L2 Consulting Extension / L2 咨询行业扩展¶
Consulting Industry and Domain Extension ontology covering engagements, practice lines, methodologies, deliverables, client relationships, knowledge management, and talent allocation.
咨询行业扩展本体，覆盖咨询项目、业务实践、方法论、交付物、客户关系、知识管理与人才配置。
Organization Structure / 组织结构¶
ConsultingFirm / 咨询公司¶
| Field | Value |
|---|---|
| ID | ConsultingFirm |
| ZH | 咨询公司 |
| EN | Consulting Firm |
| Parent | Organization |
EN: An enterprise entity providing professional consulting services such as management consulting, IT consulting, and strategy consulting.
ZH: 提供专业咨询服务的企业主体，如管理咨询、IT咨询、战略咨询等。
ConsultingOffice / 咨询办公室¶
| Field | Value |
|---|---|
| ID | ConsultingOffice |
| ZH | 咨询办公室 |
| EN | Consulting Office |
| Parent | OrgUnit |
EN: A branch office set up by a consulting firm in a geographic region, e.g. Beijing office, New York office.
ZH: 咨询公司按地理区域设立的分支办公室，如北京办公室、纽约办公室等。
PracticeLine / 业务线/实践领域¶
| Field | Value |
|---|---|
| ID | PracticeLine |
| ZH | 业务线/实践领域 |
| EN | Practice Line |
| Parent | OrgUnit |
EN: A practice area organized by industry or function within a consulting firm, such as strategy, operations, digital transformation, and human resources.
ZH: 咨询公司按行业或职能划分的业务实践领域，如战略、运营、数字化转型、人力资源等。
CompetencyCenter / 能力中心¶
| Field | Value |
|---|---|
| ID | CompetencyCenter |
| ZH | 能力中心 |
| EN | Competency Center |
| Parent | OrgUnit |
EN: A cross-project support center organized around a specific professional competency or technology domain.
ZH: 围绕特定专业能力或技术方向组建的跨项目支持中心。
Engagement & Delivery / 项目交付¶
Engagement / 咨询项目/签约项目¶
| Field | Value |
|---|---|
| ID | Engagement |
| ZH | 咨询项目/签约项目 |
| EN | Engagement |
| Parent | Resource |
EN: A consulting service delivery project contracted with a client, encompassing scope, timeline, budget, and team.
ZH: 与客户签订合同后的咨询服务交付项目，包含范围、时间、预算和团队。
EngagementMilestone / 项目里程碑¶
| Field | Value |
|---|---|
| ID | EngagementMilestone |
| ZH | 项目里程碑 |
| EN | Engagement Milestone |
| Parent | Resource |
EN: A key milestone node in a consulting engagement tied to deliverables and payment schedules.
ZH: 咨询项目中与交付和付款绑定的关键里程碑节点。
WorkStream / 工作模块¶
| Field | Value |
|---|---|
| ID | WorkStream |
| ZH | 工作模块 |
| EN | Work Stream |
| Parent | Resource |
EN: A parallel work module within an engagement organized by theme, each with independent delivery objectives.
ZH: 咨询项目内按主题划分的并行工作模块，各自拥有独立交付目标。
Deliverable / 交付物¶
| Field | Value |
|---|---|
| ID | Deliverable |
| ZH | 交付物 |
| EN | Deliverable |
| Parent | Resource |
EN: An output to be delivered to the client in a consulting engagement, such as reports, models, implementation plans, and toolkits.
ZH: 咨询项目中需交付给客户的成果物，如报告、模型、实施方案、工具包等。
Workshop / 工作坊¶
| Field | Value |
|---|---|
| ID | Workshop |
| ZH | 工作坊 |
| EN | Workshop |
| Parent | Process |
EN: An interactive seminar or workshop delivery format commonly used in consulting engagements for research, co-creation, or reporting.
ZH: 咨询项目中常见的互动式研讨会或工作坊交付形式，用于调研、共创或汇报。
StatementOfWork / 工作说明书¶
| Field | Value |
|---|---|
| ID | StatementOfWork |
| ZH | 工作说明书 |
| EN | Statement of Work |
| Parent | Document |
EN: A formal contract attachment defining project scope, deliverables, timeline, and acceptance criteria.
ZH: 定义项目范围、交付物、时间线和验收标准的正式合同附件。
Business Development / 商务开发¶
Proposal / 咨询提案¶
| Field | Value |
|---|---|
| ID | Proposal |
| ZH | 咨询提案 |
| EN | Proposal |
| Parent | Document |
EN: A project proposal or bid document for clients, containing methodology, team composition, timeline, and pricing.
ZH: 面向客户的项目建议书或竞标方案，包含方法论、团队、时间表和报价。
ClientAccount / 客户账户¶
| Field | Value |
|---|---|
| ID | ClientAccount |
| ZH | 客户账户 |
| EN | Client Account |
| Parent | Resource |
EN: A client entity record maintained by a consulting firm, tracking relationship history, engagement records, and revenue contribution.
ZH: 咨询公司维护的客户主体记录，跟踪关系历史、项目记录和收入贡献。
ClientRelationship / 客户关系¶
| Field | Value |
|---|---|
| ID | ClientRelationship |
| ZH | 客户关系 |
| EN | Client Relationship |
| Parent | Resource |
EN: A long-term strategic partnership with a client, encompassing trust levels, contact frequency, and opportunity pipeline.
ZH: 与客户之间的长期战略合作关系，包含信任层级、接触频率和商机管道。
Pipeline / 商机管道¶
| Field | Value |
|---|---|
| ID | Pipeline |
| ZH | 商机管道 |
| EN | Pipeline |
| Parent | Resource |
EN: A sales funnel of potential consulting engagements, tracking the full process from lead identification to contract signing.
ZH: 潜在咨询项目的销售漏斗，跟踪从线索识别到签约的全流程。
ConsultingService / 咨询服务产品¶
| Field | Value |
|---|---|
| ID | ConsultingService |
| ZH | 咨询服务产品 |
| EN | Consulting Service |
| Parent | ProductService |
EN: Standardized or customized service offerings provided by a consulting firm, such as strategic assessment, organizational diagnostics, and digital roadmaps.
ZH: 咨询公司对外提供的标准化或定制化服务产品，如战略评估、组织诊断、数字化路线图等。
Role Hierarchy / 角色体系¶
PartnerRole / 合伙人角色¶
| Field | Value |
|---|---|
| ID | PartnerRole |
| ZH | 合伙人角色 |
| EN | Partner |
| Parent | Role |
EN: A senior leadership role bearing ultimate responsibility for client relationships, engagement quality, and revenue targets.
ZH: 对客户关系、项目质量和营收目标负最终责任的高级领导角色。
PrincipalRole / 总监/副合伙人角色¶
| Field | Value |
|---|---|
| ID | PrincipalRole |
| ZH | 总监/副合伙人角色 |
| EN | Principal / Associate Partner |
| Parent | Role |
EN: A senior advisory role between partner and manager, responsible for program management and business development.
ZH: 介于合伙人和经理之间的高级顾问角色，负责项目群管理和业务拓展。
EngagementManagerRole / 项目经理角色¶
| Field | Value |
|---|---|
| ID | EngagementManagerRole |
| ZH | 项目经理角色 |
| EN | Engagement Manager |
| Parent | Role |
EN: A role responsible for day-to-day management, team coordination, and client communication for a single engagement.
ZH: 负责单个项目日常管理、团队协调和客户沟通的角色。
ConsultantRole / 顾问角色¶
| Field | Value |
|---|---|
| ID | ConsultantRole |
| ZH | 顾问角色 |
| EN | Consultant |
| Parent | Role |
EN: A professional role performing specific analysis, research, solution design, and delivery work.
ZH: 执行具体分析、调研、方案设计和交付工作的专业角色。
AnalystRole / 分析师角色¶
| Field | Value |
|---|---|
| ID | AnalystRole |
| ZH | 分析师角色 |
| EN | Analyst |
| Parent | Role |
EN: A junior role responsible for data collection, analytical modeling, and material preparation.
ZH: 负责数据收集、分析建模和材料准备的初级角色。
SubjectMatterExpertRole / 领域专家角色¶
| Field | Value |
|---|---|
| ID | SubjectMatterExpertRole |
| ZH | 领域专家角色 |
| EN | Subject Matter Expert |
| Parent | Role |
EN: An advisory role with deep expertise in a specific industry or functional domain, providing expert opinions and quality assurance.
ZH: 在特定行业或职能领域拥有深度专长的顾问角色，提供专家意见和质量把关。
SubcontractorRole / 外部分包顾问角色¶
| Field | Value |
|---|---|
| ID | SubcontractorRole |
| ZH | 外部分包顾问角色 |
| EN | Subcontractor |
| Parent | Role |
EN: A project subcontracting role undertaken by external partners or independent consultants, providing specialized services under contract.
ZH: 由外部合作方或独立顾问承担的项目分包角色，按合同提供专项服务。
ClientStakeholder / 客户利益相关方¶
| Field | Value |
|---|---|
| ID | ClientStakeholder |
| ZH | 客户利益相关方 |
| EN | Client Stakeholder |
| Parent | Role |
EN: Key stakeholders within the client organization related to the consulting engagement, including project leads, business owners, and IT leaders.
ZH: 客户组织中与咨询项目相关的关键干系人，包括项目负责人、业务负责人、IT负责人等。
ClientSponsor / 客户项目发起人¶
| Field | Value |
|---|---|
| ID | ClientSponsor |
| ZH | 客户项目发起人 |
| EN | Client Sponsor |
| Parent | Role |
EN: An executive sponsor on the client side who provides budget approval and senior-level support for the consulting engagement.
ZH: 客户方为咨询项目提供预算审批和高层支持的行政发起人角色。
StaffingRequest / 人员配置需求¶
| Field | Value |
|---|---|
| ID | StaffingRequest |
| ZH | 人员配置需求 |
| EN | Staffing Request |
| Parent | Resource |
EN: A human resource request specifying required skills, experience, and availability for project team assembly.
ZH: 项目团队组建中对特定技能、经验和可用性的人力需求申请。
Knowledge & Methods / 知识与方法¶
KnowledgeAsset / 知识资产¶
| Field | Value |
|---|---|
| ID | KnowledgeAsset |
| ZH | 知识资产 |
| EN | Knowledge Asset |
| Parent | Asset |
EN: Reusable knowledge accumulated by a consulting firm, including case libraries, industry reports, best practices, and tool templates.
ZH: 咨询公司积累的可复用知识，包括案例库、行业报告、最佳实践、工具模板等。
Methodology / 方法论¶
| Field | Value |
|---|---|
| ID | Methodology |
| ZH | 方法论 |
| EN | Methodology |
| Parent | KnowledgeAsset |
EN: A standardized methodology framework developed or adopted by a consulting firm, such as Design Thinking, Lean Six Sigma, TOGAF, etc.
ZH: 咨询公司自主研发或引用的标准化方法论框架，如设计思维、精益六西格玛、TOGAF等。
Framework / 分析框架¶
| Field | Value |
|---|---|
| ID | Framework |
| ZH | 分析框架 |
| EN | Analytical Framework |
| Parent | KnowledgeAsset |
EN: A structured tool for problem analysis and strategic planning, such as Porter's Five Forces, SWOT, Value Chain Analysis, BCG Matrix, etc.
ZH: 用于问题分析和战略规划的结构化工具，如波特五力、SWOT、价值链分析、BCG矩阵等。
CaseStudy / 案例研究¶
| Field | Value |
|---|---|
| ID | CaseStudy |
| ZH | 案例研究 |
| EN | Case Study |
| Parent | Document |
EN: A structured summary of past engagements used for knowledge retention, business development, and brand showcase.
ZH: 过往项目的结构化总结，用于知识沉淀、业务开发和品牌展示。
ThoughtLeadership / 思想领导力内容¶
| Field | Value |
|---|---|
| ID | ThoughtLeadership |
| ZH | 思想领导力内容 |
| EN | Thought Leadership |
| Parent | Asset |
EN: Industry insight white papers, research reports, and opinion articles published by a consulting firm for brand building and client attraction.
ZH: 咨询公司发布的行业洞察白皮书、研究报告和观点文章，用于品牌建设和客户吸引。
BenchmarkStudy / 对标研究¶
| Field | Value |
|---|---|
| ID | BenchmarkStudy |
| ZH | 对标研究 |
| EN | Benchmark Study |
| Parent | Document |
EN: A performance benchmarking analysis report based on industry data and best practices.
ZH: 基于行业数据和最佳实践的性能对标分析报告。
Metrics / 度量指标¶
UtilizationMetric / 利用率指标¶
| Field | Value |
|---|---|
| ID | UtilizationMetric |
| ZH | 利用率指标 |
| EN | Utilization Metric |
| Parent | KPI |
EN: A core operational metric measuring the ratio of a consultant's billable hours to total working hours.
ZH: 衡量顾问可计费时间与总工时比率的核心运营指标。
RevenueMetric / 收入指标¶
| Field | Value |
|---|---|
| ID | RevenueMetric |
| ZH | 收入指标 |
| EN | Revenue Metric |
| Parent | KPI |
EN: A financial metric measuring revenue performance at the firm, practice line, or engagement level.
ZH: 衡量咨询公司、业务线或项目层面收入表现的财务指标。
MarginMetric / 利润率指标¶
| Field | Value |
|---|---|
| ID | MarginMetric |
| ZH | 利润率指标 |
| EN | Margin Metric |
| Parent | KPI |
EN: A financial metric measuring profit margin at the engagement or practice line level, reflecting delivery efficiency and pricing strategy effectiveness.
ZH: 衡量项目或业务线利润率的财务指标，反映交付效率和定价策略的有效性。
BillableRate / 计费费率¶
| Field | Value |
|---|---|
| ID | BillableRate |
| ZH | 计费费率 |
| EN | Billable Rate |
| Parent | Rule |
EN: A billing standard rule determined by consultant grade, engagement type, and client agreement for hourly or daily rates.
ZH: 按顾问等级、项目类型和客户协议确定的小时/天计费标准规则。
Governance & Risk / 治理与风险¶
QualityReview / 质量评审¶
| Field | Value |
|---|---|
| ID | QualityReview |
| ZH | 质量评审 |
| EN | Quality Review |
| Parent | Control |
EN: Quality gates and review mechanisms during engagement delivery to ensure deliverables meet standards.
ZH: 项目交付过程中的质量关口和审核机制，确保交付物达标。
ClientSatisfactionSurvey / 客户满意度调查¶
| Field | Value |
|---|---|
| ID | ClientSatisfactionSurvey |
| ZH | 客户满意度调查 |
| EN | Client Satisfaction Survey |
| Parent | Document |
EN: Client feedback collected after engagement completion, measuring service quality and client experience.
ZH: 项目结束后收集的客户反馈，衡量服务质量和客户体验。
ChangeManagementPlan / 变革管理计划¶
| Field | Value |
|---|---|
| ID | ChangeManagementPlan |
| ZH | 变革管理计划 |
| EN | Change Management Plan |
| Parent | Document |
EN: An organizational change and personnel transformation plan developed for clients within a consulting engagement.
ZH: 咨询项目中为客户制定的组织变革和人员转型方案。
ConflictOfInterestRisk / 利益冲突风险¶
| Field | Value |
|---|---|
| ID | ConflictOfInterestRisk |
| ZH | 利益冲突风险 |
| EN | Conflict of Interest Risk |
| Parent | Risk |
EN: A risk of conflicts and reputational damage arising from simultaneously serving competing clients or related parties.
ZH: 同时服务竞争客户或关联方可能导致的利益冲突和声誉风险。
ScopeCreepRisk / 范围蔓延风险¶
| Field | Value |
|---|---|
| ID | ScopeCreepRisk |
| ZH | 范围蔓延风险 |
| EN | Scope Creep Risk |
| Parent | Risk |
EN: A risk of requirements scope expanding during engagement execution without corresponding adjustments to budget and timeline.
ZH: 项目执行过程中需求范围不断扩大但未相应调整预算和时间的风险。
IndependencePolicy / 独立性政策¶
| Field | Value |
|---|---|
| ID | IndependencePolicy |
| ZH | 独立性政策 |
| EN | Independence Policy |
| Parent | Policy |
EN: An internal governance policy ensuring objectivity and neutrality of consulting advice, particularly applicable to audit and risk management domains.
ZH: 确保咨询建议客观中立的内部治理政策，特别适用于审计和风控领域。
ConfidentialityPolicy / 保密政策¶
| Field | Value |
|---|---|
| ID | ConfidentialityPolicy |
| ZH | 保密政策 |
| EN | Confidentiality Policy |
| Parent | Policy |
EN: An information security policy governing the protection of client information, engagement data, and trade secrets.
ZH: 规范客户信息、项目数据和商业机密保护要求的信息安全政策。
Capabilities & Processes / 能力与流程¶
BusinessDevelopmentCapability / 业务开发能力¶
| Field | Value |
|---|---|
| ID | BusinessDevelopmentCapability |
| ZH | 业务开发能力 |
| EN | Business Development Capability |
| Parent | Capability |
EN: A market expansion capability for identifying opportunities, building client relationships, and converting leads into signed engagements.
ZH: 识别商机、建立客户关系和转化签约的市场拓展能力。
KnowledgeManagementCapability / 知识管理能力¶
| Field | Value |
|---|---|
| ID | KnowledgeManagementCapability |
| ZH | 知识管理能力 |
| EN | Knowledge Management Capability |
| Parent | Capability |
EN: A systematic capability for collecting, organizing, sharing, and reusing engagement experiences, industry knowledge, and methodologies.
ZH: 对项目经验、行业知识和方法论的系统化收集、整理、分享与复用能力。
TalentDevelopmentCapability / 人才发展能力¶
| Field | Value |
|---|---|
| ID | TalentDevelopmentCapability |
| ZH | 人才发展能力 |
| EN | Talent Development Capability |
| Parent | Capability |
EN: A capability encompassing the selection, development, evaluation, and promotion of consulting talent, representing a core competitive advantage.
ZH: 咨询人才的选拔、培养、评估和晋升体系能力，是咨询公司核心竞争力。
DigitalDeliveryCapability / 数字化交付能力¶
| Field | Value |
|---|---|
| ID | DigitalDeliveryCapability |
| ZH | 数字化交付能力 |
| EN | Digital Delivery Capability |
| Parent | Capability |
EN: A capability leveraging data analytics, AI, and automation tools to enhance delivery efficiency and output quality.
ZH: 利用数据分析、AI、自动化工具提升交付效率和成果质量的能力。
StaffingProcess / 人员配置流程¶
| Field | Value |
|---|---|
| ID | StaffingProcess |
| ZH | 人员配置流程 |
| EN | Staffing Process |
| Parent | Process |
EN: A process for matching and allocating consultant resources based on engagement requirements.
ZH: 根据项目需求匹配和调配顾问资源的流程。
EngagementDeliveryProcess / 项目交付流程¶
| Field | Value |
|---|---|
| ID | EngagementDeliveryProcess |
| ZH | 项目交付流程 |
| EN | Engagement Delivery Process |
| Parent | Process |
EN: An end-to-end process from engagement kickoff, research and analysis, solution design, to final delivery.
ZH: 从项目启动、调研分析、方案设计到最终交付的端到端流程。
BusinessDevelopmentProcess / 业务开发流程¶
| Field | Value |
|---|---|
| ID | BusinessDevelopmentProcess |
| ZH | 业务开发流程 |
| EN | Business Development Process |
| Parent | Process |
EN: An opportunity conversion process from market intelligence, client outreach, requirements identification, to proposal and bidding.
ZH: 从市场情报、客户接洽、需求识别到提案竞标的商机转化流程。
KnowledgeCaptureProcess / 知识沉淀流程¶
| Field | Value |
|---|---|
| ID | KnowledgeCaptureProcess |
| ZH | 知识沉淀流程 |
| EN | Knowledge Capture Process |
| Parent | Process |
EN: A post-engagement process for knowledge extraction, case summarization, and experience archiving.
ZH: 项目结束后的知识提炼、案例总结和经验入库流程。
Systems / 系统¶
CRMSystem / 客户关系管理系统¶
| Field | Value |
|---|---|
| ID | CRMSystem |
| ZH | 客户关系管理系统 |
| EN | CRM System |
| Parent | SystemApplication |
EN: A system platform for managing client information, opportunity tracking, and relationship maintenance.
ZH: 管理客户信息、商机追踪和关系维护的系统平台。
KnowledgePortal / 知识管理门户¶
| Field | Value |
|---|---|
| ID | KnowledgePortal |
| ZH | 知识管理门户 |
| EN | Knowledge Portal |
| Parent | SystemApplication |
EN: A knowledge platform for storing and retrieving methodologies, case libraries, industry reports, and best practices.
ZH: 存储和检索方法论、案例库、行业报告和最佳实践的知识平台。
ResourceManagementSystem / 资源管理系统¶
| Field | Value |
|---|---|
| ID | ResourceManagementSystem |
| ZH | 资源管理系统 |
| EN | Resource Management System |
| Parent | SystemApplication |
EN: A staffing system tracking consultant skills, availability, and engagement assignments.
ZH: 跟踪顾问技能、可用性和项目分配的人员配置系统。
TimeTrackingSystem / 工时管理系统¶
| Field | Value |
|---|---|
| ID | TimeTrackingSystem |
| ZH | 工时管理系统 |
| EN | Time Tracking System |
| Parent | SystemApplication |
EN: A time management system for recording consultant billable hours and expense reimbursements.
ZH: 记录顾问计费时间和费用报销的工时系统。
Relations / 关系¶
has_practice_line / 拥有业务线¶
| Field | Value |
|---|---|
| ID | has_practice_line |
| Domain | ConsultingFirm |
| Range | PracticeLine |
EN: A consulting firm has a practice line.
ZH: 咨询公司拥有业务实践领域。
has_competency_center / 设立能力中心¶
| Field | Value |
|---|---|
| ID | has_competency_center |
| Domain | ConsultingFirm |
| Range | CompetencyCenter |
EN: A consulting firm establishes a competency center.
ZH: 咨询公司设立能力中心。
has_office / 设立办公室¶
| Field | Value |
|---|---|
| ID | has_office |
| Domain | ConsultingFirm |
| Range | ConsultingOffice |
EN: A consulting firm has a branch office.
ZH: 咨询公司设立分支办公室。
serves_client / 服务客户¶
| Field | Value |
|---|---|
| ID | serves_client |
| Domain | ConsultingFirm |
| Range | ClientAccount |
EN: A consulting firm serves a client.
ZH: 咨询公司服务客户。
manages_relationship / 管理客户关系¶
| Field | Value |
|---|---|
| ID | manages_relationship |
| Domain | PartnerRole |
| Range | ClientRelationship |
EN: A partner manages a client relationship.
ZH: 合伙人管理客户关系。
leads_engagement / 领导项目¶
| Field | Value |
|---|---|
| ID | leads_engagement |
| Domain | PartnerRole |
| Range | Engagement |
EN: A partner leads an engagement.
ZH: 合伙人领导咨询项目。
manages_engagement / 管理项目¶
| Field | Value |
|---|---|
| ID | manages_engagement |
| Domain | EngagementManagerRole |
| Range | Engagement |
EN: An engagement manager manages the day-to-day operations of an engagement.
ZH: 项目经理管理咨询项目日常。
staffed_on / 配置到项目¶
| Field | Value |
|---|---|
| ID | staffed_on |
| Domain | ConsultantRole |
| Range | Engagement |
EN: A consultant is staffed on an engagement.
ZH: 顾问被配置到咨询项目。
has_team_member / 拥有团队成员¶
| Field | Value |
|---|---|
| ID | has_team_member |
| Domain | Engagement |
| Range | ConsultantRole |
EN: An engagement has a team member (inverse of staffed_on).
ZH: 咨询项目拥有团队成员（staffed_on 的逆关系）。
provides_expertise / 提供专业支持¶
| Field | Value |
|---|---|
| ID | provides_expertise |
| Domain | SubjectMatterExpertRole |
| Range | Engagement |
EN: A subject matter expert provides expertise to an engagement.
ZH: 领域专家为项目提供专业支持。
subcontracted_to / 分包给¶
| Field | Value |
|---|---|
| ID | subcontracted_to |
| Domain | Engagement |
| Range | SubcontractorRole |
EN: An engagement subcontracts work to an external consultant.
ZH: 咨询项目将部分工作分包给外部顾问。
engaged_by / 服务于客户¶
| Field | Value |
|---|---|
| ID | engaged_by |
| Domain | Engagement |
| Range | ClientAccount |
EN: An engagement is engaged by a client.
ZH: 咨询项目服务于客户。
sponsored_by / 由发起人支持¶
| Field | Value |
|---|---|
| ID | sponsored_by |
| Domain | Engagement |
| Range | ClientSponsor |
EN: An engagement is sponsored by a client executive sponsor.
ZH: 咨询项目由客户发起人提供高层支持。
has_client_stakeholder / 拥有客户干系人¶
| Field | Value |
|---|---|
| ID | has_client_stakeholder |
| Domain | ClientAccount |
| Range | ClientStakeholder |
EN: A client account has key stakeholders.
ZH: 客户账户拥有关键干系人。
scoped_by / 范围由SOW定义¶
| Field | Value |
|---|---|
| ID | scoped_by |
| Domain | Engagement |
| Range | StatementOfWork |
EN: An engagement's scope is defined by a statement of work.
ZH: 项目范围由工作说明书定义。
proposed_through / 通过提案赢得¶
| Field | Value |
|---|---|
| ID | proposed_through |
| Domain | Engagement |
| Range | Proposal |
EN: An engagement is won through a proposal.
ZH: 项目通过提案赢得。
has_workstream / 包含工作模块¶
| Field | Value |
|---|---|
| ID | has_workstream |
| Domain | Engagement |
| Range | WorkStream |
EN: An engagement contains work streams.
ZH: 项目包含工作模块。
has_milestone / 包含里程碑¶
| Field | Value |
|---|---|
| ID | has_milestone |
| Domain | Engagement |
| Range | EngagementMilestone |
EN: An engagement has key milestones.
ZH: 咨询项目包含关键里程碑。
conducts_workshop / 开展工作坊¶
| Field | Value |
|---|---|
| ID | conducts_workshop |
| Domain | Engagement |
| Range | Workshop |
EN: An engagement conducts workshop activities.
ZH: 咨询项目中开展工作坊活动。
produces_deliverable / 产出交付物¶
| Field | Value |
|---|---|
| ID | produces_deliverable |
| Domain | WorkStream |
| Range | Deliverable |
EN: A work stream produces deliverables.
ZH: 工作模块产出交付物。
applies_methodology / 应用方法论¶
| Field | Value |
|---|---|
| ID | applies_methodology |
| Domain | Engagement |
| Range | Methodology |
EN: An engagement applies a methodology.
ZH: 项目应用方法论。
uses_framework / 使用分析框架¶
| Field | Value |
|---|---|
| ID | uses_framework |
| Domain | Deliverable |
| Range | Framework |
EN: A deliverable uses an analytical framework.
ZH: 交付物使用分析框架。
fulfills_staffing_request / 满足配置需求¶
| Field | Value |
|---|---|
| ID | fulfills_staffing_request |
| Domain | ConsultantRole |
| Range | StaffingRequest |
EN: A consultant fulfills a staffing request.
ZH: 顾问满足人员配置需求。
generates_pipeline / 产生商机管道¶
| Field | Value |
|---|---|
| ID | generates_pipeline |
| Domain | ClientRelationship |
| Range | Pipeline |
EN: A client relationship generates a pipeline opportunity.
ZH: 客户关系产生商机管道。
converts_to_engagement / 转化为签约项目¶
| Field | Value |
|---|---|
| ID | converts_to_engagement |
| Domain | Pipeline |
| Range | Engagement |
EN: A pipeline opportunity converts into a signed engagement.
ZH: 商机转化为签约项目。
reviewed_by / 经过质量评审¶
| Field | Value |
|---|---|
| ID | reviewed_by |
| Domain | Deliverable |
| Range | QualityReview |
EN: A deliverable is reviewed through quality review.
ZH: 交付物经过质量评审。
assessed_by_survey / 通过满意度调查评估¶
| Field | Value |
|---|---|
| ID | assessed_by_survey |
| Domain | Engagement |
| Range | ClientSatisfactionSurvey |
EN: An engagement is assessed by a client satisfaction survey.
ZH: 项目通过客户满意度调查评估。
contributes_to_knowledge / 沉淀为知识资产¶
| Field | Value |
|---|---|
| ID | contributes_to_knowledge |
| Domain | Engagement |
| Range | KnowledgeAsset |
EN: An engagement contributes to knowledge assets.
ZH: 项目经验沉淀为知识资产。
documented_as_case / 记录为案例研究¶
| Field | Value |
|---|---|
| ID | documented_as_case |
| Domain | Engagement |
| Range | CaseStudy |
EN: An engagement is documented as a case study.
ZH: 项目记录为案例研究。
publishes_thought_leadership / 发布思想领导力内容¶
| Field | Value |
|---|---|
| ID | publishes_thought_leadership |
| Domain | PracticeLine |
| Range | ThoughtLeadership |
EN: A practice line publishes thought leadership content.
ZH: 业务线发布思想领导力内容。
benchmarked_against / 使用对标研究¶
| Field | Value |
|---|---|
| ID | benchmarked_against |
| Domain | Deliverable |
| Range | BenchmarkStudy |
EN: A deliverable is benchmarked against a benchmark study.
ZH: 交付物使用对标研究支撑。
includes_change_plan / 包含变革管理计划¶
| Field | Value |
|---|---|
| ID | includes_change_plan |
| Domain | Engagement |
| Range | ChangeManagementPlan |
EN: An engagement includes a change management plan.
ZH: 项目包含变革管理计划。
has_risk / 面临风险¶
| Field | Value |
|---|---|
| ID | has_risk |
| Domain | Engagement |
| Range | Risk |
EN: Risks faced by an engagement, including conflict of interest, scope creep, and other risk types.
ZH: 咨询项目面临的风险，包括利益冲突、范围蔓延等各类风险。
governed_by_policy / 受政策约束¶
| Field | Value |
|---|---|
| ID | governed_by_policy |
| Domain | Engagement |
| Range | Policy |
EN: An engagement is governed by policies, including independence policy, confidentiality policy, etc.
ZH: 咨询项目受治理政策约束，包括独立性政策、保密政策等。
measured_by_utilization / 由利用率衡量¶
| Field | Value |
|---|---|
| ID | measured_by_utilization |
| Domain | ConsultantRole |
| Range | UtilizationMetric |
EN: Consultant performance is measured by utilization metrics.
ZH: 顾问绩效由利用率指标衡量。
measured_by_revenue / 由收入指标衡量¶
| Field | Value |
|---|---|
| ID | measured_by_revenue |
| Domain | PracticeLine |
| Range | RevenueMetric |
EN: Practice line performance is measured by revenue metrics.
ZH: 业务线业绩由收入指标衡量。
billed_at / 按费率计费¶
| Field | Value |
|---|---|
| ID | billed_at |
| Domain | ConsultantRole |
| Range | BillableRate |
EN: A consultant is billed at a specific billable rate.
ZH: 顾问按照费率标准计费。
tracked_in_crm / 在CRM中管理¶
| Field | Value |
|---|---|
| ID | tracked_in_crm |
| Domain | ClientAccount |
| Range | CRMSystem |
EN: A client account is tracked in the CRM system.
ZH: 客户账户在CRM系统中管理。
stored_in_portal / 存储于知识门户¶
| Field | Value |
|---|---|
| ID | stored_in_portal |
| Domain | KnowledgeAsset |
| Range | KnowledgePortal |
EN: Knowledge assets are stored in the knowledge portal.
ZH: 知识资产存储于知识管理门户。
scheduled_in_rms / 通过资源管理系统调度¶
| Field | Value |
|---|---|
| ID | scheduled_in_rms |
| Domain | StaffingRequest |
| Range | ResourceManagementSystem |
EN: Staffing requests are scheduled through the resource management system.
ZH: 人员配置通过资源管理系统调度。
logged_in_timesheet / 在工时系统中记录¶
| Field | Value |
|---|---|
| ID | logged_in_timesheet |
| Domain | Engagement |
| Range | TimeTrackingSystem |
EN: Engagement hours are logged in the time tracking system.
ZH: 项目工时在工时管理系统中记录。
bd_capability_realized_by / 业务开发能力实现¶
| Field | Value |
|---|---|
| ID | bd_capability_realized_by |
| Domain | BusinessDevelopmentCapability |
| Range | BusinessDevelopmentProcess |
EN: Business development capability is realized by the business development process.
ZH: 业务开发能力由业务开发流程实现。
km_capability_realized_by / 知识管理能力实现¶
| Field | Value |
|---|---|
| ID | km_capability_realized_by |
| Domain | KnowledgeManagementCapability |
| Range | KnowledgeCaptureProcess |
EN: Knowledge management capability is realized by the knowledge capture process.
ZH: 知识管理能力由知识沉淀流程实现。
talent_capability_realized_by / 人才发展能力实现¶
| Field | Value |
|---|---|
| ID | talent_capability_realized_by |
| Domain | TalentDevelopmentCapability |
| Range | StaffingProcess |
EN: Talent development capability is realized by the staffing process.
ZH: 人才发展能力由人员配置流程实现。
digital_capability_realized_by / 数字化交付能力实现¶
| Field | Value |
|---|---|
| ID | digital_capability_realized_by |
| Domain | DigitalDeliveryCapability |
| Range | EngagementDeliveryProcess |
EN: Digital delivery capability is realized by the engagement delivery process.
ZH: 数字化交付能力由项目交付流程实现。