Методологічні основи та інформаційна технологія планування розвитку підприємства на основі системного моделювання стратегічних цілей та напрямків діяльності
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Дата
2019
ORCID
DOI
Науковий ступінь
доктор технічних наук
Рівень дисертації
докторська дисертація
Шифр та назва спеціальності
05.13.06 – інформаційні технології
Рада захисту
Спеціалізована вчена рада Д 64.050.07
Установа захисту
Національний технічний університет "Харківський політехнічний інститут"
Науковий керівник
Годлевський Михайло Дмитрович
Члени комітету
Куценко Олександр Сергійович
Гамаюн Ігор Петрович
Дорофєєв Юрій Іванович
Гамаюн Ігор Петрович
Дорофєєв Юрій Іванович
Видавець
Національний технічний університет "Харківський політехнічний інститут"
Анотація
Дисертація на здобуття наукового ступеня доктора технічних наук за спеціа-льністю 05.13.06 – інформаційні технології. – Національний технічний університет "Харківський політехнічний інститут" Міністерства освіти і науки України, Харків, 2019 р. Дисертація присвячена вирішенню актуальної науково-прикладної проблеми розробки методів, моделей та інформаційної технології планування розвитку підприємства. Розроблено методологічні основи процесу планування розвитку як комплексу системних методів та моделей розв’язання задач планування. Запропоновано метод формування планової стратегічної мети розвитку підприємства, в якому використані моделі для обґрунтування вибору цілей з альтернативних варіантів на основі аналізу траєкторій його розвитку. Розроблено метод формування системи KPI підприємства на основі моделей декомпозиції стратегічних KPI, які забезпечують досяжність цілей. Розроблено метод формування інвестиційної програми, який включає систему моделей і технологій розв’язання комплексу інвестиційних задач, враховуючи поведінку ринку, політику інвестування, механізми розподілу інвестицій між напрямками. Запропоновано метод формування програми фінансування розвитку підприємства, в якому системно за допомогою моделей враховано його стан, джерела і можливі сценарії фінансування проєктів розвитку. Розроблено інформаційну технологію, в якій реалізовано системне моделювання процесів розвитку основної, інвестиційної та фінансової діяльності підприємства у межах системи управління ефективністю. Проведено впровадження результатів дослідження у практику розробки програм розвитку підприємств різних галузей.
Thesis for scientific degree of Doctor of Technical Sciences in specialty 05.13.06 – Information Technologies. – National Technical University “Kharkіv Polytechnic Institute”, Ministry of education and science of Ukraine, Kharkіv, 2019. The dissertation is dedicated to solving the actual scientific and applied problem, especially the development of methods, models and information technology planning for company development. Using system modeling of strategic goals and activities, the cur-rent trends in strategic planning were taken into account such as external environment influence analysis on the choice of strategies and development goals; development of plans based on the KPI system, which covers the strategic, tactical and operational level of management; system planning of the company activities development, etc. The analysis of existing approaches, methods, models and IT strategic planning for the development of a modern enterprise has been conducted. The necessity of improving methodological fundamentals of the developing strategic programs for the development of the company has been substantiated. The modern aspects of strategic planning have been analyzed, relevant problems that need to be addressed have been identified, especially: the formation of strategic goals that are achieved at the end of the planning period and the definition of effective plans for their achievement; the development of the KPI system, on the basis of this system strategic, tactical and operational plans are formed as a part of the strategic development program of the company; the program development of company investment activities as a part of a strategic plan for its development, this program takes into account the influence of the market environment on the investment processes of the company, ensures the effectiveness of its investment activities in the strategic period; the formation a development financing program, the implementation of this program provides continuous financing for the development and financial stability of the company in the strategic period; IT development for mathematical, methodological and information-analytical support of the strategic planning process for the development, that is the basis of information and analytical software of the Enterprise Performance Management system. The methodological basis of the strategic planning process for the development of the company, as a set of systematic methods and models for solving planning problems at the stages of the development process of the company development program has been developed. The improved process for the formation of the strategic development program of the company has been proposed. This process has the following stages: strategic analysis; the formation of possible strategic development goals; the formation of a planned strategic development goal; decomposition of the planned strategic development goal; building a strategic KPI system; decomposition of the strategic KPI system; development of an in-vestment program; financing program development; coordination and approval of the company development program. Tasks that need to be solved to implement such a process have been formed. The description of approaches to their solution has been presented. This process is implemented as iterative, it provides for the possibility of moving from any stage to previous stages. The method for the formation of strategic development company goals has been developed. In this method, mathematical methods and models are used to formalize the process of a systematic informed choice of goals from a variety of alternative options based on analysis of the constructed development trajectories. This method consists of the technology of forming possible strategic goals and the technology of forming a planned strategic goal based on the construction and analysis of the development company trajectories. A method for forming the company KPI system has been developed. It consists of developed mathematical models decomposition of strategic KPI. These KPIs provide achievable strategic development goals for the company. The scorecard includes KPIs of the strategic, tactical and operational management level for strategic business development units of the company (business processes and structural units). The method of forming a program of investment activity of the company development has been developed. This method includes interconnected models and technologies for solving a set of investment problems, taking into account market movement, investment policies, and mechanisms for allocating resources between investment areas. As a result, a rational investment portfolio has been formed. The implementation of this portfolio ensures the effectiveness of the company investment activities in the strategic period. The method has been developed for creating a financing program of company development. In this method, using the developed models, the state of development of the company, sources and possible scenarios of financing development projects are taken into account systematically. This method includes mathematical models for constructing schemes for financing projects with direct investments – mixed financing, with bank loans and stock market instruments and the technology for selecting a project financing scheme. The analysis of mathematical models for constructing schemes for financing projects has been conducted. As a result of the implementation of this method, a program is formed that includes rational plans for financing the development of the company. The implementation of these plans ensures continuous financing of the development program, the effectiveness of the financial activities of the company and its financial stability during the strategic period. Information technology of company planning development has been built. A system modeling of the development processes of the main, investment and financial activities within the framework of the company performance management system has been implemented in this information technology. A conceptual and logical description of information technology for the strategic company development program has been proposed. The description of business processes in the IDEF0 notation for the stages of the program development process and the corresponding DFD diagrams have been given. The implementation of IT allows increasing the effectiveness of decisions on company planning development. The implementation of IT allows increasing the effectiveness of decisions on company planning development. The implementation of the research results has been carried out in the strategic development programs practice for companies in various industries.
Thesis for scientific degree of Doctor of Technical Sciences in specialty 05.13.06 – Information Technologies. – National Technical University “Kharkіv Polytechnic Institute”, Ministry of education and science of Ukraine, Kharkіv, 2019. The dissertation is dedicated to solving the actual scientific and applied problem, especially the development of methods, models and information technology planning for company development. Using system modeling of strategic goals and activities, the cur-rent trends in strategic planning were taken into account such as external environment influence analysis on the choice of strategies and development goals; development of plans based on the KPI system, which covers the strategic, tactical and operational level of management; system planning of the company activities development, etc. The analysis of existing approaches, methods, models and IT strategic planning for the development of a modern enterprise has been conducted. The necessity of improving methodological fundamentals of the developing strategic programs for the development of the company has been substantiated. The modern aspects of strategic planning have been analyzed, relevant problems that need to be addressed have been identified, especially: the formation of strategic goals that are achieved at the end of the planning period and the definition of effective plans for their achievement; the development of the KPI system, on the basis of this system strategic, tactical and operational plans are formed as a part of the strategic development program of the company; the program development of company investment activities as a part of a strategic plan for its development, this program takes into account the influence of the market environment on the investment processes of the company, ensures the effectiveness of its investment activities in the strategic period; the formation a development financing program, the implementation of this program provides continuous financing for the development and financial stability of the company in the strategic period; IT development for mathematical, methodological and information-analytical support of the strategic planning process for the development, that is the basis of information and analytical software of the Enterprise Performance Management system. The methodological basis of the strategic planning process for the development of the company, as a set of systematic methods and models for solving planning problems at the stages of the development process of the company development program has been developed. The improved process for the formation of the strategic development program of the company has been proposed. This process has the following stages: strategic analysis; the formation of possible strategic development goals; the formation of a planned strategic development goal; decomposition of the planned strategic development goal; building a strategic KPI system; decomposition of the strategic KPI system; development of an in-vestment program; financing program development; coordination and approval of the company development program. Tasks that need to be solved to implement such a process have been formed. The description of approaches to their solution has been presented. This process is implemented as iterative, it provides for the possibility of moving from any stage to previous stages. The method for the formation of strategic development company goals has been developed. In this method, mathematical methods and models are used to formalize the process of a systematic informed choice of goals from a variety of alternative options based on analysis of the constructed development trajectories. This method consists of the technology of forming possible strategic goals and the technology of forming a planned strategic goal based on the construction and analysis of the development company trajectories. A method for forming the company KPI system has been developed. It consists of developed mathematical models decomposition of strategic KPI. These KPIs provide achievable strategic development goals for the company. The scorecard includes KPIs of the strategic, tactical and operational management level for strategic business development units of the company (business processes and structural units). The method of forming a program of investment activity of the company development has been developed. This method includes interconnected models and technologies for solving a set of investment problems, taking into account market movement, investment policies, and mechanisms for allocating resources between investment areas. As a result, a rational investment portfolio has been formed. The implementation of this portfolio ensures the effectiveness of the company investment activities in the strategic period. The method has been developed for creating a financing program of company development. In this method, using the developed models, the state of development of the company, sources and possible scenarios of financing development projects are taken into account systematically. This method includes mathematical models for constructing schemes for financing projects with direct investments – mixed financing, with bank loans and stock market instruments and the technology for selecting a project financing scheme. The analysis of mathematical models for constructing schemes for financing projects has been conducted. As a result of the implementation of this method, a program is formed that includes rational plans for financing the development of the company. The implementation of these plans ensures continuous financing of the development program, the effectiveness of the financial activities of the company and its financial stability during the strategic period. Information technology of company planning development has been built. A system modeling of the development processes of the main, investment and financial activities within the framework of the company performance management system has been implemented in this information technology. A conceptual and logical description of information technology for the strategic company development program has been proposed. The description of business processes in the IDEF0 notation for the stages of the program development process and the corresponding DFD diagrams have been given. The implementation of IT allows increasing the effectiveness of decisions on company planning development. The implementation of IT allows increasing the effectiveness of decisions on company planning development. The implementation of the research results has been carried out in the strategic development programs practice for companies in various industries.
Опис
Ключові слова
автореферат дисертації, інформаційна технологія, модель планування розвитку, траєкторія розвитку, ключовий показник ефективності, декомпозиція, програма розвитку, інвестиційний портфель, система управління ефективністю, information technology, development planning model, development trajectory, key performance indicator, decomposition, development program, investment portfolio, performance management system
Бібліографічний опис
Москаленко В. В. Методологічні основи та інформаційна технологія планування розвитку підприємства на основі системного моделювання стратегічних цілей та напрямків діяльності [Електронний ресурс] : автореф. дис. ... д-ра техн. наук : спец. 05.13.06 / Валентина Володимирівна Москаленко ; [наук. консультант Годлевський М. Д.] ; Нац. техн. ун-т "Харків. політехн. ін-т". – Харків, 2019. – 45 с. – Бібліогр.: с. 33-41. – укр.