基于工作流的客户关系价值管理系统的设计与实现

发布时间：2018-03-07 00:00

本文选题：工作流技术　切入点：客户关系价值管理　出处：《山东大学》2013年硕士论文　论文类型：学位论文

【摘要】：随着企业经营业绩的不断提升,企业信息化建设的需求越来越旺盛,由于事务处理的复杂化和信息共享等因素的需求,使得传统的模式已经不能满足现在企业发展的需求,传统的纸质审批流程和数据共享由高效且便捷的电子工作流程所替代。需要建立一个完整的、应用深入、技术先进、覆盖业务面广、高效稳定、安全可靠的基于工作流的客户关系价值管理系统,消除信息孤岛和应用孤岛,建立统一的数据平台、统一的数据接口、统一数据管理、统一数据交换的客户关系价值管理系统,实现企业与下属单位、部门与部门之间流程的畅通和数据的共享。首先,本文通过对基于工作流的客户关系价值管理系统的调研,将系统从功能需求方面划分为六个模块,分别为收入合同管理、支出合同管理、支出非合同管理、客户回款管理、项目采购管理、财务存档及开票管理。其次,客户关系价值管理系统是基于工作流技术整合MVC架构,采用界面层、数据处理层、数据访问层三层的框架结构实现。数据访问层实现CRVM数据库的完全封装,使得CRVM的开发者对数据库的操作是面向对象的操作；数据处理层是CRVM的核心层,实现了工作流系统与CRVM业务模块的集成；系统组织机构的权限模型遵循基于角色的访问控制,从而在界面层展示不同的页面操作信息,CRVM根据不同的用户权限调用系统中相应的模块处理。系统围绕客户关系价值管理为核心,以模块的方式实现功能需求,利用组件复用和可插拔的特性对CRVM的其它功能进行扩展。最后,对系统进行实现及测试,给出了系统测试的环境及方案、列出了测试数据与步骤,得出测试结果与结论。基于工作流的客户关系价值管理系统是企业实施精细化管理的必然选择,实现企业宏观层面的规划、策略与微观层面的业务执行和操作达到协调统一,有利于规范企业管理、领导层监控和管理业务,对企业的现状可视,为决策提供有利的依据,有效提升企业的管理水平。
[Abstract]:With the continuous improvement of business performance, the demand for enterprise information construction is more and more vigorous. Due to the complexity of transaction processing and the demand of information sharing, the traditional mode can no longer meet the needs of enterprise development. The traditional paper approval process and data sharing are replaced by efficient and convenient electronic workflow. We need to establish a complete, deep application, advanced technology, wide coverage of business, high efficiency and stability. A safe and reliable customer relationship value management system based on workflow, eliminating the isolated island of information and application, establishing a unified data platform, unified data interface, unified data management, unified data exchange customer relationship value management system, Achieve smooth flow and data sharing between enterprises and subordinate units, departments and departments. First of all, this paper divides the system into six modules from the aspect of functional requirements, which are revenue contract management, expenditure contract management, expenditure non-contract management, based on the investigation of customer relationship value management system based on workflow. Second, customer relationship value management system is based on workflow technology integration of MVC architecture, using interface layer, data processing layer, The data access layer realizes the complete encapsulation of the CRVM database, which makes the CRVM developer's operation on the database object oriented, and the data processing layer is the core layer of CRVM. The integration of workflow system and CRVM business module is realized, and the privilege model of system organization follows role-based access control. In order to display different page operation information in the interface layer, CRVM calls the corresponding modules in the system according to different user rights. The system focuses on customer relationship value management and realizes the functional requirements in the mode of modules. The other functions of CRVM are extended by using the characteristics of component reuse and pluggable. Finally, the system is implemented and tested, the environment and scheme of system testing are given, the test data and steps are listed, and the test results and conclusions are obtained. The customer relationship value management system based on workflow is the inevitable choice for the enterprise to implement fine management. It realizes the planning of the enterprise at the macro level, the coordination and unification of the strategy and the business execution and operation at the micro level, which is helpful to standardize the enterprise management. Monitoring and management of the business by the leadership, visible to the current situation of the enterprise, provide a favorable basis for decision-making, and effectively improve the management level of the enterprise.
【学位授予单位】：山东大学
【学位级别】：硕士
【学位授予年份】：2013
【分类号】：TP311.52

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