JP2023043740A - Business management system and program thereof - Google Patents

Abstract

To provide a business management system that enables companies that carry out multiple works and operations to immediately grasp the busyness of the companies while grasping the overall situation, and can facilitate adjustment of processes, allocation of personnel, and modification of the deployment of a facility for new work and operation orders, and a business management program.SOLUTION: A business management system 1b comprises: a process processing unit 5 that sets a construction period for ordered business content and creates a process chart; a work instruction creation unit 8a that creates a work instruction using operation content subdivided from the business content; a daily report creation unit 8b that creates a daily report for reporting completed operation content; a user device 32 capable of viewing the work instructions; and a busy season ratio calculation unit 7 that calculates a busy season ratio calculated by dividing an order amount of the business content by the construction period and adding busy season parameters for each date. The process processing unit 5 displays the busy season ratio on the process chart.SELECTED DRAWING: Figure 13

Description

The present invention relates to a system and a program for managing work from acceptance of orders to delivery of work related to construction, maintenance, or repair work.

Conventionally, a management system has been developed that enables management while grasping the progress of work processes, production volume, etc. at a production site such as a factory.
For example, Patent Literature 1 describes a process management system under the name of "process management system and process management program" for managing the personnel and equipment required to produce a plurality of products manufactured through a plurality of processes. An invention relating to is disclosed.
In this invention, the process is managed for each part of the product, the process of assembling and inspecting those parts is managed by a process chart, and the arrangement of the necessary mechanics, assemblers, and inspectors and the deployment of necessary equipment are performed. By putting together as a manufacturing schedule database, it is easy to change the schedule plan. In addition, by creating a cumulative man-hour comparison chart that compares the cumulative planned man-hours and actual man-hours for each deadline, it is possible to easily grasp the status of the process completion and to flexibly determine changes in the schedule plan.
Patent Document 2 describes an EVM (Earned Value Management System) under the name of "work progress management method". is converted into the actual cost required to generate deliverables in that work unit, and by comparing the integral value of the actual cost with the integral value of the planned cost, the actual work progress is delayed with respect to the work plan. Based on the method of expressing whether or not the An invention of a technique for managing the progress of work while comparing actual values is disclosed.
In this invention, it is possible to more effectively manage the progress of work by using a predetermined ratio of the actual value to the planned cost as the alarm threshold value and displaying an alarm on the display device when the ratio falls below.
Patent Document 3, titled "Production Management System and Method", relates to a production management system capable of grasping the progress of work processes classified into work units suitable for shortening lead times for each material. An invention is disclosed.
In this invention, the production management system is provided with an actual accumulated value calculation section and a target accumulated value calculation section, and the values calculated by each are compared and displayed on the manager's terminal to determine the efficiency of the work process. It is possible to grasp Based on the idea that cost creates value, display the cost injected into each process, show the time integral value of the sum of the material cost and the processing cost of the work process, and compare it with the target integrated value. In this way, profitability and efficiency can be grasped.

Japanese Patent Application Laid-Open No. 2003-303009 JP 2004-287891 A JP 2014-002705 A

However, in the inventions disclosed in Patent Documents 1 to 3, it is possible to grasp the profitability and efficiency of each process in a work or business while comparing the target cost and the actual cost in one work or business. Also, although it is possible to change the schedule, in general companies there are many cases in which multiple tasks and operations are progressing in parallel. It is necessary to maximize efficiency.
In that case, it is important to set the process of the work or business to be newly ordered based on the progress status of the work or business that has already been ordered, and integrate the process of each work or business However, in the inventions disclosed in Patent Documents 1 to 3, even if it is possible to grasp the efficiency and profit rate of individual processes, There was a big problem that it was difficult to immediately grasp the busy state of work and business.
The present invention has been made in response to such a conventional situation, and enables a company, which simultaneously carries out multiple tasks and tasks, to immediately grasp the busyness of the company while grasping the overall situation. Another object of the present invention is to provide a work management system and a work management program that make it possible to easily adjust the process, allocate personnel, and correct the deployment of equipment for new work and work orders. do.

In order to achieve the above object, the business management system, which is the first invention, comprises a process processing unit that sets the work period for the business content ordered from the customer, and the business content that is configured by subdividing the business content. a work instruction creation unit that creates a work instruction using a work instruction; a daily report creation unit that creates a daily report reporting the completed work content of the work content; and browses the work content described in the work instruction and a busy period ratio calculation unit that calculates a busy period parameter by dividing the order amount of the business content by the construction period, and the process processing unit divides the date in the horizontal column and the date in the vertical column. The plurality of business contents are arranged and the construction periods of the plurality of business contents are integrated into a list, and the busy period ratio calculation unit adds the busy season parameter for each of the business contents for each date. A period ratio is calculated, and the process processing unit displays the busy period ratio on the list.
In the business management system having the above configuration, the busy season ratio calculation unit calculates the busy season parameter for each business content, and further adds the busy season parameter of each business content for each date to calculate the busy season ratio. On the other hand, the process processing section acts to display the construction period of the business content in a list including the busy period ratio.

A second aspect of the invention is a business management system according to the first aspect, wherein the business content is associated with a preset progress rate along the time series of execution of the business content, and is included in the daily report. a progress rate extraction unit that reads the highest progress rate among the progress rates linked to the completed work content, and the process processing unit displays the read highest progress rate on the list; It is characterized by
In the work management system configured as described above, the progress rate extraction unit reads out the highest progress rate among the progress rates linked to the completed work content included in the daily report created by the daily report creation unit, The process handler acts to list its highest percentage of progress.

A third aspect of the invention is a work management system according to the first or second aspect, wherein the work instruction sheet creating unit uses work contents organized at a higher level by summarizing the work contents instead of the work contents. The work instructions are created, and the daily report creation unit creates the daily report for reporting the completed work content among the work content, and the work content is assigned an ID in advance and is reported in the daily report. It is characterized in that the IDs are attached to the lower-level work contents that have been summarized and linked to each other.
In the work management system configured as described above, the work instruction preparation unit acts to prepare work instructions using the work content instead of the work content, and the daily report preparation unit prepares a daily report for reporting the work content. However, an ID is provided in advance, and this ID acts to associate the work content with the business content.
In the present invention, "work content" and "work content" both mean subdivided business content that has been ordered into action levels that are actually carried out, but "business content" means carrying out business content It is a concept of concrete actions that are easy for on-site engineers (workers) to understand. It is defined as a concept of a higher action level. That is, one "work content" corresponds to a plurality of subdivided "work content". Therefore, for one ID representing "work content", there are a plurality of IDs representing "work content", including cases where subscripts such as branch numbers are provided.
When the department that creates the work instructions and the department that performs the work on site are different, this kind of ID-based linking management enables each department to understand the action level in terms that are easy to understand. This is to ensure compatibility.

A fourth aspect of the invention is a work management system according to any one of the first to third inventions, wherein the process processing unit allocates workers according to the contents of the work instruction for each date, and is displayed in the above list or separate table.
In the above-configured work management system, the process processing unit allocates workers for each date according to the contents of the work instructions, and displays the number of workers in a list or a table separate from the list.

A business management program, which is a fifth invention, uses a computer to set a construction period for the business content ordered from a customer, and a business content that is configured by subdividing the business content. A work instruction creation process of creating a work instruction, a daily report creation process of creating a daily report reporting the completed work content of the work content, and a busy period by dividing the order amount of the business content by the work period A busy season ratio calculation process for calculating parameters, a schedule integration process for arranging dates in horizontal columns and multiple business contents in vertical columns to integrate the construction schedules of the multiple business contents into a list, and each business A busy period ratio calculation step of calculating a busy period ratio by adding the busy period parameter to the content for each of the dates, and a busy period ratio display step of displaying the calculated busy period ratio on the list are executed. It is characterized by
Since the business management program having the above configuration is obtained by treating the first invention as a program invention, its function is the same as that of the first invention.

A sixth aspect of the invention is a business management program according to the fifth aspect, wherein the business content is associated with a preset progress rate along the time series of execution of the business content, and is included in the daily report. executing a progress rate extracting step of reading out the highest progress rate among the progress rates linked to the completed work content; and a progress rate display step of displaying the read progress rate in the list. It is characterized by
Since the business management program having the above configuration is obtained by treating the second invention as a program invention, its function is the same as that of the second invention.

A seventh aspect of the present invention is a business management program according to the fifth or sixth aspect, wherein the work instruction creation step uses work content that is composed of a higher level of the business content in place of the business content. the step of creating the work instructions, the step of creating the daily report is a step of creating the daily report for reporting the content of the completed work among the content of the work, and the content of the work is assigned an ID in advance; It is characterized in that the ID is attached to and linked to the summarized lower-level business content reported in the daily report.
Since the work management program having the above configuration is obtained by treating the third invention as a program invention, its function is the same as that of the third invention.

An eighth invention is a business management program according to any one of the fifth to seventh inventions, wherein the work period integration step allocates workers according to the content of the work order for each date, and is displayed in the above list or separate table.
Since the business management program having the above configuration is obtained by treating the fourth invention as a program invention, its function is the same as that of the fourth invention.

In the business management system according to the first invention, once the order amount and construction period of the received business content are determined, the busy season parameter is calculated, and the busy season ratio for the entire business content is calculated. It is possible to grasp the degree of busyness at a glance. Therefore, it is possible to easily grasp the degree of busyness caused by the content of a new order to the entire company by tentatively determining the order amount and the work period. It is possible to quickly adjust the deployment of heavy machinery and equipment, and to improve the efficiency and profitability of the entire business of the company.

In the business management system according to the second aspect of the present invention, since the progress rate is linked to the content of the work to be performed in advance, the progress of the business is automatically indicated based on the content of the business reported in the daily report. It is possible to easily grasp the progress rate by creating it. Although it is important to accurately grasp individual progress rates, it takes time and effort to calculate and review progress rates, and management of progress rates is difficult in companies where many projects are progressing at the same time. is complicated and inefficient, it is possible to contribute to the improvement of the efficiency and profit rate of the entire company by automatically grasping the progress rate with a certain degree of accuracy, even if it is rough.

In the business management system according to the third invention, since the work instruction creation unit creates the work instructions using the high-level work content instead of the low-level business content, the system user who creates the work instruction It is sufficient to understand the work content of In addition, since the daily report creation unit creates daily reports so as to report the details of lower-level work as they are, it is sufficient for the system user who creates the daily report to understand the details of lower-level work. Since the content of the work and the content of the work are linked by an ID, the system user who creates the daily report while performing the business can view the work instruction sheet and create the daily report, so that the work instruction sheet can be used to create the daily report. It is possible to carry out the work content as it is.
In this system, even if the personnel in the department that creates the work instructions and the daily report are different, rather than the same work content, the creation of the work instructions is different from the work content at the site and is easy to understand. When it is determined that it is desirable to adopt the work content, it is possible to support more efficient and highly accurate business execution.

The business management system according to the fourth invention displays the number of workers in a list or other separate table according to the contents of the work instruction, thereby enabling the entire company to ), it is possible to suppress processes that exceed the number of personnel in the company, and to carry out an appropriate personnel allocation plan within the period.
It is possible to improve the efficiency of the company's business execution and the profit rate by making it possible to respond to the appropriate allocation of personnel.

Since the business management program according to the fifth invention is obtained by treating the first invention as a program invention, its effects are the same as those of the first invention.

Since the business management program according to the sixth invention is obtained by treating the second invention as a program invention, its effects are the same as those of the second invention.

Since the business management program according to the seventh invention is obtained by treating the third invention as a program invention, its effects are the same as those of the third invention.

Since the business management program according to the eighth invention is obtained by treating the fourth invention as a program invention, its effects are the same as those of the fourth invention.

1 is a system block diagram of a business management system according to a first embodiment of the present invention; FIG. FIG. 2 is a flow chart for explaining the setting and execution of processes by the business management system according to the first embodiment from the receipt of an order for a business in a company; FIG. 2 is a conceptual diagram showing an integrated process chart formulated by the business management system according to the first embodiment; FIG. (a) and (b) are conceptual diagrams of a customer master of the business management system according to the first embodiment. 3 is a conceptual diagram of an in-house personnel master of the business management system according to the first embodiment; FIG. 4A and 4B are conceptual diagrams of a work instruction master of the work management system according to the first embodiment; FIG. FIG. 4 is a conceptual diagram of a display screen for work instructions created by the work management system according to the first embodiment; 4 is a conceptual diagram of an attached table created by the business management system according to the first embodiment; FIG. It is a conceptual diagram for demonstrating the busy season parameter and busy season ratio calculated in the business management system which concerns on 1st Embodiment. (a) and (b) are conceptual diagrams of a work content master of the work management system according to the first embodiment. 4A and 4B are conceptual diagrams of a daily report business master of the business management system according to the first embodiment; FIG. FIG. 4 is a conceptual diagram of a daily report display screen created by the business management system according to the first embodiment; FIG. 8 is a conceptual diagram of a master database of the business management system according to the second embodiment of the present invention; FIG. 11 is a conceptual diagram of a display screen for work instructions created by the business system according to the second embodiment;

(First embodiment)
A business management system according to a first embodiment of the present invention will be described below with reference to FIGS. 1 to 12. FIG.
FIG. 1 is a system block diagram of a business management system according to the first embodiment.
In FIG. 1, the business management system 1a includes a processing unit 2, an input/output interface 3, a storage unit 4, and user devices connectable to a wide area communication network 93, such as an accounting user used by an accounting staff 29a. It has a device 29, a management user device 30 used by an administrator 30a, a sales user device 31 used by a salesperson 31a, and an operation user device 32 used by a worker 32a. In addition, the business management system 1a can be assumed as a system provided with arithmetic circuits and storage devices capable of exhibiting their respective functions in a computer server, except for user devices.
The input/output interface 3 is implemented as a device such as an arithmetic circuit, firmware, communication software such as a TCP/IP driver or PPP driver, or a combination thereof. The business management system 1a can transmit and receive data to and from other devices, particularly user devices 29 to 32, via the input/output interface 3. When the business management system 1a is operated, an output device such as a display device can be used. can also be connected to

The configuration contents of the business management system 1a will be described.
The processing unit 2 is composed of a process processing unit 5, a progress rate extracting unit 6, a busy period ratio calculating unit 7, a work instruction sheet creating unit 8a, and a daily report creating unit 8b.
The storage unit 4 is composed of a master database 9a, a process database 10, an accounting database 11, a work instruction database 12, a daily report database 13, and an integrated database .
The master database 9a includes a customer master 15 that configures customer information that is commonly operated within the business management system 1a, an in-house personnel master 16 that configures worker information in a company that is commonly operated in the same manner, and an in-house personnel master 16 that is commonly operated. A heavy machinery/vehicle master 17, which constitutes information on heavy machinery and vehicles owned by a company, a device/jig master 18, which also constitutes information on devices and jigs owned by a company. A work instruction master 19 that constitutes the work content, a work content master 20 that constitutes the work content that is commonly used when creating a daily report, and a daily report that is configured by linking the work content and the business content using a predetermined ID. The business master 21 is stored in a readable manner.
The process database 10 exemplifies the three categories of construction, maintenance, and repair as projects for which a company receives an order, and includes construction process data 22, maintenance process data 23, and repair process data 24 as data related to each one-off project. Stored. Therefore, the business is not limited to these, and process data related to inspection, curing, etc. may be stored.
The accounting database 11 is a database that stores order amount data 25 relating to projects received by companies, and the work instruction database 12 stores work instruction data 26 relating to the work instructions created by the work instruction creating section 8a. The daily report database 13 is a database that stores daily report data 27 relating to the daily report created by the daily report creating section 8b.
The integrated database 14 is a database that stores a process chart that integrates data 22, 23, 24, work instruction sheet data 26, and daily report data 27 related to processes, and integrated process chart data 28 that also integrates separately prepared separate tables. be.
Accounting staff 29a, manager 30a, sales staff 31a, and work staff 32a use the accounting user device 29, management user device 30, sales user device 31, and work user device 32, respectively. Via the wide area communication network 93, it is possible to input, modify, and view masters and data stored in various databases, and use the process processing unit 5 to create a process chart and an integrated process chart, and create work instructions. It is possible to create work instructions using the unit 8a and to create daily reports using the daily report creating unit 8b.

Operation of the business management system 1a according to the first embodiment will be described below with reference to FIGS. 2 to 12. FIG.
FIG. 2 is a flowchart for explaining the setting and execution of processes by the work management system according to the first embodiment from the receipt of a business order in a company. FIG. 3 shows an integrated work schedule formulated by the work management system. It is a conceptual diagram showing.
FIG. 2 also shows the execution process of the business management program of the present invention. It is synonymous with explaining about.
In FIG. 2, the components of the business management system 1a shown in FIG. 1 are indicated by dashed lines so as to cover the description of the process indicated by S, and the same reference numerals are used. Further, the reference numerals attached to the steps indicated by S indicate the user devices related to the steps.
As a general flow, the business management system 1a follows the steps shown in FIG. , and includes and integrates work instruction data 26 related to the work instructions created by the work instruction creation unit 8a and daily report data 27 related to the daily report created by the daily report creation unit 8b into the integrated process chart 28a. While grasping the busy season for all businesses, we adjust the processes in the projects that have already received orders and the processes at the time of receiving orders for new projects, as well as the personnel, heavy machinery, vehicles, etc. This is intended to improve efficiency and profitability.
A detailed description will be given below along the steps shown in FIG.
In FIG. 2, when a company receives an order for a project, first, as an order amount input step of step S1, the person in charge of accounting 29a inputs the order amount through the accounting user device 29, and the process processing unit 5 enters the order amount into the master database 9a. 4A and 4B, the customer master 15 having the customer company name table 15a and the customer person in charge name table 15b shown in FIGS. 4A and 4B, respectively. Then, the process processing section 5 receives the selection of the code from the code string 53 of FIG. 4(a), identifies the customer company name shown in the company name column 54, and similarly selects the code string of FIG. 4(b). After receiving the code selection from 55, the name of the person in charge shown in the name column 56 of the person in charge is specified, and together with the specified information, the business name such as the construction name entered by the accounting person 29a is added to receive the order. It is stored in the accounting database 11 as the amount data 25 in a readable manner.

Next, in the process setting process of step S2, the manager 30a or the salesperson 31a sends information about the process, such as the construction number for specifying the construction work, the customer The name of the company, the title of the work that has been ordered or the name of the item to be worked on, the date of completion of the work within the company or the scheduled date of shipment, and the method of delivery are entered. Then, the process processing unit 5 reads the in-house personnel master 16 shown in FIG. A work schedule is created based on the specified information and the input information, and stored as construction process data 22 in the process database 10 in a readable manner. Of course, if the ordered business is the maintenance business, it is stored in the process database 10 as the maintenance process data 23, and if it is the repair business, it is stored as the repair process data 24 in the process database 10 in a readable manner. In this embodiment, a case where an order for construction work is received as a business will be mainly described.
In addition, the process processing unit 5 stores in the integrated database 14 readably integrated process chart data 28 that is a list of a plurality of construction process data 22 integrated.

In the integrated process chart 28a shown in FIG. 3, the construction number column 33 displays the construction number, and the person in charge column 34 displays the name of the person in charge specified using the in-house personnel master 16. The customer column 36 displays customer names specified using the customer company name table 15a. In addition, the subject column 37 displays the subject, the scheduled completion date column 38 and the scheduled shipping date column 39 display information regarding the end time of the process, and the delivery method column 40 displays information regarding the delivery method. Note that the progress rate column 35 will be described later.
These pieces of information are summarized as an integrated process chart 28a in which all items related to orders received by the company as a whole can be listed.
A specific schedule of the process corresponding to the information on these processes is displayed together with the schedule column 41 on the right side of the integrated process chart 28a.
More specifically, taking the beginning of June 2021 as an example, the dates from the 1st to the 10th are displayed in the date row 42, the days of the week corresponding to the dates are displayed in the day of the week row 43, and the A total number of construction work row 44, a number of workers row 45, and a busy period ratio row 46, which will be described later, are shown.
Below the busy period ratio row 46, a process status display column 47 for each construction is shown.
In the status display field 47 shown for each date as a schedule, the squares hatched with horizontal lines indicated by reference numeral 48 indicate holidays, and the squares indicated by reference numeral 49 hatched with oblique lines indicate the completion of the process. indicates that the case is a completed case, and the squares with thick dots indicated by reference numeral 50 are processes that are currently in progress and that do not require personnel for work at the customer's site. Blank squares indicated by reference numeral 51 indicate vacant processes. It is expressed as a staffing indication of a process that requires a certain number of workers.
For example, in the construction work with construction number 216322, it can be understood that the repair work was completed on June 3 and the motor was delivered. It can be understood that the construction of construction number 216325 is still in progress, and two field workers are required per day, and one field worker is required on the 3rd and 4th. The person in charge displayed in the person in charge column 34 is an in-house sales person or manager, who is different from the on-site worker.

Next, referring back to FIG. 2, in the work instruction creation process of step S3, the administrator 30a inputs information for creating the work instruction through the management user device 30. FIG. The work instruction sheet creating unit 8a reads the work instruction master 19 having a work content table 19a and an action item table 19b shown in FIGS. 6(a) and 6(b) from the master database 9a. Then, the work instruction sheet creation unit 8a displays a work instruction sheet display screen on the management user device 30 in order to create a work instruction sheet by executing information input via the management user device 30 by the manager 30a.

FIG. 7 is a conceptual diagram of a work instruction display screen created by the work management system 1a.
In FIG. 7, a work instruction display screen 64a is provided with a check column in the work content column 61 shown in the work content table 19a constituting the work instruction master 19 of FIG. 6(a) in addition to the work index data column 65. An action item table 66b having check columns is provided in the action item column 63 shown in the work content table 66a and the action item table 19b forming the work instruction master 19 of FIG. 6(b).
In this work index data column 65, the administrator 30a enters a construction number in the construction number column 67 via the management user device 30, or selects the pull-down menu icon 67a, and the construction already registered in step S2 is displayed. It is also possible to select and input the corresponding construction number from the numbers. In addition, it is also possible to input the name of the person in charge of sales of the company in the name of person in charge column 68, or select the name of the person in charge who has already been registered by selecting the pull-down menu icon 68a.
In addition, the customer name column 69 contains the customer name, the customer contact name column 72 contains the name of the person in charge, the subject column 70 contains the subject related to construction, etc., and the product name column 71 contains the name of the item to be constructed and the construction process. Dates are entered in the process start date column 73 and the process end date column 74 in order to specify the period of . If any of this information has already been registered and is associated with the construction number, when the construction number is specified by selecting the pull-down menu icon 67a, the associated information will be displayed. It may be displayed so that the column of the information that is being used is filled.
Then, the work instruction sheet creating unit 8a receives code selection by the manager 30a from the code string 60 of FIG. ) in response to the selection of the code from the code column 62, the action item indicated in the action item column 63 is specified. In this case, as shown in FIG. 7, the check box is selected to add a check mark, and the selected work content or action item is colored in light black to select it. It is devised so that it is clarified that
The work instructions prepared by the work instruction preparation unit 8a using the work instruction display screen 64a are stored in the work instruction database 12 in a readable manner by the work instruction preparation unit 8a.

Next, returning to FIG. 2, in the worker allocation process of step S4, the manager 30a or the sales person 31a, via the management user device 30 or the sales user device 31, complies with the work contents instructed by the work instruction sheet. Based on this, an input is made regarding the allocation of workers required on site. Specifically, the process processing unit 5 reads out the in-house personnel master 16 shown in FIG. Then, the specified worker information is included in the integrated process chart data 28 and stored in the integrated database 14 in a readable manner.
In addition, in the heavy equipment/vehicle allocation process of step S5 and the device/jig allocation process of step S6, the manager 30a or the sales person 31a performs work via the management user device 30 or the sales user device 31 in the same way as in step S4. Based on the work contents instructed in the instruction sheet, input regarding the allocation of heavy machinery/vehicles and devices/jigs in the company is executed. Specifically, the process processing unit 5 reads out the heavy equipment/vehicle master 17 and the equipment/jig master 18 from the master database 9a, identifies them, and integrates the identified heavy equipment/vehicle information and equipment/jig information. It is included in the process chart data 28 and stored in the integrated database 14 in a readable manner.
The worker information included in the integrated process chart data 28 is displayed in the column shown as the number of workers row 45 in FIG. is indicated numerically. In addition, the portion colored in black is an indicator showing what percentage of workers are working at the site when all workers are 100%. In the present embodiment, the integrated process chart 28a displays information about the number of field workers, but information about workers in the company's factory or the like may also be displayed. and information about jigs may also be displayed.

On the other hand, the specified worker information may be displayed as a separate table as shown in FIG. 8 from the integrated process chart data 28 instead of the integrated process chart 28a. FIG. 8 is a conceptual diagram of an attached table created by the business management system. This FIG. 8 is shown corresponding to the steps shown in FIG.
In the separate table 28b of FIG. 8, the column of the schedule regarding the process is not shown, and the schedule is summarized by month. A date row 42 is shown below the uppermost day of the week row 43, and below the date, there are a number of workers row 45 at the site, an indicator 45a for presence/absence of a worker on site and a majority of workers indicator 45a, and a column 45b for displaying the heavy machine/vehicle number at the site.
In FIG. 8, since the day's site presence/number of workers indicator 45a is colored light black, it can be seen that two people shown in the number of workers row 45 are the number of workers at the site. The number "2" attached to the on-site heavy equipment/vehicle number display column 45b means a 2-ton truck, and this information is based on the information input in step S5. The number of field workers on the 8th is six, and the field presence/number of workers majority indicator 45a below it is colored in dark black, which means that the number of field workers is the majority. ing. Further, the numeral "9" indicated in the on-site heavy equipment/vehicle number display column 45b means a 4-ton unic vehicle, and this information is also based on the input in step S5. In this way, the symbols/symbols or icons can be used for simple display.
In addition, although there is no indication of devices/jigs in the attached table 28b, a column may be provided under the on-site heavy equipment/vehicle number display column 45b to indicate it with a code or the like.
In addition, the specified heavy equipment/vehicle information and equipment/jig information may be displayed in both the integrated process chart 28a and the separate table 28b, or may be displayed in either one including the worker information. may
By providing such a separate table, it is possible to overview only the layout of workers, heavy equipment, vehicles, equipment, and jigs in units of long time (one month in FIG. 8), so it is possible to correct these layouts and It is possible to respond quickly to layout plans for new businesses, and to improve operational efficiency.

Next, returning to FIG. 2, in the busy period ratio calculation step of step S7, the busy period ratio calculation unit 7 reads the order amount data 25 from the accounting database 11 and the integrated process chart data 28 from the integrated database 14, and integrates them. A busy season parameter and a busy season ratio for each business included in the process chart data 28 are calculated, included in the integrated process chart data 28 and stored in the integrated database 14 in a readable manner.
In the step S8, which is an integrated process chart formulation process, the process processing unit 5 reads the integrated process chart data 28 including the busy period ratio from the integrated database 14 and displays it as an integrated process chart 28a. The display destination may be a display device separately connected via each user device 29-32, input/output interface 3 and wide area communication network 93, or may be displayed at the request of the person in charge (user). good. In step S8, the data executed from step S2 to step S7 are reflected in the integrated process chart data 28, and are formulated as an integrated process chart 28a.

The busy season parameter and busy season ratio will be described with reference to FIG. FIG. 9 is a conceptual diagram for explaining busy season parameters and busy season ratios calculated in the busy season ratio calculator 7 of the business management system 1a. Since it is created, the busy season parameters and the busy season ratio calculation formulas shown in the table are not displayed in the business management system 1a.
In FIG. 9, the same reference numerals are assigned to the components already described with reference to FIG. 3, and the description thereof will be omitted. FIG. 9 shows construction numbers relating to three projects, one of which consists of three branch numbers. The construction period column 59 shows the construction period (days) of the process related to the construction of the construction number including each branch number.
The busy period parameter is obtained by dividing the construction order amount by the construction period days counted by the project including the branch number of the construction number. Specifically, as shown in FIG. 9, in the case of construction number 216326, the order amount is 8 million yen, and the construction period is 62 days in total for the three branch numbers, so the busy season parameter is 129,000. becomes a circle. Similarly, the busy season parameter for construction number 216327 is 76,000 yen, and the busy season parameter for construction number 216329 is 100,000 yen.
Since the busy season ratio is the sum of daily busy season parameters, in the case of only the business shown in FIG. Since the busy season parameter of construction number 216329 is not added in 10 days from the day, it is 205,000 yen.
The busy season ratio calculated by the busy season ratio calculator 7 in this way is displayed in the busy season ratio row 46 of the integrated process chart 28a of FIG. 3 as both a number and an indicator as described above. Since the busy season ratio can be calculated only from the order amount and the number of days in the process at the stage when the order for the business is decided, it may be executed immediately after step S2 instead of step S7 as shown in FIG. However, if a rough calculation is sufficient in the provisional process, it may be performed before step S2. Although the indicator in the busy period ratio row 46 shows the monthly maximum value of the busy period ratio value as 100%, the period during which the maximum value is obtained may be determined as appropriate.

The busy season ratio is calculated using the fact that the amount of business orders received is based on the amount of work involved and the level of expertise involved in the work. It is possible to grasp the degree of busyness to a certain extent without determining the details such as the necessity of vehicles or devices/jigs, and it is possible to easily calculate the degree at an early stage.
Therefore, in a company where multiple projects are progressing at the same time, it is possible to quickly change the personnel allocation and modify the management of heavy machinery and vehicles in projects that have already received orders, and the business management of the entire company can be done quickly and efficiently. is possible. In addition, even when receiving an order for a new business, it is possible to quickly display the busy period ratio in the integrated process chart 28a along the process, so that it is possible to rework the process in the existing business, reduce the number of workers, etc. It is possible to respond, including reviewing the accommodation of heavy machinery.
Furthermore, since the busy period ratio is indicated by numbers and indicators for each date, the degree of busyness can be understood for each day, making it easier to plan vacations for workers and the like, and to facilitate labor management.
In the present embodiment, the busy period parameter is divided by the number of construction period days counted by the project including the order amount of the project, including the branch number of the construction number. If it is a parameter calculated using only, for example, it may be a parameter obtained by dividing the order amount by the square of the number of construction days. It is meaningful to simply calculate the degree of busyness as an approximate value only from the order amount and work schedule.

Next, in the work instruction reading step of step S9 in FIG. 2, the work instruction written in step S3 is read by the worker 32a via the work user device 32. FIG. Specifically, the worker 32a can read the work instruction sheet data 26 of the work instruction sheet database 12 via the work user device 32 and view the contents thereof.
Based on the contents of the work instructions, the work is performed within the company or at the site specified by the client company.
Next, returning to FIG. 2, in the daily report creation/reporting process of step S10, the operator 32a inputs information for creating the daily report via the user device 32. FIG. The daily report creation unit 8b creates a work content master 20 having a work type table 20a and a work content table 20b shown in FIGS. The daily report work master 21 having the work content table 21a and work content table 21b shown is read.

First, the work content master 20 shown in FIGS. 10(a) and 10(b) will be described.
The work content master 20 has a work type table 20a and a work content table 20b. The work type table 20a is composed of a code column 75 and a work type column 76. The work content table 20b is composed of a work code column 77 and a work content. It consists of a column 78 and a progress rate column 79 . The business code shown in the business code string 77 is composed of one alphabetic character and two numeric characters, and the alphabetic portion matches the code shown in the code string 75 and indicates the business type. In other words, the work type table 20a is higher than the work content table 20b, and the work content obtained by subdividing the work type in the work type column 76 is represented by the work code.
The progress rate included in the work content table 20b is a numerical value set in advance corresponding to the work content, and represents the progress rate of the entire project (project) predicted when the work content is completed. For this reason, the alphabetical order of the code representing the business type corresponds to the order in which the business is executed, and the numbers of the business code are the same.

Next, the daily report business master 21 will be described with reference to FIG.
FIG. 11 is a conceptual diagram of the daily report business master of the business management system. The daily report business master 21 is composed of a business content table 21a shown in FIG. 11(a) and a work content table 21b shown in FIG. 11(b). Each of these links the work content table 20b of the work content master 20 shown in FIG. 10B and the work content table 19a of the work instruction master 19 shown in FIG.
Specifically, the work content table 21a has an ID column 82 in addition to a code column 80 and a work content column 81, and the work content table 21b has an ID column 83 and a work content column 84. For example, code ID "007" is attached to the ID column 82 for the work content "hot water/steam cleaning" in the work content column 81 corresponding to "G01" in the column 80, and this work content has the work content column 84 "coil cleaning and drying ” corresponds to ID “007” in the ID column 83 .
In the work management system 1a according to the present embodiment, as described above, the work contents described in the work instructions and the work contents described in the daily report are distinguished. This is because the person in charge (user) who creates the work instructions and the person in charge (user) who creates the daily report are different, and the terms suitable for each person in charge are adopted separately.

For example, when the work instructions are prepared by the manager 30a as described above, and the daily report is prepared by a worker 32a who works on-site (to be described later), the worker 32a is often an engineer and is used on-site. Technical and concrete terms are easier to understand, and if the daily report is regarded as a technical report, it is thought that the accuracy of the content will be higher. On the other hand, the manager 30a is not necessarily an engineer, and it is easier to understand and give work instructions if the manager 30a is closer to a comprehensive and broader term than a technical and specific term. Therefore, in this application, the concepts of "work content" and "work content" are defined as described above.
However, if two kinds of terms are used in this way, there is a possibility that the contents of the work instructions may not be understood, or conversely, the contents of the daily report may not be understood. Above all, it is not possible to confirm whether or not the work contents instructed in the work instructions have been executed according to the work contents reported in the daily report. Therefore, in the business management system 1a according to the first embodiment, these terms are associated with IDs to ensure compatibility between "business content" and "work content." In FIG. 11, the same ID is assigned, but since the work content is higher, there are cases where multiple work content corresponds to one work content. It is recommended that subscripts and branch numbers be assigned to IDs of business contents.
By providing the daily report work master 21 as described above, even if the user who creates the work instructions and the user who creates the daily report are different, each user can easily use terms that are easy to understand. It is possible to check the execution of the work instructed in the work instruction without omission, and it is possible to improve the work efficiency by facilitating management.

The daily report creation unit 8b displays a daily report display screen 85 on the work user device 32 so that the daily report is created by executing information input via the work user device 32 by the worker 32a.
FIG. 12 is a conceptual diagram of a daily report display screen created by the business management system.
In FIG. 12, the daily report display screen 85 has a work day column 86, and the day for creating the daily report may be entered or the corresponding day may be selected from a calendar display (not shown). In the work process data 22 or integrated work process data 22, the work number column 87 can be used to enter the work number executed on the date of creation or to select from among the work numbers already registered in step S2 using the pull-down menu icon 67a. The construction number can be selected by reading out the work schedule data 28, or the construction number may be selected by reading out the work instruction sheet data 26 created in step S3. Similarly, in the person in charge column 88, the name of the person in charge of the work can be entered or selected from the worker master 16 of the master database 9a using the pull-down menu icon 68a. It is also possible to select the person in charge by reading the table data 28 or the work order data 26 . Furthermore, for example, by selecting the construction number, the person in charge specified by the link may be displayed as data.

Next, on the daily report display screen 85, a work type table 89a generated using the work type table 20a of the work content master 20 read by the daily report creating unit 8b is displayed, and the work type table 89a is generated using the work content table 20b. A work content table 89b is displayed.
There are two ways of coloring in this work content table 89b.
The first part is colored light black, which means that the work contents corresponding to the work contents instructed in the work instructions have already been completed. The daily report creation unit 8b refers to the daily report work master 21 read from the master database 9a to check the work contents corresponding to the work contents, and colors the columns related to the already completed work contents in light black. For example, since "preliminary inspection" and "instruction training" in the work description table 89b were completed on May 13, the work code and final work date columns are also colored in light black, which is the work type. is "inquiry" in the work type table 89a, so it is colored light black together with the code column in the work type table 89a.
The second part is colored in dark black, which means that the work content corresponding to the work content instructed in the work instruction sheet has not been completed. The daily report creation unit 8b also refers to the daily report work master 21, and if the work content reported via the daily report does not correspond to the work content, it will be colored. For example, "Assembly" in the work content table 89b has not yet been completed because the final work date has not yet been entered. ” column and the code column are colored dark black.
Further, as shown in FIG. 12, the contents of work performed by the person in charge 32a on the target day are checked by selecting the check column included in the work contents table 89b. The contents of the work completed after the check mark is put in are changed to light black color as the contents of the completed work.

As described above, on the daily report display screen 85, it is possible to confirm at a glance whether the work instructed in the work instruction sheet has been completed or not. All users (accounting staff 29a, manager 30a, sales staff 31a, and work staff 32a) can grasp the progress and work efficiency for each project (construction). It is also possible to check for work omissions, and by providing a check function, it is possible to prevent delays in the process and improve work efficiency.
By using the daily report display screen 85, the daily report created by the daily report creation unit 8b is stored as the daily report data 27 in the daily report database 13 in a readable manner.
Below the daily report display screen 85, a daily report summary table 92 is displayed. be.
By displaying the daily report summary table 92, it is possible to summarize the most recent daily reports created up to the time of daily report creation, and it is possible to overview the progress of the business in the company as a whole. In addition, the display of the daily report summary table 92 may be extracted for each work day indicated in the work date column 86, may be extracted for each construction number indicated in the construction number column 87, or may be extracted for each construction number indicated in the person in charge column 88. It may be extracted for each person in charge. By narrowing down to them, it is possible to grasp the progress status and work efficiency for each narrowed down element.

Next, in the progress rate extraction step of step S11, the progress rate extraction unit 6 receives a check that the work up to "drying" of the work code G02 has been completed as the last process in the work content table 89b. , the progress rate of 56% corresponding to G02 drying is read out from the work content table 20b shown in FIG. are included in the daily report data 27 and stored in the daily report database 13 .
A remaining work time indicator 91 is also shown on the daily report display screen 85 . The remaining work time indicator 91 is calculated from the work time A for a 100% profit rate obtained by dividing the order amount (billed amount or estimated amount) by the hourly unit price of construction such as labor cost, and the material cost per construction number. Working time B equivalent to the total material cost obtained by dividing the total amount by the hourly unit price of construction, Working time C equivalent to the total outsourcing cost obtained by dividing the total outsourcing cost per construction number by the hourly unit price of construction, The remaining work time (=A-(B+C+D)) is obtained by subtracting the work time D that has already been completed for each construction number, and is shown as an indicator.
The remaining work time indicator 91 has a range centered on a time corresponding to a certain profit rate, for example, from the time corresponding to the profit rate X% to +a hours or -b hours. It may be changed by coloring or shading at the time of printing. In addition, X is a number appropriately selected from 0 to 100, and a and b are numbers that are appropriately selected below A.

Furthermore, as the step of reflecting the integrated process chart in step S12, the process processing unit 5 also receives the progress rate data extracted by the progress rate extraction unit 6, and displays it in the progress rate column 35 of the integrated process chart 28a of FIG. It is included in the integrated process chart data 28 and stored in the integrated database 14 .

Through the steps S1 to S12 described above, a series of steps from receiving an order for one business, working according to the content of the business, and reporting the daily report are completed, and the integrated process chart 28a is updated. Therefore, as shown by an arrow in FIG. 2 extending from the step S12 of reflecting the integrated process chart to the front of the process setting process of step S2, when the next business order is received, in the process setting process of step S2, the whole company By referring to the integrated process chart 28a, it is possible to easily grasp the progress and degree of busyness of all projects in progress at that time. Deployments can be modified accordingly and construction schedules can be adjusted to increase efficiency and profitability across the enterprise.

(Second embodiment)
Next, a business management system according to a second embodiment of the present invention will be described with reference to FIGS. 13 and 14. FIG. FIG. 13 is a conceptual diagram of the master database of the business management system according to the second embodiment, and FIG. 14 is a conceptual diagram of a work instruction display screen created by the business system according to the second embodiment. be.
In FIG. 13, the business management system 1b according to the second embodiment uses a master database 9b that does not have a work instruction master 19 and a daily report business master 21 instead of the master database 9a. Other constituent elements are the same as those in the first embodiment, and the same reference numerals are assigned to them, and descriptions thereof will be omitted.
The work management system 1b according to the second embodiment differs from the work management system 1a according to the first embodiment in that work instructions are created using the work content master 20 in place of the work instruction master 19. Unlike, the flow of setting up and performing the steps shown in the flow diagram of FIG. 2 is basically the same.
As a specific difference, in the work management system 1b, in the work instruction creation process of step S3 in FIG. The work content master 20 having the work type table 20a and the work content table 20b respectively indicated is read, and the work instruction sheet display screen 64b is displayed on the management user device 30. FIG.
In other words, in the present embodiment, "work content" is abolished in contrast to "work content" and "business content" that were distinguished in the first embodiment, and all processing is performed using "business content". . Therefore, in the work management system 1b, the work content table 66a and the action item table 66b displayed on the work instruction display screen 64a of FIG. The work type table 66c and the work content table 66d are changed.
Therefore, if the flow chart of FIG. 2 is applied to the present embodiment, in step S3 the work instruction sheet creating unit 8a reads the work content master 20 from the master database 9b and creates a work instruction sheet. Further, in step S10, the daily report creating unit 8b does not need to read out the daily report work master 21, and even without referring to the daily report work master 21, the work contents in the work instructions corresponding to the work contents of the daily report are collated. As shown in , columns related to already completed tasks can be colored in light black, and the progress rate can also be displayed.

In the following, with reference to FIG. 14, the same components as those in FIG. 7 are denoted by the same reference numerals, and the description thereof will be omitted.
In FIG. 14, the work instruction sheet creating unit 8a receives code selection by the manager 30a from the code column 75 of FIG. In response to the selection of the code from the business code column 77 of (b), the business content indicated in the business content column 78 is specified. At that time, as shown in the work type table 66c and the work content table 66d of FIG. is colored light black to clarify that it has been selected.
The work instructions prepared by the work instruction preparation unit 8a using the work instruction display screen 64b are stored in the work instruction database 12 in a readable manner by the work instruction preparation unit 8a.
In the business management system 1b, instead of the "work content" of the work instruction master 19, the "work content" of the business content master 20 used when creating the daily report is used to create the work instruction, so the daily report business master 21 is unnecessary. , since all users can operate with common terms, not only in the business management system 1b, but also in the field and in the company office, the terms of all users are unified. It is possible to prevent misunderstandings and mistakes at the site based on it, and it can contribute to improving the operational efficiency and profitability of the entire company. Other effects are the same as those of the business management system 1a according to the first embodiment.

Although it has been explained that the columns of various tables in the business management systems 1a and 1b are hatched and colored, the colors are not limited to light black and the like, and various colors and colors are available. The shade may be changed as appropriate. The users of these systems are the accounting person 29a, the manager 30a, the sales person 31a, and the work person 32a. Any user may be in charge.

As described above, the present invention can be used as a system or a program for simultaneously managing a plurality of operations, such as construction work, maintenance work, or repair work, from order receipt to delivery.

DESCRIPTION OF SYMBOLS 1a, 1b... Business management system 2... Processing part 3... Input/output interface 4... Storage part 5... Process processing part 6... Progress rate extraction part 7... Busy period ratio calculation part 8a... Work instruction preparation part 8b... Daily report preparation part 9a, 9b... Master database 10... Process database 11... Accounting database 12... Work instruction database 13... Daily report database 14... Integrated database 15... Customer master 15a... Customer company name table 15b... Customer person in charge name table 16... In-house Personnel master 17 Heavy machinery/vehicle master 18 Device/jig master 19 Work instruction master 19a Work content table 19b Implementation item table 20 Work content master 20a Work classification table 20b Work content table 21 Daily report work master 21a... Work content table 21b... Work content table 22... Construction process data 23... Maintenance process data 24... Repair process data 25... Order amount data 26... Work instruction data 27... Daily report data 28... Integrated process chart data 28a... Integrated process Table 28b Attached table 29 Accounting user device 29a Accounting person 30 Management user device 30a Administrator 31 Sales user device 31a Sales person 32 Work user device 32a Work person 33 Construction number string 34 Responsible column 35 Progress rate column 36 Customer column 37 Subject column 38 Scheduled completion date column 39 Scheduled shipping date column 40 Delivery method column 41 Schedule column 42 Date row 43 Day of the week row 44 Total number of construction projects Row 45... Number of workers row 45a... On-site presence/number of workers majority indicator 45b... On-site heavy equipment/vehicle number display column 46... Busy season ratio row 47... Status display column 48... Holiday display 49... Completed display 50... Uncompleted display 51... Empty display 52 Person gesture display 53 Code string 54 Company name string 55 Code string 56 Person in charge name string 57 Code string 58 In-house person in charge name string 59 Work period string 60 Code string 61 Work content string 62... Code string 63... Action item string 64a, 64b... Work instruction display screen 65... Work index data column 66a... Work content table 66b... Action item table 66c... Work type table 66d... Work content table 67... Construction number column 67a … pull-down menu -Icon 68... Person in charge name column 68a... Pull-down menu icon 69... Customer name column 70... Subject name column 71... Product name column 72... Customer name column 73... Process start date column 74... Process end date column 75... Code column 76 …Business type column 77 … Business code column 78 … Business content column 79 … Progress rate column 80 … Code column 81 … Business content column 82 … ID column 83 … ID column 84 … Work content column 85 … Daily report display screen 86 … Work day Column 87... Construction number column 88... Person in charge column 89a... Work type table 89b... Work description table 90... Progress indicator 91... Remaining work time indicator 92... Daily report summary table 93... Wide area communication network

Claims (8)

A process processing unit that sets a work period for the business content ordered from a customer, a work instruction creation unit that creates a work instruction sheet using the business content that is subdivided from the business content, and the business content a daily report creation unit that creates a daily report reporting the content of the completed work, a user device that can view the content of the work described in the work instruction sheet, and a division of the amount of the order received for the content of the business by the construction period and a busy season ratio calculation unit that calculates the busy season parameter,
The process processing unit arranges the dates in horizontal columns and the plurality of business contents in vertical columns to integrate the construction periods of the plurality of business details into a list, and the busy season ratio calculation unit performs each of the business details. to calculate a busy season ratio by adding the busy season parameter to each of the dates, and the process processing unit displays the busy season ratio on the list. The business content is associated with a preset progress rate along the time series of execution of the business content, and the progress rate is the highest among the progress rates associated with the completed business content included in the daily report. 2. The business management system according to claim 1, further comprising a progress rate extraction unit for reading progress rates, wherein said process processing unit displays the read highest progress rate on said list. The work instruction sheet creation unit creates the work instruction sheet using work contents configured at a higher level by summarizing the work contents instead of the work contents. The daily report for reporting the work content is created, the work content is assigned an ID in advance, and the summarized lower work content reported in the daily report is also attached with the ID and linked. 3. The business management system according to claim 1 or 2, characterized in that: 4. The process processing unit according to any one of claims 1 to 3, wherein the process processing unit allocates workers according to the contents of the work instructions for each of the dates, and displays the number of workers in the list or the separate table. The business management system according to item 1. A work schedule processing process of setting a work schedule for the business content ordered from the customer using a computer, and a work instruction creation process of creating work instructions using the work content configured by subdividing the business content. a daily report creation step of creating a daily report for reporting the completed work content among the work content; a busy season ratio calculation step of calculating a busy season parameter by dividing the order amount of the business content by the work period; a construction period integration step of arranging dates in horizontal columns and a plurality of business contents in vertical columns to integrate the construction periods of the plurality of business contents into a list, and setting the busy season parameter for each of the business contents for each date A business management program characterized by executing a busy period ratio calculation step of calculating a busy period ratio by addition and a busy period ratio display step of displaying the calculated busy period ratio in the list. The business content is associated with a preset progress rate along the time series of execution of the business content, and the progress rate is the highest among the progress rates associated with the completed business content included in the daily report. 6. The business management program according to claim 5, causing execution of a progress rate extraction step of reading the progress rate and a progress rate display step of displaying the read progress rate in the list. The work instruction sheet creation step is a step of creating the work instruction sheet using work contents that are arranged at a higher level by summarizing the work contents instead of the work contents. Of these, the step of creating the daily report for reporting the content of the completed work, the content of the work is assigned an ID in advance, and the ID is also assigned to the content of the summarized lower-level work reported in the daily report. 7. The business management program according to claim 5 or 6, characterized in that the business management program is linked as a group. 8. The schedule consolidation step allocates workers according to the contents of the work instructions for each date, and displays the number of workers in the list or the separate table. 1. The business management program according to item 1.

Images