SBIR Phase I: A New Approach for Enhancing Capital Investment Decisions by Optimizing Returns and Risks of Project Portfolios

SBIR 第一阶段：通过优化项目组合的回报和风险来增强资本投资决策的新方法

• 批准号: 0232001
• 负责人: Fred Glover
• 金额: $ 10万
• 依托单位: OptTek Systems, Inc.
• 依托单位国家: 美国
• 项目类别: Standard Grant
• 财政年份: 2003
• 资助国家: 美国
• 起止时间: 2003-01-01 至 2003-06-30
• 项目状态: 已结题
• 来源: https://www.nsf.gov/awardsearch/showAward?AWD_ID=0232001&HistoricalAwards=false
• 关键词: SBIR; Phase; New; Approach; Enhancing

This Small Business Innovation Research (SBIR) project seeks to design an algorithmic approach and develop pilot software for optimizing the returns and associated risks of project portfolios to significantly improve the performance of capital finance and budgeting. This project is expected to achieve: an algorithmic approach for intelligently achieving near-optimal solutions for project portfolios in industries such as oil and gas, pharmaceuticals, bioengineering, heavy manufacturing, etc.; pilot software that incorporates this approach when integrated with simulation; key performance indicators to test the software; and a value proposition to assess the satisfaction of customer requirements. This new approach will provide a way to generate a model representation that is far more exploitable than those produced by past efforts. Coupled with other software, the outcome will provide a major advance in the ability to solve problems of project portfolio management effectively. The commercial applications anticipated for the ultimate software system are enhancement of the performance of capital budgeting and project portfolio management. While recognition of the limitations of current approaches is universal, none of the alternatives to these approaches has proved attractive enough to become widely embraced as a viable method of choice. Based on this observation and an estimate of the market size to be over $750M, a significant business opportunity exists.

这个小企业创新研究（SBIR）项目旨在设计一种算法方法，并开发试点软件，以优化项目组合的回报和相关风险，从而显着提高资本融资和预算的绩效。 该项目预计实现：一种算法方法，用于智能地为油气、制药、生物工程、重制造等行业的项目组合实现接近最优的解决方案; 在与模拟集成时采用这种方法的试验软件;测试软件的关键性能指标;以及评估客户要求满足情况的价值主张。 这种新方法将提供一种生成模型表示的方法，这种方法比过去的努力更容易利用。再加上其他软件，结果将提供一个重大的进步，有效地解决项目组合管理的问题的能力。预期最终软件系统的商业应用是提高资本预算和项目组合管理的性能。虽然人们普遍认识到目前办法的局限性，但这些办法的替代办法都没有足够的吸引力，被广泛接受为可行的选择方法。根据这一观察和市场规模超过7.5亿美元的估计，存在重大的商业机会。