In the EPC industry, that is, the general contracting industry, enterprises in this industry usually provide services from engineering, procurement, and construction. Some enterprises also carry out production assembly and other services in the intermediate stage. [Business background] With the increasing competition in the market, all kinds of excellent design companies and design institutes no longer focus on professional design service capabilities, more companies want to occupy more shares in the whole engineering management industry chain from design to implementation and delivery. Such companies usually contract the design, procurement and construction of the entire project, called the EPC industry. This type of enterprise has the following features: The core competitiveness of Vivo lies in its outstanding professional design capability and first-class design level. The most direct economic benefit of the project is the project package management business. The business operation of an EPC enterprise has the following features: The renewal project consists of multiple parties, with a long cycle and a wide range of regions. Ÿ there are many professional designs, and the design collaboration process is complicated. Ÿ technology-oriented, with knowledge and data accumulation significant Lightning design, procurement, and construction are interlocking and mutually restricted Purchasing a large number of non-standard items It is difficult to implement the installation of the license due to high requirements on Installation compliance. An EPC enterprise operates on a project as a unit. The main line of the entire project lifecycle is as follows: Based on the above industry characteristics and main processes, the main objectives of EPC enterprises to implement ERP systems can be summarized as: to provide an operational technical platform for fine-grained and standardized project management. The details of refinement and standards mainly include: U refined management:
- Dynamic Operation Analysis: business operation plans should be implemented, business execution feedback should be provided, and business trends should be predicted. Enterprise decision makers can obtain real-time and accurate business data.
- Project management: provides more refined control over all stages of the project lifecycle to control costs and capital risks.
U standardization management:
- Business process standardization: Establishes the standardization of main business processes, and uniformly organizes and manages multiple parallel and personalized projects.
- Data Standardization: establishes a unified data structure, increases the degree of data standardization, and increases the degree of data sharing, thus improving the enterprise information transmission efficiency and operational efficiency.
Blueprint Planning] Hand designed a complete set of solutions for the characteristics and business needs of the EPC industry. The overall business blueprint is as follows:
[Key business analysis and solutions] I. Marketing Management Major business difficulties U due to the high flexibility of marketing activities of engineering projects, it is difficult to standardize and manage customer information and sales opportunity information, which makes it difficult to collect and determine the sales opportunity status, it is not conducive to the management to grasp the sales situation; U senior designers have rich experience in bidding scheme design. However, these experiences are only stored in the personal brain and are not shared. It is difficult to disseminate successful experiences, affects the overall bidding efficiency; U The various information data of the bidding price is managed independently, and it is difficult to quickly obtain the latest price, rate and historical reference data, which greatly affects the work efficiency of the bidding price. At the same time, the quotation risk is difficult to control due to the lack of effective comparative analysis. Solution U establishes business specifications for customer information collection and sales opportunity collection, establishes market information databases for organizations, personnel, and sales opportunities, and summarizes them layer by layer based on the sales organization structure for analysis and prediction; U establishes a bidding knowledge base and stores the bidding scheme and quotation data structure in the knowledge base. A structured project property management mechanism is established to facilitate searching for bidding quotation information based on detailed data. 2. Project Plan Management Major business difficulties U epc projects generally have a long cycle, many business links, a large number of deliverables, and a high adjustment frequency. Therefore, the workload of project planning is quite large. U. The planning relationships of various departments are complex. The planned changes of each deliverable in a certain link may cause chain adjustments in other business links. U various design departments and personnel serve multiple projects at the same time, there is a certain project resource conflict, it is difficult to clearly define the human resources plan Solution U sets up the project WBS template according to the project type, and establishes the Project Plan Standard Specification. It also simplifies the workload of planning by integrating with third-party project management office software. U plans and monitors detailed progress based on key deliverables, and tracks project progress based on deliverables U is based on the WBS project plan to prepare the project's human resources and collect the actual working hours. It can understand the workload and resource conflicts in real time, and continuously optimize the enterprise's resource allocation after analysis. Iii. Design Management Major business difficulties U epc enterprises generally have a high degree of professional design, which requires multi-professional collaboration and high requirements for design collaboration, not just the need for simple data collaboration, however, we need to be able to meet the high degree of professional requirements such as drawing collaboration, online collaboration, and engineering collaboration based on the design result format. U has a large number of design documents, many versions, many types, large file sizes, and difficult management. If a centralized electronic document system is set up for management, the requirements for systems and networks will also be high. The number of devices and materials in the U project is generally large, and the devices in each project must be managed separately. The personalization of purchased materials is strong. Similar items may have different attributes in different projects due to different designs. The project procurement list comes from the design results Solution U uses a professional design management system (such as PDM) to manage design plans, design collaboration, and design documents to meet the needs of professional design management and improve design efficiency, strengthen the core technical competitiveness of EPC Enterprises U establishes a unified material basic data system for enterprises to meet the following requirements: The entire company's unified coding system is highly readable Region meets the personalized management needs of project Devices Ÿ select appropriate material granularity and control the number of codes to prevent the system performance and operation efficiency from being affected by the rapid expansion of the number of dynamic codes U establishes an integrated interface between the design management system and the ERP system, connects the Design System and the business system, and achieves rapid conversion of design results. 4. Procurement of engineering materials Major business difficulties U The procurement cycle is difficult to determine due to the strong personalization of procurement materials. It is difficult to calculate the procurement cycle and grasp the delivery progress based on the procurement cycle. U on-site construction and installation have high requirements on the uniformity of material supply, which puts a lot of pressure on the procurement business, how to effectively install and set up analysis and control is a major challenge in the procurement solution. Solution U establishes the procurement plan Interface Based on the procurement cycle, design material list and project work plan to facilitate procurement plan adjustment and order issuance U manages key procurement materials as project deliverables, tracks and controls the delivery progress of these engineering materials based on deliverables, and defines the progress control points for each deliverable, for example, equipment manufacturing, transportation, inspection, and trial run are used to collect progress data for these control points, so as to grasp the Detailed delivery status of each material. U provides the material conformity analysis report, and displays the conformity of material procurement according to project work tasks V. Project Financial Management Solution U establishes a project financial breakdown structure (FBS) based on the financial accounting analysis needs, and uses this structure as the basis for budgeting, cost collection, and revenue confirmation. U collects project costs through various business modules (inventory, procurement, payable, and working hours) and obtains project cost information in real time for dynamic budget control and analysis U calculates the material cost by project as a unit, and is priced separately by project, so as to avoid the failure to accurately assess each item based on actual cost due to large price fluctuations Vi. Global Operation Analysis and Prediction Solution:Collect and summarize business data by project, and analyze the cost, income, profit, and sales forecasts based on different dimensions. Huang Yu |