JP2002215866A - Management analysis system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a management analysis system which enables a diversified analysis of management to be made by integrating data of accounts processing and business data. SOLUTION: A management analysis center 200 takes in accounts data 410 from accounts processing system 400 through a network 300 and the business data 510 from a sales management and processing system 500 and, from the accounts data 410 and the business data 510, sets up a database 211 for management analysis. A manager 100 accesses the management analysis center 200 by an analysis terminal 110 through the network 300 and retrieves the database 211 for management analysis using desired retrieval conditions as instruction information 120, receives data of retrieval results through the network and implements the management analysis in his desired manner.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

The present invention relates to the Internet,
The present invention relates to a system for diversifying business analysis of a company or the like using a network such as a general public line.

[0002]

2. Description of the Related Art Conventionally, as such business analysis of a company or the like, business analysis mainly on accounting data has been performed. Such business analysis is performed by using an accounting system introduced for accounting and referring to a standard report output by the accounting system. In such a business analysis, accounting and business data are individually analyzed.

[0003]

However, in such business analysis, a standard report of an accounting system is used, and the standard report is output at regular intervals. However, there is a problem that a required fixed report cannot be obtained.

In addition, for various business analyses, it is necessary to re-input the output data of the standardized report as, for example, software data such as spreadsheet software. Therefore, the data input operation becomes complicated, and secondary processing of the data such as creation of a table, a graph, or the like based on the data is required.

[0005] Further, for example, in order to analyze purchasing, sales, and inventory for each department, each product category, or each business partner, the sales management system of the company or the like that holds these data needs It is necessary to capture important data. In this way, in order to perform management analysis from various viewpoints, the work of acquiring data becomes complicated and time-consuming. There was a problem that caused trouble.

On the other hand, for example, Japanese Unexamined Patent Publication No.
No. 1230, JP-A-11-120232 and JP-A-200
Various systems and devices according to 0-215158 are known.

However, Japanese Patent Application Laid-Open No. 06-131230 discloses
The database information duplication processing device disclosed in the above issue separates the business analysis database and extracts necessary data when necessary, but only separates the business analysis database into another device. It does not build a database suitable for data search and analysis.

[0008] The integrated accounting processing analysis apparatus disclosed in Japanese Patent Application Laid-Open No. H11-120232 is a system that can consistently perform from journalizing to auditing. In particular, it does not conduct diversified business analysis from various perspectives.

Further, the accounting service support system disclosed in Japanese Patent Application Laid-Open No. 2000-215158 simply performs the accounting service processing on a center machine.
Independently conducting business analysis based on data, for example,
It does not support management decision-making.

SUMMARY OF THE INVENTION The present invention has been made to solve the above-mentioned problem. The present invention relates to a management analysis system which integrates accounting processing data and business data, thereby enabling a diversified management analysis. For the purpose of providing.

[0011]

In order to achieve this object, a business analysis system according to claim 1 of the present invention provides a business analysis system in which a management person accesses a business analysis center connected to a network by an analysis terminal. A management analysis system for acquiring management analysis data of a company or the like to which a manager belongs, wherein the management analysis center fetches various data necessary for management analysis from a plurality of databases related to the company and the like, and performs management analysis. A data generation unit for constructing a business database, an analysis data storage unit for registering a business analysis database constructed by the data generation unit, and a business analysis database registered in the analysis data storage unit. Based on the instruction information sent from the analysis terminal of the person in charge via the network, A data management unit for searching and reading data necessary for business analysis, and transmitting the data to an analysis terminal via a network, wherein the analysis terminal is instructed based on search conditions input by management personnel. Information is created and transmitted to the business analysis center via the network, and business analysis is performed based on search result data sent from the business analysis center via the network.

When the management analysis system is configured as described above, the management terminal inputs search conditions for the management analysis at the analysis terminal, and the analysis terminal creates instruction information and performs the management analysis via the network. Send to the center. In response to this, the business analysis center searches the management analysis database registered in the analysis data storage based on the instruction information from the analysis terminal of the management staff, and the The data is read out and transmitted to the analysis terminal via the network.

Thus, the analysis terminal performs the business analysis based on the search result data sent from the business analysis center via the network, and analyzes the analysis result.
For example, an image such as a table or a graph is displayed on the display unit of the analysis terminal.

Therefore, according to the present invention, the manager can access the management analysis center via the network to obtain the data necessary for the management analysis of the company to which the manager belongs, as well as the instruction information. Based on the data necessary for business analysis from various perspectives, various business analysis can be performed.

[0015] In this way, the manager can access the management analysis center via the network to obtain the data necessary for the management analysis wherever he is, as long as there are network connection points. In addition to making business decisions, management decisions can be made promptly with reference to multi-faceted business analysis.

In a second aspect of the present invention, the data analysis unit constructs a business analysis database after performing a data sharing process for each data taken from a plurality of databases. If the management analysis system is configured as described above, each data taken from multiple databases can be combined into a single database by unifying expressions, unifying units, converting kanji codes, etc. The data will be suitable and available for business analysis.

According to a third aspect of the present invention, in the management analysis system, when the data generation unit constructs a management analysis database, it takes in predetermined data from a database of an accounting system for the company or the like. According to a fourth aspect of the present invention, there is provided the business analysis system, wherein the predetermined data taken from the database of the accounting system is journal detail data.

When the management analysis system is configured as described above, the central accounting data required for the management analysis is taken in from the accounting system, and it is necessary to re-input these accounting data in the management analysis system. Therefore, complicated work of re-input can be omitted, and an error in data input due to re-input can be avoided.

According to a fifth aspect of the present invention, in the business analysis system, when the data generation unit constructs the business analysis database, it takes in predetermined data from a database of the sales management processing system relating to the company or the like. According to a sixth aspect of the present invention, in the business analysis system, the predetermined data taken from the database of the sales management processing system is sales transaction details data.

When the business analysis system is configured as described above, peripheral business data necessary for business analysis is fetched from the sales management processing system. Therefore, it is necessary to re-input these business data in the business analysis system. In addition, the complicated work of re-input can be omitted, and an error in data input due to re-input can be avoided.

According to a seventh aspect of the present invention, in the business analysis system, the data management unit manages each data of each data in the business analysis database and manages a method of extracting data from the business analysis database. There is a configuration to do. When the management analysis system is configured as described above, the data management unit manages, for example, for each data, information that is a source of analysis, such as the source of data and details of items, and extracts and converts data. By managing the processing method, the management analysis database generated for the management analysis can be easily maintained.

In the management analysis system according to the present invention, the analysis data storage unit arranges other data which is to be an aspect of data analysis around the accounting processing data, and stores the accounting processing data in another area. By associating with data, it is configured to construct a business analysis database. When the management analysis system is configured as described above, when the data management unit searches for data from the management analysis database registered in the analysis data storage unit based on the instruction information from the analysis terminal, the data management unit associates them. , Data to be searched can be quickly searched.

[0023]

Embodiments of the present invention will be described below with reference to the drawings. The processing in the information management device of the management analysis center in the following embodiment is executed by a computer controlled by a program.
As the recording medium, for example, a magnetic disk, a semiconductor memory, or any other computer-readable medium can be used. In addition, the program recorded on the recording medium may be loaded into the computer by directly loading the recording medium into the computer, or may be loaded into the computer via a network.

A first embodiment of the business analysis system of the present invention will be described with reference to FIGS. FIG.
It is a block diagram showing composition of a management analysis system of this embodiment.

As shown in FIG. 1, the management analysis system 10
Is a management person 100, a business analysis center 200,
And a network 300. In FIG. 1, only one manager 100 is illustrated, but the number is not limited to one.

The network 300 has a so-called premises L
Although it is a private network in a company such as an AN, it may be a network such as the Internet, a general public line network, or a dedicated line network, and provides, for example, an Internet connection service.

The management person 100 is the management analysis center 2
The manager of the company who wants to receive the business analysis by 00 is able to access the business analysis center 200 via the network 300 and log in to the server of the business analysis center 200. Here, management person 1
“00” includes not only a direct manager in charge of the company but also an organization such as a management consultant or an individual who has commissioned management from the company.

Incidentally, as shown in FIG.
0, a personal computer, a mobile phone, various information terminal devices including a PHS, etc. can be used as the analysis terminal 110 for accessing the business analysis center 200. The analysis terminal 110 is used for the business analysis. Each item can be entered.

Further, the management person 100 reports and registers user information (name, affiliation, contact information, etc.) in advance in order to access the management analysis center 200,
It has an identification code and a password that can uniquely identify the manager 100.

Thus, when the manager 100 transmits the identification code and the password via the network 300 when connecting to the server of the management analysis center 200, the management analysis center 200 transmits the identification code and the password. , The management person 100 is specified and authenticated, and the management person 100 is allowed to log in to the server of the management analysis center 200.

The analysis terminal 110 is used by the management person 100
Enters the search conditions necessary for business analysis (hereinafter referred to as search conditions), based on these search conditions,
For example, a structured inquiry language is generated, and as the instruction information 120, the management analysis center 2 via the network 300.
Send to 00.

The analysis terminal 110 performs management analysis based on search result data sent from the management analysis center 200 via the network 300.
For example, it is generated as a multidimensional table. Then, based on the above-described multidimensional table, the analysis terminal 110 displays a business analysis result on a display unit in various items, that is, various cuts, for example, in a table, a graph, or the like.

As shown in FIG. 2, the management analysis center 200 is operated by a company to which the manager 100 belongs (or a company entrusted by the company). It is composed of a server as an information management device provided in the company, and has a data generation unit 210, an analysis data storage unit 220, and a data management unit 230 as shown in FIG. .

The data generation unit 210 is connected to the network 300, and is connected to an accounting system 400 for performing accounting for the company and a sales management system 500 for performing sales management for the company.

Here, the data generation unit 210, for example,
For each monthly settlement, the accounting processing data 410, for example, the information of the journal detail data 411 and the account item 412 is taken in from the accounting processing system 400, and the business data 510, for example, the department data 511, and the product data from the sales management processing system 500. 512, customer data 513, accounting date 514, company information 515, etc. are taken in.

Further, the data generation unit 210 performs a data sharing process on each information (data) thus taken in. This data sharing process is, for example,
Unification of expressions, unification of units, conversion of kanji codes, etc.
Thereby, each data is prepared as data suitable for constituting one database (database for business analysis described later) and usable for business analysis.

The data generation unit 210 constructs the management analysis database 211 based on the data subjected to the data sharing process in this manner, and
Register to 0.

The analysis data storage unit 220 includes, for example,
It is composed of a storage device provided in the server, and a management analysis database 211 from the data generation unit 210.
Is registered.

As shown in FIG. 3, the business analysis database 211 is arranged with a monthly tallying statement 411, which is raw accounting data of accounting data, among the data to be analyzed. At the same time, an account 412 and other business data, that is, department information 511, product information 512, supplier information 513, accounting date 514, and company information 515 are arranged around it. The central monthly tally 411 is associated with the surrounding data by using a common index. As a result, management personnel 1
The data to be searched can be easily searched from the management analysis database 211 based on the instruction information 120 from the analysis terminal 110 at 00.

The data management section 230 stores the management analysis database 211 registered in the analysis data storage section 220.
For each piece of data, it manages information that is a source of analysis, such as the source of data and details of items, and also manages processing methods related to data extraction and conversion.

The data management unit 230 stores a data structure such as a table name, an item name, and a data type of data to be analyzed, a time when data extraction and integration are performed, and change information performed at that time. Manage. Thereby, the management analysis database 211 registered in the analysis data storage unit 220 can be easily maintained.

Further, the data management unit 230 is connected to the analysis terminal 1 of the manager 100 via the network 300.
10, the management analysis database 211 registered in the analysis data storage unit 220 based on the search condition specified by the instruction information 120.
Is retrieved, and the data of the retrieval result is read from the business analysis database 211. Then, the data management unit 230 transfers the read search result data to the analysis terminal 11 of the manager 100 via the network 300.
Send to 0.

Next, the management analysis system 10 of the present embodiment
Will be described with reference to FIGS. The business analysis system is used in each step of a business analysis database registration work shown in FIG. 4 and a business analysis data search work shown in FIG.

First, the operation of registering the management analysis database will be described with reference to FIG. In FIG. 4, the data generation unit 210 of the management analysis center 200 has a reference
As shown by, by accessing the accounting processing system 400 that performs the accounting processing of the company via the network 300, as shown by reference numeral A2, the accounting processing data 410, that is, the journal detail data 411 And information of the account 412.

Next, as indicated by reference numeral A3, the data generation unit 210 accesses the sales management processing system 500 for performing the sales management processing of the company via the network 300, thereby obtaining the data as indicated by reference numeral A4. From the sales management processing system 500, business data, that is, information such as organization information 511, product information 512, supplier information 513, accounting date 514, company information 515, etc., is fetched.

Subsequently, the data generation unit 210 checks the code A5
As shown by, data commonalization processing is performed on each piece of information (data) thus taken in, for example, unification of expressions, unification of units, conversion of kanji codes, and the like.
The various conversion operations in this data sharing process are as follows:
It is managed by the data management unit 230.

As a result, each data is prepared as data suitable for construction of a business analysis database and which can be used for business analysis, or can withstand business analysis.

Then, the data generation section 210 generates a code A6
As shown by, the management analysis database 211 is constructed from the data subjected to the data sharing process in this way. At this time, as shown in FIG. 3, the data generation unit 210 generates a monthly totaling statement 411 that is raw accounting data of the accounting processing data 410 among the data to be analyzed.
With the account 412 around it.
And other business data, that is, department data 511, product data 512, supplier data 513, accounting date 514, and company information 515, and further, the monthly totalization statement 411 has a common index with other surrounding data. By doing so, the management analysis database 211 is constructed in association.

Thus, based on the designation information 120 from the analysis terminal 110, when the data management unit 230 searches for the data in the business analysis database 211, the data to be searched using the index is used. You can search quickly.

Further, the data generation unit 210 generates a code A7
As shown by, the management analysis database 211 is registered in the analysis data storage unit 220. Thus, the registration of the management analysis database 211 is completed.

The management analysis database 211
Is registered every month of the accounting processing system 400 and the sales management processing system 500, that is, every month of the company. As a result, the management analysis database 211 is updated every month, and the latest database 211 is always registered.

Next, a data search operation for business analysis will be described with reference to FIG. In FIG. 5, the management person 100 connects to the server of the management analysis center 200 via the network 300 by the analysis terminal 110, transmits the identification code and the password, and
As shown by 1, the management analysis center 200 is accessed.

Thereafter, the management person 100 inputs search conditions for business analysis at the analysis terminal 110, as indicated by reference numeral B2. As a result, the analysis terminal 110 generates, for example, a structured query language based on the search condition, as indicated by reference numeral B3, thereby generating the instruction information 12.
0, and as shown by the symbol B4, the network 30
0, the instruction information 120 is transferred to the management analysis center 2
Send to 00.

In response to this, the data management unit 230 of the management analysis center 200 receives the instruction information 120 sent from the analysis terminal 110 of the management person 100 via the network 300 as indicated by reference numeral B5. The management analysis database 21 registered in the analysis data storage unit 220 based on the search condition specified by the instruction information 120.
The data of No. 1 is searched, and the data of the search result is read out from the management analysis database 211 as indicated by reference numeral B6. Then, as indicated by reference numeral B7, the data management unit 230 stores the read search result data in the network 3
00 to the analysis terminal 110 of the manager 100.

As a result, the analysis terminal 110 receives the search result data transmitted from the data management unit 230 of the business analysis center 200 via the network 300 and, based on the search result data, generates a code B8. As shown by, a business analysis is performed, for example, a multidimensional table is generated.

Then, as indicated by reference numeral B9, the analysis terminal 110 converts the multidimensional table into, for example, a table, A graph or the like is generated, and the results of the business analysis are displayed on a screen of the display unit. In addition, the business analysis result is displayed on the display unit of the analysis terminal 110 on the screen,
Alternatively, instead of being displayed on the screen, printing may be performed by a printing device, or may be displayed on the display unit of the analysis terminal 110 of another management person via the network 300.

As described above, the management person 100 reads the data for business analysis corresponding to the desired search condition from the business analysis database 211 registered in the analysis data storage unit 220 of the business analysis center 200. It is obtained by searching and reading, and the desired cut, for example, by changing the axis of analysis appropriately, or by digging down the hierarchy, etc., purchases and sells, for example, by section, by product category, or by customer. And inventory analysis, and a diversified business analysis.

Referring to such a diversified management analysis, the manager 100 can make a decision on management promptly, so that a sound management responding quickly to various changes in the situation. Can be performed. In this case, the analysis data storage unit 220 of the business analysis center 200
Is constantly updated to the latest data by being registered for each monthly settlement, so that the management person 100
By accessing the business analysis center 200 at 0, the management person 100 can always obtain the latest data required for business analysis by the analysis terminal 110.

Further, the management person 100 can use the local branch or factory in the company if the local network as the network 300 is laid.
You can conduct business analysis at any time.

In the above-described search operation, the analysis terminal 110 first accesses the management analysis center 200 as indicated by reference numeral B1, but is not limited to this, and transmits the instruction information 120. It is clear that the management analysis center 200 may be accessed at some times. Further, when the analysis terminal 110 is constantly connected to the network 300, the analysis terminal 110 is connected to the network 300 when the analysis terminal 110 first starts up. The connection work to the network 300 becomes unnecessary.

In the above-described embodiment, the network 300 is configured as a private network, but is not limited thereto, and may be a network such as the Internet, a general public network, or a dedicated network. In this case, the management person 100 performs the business analysis anytime and anywhere as long as it can be connected to various networks by using various terminal devices installed at the business trip destination as the analysis terminal 110 even on a business trip or the like. It is possible to make faster management decisions.

Further, in the above-described embodiment, for example, a personal computer is used as the analysis terminal 110 used by the manager 100. However, the present invention is not limited to this. It is obvious that a portable telephone, a small portable terminal capable of packet communication using a normal portable telephone or PHS, or a dedicated portable terminal device may be used. In this case, even when traveling on a business trip or the like, the management staff 100 can perform management analysis anytime and anywhere by using various mobile terminals within the service area of these mobile terminals. It is possible to make faster management decisions.

Further, in the above-described embodiment, the case where the business analysis of the company is performed has been described. However, the present invention is not limited to this case. It is clear that can be applied. Further, even when the management person is in charge of management of a plurality of companies, the management analysis of each company can be easily performed by performing the management analysis via the network.

[0064]

As described above, according to the present invention, the manager can access the management analysis center via the network to obtain the data necessary for the management analysis of the company to which the manager belongs. In addition to the above, it is possible to perform a diversified business analysis based on data necessary for a business analysis of various aspects based on instruction information. In this way, by accessing the business analysis center via the network, the management staff can obtain the data necessary for business analysis regardless of where the network is connected, By referring to multi-faceted business analysis, management decisions can be made quickly.

[Brief description of the drawings]

FIG. 1 is a block diagram showing a schematic configuration of an embodiment of a business analysis system according to the present invention.

FIG. 2 is a block diagram showing a configuration of a management analysis center in the management analysis system of FIG.

FIG. 3 is a block diagram showing an example of a structure of a business analysis database registered in an analysis data storage unit of the business analysis center of FIG. 2;

FIG. 4 is a flowchart showing a registration operation of a business analysis database in the business analysis system of FIG. 1;

FIG. 5 is a flowchart showing a data search operation for business analysis in the business analysis system of FIG. 1;

[Explanation of symbols]

 10 Management Analysis System 100 Management Personnel 110 Analysis Terminal 120 Instruction Information 200 Management Analysis Center 210 Data Generation Unit 211 Management Analysis Database 220 Analysis Data Storage Unit 230 Data Management Unit 300 Network 400 Accounting Processing System 411 Journal Detail Data 412 Account 500 Sales management processing system 511 Department data 512 Product data 513 Customer data 514 Fiscal year 515 Company information

Claims (8)

[Claims] 1. A management person accesses a management analysis center connected by a network through an analysis terminal to acquire management analysis data of a company to which the management person belongs.
A management analysis system, wherein the management analysis center fetches various data necessary for business analysis from a plurality of databases relating to the company, etc., and constructs a business analysis database; An analysis data storage unit for registering the constructed business analysis database, and a management analysis database registered in the analysis data storage unit, and instructions sent from an analysis terminal of a management person via a network. A data management unit that retrieves and reads data necessary for business analysis from the business analysis database based on the information, and transmits the data to an analysis terminal via a network. Creates instruction information based on the input search conditions and sends it to the business analysis center via a network. Management analysis system with, based from the management analysis Center data is come search results sent over the network, and performing management analysis to send to. 2. The method according to claim 1, wherein the data generation unit performs:
2. The management analysis system according to claim 1, wherein a management analysis database is constructed after performing the data sharing process. 3. The management system according to claim 1, wherein the data generation unit, when constructing a business analysis database, takes in predetermined data from a database of an accounting processing system relating to the company or the like. Analysis system. 4. The management analysis system according to claim 3, wherein the predetermined data taken from the database of the accounting system is journal detail data. 5. The data generating unit according to claim 1, wherein, when constructing a business analysis database, predetermined data is taken from a database of a sales management processing system relating to the company or the like. Management analysis system. 6. The business analysis system according to claim 5, wherein the predetermined data taken from the database of the sales management processing system is sales transaction statement data. 7. The data management unit manages individual data for each data of the business analysis database, and manages a method of extracting data from the business analysis database. 7. The management analysis system according to any one of 1 to 6. 8. The business analysis system according to claim 1, wherein the analysis data storage unit arranges other data to be an aspect of data analysis around the accounting processing data and associates the accounting processing data with the other data. The business analysis system according to any one of claims 1 to 7, wherein a business database is constructed.