"Case study" real estate Group BI project construction plan

I. Background of project construction

Through continuous promotion, ERP system, OA system, financial software system have fully played out the functions of each system, optimize the company's business process, but with the company's business is growing, the internal management requirements are more and more high, in the application of the above system exposed some problems.

From a macro point of view, these problems are mainly divided into the following aspects:

1. The above business system has information silos, how to integrate and analyze these information, maximize the value of data, no solution

2. After several years of operation, the business system precipitated a large amount of information. However, when managers need decision information, the business system can not directly provide relevant decision support information, thus forming a situation: the grass-roots workers think that a system is very useful, middle and senior managers think that the system has no application value, long-term non-use of the system. How to tap the value of data potential application, provide managers with effective decision support, and gradually put in front of the management staff

3. Although the business system can provide many reports, managers still need more reports and always assume that the reports provided by the business system do not meet the requirements. After all, the market is unpredictable, different time points of analysis will inevitably be different, also need a different report. How to meet the frequently changing reporting requirements

4. Some critical business system reports slow, how to improve report presentation speed

5. Basic information is imperfect, but at the same time, imperfect points know not comprehensive, there is no perfect treatment method, processing mechanism to deal with

Judging from the specific functions of the business system, the existing business system is difficult to solve the following problems effectively:

• 1. At present, all of the company's systems are only simple report function (basically all just excel processing), but no professional reporting tools.

• 2, enterprises at all levels of management can not and can not be through the ERP or business management software system control and management of enterprises, can not timely, correct, complete access to key business information and for key business information analysis and research, and then optimize and control the enterprise.

• 3, can not accurately understand the various types of business data changes and changes in the degree of impact, such as when a factor changes the cost of the entire company and how the profit changes.

• 4, the impact of profit or cost changes in many factors, can not be analyzed to identify which are the key factors, resulting in the inability to take effective measures to expand and create profits.

• 5, although there is accurate inventory data, but it is difficult to determine the relationship between inventory and sales, planning.

• 6, ERP, financial and other business systems have accumulated a large number of business data, but these data in addition to query, tracking is basically dormant state, can not be effectively used, it is difficult to analyze and report these data, managers still difficult to get the necessary decision-making information.

• 7, ERP, financial and other business systems are online business processing systems, rather than on-line analysis system. They are heavily in process management, and business processes operate in a cured mode, but there is no way to know how to optimize to improve efficiency.

• 8, unable to achieve the company's sales operations data timely, effective, convenient monitoring, comparison, analysis and early warning, forecasting, to achieve the monitoring of key business information, and unified and integrated with the existing business system software data for the company leadership decision-making to provide accurate, timely and effective data knowledge.

Ii. Scope of Project construction

In the BI implementation project, according to the requirements, the company's structural framework is divided into three layers: the strategic level, the operation layer, the Operation layer. The project implementation period from the bottom to the upper level gradually, in the first phase focused on solving the operational layer, operational layer reporting requirements, taking into account the strategic layer.

650) this.width=650; "src=" http://img.blog.csdn.net/20160128093842123 "alt=" here write a picture describing "title=" "style=" border:none; "/ >

Iii. construction of the overall objective

The construction of the business intelligence platform must be consistent with the company's development strategy, and it is one of the prerequisites for the successful deployment of the enterprise business intelligence platform around the enterprise development strategy.

The deployment of enterprise business intelligence platform, the real value of enterprise business intelligence, to provide a sound support enterprise decision-making information, is a complex system engineering, not overnight, need to be implemented in stages. In the construction of enterprise business intelligence, from the initial enterprise strategy and target blueprint to the final embodiment of satisfactory results, it is a process of repeated practice, and also a process of sustainable optimization.

According to the above bi characteristics and combined with the actual situation of our company, specially formulated "one platform, two unified, three tiers" unique construction deployment plan:

• A platform refers to the use of soft finebi business intelligence products, to build a unified business intelligence analysis platform.

• Two unity is to ensure that the whole system in the process of establishing a unified base of data sources, unified analysis of reporting standards.

• Three levels are divided into three levels to achieve the construction goals, planning and implementation of enterprise business intelligence Platform:

• The first level: mainly refers to the basic business level, the collection of the current business unit reports, to solve the current situation of the non-reporting system, the end of a large number of hand-made reports, the business staff from the mud of the report data released. And on this basis, provide data for business people to analyze.

• Second level: Refers to department level report, on the basis of the first level, summarizes, realizes the analysis of the Department report data, through to the inventory data, the sales data, the financial data and so on analysis, provides to the Department management personnel, for the department meeting analysis, proposes the early warning, displays the business growth point and so on characteristic.

• Third level: Refers to the company level report, after the corresponding basic report customization is completed, according to the company's operation Strategy, the company's business direction, to develop a model, to provide the company for reference decision-making report.

Iv. Project Construction Module 1, Financial topics:

650) this.width=650; "src=" http://img.blog.csdn.net/20160128093901936 "alt=" here write a picture describing "title=" "style=" border:none; "/ >

2, operating indicators

650) this.width=650; "src=" http://img.blog.csdn.net/20160128093917842 "alt=" here write a picture describing "title=" "style=" border:none; "/ >

3. Sales Theme

650) this.width=650; "src=" http://img.blog.csdn.net/20160128093939311 "alt=" here write a picture describing "title=" "style=" border:none; "/ >

4. Comprehensive analysis and forecast

To the enterprise's value-added rate, the main business income, profit, cash flow, project overview, the use of funds, sales completion rate and other analysis elements, with a balanced scorecard or leadership cockpit and other rich chart interactive form presented to the enterprise managers, so that their real-time understanding of the company's operations.

5. Human Resources Theme

Sail Soft Finebi application, can better help enterprises to carry out human resources analysis, quantitative analysis of talent in the investment output, contribution, key indicators, help enterprises to understand the current state of human capital.

The challenge for HR managers is that it is difficult to quantify how investing in talent can lead to specific business outcomes. Human resources planning and analysis can help HR leaders to make the right decisions on the basis of facts based on the investment of human resources.

650) this.width=650; "src=" http://img.blog.csdn.net/20160128093952319 "alt=" here write a picture describing "title=" "style=" border:none; "/ >

6. Project Theme

650) this.width=650; "src=" http://img.blog.csdn.net/20160128094009631 "alt=" here write a picture describing "title=" "style=" border:none; "/ >

"Case study" real estate Group BI project construction plan