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class="para-title" title="一個基于PLM系統的技術報價控制體系實現方式">一個基于PLM系統的技術報價控制體系實現方式</h1> <ul class="breadcrumb"> <a href='/' >首頁</a>> <a href='/aboutus'>為何選擇湃睿</a>> <a href='/aboutus/index/catid/3.html'>新聞觀點</a>> <a href='/aboutus/index/catid/391.html'>大事記</a> </ul> <div class="clear"></div> </div> </div> </div> </section> <div id="content"> <div class="container"> <div class="row"> <div class="col-md-12">  <link rel="stylesheet" type="text/css" href="/Public/Css/admin/ue.css"/> <div class="view"> <p style="margin-top:0;margin-right:28px;margin-bottom:0;margin-left:19px;margin-bottom:0;text-align:center;line-height:115%;text-autospace:none"><strong><span style="font-size:24px;line-height:115%;font-family:宋體">一個基于PLM系統的技術報價控制體系實現方式</span></strong></p><p style="margin-top:0;margin-right:28px;margin-bottom:0;margin-left:19px;margin-bottom:0;text-align:center;line-height:115%;text-autospace:none"><br/></p><p style="margin: 0px 28px 0px 19px; line-height: 115%;"><br/></p><p style="margin: 0 28px 0 19px;text-indent: 25px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">商務投標過程中，為了提升競爭力與控制風險，企業期望于獲得準確的技術方案，以及在此之上可信的報價。但往往在實際工作過程中存在著沖突與矛盾。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體"> </span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:47px;line-height:115%"><span style="font-size:16px;line-height:115%;font-family:宋體">1<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:16px;line-height:115%;font-family:宋體">技術報價控制業務分析</span></h2><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">1.1<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:14px;line-height:115%;font-family:宋體">常見現象</span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">銷售經常抱怨技術給出的報價高于競爭對手，前期評估不掙錢的單子有時最終還是實現了營利，導致對技術報價缺少信任感。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">售前工程師技術交流時需要制定技術投標方案，但在報價目標下研發部門經常提出過于嚴苛的要求，難以形成競爭力。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">項目經理抱怨售前報價與技術方案不匹配，往往成本目標低于技術實現需要付出的成本，項目立項時技術成本風險不明確，跟蹤控制沒有量化依據。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">技術人員抱怨在技術需求不明確時就需要提供技術方案。此方案的承諾今后又將做為項目執行目標，同時，報價周期緊難以進行全面的技術評估，因此往往預留大量的Buffer或者粗略評估一下再做做看。技術風險難以量化受控。出現問題時常有怨言。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">在具備設計超級BOM（EBOM）的企業中，往往采用要求研發技術人員在其之上根據商務要求選配出一個技術方案。但通常由于此選配過程要求詳盡的技術參數，否則不能生成具體實例BOM，但此條件在報價階段存在困難，而研發也投入大量精力來滿足此工作。同時，報價的需要并不需要時刻進行精準的方案設計，特別當客戶需求當前超級BOM不可滿足時，缺少評價手段與風險量化跟蹤管理能力。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">管理層進行商務決策時，除少數確實存在交付成本風險的項目之外，多數情況下對于前期成本評估與技術方案僅做為少量參考，更多憑個人經驗決策執行。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">1.2<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:14px;line-height:115%;font-family:宋體">三大矛盾是造成這些現象的主因 </span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">準確的技術方案需要準確詳盡的技術要求，其與售前階段客戶技術要求不明之間存在矛盾。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">技術方案的精確度與工作量和工作周期直接相關，其與售前階段潛在客戶數量多、客戶需求多變、報價周期緊之間存在矛盾。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">報價階段的方案與價格以滿足投標成功為主要目的，其與執行過程中精細化項目成本管理和技術方案設計之間存在差異，造成矛盾。</span></p><p style="margin: 0px 28px 0px 19px; line-height: 115%; text-align: center;"><span style=";line-height:115%;font-family:宋體"> <img src="/Uploads/202003/5e7420073c181.png" title="" alt="1.png"/></span></p><p style="margin-top:0;margin-right:28px;margin-bottom:0;margin-left:19px;margin-bottom:0;text-align:center;line-height:115%;text-autospace:none"><br/></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">1.3<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:14px;line-height:115%;font-family:宋體">需要解決的問題</span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">在一個有競爭力的成本目標控制之下，缺少一個方法，能在售前階段支持售前工程師快速構建支持報價的技術內容。此技術內容可以自由的控制精細度，在銷售策略的指引之下，粗放或者細化。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">需要有一個評價方法和手段，在這個自由過程中，不斷的評價當前報價技術內容與實際技術內容之間的差異風險，計算成本風險、交期風險、技術風險等。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">管理層需要一個報價成本預估范圍與風險評價的產出物，做為可量化的決策依據。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">此決策依據數據，需要能支持項目管理與設計過程中的成本管理和技術方案管理要求，便于在此基礎之上進行過程控制與評價，構建售前與執行一體的控制體系。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">此過程中的數據需要可以積累，不斷的修正報價方案與決策依據準確度。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體"> </span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:47px;line-height:115%"><span style="font-size:16px;line-height:115%;font-family:宋體">2<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:16px;line-height:115%;font-family:宋體">基于PLM系統的一種實現方式</span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">建立與識別精準報價與簡要報價，兩者間可以自然轉換，建立售前工程師與研發技術人員精準溝通渠道。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">分割報價方案與設計方案，服務于不同的交付目標，建立兩者間差異量化表達，便于報價階段與項目執行階段和設計過程的成本風險控制。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">建立報價成本置信方法，基于商務進程與銷售策略，確認合適精細度的報價方案，獲得報價成本區間，結合方案風險量化結果，供管理層進行決策。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">此過程與方法建立在研發PLM系統基礎數據之上，以支持售前與執行一體化的風險控制目標，同時具備一個數據積累與修正的系統平臺。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.1<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:14px;line-height:115%;font-family:宋體">超級標準方案與功能部件集合</span></h2><p style="margin-top:0;margin-right:28px;margin-bottom:0;margin-left:19px;margin-bottom:0;text-align:center;line-height:115%;text-autospace:none"><img src="/Uploads/202003/5e74200e836ec.png" title="" alt="2.png"/></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體"> </span></p><p style="margin-top:0;margin-right:28px;margin-bottom:0;margin-left:19px;margin-bottom:0;text-align:center;line-height:115%;text-autospace:none"><img src="/Uploads/202003/5e742015ac399.png" title="" alt="3.png"/></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.1.1 </span><span style="font-size:14px;line-height:115%;font-family:宋體">術語定義</span></h2><p style="margin: 0 28px 0 19px;line-height: 115%"><strong><em><span style=";line-height:115%;font-family:宋體">相似部件：</span></em></strong><span style=";line-height:115%;font-family:宋體">一組具備完成某一類設計功能的模塊或者部件，其具備相同的表達屬性。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><strong><em><span style=";line-height:115%;font-family:宋體">標準部件：</span></em></strong><span style=";line-height:115%;font-family:宋體">一組相似部件中最具備代表性的部件，代表性可能為最優成本、最冗余技術能力、最優質量間的平衡。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><strong><em><span style=";line-height:115%;font-family:宋體">功能部件集合：一</span></em></strong><span style=";line-height:115%;font-family:宋體">個標準部件與其相似部件的合集。此關系來源于天然的技術相似性，極大的減少了日常維護工作量，確保了數據的統一與有效。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><strong><em><span style=";line-height:115%;font-family:宋體">超級標準方案：</span></em></strong><span style=";line-height:115%;font-family:宋體">一個交付產品的完整結構表達，每個模塊或者部件由多個功能部件集合組成。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體"> </span></p><p style="margin: 0 28px 0 19px;text-indent: 33px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">超級標準方案與功能部件集合的屬性表達以滿足簡要報價為目的構建，通常有少數幾個屬性值進行定義，以在同系列超級標準方案與功能部件間區別定位。</span></p><p style="margin: 0 28px 0 19px;text-indent: 33px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">標準部件與相似部件的表達以精準報價為目的構建，通常能通過屬性識別到極少數幾個高度相似的相似部件為止，以充分表達為目的。</span></p><p style="margin: 0 28px 0 19px;text-indent: 33px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">標準部件與相似部件上根據周期性的財務成本統計，定義其成本價*</span></p><p style="margin: 0 28px 0 19px;text-indent: 33px;line-height: 115%"><strong><em><span style=";line-height:115%;font-family:宋體;color:red">*</span></em></strong><strong><em><span style=";line-height:115%;font-family:宋體;color:red">成本價：可由最高變動成本、最低變動成本、最高實際成本、最低實際成本、最佳成本、制造成本、分攤成本等構成。此部分需要結合企業財務成本核算能力確定。</span></em></strong></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.1.2 </span><span style="font-size:14px;line-height:115%;font-family:宋體">主要應用場景簡述</span></h2><p style="margin: 0 28px 0 19px;text-indent: 33px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">商務可以在報價前期，快速基于客戶招標文件或者憑借自身對于技術內容的理解，通過少數屬性的確認，獲得一個準確的超級標準方案。獲得此方案的成本范圍?；谧儎映杀?、最佳成本等結果，綜合判斷否滿足當前的報價需要。</span></p><p style="margin: 0 28px 0 19px;text-indent: 33px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">同時，此過程有量化的記錄，以約束商務報價工作的合理性。</span></p><p style="margin: 0 28px 0 19px;text-indent: 33px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">若不能滿足報價需要或者隨著商務進程獲得更多的客戶確認的技術內容，則可在技術的幫助下或者通過自身細化技術內容，自由確認下一級參數內容，得到更加精準的成本估算。同時基于不同下級屬性確認時，對于成本變動的影響，來指導投標咨詢過程的技術交流與商務工作。明確哪些具體內容需要投入更大的精力來明確，以確保企業報價有效。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.1.3 </span><span style="font-size:14px;line-height:115%;font-family:宋體">難點與咨詢項</span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">超級標準方案商務屬性的抽象與識別</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">功能部件集合中標準部件與相似部件歸集精細度的掌控</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">不易納入標準部件或相似部件管理的零散部件與接口部件的處理方式</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">超級標準方案與功能部件結構模型的定義，以及冗余功能部件歸集規則的定義</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">此部分內容應結合行業報價環境現狀與企業研發模式，定義最適合的歸集策略，考慮企業實際情況以獲得最優結果。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體"> </span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.2<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:14px;line-height:115%;font-family:宋體">報價成本置信方法</span></h2><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.2.1 </span><span style="font-size:14px;line-height:115%;font-family:宋體">術語定義</span></h2><p style="margin: 0 28px 0 19px;line-height: 115%"><strong><span style=";line-height:115%;font-family:宋體">成本價</span></strong><span style=";line-height:115%;font-family:宋體">：可由最高變動成本、最低變動成本、最高實際成本、最低實際成本、最佳成本、制造成本、分攤成本等構成。通常也可簡化為一個“制造成本”。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">成本估算通常經由不同屬性確認而獲得的部件集合計算獲得。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.2.2 </span><span style="font-size:14px;line-height:115%;font-family:宋體">主要應用場景簡述</span></h2><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">以最高變動成本為例。若簡單化為“制造成本”時，即為“制造成本”缺失。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">最高變動成本是企業在日常數據構建過程中，對于某一個屬性中全新設計某個技術內容，而引起的成本變動的統計或者合理估算值。簡化情況下，會假定其它屬性不變。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">例如：一個電源變壓器，當前屬性值范圍為“36V、72V、110V、220V，360V“，從未設計過500V。前期企業確認，此設計方案能支持的最高電壓等級為1000V，當出現新設計*時，通常會增加50元制造成本。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">因此，商務或者技術在獲得客戶明細的需求時，可獲得總體成本增加50元，但由于其為估算值，因此新增成本置信度不高，可加權處理。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">通過這樣的應用方式，再結合企業具體業務現狀，可確認簡要的成本置信評價，有效支持商務報價時的決策。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">與此同時，項目管理與研發技術，也可評估針對當前客戶的交付，需要投入的資源要求、交付周期、風險項等內容，有效支持執行階段的控制。*</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">*</span><span style=";line-height:115%;font-family:宋體">即，缺失項技術風險量化。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.2.3 </span><span style="font-size:14px;line-height:115%;font-family:宋體">難點與咨詢項</span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">成本項構成，結合財務核算能力進行成本項定義分析。</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">結合研發技術能力，構建合理的技術等級劃分服務于成本評價</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.3<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:14px;line-height:115%;font-family:宋體">技術方案風險量化測算</span></h2><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.3.1 </span><span style="font-size:14px;line-height:115%;font-family:宋體">術語定義</span></h2><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:30px;line-height:115%;text-autospace:none"><strong><em><span style=";line-height:115%;font-family:宋體">技術方案風險量化評價</span></em></strong><span style=";line-height:115%;font-family:宋體">：在商務階段客戶需求通常企業都沒有現有的產品可以直接滿足，需要通過一組已有部件的新組合*或者全新設計部件滿足。因此，不同的構成情況，會使得最終計算出來的成本存在差異，同時對于研發技術而言，交付時存在技術實現風險、成本實現風險、質量交付風險。最終會再次影響成本估算值。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:29px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">技術方案的風險量化測算，既影響報價階段的成本估算，也影響著最終的交付實現。它是項目管理與研發技術執行控制的重要依據。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:29px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">*</span><span style=";line-height:115%;font-family:宋體">組合中可能存在新的接口設計或者小零件設計。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體"> </span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.3.2 </span><span style="font-size:14px;line-height:115%;font-family:宋體">主要應用場景簡述</span></h2><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">商務在報價階段確認的屬性值，構成了一個報價結果。這組值與屬性全集之間存在差異，對于每一個新增屬性值和高風險值，結合企業前期項目管理與研發確認的開發難度（針對部件的技術方案冗余能力，對未實現內容進行等級劃分，并預設評價值。如某個變壓器方案不可能支持1KV以上的技術要求，那么對于1KV以下未實現的內容，如500-600、600-800，800以上，來進行評價）與新增工作量，可以評價當前報價的可信度。同時，缺失項的新增，根據不同差異等級，對于交期和項目執行計劃進行調整。在項目執行過程中，進行風險管控。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">由于是基于同一個數據結構進行，因此，從商務最初報價開始直到項目執行過程中初始方案完成，都可以在同一個基礎上跟蹤，對于管理層而言在進行方案評價或者其它決策工作時，不斷與商務技術、成本目標對齊。也使得技術變動時，與商務部門有結構化的溝通渠道。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體"> </span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">通過咨詢與分析工作，可以定義交期風險、技術實現風險、質量交付風險、資源風險、客戶變動風險等管理。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:57px;line-height:115%"><span style="font-size:14px;line-height:115%;font-family:宋體">2.3.3 </span><span style="font-size:14px;line-height:115%;font-family:宋體">難點與咨詢項</span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">風險量化值的定義方式</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">報價置信評價算法</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">此部分與企業成本決算與分攤方式相關，風險量化與行業、技術能力、競爭優勢等相關，需要結合企業實際獲得最優結果。</span></p><p style="margin: 0 28px 0 19px;line-height: 115%"><span style=";line-height:115%;font-family:宋體"> </span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:47px;line-height:115%"><span style="font-size:16px;line-height:115%;font-family:宋體">3<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:16px;line-height:115%;font-family:宋體">一個簡要應用示例</span></h2><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:28px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">在不需要咨詢服務的條件下，企業可以自行從當前技術分類體系屬性*入手，構建報價系統數據以自然算法**獲得評價結果。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:28px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">示例中，僅計算技術設計風險，圖形中橫軸為技術風險值。其它風險量化測算，未做展示。</span></p><p style="margin: 0 28px 0 19px;text-indent: 50px;line-height: 115%"><strong><em><span style=";line-height:115%;font-family:宋體;color:red">*</span></em></strong><strong><em><span style=";line-height:115%;font-family:宋體;color:red">體系屬性為通常的技術分類與屬性，不進行應用抽象、歸集、特定評價方法的識別和定義。</span></em></strong></p><p style="margin: 0 28px 0 19px;text-indent: 50px;line-height: 115%"><strong><em><span style=";line-height:115%;font-family:宋體;color:red">**</span></em></strong><strong><em><span style=";line-height:115%;font-family:宋體;color:red">自然算法此處定義為相關實際值的匯總值，不包括加權項、加權系數、</span></em></strong></p><p style="margin-top:0;margin-right:28px;margin-bottom:0;margin-left:19px;margin-bottom:0;text-align:center;line-height:115%;text-autospace:none"><img src="/Uploads/202003/5e74201f207f5.png" title="" alt="4.png"/></p><p style="margin: 0 28px 0 19px;text-indent: 41px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">商務選擇商務參數，基于選定的內容，計算可得最高成本組合、最低成本組合、標準部件成本組合。</span></p><p style="margin: 0 28px 0 19px;text-indent: 41px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">展開方案構成，可知適配器價格區間，若需要進行降價，可選參數不多。但接線可選降價范圍較廣，但空間不大。</span></p><p style="margin: 0 28px 0 19px;text-indent: 41px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">若標準方案技術內容與客戶需求不同，則可以進一步指定詳細參數或者與研發共同確認，同時獲得成本空間。</span></p><p style="margin: 0 28px 0 19px;text-indent: 41px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">技術風險值是未確認參數時若產生新設計的成本影響風險值，基于經驗企業可以獲得標準風險值，以支持后繼評估，如本例中，標準風險值可能為500（成品）、適配器（100）、接線（50）。而當前除商務參數外，其它參數均未指定，則整體風險為700，屬于高風險報價項目。</span></p><p style="margin-right: 28px;text-indent: 56px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">整體過程與結果都可以形成結構化數據，供項目管理跟蹤使用。</span></p><p style="margin: 0 28px 0 14px;text-indent: 42px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">通過反復不斷的跟蹤維護此數據，可支持商務部門靈活獲得量化可信的報價估算，同時在同一數據基礎上在項目執行過程中控制風險，管理設計過程中變動與客戶需求間的差異。</span></p><p style="margin-right: 28px;text-indent: 56px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">更多的成本項，更多的風險評價項，可以實現更為細致與準確的報價管理與風險管理。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:47px;line-height:115%"><span style="font-size:16px;line-height:115%;font-family:宋體">4<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:16px;line-height:115%;font-family:宋體">技術報價體系控制要點</span></h2><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:28px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">報價的估算過程，往往有各種手段與途徑來實現。但一個計算出來的成本數值的說服力和可信度，以及是否能支持下游業務運行，卻是評價報價能力的關鍵。本實現方式中，數據的構成除了完成最基礎的成本合計估算之外，在PLM系統能力的支持下，提供了以下三個最為關鍵的能力：</span></p><p class="MsoListParagraph" style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:47px;margin-bottom:0;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">針對報價估算值，可以擴展能力給出成本置信評價與技術風險評價。</span></p><p class="MsoListParagraph" style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:47px;margin-bottom:0;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">整個過程自由靈活，滿足商務業務環境的要求。</span></p><p class="MsoListParagraph" style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:47px;margin-bottom:0;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">最終結果可以在項目管理過程與執行過程中繼續使用，轉換成為項目成本目標控制手段之一，與研發數據直接對接。</span></p><p style="margin: 0 28px 0 19px;text-indent: 28px;line-height: 115%"><span style=";line-height:115%;font-family:宋體">對于有效的體系而言，靈活的報價手段、成本置信與技術風險評價，三者缺一不可，否則將會變成一個單純的計算工具，難以起到商務與技術決策、項目控制與執行評價的目的。</span></p><h2 style="margin-top:17px;margin-right:28px;margin-bottom:17px;margin-left:47px;line-height:115%"><span style="font-size:16px;line-height:115%;font-family:宋體">5<span style="font-weight: normal;font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style="font-size:16px;line-height:115%;font-family:宋體">最后一個問題，為什么要基于PLM系統構建</span></h2><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">研發技術產出數據是基礎報價數據來源，最終復雜度遠遠高于售前方案數據內容</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">精準定位到具體實現的分類屬性結構與PLM系統使用結構基本一致</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">超級標準方案的構成是研發技術產品結構的抽象表達與研發業務密切相關</span></p><p class="MsoListParagraph" style="margin: 0 28px 0 47px;line-height: 115%"><span style=";line-height:115%;font-family:Wingdings">u<span style="font-stretch: normal;font-size: 9px;line-height: normal;font-family: 'Times New Roman'"> </span></span><span style=";line-height:115%;font-family:宋體">各數據要根據不斷研發結果，進行不斷補充與修正。標準部件與相似部件集合（功能部件集合）來源于天然的技術相似性，可以極大的減少數據維護工作量，確保數據的統一有效。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%"><span style=";line-height:115%;font-family:宋體">因此系統建立此之上遠優于建立在其它業務系統之上。</span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:33px;line-height:115%"><span style=";line-height:115%;font-family:宋體"> </span></p><p style="margin-top:0;margin-right:28px;margin-bottom: 0;margin-left:19px;margin-bottom:0;text-indent:28px;line-height:115%;text-autospace:none"><span style=";line-height:115%;font-family:宋體">上海湃睿信息科技有限公司以Windchill產品為基礎實施“PI-PDM/PLM系統”，此解決方案完善的服務于項目管理全過程，進一步貼近國內企業的項目管理現狀與訴求，PISX相信通過實施基于Windchill平臺的PI-PDM/PLM系統，將能幫助企業進一步提升產品研發管理的核心競爭力。</span></p><p><br/></p><br><div id='page1' class='pages'> </div> </div> </div> <div class="view col-md-3 small_side" 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