JP2001256331A - Individual action managing method using portable telephone - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an individual action managing method which cay easily and securely perform input operation for information on action contents, etc., in real time and can perform action management with superior instantaneousness and efficiency. SOLUTION: The processor of the portable telephone set 10 having a data communication function using a non-speech channel is made to execute an action management program. This program includes a process for displaying an action kind selection picture 30 on the display 10a of the portable telephone set, a process for accepting user input specifying an action kind in the picture, a process for accepting user input meaning the start, etc., of the action of the specified action kind 33, and a process for receiving the user input meaning the action start and generating and sending a data packet containing the identifier of the portable telephone the identifier 31 of the action kind, information showing the start of the action, etc., to an action management computer 12. The action management computer receives the data packet, and rearranges and enters the action kind, action start data and time, etc., into action history books by portable telephones. This computer generates, puts together, and outputs the action history books of the portable telephones.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a personal behavior management method for managing the behavior of a so-called salesperson who goes to a customer and conducts business activities.

[0002]

2. Description of the Related Art A sales support system called SFA (Sales Force Automation) is being introduced to each company with the spread of so-called mobile computing into business in corporations. This sales support system allows a salesperson on the go to connect a laptop computer or an information terminal device such as a PDA (Personal Digital Assistant) to the Internet via a mobile phone, for example. Can be browsed.

[0003] The business information recorded in the server includes, for example, a one-week action schedule and a meeting schedule, messages from customers, past business results, and customer information. Most of the changing data, such as the action schedule, was usually recorded in advance at the beginning of the week.

[0004]

The above-mentioned sales support system is mainly used for responding to a request for extracting customer information or the like from a sales representative or for exerting an e-mail communication or message function. It does not have the technical idea and the function of taking action from the management department that manages the salesperson and managing the behavior of the salesperson at any time.

[0005] That is, the data viewed by the sales person or the person concerned is merely a record of the initial action plan in advance, and in addition, the sales person often goes out, Because the action content frequently changes easily depending on the situation, it is likely to be natural and poor in immediacy.

[0006] Even if data such as action contents are modified or an action report is made in accordance with a change in the situation, for example, it is troublesome for a busy sales person to start up a laptop computer at any place and perform data input work. There is no doubt that this is a great task. Therefore, in most cases, it is considered that data correction and action reporting are performed only when a certain amount of action is completed and there is room for input work.

[0007] Therefore, there is always a problem inherent in the actual action contents and the start / end time and the data in the server, which causes a time lag and lack of immediacy of the data. There was also a problem that the original work efficiency was reduced due to being bound for a long time by the daily report creation work to report the contents.

[0008] In other words, for a salesperson who has difficulty in grasping the actual working status, he or she can check the behavior in real time using a conventional sales support system, and can check the business performance and labor costs based on the behavior. It was impossible to conduct behavior management such as immediate evaluation.

Therefore, the present invention has been made in view of such a conventional problem, and an operation for inputting information such as the contents of an action can be performed simply, reliably and in real time, and action management excellent in immediacy and efficiency can be realized. It provides possible personal behavior management methods.

[0010]

The present invention is a personal behavior management method using a portable telephone for achieving the above object, and is specified by the following items (1) to (4). (1) A processor of a mobile phone having a data communication function using a non-communication channel causes a processor to execute a predetermined behavior management program. (2) the behavior management program displays a behavior type selection screen on a display of the mobile phone;
A process for receiving a user input for specifying a certain activity type in the action type selection screen, a process for receiving a user input indicating an action start or action end for the specified action type, In response to the user input of the end, a data packet including the identifier of the mobile phone, the identifier of the specified action type, and the information indicating the action start or the action end is generated and addressed to a predetermined action management computer. Transmitting over a speech channel. (3) The behavior management computer receives the data packet, and sorts and writes the behavior type, the behavior start date and time and the behavior end date and time in the behavior history book for each mobile phone. (4) The behavior management computer creates the behavior history books for a large number of mobile phones, and aggregates and outputs them.

[0011]

DESCRIPTION OF THE PREFERRED EMBODIMENTS === Network Configuration === FIG. 1 schematically shows a network configuration for realizing the individual behavior management method of the present invention. In this embodiment, for example, a sales person of a company is exemplified as a "person" whose behavior is managed (or performed). Hereinafter, each term in FIG. 1 will be briefly described.

[Mobile Phone 10] In this embodiment, the mobile phone 10 is an "i-mode" (registered trademark) of NTT Mobile Communication Network Corporation (NTT DoCoMo).
A compatible mobile phone is given as an example. The i-mode is a service that allows content browsing on the Internet and transmission / reception of e-mail with only a mobile phone. Mobile phone 10 corresponding to this i-mode service
Is, for example, CHTM, a subset version of the HTML language.
A browser for displaying contents described in the markup language L is provided, and information indicated by the browser is displayed on a display 10 a attached to the mobile phone 10. When connecting to the Internet, the user connects to an i-mode center serving as a connection gateway via a mobile phone packet network, and downloads desired information from a predetermined server as appropriate.

In the present invention, the portable telephone 10 is a tool carried by the salesperson to carry out the personal behavior management method of the present invention. The processor incorporated in the mobile phone 10 downloads an action management program (to be described later) from a predetermined server connected via the Internet as described above (or executes the behavior management program in advance in the memory of the mobile phone 10).

[In-company server 11]... The in-company server 11 includes the identifier of the mobile phone 10, the identifier of the action type, and the information indicating the start and end of the action transmitted to the server. This is an action management computer that receives data packets and organizes and writes the action type, the action start date and time, and the action end date and time in the action history book for each mobile phone. The server 11 can create an action history book for a large number of mobile phones 10 and output them collectively.

The mobile phone 10 is connected to a mobile phone packet network and an i-mode center via a dedicated line. By not using a public line network such as the Internet as the information transmission path, confidentiality of information recorded in the server 11 can be ensured. The server 11 not only receives the data packet transmitted from the salesperson's mobile phone 10, but also responds to the salesperson's request for providing information, such as his / her own action plan and action information such as its type.
Alternatively, sales support information such as customer information and FAQs can be provided.

[Hosting service server 12]
-Unlike the in-company server 11 described above, the mobile phone 10
Is a server connected via the Internet instead of a dedicated line. For example, when it is difficult to introduce and operate a server by itself as a company in order to implement the behavior management method of the present invention, a server provided by a specialist renting and operating a server, and a plurality of servers May be used in combination. The function is not different from the in-house server 11 at all. However, in-company server 1
1 and the hosting service server 12 can appropriately select either a dedicated line or the Internet as an information transmission path according to the required conditions.

=== Detailed Description According to Actual Operation === In the present embodiment, the hosting service server (hereinafter, referred to as the “hosting service server”) provided by a specialized company by a company introducing the personal behavior management method of the present invention. It is assumed that the behavior management program is installed and used in the server 12). FIG. 2 shows a display 10a of the mobile phone which is displayed when the behavior management method of the present invention is used, and a detailed description based on the display on the display 10a is shown in FIG.
This will be described below together with the outline of the network configuration.

The behavior management program includes a portable telephone 1
0 is downloaded from the server 12 to a memory included in the server 12 and executed by the processor.
Written in TML language, it comprises a number of processes described in detail below. However, this program may be stored in the memory of the mobile phone 10 in advance, or may be downloaded from the server 12 once, recorded in the non-volatile memory of the mobile phone 10, and used repeatedly.

=== Initial Screen Display Process === When a sales representative on the go takes an actual action such as visiting a certain customer and performing a sales activity, the action information is transmitted to the server 12. Therefore, the screen displayed first is the initial screen 20. When the sales person presses the i-mode button 10b of the mobile phone 10, the processor in the mobile phone 10 reads the data of the i-mode main menu screen (not shown) stored in the nonvolatile memory or the like and displays the data on the display 10a. Then, data communication using the mobile phone packet network is started.

An item corresponding to the action management program of the present invention is selected from the i-mode main menu screen by using the cursor button 10c or the like. With this selection, the mobile phone 10 requests the i-mode center for the CHTML data of the initial screen 20 and downloads it from the server 12. The initial screen 20 obtained in this manner includes a company name for selecting and inputting the name of the company to be visited.
A code item 21, time stamps 1 and 2 for inputting an action start or end time, and an action type item 22 for selecting and inputting action content are displayed. Hereinafter, the display 10a
When various selections and specific operations are performed on the above, the server 12 sends the CTMML via the i-mode center.
It is assumed that data is downloaded to the mobile phone 10 or various data is transmitted to the server 12.

=== Action Type Selection Screen Display Process and Action Type Identification Process === After the initial screen 20 is displayed as described above, the operation type item 22 is operated by operating the operation button 10c linked with the cursor. By making a selection, the action type selection screen 30 is displayed (action type selection screen display process). In this action type selection screen 30, for example, a two-digit action type code number 31
And the corresponding action type 32 are listed. If the action type code number 31 and the action type 32 are classified into so many types that they cannot fit on one screen, the display contents can be scrolled up and down using the operation buttons 10c or the like to smoothly refer to and select. It has become.

For example, as shown in the figure, when the cursor (under bar) is moved to the specific activity type 33, "Initial business" and a selection operation is performed, the processor of the mobile phone 10 sets the code number corresponding to "Initial business". An operation of accepting an input of "01" and temporarily storing it in a memory is performed (behavior type identification process). However, when specifying an action type that does not conform to any of the preset types, the user selects “direct input mode” and describes himself by using the character input function of the mobile phone 10. In FIG. 2, the code number in this case is “99”. By selecting and specifying the action type in this way, the action type selection screen 30 is closed, and the display on the display 10a returns to the initial screen 20.

=== Visit Destination Identifying Process === When the visit destination identifying process is performed immediately before and after the above-described behavior type identifying process, the individual behavior management method of the present invention can be efficiently and reliably implemented. Is more preferable. This visit destination specifying process is executed on the visit destination specifying screen 40 displayed by selecting the company name / code item 21 displayed on the initial screen 20. On the visit destination specifying screen 40, for example, a six-digit company name code number 41 and a corresponding company name 42 are listed. If the company name code number 41 and the company name 42 are set and registered so many that they cannot fit on one screen, the operation button 10c
The display contents can be scrolled up and down by using such as to smoothly refer to and select.

For example, as shown in the figure, when the cursor (under bar) is moved to a specific company name 43 "B Communication Industry" and a selection operation is performed, the processor of the portable telephone 10 becomes a code corresponding to "B Communication Industry". Number "10000
The operation of receiving the input of "1" and temporarily storing it in the memory is performed. However, when specifying a company name that does not match any of the preset company names,
"Direct input mode" is selected, and the user enters his / her own description using the character input function of the mobile phone 10. The code number in this case is “999999” on the visit destination specifying screen 40 in FIG.
And By selecting and specifying the name of the company to be visited in this way, the visit destination specifying screen 40 is closed, and the display on the display 10a returns to the initial screen 20.

=== Time Stamp Receiving Process === In the visit destination specifying process and the activity type specifying process, the visit destination and the activity type are specified, and if it is the stage to actually start the action such as negotiations, immediately before the action start First, the time stamp 1 on the initial screen 10a is selected. As in the selection operation, the selection is performed by moving the cursor to the time stamp 1 using the operation button 10c or the like, and the processor of the mobile phone 10 accepts the input of the time stamp 1. Further, the time stamp 1 is temporarily stored in the memory as time information.

The time stamp 1 has the same function as marking a start time on a time card for each specific action type 33. On the other hand, the time stamp 2 is selected when the specific action type 33 ends,
By calculating between the time stamp 1 and the time stamp 2, the time required for the specific action type 33 can be quickly found.

=== Data Packet Transmission Process === The processor of the mobile phone 10 receives the input of the time stamp of the action start and the action end, sends the identifier of the mobile phone 10 to the server 12 and temporarily stores it in the memory. A data packet including the stored code number (identifier) of the specific action type 33, the time stamp input information, and the code number (identifier) of the specific company name 43 is generated and transmitted through a packet communication network (non-communication channel). Send this.

As a result, the immediate action information of the sales person concerned is constantly updated in the server 12 for each action. Therefore, from the manager of the sales person, the time lag of each individual is reduced. It is possible to grasp behavior without any problem and to perform reliable behavior management without leakage. Moreover, from the point of view of the sales representative, only the mobile phone is used for the behavior report, and only simple visual and simple selection work is required, eliminating the need for complicated input work, making it extremely efficient and convenient. Since the action report can be performed with simple work, it is possible to see a marked improvement in overall operational efficiency.

The server 12 receives the data packet transmitted from the mobile phone 10 and arranges and writes the action type and the action start date and time in the action history book 50 (see FIG. 3) for each mobile phone 10. The server 12 can create an action history book 50 of the mobile phone 10 and collectively output the action history book 50 for each required fixed period or for each department.

Based on the action history book 50, the time spent for each action type, the average time, the total time from the first visit to the contract, the action pattern of each person / period,
In addition, each person's personnel cost per minute can be quickly calculated, each person can check the status of his / her work, and the manager can perform detailed personnel management and wage calculation.

=== Other Embodiments === (a) The action type selection screen display process, the action type specifying process, the visit destination specifying process, and the time stamp receiving process are performed only in the execution order shown in the present embodiment. The present invention is not limited to this. For example, the process may be executed from the time stamp receiving process, or the action type specifying process may be executed last. In short, a triggering process that generates and transmits a data packet in the data packet transmitting process may be set to any process. In addition, if only the identifier of the mobile phone is attached, it is not necessary to make all information into a single data packet.For example, only the time stamp input information and the identifier of the mobile phone are transmitted to the server, and other information is also transmitted. Each of them may be transmitted together with the identifier of the mobile phone. In any case, if it can be determined that the data is that of the mobile phone, various information can be combined or transmitted alone.

(B) It is preferable that the behavior management program has a function of opening a screen such as an initial screen and a behavior type selection screen, and for suppressing the peeping of other persons and the data falsification in response to a keyword input.

(C) Also, useful knowledge and information obtained in the past work are classified by item and recorded in advance in the server 12 or the like, together with the activity type and the name of the visiting company. It may be reported in connection with information of each company.

(D) The present invention can be applied not only to sales personnel but also to various occupations such as occupations incorporated in a wage system according to time and occupations in which actual behavior is difficult to grasp.

(E) Not only i-mode compatible mobile phones, but also any mobile phones capable of performing data communication using a non-communication line. In addition, a mobile phone and a behavior management computer (the server 12 in this embodiment)
The word "" means that any type of network can be used as long as data communication can be performed using a non-communication line.

[0036]

According to the present invention, the data which is browsed by the sales staff and its related persons, etc., which the conventional sales support system has, lacks the immediacy, and the contents of actions, etc., adapted to the situation change. Even if the data is corrected or the behavior report is made, all the problems of requiring a complicated task from the sales representative and reducing the original work efficiency are all solved.

That is, the behavior management computer (server)
Since the immediate action information of the salesperson is constantly updated for each action (each data packet), from the point of view of the manager of the salesperson, the action without time lag of each individual It is possible to grasp and to perform reliable behavior management without leakage. Moreover, from the point of view of the sales representative, only the mobile phone is used for the behavior report, and only simple visual and simple selection work is required, eliminating the need for complicated input work, making it extremely efficient and convenient. Since the action report can be performed with simple work, it is possible to see a marked improvement in overall operational efficiency.

Further, based on an action history book for each mobile phone created by the action management computer, the time spent for each action type, the average time, the total time from the first visit to the contract, the action for each person and each period. Patterns and personal costs per minute can be calculated quickly,
Each sales rep can see their business performance,
Managers can also perform detailed personnel management and wage calculations.

As a result, the operation of inputting information such as the content of the action can be performed simply and reliably in real time, and the action management with excellent immediacy and efficiency can be performed.

[Brief description of the drawings]

FIG. 1 is a schematic diagram of a network configuration for implementing a personal behavior management method of the present invention.

FIG. 2 is an explanatory diagram showing a display display of a mobile phone displayed when the behavior management method of the present invention is used.

FIG. 3 is an explanatory diagram showing an example of an action history list created by the action management computer receiving a data packet transmitted from a mobile phone.

[Explanation of symbols]

Reference Signs List 10 mobile phone 10a display 12 action management computer, hosting service server, server 30 action type selection screen 31 action type code number (identifier) 33 specific action type

Claims (1)

[Claims] 1. A personal behavior management method using a mobile phone, the invention being specified by the following items (1) to (4). (1) A processor of a mobile phone having a data communication function using a non-communication channel causes a processor to execute a predetermined behavior management program. (2) the behavior management program displays a behavior type selection screen on a display of the mobile phone;
A process for receiving a user input for specifying a certain activity type in the action type selection screen, a process for receiving a user input indicating an action start or action end for the specified action type, In response to the user input of the end, a data packet including the identifier of the mobile phone, the identifier of the specified action type, and the information indicating the action start or the action end is generated and addressed to a predetermined action management computer. Transmitting over a speech channel. (3) The behavior management computer receives the data packet, and sorts and writes the behavior type, the behavior start date and time and the behavior end date and time in the behavior history book for each mobile phone. (4) The behavior management computer creates the behavior history books for a large number of mobile phones, and aggregates and outputs them.