基于QFD的项目组合配置战略贴近度优化研究

Optimization model of the Strategy of close degree for Project Portfolio Allocation Based on QFD

论文以QFD为理论出发点,在定义协同度函数和适配率等概念的基础上,对项目组合配置中项目与项目、项目与战略贴近度评价指标、战略贴近度评价指标之间的协同关系进行了定量分析,提出了用战略贴近度度量配置方案与企业战略吻合程度的分析方法,构建了战略导向的项目组合配置优化模型,并通过企业实践,对模型的有效性进行了验证。

With the increasing economic integration and market competition,project portfolio management has become a common corporate behavior in order to enhance their competitive advantage and achieve strategic objectives.As an important part of project portfolio management,Project Portfolio Allocation （PPA） refers to allocating candidate projects under a series of constraints,maximizing corporate strategic objectives,and achieving the benefits of enterprise optimization.Its main idea integrates the synergies between projects,project and strategic matching evaluation standard,and the strategic matching evaluation standards in order to ensure configuration programs have a high degree of consistency with corporate strategic direction.This paper adopts QFD theory and conducts a quantitative analysis on synergies between projects,project and strategic matching evaluation standards,and strategic matching evaluation standards based on synergistic function and adaptation rate in the management of PPA.An analysis method which uses the Strategy of close degree as the foundation was proposed to measure the consistency between configuration program and corporate strategy.A project portfolio allocation optimization model under the strategic orientation was constructed.The effectiveness and feasibility of the proposed model were demonstrated and validated by a computational analysis,which provides a principle for choice-making in achieving the sustainable development of enterprises in the multi-project parallel market environment.This article mainly has four parts：The first part illustrates the synergy between the proposed configuration factors based on QFD,and the Strategy of close degree for Project Portfolio Allocation HOQ.In the second part,an indirect model is used to discuss the relationship among projects,project and strategic matching evaluation standards,and strategic matching evaluation standards based on the definition of synergistic function and adaptation rate in the management of PPA.An analysis method which uses the Strategy of close degree as the foundation was proposed.In the third part,a computational analysis is used to demonstrate and validate the effectiveness and feasibility of the proposed model.In summary,the research of PPA under the strategic direction is a hot topic in the field of multi-project management.The strategic matching evaluation standards based on the definition of synergistic function and adaptation rate in the management of PPA will provide a new idea to improve the relationship between portfolio and strategic objectives.It is important to consider the synergy project portfolio optimization model and provide an approach to establish and solve the optimization model of PPA.