TW201430726A - Performance evaluation system and method for enterprise resource plan - Google Patents

Abstract

The present invention relates to a performance evaluation system and method for an enterprise resource plan. Said system comprises an information management module, an information database, a performance evaluation sub-system and an output unit, and executes the following steps: (A) importing an enterprise resource plan timing N1 and a cost item desired to be evaluated to the information management module; (B) importing a first and second financial statements to the information database, wherein the timing N2 of the first financial statement is late to the enterprise resource plan timing N1, and the timing N3 of the second financial statement is late to the timing N2 of the first financial statement; (C) receiving a first and second cost data respectively from the first and second financial statements, wherein the first and second cost data are corresponding to the cost item; (D) comparing the first and second cost data via the performance evaluation sub-system to acknowledge the performance evaluation value of the importing enterprise resource plan quickly.

Description

Enterprise resource planning performance evaluation system and method

[1] The present invention relates to an enterprise resource planning performance evaluation system and method, in particular, by comparing the cost data difference between the enterprise financial planning before and after the enterprise resource planning, the performance can be quickly learned to shorten the evaluation performance. Time spent.

[2] According to the current enterprise enterprise planning (ERP), the enterprise operation efficiency (ERP) is widely used to improve the efficiency of the enterprise and enhance the advantages of the enterprise. [3] In recent years, due to the development of information technology and the environmental changes of global enterprises, the introduction of ERP systems has become a trend that enterprises have to make. Since most of the domestic papers on enterprise resource planning systems have focused on how to successfully introduce enterprise resource planning systems, but in the face of tens of millions of dollars in capital investment, as well as huge time and labor costs, can it be brought to the enterprise? The expected benefits are less inked. (Quoted from Peng Dequan's master's thesis at the National Taiwan University Accounting Institute, published in June of the Republic of China in June, 1989: "Performance Evaluation of Enterprise Resource Planning System - Case Study") [4] 遂 业 研发 研发 研发 研发 研发 研发No. 200945224, "Enterprise Resource Planning Performance Evaluation System and Its Performance Evaluation Method Using Fuzzy Theory", which combines fuzzy theory into the performance evaluation method of enterprise resource planning performance evaluation system, which can be set by the enterprise elasticity. The desired target options are to develop appropriate performance evaluation indicators based on these objectives, thereby providing a set of enterprise resource planning performance evaluation systems and their performance evaluation methods that are feasible, objective, accurate and relevant. [5] However, there are still some shortcomings in the use of the above-mentioned pre-cases. The reason is that the evaluation method of this pre-case is too complicated, so it takes too long to evaluate the performance, the practicality is insufficient, and the biggest difference is the former. The evaluation method of the case is not based on the accounting report evaluation method of this creation.

[6] In this way, in order to make the performance of enterprise resource planning easier to evaluate, to shorten the time it takes to evaluate performance, and to improve the practicality of the system, the inventor is committed to research and propose an enterprise resource planning performance evaluation. The system includes: a data management module, including a time setting interface and a cost item setting interface, wherein the time setting interface is configured to set a time point N1 for introducing the enterprise resource planning, and the foregoing cost item setting interface is at least configured for evaluation. A cost item; a database group, which is linked to the foregoing data management module, comprising a financial statement database, a cost data database, and a performance value database, wherein the financial statement database is for importing into the first In the financial statements and a second financial statement, the time point of the aforementioned first financial statement is N2, and N2 is earlier than N1, the time point of the aforementioned second financial statement is N3, and N3 is later than N1, and the foregoing cost data database is The foregoing first financial statement incorporates a first cost data, and a second cost data is imported from the foregoing second financial statement, the foregoing A cost data and a second cost data are corresponding to the foregoing cost item; a performance evaluation subsystem is connected to the foregoing database group, and includes a comparison module, wherein the comparison module is compared with the first financial statement a cost data and second cost data of the foregoing second financial statement to generate a performance value and stored in the foregoing performance value database; and an output unit linking the foregoing database group to output the foregoing performance evaluation subsystem Performance value. [7] Further, the unit at the aforementioned time point is any one of the week, the month, the season, and the year. [8] Further, the foregoing cost item is any one or combination of a transportation fee item, a consumable item item, a postal electricity fee item, a data processing personnel fee item, and a system equipment maintenance fee. [9] Further, the foregoing data management module further includes a basic data setting interface for inputting an enterprise basic data, and the foregoing database group further includes an enterprise basic data database and an evaluation report database, and the foregoing enterprise basic The data database is for storing the basic information of the enterprise, and the performance evaluation subsystem further comprises an analysis module and an evaluation report module, wherein the analysis module generates a target performance value according to the basic information of the enterprise, and the foregoing evaluation report mode The group generates an evaluation report based on the foregoing cost item, the aforementioned target performance value and the foregoing performance value, and stores the evaluation report in the foregoing evaluation report database. [10] Further, the aforementioned basic information of the enterprise is any one or combination of one industry data and one enterprise size data. [11] and providing an enterprise resource planning performance evaluation method, which is applied to a computer system, comprising the following steps: A. setting a time point N1 for importing enterprise resource planning, and setting at least one cost item to be evaluated; B. sink Entering a first financial statement and at least one second financial statement, the first financial statement is time point N2, and N2 is earlier than N1, and the foregoing second financial statement is time point N3, and N3 is later than N1; Extracting a first cost data from the foregoing first financial statement, and extracting a second cost data from the foregoing second financial statement, wherein the first cost data and the second cost data correspond to the foregoing cost item; D. The foregoing first cost data and the foregoing second cost data are analyzed to generate a performance value of the imported enterprise resource plan. [12] Further, the foregoing cost item is any one or combination of a transportation fee item, a consumable item item, a postal electricity fee item, a data processing personnel fee item, and a system equipment maintenance fee. [13] Further, the unit at the aforementioned time point is any one of the week, the month, the season, and the year. [14] Further, in step A, a basic enterprise data is imported, and in step C, a target performance value is generated according to the basic information of the enterprise, and an evaluation report is generated according to the foregoing cost item, the foregoing target performance value and the foregoing performance value. . [15] Further, the aforementioned basic information of the enterprise is any one or combination of one industry data and one enterprise size data. [16] The effectiveness of the present invention lies in: [17] 1. The enterprise resource planning performance evaluation system of the present invention can quickly know the performance by comparing the cost data difference between the financial statements before and after the enterprise resource planning is introduced into the enterprise resource planning. To shorten the time it takes to evaluate performance and improve the usability of the system. [18] 2. The enterprise resource planning performance evaluation system of the present invention can assist in formulating the target performance value of the enterprise resource planning according to the scale and industry category of the enterprise, and by comparing the difference between the target performance value and the actual performance value, Corresponding evaluation reports will be generated to further assist enterprises in formulating improvement plans and improving the performance of enterprises in the introduction of enterprise resource planning.

[20] In synthesizing the above technical features, the main effects of the enterprise resource planning performance evaluation system (100) of the present invention will be clearly presented in the following embodiments. [21] Please refer to the first figure for the present invention, including: [22] A data management module (1), including a time setting interface (11), a cost item setting interface (12), and a basic data setting. The interface (13), the time setting interface (11) is configured to set a time point N1 for introducing the enterprise resource planning, and the cost item setting interface (12) is configured to set at least one cost item to be evaluated, and the cost item is one. Any one or combination of transportation expenses item, one consumable item, one postal electricity item, one data processing personnel item, and one system equipment maintenance fee, and the above cost item can be determined through a questionnaire (121) (please refer to The third figure) is used as a reference for the decision. The basic data setting interface (13) is for inputting basic information of an enterprise. The basic information of the enterprise is any one or combination of one industry data and one enterprise size data. Industry information such as petrochemical, electronics, shipbuilding, textile, plastics, panels and other industries, and enterprise scale data For example the number of employees, production equipment cost and quantity. [23] A database group (2) links the aforementioned data management module (1), and includes a financial statement database (21), a cost data database (22), and a performance value database (23). , an enterprise basic data database (24) and an evaluation report database (25), the aforementioned financial statement database (21) is for remittance into a first financial statement and a second financial statement, the aforementioned first financial statement The time point is N2, and N2 is earlier than N1. The time point of the foregoing second financial statement is N3, and N3 is later than N1, and the unit of the aforementioned time point is any one of week, month, season and year (for example, setting import The time point of enterprise resource planning is 1999, the time point of the first financial statement may be 1998, and the time point of the second financial statement may be 2000), and the aforementioned cost data database (22) is from the foregoing a financial statement is imported into a first cost data, and a second cost data is imported from the foregoing second financial statement, wherein the first cost data and the second cost data correspond to the foregoing cost item, The aforementioned basic enterprise database (24) is for storing the aforementioned basic information of the enterprise. [24] A performance evaluation subsystem (3) [please refer to the fourth figure], which is linked to the aforementioned database group (2), comprising a comparison module (31) and an analysis module (32) and a The evaluation report module (33), the comparison module (31) (please refer to the fifth figure) compares the first cost data of the foregoing first financial statement with the second cost data of the foregoing second financial statement, Generating a performance value and storing it in the foregoing performance value database (23). The foregoing analysis module (32) generates a target performance value based on the foregoing enterprise basic data, and the foregoing evaluation report module (33) is based on the foregoing cost item, The foregoing target performance value and the foregoing performance value generate an evaluation report and are stored in the foregoing evaluation report database (25), and the foregoing evaluation report is different because the target performance value varies depending on different industries and enterprise scales. The analysis criteria will also vary with different industries and companies. [25] An output unit (4) is coupled to the aforementioned database group (2) to output the performance value of the performance evaluation subsystem (3). [26] In actual use, please refer to the second figure and cooperate with the first picture. The user is able to log in to the system as the decision maker or manager. The purpose is to give appropriate authority to avoid the system settings (such as : The selection of cost items and questionnaires is arbitrarily changed; [27] Then, at the time setting interface (11) of the data management module (1), a time point N1 for introducing the enterprise resource planning is set, and the cost item setting interface is set (12). Set the cost item (such as: transportation fee item, consumable item item, postal and electricity item item, data processing personnel item item or system equipment maintenance fee), and the selection of the above cost item can be selected through the questionnaire (121a) [please See the third picture to collect opinions from a number of experts. The method of collecting can be in the form of a general questionnaire or an Analytic Hierarchy Process (AHP) to analyze cost items that are suitable for evaluating performance and can be used in performance. In the setting interface of the evaluation subsystem (3), decide whether to click the import questionnaire option (121b). Through the questionnaire (121) as the cost item for evaluating performance; [28] Then set the basic information of the enterprise to be evaluated in the basic data setting interface (13), and then import the first financial statement and the second financial statement into the financial statement database. (21), and select the performance evaluation subsystem (3) to compare the option (3a) for the performance evaluation subsystem (3) comparison module (31) to compare the first cost data with the foregoing 2. Cost data, the analysis produces a performance value imported into the enterprise resource planning (please refer to the fifth figure), and is displayed on the analysis result screen (3b) of the performance evaluation subsystem (3), and the analysis module (32) According to the foregoing basic information of the enterprise, a target performance value is generated to provide an evaluation report module (33) to generate an evaluation report according to the foregoing cost item, the foregoing target performance value and the foregoing performance value. [29] In this way, the user can quickly know the performance by comparing the cost data of the financial report before and after the enterprise resource planning, so as to shorten the time spent evaluating the performance and improve the practicability of the system. Assist enterprises to formulate improvement plans and effectively improve the performance of enterprises to introduce enterprise resource planning. [30] In the following description of the embodiments, the operation and use of the present invention and the effects produced by the present invention are fully understood, but the above embodiments are merely preferred embodiments of the present invention, and The scope of the invention, that is, the equivalent equivalents and modifications of the scope of the invention and the scope of the invention, are within the scope of the invention.

(100). . . Enterprise Resources Planning Performance Evaluation System

(1). . . Data management module

(11). . . Time setting interface

(12). . . Cost item setting interface

(121). . . Questionnaire

(121a). . . Questionnaire selection interface

(121b). . . Import questionnaire option

(13). . . Basic data setting interface

(2). . . Database group

(twenty one). . . Financial statement database

(twenty two). . . Cost data database

(twenty three). . . Performance value database

(twenty four). . . Enterprise basic data database

(25). . . Evaluation report database

(3). . . Performance evaluation subsystem

(3a). . . Compare options

(3b). . . Analysis result screen

(31). . . Alignment module

(32). . . Analysis module

(33). . . Evaluation report module

(4). . . Output unit

[19] [First figure] is a system architecture diagram of the present invention. [Second figure] is a schematic flow chart of the present invention. [Third image] is a schematic diagram of the questionnaire selection interface of the present invention. [Fourth figure] is a schematic diagram of the interface of the performance evaluation subsystem of the present invention. [Fifth figure] is a schematic diagram of the interface of the comparison module of the present invention.

(100). . . Enterprise Resource Planning Performance Evaluation System

(1). . . Data management module

(11). . . Time setting interface

(12). . . Cost item setting interface

(13). . . Basic data setting interface

(2). . . Database group

(twenty one). . . Financial statement database

(twenty two). . . Cost data database

(twenty three). . . Performance value database

(twenty four). . . Enterprise basic data database

(25). . . Evaluation report database

(3). . . Performance evaluation subsystem

(31). . . Alignment module

(32). . . Analysis module

(33). . . Evaluation report module

(4). . . Output unit

Claims (10)

An enterprise resource planning performance evaluation system includes: a data management module, comprising a time setting interface and a cost item setting interface, wherein the time setting interface is configured to set a time point N1 for introducing the enterprise resource planning, and the foregoing cost item setting interface At least one cost item is set for evaluation; a database group is linked to the foregoing data management module, and includes a financial statement database, a cost data database, and a performance value database, and the foregoing financial statement database is For the purpose of remittance into a first financial statement and a second financial statement, the time point of the first financial statement is N2, and N2 is earlier than N1, the time point of the aforementioned second financial statement is N3, and N3 is later than N1, the foregoing The cost data database is to import a first cost data from the first financial statement, and to import a second cost data from the second financial statement, wherein the first cost data and the second cost data correspond to the foregoing cost item a performance evaluation subsystem that links the aforementioned database group, including a comparison module, wherein the comparison module is compared to the foregoing The first cost data of the financial statement and the second cost data of the foregoing second financial statement are used to generate a performance value and stored in the foregoing performance value database; and an output unit is connected to the foregoing database group to output the foregoing Performance value of the performance appraisal subsystem. The enterprise resource planning performance evaluation system according to item 1, wherein the unit at the foregoing time point is any one or combination of weeks, months, quarters, and years. The enterprise resource planning performance evaluation system according to item 1, wherein the foregoing cost item is any one of a transportation fee item, a consumable item item, a postal electricity fee item, a data processing personnel fee item, and a system equipment maintenance fee. Or a combination. The enterprise resource planning performance evaluation system according to item 1, wherein the data management module further comprises a basic data setting interface for inputting an enterprise basic data, and the foregoing database group further comprises an enterprise basic data database and a The evaluation report database, the foregoing enterprise basic data database is for storing basic information of the enterprise, and the performance evaluation subsystem further comprises an analysis module and an evaluation report module, wherein the analysis module generates one according to the basic information of the enterprise. The target performance value, the foregoing evaluation report module generates an evaluation report based on the foregoing cost item, the foregoing target performance value and the foregoing performance value, and stores the evaluation report in the foregoing evaluation report database. The enterprise resource planning performance evaluation system according to item 4, wherein the foregoing enterprise basic data is any one or combination of one industry material data and one enterprise size data. An enterprise resource planning performance evaluation method is applied to a computer system and includes the following steps: A. setting a time point N1 for importing an enterprise resource plan, and setting at least one cost item to be evaluated; B. importing a first finance In the statement and at least one second financial statement, the first financial statement is time point N2, and N2 is earlier than N1, and the second financial statement is time point N3, and N3 is later than N1; C. The financial statement captures a first cost data, and extracts a second cost data from the foregoing second financial statement, wherein the first cost data and the second cost data correspond to the foregoing cost item; D. align the first cost data And the foregoing second cost data to analyze to generate a performance value of the imported enterprise resource plan. The enterprise resource planning performance evaluation method according to item 6, wherein the foregoing cost item is any one of a transportation fee item, a consumable item item, a postal electricity fee item, a data processing personnel fee item, and a system equipment maintenance fee. Or a combination. The enterprise resource planning performance evaluation method according to Item 6, wherein the unit at the foregoing time point is any one or combination of weeks, months, quarters, and years. The enterprise resource planning performance evaluation method according to item 6, wherein in step A, a basic enterprise data is imported, and in step C, a target performance value is generated according to the basic enterprise data, and then according to the foregoing cost item and the foregoing target performance. The value and the aforementioned performance value produce an evaluation report. The enterprise resource planning performance evaluation method according to item 9, wherein the foregoing enterprise basic data is any one or combination of one industry material data and one enterprise size data.