{"id":48848,"date":"2025-07-30T13:44:23","date_gmt":"2025-07-30T05:44:23","guid":{"rendered":"https:\/\/www.wsisp.com\/helps\/48848.html"},"modified":"2025-07-30T13:44:23","modified_gmt":"2025-07-30T05:44:23","slug":"%e3%80%90%e6%95%b0%e6%8d%ae%e8%b5%84%e4%ba%a7%e3%80%91%e4%bc%81%e4%b8%9a%e7%ba%a7%e6%95%b0%e6%8d%ae%e8%b5%84%e4%ba%a7%e7%ae%a1%e7%90%86%e8%a7%a3%e5%86%b3%e6%96%b9%e6%a1%88","status":"publish","type":"post","link":"https:\/\/www.wsisp.com\/helps\/48848.html","title":{"rendered":"\u3010\u6570\u636e\u8d44\u4ea7\u3011\u4f01\u4e1a\u7ea7\u6570\u636e\u8d44\u4ea7\u7ba1\u7406\u89e3\u51b3\u65b9\u6848"},"content":{"rendered":"<h4>\u4f01\u4e1a\u7ea7\u6570\u636e\u8d44\u4ea7\u7ba1\u7406\u662f\u6570\u5b57\u5316\u8f6c\u578b\u7684\u6838\u5fc3\u57fa\u7840&#xff0c;\u9700\u6784\u5efa\u8986\u76d6\u6570\u636e\u5168\u751f\u547d\u5468\u671f\u7684\u4f53\u7cfb\u5316\u89e3\u51b3\u65b9\u6848\u3002\u4ee5\u4e0b\u4e3a\u5173\u952e\u7ec4\u4ef6\u53ca\u5b9e\u65bd\u8def\u5f84&#xff1a;<\/h4>\n<h5>1. \u6570\u636e\u6cbb\u7406\u6846\u67b6<\/h5>\n<p>\u5efa\u7acb\u4f01\u4e1a\u7ea7\u6570\u636e\u6cbb\u7406\u59d4\u5458\u4f1a&#xff0c;\u5b9a\u4e49\u6570\u636e\u6807\u51c6\u3001\u6743\u8d23\u4f53\u7cfb\u548c\u7ba1\u63a7\u6d41\u7a0b&#xff1a;<\/p>\n<ul>\n<li>\u5143\u6570\u636e\u7ba1\u7406&#xff1a;\u7edf\u4e00\u4e1a\u52a1\u672f\u8bed\u4e0e\u6280\u672f\u5b57\u6bb5\u6620\u5c04&#xff0c;\u4f8b\u5982&#xff1a; # \u5143\u6570\u636e\u81ea\u52a8\u91c7\u96c6\u793a\u4f8b<br \/>\ndef extract_metadata(data_source):<br \/>\n    return {<br \/>\n        &#034;\u5b57\u6bb5\u540d&#034;: data_source.columns,<br \/>\n        &#034;\u6570\u636e\u7c7b\u578b&#034;: data_source.dtypes,<br \/>\n        &#034;\u4e1a\u52a1\u5b9a\u4e49&#034;: load_business_glossary()<br \/>\n    }<\/p>\n<\/li>\n<li>\u6570\u636e\u8840\u7f18\u8ffd\u8e2a&#xff1a;\u53ef\u89c6\u5316\u6570\u636e\u6d41\u8f6c\u8def\u5f84&#xff0c;\u652f\u6301\u5f71\u54cd\u5206\u6790<\/li>\n<\/ul>\n<h5>2. \u6570\u636e\u8d28\u91cf\u7ba1\u7406<\/h5>\n<p>\u901a\u8fc7\u516d\u897f\u683c\u739b\u65b9\u6cd5\u63a7\u5236\u6570\u636e\u8d28\u91cf&#xff1a; $$ \\\\text{DQ \u6307\u6570} &#061; \\\\frac{\\\\text{\u6709\u6548\u6570\u636e\u91cf}}{\\\\text{\u603b\u6570\u636e\u91cf}} \\\\times 100% $$ \u5b9e\u65bd\u6b65\u9aa4&#xff1a;<\/p>\n<li>\u5b9a\u4e49\u6821\u9a8c\u89c4\u5219&#xff08;\u5b8c\u6574\u6027\/\u552f\u4e00\u6027\/\u51c6\u786e\u6027&#xff09;<\/li>\n<li>\u81ea\u52a8\u5316\u8d28\u91cf\u76d1\u63a7\u544a\u8b66<\/li>\n<li>\u95ed\u73af\u4fee\u590d\u673a\u5236<\/li>\n<h5>3. \u4e3b\u6570\u636e\u7ba1\u7406&#xff08;MDM&#xff09;<\/h5>\n<p>\u6784\u5efa\u9ec4\u91d1\u8bb0\u5f55\u6e90&#xff0c;\u89e3\u51b3\u6570\u636e\u5b64\u5c9b\u95ee\u9898&#xff1a;<\/p>\n<p>graph LR<br \/>\n    A[CRM\u7cfb\u7edf] &#8211;&gt; C[\u4e3b\u6570\u636e\u67a2\u7ebd]<br \/>\n    B[ERP\u7cfb\u7edf] &#8211;&gt; C<br \/>\n    C &#8211;&gt; D[\u7edf\u4e00\u5ba2\u6237\u89c6\u56fe]<\/p>\n<h5>4. \u6570\u636e\u5b89\u5168\u4e0e\u5408\u89c4<\/h5>\n<ul>\n<li>\u5206\u7ea7\u5206\u7c7b&#xff1a;\u6309\u654f\u611f\u7ea7\u522b\u5b9e\u65bd\u5dee\u5f02\u5316\u7ba1\u7406<\/li>\n<li>\u52a8\u6001\u8131\u654f&#xff1a;\u5bf9\u975e\u6388\u6743\u7528\u6237\u9690\u85cf\u5173\u952e\u5b57\u6bb5<\/li>\n<li>\u5ba1\u8ba1\u8ffd\u8e2a&#xff1a;\u8bb0\u5f55\u6240\u6709\u6570\u636e\u8bbf\u95ee\u884c\u4e3a<\/li>\n<\/ul>\n<h5>5. \u6570\u636e\u4ef7\u503c\u5b9e\u73b0<\/h5>\n<p>\u5efa\u7acb\u6570\u636e\u8d44\u4ea7\u76ee\u5f55&#xff0c;\u652f\u6301\u4e1a\u52a1\u573a\u666f\u521b\u65b0&#xff1a;<\/p>\n<table>\n<tr>\u8d44\u4ea7\u7c7b\u578b\u5e94\u7528\u573a\u666fROI\u6d4b\u7b97\u6a21\u578b<\/tr>\n<tbody>\n<tr>\n<td>\u5ba2\u6237\u753b\u50cf<\/td>\n<td>\u7cbe\u51c6\u8425\u9500<\/td>\n<td>$ \\\\text{ROI} &#061; \\\\frac{\\\\text{\u8425\u9500\u589e\u91cf\u6536\u5165}}{\\\\text{\u6570\u636e\u6210\u672c}} $<\/td>\n<\/tr>\n<tr>\n<td>\u8bbe\u5907\u8fd0\u884c\u6570\u636e<\/td>\n<td>\u9884\u6d4b\u6027\u7ef4\u62a4<\/td>\n<td>\u964d\u4f4e\u505c\u673a\u635f\u593130%&#043;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h5>\u6280\u672f\u67b6\u6784\u53c2\u8003<\/h5>\n<p>\u5e94\u7528\u5c42(BI\/AI\u5e94\u7528)<br \/>\n\u2502<br \/>\n\u251c\u2500\u670d\u52a1\u5c42(\u6570\u636eAPI\/\u8d44\u4ea7\u76ee\u5f55)<br \/>\n\u2502<br \/>\n\u251c\u2500\u6838\u5fc3\u5c42(\u8d28\u91cf\u5f15\u64ce\/\u8840\u7f18\u5206\u6790\/\u5b89\u5168\u7f51\u5173)<br \/>\n\u2502<br \/>\n\u2514\u2500\u57fa\u7840\u5c42(\u6570\u636e\u6e56\/\u6570\u4ed3\/\u5b9e\u65f6\u8ba1\u7b97\u5e73\u53f0)<\/p>\n<p>\u5b9e\u65bd\u5efa\u8bae&#xff1a;<\/p>\n<li>\u4f18\u5148\u9009\u62e93-5\u4e2a\u5173\u952e\u4e1a\u52a1\u57df\u8bd5\u70b9<\/li>\n<li>\u5efa\u7acb\u6570\u636e\u8d44\u4ea7\u4ef7\u503c\u8bc4\u4f30KPI\u4f53\u7cfb<\/li>\n<li>\u7ed3\u5408\u4e91\u539f\u751f\u67b6\u6784\u5b9e\u73b0\u5f39\u6027\u6269\u5c55<\/li>\n<li>\u6bcf\u5b63\u5ea6\u8fdb\u884c\u6570\u636e\u6210\u719f\u5ea6\u8bc4\u4f30&#xff1a; $$ \\\\text{\u6210\u719f\u5ea6} &#061; \\\\alpha \\\\cdot \\\\text{\u6cbb\u7406} &#043; \\\\beta \\\\cdot \\\\text{\u8d28\u91cf} &#043; \\\\gamma \\\\cdot \\\\text{\u5e94\u7528} $$<\/li>\n<p>\u8be5\u89e3\u51b3\u65b9\u6848\u53ef\u5e2e\u52a9\u4f01\u4e1a\u964d\u4f4e\u6570\u636e\u7ba1\u7406\u6210\u672c20%-40%&#xff0c;\u540c\u65f6\u63d0\u5347\u6570\u636e\u9a71\u52a8\u51b3\u7b56\u6548\u738750%\u4ee5\u4e0a\u3002<\/p>\n<\/p>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/p>\n<p>\u5168\u7f51\u6700\u5168<span style=\"color:#a2e043\">\u6570\u5b57\u5316\u8f6c\u578b<\/span>\u8bfe\u7a0b\u4f53\u7cfb&#xff08;<span style=\"color:#ff9900\">~~~\u5c0f\u5b66\u751f\u770b\u5b8c\u90fd\u80fd\u6210\u4e3a\u6570\u5b57\u5316\u8f6c\u578b\u4e13\u5bb6\u7684\u4fdd\u59c6\u8bfe\u7a0b~~~<\/span>&#xff09; \u8bfe\u7a0b\u5185\u5bb9\u8986\u76d6<span style=\"color:#fe2c24\">\u56fd\u5185\u5916\u5927\u4f01\u4e1a\u7684\u6570\u5b57\u5316\u8f6c\u578b\u5b9e\u8df5\u7ecf\u9a8c<\/span>&#xff0c;\u4ece\u6570\u636e\u7ba1\u7406\u3001\u6570\u636e\u6cbb\u7406\u3001\u6570\u636e\u67b6\u6784\u9053\u6570\u636e\u5b89\u5168\u7b49\u9886\u57df\u5168\u9762\u63a2\u7a76\u4f01\u4e1a\u6570\u5b57\u5316\u8f6c\u578b\u6210\u529f\u7684\u79d8\u8bc0&#xff0c;\u9002\u5408\u548c\u6240\u6709\u6570\u636e\u884c\u4e1a\u7684\u4eba\u5b66\u4e60\u3002\u5404\u4f4d<span style=\"color:#ed7976\">\u6570\u636e\u8001\u53f8\u673a<\/span>\u8d76\u7d27\u6765\u5b66\u4e60\u5427~~~~&#xff01;&#xff01;&#xff01;&#xff01;<\/p>\n<p>01\u300aDAMA\u6570\u636e\u7ba1\u7406\u77e5\u8bc6\u4f53\u7cfb&#xff08;\u539f\u4e66\u7b2c2\u7248\u4fee\u8ba2\u7248&#xff09;\u300b<\/p>\n<p>02\u300a\u5927\u6570\u636e\u4e4b\u8def\u2014\u963f\u91cc\u5df4\u5df4\u5927\u6570\u636e\u5b9e\u8df5\u300b<\/p>\n<p>03\u300a\u963f\u91cc\u5df4\u5df4\u5927\u6570\u636e\u4e4b\u8def2\u300b<\/p>\n<p>04\u300a\u534e\u4e3a\u6570\u636e\u4e4b\u9053\u300b<\/p>\n<p>05\u300a\u534e\u4e3a\u6570\u5b57\u5316\u8f6c\u578b\u4e4b\u9053\u300b<\/p>\n<p>06\u300a\u6570\u636e\u4ed3\u5e93\u5de5\u5177\u7bb1\u2014\u7ef4\u5ea6\u5efa\u6a21\u6743\u5a01\u6307\u5357\u300b<\/p>\n<p>07\u300a\u6570\u636e\u67b6\u6784\u2014\u6570\u636e\u79d1\u5b66\u5bb6\u7684\u7b2c\u4e00\u672c\u4e66\u300b<\/p>\n<p>08\u300a\u9ea6\u80af\u9521\u8bb2\u5168\u7403\u4f01\u4e1a\u6570\u5b57\u5316\u300b<\/p>\n<p>09\u300a\u7a7f\u8d8a\u6570\u636e\u7684\u8ff7\u5bab\u2014\u6570\u636e\u7ba1\u7406\u6267\u884c\u6307\u5357\u300b<\/p>\n<p>10\u300a\u6570\u636e\u6cbb\u7406\u2014\u5de5\u4e1a\u4f01\u4e1a\u6570\u5b57\u5316\u8f6c\u578b\u4e4b\u9053\u300b<\/p>\n<p>11\u300a\u8d85\u8d8a\u6570\u5b57\u5316&#xff1a;\u91cd\u5851\u4f01\u4e1a\u672a\u6765\u7684\u4e03\u5927\u8981\u52a1\u300b<\/p>\n<p>12\u300a\u6570\u636e\u6807\u51c6\u5316\u2014\u4f01\u4e1a\u6570\u636e\u6cbb\u7406\u7684\u57fa\u77f3\u300b<\/p>\n<p>13\u300a\u6570\u636e\u4ea7\u54c1\u5f00\u53d1\u4e0e\u7ecf\u8425\u2014\u4ece\u6570\u636e\u8d44\u6e90\u5230\u6570\u636e\u8d44\u672c\u300b<\/p>\n<p>14\u300a\u4e00\u672c\u4e66\u8bb2\u900f\u6570\u636e\u8d44\u4ea7\u5165\u8868\u2014\u6218\u7565\u3001\u65b9\u6cd5\u3001\u5de5\u5177\u548c\u5b9e\u8df5\u300b<\/p>\n<p>15\u300a\u6307\u6807\u7cfb\u7edf\u4e0e\u6307\u6807\u5e73\u53f0\u2014\u65b9\u6cd5\u4e0e\u5b9e\u8df5\u300b<\/p>\n<p>16\u300a\u9996\u5e2d\u6570\u636e\u5b98\u77e5\u8bc6\u4f53\u7cfb\u6307\u5357&#xff08;CDOBOK&#xff09;\u300b<\/p>\n<p>17\u300a\u6570\u636e\u5408\u89c4 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