01 / CHALLENGES
Progress, experiment data, documents and risks are fragmented without a portfolio view.
- Requirements disconnected from tasks
- Delayed progress and ownership updates
- Hard-to-find technical data
- Inconsistent risk records
02 / CAPABILITIES
Create a shared collaboration and data flow across the R&D lifecycle.
- Portfolio, planning and tasks
- Stage gates and risks
- R&D forms, workflows and data
- Technical documents and knowledge
03 / DELIVERY
Begin with one high-value R&D scenario and expand the data and collaboration scope.
- Process and role diagnosis
- Minimum viable scenario
- Key-user pilot
- Continuous workflow improvement
04 / DETAILED SCOPE
Bring initiation, planning, execution, monitoring and closure into one collaboration flow.
- Templates, stages, milestones, dependencies and Gantt plans
- Owners, effort, deliverables, overdue work, risks and custom fields
- DingTalk groups, document knowledge, notifications and approvals
- Portfolio, workload, progress and quality reporting
05 / DELIVERABLES & BOUNDARIES
Value comes from an operating discipline, not simply installing a tool.
- Project taxonomy, roles, templates, fields, boards, reports and operating rules
- Specialized PLM/LIMS records need separate compliance assessment
- A PMO or R&D owner must govern templates and reviews
- Pilot with a real project and verify handoffs and data completeness