As soon as he graduated from college, Li Gang was recruited by the general manager into the system integration department of Boteng Company. Not long ago, Boteng Company prepared to undertake the equipment management information system project of Beijing Analytical Instrument Factory. Mr. Gao gave the task of making the "scheme design book" to Li Gang. Li Gangman thinks that with his own knowledge of software and hardware and the information collected about equipment management system, he can finish the scheme design book soon. However, Li Gang soon found that according to his design, the cost of hardware and wiring products alone has far exceeded the budget, and if advanced management systems are introduced, the budget will be higher. As a last resort, Li Gang had to consult the experienced Zhao Gong. Zhao Gong pointed out: Li Gang's scheme design is too idealistic and does not take into account the reality of customers; In view of the existing conditions of North Branch, we should focus on the infrastructure construction of hardware platform. Software development can only be done first by finding the most urgently needed functions of customers, and other contents can be done in future projects, so it is impossible to "eat fat"; In addition, the prices of some products are also difficult to be recognized by users. Zhao Gong suggested that Li Gangduo hold a meeting with colleagues in the sales department, system integration department and software department to fully discuss the design scheme. Finally, Zhao Gong also put forward some suggestions on the content structure of the scheme design book, such as: analyzing the customer's needs, attaching the technical data of the product, and so on. Li Gang realized that a seemingly simple design book actually has so many doorways. It seems that unlike graduation thesis, you can't make a design book just by being familiar with technology and products. After completing the customer demand investigation and demand analysis, the solution service provider should start to make the solution design book (also called the tender). The scheme design book will fully express the designer's understanding and analysis of customer needs and the solutions for customer needs. Usually, a "scheme design book" should be completed by pre-sales engineers, system integration engineers and software engineers. The scheme design book includes overview, demand analysis, network architecture technology, software module, project management, budget and accessories. Let's introduce them one by one. Overview and demand analysis are essential. Overview is essential as a prelude to the scheme design book. "Overview" usually explains the development trend of the customer's industry, the advanced management mode abroad, and the purpose and significance of this scheme. Customer technical leaders are familiar with most of these contents, and will pass by and directly look at the network architecture and software modules behind them. But this part must not be saved, because the leaders of the client company often pay attention to this information, and a good overview can even increase the goodwill and trust of the company's decision makers to the service providers. The purpose of requirement analysis in the scheme design book is to let the customer know that the scheme designer has fully understood the customer's problems and needs and can provide the solution with the lowest risk and the greatest benefit. Requirements analysis generally includes system technical requirements, system design requirements and system functional requirements. Generally speaking, considering the growth of customer business, there is also a need for system or function expansion. The description of requirements analysis must be in the designer's language, and it is forbidden to copy the words that have already appeared in the requirements proposal. Moreover, the analysis must respond to all the terms put forward by customers, otherwise the project bidding may fail. If some requirements cannot be met, the designer must explain the reasons and propose alternatives. System design (network architecture) and application module are the core of system design, and the development of application module is the core of IT project. So their expression is also the core content of the scheme design book. System design is a general description of the design idea of IT hardware platform. Generally emphasize your design principles, such as high reliability, high performance, openness, compatibility and so on. At the same time, we must explain important design ideas in a way that customers are familiar with, from the perspective of IT specialty, and through the combination of charts and words such as topology diagram, so that customers can understand the results of the scheme more intuitively. Remember, before seeing the results, the customer's mood is like spending money to buy a few sheets of paper. At this point, pay special attention to the presentation of expected results. If you can show your design and innovation in a chart that is easy for customers to understand, it will be easily recognized. At the same time, the outstanding features of the network architecture should be clearly expressed in striking typesetting words, so that customers can directly understand the characteristics of the system. The development of application module is the most technically difficult part of IT project, and it is also the most prone to change and risk. Therefore, in the scheme design, the software, technical standards/protocols, technical parameters, manageability, technical characteristics and software performance of the application module must be accurately defined, and at the same time, the technical difficulty and budget should be fully explained, so that customers can make full preparations in advance, which can greatly reduce the difficulty of project change management and risk management. Different application modules are actually different business systems. Therefore, when designing the application module, we should consider the characteristics of the business and the detailed requirements of a single business operation specification, and give an accurate description of a large number of forms and data logic. At the same time, how to realize the seamless link between business process specifications in technology also needs to be fully explained. The application module diagram basically includes module topology diagram, business flow diagram, system structure and business flow diagram. Project management, budget and accessories: the process of project implementation is also the process of project management. Describing project management can help customers understand the progress of the project and ensure that solution service providers can achieve their goals on time and receive the expected results. Here, I would like to remind the solution service providers that designers must pay attention to the introduction of relevant experience. For example, in the previous project, how did the solution service provider solve the similar problems of customers, what was the result, and so on. These experiences are what customers value most. This helps customers to understand the project execution ability of solution service providers, and can also enhance their trust in solution service providers. Project budget is one of the most concerned issues for customer decision makers. Therefore, when making a budget, we must clearly write down the standards of each budget and the reasons for the expenditure, which is extremely beneficial to the later bidding. In addition, for long-term projects, special attention should be paid to the factors of rising prices and unexpected expenses when budgeting. The best solution is to set up a special reserve fund. "Kung Fu" other than scheme design suggests that distributors should recruit good cartographic experts, and the methods of making various tables should form a kind of enjoyment of knowledge within the company, so that technology, sales and pre-sales can make good charts. In addition, different charts support different contents, such as showing topology diagram of network structure, flow chart of workflow and Gantt chart of progress management. There are many kinds of charts, so we should pay attention to the standardization of use. Contents of project management in the scheme: ★ change management ☆ risk management ☆ deliverable management ☆ process management ★ human resource management ☆ expert comments on communication management "Scheme Design Book" is the crystallization of pre-demand investigation and demand analysis, the first product of integrators, the key stepping stone to win the project, and the blueprint for project content and implementation in the contract. Organize all your elites and go all out!