A large state-owned energy group is a backbone energy enterprise of the central government. It is a pilot enterprise for the reform of state-owned capital investment companies and the establishment of a world-class demonstration enterprise. It has 8 industries including coal, thermal power, new energy, hydropower, transportation, chemical industry, technology and environmental protection, and finance. plate and other whole industry chain businesses.
In order to implement the requirements of the State-owned Assets Supervision and Administration Commission's "Notice on the Special Rectification of the Central Enterprises' Implementation of the "Headquarters Organization" Issue" and carry out the work of sorting out the industry-wide index standard database, the Group joined hands with Yixin Huachen to build an index standard management and control platform, which serves as the basis for the index database sorting work. The technical support platform builds and forms a management closed-loop of continuous updating of the group's index standards from compilation, maintenance, distribution, and application, effectively promotes the shared use and quality improvement of index standards throughout the group, and provides standardized and unified management for the group's business operations and leadership decisions. Indicator standard service.
▏Case keywords: index management index standard index system
0 1 Construction ideas and goals
1. Construction goals
Index standard system management: sort out and complete the list of industry-wide index standards for the headquarters of the group, and carry out the construction of the index management and control system.
Index standard management: build a management and control platform that meets the requirements of index standard management, and carry out index standard management.
2. Construction path
① "Group Data Asset Management Measures", as the upper-level system of the group's data system, guides the establishment of follow-up systems and the development of work;
② Set up a group data resource service team with the Digital Division of the Ministry of Information Technology and the data resource service team of the information company as the team to coordinate and carry out the operation of data projects;
③ Under the guidance of the "Group Data Assets Management Measures", formulate the "Group Data Subject Domain Framework Specification", and expand on this basis to form a group index classification system framework;
④ Sorting out the group’s industry-wide basic indicators, following the management requirements of the Group’s Subject Domain Framework Specifications, Index Data Definition Specifications and Indicator Data Management Measures, constructing the group’s industry-wide basic category indicator database, and realizing the continuous improvement of the indicator database. dynamic management;
⑤ Relying on the indicator standard management and control tool platform to realize the whole process management of indicator data and support various applications of indicators;
⑥ The tool platform follows the "Overall Plan Design for Group Data Resourceization" and combines the feasibility study plan for the construction of a data center to build an index data management and control platform;
⑦ Solidify the management requirements such as responsibilities and processes in the "Group Indicator Data Management Measures" on the indicator data management and control platform to make it meet the group's management and control requirements for indicators, and verify and improve it in practice.
0 2 Construction content
The first stage: building a group indicator management and control system
The "Group Index Data Management Measures" defines the responsibilities and management processes of all parties. The "Group Indicator Data Definition Specification" defines the indicator data standard, and stipulates the business attribute, technical attribute and management attribute of the indicator data standard.
The second stage: combing indicators
An important step in the indicator implementation process is to sort out the indicators. By collecting the relevant report data of the group's unified construction application system, confirm the scope of the indicators, sort out the business system and related reports, identify the indicators and dimensions in the reports, and record the dimension values that appear, and finally carry out Data standards are confirmed and supplemented to form an indicator library.
△Indicator combing steps
The third stage: index system construction
Yixin Huachen provides complete product-level solution functions for the management platform, including data standards, data analysis, workflow, and organizational user permissions.
△System architecture
Build an indicator management platform, from the perspective of operation interaction, combined with the "Indicator Specification" and "Indicator Management Measures", to achieve the following functional requirements:
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Index system management : Realize the tree display of new groups under the standard set, support the filtering and display of data standards by directory nodes, and realize the three-level index tree display of group indicators.
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Index standard management : realize the creation, modification, deletion, query, import, export, and version record of index standards.
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Index standard rights management : realize the ability to assign rights according to standard set attributes or expressions, and support splitting of full control, new creation, and viewing functions in terms of permissions.
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Dimension management : including basic functions such as creating, modifying, deleting, and querying dimension standards, including basic functions such as creating, modifying, deleting, and querying dimension system classifications, supporting the relationship management function between dimension standards and system classifications, and supporting dimension standard version management functions , supports the batch import and export function of dimension standards.
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Derived indicator management : Automatically generate derived indicator standards based on basic indicator standards and dimensions selected by users.
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Index review release and version management : Realize single index, batch index standard release review and independent version management. The system supports the division of workflow by the main responsible department according to the index standard submitted by the user, and realizes the approval of index data standard according to the business department.
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System integration and interface : realize the system integration with the group's unified identity authentication, organize employee master data, and portal to-do; realize the index standard and dimension data push interface with the data lake.
△ Realize three types of views and five types of functions
0 3 Project effectiveness and value
Through business research, the Group conducted index sorting and index system planning, and completed the establishment of a three-tier index system for strategic development, business operation, and management support, and achieved a total of more than 1,700 indicators and their standards. Through Yixin Huachen's index management and control platform, the functions of index management and maintenance, index checking, index retrieval, and process management have been realized for business personnel, technical personnel, and management personnel, and the problems of unified storage and classified management of enterprise indexes have been solved, and the index has been completed. Realize the integration of indicator construction and analysis.
1. Overall management and control of the group's index data, avoiding the duplication of different business systems, improving the index quality of the business system, standardizing the index control process, etc., greatly increasing the value of the enterprise's data assets.
2. Unify processes, personnel, and operations to ensure the uniqueness, reliability, and authority of indicator data standards.
3. Pave the way for the overall construction of data governance and data assets, and finally form a complete data governance system.
