Owner/Investor Project Management System Solution

AI + Project Management, The Future Is Here

Make project management seamless, interconnected, once-and-for-all, and fully transparent.

1. Overview

Jumitech's Owner/Investor Project Management System Solution is a scenario-based product centered on "construction projects". It improves construction efficiency by reshaping project organizational boundaries, collaborating internal and external enterprise resources, empowering project construction participants to become competent builders.

The system is characterized by "data, platform, ecology, connection, empowerment, and efficiency improvement", positioning itself as a project management system in the digital and intelligent era. Focusing on the improvement of "efficiency" in project management and the precipitation, accumulation, and reuse of "data", it creates for large enterprise groups:

A cross-regional and cross-organizational project collaboration platform
A visible, controllable, and traceable project management platform
An efficiency improvement platform for project communication, collaboration, and control
A data integration platform for the entire process and all elements of project management
An ecological cooperation platform connecting and empowering project participants

Realizing organizational online, communication online, collaboration online, business online, and ecological online for project management of large enterprise groups.

Jumitech's Owner/Investor Project Management System Solution has served nearly 100 customers, including Huawei, Vanke Group, CP Group, ZTO Group, Plateno Group, JD.com Group, Haid Group, Pou Sheng International, Xishan Coal & Electricity Power Group, Dashenlin Group, Huainan Mining Group, Lianyungang Industrial Investment Group, Yitai Group, Longsheng Group, Runji Group, Taihua Group, HNA Group, etc. These customers are all Fortune Global 500, China Top 500 enterprises or listed companies.

2. Customer Positioning

Large enterprise groups with multiple subsidiaries and branches. Their core business is not engineering construction, but in order to expand their core business, they must carry out business activities such as new construction, reconstruction, expansion, and relocation of production facilities and operating facilities, maintenance and technological transformation of large-scale equipment, and external equity investment.

Target functional departments include: Infrastructure Section, Infrastructure Department, Investment Department, Planning Department, Project Management Center, Project Management Department, etc.

3. Business Pain Points

1. Difficult annual investment plan management

Annual project inventory and carry-over are required; the preparation of annual investment plans involves repeated reporting, issuance, and negotiations between the group and secondary units every year, with a lengthy process consuming a lot of human and material resources; the adjustment of annual investment plans is even more time-consuming and labor-intensive.

2. Difficult project approval

How to streamline processes and accelerate approval speed? How to allocate funds and determine investment priorities? How to evaluate project importance and priority? How to establish and continuously optimize investment calculation models?

3. Difficult project progress control

Segmented management among various functions leads to delayed transmission and circulation of project data and information; the planning, execution, and control system for key milestone plans, master control plans, and various special plans has not been established, making project progress control difficult.

4. Difficult project investment control

How to connect data throughout the entire process from estimation, preliminary estimate, budget, contract, payment, settlement to final accounts? How to control project changes and visas? How to achieve effective hierarchical control? How to accumulate project cost data?

5. Difficult project acceptance and post-evaluation

How to effectively accumulate construction process data and documents? How to conduct data-supported project post-evaluation and audits by compliance departments?

6. Difficult reporting of various investment statements to higher authorities

To meet the reporting requirements of higher authorities for various types of statements, the group needs to collect data from various secondary units, which is a time-consuming and labor-intensive process.

7. Lack of professional personnel and backward management methods

Lack of effective management of project progress, investment, quality, safety, and process documents; project progress, investment, and quality are invisible, uncontrollable, and untraceable.

8. Low project promotion efficiency

Internally, it is necessary to connect with enterprise functional departments (such as development planning, procurement, finance, user departments, etc.); externally, it is necessary to manage subcontractors (designers, supervisors, constructors, equipment and material suppliers), resulting in low project promotion efficiency.

9. Lack of professional management tools

Existing enterprise IT systems such as OA, ERP, and procurement systems are not professional project management systems; project management processes are attached to existing OA, ERP and other systems, which are not professional enough, making data statistics and aggregation difficult.

10. Lack of data connection and integration

There is an urgent need to take projects as the main line to make project data and information scattered in various functional departments and IT systems flow, connect, and aggregate among various functional departments and IT systems.

4. Solution Architecture

1 Empowerment and efficiency improvement

Empower approval managers, project managers, design supervisors, procurement supervisors, cost supervisors, engineering supervisors, quality and safety engineers, and document engineers to enhance collaboration across organizations, departments, and professions.

2 Build Core Operational Capabilities

Build capabilities in approval management, design management, procurement management, on-site construction management, planning and progress control, budget and cost management, and QHSE management.

3 Form an open innovation ecosystem

By reshaping enterprise organizational boundaries and sharing digital services, subcontractors and suppliers can be integrated into the platform to form an open and innovative ecosystem.

4 Improve Service Experience & Drive Revenue Growth

Centered on internal customers (user departments), provide high-quality, online, and transparent engineering construction services to help the company improve production capacity and revenue.

5. Function Architecture

Platform Operator

The platform adopts private deployment and multi-tenant architecture. Project participants can be incorporated into the platform through enterprise registration and review to collaborate and complete project construction.

Project Management Best Practice Library

Includes business component libraries, business process libraries, data template libraries, and standard specification libraries for multiple industries and different project types.

Business Scenario Configurator

Configure different business components, business processes, data templates, and standard specifications for different project types. For insufficient functions, extended development can be carried out through the extended development platform to achieve "one platform, multiple applications".

Access Layer

Portal, PC terminal, APP terminal, and interface integration with third-party systems, including personal center, role center, business center, collaboration center, and project center.

6. Core Values

A Visible, Manageable, and Retainable Project Management Platform

Visible

Through the project management cockpit, digital large screen, video surveillance, BIM+, and automated periodic reports, the decision-making level and management can see the implementation of the annual investment plan, as well as the progress, investment, quality, safety, problems and risks of single projects, multiple projects, project groups, and project portfolios.

Manageable

Based on goal management and cybernetics, it realizes effective control of project planning and schedule, budget and cost, quality and safety, changes and visas, and monitors and warns of project progress, investment, quality, safety, documentation, problems and risks.

Retainable

Through the project database under implementation, the historical project database after the project closure, and the project management best practice database summarized and extracted, a total of 3 databases are used to accumulate and reuse project data.

An Efficiency Improvement Platform for Project Communication, Collaboration, and Control

Improvement of project communication efficiency

Project participants discuss and communicate online with business objects such as schedules, contracts, drawings, models, and changes, including text, on-site pictures, voice, video, online meetings, documents, and three-dimensional models, and the communication process records are permanently stored.

Efficiency improvement of project collaboration

with the project as the main line, the plan as the leader, and the task-driven, through key chain project management, find business bottlenecks, solve blockages, increase project liquidity, and achieve orderly and efficient collaboration across organizations and departments.

Efficiency improvement of project control

Through hierarchical and hierarchical management of planning, rolling planning, interface planning, through quality and safety PDCA cycle, and through project document control, the transmission of data and information is transformed from traditional offline transmission to online, effectively improving the efficiency of project control.

A data integration platform for the whole process and all-element management of the project

The project management system is essentially a project-oriented system that integrates, connects, pulls, and aggregates data with the existing IT system of the enterprise. The core task is to "take the project as the main line to guide, coordinate, and task-driven, and realize that project data and information are guided by the project stage, Transmit and flow in various professional systems according to project tasks, avoid information silos, and improve collaboration efficiency. These systems include: ERP system, procurement system, OA system, BPM system, MDM system, financial system, fund payment system, enterprise network disk, contract and legal management system, budget system, enterprise WeChat, DingTalk, Feishu system, etc.

An Ecological Cooperation Platform Connecting and Empowering Project Participants

With the project as the carrier and the portal as the entrance, enterprises in the upstream and downstream industrial chain (such as consulting companies, designers, supervisors, and subcontractors) are included in the platform, and through enterprise registration and settlement, from internal collaboration to external collaboration, and an ecosystem is built. Business scenarios of external collaboration include: cross-organizational multi-level and multi-level planning and schedule control, online document sending and receiving, online design collaborative management, online bidding, online quality and safety problem rectification, online change visa approval management, online output value filling and payment application, etc.

7. Application Benefits

40%↑

Efficiency improvement in annual investment plan and project approval

For customers such as Huainan Mining Group, Yitai Group, Xishan Coal & Electricity Power Group, the preparation, approval, and issuance of annual investment plans among the group, subsidiaries, and secondary units have been transformed from offline to online efficient collaboration, with project efficiency improved by 40%.

60%↑

Efficiency improvement in project compliance audit and post-evaluation

Customers such as Huainan Mining Group, Yitai Group, Xishan Coal & Electricity Power Group, ZTO Group have realized full-process and all-element digital management of investment projects. The efficiency of compliance audits and project post-evaluation by financial audit departments has been improved by 60%.

10%↑

Improvement in plan achievement rate

Through plan formulation and progress control and multi-level plan collaboration, customers such as Vanke Group, ZTO Group, Fuyao Glass Group, and Huawei Infrastructure have significantly shortened project construction periods. The project plan achievement rate has increased from 70% to 85%, an increase of 15%.

5%↓

Cost reduction

Customers such as Pou Sheng Group, Sumec Group, JD Five-Star Group, Haid Group, CP Group have effectively controlled project costs through estimation, preliminary estimate, budget management, contract management, change and visa management, and settlement management. The cost of individual projects has been reduced by more than 5%.

15%↑

Improvement in quality and safety management level

Customers such as JD Five-Star Group, Ping An Bank, Haid Group, ZTO Group have reduced safety accidents and improved on-site management capabilities through APP-based quality and safety inspections and unqualified item rectification. The quality and safety management level has been improved by 15%.

15%↑

Improvement in collaboration efficiency

Customers such as Huainan Mining Group, Yitai Group, Xishan Coal & Electricity Power Group have realized full-process, all-element, all-participant, and full-scenario collaboration from investment planning, project approval, design, procurement, construction to handover. The overall collaboration efficiency has been improved by 15%.

Data Source: PMI (Project Management Institute) evaluation indicators for project management system application effects and statistics on the application effects of Jumitech XPM+ platform in typical customers (2012~2023).

8. Function Modules - Process Dimension

Function Module	Module Description
Annual Investment Plan	Strategic planning, annual goals, annual plan preparation guidelines; preparation, reporting, aggregation, balancing, and issuance of annual plans; adjustment of annual investment plans; actual completed investment statements; report output to SASAC.
Project Investment and Financing Management	Investment clue management, investment plan management, project financing plan and financing progress management.
Project Approval and Creation	Project proposal, feasibility study report, preliminary design; project evaluation and decision-making, "Three Importance and One Great" review; project creation, project information adjustment.
Project Initiation and Planning	Project manager appointment; personnel transfer, project team maintenance; project handover, project kick-off meeting; project collaboration unit, project address book; overall project planning and project sub-planning.
Project Preparatory Work, Approval and Compliance Management	Project pre-approval plan, pre-approval procedure handling, pre-approval document filing.
Project Design Management	Special design plan; design commission or design contract; design drawing upload, download, distribution, and reception; design review (online drawing viewing and annotation), design disclosure, and design changes.
Supplier Access and Evaluation Management	Supplier access invitation, inspection score sheet, access application, and supplier database management; daily monitoring, supplier evaluation template, evaluation, activation, blacklisting, and special approval for use; docking with Qichacha; 360-degree supplier information query.
Project Bidding and Procurement Management	Special procurement plan; contract planning, bidding document issuance, query and reply, bidder quotation, bid evaluation experts, bid opening records, bid determination review, bid winning announcement, bid winning notice; procurement documents and data; collection and refund of bid security.
Project Construction Management	Special construction plan, construction scheme, construction organization design, construction preparation, start-up management, shutdown management, resumption management; technical disclosure, construction log, construction documents and data.
Project Commissioning and Trial Operation Management	Special commissioning and trial operation plan; commissioning scheme, commissioning records, commissioning summary; trial operation scheme, trial operation records, trial operation summary; problem rectification.
Project Completion Acceptance Management	Phased acceptance, pre-acceptance, special acceptance, completion acceptance; handover plan, handover list; physical handover; acceptance records.
Fixed Asset Transfer Management	Preparation and adjustment of fixed asset list, asset evaluation, asset registration and notification; integration with fixed asset management system.
Project Summary and Post-Evaluation Management	Professional summary reports, project summary report, project summary meeting and meeting report; project post-evaluation records.
Project Handover Management	Handover plan, handover list; physical handover; acceptance records.
Project Warranty Period and Operation and Maintenance Management	Operation and maintenance projects, operation and maintenance work orders, fault reporting; maintenance scheme; maintenance budget preparation; issuance of maintenance task orders.
Project Closure Management	Outgoing contract settlement, outgoing contract closure; final accounts of completed projects; project closure checklist; project closure.

9. Function Modules - Management Dimension

Function Module	Module Description
Project Plan Formulation and Progress Control	Standard task library, plan templates; formulation and approval of key milestone plans, master control plans, and special plans; multi-level plan linkage; task push, task execution and feedback; progress monitoring and early warning, plan adjustment, and progress assessment.
Functional Plan Formulation and Progress Control	Standard task library, plan templates; formulation and approval of functional plans; task push, task execution and feedback; progress monitoring and early warning, plan adjustment, and progress assessment.
Project Bill of Quantities Management	Project bidding bill of quantities, project contract bill of quantities; reporting, review, and confirmation of project bill of quantities completion status; summary statistics of completed project output value.
Project Outgoing Contract Management	Outgoing contract entry and review, outgoing contract accounting book; contract changes, supplementary agreements; contract claims, counterclaims; contract rewards and penalties; contract termination, suspension, resumption; contract settlement; contract closure checklist, contract closure.
Project Contract Payment Management	Confirmation of contract payment nodes; reporting and confirmation of contract bill of quantities; contract payment node accounting book, contract bill of quantities payment accounting book; contract payment application, non-contract payment application; payment application accounting book, invoice reception.
Project Fund Plan Management	Binding of contract payment nodes, bill of quantities with project progress plan; project monthly fund plan, company monthly fund plan; project annual fund plan, company annual fund plan.
Project Budget and Cost Control	Project expense items, project expense worksheet templates; definition of project expense items and project expense worksheets; formulation and approval of project estimation, preliminary estimate, and budget; project actual cost collection; project cost overrun early warning.
Project Document Management	Project document directory and document templates; drafting, approval, distribution, reception, borrowing, filing, query and retrieval, authorization, download, and version management of project documents; online document co-editing, project document control list.
Project Quality Management	Quality planning, quality standard library, quality inspection templates; quality inspection plan, quality inspection (APP terminal), unqualified item rectification, statistical analysis.
Project Safety, Environment, and Occupational Health Management	HSE inspection templates, start-up filing, high-risk projects, safety education, safety inspections, hidden danger rectification, mechanical equipment, special operations personnel, emergency response, accident quick report, safety penalties, work permits, team morning meetings, etc.
Project Inspection Management	Project inspection templates, project inspection plans, project inspections, project inspection rankings, quality unqualified item rectification, safety hidden danger rectification.
Project Communication Management	Project address book; announcements, news, notifications; work contact forms, meeting management, meeting minutes, tracking of meeting resolutions; incoming document management, outgoing document management.
Project Problem/Coordination Management	Proposing, solving, and closing problems (coordination required items); problem (coordination required items) list; conversion of problems (coordination required items) to risks; precipitation of problems (coordination required items) into lessons learned.
Project Risk Management	Risk list templates; risk identification, risk monitoring, risk closure; early warning settings for schedule delays, cost overruns, personnel overload, quality and safety risks.
Project Change Management	Contact forms, change orders, visa forms; project plan changes, project budget changes, project deliverable changes, project personnel changes, project change history sheet.
Project Phase and Status Management	Project phase templates, project phase definition, project phase review, project node review; project start-up, project suspension, project resumption, project termination.
Lessons Learned Management	Lessons learned horizontal expansion matrix; precipitation and approval of lessons learned; horizontal expansion of lessons learned; query of lessons learned library; intelligent push of lessons learned.
Program and Portfolio Management	Program and portfolio definition; project priority ranking; program and portfolio data analysis.
Project Periodic Reports	Definition of periodic report elements; setting of periodic report templates; automatic generation, sending, and viewing of periodic reports.
Project Management Cockpit	Overall dashboard, multi-project/program, portfolio, single project dashboard; special dashboards for project progress, investment, contracts, quality, safety, and project documents; special dashboards for project approval, design, procurement, construction, acceptance, problems, and risks.
Business Component Library	PC terminal business components, APP terminal business components, custom component library; project progress management business components, project cost management business components, project quality management business components, project document management business components, etc.
Business Process Library	Business process drawing, business process release; project delivery visualization; data flow automation; identification of project delivery bottlenecks.
Standard Specification Library	Classification of standard specifications (national, industry, enterprise); upload of standard specifications; query and retrieval of standard specifications; borrowing and cancellation of standard specifications.
Historical Project Database	Databases of historical project progress, cost, quality, safety, contracts, documents, etc.; query, retrieval, and reuse of historical project data.
Data Template Library	Project role templates, project phase templates, project plan templates, expense item templates, drawing document directory templates, project quality inspection templates, project safety inspection templates, project inspection templates, contract templates, etc.
BIM+	Integration of BIM engine; lightweight browsing of BIM models; integration with project progress, cost, and document data.
APP Terminal	Pending approvals, responsible matters; message notifications and early warnings; task push, progress feedback; quality inspection, photo taking, rectification; safety inspection, photo taking, rectification; attendance checking and sign-in of project department and subcontractor personnel; viewing of project center and cockpit data.

10. AI Empowers Project Management

Jumitech has long been committed to the research of project management theories and practices. We have deeply insight that the application of AI in project management is evolving from a tool to a partner, and even to a strategic core:

AI as Project Assistant

ChatBots: Natural language dialogue. Automate repetitive tasks and free up human resources.

AI as Project Advisor

Reasoners: Basic reasoning and question answering. Provide data analysis and preliminary suggestions to assist decision-making.

AI as Project Partner

Agents: Execute tasks on behalf of users with independent action capabilities. Deeply participate in processes for real-time collaboration and reminders.

AI as Project Expert

Innovators: Participate in invention and creation to enhance human creativity and innovation capabilities. Provide professional-level management suggestions and solutions in specific fields.

AI as PMO

Organizations: Undertake the entire organizational function to independently manage and execute complex operations. Conduct resource coordination, strategic alignment, and effectiveness evaluation from an organizational-level project management perspective.

Jumitech XPM+ platform deeply integrates artificial intelligence technology to create an intelligent application matrix covering the entire project lifecycle. The following are detailed explanations of the core AI functions that have been implemented:

1 AI-assisted project review

Use natural language processing and machine learning models to conduct multi-dimensional intelligent evaluation of project proposals, analyze strategic compliance and potential risks, provide data-driven project approval for decision-makers, and improve investment success rate from the source.

2 AI-assisted project planning

Based on historical project data and industry best practices, it automatically generates a first draft of a project plan with a rigorous structure and reasonable task decomposition, embedded with intelligent scheduling logic, significantly improving the efficiency and scientificity of planning preparation.

3 AI-assisted project plan review and optimization

Acting as a "senior planning expert", it intelligently identifies logical conflicts, resource overload, and critical path risks in the plan, and provides specific optimization suggestions to ensure a robust and reliable project baseline.

4 AI-assisted project resource allocation, scheduling, and optimization

Build a dynamic "resource smart brain" to monitor resource load and skill matching in real time, simulate the impact of different scheduling schemes, and recommend optimal solutions to maximize resource utilization.

5 AI-assisted project budgeting

By analyzing historical cost structure and market data, it quickly generates detailed and reasonable budget drafts, improving the accuracy of cost forecasting and reducing the blindness of budgeting.

6 AI-assisted project budget review and optimization

Automatically detect outliers and potential over-fulfills in the budget, propose cost optimization plans through multi-scenario simulation, and strengthen project cost control capabilities.

7 AI-assisted project document catalog generation

According to project types and industry specifications, standardized document catalog frameworks are intelligently generated with one click to ensure the standardization and integrity of project document management.

8 AI-Assisted Project Deliverables

Intelligently generate high-quality first drafts of key deliverables based on project tasks and knowledge assets, freeing up the productivity of project members and allowing them to focus on creative work.

9 AI-assisted project deliverable review and verification

Preset quality standards, automatically verify the consistency and integrity of deliverables, quickly identify errors and omissions, and act as the first intelligent quality checkpoint.

10 AI voice quick input project daily and weekly reports

Deeply integrate speech recognition technology with project management scenarios, and the spoken content can be automatically converted into structured reports, revolutionizing the efficiency and experience of information entry.

11 AI voice quickly inputs task progress

In mobile office scenarios, update task progress in real time through voice, and automatically synchronize information to the system, ensuring seamless collaboration and real-time accuracy of data.

12 AI quickly generates project periodic reports

Automatically aggregates project data according to preset periods and generates professional reports with pictures and texts within seconds, allowing managers to grasp the overall picture of the project at any time and with one click.

13 AI project data intelligent Q&A

Create a "talking" project database that supports natural language questions (such as "Project A's cost deviation rate this month?" Get accurate answers instantly and democratize data.

14 AI quickly generates project charts and graphical data

Visualize complex data relationships and automatically generate the most suitable charts (such as burndown charts and resource bar charts) according to instructions, allowing you to understand the project status at a glance.

15 AI-assisted project health inspection and risk identification

Serve as the "intelligent physical examination center" of the project, continuously monitor key indicators, quantify health scores and proactively identify risks, provide root cause analysis and response suggestions, and achieve a leap from passive response to active management.