JP2002140349A - Knowledge management system and its operating method - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a knowledge management system having an operating method for knowledge management for actualizing the effective use of the knowledge management, concrete constitution for it, and an information managing method accompanying the constitution. SOLUTION: The kind and type of an information card are included as conditions as acquisition rules previously set when an information managing server 5 obtains information from an information card server 4, and retrieving operation is performed while those conditions are specified on a communication terminal 1 for a person in charge of sale, so that the desired information card is sent from the information managing server 5 to the communication terminal 1 for the person in charge of sales and displayed.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a knowledge management system based on e-mail and an intranet and a method for operating the same, and more particularly, to knowledge management for managing information according to purposes and applications and contributing to effective use of knowledge management. Regarding the system and its operation method.

[0002]

2. Description of the Related Art In recent years, an increasing number of companies have used e-mail and intranets for information utilization, and these companies are currently working on knowledge management. In this context, there are debates on what kind of system is required for each company to implement knowledge management, how to enter and maintain information, and what is appropriate as accumulated knowledge.

At present, various kinds of information, including information shared on an intranet, are being vigorously accumulated as knowledge. Examples of accumulated knowledge are content that collects voices from consumers, content that registers that all employees have noticed in their daily work, and proposal-based sales that focus on the sales department. There are know-how and success stories necessary for

For example, in the know-how and success cases required for proposal-type sales, if this information can be systematically utilized by all company employees, the level of all employees can be improved, which is a factor that leads to customer satisfaction. This can lead to higher degree of improvement and enhanced competitiveness.

[0005] Examples of know-how necessary for proposal-type sales include, if the sales destination is a liquor store, how to arrange products to increase sales, how to display products at stores, how to campaign, In the case of restaurants, there are proposals such as products that match the customer segment of the store and products that match the dishes.

[0006]

In order to effectively realize such knowledge management, information can be classified and easily accessed in accordance with a system configuration, purpose, and application which are provided for more employees. Information management techniques were required.

Accordingly, an object of the present invention is to provide a knowledge management operation method for realizing effective use of knowledge management, and a knowledge management system having a specific configuration for the method and an information management method associated with the configuration. .

[0008]

In order to achieve the above object, according to the first aspect of the present invention, a step of registering information in an information card on a communication terminal for a sales person owned by each sales person, Storing the information card registered in the step by the information card server, acquiring the information card stored in the step by the information management server, and storing the information card acquired by the information management server in accordance with a predetermined rule; A step in which another employee obtains the information card accumulated in the step from the information management server by each employee terminal, and the other employee refers to the information card obtained in the step and comments on the own employee terminal. The step of inputting, and the information card server stores the comment information input in the step in association with the information card Step, the information management server obtains and manages the comment information together with the information card according to a predetermined rule, and the step of the salesperson obtaining the comment information together with the information card from the information management server using the salesperson communication terminal. , Is characterized by having.

According to a second aspect of the present invention, in the method of operating the knowledge management system according to the first aspect, the salesperson uses the communication terminal for the salesperson to transmit the information card of another employee to the information card. It is obtained from the management server.

According to a third aspect of the present invention, in the method of operating the knowledge management system according to the first or second aspect, the method of operating the knowledge management system further includes the step of: Obtaining the material from the groupware server in which the supplementary material to be provided is registered in accordance with a predetermined rule, and transmitting the material obtained in the step to the communication terminal for the sales person himself / herself. And acquiring the information from the information management server.

According to a fourth aspect of the present invention, in the method of operating a knowledge management system according to the third aspect, the information management server acquires the information card acquired from the information card server and the information card acquired from the groupware server. It is characterized by collectively managing materials.

According to a fifth aspect of the present invention, in the method of operating the knowledge management system according to the first or second aspect, the predetermined rules preset in the information management server include a business rule that supervises business activities. The types of information cards that are distinguished between information cards that the headquarters wants other employees to always refer to and information cards that are recommended to refer to, and types of information cards that are distinguished by the nature of the information content of the information card It is included as a condition, and the information management server is characterized in that when acquiring and managing an information card from the information card server, the information management server forms a classification hierarchy according to the type and type of the information card.

According to a sixth aspect of the present invention, in the method for operating the knowledge management system according to the first or second aspect, the predetermined rule preset in the information management server further includes a title of the information card. The information management server obtains the information card from the information card server and manages the information card, including a collection date of the information card, a department to which the information card collector belongs, an employee code of the information card collector, and a specific keyword as conditions. The information card title, collection date, department to which the collector belongs, employee code of the collector,
And, it is characterized by classifying into hierarchies according to specific keywords.

According to a seventh aspect of the present invention, in the method of operating the knowledge management system according to the third aspect, the predetermined rule preset in the information management server further includes a specific keyword as a condition. Included,
The information management server is characterized in that when acquiring and managing materials from the groupware server, the information management server forms a classification hierarchy according to the titles of the materials and specific keywords included in the materials.

According to the invention of claim 8, in the method of operating the knowledge management system according to claim 1, the salesperson refers to the comment information obtained from the information management server to execute his / her own sales activities. Inputting the reflected result as a new information card on the salesperson communication terminal, transmitting the information card to the information management server from the salesperson communication terminal, and transmitting the information card transmitted in the step to the information management server. Receiving the information card, and storing the information card in accordance with a predetermined rule by the information management server.

According to the ninth aspect of the present invention, in the method for operating the knowledge management system according to the second aspect, the salesperson refers to the information card of another employee acquired from the information management server and himself / herself. Inputting the result reflected in the sales activity of the sales representative as a new information card on the communication terminal for sales representative, transmitting the information card to the information management server from the communication terminal for sales representative, and the information card transmitted by the step. Received by the information management server, and the information management server stores the information card according to a predetermined rule.

According to the tenth aspect of the present invention, in the method for operating the knowledge management system according to the ninth aspect, the salesperson refers to the information card of another employee obtained from the information management server, and The feature is that it is used for planning and proposal of own sales activities.

According to the invention of claim 11, in the method of operating the knowledge management system according to claim 9, the salesperson refers to the information card of another employee obtained from the information management server, and The feature is that it is used for proposals to dealers in their own sales activities.

According to the twelfth aspect of the present invention, in the method of operating the knowledge management system according to the ninth aspect, the salesperson refers to the information card of another employee acquired from the information management server, and It is used to formulate sales promotion measures in its own sales activities.

According to a thirteenth aspect of the present invention, in the operating method of the knowledge management system according to the third aspect, the information management server acquires a material including market analysis data from the groupware server. And

According to a fourteenth aspect of the present invention, in the operation method of the knowledge management system according to the third aspect, the information management server acquires a material including a business manual from the groupware server. I do.

According to a fifteenth aspect of the present invention, in the operation method of the knowledge management system according to any one of the first to fourteenth aspects, a search is performed when a salesperson acquires an information card from the information management server. As a condition,
It is characterized by including a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and an employee code of a collector of the information card.

According to the invention of claim 16, in the method of operating the knowledge management system according to any one of claims 1 to 15, a search is performed when a salesperson acquires an information card from the information management server. As a condition,
It is characterized by including the type of the information card and the type of the information card.

According to a seventeenth aspect of the present invention, in the operation method of the knowledge management system according to any one of the first to sixteenth aspects, the sales clerk obtains the information card from the information management server when the sales person acquires the information card. An information card access order display screen including, as an item, the number of times the information card has been accessed by all employees is provided as a search screen on the staff member communication terminal.

The invention according to claim 18 is a step of registering information in an information card on a salesperson communication terminal owned by each salesperson, and transmitting the information card registered from the step to an information card server. Accumulating the information card according to a predetermined rule, obtaining the information card accumulated by the step from the information card server by each employee terminal, and referring to the information card acquired by the step by another employee. Inputting the comment on the employee terminal of the employee, storing the comment information input in the step in association with the information card by the information card server, and managing the comment information together with the information card according to a predetermined rule. , The sales person uses the communication terminal of the sales person to Characterized by a step of acquiring from the server.

According to the nineteenth aspect of the present invention, in the operation method of the knowledge management system according to the eighteenth aspect, the salesperson uses the communication terminal for the salesperson to transmit the information card of another employee to the information card. It is obtained from a card server.

According to the invention of claim 20, in the method of operating the knowledge management system according to claim 18 or 19, the operation method of the knowledge management system is further supplementary provided to each salesperson. A groupware server in which important materials are registered, managing the materials according to a predetermined rule, and the salesperson obtains the materials obtained by the step using the communication terminal for the groupware by his / her own salesperson. Acquiring from a server.

According to the invention described in claim 21, in the method for operating the knowledge management system according to claim 18 or 19, the predetermined rules preset in the information card server include a business rule that supervises business activities. The types of information cards that are distinguished between information cards that the headquarters wants other employees to always refer to and information cards that are recommended to refer to, and types of information cards that are distinguished by the nature of the information content of the information card It is included as a condition, and the information card server is characterized in that information cards are classified and managed according to the types and types of the information cards.

According to the invention of claim 22, in the method of operating a knowledge management system according to claim 18 or 19, the predetermined rule preset in the information management server further includes a title of the information card. The information card collection date, the department that the information card collector belongs to, the employee code of the information card collector, and a specific keyword are included as conditions.The information card server determines the information card title, collection date, It is characterized in that information cards are classified and hierarchized and managed according to the department to which they belong, the employee code of the collector, and a specific keyword.

According to the twenty-third aspect of the present invention, in the method of operating the knowledge management system according to the twentieth aspect, the predetermined rule set in advance in the groupware server further includes a specific keyword. The groupware server is characterized in that, when acquiring and storing the material from the groupware server, the material is classified and hierarchized according to a specific keyword included in the material.

According to a twenty-fourth aspect of the present invention, in the method for operating the knowledge management system according to the nineteenth aspect, the salesperson refers to the information card of another employee obtained from the information card server and himself / herself. Inputting the result reflected in the sales activities of the sales representative as a new information card on the communication terminal for sales representative, transmitting the information card to the information card server from the communication terminal for sales representative, and the information card transmitted by the step. Received by the information card server, and the information card server stores the information card according to a predetermined rule.

According to the twenty-fifth aspect of the invention, in the method for operating the knowledge management system according to the twenty-fourth aspect, the salesperson refers to the information card of another employee acquired from the information card server, and The feature is that it is used for planning and proposal of own sales activities.

According to the twenty-sixth aspect of the present invention, in the method of operating the knowledge management system according to the twenty-fourth aspect, the salesperson refers to the information card of another employee obtained from the information card server, and The feature is that it is used for proposals to dealers in their own sales activities.

According to the invention described in claim 27, in the operation method of the knowledge management system according to claim 24, the salesperson refers to the information card of another employee obtained from the information card server, It is used to formulate sales promotion measures in its own sales activities.

According to a twenty-eighth aspect of the present invention, in the method of operating the knowledge management system according to the twentieth aspect, the groupware server includes market analysis data as registered data.

According to a twenty-ninth aspect of the present invention, in the operating method of the knowledge management system according to the twentieth aspect, the groupware server includes a business manual as a registered material.

According to a thirtieth aspect of the present invention, in the method for operating a knowledge management system according to any one of the eighteenth to twenty-ninth aspects, a search is performed when a salesperson acquires an information card from an information management server. The conditions include a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and an employee code of a collector of the information card.

According to the invention of claim 31, in the operation method of the knowledge management system according to any one of claims 18 to 30, a search is performed when a salesperson acquires an information card from the information management server. It is characterized in that the condition includes the type of the information card and the type of the information card.

According to the invention of claim 32, in the operation method of the knowledge management system according to any one of claims 18 to 31, the salesperson in the case where the salesperson acquires the information card from the information management server. An information card access order display screen including, as an item, the number of times the information card has been accessed by all employees is provided as a search screen on the staff member communication terminal.

The invention according to claim 33 is a communication terminal for a sales person, which is owned by each sales person and registers information in an information card, and an information card registered on the communication terminal for the sales person. An information card server that stores the information card stored in the information card server, accumulates the acquired information card according to a predetermined rule, and an information management server that is owned by other employees. An employee terminal that obtains the information card stored in the employee terminal, the other employee refers to the information card obtained from the employee terminal, inputs a comment on his / her own employee terminal, and displays the input comment information as information. The card server stores the information in association with the information card, the information management server acquires the comment information together with the information card according to a predetermined rule, and the salesperson uses the communication terminal of the salesperson. And acquiring the comment information along with the information card from the information management server.

According to a thirty-fourth aspect of the present invention, in the method of operating the knowledge management system according to the thirty-third aspect, the communication terminal for the sales representative acquires the information card of another employee from the information management server. It is characterized by.

According to the invention of claim 35, in the knowledge management system of claim 33 or 34, the knowledge management system further comprises:
There is a groupware server in which supplementary materials provided for each salesperson are registered.The information management server acquires the materials from the groupware server in accordance with a predetermined rule. It is characterized in that the material is obtained from the information management server.

According to the invention of claim 36, in the knowledge management system of claim 35, the information management server stores the information card acquired from the information card server and the material acquired from the groupware server. It is characterized by being managed collectively.

According to the invention described in claim 37, in the knowledge management system according to claim 33 or 34, the predetermined rules set in advance in the information management server include a sales headquarters for controlling sales activities. The types of information cards that are distinguished between the information cards that are required to be referred to by employees and those that are recommended to be referred to, and the types of information cards that are distinguished by the nature of the information content of the information cards are included as conditions. The information management server is characterized in that when acquiring and managing an information card from the information card server, the information management server forms a classification hierarchy according to the type and type of the information card.

According to the thirty-eighth aspect of the invention, in the knowledge management system according to the thirty-third or thirty-fourth aspect, the predetermined rules preset in the information management server further include an information card title, an information card The collection date, the department to which the information card collector belongs, the employee code of the information card collector, and a specific keyword are included as conditions.When the information management server acquires and manages the information card from the information card server, Information card title,
It is characterized in that it is classified and hierarchized according to the collection date, the department to which the collector belongs, the employee code of the collector, and a specific keyword.

According to the invention of claim 39, in the knowledge management system of claim 35, the predetermined rule preset in the information management server further includes a specific keyword as a condition, The information management server is characterized in that when acquiring and managing materials from the groupware server, the information management server forms a classification hierarchy according to the titles of the materials and specific keywords included in the materials.

According to the invention of claim 40, in the knowledge management system of claim 33, the result of the sales representative reflecting his / her own sales activities with reference to the comment information obtained from the information management server. Is input as a new information card on the sales representative communication terminal, the sales representative communication terminal transmits the result information to the information management server, and the information management server receives the information card and receives a predetermined rule. And accumulate according to

According to the invention described in claim 41, in the knowledge management system described in claim 34, the salesperson in charge of his / her own sales activities with reference to the information card of another employee obtained from the information management server. When the reflected result is input as a new information card on the sales representative communication terminal, the sales representative communication terminal transmits the information card to the information management server, and the information management server receives the information card. And accumulate according to a predetermined rule.

[0049] According to the invention of claim 42, in the knowledge management system of claim 35, the information management server acquires a material including market analysis data from the groupware server.

According to the invention of claim 43, in the knowledge management system of claim 35, the information management server acquires a material including a business manual from the groupware server.

According to the invention described in claim 44, in the knowledge management system according to any one of claims 33 to 46, as a search condition when a salesperson acquires an information card from the information management server, It is characterized by including a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and an employee code of a collector of the information card.

According to the invention described in claim 45, in the knowledge management system according to any one of claims 33 to 47, as a search condition when a salesperson acquires an information card from the information management server, It is characterized by including the type of the information card and the type of the information card.

According to the invention described in claim 46, in the knowledge management system according to any one of claims 33 to 38, when the salesperson obtains the information card from the information management server, the salesperson can use the information card for the salesperson. As a search screen on the communication terminal, an information card access order display screen including, as an item, the number of times the information card has been accessed by all employees is provided.

The invention according to claim 47 is a communication terminal for a sales person, which is owned by each sales person and registers information in an information card, and an information card registered on the communication terminal for the sales person. An information card server that obtains and manages the information card according to a predetermined rule, and an employee terminal that is owned by another employee and obtains an information card stored in the information card server. Another employee refers to and inputs a comment on his / her own employee terminal, and the input comment information is stored in association with the information card by the information card server and managed according to a predetermined rule,
It is characterized in that a salesperson obtains comment information together with an information card from an information card server using a salesperson communication terminal.

According to the invention of claim 48, in the operation method of the knowledge management system according to claim 47, the communication terminal for the sales representative acquires the information card of another employee from the information card server. It is characterized by.

According to the invention of claim 49, in the knowledge management system of claim 47 or 48, the knowledge management system further comprises:
It has a groupware server in which supplementary materials provided for each salesperson are registered, and the groupware server manages the materials according to predetermined rules.

According to the invention described in claim 50, in the knowledge management system according to claim 47 or 48, the predetermined rules set in advance in the information card server include a sales headquarters for controlling sales activities. The types of information cards that are distinguished between the information cards that are required to be referred to by employees and those that are recommended to be referred to, and the types of information cards that are distinguished by the nature of the information content of the information cards are included as conditions. The information card server is characterized by classifying and managing information cards according to the types and types of the information cards.

According to the invention of claim 51, in the knowledge management system of claim 47 or 48, the predetermined rule preset in the information management server further includes an information card title, an information card The collection date, the department of the information card collector, the employee code of the information card collector, and a specific keyword are included as conditions.
The information cards are classified and managed according to the collection date, the department to which the collector belongs, the employee code of the collector, and a specific keyword.

According to the invention of claim 52, in the knowledge management system of claim 49, the predetermined rule preset in the groupware server further includes a specific keyword as a condition. The groupware server is characterized in that when acquiring and storing the material from the groupware server, the material is classified and hierarchized according to a specific keyword included in the material.

According to the invention described in claim 53, in the knowledge management system described in claim 48, the sales person in charge of his / her own sales activity refers to the information card of another employee obtained from the information card server. When the reflected result is input as a new information card on the sales representative communication terminal, the sales representative communication terminal transmits the information card to the information card server, and the information card server receives the information card. And accumulate according to a predetermined rule.

According to the invention of claim 54, in the knowledge management system of claim 49, the groupware server includes market analysis data as registered materials.

According to the invention of claim 55, in the knowledge management system of claim 49, the server for groupware includes a business manual as a registered material.

According to the invention of claim 56, in the knowledge management system according to any one of claims 47 to 55, as a search condition when a salesperson acquires an information card from the information management server, It is characterized by including a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and an employee code of a collector of the information card.

According to the invention described in claim 57, in the knowledge management system according to any one of claims 47 to 56, as a search condition when a salesperson acquires an information card from the information management server, It is characterized by including the type of the information card and the type of the information card.

According to the invention described in claim 58, in the knowledge management system according to any one of claims 47 to 57, when the salesperson obtains the information card from the information management server, the salesperson can obtain the information card. As a search screen on the communication terminal, an information card access order display screen including, as an item, the number of times the information card has been accessed by all employees is provided.

[0066]

Embodiments of the present invention will be described below in detail with reference to the accompanying drawings.

FIG. 1 is a diagram showing a schematic configuration of a knowledge management system according to the first embodiment of the present invention. Reference numeral 1 denotes a communication terminal for a salesperson owned by each salesperson, which is preferably portable. Reference numeral 2 denotes an employee terminal of an employee other than the sales representative who owns the communication terminal 1 for the sales representative. Reference numeral 3 denotes a groupware server on which groupware is installed and which centrally manages information shared on an intranet in a company. 4
Is an information card server that stores and manages information registered in a predetermined format (hereinafter referred to as an information card) by a salesperson. Reference numeral 5 denotes an information management server which acquires information from the groupware server 3 and the information card server 4 in accordance with a preset rule and transmits the information to the sales representative communication terminal 1 and the employee terminal 2.

Here, when the information management server 5 acquires information from the information card server 4, the acquisition rules set in advance include the title of the information, the date of collection of the information, the department to which the information collector belongs, and the information. This is a collection rule based on a specific keyword included.

When the information management server 5 acquires the information acquired from the groupware server 3, the acquisition rules set in advance include a collection rule based on the title of the information and a specific keyword included in the information. is there.

According to the above method, the information management server 5 acquires and manages information from the groupware server 3 and the information card server 4. The acquired information is transmitted in response to a request from a sales representative communication terminal or an employee terminal. Since the information management server 5 collectively manages the information obtained from the information card server 4 and the information obtained from the groupware server 3, the information card server 4 and the groupware server are displayed on the communication terminal 1 for the sales representative. 3 can be displayed in an integrated manner.

Specific examples of the information registered in advance in the groupware server 3 include supplementary materials provided to sales staff, such as market analysis data and basic operation manuals. The information card sent from each sales representative is registered in the information card server 4.
Other employees can add further comments to the contents of the information card, and can register the comment in association with the information card.

Next, the system operation in this embodiment will be described in detail with reference to the sequence diagram of FIG.

In the information management server 5, for the information card server 4, collection rules based on information titles, information collection dates, departments to which information collectors belong, and specific keywords included in the information are set. For the groupware server, a collection rule based on the title of the information and a specific keyword included in the information is set.

For example, when there is information necessary for the sales activity, the sales person inputs information to request the information from another employee on the information card input screen, and the information is transmitted from the sales person communication terminal 1 to the information terminal. It is transmitted to the card server 4.
The information card server 4 stores and manages the received information.

The information management server 5 acquires an information card from the information card server 4, and based on the information title, information collection date, department to which the information collector belongs, a specific keyword included in the information, and the like. The information cards obtained from the information card 4 are classified and hierarchized and stored.

The other employee calls the information card from the information management server 5 by specifying a desired classification hierarchy using the employee terminal. For example, an employee who calls the above information card to request information required for sales activities from another employee enters the content on the comment input screen as a comment if the required information is known, and the employee The information is transmitted from the terminal to the information card server 4.

The information card server 4 stores the received comment information in association with the information card. The information management server 5 acquires from the information card server 4 an information card and a comment stored in association with the information card,
The information is classified / hierarchized based on preset rules such as the title of the information, the date of collecting the information, the department to which the information collector belongs, and the keywords included in the information, and accumulates.

The salesperson downloads the information card from the information management server 5 by inputting, for example, the collection date of the information card, his / her department, his / her employee code, etc. It can be displayed on the communication terminal 1, and can be reflected on its own business activity by referring to the comment attached to this information card.

The salesperson practices the sales activity with reference to the comment attached to the information card. The result of the sales activity can be registered as a new information card, and the salesperson communication is performed. The result is input on the information card input screen of the terminal 1, and the salesperson communication terminal 1
To the information card server 4 for registration.

The information management server 5 obtains the information card from the information card server 4 in the same manner as the above operation, and obtains the title of the information, the collection date of the information, the department to which the information collector belongs,
And classify and store them based on predetermined rules such as keywords included in the information. At this point, the information card can be referred to by other employees.

As another embodiment, when a salesperson wants to reflect on his or her business activities with reference to an information card of another employee, a desired classification hierarchy is set on the communication terminal 1 for salesperson. By specifying, the information card is acquired from the information management server 5. The salesperson refers to the information card acquired here and reflects it on his / her business activities.

After the sales activity, the sales representative newly inputs the result to the information card and causes the information terminal 1 to transmit the result to the information card server 4. The information card server 4 stores and manages the received information card. The information management server 5 acquires an information card from the information card server 4 and classifies the information card based on predetermined rules such as the title of the information, the date of collecting the information, the department to which the information collector belongs, and the keywords included in the information.・ Hierarchize and accumulate. At this point, the information card can be referred to by other employees.

The groupware server 3 stores supplementary materials such as market analysis data and business manuals necessary for sales activities of each salesperson. The information management server 5 acquires the information from the groupware server 3, classifies and hierarchies the information based on a predetermined collection rule such as a title of the information and a specific keyword included in the information, and accumulates the information. I do. The salesperson calls the information from the information management server 5 by specifying a desired classification hierarchy using the salesperson communication terminal 1.

In the case where supplementary materials such as market analysis data and basic operation manuals are required for sales activities, the salesperson uses his / her own salesperson communication terminal 1 to operate the information management server 5. Request for necessary information. In the information management server 5, the information to be stored is classified and hierarchized according to a collection rule such as a title or a specific keyword, and is stored. So the sales rep
By inputting a desired title or keyword on the sales representative communication terminal 1 and performing an operation for search, the information management server 5 searches for information corresponding to the received title name or keyword, and searches the information. The information display such as the titles of all the information is transmitted to the sales representative communication terminal 1.

When the salesperson refers to the information display displayed on the display screen of the salesperson communication terminal 1 and selects and inputs one of them, the selected information is transmitted from the salesperson communication terminal 1 to the information display. It is transmitted to the management server 5. The information management server 5 transmits the information specified by the received selection information to the sales representative communication terminal 1 and displays the information on the display screen of the sales representative communication terminal 1.

Next, an information card search operation applicable to the present invention will be described in detail. First, as an embodiment of the first information card search operation, there is a full-text search in which a search is performed by designating a part of keywords in the information content registered in the information card.

As shown in FIG. 3, at the top of the first row, a "search start" button for starting a search with the input contents of the search condition input item for inputting a search keyword, and the input contents of the search condition input item A "clear" button is provided for clearing. In the middle, a “change” button for changing one of the already registered search keywords, a “new” button for newly registering the entered search keyword, and a “delete” for deleting one of the already registered search keywords A "Delete" button is provided. In the lower part, a search keyword input item for entering a new search keyword or selecting a search keyword already registered, the current number of saved (registered) search keywords and the maximum number of saved search keywords (three in the figure) are displayed. Is done.

In the middle of the second row, a registration date input item for specifying the registration date or registration period of the information card to be searched,
Branch (business establishment) selection specification item to select and specify the branch (business establishment) of the collector of the information card to be referred to, employee code input item to enter the employee code of the collector, branch (business establishment) of the collector A branch (business establishment) code input item for designating a branch (business establishment) by directly inputting a code is provided. Further, a “search start” button for starting a search with the above search contents and a “clear” button for clearing the above search conditions are provided.

The upper part of the third row has an item for specifying a reference section of the information content of the search card. In the drawing, "Must Read" and "Recommended" can be specified as specific examples of the reference section. it can. It also has an item to specify the type of information content of the search card. Specific examples of information content include "information", "opinions / suggestions / requests", "please tell me",
"Reference case", "success case", and "failure case" can be designated.

In the search operation using the first row, when executing a search by inputting a new keyword, the information is managed by inputting the keyword in the search keyword input item and selecting and inputting the "search start" button. The server 5 searches for an information card including the keyword. When canceling the input keyword, the search keyword input item is initialized by selecting and inputting a "clear" button.

In the present embodiment, several search keywords can be registered. When searching for an information card using the search keywords that have already been registered, a downward arrow at the right end of the search keyword input item is displayed. When clicked, registered search keywords are displayed. When the sales person selects one of them and selects and inputs a “search start” button, the information management server 5 searches for an information card of information including the search keyword.

In the embodiment shown in this figure, the maximum number of registered search keywords is set to three, and it is not possible to newly register a search keyword exceeding the number. Therefore, when registering a new search keyword when the maximum number of search keywords has been saved, display the registered search keyword in the search keyword input field and select and input the "Delete" button to register the search keyword. Delete the search keyword, enter a new keyword and select the "New" button to register a new search keyword, or display a registered search keyword in the search keyword input item A registered keyword is updated by selecting and inputting a "change" button and inputting a new search keyword.

A new search keyword is input in the search keyword input item, or a registered search keyword is displayed, and a “search start button” is selected and input. The search keyword information is transmitted to.

The information management server 5 searches for an information card having a title or document content having the same term as the search keyword. When this search operation is performed, the titles of all applicable information cards are transmitted from the information management server 5 to the sales representative communication terminal 1, and the titles of those information cards are displayed on the display screen of the sales representative communication terminal 1. , The name of the collector and the date of collection are displayed.

When searching for an information card by designating the collector in the second row, the registration date or registration period of the information card is entered in the "information card registration date input item", and the branch to which the collector belongs is entered. Alternatively, the business place is selected and input in the branch (business place) selection input item. Next, the information card corresponding to these search conditions is searched by inputting the employee code of the collector into the employee code input item. Further, in the embodiment shown in this figure, the branch or business place code can be directly input and the affiliation of the collector can be specified without using the branch (business place) selection input item.

When the input of the above search conditions is completed, a "search start" button is input to execute the search of the information card. If the search criteria are incorrect or incorrect,
The selected item is initialized by inputting the "clear" button.

In the second search operation, the registration date is input in the information card registration date input item, the employee code is input in the information card collector employee code input item, and the branch (business establishment) to which the information card collector belongs is selected. The branch (business establishment) is selected as the input item, and when directly inputting the branch (business establishment) code of the department to which the information card collector belongs, the branch (business establishment) is input in the branch (business establishment) input item belonging to the information card collector. The code is entered. When the above input is completed and the search start button is selected and input, the search conditions are transmitted from the sales representative communication terminal 1 to the information management server 5.

The information management server 5 searches for the information card corresponding to the received search condition, ie, the registration date (registration period), branch name (business place name), and employee code. When this search operation is performed, the titles of all applicable information cards are transmitted from the information management server 5 to the sales representative communication terminal 1, and the titles of those information cards are displayed on the display screen of the sales representative communication terminal 1. , The name of the collector and the date of collection are displayed.

When acquiring an information card from the information card server, the information management server 5 classifies the information card based on the registration date of each information card, and then ranks the branch (business establishment) to which the collector belongs below the registration date. ) To categorize and rank information cards,
The information cards are classified by employee code under each affiliated branch (business place), and are hierarchized.

As described above, the information management server 5 stores the information cards in the classification hierarchy, so that the sales person's communication terminal 1 can register the registration date (registration period), the affiliated branch (affiliated business office).
Upon receiving the search conditions such as the employee code and the employee code, the information management server 5 determines the corresponding information card based on the registration date (registration period), and then sends the information card to its affiliated branch (affiliated business establishment). The corresponding information card is determined, and finally, the information card corresponding to the employee code is determined from the information cards, so that the collection date, the affiliated branch (affiliated business office), and the employee received from the communication terminal 1 for the sales representative are obtained. A search operation based on search conditions such as codes is realized.

When performing a search by designating the type of information content of the information card in the third row, in the embodiment shown in FIG.
The information card is searched for by designating the reference category of the information card and the type of information. According to the present embodiment, there are “required reading” and “recommended” as reference categories, and either one can be selected and input. The types of information are "information", "opinions / suggestions / requests", "tell me", "reference cases", "success cases", and "failure cases".
And at least one of them can be selected and input. By selecting a desired search condition and inputting a "search start" button, an information card corresponding to the search condition is searched. If there is an error or an error in the search condition, the user selects a “clear” button to reset the selected item to the initial state.

Here, the markings on the information cards of the reference category “required reading” and “recommended” are performed, for example, when all employees refer to the information cards by the sales headquarters of the headquarters that supervises the sales department. It is added to classify information that you want to refer to from us.

At the time of the search operation in the third row, it is possible to input either "Must Read" or "Recommended" or to select both in the item of the reference section. If "Must Read" is selected, an information card that the sales headquarters wants other employees to always refer to is searched. On the other hand, when “recommended” is selected, an information card that the sales headquarters recommends to refer to other employees is searched. When an input to select both, that is, "Must Read" and "Recommended" is input, an information card that the sales headquarters wants to refer to or recommends to refer to is always searched.

In addition, the information types “information”, “opinion /
"Proposals / requests", "Tell me", "Reference cases", "Success cases", and "Failure cases" indicate the nature of the information content registered in the information card, and all employees must have at least one of them. One can be specified.

In the third search operation, if the salesperson wants to refer to the information card limited to the “must read” or “recommended” reference section, he or she selects and inputs it in the information card reference section selection item. "Information", "Opinions / Suggestions / Requests",
If you want to refer to the information card only by the type of information, "Tell me", "Reference case", "Success case" and "Failure case", select those types in the information card type selection item input.

After the above input, when the search start button is selected and input, information indicating the reference section selected in the information card reference section selection item and information indicating the type selected in the information card type selection item are displayed. The information is transmitted from the sales representative communication terminal 1 to the information management server 5. The information management server 5 searches for an information card corresponding to the received information. When the search for the information card is completed, an information display indicating the title of the information card and the name of the collector is transmitted from the information management server 5 to the communication terminal 1 for the sales representative, and displayed on the communication terminal 1 for the sales representative. You.

The information management server 5 is an information card server 4
When the information cards are obtained from, the information cards are classified based on the reference classification given to each information card. In the present embodiment, the information cards are classified according to the type of the reference section, “Must Read”, “Recommended”, “Must Read + Recommended”, and blank. Next, the information cards are classified according to the type of the information card below each reference section and hierarchized.

As described above, the information management server 5 establishes a classification hierarchy when storing the information card from the information card server 4, so that the information management server 5 can refer to the information card from the communication terminal 1 for the sales representative. When a search condition such as a category or a type is received, a corresponding information card is determined based on the reference category of the received information card. Next, by determining an information card corresponding to the type of the information card received from the information cards, a search operation based on the reference category and type of the information card received from the communication terminal 1 for the sales representative is realized.

[0109] When the sales representative provides information to the customer and makes a proposal by reflecting the retrieved information card, the result of the information provision and proposal is input to the information card, and the sales person's communication terminal 1 transmits the information to the customer. This information card is transmitted to the information management server 5. The information management server 5 classifies and stores the received information cards according to the registration date of the information card, the collector of the information card, the employee code, the reference category of the information card, and the type of the information card. At the same time, the information card can be referenced by other employees.

As another embodiment of the operation of referring to the information card, the information management server 5 displays a list of information cards that are frequently referred to on the employee terminal, so that all the employees can access the information card access order display screen. , It is possible to know the tendency of the information card frequently referred to recently, and to refer to the information card based on the tendency.

According to FIG. 4, on the information card access order display screen, from the left side of the screen, a comment presence / absence display item indicating whether a comment or an attached file is attached to the information card, and a type of the information card (recommended, Information card type display item indicating information card access order, information card access order display item indicating information card access order, information card access count display item indicating information card access count,
An information card title display item indicating the title of the information card, an information card collection date display item indicating the collection date of the information card, and a branch belonging to the collector indicating the name of the branch (or business place) to which the collector of the information card belongs. It is composed of a name display item, a collector belonging department name display item indicating the department name to which the information card collector belongs, and an information card collector name display item indicating the name of the information card collector.

[0112] In the information card type display items shown in this figure, "comment", "added rice", "added", and blank are displayed. "Comment" in the information card type display item
The information card indicated by "" is accompanied by comments from other employees. On the information card labeled "Some rice"
Attachments and comments from other employees.
The information card labeled "Appendix" has an attached file from another employee. An information card whose information card type display item is blank has neither an attached file nor a comment.

The sales person selects and inputs any one of the information cards by referring to the access order displayed on the information card access order display screen, the presence or absence of a comment or an attached file, the reference category of the information card, and the like. Perform a search operation.

The above search operation is performed by the salesperson communication terminal 1
When the search is performed by the sales representative, the search information is transmitted from the sales representative communication terminal 1 to the information management server 5. The information management server 5 that has received the search information searches for a corresponding information card based on the information and transmits the information card to the sales representative communication terminal 1.

Next, a specific operation example of this embodiment will be described in detail. For example, when a sales representative visits a customer and the necessary knowledge is required during the sales activity, the sales representative uses his / her own sales representative communication terminal 1 to register an information card. I do. At this time, usually, as shown in FIG. 5, one of "Opinion / Suggestion / Request" or "Tell me" is input to the information type input item.

In the embodiment shown in this figure, the information type input item is "Please tell me", the information target input item is "Retail", the information content input item is "Other", and the collection date input item is "2000-06-24", the collection destination category is "Reseller", the collection destination is "Life Corporation Omori", the situation is "Super", the affiliated branch name is entered as "Shizuoka branch", and the employee code is "1234". Is entered as In addition, a document requesting information about the liquor counter is input as information content. After the information card is registered in the information management server, it is assumed that a “recommended” mark is added as a type of the information card in the sales headquarters.

Next, this information card is transmitted from the information card server to the information management server.
It is registered in the place classified as 2000-06-24 in the hierarchy of the collection date, and is registered in the place of the Shizuoka branch in the hierarchy of the branch (business establishment) to which the collector belongs, which is the lower hierarchy of the classified place. In the hierarchy of the employee code, which is the lower hierarchy of the classification hierarchy, it is registered at the classification location of “1234”.

On the other hand, in the information management server, the information is registered in the "recommended" classification location in the information reference classification hierarchy, and the "tell me" classification is performed in the information type hierarchy which is a lower hierarchy of the classification hierarchy. Register in the location.

The other employee selects, for example, “Recommended” in the information card reference category item and “Tell me” in the information card type item in the third category search on the search screen of FIG. And the search start button is selected and input, the search conditions are used as information for the communication terminal 1 for the sales representative.
To the information management server 5. Information management server 5
From the received search condition, the information card is determined from the classification position of "Recommended" in the hierarchy of the information card reference classification item, and then the classification position of "Tell me" in the hierarchy of the lower information card type item.

For all the information cards searched in this way, the titles of the information cards, the names of the collectors, the collection dates, and the like are transmitted from the information management server 5 to the employee terminal 2 and displayed. 5 to 10 show examples. For example, referring to FIG. 5, the employee who has performed this search selects and inputs the "enter comment" button in FIG. Upon selection and input, the screen shifts to a comment input screen shown in FIG. 6, and the employee inputs a comment.

The comment input on the employee terminal 2 is transmitted from the employee terminal 2 to the information management server 5, where the comment is stored in association with the information card.
A plurality of such comments can be stored for one information card.

Thereafter, the salesperson searches the information card registered by himself / herself on the search screen shown in FIG. 3, for example, by searching the second row on the search screen to change the registration date to "2000-06".
-24 ", the branch to which the information card collector belongs is entered as" Kinki area headquarters ", the employee code is entered as" 1234 ", and the" search start button "is selected and input. The card is retrieved and downloaded from the information management server 5 to the sales representative communication terminal 1.

The salesperson refers to the comment attached to the information card and reflects the comment on his / her own sales activity. The comment can be referred to by, for example, moving the pointer to the comment registration display listed below the “input comment” button in FIG. 5 and clicking on the comment registration display screen in FIG. The comment referred to here can be used as a reference for the sales person's own sales activities. When the sales activity is completed, the sales activity person newly registers the result of the sales activity in the information card using the sales representative communication terminal 1 as shown in FIGS. The information card is transmitted from the sales representative communication terminal 1 to the information card server 4, and the information management server 5 classifies and stores the information card from the information card server 4 according to the above rules. At this point, the information card can be referenced by other employees.

The information card in which the result of the information provision / proposition to the customer is registered can be reflected in the sales activities by other employees with reference to the information card. A specific example will be described in detail with reference to FIGS. FIGS. 7 to 10 show examples in which the impressions and results when the information cards of other employees are reflected in their own sales activities with reference to the information cards of other employees are newly registered in the information cards.

FIG. 7 shows a first example of the information card. If the type of information on the information card is
Success stories ", information target is" our company / restaurant ", information content is" new products / others ", and information collection date is" 1999-
10-05 ", the information collection destination category is" Restaurant ", and the information collection destination is" Wadayama Hotel ". This information card shows an example in which an information card by Deputy Chief Nishiyama of the second section of the Kobe branch office is used for proposals to restaurants.

FIG. 8 shows a second example of the information card. If the type of information on the information card is
Success stories ", the target of the information is" our company / retail / new business type ", the content of the information is" sales promotion measures / promotional materials ", and the date of information collection is" 20
00-08-31 ", the information collection destination category is" Reseller ",
The information collection destination is "Likerburn Matsutomi Store". This information card shows an example in which the contents of the information card by Mr. Kaneko of Hokkaido Branch Doo Branch was used for planning and proposal of his business activities.

FIG. 9 shows a third example of the information card. If the information type of the information card is "Reference case",
The target of the information is “our company”, the content of the information is “sales promotion”, the date of collecting the information is “2000-05-30”, the classification of the information is “Reseller”, and the collection of the information is “Friendmart River”. "Wamachi store" and the situation of information is "CVS". This information card shows an example in which the contents of a plurality of information cards from other employees are used for a proposal to a store in their own sales activities.

FIG. 10 shows a fourth example of the information card. The information type of the information card is “reference case”, the information object is “new situation”, the information content is “new product”, the information collection date is “2000-01-20”, and the information collection destination classification is "Hello chain headquarters" is the "seller" and the information collection destination. This information card shows an example of using the contents of an information card by Mr. Morita of the Tokyo metropolitan area headquarters, Mr. Sakaguchi of the Tokyo metropolitan area headquarters, and Mr. Ikeda of the Shizuoka branch to formulate sales promotion measures in their own sales activities. .

FIG. 11 is a diagram showing a schematic configuration of a knowledge management system according to the second embodiment of the present invention. Reference numeral 11 denotes a communication terminal for a salesperson owned by each salesperson, which is preferably portable. 12 is
An employee terminal of an employee other than the sales representative who owns the sales representative communication terminal 11 is shown. Reference numeral 13 denotes a groupware server on which groupware is installed and which centrally manages information shared on an intranet in a company. An information card server 14 stores and manages information registered on the information card by a sales representative.

The groupware server 13 classifies and stores the registered information based on the title of the information and a specific keyword included in the information. The information card server 14 converts the received information card into
Information is classified and hierarchized and stored based on the title of the information, the date of collecting the information, the department to which the information collector belongs, the specific keyword included in the information, and the like.

As specific examples of the information registered in advance in the groupware server 13, there are supplementary materials provided to the sales staff, such as market analysis data and basic operation manuals. In addition, the information card server 14
The information card transmitted from the salesperson communication terminal 11 of each salesperson is registered, and another employee can add a comment to the information card, and the comment is made to correspond to the information card. be registered.

Next, the system operation in the present embodiment will be described in detail with reference to the sequence diagrams of FIGS.

The information card server 14 has rules for classifying and layering the received information cards, such as information titles, information collection dates, departments to which information collectors belong, and specific keywords included in the information. Is set in advance. For example, when there is information necessary for the sales activity, the sales representative inputs a document for requesting the information on the information card, and causes the communication terminal 11 for the sales representative to transmit the information to the information card server 14. Information card server 14
Classifies received information cards based on the above rules.
Hierarchical and accumulate.

For example, when there is information necessary for the sales activity, the sales representative inputs a document for requesting the information on the information card, and causes the communication terminal 11 for the sales representative to transmit to the information card server 14. . The information card server 14 stores and manages the received information.

The information management server 15 is the information card server 1
4, the information cards obtained from the information card server 14 are classified and hierarchized based on the title of the information, the date of collecting the information, the department to which the information collector belongs, the specific keyword included in the information, and the like. Accumulate.

Other employees use the respective employee terminals to specify a desired classification hierarchy and call the information card from the information management server 15. The employee who has called the information card inputs a comment on the content of the information card, if any, on the comment input screen, and causes the employee terminal to transmit the information card to the information card server 14. The information card server 14 stores the comment in association with the information card.

When the salesperson wants to reflect on his / her sales activities by referring to the information card of another employee, the information management server can be specified by specifying a desired classification hierarchy on the communication terminal 11 for salesperson. 15 to obtain an information card.
The salesperson refers to the obtained information card and reflects it on his / her own sales activities.

After the sales activity, the sales representative newly inputs the result to the information card and causes the communication terminal 11 for the sales representative to transmit the result to the information card server 14. The information card server 14 classifies and stores the received information cards based on the title of the information, the collection date of the information, the department to which the information collector belongs, and the keywords included in the information. At this point, the information card can be referred to by other employees.

In the groupware server 13, rules for classifying and layering registered information, such as information titles and specific keywords included in the information, are set in advance. As information registered in the groupware server 13, supplementary materials such as market analysis data and business manuals necessary for sales activities of a salesperson are stored. Information is called from the groupware server 13 by designating a desired classification hierarchy using each sales representative and each employee terminal.

Since the operation of the system according to this embodiment is the same as that of the first embodiment, a detailed description thereof will be omitted.

[0141]

As is apparent from the above description, according to the present invention, information can be classified and easily accessed according to a specific system configuration, purpose and purpose for effectively realizing knowledge management. Can be provided.

[Brief description of the drawings]

FIG. 1 is a schematic configuration diagram illustrating a system configuration according to a first embodiment of the present invention.

FIG. 2 is a first sequence diagram for describing a system operation in the first embodiment.

FIG. 3 is a diagram showing a display example of a search screen on a sales representative communication terminal applicable to the present invention.

FIG. 4 is a diagram showing a display example of an information card access order display screen which is an example of an information card search screen.

FIG. 5 is a diagram showing a display example of a first information card in the embodiment.

FIG. 6 is a diagram showing a display example of a comment input / display screen in the embodiment.

FIG. 7 is a diagram showing a display example on a second information card in the embodiment.

FIG. 8 is a diagram showing a display example on a third information card in the embodiment.

FIG. 9 is a diagram showing a display example on a fourth information card in the embodiment.

FIG. 10 is a diagram showing a display example on a fifth information card in the embodiment.

FIG. 11 is a schematic configuration diagram illustrating a system configuration according to a second embodiment of the present invention.

FIG. 12 is a second sequence diagram illustrating a system operation according to the second embodiment.

FIG. 13 is a third sequence diagram for describing a system operation in the second embodiment.

[Explanation of symbols]

 1,11 Sales terminal for salesperson 2,12 Employee terminal 3,13 Groupware server 4,14 Information card server 5 Information management server

──────────────────────────────────────────────────続 き Continued on the front page (51) Int.Cl. ⁷ Identification symbol FI Theme coat ゛ (Reference) G06F 17/60 174 G06F 17/60 174 514 514 (72) Inventor Takashi Iwama 1-chome, Azumabashi, Sumida-ku, Tokyo 23-1 Asahi Breweries, Ltd. Sales Department (72) Inventor Jun Kasai 1-23-1, Azumabashi, Sumida-ku, Tokyo Asahi Breweries, Ltd. Logistics System Department (72) Inventor Kenji Nakata 1-23, Azumabashi, Sumida-ku, Tokyo No. 1 Asahi Breweries, Ltd. Advanced Business Promotion Department F-term (reference) 5B049 CC00 EE05 5B075 ND35 NR12 QP01

Claims (58)

[Claims] 1. a step of registering information in an information card on a salesperson communication terminal owned by each salesperson; a step of storing an information card registered from the step by an information card server; The information management server obtains the information card stored by the information management server, and accumulates the information card obtained by the information management server in accordance with a predetermined rule. Obtaining the information card obtained by the step by another employee and inputting a comment on his / her own employee terminal by using the information card obtained by the step; and inputting the comment information input by the step into the information card. Storing the information card in association with the information card; and Acquiring and managing the comment information together with the information card according to the rules, and the step of the sales representative obtaining the comment information together with the information card from the information management server using the sales representative communication terminal, A method for operating a knowledge management system, comprising: 2. The operation of the knowledge management system according to claim 1, wherein the salesperson obtains another employee's information card from the information management server using the salesperson communication terminal. Method. 3. The method of operating the knowledge management system, further comprising: the information management server is configured to register the supplementary material provided for each sales representative from a groupware server according to the predetermined rule. And a step in which the sales representative obtains the material obtained in the step from the information management server using his / her own sales representative communication terminal. Or the operation method of the knowledge management system according to 2. 4. The knowledge management system according to claim 3, wherein the information management server collectively manages the information card obtained from the information card server and the material obtained from the groupware server. Operation method. 5. The predetermined rule set in advance in the information management server includes an information card which the sales headquarters controlling the sales activities wants to refer to by other employees without fail and an information card which is recommended to be referred to. The information management server acquires the information card from the information card server and manages the information card. 3. The method according to claim 1, wherein the information is classified and hierarchized according to the type and type of the information card. 6. The information management server according to claim 1, wherein the predetermined rule includes a title of the information card,
The information card collection date, the department of the information card collector, the employee code of the information card collector, and a specific keyword are included as conditions, and the information management server acquires and manages the information card from the information card server. 3. The knowledge management system according to claim 1 or 2, wherein the information is classified and hierarchized according to a title of the information card, a collection date, a department to which the collector belongs, an employee code of the collector, and a specific keyword. Operation method. 7. The predetermined rule preset in the information management server further includes a specific keyword as a condition, and the information management server acquires and manages a material from the groupware server. 4. The method according to claim 3, wherein the classification is hierarchically arranged according to a title of the material and a specific keyword included in the material.
How to use the described knowledge management system. 8. The sales rep inputs a result of reflecting the comment information obtained from the information management server to his / her own sales activities as a new information card on the sales rep communication terminal. Transmitting the information card transmitted from the sales representative communication terminal to the information management server, the information management server receiving the information card transmitted by the step, and the information management server transmitting the information card to the predetermined rule. 2. The method according to claim 1, further comprising: accumulating according to the following. 9. The sales representative refers to an information card of another employee obtained from the information management server and reflects the result reflected in his / her own sales activity on a new communication terminal for the sales representative. Inputting as an information card and transmitting from the communication terminal for sales representative to the information management server, the information management server receives the information card transmitted by the step, and the information management server The method of operating a knowledge management system according to claim 2, comprising: accumulating according to the predetermined rule. 10. The knowledge according to claim 9, wherein the salesperson refers to the information card of another employee acquired from the information management server and uses the information card to propose a business activity of the employee. How to operate the management system. 11. The sales representative refers to an information card of another employee acquired from the information management server and uses the information card to propose to a store in his / her sales activity. How to use the described knowledge management system. 12. The salesperson according to claim 9, wherein the salesperson refers to an information card of another employee obtained from the information management server and uses the information card to formulate a sales promotion measure in his / her own sales activity. How to use the described knowledge management system. 13. The method according to claim 3, wherein the information management server acquires a material including market analysis data from the groupware server. 14. The method according to claim 3, wherein the information management server acquires a material including a business manual from the groupware server. 15. A search condition when the salesperson acquires an information card from the information management server, a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and 15. The method of operating a knowledge management system according to claim 1, further comprising an employee code of a collector of the information card. 16. The information processing apparatus according to claim 1, wherein the search condition when the sales person acquires the information card from the information management server includes a type of the information card and a type of the information card. The operation method of the knowledge management system described in Crab. 17. An information card access as a search screen on the salesperson communication terminal when the salesperson obtains an information card from the information management server, the informationcard access number including, as an item, the number of accesses by all employees of the informationcard. 17. A display device having a ranking display screen.
The operation method of the knowledge management system according to any one of the above. 18. A step of registering information in an information card on a salesperson communication terminal owned by each salesperson, and a step of storing the registered information card by the information card server according to a predetermined rule. Acquiring the information card accumulated by the step from the information card server by another employee from each employee's terminal, and referring to the information card acquired in the step by another employee and commenting on the employee's own terminal Inputting the above, the information card server storing the comment information input in the step in association with the information card, and managing the comment information together with the information card according to the predetermined rule; The salesperson uses the salesperson communication terminal to send the comment information to the information card. Operation method knowledge management system characterized by having both, and obtaining from said information card server. 19. The operation of the knowledge management system according to claim 18, wherein the salesperson acquires the information card of another employee from the information card server using the communication terminal for the salesperson. Method. 20. The method of operating the knowledge management system, further comprising: a groupware server in which supplementary materials provided for each sales representative are registered, managing the materials according to the predetermined rule; 20. The knowledge according to claim 18 or 19, further comprising: a step in which the salesperson obtains the material obtained in the step from the groupware server using his / her salesperson communication terminal. How to operate the management system. 21. The predetermined rule set in advance in the information card server includes an information card which the sales headquarters controlling the sales activity wants to refer to by other employees without fail and an information card which is recommended to be referred to. The information card type distinguished by the information card type and the information card type distinguished by the nature of the information content of the information card are included as conditions, and the information card server classifies the information cards according to the type and type of the information card. 20. The method as claimed in claim 18, wherein
How to use the described knowledge management system. 22. The predetermined rule preset in the information management server further includes an information card title, an information card collection date, a department to which the information card collector belongs, an employee card of the information card collector, And, a specific keyword is included as a condition. The information card server classifies and classifies the information card according to the title of the information card, collection date, department to which the collector belongs, employee code of the collector, and the specific keyword. The method of operating a knowledge management system according to claim 18, wherein the method is managed. 23. The predetermined rule preset in the groupware server further includes a specific keyword as a condition, wherein the groupware server acquires a material from the groupware server. 21. The method according to claim 20, wherein, when storing, the materials are classified and hierarchized according to a specific keyword included in the materials. 24. The sales representative refers to an information card of another employee obtained from the information card server and reflects the result in his / her sales activity,
Inputting the information card as a new information card on the sales representative communication terminal, transmitting the information card to the information card server from the sales representative communication terminal, and receiving the information card transmitted in the step by the information card server 20. The method according to claim 19, wherein the information card server stores the information card according to the predetermined rule. 25. The knowledge according to claim 24, wherein the sales representative refers to the information card of another employee obtained from the information card server and uses the information card to propose a business activity of the employee. How to operate the management system. 26. The sales representative according to claim 24, wherein the sales representative refers to the information card of another employee obtained from the information card server and uses the information card to propose to a store in his / her own sales activities. How to use the described knowledge management system. 27. The sales representative according to claim 24, wherein the sales representative refers to an information card of another employee obtained from the information card server and utilizes the information card to formulate a sales promotion measure in his / her own sales activity. How to use the described knowledge management system. 28. The method according to claim 20, wherein the groupware server includes market analysis data as registered data. 29. The method according to claim 20, wherein the groupware server includes a business manual as a registered material. 30. A search condition when the salesperson acquires an information card from the information management server, a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and 30. The method according to claim 18, further comprising an employee code of a collector of the information card. 31. The information processing apparatus according to claim 18, wherein the search condition when the sales person acquires the information card from the information management server includes a type of the information card and a type of the information card. The operation method of the knowledge management system described in Crab. 32. An information card access including, as an item, the number of times of access by all employees of the information card as a search screen on the communication terminal for the sales representative when the sales representative acquires the information card from the information management server 19. The display device according to claim 18, further comprising a ranking display screen.
2. The method for operating the knowledge management system according to any one of 1. 33. A communication terminal for a sales representative owned by each sales representative and registering information in the information card, an information card server for storing the information card registered on the communication terminal for sales representative, Obtaining an information card stored in the information card server,
An information management server that accumulates the acquired information card according to a predetermined rule; and an employee terminal that is owned by other employees and that acquires the information card stored in the information management server. Another employee refers to the information card, and inputs a comment on his / her own employee terminal. The input comment information is stored in the information card server in association with the information card. Knowledge management, wherein the comment information is obtained together with the information card according to the rules of the above, and the sales person obtains the comment information together with the information card from the information management server using the sales person communication terminal. system. 34. The operation method of a knowledge management system according to claim 33, wherein the communication terminal for the sales representative acquires an information card of another employee from the information management server. 35. The knowledge management system further includes a groupware server in which supplementary materials provided for each salesperson are registered, and the information management server includes: 35. The knowledge management system according to claim 33, wherein the material is acquired according to a predetermined rule, and the sales representative terminal acquires the material from the information management server. 36. The knowledge management system according to claim 35, wherein the information management server manages the information card acquired from the information card server and the material acquired from the groupware server collectively. 37. The predetermined rules set in advance in the information management server include an information card which the sales headquarters controlling sales activities wants to refer to by other employees without fail and an information card which is recommended to be referred to. The information management server acquires the information card from the information card server and manages the information card. 35. The knowledge management system according to claim 33, wherein the information is classified and hierarchized according to the type and type of the information card. 38. The predetermined rule preset in the information management server further includes an information card title, an information card collection date, a department to which the information card collector belongs, an employee card of the information card collector, And a specific keyword is included as a condition. When the information management server acquires and manages the information card from the information card server, the information card title, collection date, department to which the collector belongs, and employee of the collector 34. Classification according to a code and a specific keyword is performed.
4. The knowledge management system according to item 4. 39. The predetermined rule preset in the information management server further includes a specific keyword as a condition, and the information management server acquires and manages a material from the groupware server. 4. The method according to claim 3, wherein the classification is hierarchically arranged according to a title of the material and a specific keyword included in the material.
5. The knowledge management system according to item 5. 40. A result in which the sales representative reflects his / her own sales activity with reference to the comment information obtained from the information management server, and inputs the result as a new information card on the sales representative communication terminal. The communication terminal for sales representatives transmits the result information to the information management server, and the information management server receives the information card and stores the information card according to the predetermined rule. The described knowledge management system. 41. A method in which the sales representative reflects on his / her own sales activities by referring to the information card of another employee obtained from the information management server, and the new information is displayed on the sales representative communication terminal. When input as a card, the sales representative communication terminal transmits the information card to the information management server, and the information management server receives the information card and stores it according to the predetermined rule. 35. The knowledge management system of claim 34. 42. The knowledge management system according to claim 35, wherein the information management server acquires a material including market analysis data from the groupware server. 43. The knowledge management system according to claim 35, wherein the information management server acquires a material including a business manual from the groupware server. 44. A search condition when the salesperson acquires an information card from the information management server, a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and 47. The knowledge management system according to claim 33, further comprising an employee code of a collector of the information card. 45. The information processing apparatus according to claim 33, wherein the search condition when the sales person acquires the information card from the information management server includes a type of the information card and a type of the information card. Knowledge management system described in Crab. 46. An information card access including, as an item, the number of accesses by all employees of an information card as a search screen on the communication terminal for the sales representative when the sales representative obtains an information card from the information management server. 34. A display device having a ranking display screen.
8. The knowledge management system according to any one of 8. 47. A communication terminal for sales representatives owned by each sales representative and registering information in the information card, and an information card registered on the communication terminal for sales representative is acquired and managed according to a predetermined rule. Information card server, and an employee terminal which is owned by another employee and obtains the information card stored in the information card server. Other employees refer to the information card obtained from the employee terminal and comment on the information card. On the employee's terminal, and the information card server stores the input comment information in association with the information card and manages the comment information according to the predetermined rule. A knowledge management system, wherein the comment information is obtained from the information card server together with the information card using a communication terminal. 48. The operation method of the knowledge management system according to claim 47, wherein the communication terminal for a sales representative acquires an information card of another employee from the information card server. 49. The knowledge management system further includes a groupware server in which supplementary materials to be provided to each salesperson are registered, wherein the groupware server is configured in accordance with the predetermined rule. 49. The knowledge management system according to claim 47, wherein the knowledge management system manages materials. 50. The predetermined rule set in advance in the information card server includes an information card which the sales headquarters controlling the sales activity wants other employees to refer to by all means, and an information card which is recommended to be referred to. The information card type distinguished by the information card type and the information card type distinguished by the nature of the information content of the information card are included as conditions, and the information card server classifies the information cards according to the type and type of the information card. 49. The management according to claim 47 or 48, wherein
The described knowledge management system. 51. The predetermined rule preset in the information management server further includes an information card title, an information card collection date, a department to which the information card collector belongs, an employee card of the information card collector, And, a specific keyword is included as a condition. The information card server classifies and classifies the information card according to the title of the information card, collection date, department to which the collector belongs, employee code of the collector, and the specific keyword. 49. The knowledge management system according to claim 47 or 48, wherein the knowledge management is performed. 52. The predetermined rule preset in the groupware server further includes a specific keyword as a condition, wherein the groupware server acquires a material from the groupware server. 50. The knowledge management system according to claim 49, wherein when storing, the materials are classified and hierarchized according to a specific keyword included in the materials. 53. A method in which the sales representative reflects on his / her own sales activities with reference to the information card of another employee acquired from the information card server, and the new information is displayed on the sales representative communication terminal. When input as a card, the sales representative communication terminal transmits the information card to the information card server, and the information card server receives the information card and stores it according to the predetermined rule. 49. The knowledge management system according to claim 48. 54. The knowledge management system according to claim 49, wherein said groupware server includes market analysis data as data to be registered. 55. The knowledge management system according to claim 49, wherein the groupware server includes a business manual as a registered material. 56. A search condition when the sales person acquires an information card from the information management server, a registration date of a desired information card, a branch (business establishment) code of a collector of the information card, and 56. The knowledge management system according to claim 47, further comprising an employee code of a collector of the information card. 57. The information processing apparatus according to claim 47, wherein the search condition when the sales person acquires the information card from the information management server includes a type of the information card and a type of the information card. Knowledge management system described in Crab. 58. An information card access including, as an item, the number of times of access by all employees of the information card as a search screen on the communication terminal for the sales representative when the sales representative obtains the information card from the information management server. 47. A display device having a ranking display screen.
7. The knowledge management system according to any one of 7.