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MBA毕业论文_基于Scrum的银行软件项目开发管理研究DOC

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摘要 随着时代的发展与科技的进步,金融领域的信息化、科技化建设已经越来越 成为这一领域的行业技术发展方向,A 银行希望通过更优秀的线上产品来吸引更 多的客户以及提供更好的服务。与互联网公司不同,A 银行研发中心采用传统的 瀑布式开发模式用于软件的开发项目管理工作,使得 A 行产品具有容错率低、风 险管控要求高、实施时间长等特点,但在响应用户需求及用户体验方式没有优势, 同时 A 银行的客户对其产品也不满意。 Scrum 方法是目前应用较为普遍,受到业界好评最多的代表性的敏捷方法。针 对该方法在 A 银行具体软件开发工作上的应用问题,本文拟以 A 银行的 CRM 客 户管理系统作为案例展开研究,就其方法应用的效果展开论证与分析。A 银行在 管理方面存在项目管理不够科学,进度控制有效性差,质量跟成本管控不严等问 题。针对 A 银行存在的此类问题,其决策层决定通过进行管理创新,引入先进的 软件系统用于提高银行的工作效率与管理效率,并决定在软件开发上使用 Scrum 敏捷法实施项目管理。本文对 A 银行 CRM 客户管理系统软件项目设计了项目实 施的 Scrum 方案,具体探讨了 Scrum 敏捷方法在 A 银行 CRM 客户管理系统软件 开发方面项目管理工作中的一些问题,如进度管理问题、成本管理问题等等,并 着重以 Scrum 敏捷法用于项目过程与进度管理方面取得的效果与存在的问题作为 本文课题研究的重心实施了深入分析,并总结了在此案例中的成功经验,对于项 目过程的问题也进行了深入研究,对 Scrum 方法在银行软件产品中的应用和推广 提供了建设性意见。 将企业软件系统建设中在项目管理方面使用 Scrum 敏捷法开展管理所遇到的 实务问题作为目标展开研究,是突破了以往我国项目管理理论研究领域重视理论 分析,实践研究相对匮乏,而将理论与实践研究进行有机结合,丰富项目管理领 域研究观点与成果的积极举措,希望能通过本文的研究,为 Scrum 方法在项目管 理领域的理论发展与实务方法的应用研究提供有益地参考与帮助。 关键词,Scrum;敏捷方法;项目管理;软件开发Abstract Abstract With the development of the times and the progress of science and technology, informationization and technological construction in the financial field have increasingly become the development direction of industry technology in this field. Bank A hopes to attract more customers and provide better services through better online products. Unlike Internet companies, Bank A R&D center uses the traditional waterfall development model for software development project management, which makes Bank A products have the characteristics of low fault tolerance rate, high risk control requirements and long implementation time, but it has no advantages in responding to user needs and user experience, and Bank A customers are not satisfied with its products. Scrum method is a representative agile method which is widely used and highly praised by the industry. In view of the application of this method in the specific software development work of Bank A, this paper intends to take the CRM customer management system of Bank A as a case study to demonstrate and analyze the effect of its application. There are some problems in the management of Bank A, such as unscientific project management, poor effectiveness of schedule control, and inadequate quality and cost control. In view of such problems existing in Bank A, its decision-making level decided to introduce advanced software systems to improve the efficiency of bank work and management through management innovation, and decided to use Scrum agile method to implement project management in software development. This paper designs a Scrum scheme for the project implementation of the CRM Customer Management System Software Project of Bank A. It specifically discusses some problems in the project management of the development of the CRM Customer Management System Software of Bank A, such as schedule management, cost management and so on, and focuses on the effect and existence of the Scrum agile method in the project process and schedule management. As the focus of this study, the problems are analyzed in depth, and the successful experience in this case is summarized. The problems in the project process are also studied in depth, whichAbstract provides constructive suggestions for the application and promotion of Scrum method in banking software products. Taking the practical problems encountered in project management by using Scrum agile method in enterprise software system construction as the goal to carry out research is to break through the previous emphasis on theoretical analysis in the field of project management theory research in China and the relative lack of practical research, and to organically combine theoretical and practical research to enrich the research viewpoints and achievements in the field of project management. It is hoped that this study will provide useful reference and help for the theoretical development and practical application of Scrum method in the field of project management. Keywords: Scrum,Agile methods, Project management, Software Development目 录 I 目 录 摘要...............................................................................................................................3 Abstract..............................................................................................................................4 第一章 绪 论...............................................................................................................1 一、研究背景和意义.......................................................................................1 二、国内外研究现状.......................................................................................1 (一)国外研究现状...............................................................................1 (二)国内研究现状...............................................................................3 (三)国内外研究述评...........................................................................4 三、研究内容和逻辑框架...............................................................................5 (一)研究内容.......................................................................................5 (二)论文逻辑框架...............................................................................5 第二章 软件项目管理理论...........................................................................................7 一、项目管理...................................................................................................7 (一)项目管理相关理论.......................................................................7 (二)项目进度管理方法和工具...........................................................7 二、软件项目管理...........................................................................................9 (一)软件项目管理的特殊性...............................................................9 (二)软件项目开发管理中的过程.......................................................9 (三)ISO9000 与 CMMI......................................................................10 (四)瀑布模型.....................................................................................10 三、敏捷开发相关理论.................................................................................12 (一)敏捷开发的基本概念.................................................................12 (二)敏捷开发管理工具.....................................................................12 (三)Scrum 概要..................................................................................13 四、本章小结.................................................................................................14 第三章 A 银行软件项目管理现状及问题分析......................................................... 15 一、A 银行软件研发中心现状.....................................................................15目 录 II (一)基于瀑布模型的 A 银行软件开发现状....................................15 (二)A 银行软件项目过程管理现状.................................................17 二、A 银行软件项目产品特殊性分析.........................................................18 (一)复杂性.........................................................................................18 (二)时效性及准确性.........................................................................18 (三)安全性.........................................................................................18 三、A 银行软件项目管理问题分析.............................................................19 (一)人员及制度管理方面.................................................................19 (二)用户体验方面.............................................................................19 (三)软件项目管理方面.....................................................................20 四、本章小结.................................................................................................22 第四章 基于 Scrum 方法的 A 银行软件项目开发方案计划与控制........................23 一、A 银行 CRM 客户管理系统需求分析..................................................23 (一)产品的功能简述.........................................................................23 (二)A 银行软件产品关键问题.........................................................24 二、基于 Scrum 方法的 A 银行软件开发方案设计....................................25 (一)Scrum 项目团队的角色..............................................................25 (二)基于 Scrum 方法的 A 银行 CRM 系统方案设计.....................26 三、软件开发项目进度、成本、质量计划与控制过程.............................33 (一)A 银行 Scrum 方案的进度管理计划与控制.............................33 (二)A 银行 Scrum 方案的成本管理计划与控制.............................38 (三)A 银行 Scrum 方案在质量管理方面的应用分析.....................43 第五章 Scrum 方案实施成效及改进建议..................................................................48 一、A 银行 Scrum 方案实施效果.................................................................48 (一)利用 Scrum 管理项目进度的效果.............................................48 (二)利用 Scrum 管理项目成本的效果.............................................50 (三)利用 Scrum 管理项目质量的效果.............................................51 二、Scrum 方法在 A 银行的应用场景及局限性分析.................................52 (一)对运用的场合进行研究.............................................................52 (二)关于 Scrum 的局限性.................................................................52 三、A 银行 Scrum 方案改进建议.................................................................53目 录 III (一)关于人力资源管理在 Scrum 所起到的作用.............................54 (二)关于对项目团队进行绩效考核的办法.....................................54 (三)关于优化系统环境的概述.........................................................55 (四)关于领导层所起到的作用.........................................................55 第六章 研究结论及展望.............................................................................................57