Product overview As the modern commercial bank develops to the multi-dimensional
operation, the project scale of bank investment and the investing
amount become larger and larger, the relevant fields become wider
and the project inner relationship become more and more
complicated. The traditional management mode can not satisfy the
need to operation project. It needs a software system to realize scientific management and
effective implement. Investigation Management System is a complete
platform to realize the electronic operating and managing of bank
investment. The system controls monitors and manages the budget,
proposal, bidding, contract approval, implement and evaluation of
the investing project. By the system control such as budget planning, contract approval
and payment application, it can monitor and manage the condition of
the capital flowing of the investing project. And it can accumulate
the knowledge for the investing project; manage the investing
information and performance appraisal of the investing operators. Functions Investing budget management Project budget management
mainly focuses on project planning, budget, executing, monitor and
plan adjusting to control the cost goal in the project life cycle. Project coordination management Application for project
proposal Approval of the project Project bidding Project implement Project evaluation Project payment Project risk management The project risk management
includes the identification, analyzing and responding process of
the project risk. It includes maximizing the positive results and
minimizing the negative factors. Profile management of the investing project Project contract management basic data collection Social resources Investment laws and
regulations Industry information Payment control Setting work flow Investment notice The performance appraisal of the project manager Comprehensive information inquiry of the investing project Comprehensive report of the investing project Characteristics Comprehensive information management Every project has a life cycle. The system manages the
project from the first project proposal” till the project
cancellation” or project completion”, the information treated
includes: human resources information of the project group,
customer information, competitor information, agency information
and the project research plan, keystone plan and customer service
plan focusing the need of the customer requirement, the project
expected profit and risk analyses, etc. When promoting the project the system will provide the standard
user interface to the personnel: accepting the working order,
information input, data resources in the database inquiry and file
sending, etc. the system will report the work and the client
meeting record regularly. Controllable project planning It includes capital usage, cost budget, personnel allotment
of the project group, coordination person arrangement, process
schedule and equipment usage. The director of the project or the
manager of the investing bank should clarify the specific mission
and divide steps according the specific requirements of the client,
project characteristic and risk analyses. Anticipate the work amount of each step to divide the work and
consider the restriction of the resources and all risks to assign
proper resources for each step, specify the duty, make sure the
working goal, restrict the work amount and make sure effective
communication. Automatic monitor of the project, cost control For the project designing result, the system design function
modules such as taking of practical capital, cost reimbursement,
automatic work report, meeting record and business trip record for
different plan module. After this step, the director of the project
hands in the step evaluation report. After the checking and
confirming of the department manager relevant people can be
organized to have the performance evaluation of the project group
according to the specific situation. Monitor the project in all directions, revise the project strategy
in time, reduce risk and make sure the project is done on time,
with enough money and up to the requirement. Centralized management of the data It not only is good for the | 
