How to play a role in the large commercial banks PMO research and development center - "PMO Proceedings 2019" (electronic version)

Source: Original PMO Comments contributing author: Zhou Jianguo
Abstract: The rapid development of the face of the current international financial markets, intense competition, as well as computers, big data technology, science and technology to lead the financial sector reform, accelerate financial modernization process has become an inevitable trend. Large state-owned commercial banks in order to adapt to the times, have set up software R & D center to provide information technology support for their respective financial business development. As a large commercial bank a major scientific and technological support institutions, more software R & D center is to carry out a number of projects in development, testing, management at the same time, therefore, it is necessary to explore how to go beyond a single project management, give full play to the R & D center value, so as to provide support for the overall strategy for the development of large banks. In this paper, PMO Application of Chinese banking software center in Xi'an sub-centers, the need for the PMO for large commercial banks to establish R & D centers, PMO's role to conduct a comprehensive analysis, aimed to provide multi-project management work for other financial institutions Technology some help.
Keywords: PMO multi-project management software R & D center PMO Practice Analyzer
1. Introduction The
current international financial market has become increasingly fierce competition, increasingly complex and diverse types of customers, customer demand has become increasingly prominent, at the same time, computers, big data and artificial intelligence information technology the rapid development of large commercial banks in order to remain invincible in a rapidly changing market competition, we must attach importance to strengthening science and technology and financial services, promoting business innovation to meet the international market and customer needs. Therefore, large state-owned commercial banks have set up software R & D center, development, testing, sales support for the Bank's financial information technology. In fact, large commercial banking software R & D center in itself is a major IT companies face the same problem time for multiple projects, so explore how to go beyond a single project management, can promote research and development centers play a greater value, thus the overall strategy for the development of large banks provide support.
2. large commercial banks to establish R & D center of necessity PMO
difference 2.1 single project management and multi-project management

PMI to project management into a single project management, program management and portfolio management. It is defined as follows:
Definition 1: temporary work for the project is to create a unique product, service or result carried out. [1].
Definition 2: Project set is a set of interrelated and coordinated management of the project, sub-project activity sets and project set to benefit management were not available. [1].
Definition 3: Portfolio management of the project is to achieve strategic objectives together, the project set, a combination of sub-projects and operations. [1].
In fact, it can simply project management into a single multi-project management and project management. Multi-project management is beyond the scope of a single project, it is more focused on the organization's strategy to achieve the organization's overall strategic objectives through harmonization management of multiple projects. To sum up, the main difference between the two of the following three aspects [2]:
1) managed objects of different
project management on a "single project" for the management objects, and multi-project management to consider the scope of the problem is no longer limited to a project, but need to consider the goal of the entire organization, namely multi-project management is unified and coordinated management activities in order to achieve the overall objectives of the organization carried out.
2) different targets
of time, cost and quality of project management is the goal of the "iron triangle" of project management focus is limited in time and submitted within the cost of the project results to the customer in line with quality requirements; and multi-project management is the organizational level management, whose main objective is the strategy, resources and coordination.
3) different management tools and methods for
multi-project management integration of strategic management, resource management, and knowledge management, content management market, which are outside the top ten knowledge areas of project management, methods and means they can be used as a multi-project tools and technology management.
2.2 large commercial banks need to establish research and development centers PMO
R & D center positioning requires a PMO. British "Banker" magazine in 2016 launched the world 1000 banks ranked according to the total amount of Tier I capital, our workers and peasants in the four rows into the top 10, in fact, this software development center are four lines of service counterparts Bank. China's sustained rapid economic development, all the way along the implementation of the strategy, continue to strengthen supervision, financial technology advances, many aspects of the Internet financial firms face competition, banks are required to IT systems necessary to meet the strict supervision, but also to quickly meet business needs, but R & D center staff limited size, and therefore only through multi-project management in order to implement the overall strategy of the Bank.
R & D center organizational structure determines the need PMO. In fact, workers and peasants in the four lines between R & D centers are a total pay would center architecture department headquarters, among the sub-centers also need to strengthen co-ordination, and only through multi-project management potential, in order to maximize the value of R & D centers.
To Bank of China Software Center, for example, set up in the headquarters of the project management department, project management department to establish their counterparts in the sub-centers, linked by these upper and lower levels, and achieving multi-project management, software development so as to achieve maximum value for the Bank's strategy to provide technical support.
3. New software application development sub-centers PMO Practice
Bank of China Xi'an Software Center sub-centers established in May 2016, established two years, with the strong support of the headquarters, success quickly build their own PMO, protect the Bank of China Mobile Banking, the successful implementation of open platform, more than 30 projects in the course of this review Xi'an sub-center building PMO walked, empirical analysis summary.
3.1 PMO build
specific role of PMO in the organization's needs vary depending on the structure of the specific nature of the organization and the organization of differences, often act as the following three roles: as a supporter of the project management as project controller, as a manager of strategic projects. Therefore, it forms the following two relationships [3] and project management organizations:
1) staff agency
in this case, it is mainly to provide decision support, information processing and integration of senior officials, program managers or project managers and project management guidance support.
2) Decision Management
In this case, the focus is on the development of standards and systems, training of personnel and other administrative work.
As a newly established sub-centers, due to their product characteristics and different other sub-centers, therefore, before deciding to build the PMO, PMO have to figure out what type of construction. After analysis, then there are four sub-center projects, construction products and the migration from the headquarters of Bank of China's new generation of mobile banking, and the experience was the project manager of the development department are relatively lacking, therefore, taken to three migration projects and overall control for new mobile banking project support strategies accordingly arrange an experienced PMO members are responsible for the overall management of the migration project, and less experienced members of the PMO into the mobile banking project team, assist the project manager to complete project planning, project monitoring, milestone reviews and so on.
PMO members to enhance their ability to be critical. PMO members of the sub-center already has a wealth of experience in project management, but are engaged in the initial project management, PMO members of the system and therefore special arrangements Learning Center ISO9001 process system, especially the project management-related content, then please Headquarters project management experts to points central AC, rapidly enhance project management capabilities PMO members.
3.2 effectively play the role of PMO
1) to play the role of management control and decision support

migration to the new sub-center is the product's overall strategy of the Bank of China Software Center, the scope and progress of the plan must be completed, so that to ensure stable production, quality and personnel stability, time steps and migration developed for this purpose first overall migration planning, a clear migration strategy, migration requirements, according to the project requirements and choose the appointment of a project manager, project manager requires the development of sub-item plan based on the overall planning, PMO and project plan review solve approval form the implementation of the benchmark in the process of project operation, project tracking, analysis and control, dynamic allocation of project resources, the migration process can be traced back to check on a regular basis to report on the operation of each migration project to management, promote major issues ending, organize projects, to make the performance evaluation and allocation of the project and the project manager. Practice has proved that the migration project achieved the expected results, significantly ahead of the schedule to ensure the continued development of the product.
2) beyond supportive services
PMO docking development department, in addition to assist the project manager to complete project planning and monitoring, more importantly, to in-depth project, found the problems, suggest improvements from the institutional process. PMO sort out project requirements, found that mobile banking is due to the special nature of Internet products, experience is the top priority, so in addition to the needs of the business departments, as well as the views of the development departments of experience in design and development, but uneven, lack of uniform standards of experience, so the PMO requires the development departments to set up a unified demand management group to develop mobile banking experience design standards and requirements of the product after receiving the prototype department to draw demand. After a period of operation and promotion, both to enhance the consistency of the experience of mobile banking, but also enhance the overall demand for the development of skills, it can be said PMO must try for requirements management and change control. Bank of China Software Center has a better project management system, but each development department has its own peculiarities, especially the Internet product development, project management system may center had a chance to upgrade, only pilot development department. Such as the development version management sub-centers the first to introduce open source SVN, the pilot is gradually distributed version management tool GIT, and the entire center is also mainly in the use of CC. However, SVN, GIT how to manage in the end, is suitable for large-scale parallel use of personnel, development department and no clear procedures and instructions, resulting in code coverage, an issue Version Administrator headaches, for which version PMO co-managers, to develop internal departments version management approach, to both meet the requirements of the center, and easy collaboration between programmers goals, has been recognized by project managers and development department.
3) play the leading role in the process specification
Earlier described some examples of PMO assist the project manager for the completion of the project and the development process in the planning of the project, but the PMO more important role in the organizational aspects of the development process specification level. Bank of China Software Center has been integrated CMMI, ISO9001 and other domestic and foreign advanced management concepts, develop a better quality process system, but the Internet as a sub-center R & D base, agility is the mainstream, for PMO in conjunction with sub-centers agile practices for mobile Internet agile product development and testing integrated exploration and practice. The content of the existing processes and system documentation agile practice of in-depth study and organize, sort agile craft each project and workflow management activities, points, standard. Relying on production tasks to improve the implementation process, institutionalized procedures recommended in the project, quality, testing and other areas, and the formation of mobile Internet product development and testing agile integration process specifications on this basis.
4) the construction team of project managers, project management culture fostering
Bank of China Software Center has a sound growth path project managers, but there were only two sub-centers junior project manager, construction project manager echelon is work to be done, for the development of sub-PMO Center project manager training course system, training for project managers and so on through the weekend period, the project manager before the exam internal pre-exam in advance, etc., so project managers pass rate among the best in the center. Followed by the establishment of project management culture. First, the universal basic knowledge of project management, so that we have a common project management language and thought, through an internal bidding system, etc., selection and appointment of project managers, to project managers and loose with good space for development. Secondly, through the "Project Management Report", organized discussion or essay questions, subscribe to newspapers and books related to project management, organizational project management experience exchange, foreign exchange and other organizations to participate in activities, set off within the enterprise to learn and use project management, communication and Share climax project management.
5) to enhance the performance evaluation by the project manager enthusiasm
for the project how to evaluate it? Especially large commercial banks project R & D center. In addition to a measure of the project process and engineering data on the health status of the project, the process of implementation, human performance, quality situation tissue evaluation, by the operation of the production after the regular collection project goes into operation, so that business value to speak, so that the project manager from a sense of accomplishment in business value and sub-centers in the annual awards, established excellent project manager award given incentives.
4. New software research and development sub-centers PMO practice summary analysis
system path on the construction of the PMO, after a summary has been an effective method, contains six step system, referred to as: AIRMAC.
• Assess organizational project management environment (Assessing).
• Establish a PMO structure and function (Initiating Structures).
• enacted PMO architecture and system security (Regulating Assurance).
• Establish an Organizational Project Management Methodology (Methodology Development).
• Construction Site Manager (Acquiring Competence).
• Promote PMO guide and periodic assessment (Closing).
However, to quickly build and play the role of the PMO, will encounter a variety of practical difficulties, need to have superb interpersonal skills to effectively defuse resistance, conflict, and, also need to have professional indomitable spirit, is not easy to encounter difficulties compromise, so as to ensure PMO truly accepted by the organization, sum up experience, I believe that to quickly build an effective PMO, the following experience worthy of attention.
1) identify the location PMO
At construction of PMO, PMO members are hoping to once engaged in the development, on the one hand, because they feel leaders pay more attention to product development, the service is considered to PMO, the project management and administration, project assistant equivalent, did not really understand the value of project management On the other hand, they believe PMO department heads with the heads of other departments in the same rank and authority, it is difficult to coordinate across sectors. After a period of exploration, PMO members gradually realized that "PMO represent management project coordinator, responsible only to the highest levels of the organization, from the strategic point of view and to consider the relationship between the project, the project with the department, from the overall levels of the organization the integration and enterprise resource allocation, ensure the consistency of multiple projects business and corporate strategic objectives, and to ensure that enterprises make full use of limited resources across multiple projects "and therefore must adhere to both management and service, the most important thing is to find two balance persons. PMO right position, and gradually build up the confidence of members of the work and guidance on how to communicate effectively and to promote the issue, so as to enhance the enthusiasm of the members of the work.
2) pushing up the skills of the members of PMO
PMO members of the two main types of sources, one is turned directly from the development Gang, who served as project manager or project manager assistant, the other is transferred from other technologies such as QA management posts. Overall, PMO members of the project have less experience, the lack of systematic project management body of knowledge, and therefore can not be an effective project management system established to provide a good solution, it is difficult to project manager consultant for guidance on best practices, to this end the organization on a regular basis for new members to enter the PMO systematic training headquarters to learn or to arrange exchanges, and gradually develop skills.
3) thematic improve and enhance PMO members a sense of accomplishment
Short-term work can rely on passion, long-term work to rely on a sense of accomplishment, and PMO members to work after a period of time, feeling all day long to help clean up the rotten Bureau project manager, and after the success of the project is often said to be the project manager's credit, often complain work no sense of accomplishment, no credit only elbow grease. PMO members of the work is a multi-project management of global, innovation management is also required, so early planning and innovation management topics PMO year, which has completed two years of sub-central resource pool model, effectiveness and efficiency improvement, quality and overall project management thematic, not only to improve the practical management sub-centers, letting PMO members truly feel the results of their work, so as to enhance a sense of accomplishment members, stable performance work.
5. Conclusion
Bank of China Xi'an Software Center sub-centers is now running more than 30 projects, it is in the overall management of the PMO, groups of young project managers dared to let go of work, proved indeed to ensure the quality of spent points the center was established early.
Looking ahead, the Bank of China Xi'an Software Center sub-centers will continue to promote agility, DEVOPS other new software development philosophy, I believe PMO and sub-centers will be a rapid growth.
Ref
. [1] Project Management Institute Project Management Body of Knowledge Guide [B] Beijing: Electronic Industry Press, 2012.
[2] Lin Yi Yin, a new form of Ben Chow .PMO- EMPM organization [J] Harbin business. University (Social Science Edition), 2008 (2): 11-13
[3] Ji where wing, into a tiger applied Research project management office (PMO) in large-scale construction project [J] construction technology, 2006 (30). : 124-126.
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PMO comments contributing author: Zhou Jianguo
Bank of China Software Center Senior Manager, senior project manager with PMP certificate. As a combat-type project management practitioners, served as project manager for several major projects in China online banking, has accumulated a wealth of project management experience, in the early days of the Bank of China Xi'an Software Center sub-centers, sub-centers as head of Department of Engineering Management scratch train project managers, PMO team set up to establish a complete set of project manager training and evaluation of management systems.

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