R&d project management solutions for the automotive industry

Business background

Vehicle and component research and development is a complex system engineering. From conceptual design to product design, engineering design and manufacturing, project deliverables throughout the R&D process include a large number of data and unstructured knowledge documents. If the knowledge base can be automatically archived and deposited, formed, and effectively utilized, it can support the R&D process of subsequent new projects and modification projects, facilitate R&D engineers to learn from, and improve R&D output and efficiency.

Complete vehicle and component development follows some standard development processes, such as IPD、 GVDP、 PEP、 Lean development process Etc., need to decompose and send multi-level tasks according to the template; At the same time, the progress information needs real-time feedback, which is convenient for real-time tracking and control of the project progress. If the project work can be automated and promoted in a process, it can greatly improve the project efficiency and reduce the project risk.

R&d management business challenges

Project planning management

The project plan has no baseline, the plan is inaccurate, and there is no hierarchical management, and the plans in various fields are not decomposed

Project contract management

No online contract management, no transfer of responsibility to functional areas, no contractual delivery, no post-project evaluation mechanism

Human resource management

The project management work is insufficient, the resource balance is not carried out among multiple projects, and the resource utilization is not maximized

Experience reuse

Project best practices and project template data have not been precipitated, and it is difficult to reuse similar projects in the future

Problem management

Offline human tracking problems lack systematic tools for full life cycle management

Risk management

The project risk status is not well presented, and it is timely presented to the leader, which is easy for the manager to pay attention to and track

Man-hour management

Collect the working hours data of each specialty in each project, calibrate the specialty baseline data, and use it as the basis for human resource planning

Kanban management

It is difficult for leaders at all levels to obtain data reports in time, lack a visual project monitoring platform, and lack of data support for leadership decision-making.

R&d management solutions

The product is mature and stable with strong adaptability

Years of research and development, compatible with different automotive manufacturers research and development processes, such as IPD, GVDP, PEP, lean development processes, etc

Solution features

Data standardization

Realize the standardization of basic data such as positions, plans and deliverables, and combine different types of standard templates to achieve the standardization of R&D processes

Efficient data reuse

Through the three-layer structure design of basic data, project template and project data, the best practice of the project can be deposited, the data can be reused, and the research and development experience can be inherited

The product is flexible and expansible

Using open source architecture, independent research and development, completely independent intellectual property rights, can adapt to customer personalized needs

Mainstream architecture

Front-end interface display, back-end data interface, front and rear separation, interface can be flexibly adjusted according to enterprise style

Project planning management

Template import

Import project plans through project templates and reuse historical experience

Autonomous addition

Allow project members to add plans autonomously

Autonomous import

Provide import templates for quick import by planners

Project schedule management

Plan comparison

Plan version management to compare the original version with the changed version

Change of plan

An online change process can be initiated for planned adjustments

Status display

Display task status visually with icon status color

Early warning

Set the expected and due notification based on the scheduled completion time of the task, which can be notified by email or third-party instant message

Project milestone

Milestone color

According to the comparison between the planned completion time and the actual completion time, the visual display of red/yellow/green is formed

GA offset days

The scheduled completion time of the milestone is automatically formed based on the GA schedule time and offset days

Approval status

Integrate With TR process in PDM to get approval status of milestones: GO/NoGo/Redirect/Go With Risk

Project team

IPMT

IPMT Director, R&D Committee, Manufacturing Committee...

Heavyweight team

PDT Manager, POP, R&D representative, Manufacturing representative...

Teams by field

Modeling professional, chassis professional, electrical professional...

Project human resources

Manage the human resource investment plan of different departments in different project stages through the maintenance of human resource plan

Project deliverables management

Ordinary delivery

Project members upload delivery files directly on the platform to complete delivery

Process delivery

The delivery is subject to the relevant approval process, and after approval, the delivery is completed

Integrated delivery

Source of delivery information Other systems, delivery actions need to be integrated with heterogeneous systems (e.g. PDM)

Project problem management

The whole life cycle management process of IPD project problem entry, tracking and closing is realized by means of issue ledger and approval process

Project document management

Directory level management

According to the project stage, plan and so on to establish a multi-level directory, easy for users to quickly query

Automatic archiving

Realize automatic archiving of plans, issues, deliverables and other documents

Authority control

Set operation permissions for different levels of directories

Project man-hour management

Project creation

Project creation (can be synchronized by master data system);

Project organization/personnel maintenance;

Project planning (templates can be imported);

Time entry

Select projects and tasks;

Fill in time;

Project organization/submission for review (definable);

Time audit

Review to-do alerts (messages/emails/SMS);

The flowchart shows the approval status;

Support batch audit;

Multidimensional reports

Personal perspective;

Project perspective;

Departmental perspective;

Multidimensional screening;

Man-hour cost

Rate maintenance;

Man-hour cost analysis;

Deep application

Material cost (integrated ERP);

Fixed costs (integrated financial system);

Project performance and report management

Configurational

Provides the custom configuration function

diversity

According to the current mainstream reports, provide pie charts, bar charts, line charts, dashboards and other style charts

Authority control

Generate reports based on different dimensions, such as company, project, department, and individual.

Automotive and parts industry customer cases

Learn about process management solutions for the automotive industry ->

业务背景

整车和零部件研发是一个复杂系统工程。从概念设计到产品设计、工程设计和制造，贯穿研发流程的项目交付物包括大量的数据和非结构化知识文档，如能自动归档沉淀、形成知识库，并有效利用，可以支撑后续新项目、改型项目的研发过程，方便研发工程师借鉴，提升研发产出和效率。

整车和零部件研发遵循一些标准开发流程，如 IPD、 GVDP、 PEP、精益开发流程等，需要按模板进行多级任务分解和发送；同时进度信息需要实时反馈，便于对项目进度进行实时跟踪和管控，项目工作如能自动化，流程化推进，能大大提高项目效率，降低项目风险。

研发管理业务挑战

项目计划管理

项目计划没有基线，计划不准，且没有分层管理，各领域计划未分解

项目合同管理

无线上合同管理，责任没有传递到各功能领域，没有契约化交付，无项目后评价机制

人力资源管理

项目群管理工作开展不足，多项目之间没有进行资源平衡，资源利用没有最大化

经验复用

项目最佳实践及项目模板化数据未能沉淀，后续同类项目复用困难

问题管理

线下人为跟踪的问题缺少全生命周期管理的系统工具

风险管理

不能很好呈现项目风险状态，及时呈现给领导，便于管理者关注、跟踪

工时管理

收集各项目中各专业的工时数据，校准专业基线数据，作为人力资源计划的依据

看板管理

各级领导难以及时获取数据报表，缺乏可视化的项目监控平台，领导决策缺乏数据支撑

研发管理解决方案

解决方案特色

产品成熟稳定、适配性强

多年研发，兼容不同汽车厂商研发流程，如IPD、GVDP、PEP、精益开发流程等

数据标准化

实现岗位、计划、交付物等基础数据标准化，组合不同类型的标准模板，实现研发流程的标准化落地

数据高效复用

通过基础数据-项目模板-项目数据的三层结构设计，沉淀项目最佳实践、实现数据复用，传承研发经验

产品灵活性、扩展性强

使用开源架构，自主研发，完全自主知识产权，能够适配客户个性化需求

主流架构

前端界面展示，后端数据接口，前后分离，界面可根据企业风格灵活调整

基于角色的项目工作门户

职能角色

根据角色不同，展现不同的首页：公司领导、PDT经理、领域代表、普通用户

项目动态

根据各项目进展，实时展现项目动态：项目启动、里程碑达成等

计划总览

按照不同的项目类型，展现项目的里程碑状态：红/黄/绿

风险状态

首页实时展现风险等级、责任人及问题状态，方便公司领导/PDT经理/领域代表跟踪关注

问题状态

首页实时展现问题级别、重要程度、紧急程度、责任人，问题状态，方便跟踪关注

项目计划管理

模板导入

通过项目模板导入项目计划，复用历史经验

自主添加

允许项目成员自主完成计划添加

自主导入

提供导入模板，供计划制定人员快捷导入

项目进度管理

计划对比

计划版本管理，形成初始版本与变更后的版本对比

计划变更

针对计划调整，可发起线上变更流程

状态显示

以图标状态颜色直观展示任务状态

预警提示

根据任务计划完成时间，设置预期、到期提醒，可通过邮件或第三方即时消息通知

项目里程碑

里程碑颜色

根据计划完成时间与实际完成时间的对比，形成红/黄/绿等直观展现

GA偏移天数

基于GA计划时间和偏移天数，自动形成里程碑的计划完成时间

审批状态

与PDM中的TR流程集成，获取里程碑的审批

项目团队

IPMT

IPMT主任、研发委员、制造委员…

重量级团队

PDT经理、POP、研发代表、制造代表…

各领域团队

造型专业、底盘专业、电气专业…

项目人力资源

通过人力资源计划的维护，管理项目中不同部门在不同项目阶段的人力资源投入计划

项目交付物管理

普通交付

项目成员在平台内直接上传交付文件，完成交付

流程交付

交付需经过关联审批流程，通过后，完成交付

集成交付

交付信息来源其他系统，交付动作需通过集成异构系统（如PDM）

项目问题管理

通过问题台账的方式，结合审批流程，实现IPD项目问题的录入、跟踪、关闭的全生命周期管理过程

项目文档管理

Directory level management

According to the project stage, plan and so on to establish a multi-level directory, easy for users to quickly query

Automatic archiving

Realize automatic archiving of plans, issues, deliverables and other documents

Authority control

Set operation permissions for different levels of directories

Project man-hour management

Project creation

Project creation (can be synchronized by master data system);

Project organization/personnel maintenance;

Project planning (templates can be imported);

Time entry

Select projects and tasks;

Fill in the working hours;

Submit for review (definable);

Time audit

Review to-do alerts (messages/emails/SMS);

The flow chart shows the approval status;

Support batch audit;

Multidimensional report

Personal perspective;

Project perspective;

Departmental perspective;

Multidimensional screening;

Man-hour cost

Rate maintenance;

Man-hour cost analysis;

Deep application

Material cost (integrated ERP);

Fixed costs (integrated financial system);

Project performance and report management

Configurational

Provides the custom configuration function

diversity

According to the current mainstream reports, provide pie charts, bar charts, line charts, dashboards and other style charts

Authority control

Generate reports based on different dimensions, such as company, project, department, and individual

Automotive and parts industry customer cases

Learn about process management solutions for the automotive industry ->