GB/T 23005-2020Integration of informatization and industrialization management systems - Consulting service guidance (English PDF)

4.2 Implementation policy

4.2.1 The overall implementation plan for consulting services needs to fully implement the relevant requirements of GB/T 23002-2017 and this standard, and consulting services should run through The whole process of the construction and operation of the new capacity system and the continuous improvement mechanism.

4.2.2 The consulting service agency needs to guide the organization to effectively play the role of the main body, and promote the full participation of the organization's top management, related functions and levels. And effective coordination.

4.2.3 The resource input of consulting service agencies needs to be sufficient, timely and effective, the service process needs to be dynamically optimized, closed-loop controllable, service results need to be quantified, and knowledge methods need to be effectively transferred.

4.3 Self-discipline policy

4.3.1 The consulting service organization shall abide by professional ethics, keep business secrets, respect intellectual property rights, be professional and honest, and be open to cooperation.

4.3.2 Consulting service organizations need to consciously persist in learning, continue to improve professionalism, and continuously improve service capabilities and standards.

4.3.3 Consulting service agencies need to closely focus on the urgent needs of digital transformation and strengthen the use of services for industrial transformation and upgrading and high-quality development. Responsible for life, seize the major opportunities of the information revolution, take the initiative to take on the severe challenges brought about by changes in the development environment, and build a co-creation, co-construction, sharing, and self-discipline Open up the service ecology, open up a new space for consulting services with new capacity building as the core, and realize multi-party symbiosis, coexistence and common growth.

6.1 Staff

6.1.1 The consulting service agency shall be equipped with a consulting service team covering the following professional background or project experience.

a) Informatization and industrialization integration consulting;

b) Management consulting;

c) IT consulting or system integration services;

d) Management system consulting. Note

1.Informatization integration consulting includes intelligent manufacturing consulting, industrial Internet consulting, etc. Note

2.Management consulting includes strategic consulting, organization and process optimization consulting, production management consulting, etc.

Note 3: IT consulting includes informatization strategic planning, data planning and governance consulting, etc.

6.1.2 The consulting service organization needs to establish a continuously optimized talent training mechanism to ensure.

a) All personnel engaged in consulting services receive systematic professional training and should receive continuing education every year;

b) Each consulting service project team has at least one member with 5 years or more of project experience in related fields of integration of two technologies;

c) The professional capabilities of each consulting service project team cover professional fields such as technology, management, and systems;

d) At least one professional project manager with more than 5 years of project management experience.

6.1.3 Consulting service agencies need to continuously innovate the performance appraisal and incentive mechanism of consulting service personnel to ensure.

7.1 Project start

7.1.1 Preparation for startup Preparations for the start of the project include but are not limited to.

a) Form a project team and allocate corresponding resources;

b) Carry out preliminary research, identify the basic status, needs and goals of the organization, and clarify the scope of the project;

c) Communicate with the main leaders of the organization to understand the understanding and recognition of the project by the organization's decision-making level;

d) Assist the organization to establish a project organization system, clarify the participants and their tasks and responsibilities.

7.1.2 Develop project implementation plan Develop a project implementation plan that meets the status quo and characteristics of the organization, including. project objectives, scope, main tasks, personnel arrangements, work plans Planning, acceptance criteria, etc. The project implementation plan needs to be reviewed with related parties. If necessary, the project can be implemented in the process of project implementation Make dynamic adjustments.

Note. The work plan includes the schedule of each stage of the project, deliverables, etc.

7.1.3 Develop a training plan Develop a training plan covering the start-up, implementation process and operation process of the project, and clarify the training object, training content, training plan, etc. Training The content includes at least.

a) The theoretical knowledge of the integration of the two;

b) Policies and regulations for the integration of industrialization and industrialization;

c) Series of standards for the integration of industrialization and industrialization management system;

d) Typical cases of integration of industrialization and industrialization;

e) Project implementation method tools;

f) Application of project deliverables.

7.2 Status investigation and evaluation diagnosis

7.2.1 Develop a research plan Jointly formulate a research plan with relevant parties, determine the scope of the research, the research object, the content, the research method, and the time Roles, division of labor and communication methods in research. The survey objects need to cover the organization's senior management, relevant department heads, key positions, Key personnel of key processes, etc.

7.2.2 Status Quo Investigation

7.2.2.1 For the decision-making, management, executive and operational levels of the organization, on-site observations, questionnaire surveys, interviews and other methods are adopted. Have a comprehensive understanding of the organization's strategic planning, business processes, organizational structure, technology applications, information resources and data development and utilization, and the allocation of human, financial and material resources And management, performance appraisal, etc.

7.2.2.2 According to the requirements of ITU-TY.4906, systematically assess the organization's integration of industrialization and industrialization development level, development stage, and key indicators.

7.2.3 Forming investigation and diagnosis report Based on the survey results and evaluation conclusions, the organization's two-information integration research and diagnosis report is formed, the existing problems and gaps are raised, and the improvements are clarified Directions and suggestions.

7.3 The establishment of the organizational structure of the integration of the two technologies and the integration of the two technologies

7.3.1 Clarify the organizational structure of integration of industrialization and industrialization Establish top managers and manager representatives, clarify the organizational structure of new capability identification and construction work, and determine the responsibilities of each functional level And authority, establish a communication and coordination mechanism.

7.3.2 Determine the integration policy of the two Combining the organization's mission, vision and development strategy, deeply grasp the characteristics, trends and significance of integrated development, and share with the organization's decision-making level Develop the integration policy of industrialization and industrialization.

7.4 Planning, establishment, implementation and improvement of the documented system

7.4.1 Planning of a documented system According to the requirements of GB/T 23001-2017, according to the organization's development strategy and sustainable competitive advantage, jointly identify and determine with the organization The need for new-type capacity building, clarify the new-type capacity goals, and fully consider factors such as organizational foundation, scale, activity and process complexity Considering the compatibility with the existing management system of the organization, put forward the structural framework of the system documents, clarify the list of documents, and determine the main contents of the system documents. Content and its interface relationship.

7.4.2 Document preparation and release Instruct the organization to compile the two-in-one integration management system document in accordance with the determined system document structure to ensure that the system document Department of effective integration. Assist in the organization of document review to ensure that the content of the system document is appropriate, fits the actual situation of the company, meets the standard requirements, and is authorized Officially released after approval.

7.4.3 Trial operation and implementation of the documented system

7.4.3.1 Trial operation of documented system 7.4.3.1.1 Work with the organization to develop a system document trial operation plan, assist in organizing the system trial operation mobilization meeting, and coordinate the leadership of the organization Carry out trial operation deployment and mobilization to ensure a smooth transition of the management system. 7.4.3.1.2 Assist the organization to revise and improve system documents according to the trial operation situation.

7.4.3.2 Implementation of the documented system According to GB/T 23002-2017, assist the organization to promote the implementation and operation of the integration of the two management system documents to ensure that the system documents are effective The execution and implementation process is under continuous control.

7.4.4 Internal audit According to the operation of the documented system, assist in organizing the internal audit of the integrated management system of industrialization and industrialization, and evaluate the performance of the integrated management system. Compliance and effectiveness, identifying opportunities for improvement of system documentation.

7.4.5 Management review According to the operation of the documented system and the development of new capabilities, assist in organizing the management review of the integration of industrialization and industrialization, and evaluate the integration of industrialization and industrialization Integrate the continuous suitability, adequacy and effectiveness of the management system, and identify improvement opportunities and change requirements for system documents.

7.4.6 Third party assessment When appropriate, in accordance with GB/T 23001-2017 and GB/T 23003-2018, assist in organizing third-party assessment preparations, and coordinate Assist the organization to rectify non-conforming items.

7.4.7 Maintenance and improvement of documented system When necessary, assist the organization to track the operation of the documented system, maintain the effectiveness of its operation, identify opportunities for improvement, and continue to improve the system file.

7.5.1 Planning of a new capability system

7.5.1.1 Based on the diagnosis results of the organization's investigation and evaluation, identify changes in the organization's internal and external environments, and assist the organization in analyzing its sustainable competition Advantages, combined with organizational development strategies and resource investment plans, carry out data-driven new capacity system planning, and clarify the new Type capacity and its sufficient and necessary indicators, and determine the expected quantitative targets of the indicators, and form a new capacity system planning report.

7.5.1.2 When appropriate, according to the organization's needs, determination and resource conditions to ensure the ability, it can be operated and continuously reformed around the construction of a new capacity system. Advance and carry out digital transformation planning.

7.5.1.3 When appropriate, according to the needs of the organization, fully consider the feasibility of its development foundation, resource conditions, and systemic innovation and change. Develop an integrated operation system planning with new capabilities as the main line, data-driven, and strategic closed-loop management and control.

7.5.2 Planning of a systematic solution Assist the organization to coordinate its internal and external environment, business requirements, conditional resources, and the status quo of data, technology, business processes and organizational structure Systematic analysis, and clarify business process and organizational structure optimization, technological innovation applications, and data based on new capability indicators and expected quantitative targets Develop and utilize the specific plan, and clarify its integration and integration transformation path method, support conditions and resource allocation requirements, and form four realizable requirements The planning report of a systematic solution that is coordinated, interactive and integrated.

7.5.3 Building new capabilities Based on planned systematic solutions, assist in organizing the selection, process control and results acceptance of new-type capacity building projects. suitable According to the needs of the organization, it can participate in or take the lead in integrating relevant resources to provide new capacity building services for the organization.

7.5.4 Operation and improvement of new capabilities When appropriate, assist the organization to track the operation of new capabilities, maintain the effectiveness, stability and reliability of the operation of new capabilities, and identify new capabilities. Opportunities to improve the type of ability to provide continuous services for the organization to maintain a competitive advantage.