基于微软CRM及工作流的业务管理系统设计与实现

发布时间：2018-01-12 20:17

本文关键词：基于微软CRM及工作流的业务管理系统设计与实现　出处：《中国科学院大学(工程管理与信息技术学院)》2015年硕士论文　论文类型：学位论文

【摘要】：国内某大型资产管理公司自商业化转型以来,新业务的不断拓展,项目数量和规模快速增长,但产品项目运作,审核审批和投后管理及客户管理仍处于手工状态,迫切需要建立对应的业务管理系统以及与此相关的配套审核标准,以实现公司系统内的“信息共享、客户共享和项目共享”。本文完成的主要工作包括：(1) 为实现上述业务管理的需求,结合金融行业特点,考虑系统稳定性、安全性、灵活性、可扩展性以及可维护性的要求,以B/S架构为设计原则,规划业务管理系统的框架设计,设计系统的功能逻辑模块,梳理各类业务流程。(2) 业务管理系统的主要功能模块包括客户管理、项目管理和系统管理。其中客户管理主要包括客户信息及其它关联信息管理,项目管理主要包括立项管理、方案管理、出资管理、后期管理、终结管理、统计查询等；系统管理主要包括权限设置、流程配置、文档配置等。采用C#开发语言和微软SqlServer数据库,设计数据库结构和功能页面,实现上述功能开发。(3) 基于微软SharePoint工作流引擎,实现了流程数据和业务数据隔离的流程管理系统,采用表单式操作界面,可快速实现业务流程的定制,提高了开发效率,满足了业务流程快速变化的要求。(4) 采用微软客户关系管理平台框架来开发功能页面,保证系统稳定性和安全性,可快速实现各类业务表单的相关操作,提高开发效率,适应新业务快速变化。本文论述的是一种基于微软客户关系管理和工作流的业务管理系统的设计与实现,满足了该资产管理公司项目运作,审核审批和投后管理及客户管理的需要。此外,对于业务不断变化的金融企业,可以在保证安全,稳定的前提下,在统一的系统框架下,以较小的代价实现扩充和调整,满足业务发展变化的需求,对于其它金融企业的业务管理系统设计,具有一定的示范意义。
[Abstract]:Since the commercial transformation of a large asset management company in China, the new business has been expanding, the number and scale of the project has increased rapidly, but the product project has been operating. The management and customer management after audit approval and investment are still in the manual state. It is urgent to establish the corresponding business management system and related audit standards in order to realize the "information sharing" in the company system. Customer sharing and Project sharing ". The main work accomplished in this paper includes: 1) in order to meet the requirements of the above business management, considering the characteristics of the financial industry, considering the system stability, security, flexibility. The extensibility and maintainability are required, the design principle is B / S architecture, the frame design of the business management system is planned, and the function logic module of the system is designed. The main function modules of the business management system include customer management, project management and system management, in which customer management mainly includes customer information and other related information management. Project management includes project management, project management, investment management, late management, end management, statistical inquiry and so on. System management mainly includes privilege setting, process configuration, document configuration and so on. The database structure and function page are designed by using C # development language and Microsoft SqlServer database. Based on Microsoft SharePoint workflow engine, the process management system of process data and business data isolation is realized, and the form operation interface is adopted. Can quickly realize the customization of business processes, improve the development efficiency, meet the requirements of rapid changes in business processes. 4) Microsoft customer relationship management platform framework to develop functional pages. To ensure the stability and security of the system, we can quickly realize the related operations of various business forms, and improve the efficiency of development. This paper discusses the design and implementation of a business management system based on Microsoft customer relationship management and workflow, which satisfies the project operation of the asset management company. Review, approval and post-investment management and customer management needs. In addition, for the changing business of financial enterprises, under the premise of ensuring security and stability, under a unified system framework. To realize the expansion and adjustment at a lower cost to meet the needs of business development and change has a certain demonstration significance for the design of business management system of other financial enterprises.
【学位授予单位】：中国科学院大学(工程管理与信息技术学院)
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：TP311.52

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