The goal of the project and content
Software system application especially the implementation of the ERP project is a complicated and difficult system engineering, it involves software products and immature, implementing personnel to the product familiarity, users of the system, the leaders of the ownership of the project value degree, middle-level cadres approval degree of ERP process, business personnel to the operation of the familiar with degree, and enterprise benefit, culture, and human geography environment, ERP manufacturers and customers all aspects such as degree of communication of factors. Therefore, that every implementing an ERP project, as a major battle command. ERP system implementation of both sides of the group is the commander of the battle, they (they) according to the established policy elaborate deployment: how to control all the work reasonable and orderly manner, how to coordinate the relationship between the work, how to reasonable configuration of human and various resources, and formulate detailed schedule of feasible, ensure implementation of quality, under the premise of as shorten project implementation period and reduce the cost, in order to achieve the ERP manufacturers and users the win-win purpose
Detailed features list
ERP (enterprise resource planning) : that is) is a kind of through the computer system solidified management method, it can let enterprise more reasonably configuration enterprise resources, including personnel, articles, money, equipment, information, etc), optimized business, improve the management level of enterprises, enhance the enterprise the competitive ability. It is not just a computer system, is a modern enterprise management of thoughts and ideas.
It is the ultimate goal for enterprise business computerized, requirements and ERP software business must close together, with the aid of the software function in the daily routine work, and finally reach the purpose of data to speak.
The emphasis of ERP is human, financial, material, supply, production, sell comprehensive union, comprehensive control, real-time feedback, dynamic coordination, manufacturing-according-to-sale, produce asked for, and the profit is the best, the lowest cost, the process type management, flat structure, is the enterprise logistics, cash flow, information flow and knowledge flow combination of comprehensive enterprise management tool, and it's running across the enterprise with the overall investment needs.
1.1.2 ERP implementation strategy and guiding ideology
Implementation should highlight: the implementation should seize the business core, flow design by Jane to numerous, from coarse to fine, by common to special
Planning project milestones: the duty to stage has been improved gradually, and the application to evaluate each stage milestone use ERP implementation of mature methods and steps: change management, business process, the project management, the technical framework, system development, risk management, customer training, etc, all parties involved in the project closely with complete process design and system Settings: ensure that the system in the implementation of knowledge transfer
ERP implementation at risk
Change: ERP management mode of enterprise culture is the biggest impact
Management system: the company management system of big differences, to process design increases the difficulty
Restructuring pressure: continue restructuring pressure great, in a period of time will be the company's focus
Technology and capital: the use of computers, the network for construction of the higher investment
The district distribution: the ERP implementation of a certain effect
Business value
Easy management products sales, order, installation, maintenance and the entire process mass data rapid inquiry statistics.
Strict access control, everyone can see only he has the right to see information.
Support the market clues management, prevent fly list.
Rich statistical reports, convenient decision makers easy control enterprise operation and high quality customer screening.
Support headquarters-branch, many organization structure, to adapt to the rapid development of enterprise needs
Support multiple languages, adapt to develop international customers, the promotion enterprise quality
Support work log declared, convenient managers working content and master employees daily market trends.
ERP system module
1. The unique out of stock in material list of functions: out of stock, production sales of material according to the virtual inventory generation will stock the table and lack of material list; Through the out of stock, lack of material list table can know how many quantity is, it is still owe, also need to purchase production how much, in the table can be automatically generate purchasing order, convenient buyer purchase in time.
2. Zhang unique function: to bill on account for the enterprise named provides convenience accurate solutions, operator input customers or suppliers, the name of the choice of his time range, the system will automatically sort out the current customers or suppliers in selected time within the scope of the transaction records go, combined with the receivable meet can also accurate grasp of total amount of account, paid amount, still owe amount.
3. The detail function: will enters sells saves the and financial seamless unifies in together, in the process of the fill in the record, the system will record each collection of category and detail records to tidy financial system; Teller in sociological inquiry, only the points inquires on or a button to time within the scope of the cash, cheques, such as credit card amount and detail amount; The same financial can also enter the name of the cashier to the current collection making query detail to account for.
4. Plan material function: according to the material list system will automatically survival plan material list; Through the plan material list can know how much is the need to material, it is still owe material, also need to purchase much material, and then plan for material detail collect collect material list, and then based on how many automatic generation is still owe material purchase order, convenient buyer purchasing raw materials in time.
5. The warehouse inventory functions: warehouse inventory function offers similar to the financial carry forward inventory of operation, the settlement of actual inventory will every time inventory with software inventory follow up and inventory correction table real-time quantity, and then through the inventory carry forward operation will correct inventory balance to carry forward new warehouse in period, and automatic generating summary statement carried warehouse. So to avoid the wrong inventory quantity accumulation too much can't management.
1.2.2 data warehouse system
The project is divided into sales product management and three agents analysis management two themes. Sales product management for the corresponding data warehouse BI_Supervise_Sales, three agents analysis of the data warehouse management corresponding to Supervise. According to the requirements from various business department user and sign a leadership of the confirmation requirements, design dimension table and fact sheets, and corresponding to the business system source table and field, and considering the business rules, design good take several scripts.
1.2.3 multi-dimension data built (Cube)
Data warehouse structure design, the use of ETL tool will use business data analysis from the business system extraction to the data warehouse; We use of Microsoft SQL Server 2005 analysis engine (SSAS) to organizational system multi-dimension data (Cube). To design a good Cube, in the SQL Server agency set up in the homework, set the executive bill, so that it can ensure that each Cube of automation processing, data warehouse of the update data update to the business multi-dimension data, so, end users can to deal with a new query data.
1 make analysis report
Based on the production sales products and has three agents of multi-dimension data analysis (Cube), use at the front Analyzer2007 making analysis report. Among them, the sales of products 10 analysis theme, and zhang analysis report; Three agents purchasing totally 5 analysis theme, and zhang analysis report.
1.2.5 online efficiency supervision system
In order to more effective to show analysis report, reflect the continuity of the analysis methods; Consider that the user is in use process, will existing statements ask questions, and express their opinions; Full-time inspectors will regularly in view of the analysis report form presentation, and to the platform home page. In the light of the analysis based on statements, the construction of the efficiency supervision system online, for the end user use analysis report to provide a uniform of inlet and interface, accord with the use of user habit, in order to play online monitoring the maximum effect of platform.
1.3 project applicability, advanced and the application prospects
1. Based on the industry's leading Microsoft SQL Server 2005 business intelligence technology platform structure bottom support module (ETL, data warehouse, multi-dimension data), can ensure that big data platform under operation is stable, and the performance is excellent, security on the end user inquires rapid response of;
2. Make use of pure analysis report of a Web form Analyzer2007, not only statements made simple flexible and powerful, and the interface is beautiful, easy to use, the end user can easily get;
3. Be set of business system data source unity to the data warehouse, such already allows each business system independent operation, and can be according to business rules, analysis demand data integration to a place will, for the management of the company to provide a uniform perspective;
4. Microsoft business intelligence technology included in the SQL Server 2005 inside, at present SQL Sever has released the 2008 version, SQL Server 2008 R2 version also plans to launch in the first half of 2010, visible, Microsoft on business intelligence technology development and investment is sustainable, Microsoft products down good compatibility, upgrade is simple, as a platform of future expand or upgrade to provide good guarantee.
2 technical scheme and technical route
2.1 the main function
2.1.1 ETL: business data extraction, processing and loading
In the business enterprise inside, specific user only one, but a user can use multiple business system. And these business system realizing their different effects, is in the history of all time gradually formed, accumulated the massive business data, cannot easily replace; And the other side, enterprise top management and the need to from the perspective of the unity of the macro view of enterprise operational performance, this requires each business system of data must be management needs a place to unity. From the standpoint of the underlying data integration, this is the ETL (data extraction, handling, loading) process.
Online efficiency supervision system, ETL is divided into two sections:
1) sales product SSIS package structure
2) three agents analysis SSIS package structure.
2.1.2 data warehouse
Data warehouse to design based on customer demand, including dimension table and fact sheets. It contains data to each business system, data automatic updates in the SQL Server agent in setting, the frequency of updates by the regulation time interval to run well.
Product sales data warehouse name for BI_Supervise_Sales, including 14 dimension table and 11 fact sheets, specific table structure can see system design specifications..
Three agents analysis data warehouse called Supervise, including 27 d table and 29 fact sheets, specific table structure can see system design specification.
2.1.3 multi-dimension data (Cube)
Multi-dimension data analysis according to the theme of the report is to make. It is based on data warehouse and the dimension table fact sheets, through the dimensions of the primary key and facts watch list for the correlation of the primary key, designed the multi-dimension data logical structures, and then execute analysis service (SSAS) engine, the data in the data warehouse in advance according to design good polymerization location, then the result of the summary will save to Cube. At this time, the front display software (Analyzer2007) will be the needs of the users into MDX statements, led the analysis engine into formula engine analysis, according to the analytical results, to a storage engines to obtain corresponding data, (through the IIS) back to Analyzer2007.
Sales product multi-dimension data, including dimension and the measure of value.
Three agents multi-dimension data analysis, including dimensions and metrics group.
2.1.4 analysis report
Analysis report using Analyzer 2007, connected to the analysis service (SSAS) analysis of the database, choose different analysis related to theme Cube, according to the needs of the user, combination of the Cube dimension and value, make corresponding were, they form a business report. Among them,
Sales of products 10 analysis theme, and zhang analysis report, it is respectively:
Three agents analysis were five analysis theme, and a statement, it is respectively:
2.1.5 online efficiency supervision system
In order to better meet the end user's use custom, do statements with the interaction of the feedback query, based on the Analyzer2007 already make good report, further development of the efficiency supervision system online, including analysis report of the association between before and after, to better reflect the consistency analysis methods; Can also check reports of the process, the opinion, these Suggestions will be displayed in the platform the home page, and able to show the opinions of the processing condition. According to the special inspector, provide independent to upload the briefing column. Layout and function explains:
Statements foundation information area: show the user to open the reports of the basic information. Information area has spread down, the close up.
Report lists area: the display system all of the analysis report, according to the analysis show theme classification. List area can be left shows the right hand, or hidden.
Comments area: enter statements, click publish opinions. Can choose statements for comment.
Return home area: no matter what the page click back to home page.
Up related area: the show in the current user reports up links related statements, can have multiple, tied for the display, the mouse on the arrow, can tip statements name.
Down association area: the show in the current user reports related statements down links, can have more than one, tied for the display, the mouse on the arrow, can tip statements name.
Indicator dashboards area: the dashboard form, warning that need the index information.
The latest presentation area: show the latest five briefing, click on the "more" button, can see all presentation. Upload briefing need briefing the limits of maintenance.
Leadership opinion area: the show leadership to report released latest article 5 opinion, click on the "more" button, can see all leadership opinion. For opinions edit, delete, change opinions state. View the leadership opinion need to set up the corresponding privileges.
The inspector opinion district: show the inspector report released latest article 5 opinion, click on the "more" button, can see all the inspector opinion. For opinions edit, delete, change opinions state. Check the inspector opinion need to set up the corresponding privileges.
Reporting area: show the ministry telephone, mail discipline.
2.2 the system architecture
Divided into three parts:
1, data integration. Through the ETL tools (SSIS package) will each business system of data extraction to the data warehouse;
2, the analysis engine (SSAS) of data warehouse data into the multi-dimension data (Cube);
3, front display interface (online efficiency supervision system) from the Cube for meet the conditions of the data, and according to make good report format, presented to the end user.
2.3 the technical route and the technique to be used
2.3.1 technical route selection principle
1. The expansibility
The adopted technology of the need to fully consider system on the course and online formal after operation, the new application requirements are likely to increase situation, so, the technology is used to must have good command of upgrading, expansion, the feasibility of the expansion and convenience.
2. Reliability
Online efficiency supervision system based on data warehouse and data warehouse data must have good reliability, according to the updated plan realization of automatic updates ensure that business data can steadily presents to the end user.
3. Openness
The report comes from Analyzer2007 system made statements, and on every statements have Analyzer a URL address, facilitate with external system integration.
4. Security
Online efficiency supervision system should provide three levels of security mechanism. The first level on the homepage of security mechanism is platform, can control which users can log on to platform; Into the platform, and each column is visible, can be divided into editing privileges. The second level is Analyzer statements of security mechanism can be set to what analysis report what whether the user is visible. The third level Cube is the security mechanism, through the role in the Cube set, can control to dimension members and an cell.
5. Advanced
The system should be fully considered commercial intelligence technology development tendency and the latest technology, basic structure and the leading Microsoft SQL Server 2005 database platform.
6. Practicality and operationality
SQL Server 2005 SSIS integrated service and SSAS service graphical interface, easy to use, through the short-term training, can master; Analyzer2007 as front display tools, is the so-called intuition type of business intelligence, intuitive, tabulation flexible, the function is strong. Statements production is completed, need not release can use.
7. Running manageability
ETL process of the system (SSIS package) and the processing of the Cube, are based on the SQL Server agency set up operations, according to the set execution plan, automatic operation in the background, without manual intervention; To the execution of errors, can be sent through email, extract the error log, and other ways to inform the administrator, handle in time.
8. Scalability
The system not only need to integrate existing application system, and to the information system support, so the application of technology to need to have expanded the architecture.
2.3.2 ETL: SSIS bag
Using Microsoft's SSIS integrated service, it provides extensive data connection, the project used in data sources including Oracle, SQL Server, Excel; SSIS provide the good performance of all database interface. After simply configuration, can rapid extraction of data from the above data sources.
In the design SSIS packet, SSIS engine with various control flow and data flow components, support variables set, almost can complete various demands of data extraction, cleaning and processing requirements, also provide code level of control particle size, may make the written code, to meet specific data extracting process.
2.3.3 data warehouse
Data warehouse the SQL Server 2005. Microsoft SQL Server 2005 is introduced in 2005 a new generation of an enterprise database products, excellent performance, safety and stability, high reliability, high performance-price ratio.
It not only includes database engine, including SSIS, SSAS, SSRS service, is a data processing and analysis integration platform.
2.3.4 multi-dimension data (Cube)
Analysis service (Analysis Services) engine based on Microsoft SQLServer2005, is the most advanced Analysis service engine. A single server can be installed more analysis service examples, a analysis service example may contain more analysis database, a database can also include more than multi-dimension data (Cube).
Multi-dimension data by dimension and the metrics group composition.
Dimension from the basic information, attributes and hierarchical structure. The basic information of the dimensions including dimension of name, type, data and storage modes, etc. The actual data attribute definition dimensions, bound to the views of the data table or view or a column in the column. By attribute hierarchical structure formation, but the attribute can need not belong to hierarchy. Hierarchical structure not only can create levels of an ordered list, still can define the way users browse dimensions.
Metrics group is also have the same view and data sources from multi-dimension data of the same dimension subsets of the set of metrics. Metrics group has one or more partitions, so that physical data management. Metrics group can have default polymerization design. Metrics all partitions in the group all can use the default polymerization design; Of course, each partition can also have their own polymerization design.
2.3.5 analysis report
Use Analyzer2007 production, it and SQL Server high degree of integration of sex, has the following features:
1) strong analysis efficiency
Analyzer can let users real-time access and dynamic to select a pure web forms of various analysis of charts, for users to create the most fluent analysis process.
2) the best analysis data present
In the same Analyzer can screen in DuoTu more to show users want to watch all kinds of analysis results, is more advantageous to understand specific Measure (Measure) behind the implications, and in different dimensions (Dimension) or class (Level) the comparison between the.
3) complete solution framework
Analyzer is divided have the most complete strong data analysis ability, has the most comprehensive more excellent system, operation and management reports function, let the business intelligence application can be truly carried out to the users of the work of the environment.
4) the most expensive product structure
The system architecture with a high degree of flexibility, can response analysis system need most highly scalable, once a new analysis demand appear below to both platforms in modular quickly joined new object.
5) users homemade analysis report
Users can need not rely on information personnel in the case, to the results of analysis of individual demand will be made into elegant statements, it can be used to save before open statements from time specifications and communication.
6) clear is easy to use interface
The use of the Analyzer interface design is simple and beautiful, all function even if is the first time users also options can right now and know immediately.
7) learn good handcuffed
The visual design and intuition Analyzer in operation, but will the users of the operation barrier wall to lowest level.
8) sets up the most easy operation
To play the new force Analyzer into information workers, as long as after a day of training course teaching, can complete function mastery, only one information staff can satisfy the business enterprise inside all users demand analysis.
9) its early the shortest
Analyzer can in the shortest possible time was deployed to all the user's computer, there is no general business intelligence analysis tools into time-consuming shortcomings.
10) real security enterprise investment
Analyzer popularity with the highest, and related technology has made the most easily to the SQL Server, the enterprise can be in the existing information under investment, in the most economic plan get dream, and ductility of the highest business intelligence competitive advantage.
2.3.6 online efficiency supervision system
With asp.net 2.0 development, as an independent site. Deployed in three sets on the WEB server, the three server has become the load balance.
2.4 system security design
Online efficiency supervision system security is reflected in more of, any security hidden danger can cause the whole system is not safe. The access control, from its front page Analyzer statements access control, Cube access control three aspects, the security of the system design.
4 project evaluation
4.1 implementation effect
Online efficiency supervision of achieving the desired three functions: it is found that the problem function. Platform of business data can be used to analysis, through the analysis of the problems can be found in time or case clues, for the efficiency supervision and personnel to provide help. 2 it is warning function. Online monitoring business if not in accordance with the provisions, or break supervision methods specified in the high tension line, etc, the system will automatically alarm, or color hint, supervision department visual situation makes the response. Three is to assist decision functions. By extracting and integrated ERP system's data, establish the platform to inquires, leading to provide reference for the decision-making. The application results reflects in:
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