progress plan. The project overall plan is to be convened by the Project Manager, including user representatives, project technical directors, project implementation teams, and project customer representatives to hold project plan coordination meetings to formulate the overall project plan in line with the actual conditions of the project, including project preparation, project implementation, engineering training, project acceptance and other stages. The project general plan recognized by the parties will be issued to the customer and relevant personnel of the project team as a project meeting document. In the future, the project will be implemented in accordance with the overall plan. Prior to project implementation and installation, users should participate in the formulation of detailed implementation plans and standardized implementation processes, which is very important to ensure the quality and progress of the project and reduce the risk of project implementation. The plan should be detailed and specific, and each task should be implemented to people. The implementation process is simple, scientific, and operable.
The Project Manager starts the project reporting system and prepares the project progress daily report and project progress weekly report. After the two reports are completed, they must be handed over to all the members of the project team, and the document management team should keep files for record filing. 7 l8 z5 U # s "O K1/'x8 P, H-F2 B
The project implementation team owner should prepare a detailed design scheme group based on the pre-sales technical scheme. The detailed design scheme group will include the following parts: project implementation process (the implementation process is based on the pre-sales design scheme, it is a guide to project implementation. The content should include: Network overall design introduction, implementation goal, implementation principle, main equipment (modules) used in the project) description, network-related parameter definitions and rules, and configuration and comments of Main devices .) Detailed project implementation manual (the detailed implementation manual is based on the pre-sales design plan and test conclusion, and is the specific implementation manual for project implementation. The content should include: Network overall design introduction, implementation goal, configuration process introduction, configuration software and function introduction, detailed parameter configuration and comments .) Project Training Manual (the Training Manual provides two trainings to the customer before and after the project implementation, the main content includes the COMPANY Introduction and Project Overview, project implementation organization and management, technical overview, and equipment introduction.) The draft project acceptance plan (the draft acceptance plan is prepared for future acceptance work, it constantly communicates with users during the construction process and is gradually improved. It includes the project objectives, acceptance procedures, acceptance standards, site preparation, and acceptance reports) engineering Maintenance Manual (maintenance manual is the basis for daily maintenance after the project is implemented. The content should include: introduction of engineering equipment, methods, tools and means used by users to maintain the system; routine inspection, backup, upgrade, and recovery of network systems; fault Diagnosis and troubleshooting methods .).
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The Quality Monitoring Team should formulate the project construction quality outline and begin to monitor the project quality.
The device materials team should confirm the System Configuration list and quotation with the relevant manufacturer/supplier and start to work with the company's sourcing personnel to procure the required equipment and tools for the project. R3 E/F. N. R-|-W
The document management team should decide what documents are needed and how documents are transferred and stored based on the specific project conditions. 4 H 9 m2 a "F/R: F: r'n5 t
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(2). Test phase (Scheme Demonstration and test). c r/}) @ # X8 T & R (y # B $ K
In order to avoid technical risks of project implementation, the project implementation scheme should be demonstrated. The project manager is responsible for coordination and management of the process. The project technical director is responsible for the specific implementation of the technical aspects, and several of the pre-sales and implementation teams participate in the test.
Demonstration and testing should be conducted in strict accordance with the design scheme, engineering objectives and user requirements. The test plan and expected results should be written before the test, which should cover various technical possibilities and various possible situations in the real user environment, test reports should be written by day or by test item. Test reports should include test objectives, test operations or configurations, and test results. The test conclusions should compare the advantages and disadvantages of various technologies and suggest the optimal solution to the various situations in the real user environment .. B & '(C8 x/u & L $ ~ /V
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(3) Implementation Phase 2 ~ 2 h # K-H; E0 _ 4 G2 P
Prepare the installation environment
Before construction, the project team implements the installation environment and other preparations of the user's equipment through formal written form (installation environment requirement form), and clearly puts forward the installation requirements of the equipment for the environment. During the project implementation preparation period, the project implementation team should actively communicate with users to help customers solve problems and urge customers to prepare the installation environment as required .; | 6 I! O2 F; S6 Q
Assist the customer to inspect the installation environment before implementation of the project, and submit written rectification suggestions for non-conforming parts to the customer. For conditions that the user does not yet meet, the construction can be performed only after the user and the Project Manager consent is obtained.
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Device Inspection
After the device arrives at the user's site, the project manager arranges the device for inspection. The participants are mainly composed of the user's owner and project team engineers. Work content includes: Check the quantity, check the outer packing, check the appearance of the device out of the box, installation module, power-on test, fill in the inspection report and sign, post the device label and so on.
Prior to inspection, engineers should prepare the inspection report for this project according to the xxx network device inspection report, and fill in relevant information in strict accordance with the inspection report during the inspection process. Detailed records should be recorded for shortage and damage, report to the project manager and the head of the equipment materials team, and send the device to the company in time.
The device information is recorded strictly according to the content on the device Label Paper of our company and posted on the device provided by our company. 4 ^ # H; L, U/C (
In the case that the inspection site is not on the user's installation site, you should negotiate with the user to arrange the storage of the equipment, and cooperate with the device material group to complete the transportation of the equipment. $ E8 @ 1g p! T8 Q/K
Device Installation and debugging
Install and debug the equipment according to the plan, procedures, and implementation plan. Note:
Strictly abide by the reporting system. During the project implementation period, the implementation team should communicate with the technical director and the Project Manager once a day to report the project implementation and report any problems in a timely manner.
During project implementation, the project implementation environment and equipment handling and installation environment should be carefully investigated, and personal safety and equipment safety should be paid attention.
Actively Back Up Device Configuration and engineering documents. 9 [* E/[(U0 [2 U (O0 |
The project implementation team submits daily reports to the project manager and Technical Director. The Project Manager forwards the information to all members of the project team.
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Revision of engineering documents
The project technical director is responsible for organizing personnel to revise the project documents to ensure that the content of the project documents is comprehensive and accurate, so that the project documents are consistent with the actual implementation of the project.
Project Acceptance 0} 1]. B1 T6 {# m
According to the project acceptance criteria that have been discussed and confirmed with the user, the project indicators should be accepted. If any of the indicators does not comply with the standards, the project should be transformed. If all indicators comply with the standards, the project is deemed to have passed the acceptance, form the Project Acceptance Report (the acceptance report includes: Acceptance time, site, acceptance personnel, acceptance criteria, acceptance status, signatures of both parties, etc.), and submit it to the user for signature. At this time, it is deemed that the construction phase is over.
Applicable documents
Project organization architecture table, project implementation meeting minutes, overall project progress plan, Project Progress Daily Report and project progress weekly report, project implementation process, project detailed implementation manual, project training manual, and project acceptance plan project maintenance manual, Project Construction Quality outline, installation environment requirement table, Network Equipment Acceptance Report, project acceptance report v. End Stage 1, time 9 u8 x $ T (_ 5 m + O * s -}; Q
The completion phase of the project starts from the signing of the Acceptance Report to the approval of the Completion Report by the user and ends with the final signature. 6 C: V! X7 z h. W8 D4'
2. Participants
Sales Representative, sales manager, Project Manager, Technical Director, company leader % W. v * {& S7 N5 Q
3. Process # C // * m '? -H4 Q/B + F
After the implementation team completes the construction work, the project manager should sign the Completion Report with the customer (the completion report is a sign of the completion of the project construction, which should include: project Overview, participants, main construction processes, and acceptance reports ). At the same time, the implementation team completed the written project implementation Summary Report (the report includes brief introduction to the implementation process, cooperation between all parties, major issues left over, and engineering implementation suggestions ), submit to the project manager. : U6 D0 N $ _ 'a # w6 P (Q T3 o
After the entire project construction is completed, the document management team should organize all the project documents in a timely manner. All the construction documents shall be submitted to the project manager before the completion report is signed. The Project Manager collects the documents and submits them to the customer for confirmation, copy all documents in one copy and keep them in the company's archive. The project ends .; I4 P1 G3 T3 R, O. ', Q7 Z
During the trial run phase, the project implementation team assists the company's service department in maintaining the customer's services. (O (] 0 A2 [/n f/u: j7 s
4. documents that should appear! R) N "K5 R, G: {/n
Completion Report, project implementation Summary Report, completion data VI. Control Phase 1. Time definition'm! K % T +}: O
The time of the control phase is the same as that of the implementation phase, which runs through the entire implementation phase.
2. Participants + H4 ~. Z & R; I) K # ^/Q
All members of the project team, company leaders 5 I $ K8 K; k-G3 C-^
3. Process 8 d: A $ A4 W0 A2 [$? + |
(1) project scope control 0 W4 B + ~ 0 k (H2 A2 I
The implementation scope of the project will follow the principle of "not many", that is, only the work content described in the "sow" attached to the contract will be completed, do not complete any work that exceeds the content described in the sow. If there is no sow in the contract, when the construction phase has not officially started, communicate with the customer on the construction scope in order to reach an understanding. Pay attention to the following points during the implementation of the project:
In principle, it is only responsible for installation and commissioning of the equipment ordered in the contract. 5 ~ @/R K8 y K6] 3G % P: ^
If the project requires commissioning of equipment not ordered in this contract, the customer shall coordinate with other relevant companies or personnel.
In the scope of work, if there are differences with the customer, actively negotiate with the customer to solve the problem, clarify the responsibilities of all parties, and ultimately make the customer satisfied. If there is any change, a change form will be generated and signed by the representatives of both parties. 8 F2 Z9 H0 R % s )@:? #?
(2) Project implementation quality control 6 W + D8 I9 J! K .'
The quality control of project implementation should be carried out throughout the project implementation, from the project implementation preparation stage to the project completion stage. The core of project management is project quality management. In order to make the project smooth, the project implementation should be comprehensively managed. This kind of management is a quality-oriented management approach based on full participation, aiming to achieve long-term success for user satisfaction and self-benefit.
With reference to the quality management outline, the project technical director is responsible for engineering and technical quality and solves technical problems arising during the project implementation process in a timely manner. The project implementation team should carry out the project implementation work in strict accordance with the implementation plan confirmed by the user. The main measures should be as follows:
Construction without plans or engineering documents is strictly prohibited.
Follow the plan and project documents. 3 U & _ 5 y # G. S1 M # Y
Timely revision, timely inspection, timely feedback, and reporting.
In the event of any inconsistency with the pre-agreed quality outline, a change form should be generated and confirmed by the user. 'K; I * o8 h # D; V/_) Z (L $ y
(3) Project implementation time control! A' ^ $ N7 y $ H1 Q! C
Project implementation time management is also an important aspect of project management. The project is implemented in strict accordance with the work schedule specified in the project implementation plan to ensure that all installation, commissioning and system integration work required by the contract is completed within the specified time.
The project manager is responsible for controlling the progress of the project. Before the project starts, the Project Manager, other members of the project team, and users negotiate with each other to develop the overall project plan to control the overall progress of the project. During the project implementation period, the implementation team strictly follows the detailed plan of the project implementation phase. Note the following: 9 S4 E. l8 J0 U6 _
Formulate a feasible overall project plan and arrange the work in various stages in strict accordance with the overall plan. 4 L. f) F4 L3 N-/# R-L #{
In the project implementation phase, the construction is strictly planned in accordance with the detailed plan of the project implementation phase .; W (} (c) S2 N2 z0 z6 _ 2 @
If the plan needs to be changed, the reasons should be stated in writing, a change form should be generated, and the customer's consent and approval should be obtained. % D2 u7 L: t/y, W v "} 6?
(4) control of project implementers (8x9 ~ 8 d; P9 B "h; |
Personnel are the basic guarantee for the smooth implementation of the project, and should ensure the stability and integrity of personnel as much as possible during the project implementation phase. Do not change the personnel structure unless necessary.
The personnel structure shall be subject to the personnel organizational structure formulated at the beginning of the project implementation. during the construction phase, each person shall contact the Customer's corresponding personnel and try their best to maintain a good relationship, to create an atmosphere of mutual cooperation.
If personnel changes are required, the project manager shall notify the customer to obtain the customer's understanding and generate a change form based on the change form, which is signed and confirmed by both parties.
Documents to be generated
Change ticket