Exploration and practice of building an organization-level project management system in the securities industry from 0 to 1

Mr. Lou Pengcheng, head of PMO of the information technology headquarters of Soochow Securities Co., Ltd., was invited to be a guest speaker at the 12th China PMO Conference 2023 hosted by PMO Review. The topic of the speech was: Exploration and practice of building an organization-level project management system in the securities industry from 0 to 1. The conference will be held in Beijing on August 12-13, so stay tuned!

Brief topic:

The digital transformation of the securities industry started relatively late. As a medium-sized securities firm, the company’s business mostly adopts a follower strategy. This poses all-round challenges to the IT department. In the VUCA era, we are required to temper the spiritual core of "proactivity, agility, insight, and foresight", balance the relationship between delivery, strategy, and operation, and create a value-oriented agile organization.

This topic introduces the implementation process of the organization-level project management system and target management system from 0 to 1, details the problems encountered in the early stage of construction, the obstacles encountered in the promotion of the system and the key methods to solve the obstacles, the experience of the PMO organization in the process of maturing the system, and the value and improvement brought by the system to the organization. We will discuss how to adapt the textbook-style management knowledge to the actual situation, how to unify the cognition in project management and R&D management, how to create a simple and easy-to-use organizational project management platform, how to adjust the deviation of the organization in performance management, and how to promote OKR to re-stimulate the initiative and enthusiasm of state-owned enterprise employees.

It is hoped that by sharing the "pitfalls stepped on" and "detours taken" in the construction process from 0 to 1, it will inspire everyone to establish an organizational project management system that is compatible with corporate culture, truly make project management the core advantage of corporate competition, help open up the optimal path from strategy to tactics, and from execution to performance, and maximize management benefits by focusing on management shortcomings and cross-domain portfolio management.

Guest introduction:

Lou Pengcheng, head of PMO of Soochow Securities Information Technology Headquarters, has a certificate of information system project manager, graduated from the Software College of Nanjing University with a bachelor's degree, and graduated with a master's degree from the Business School of Nanjing University. He has been engaged in project management for ten years. He used to be the R&D project manager of Bank of China Fujian Branch and the R&D project manager of Bank of China Suzhou Branch. Since he joined Soochow Securities in 2018, he has established an organizational-level project management system suitable for IT project management of medium-sized securities companies from 0 to 1, led the construction of self-developed organizational-level project management platforms, established a process system covering the full life cycle management of more than 100 projects per year, compatible with various R&D models such as waterfall and agile, guided the value delivery efficiency and input-output efficiency of projects, and established a performance evaluation index system for projects and project managers. Establish a goal management system from 0 to 1, lead the construction of a self-developed goal management platform, and absorb advanced industry experience to achieve high-frequency alignment and review of OKR in a small area.

Conference Brief--The 12th China PMO Conference in 2023:

The 12th China PMO Conference 2023, hosted by PMO Review, will be held in Beijing on August 12-13. The theme of the conference is "Embracing Change to Show the Power of PMO". At present, more than 50 PMO leaders, program managers, project managers and agile coaches from well-known Internet, software development, finance, electronics, automobile, medicine, energy, new materials and other manufacturing industries have accepted the invitation of the organizing committee to speak.

Content framework of the conference: On the first day of the conference, there are 2 parallel main forums, namely the main forum (1): PMO and organizational change and main forum (2): PMO and organizational strategy. On the second day, there are 5 conference rooms and 8 sub-forums in parallel, namely multi-project management sub-forum, project management system sub-forum, AI and project management sub-forum, R&D project management sub-forum, project management digital sub-forum, project manager sub-forum, agile development sub-forum and project management comprehensive sub-forum.

Topic content direction: PMO and change, PMO and strategy, PMO formation and operation, project governance, organizational project management, project management standardization, project management system, multi-project management, program management/programme management, project portfolio management, project management certification, R&D project management, project management digitization, project manager, project team, project stakeholders, project risk management, agile development and agile transformation, etc.

For the detailed topic description and personal introduction of each speaker of this conference, please visit the only official website of the conference, PMO Comments.

China PMO Conference:

The China PMO Conference is an annual grand meeting of PMO professionals across the country hosted by PMO Review. It is a high-end meeting and exchange platform for the industry to understand the cutting-edge theories and information of PMO, share best practice experience of PMO, and highlight the value of PMO. So far, the PMO Conference has been successfully held for 11 sessions. In each conference, outstanding PMO practice elites will come to the conference to give speeches and share. The exchanges and learning at the conference are very enthusiastic, and it has become an annual PMO event that is becoming more and more popular in the industry.

Sponsor PMO Comments

PMO Review is currently the only portal website for PMO professionals in my country. This site gathers the latest PMO information, cutting-edge ideas, and best practices, and is committed to promoting the progress and development of PMO in my country, becoming the most active and influential high-end PMO communication platform. PMO Review owns three major conference brands: China PMO Conference, China Project Manager Conference and China Agile Conference.

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Origin blog.csdn.net/ipmc2017/article/details/131809393
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