JP2004030333A - Rotational integrated business management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To allow a user to utilize useful information among a large amount of input information and to effectively utilize experience information and information about business. <P>SOLUTION: A rotational integrated business management system is provided with an information processing means 4 for analyzing basic management information and obtaining value added information, a business managing means 5 for performing business management on the basis of the value added information obtained from the information processing means, and a monitoring means 6 for monitoring the business managing means 5. The monitoring means 6 feedbacks the quality decision of management criteria of business management as monitoring results to the business managing means 5. The business managing means 5 changes management criteria on the basis of the feedbacked decision results, and the information processing means 4 feedbacks management results caused by the business management as value added information to be circulated. <P>COPYRIGHT: (C)2004,JPO

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a business management system, and to management of business information in business management.
[0002]
[Prior art]
In the business management, various management operations are performed such as daily business management, setting of a target plan, execution of the set plan, and personnel management and education.
[0003]
Normally, these management tasks are performed for each department, and conventionally, information transmission between these departments is mainly performed by documents. In the case of documents, rapid information transmission cannot be expected, so recently, e-mails and the like have been used using on-premises wiring.
[0004]
In addition, common information may be stored in a database and configured so that a person in charge can freely refer to it at his / her own discretion, which may be useful for business management.
[0005]
[Problems to be solved by the invention]
Generally, the purpose of business management is to improve profits by improving sales and reducing costs. This requires not only that information be transmitted quickly, but also that the transmitted information be valid.
[0006]
Although the transmission of information using e-mail etc. can be improved in terms of speed, the information to be transmitted depends on the information provider and the information input person, so there are various stages of effectiveness. It is not necessarily valid information. Information provided by various sources includes information of various levels in terms of necessity and importance, and since the necessity and importance are different for users, various levels of information are provided. Extracting useful information from a large amount of information requires a lot of time and effort.
[0007]
As in the past, miscellaneous information is transmitted in terms of necessity and importance, so it can not be said that the information is always used effectively, and in the use of information, wasted time sorting information. There is a problem that it costs.
[0008]
Generally, the flow of information is one-way, and information obtained through experiences such as information utilization is discarded without being accumulated. Experience information may be useful for business improvement and business management, but there is a problem in the past that this valuable experience information is wasted and is not effectively used.
[0009]
SUMMARY OF THE INVENTION The present invention has been made to solve the above problems and aims to effectively use information related to management. In particular, it is possible to use useful information for a large amount of input information for a user, The purpose is also to make effective use of.
[0010]
[Means for Solving the Problems]
The present invention makes it possible to use information useful to each user for a large amount of input information by making information relating to management into value-added information useful to the user. Further, the experience information obtained by the business management using the added value information is fed back and accumulated as the added value information, thereby circulating the information while increasing the added value of the information.
[0011]
FIG. 1 is a schematic diagram for explaining the flow of information and the business cycle in the cycle-type integrated business management system of the present invention.
[0012]
This recycling-type integrated business management system inputs information, accumulates information with added value (value-added information), and makes judgments and decisions related to management using the added-value information. It has a part to perform business management and a part to monitor the business management part.
[0013]
The value-added information is selected from a wide variety of input information to be useful information for management, and can be obtained by performing analysis using the additional information given from various viewpoints.
[0014]
The management means uses the value-added information to determine, for example, model development, sales strategy, and the like, make a policy decision, and make a decision, and perform business management based on the decision / decision. In business management, management standards (standard numerical values) are set based on policies.
[0015]
The monitoring part monitors the business management means by comparing the management standard with the performance to improve the business process, and improves the management function in the business management part by changing the management standard. The improvement in the management function of the business management part appears as performance information such as sales and cost reduction.
[0016]
In reviewing the business process, system development is conducted by instructing business process improvement based on warnings from monitoring results, planning improvement plans and calculating the effects, and performing business improvement. Implement improvements, confirm their effects, and change management standards. The effect of this improvement is fed back as experience information and accumulated in value-added information.
[0017]
Information obtained by the management of the management means is also fed back as performance information or external evaluation and accumulated in value-added information. The external evaluation is fed back, for example, as information disclosed in information disclosure or the like, or as the reliability of a company formed in business activities.
[0018]
As described above, in the cyclical integrated business management system of the present invention, after the input information is added value information, the business management is performed based on the added value information, and the experience information, the result information, and the like obtained by the business management are obtained. Information is circulated by being fed back as value-added information in the form of external evaluation formed by business activities. In addition, management standards in business management are changed during this cycle, and the management ability of business management is improved.
[0019]
The above-mentioned circulating integrated business management system of the present invention can be embodied by the following configuration.
[0020]
The circulating integrated business management system of the present invention performs business management by analyzing information on basic business information and obtaining value-added information, and forming a management standard based on the value-added information obtained from the information processing means. The system includes a business management means and a monitoring means for monitoring business management by the business management means. The monitoring means feeds back the quality judgment of the management standard of the business management to the business management means as a monitoring result based on the performance information, and the business management means changes the management standard based on the fed back quality judgment result, and The processing means feeds back the management result by the business management means as value-added information. Information related to management circulates between these components, and added value is increased during this circulation.
[0021]
Business management by business management means includes plan management and business management. The plan management includes creation of a plan based on value-added information and a change of the plan based on the monitoring result of the monitoring means, and the business management includes management of management based on the plan.
[0022]
Further, the basic management information includes market information and performance information including sales information. Further, the management standard includes a reference value for each business, and a target value for business performance and business performance. As the reference value, the number of hours and the number of steps required for each task in a conventional task or a new task defined in a task plan are determined based on similar task results in the past. As the target value, a target number of hours and a target number of processes in the business are determined based on the business plan, and a target value in sales (for example, the number of units produced, the number of units sold, the number of units sold, etc.) is determined.
[0023]
Therefore, the result information is fed back to the information processing means as value-added information, and information circulation is performed.
[0024]
In the business management means provided in the cyclical integrated business management system of the present invention, the plan management performed by the business management means performs a development plan related to the development of a product device model, a sales plan of the product device, and a production plan of the product device. The business management performed by the business management means manages at least one of the plan managements as a target plan.
[0025]
In the cyclical integrated business management system of the present invention, the monitoring means compares a target plan including at least one of the respective plan managements with the actual information, and judges the quality of the management standard of the business management means based on the comparison.
[0026]
In addition, the monitoring means compares the business results of various operations performed by the business management means with the reference values to determine whether the reference values in the business process are good or bad, and compares the business results and operating results with the target values to improve management. The quality of the target value is determined.
[0027]
This pass / fail judgment indicates the direction of the guideline with respect to the plan change, for example, the direction of expanding the plan, improving the plan, or developing a new plan.
[0028]
The monitoring means feeds back the monitoring result to the management means based on one pass / fail judgment result or a plurality of pass / fail judgment results.
[0029]
The information processing means of the cyclical integrated management system of the present invention is characterized by performing additional information on basic management information from a plurality of viewpoints to characterize the information, and performing information analysis based on the added additional information. Means, an information storage means for temporarily recording analysis results and performance information as value-added information, and a delivery means for delivering value-added information.
[0030]
The value-added information is characterized by adding additional information from at least one viewpoint to the basic management information and the feedback information. The viewpoint includes at least one of the category to which the information belongs, the type of information, and the importance of the information, and these include further subdivided viewpoints.
[0031]
The data structure recorded by the information storage means includes a data area for storing value-added information, and at least one flag area corresponding to each viewpoint or a combination of each viewpoint. The analysis means includes a flag area in the flag area of the information storage means. By adding data, value-added information is formed.
[0032]
The value-added information recorded by the information storage means can search for predetermined value-added information using the additional information given to the viewpoint. Also, by adding time information as additional information, automatic deletion or automatic extraction can be performed.
[0033]
The distribution means sorts the information according to a combination of the additional information added to the value-added information, and distributes the information according to a distribution destination and a distribution procedure set according to the classification. In the distribution procedure, a plurality of distribution destinations are hierarchized, and simultaneous distribution is performed to distribution destinations higher than the selected hierarchy, or distribution is sequentially performed from a lower hierarchy to an upper hierarchy or from an upper hierarchy to a lower hierarchy.
[0034]
The recycling-type integrated business management system of the present invention further includes a history recording unit that records the selected information as history information. The selection information recorded in the history recording means can be information relating to business management formed by the business management means or value-added information selected from the distribution data. The selection of the distribution data can be made based on whether or not the distribution destination attaches the flag data to the flag area provided in the distribution data.
[0035]
The cyclical integrated business management system of the present invention includes personnel evaluation means. The personnel evaluation means sets the business management plan of the business management means and the result information of this plan as an individual or a group. Is compared for each individual or group, and the degree of contribution to the plan for each individual and / or group is evaluated. The evaluation result obtained by the personnel evaluation means can be fed back to the information processing means and accumulated as added value information.
[0036]
BEST MODE FOR CARRYING OUT THE INVENTION
Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.
[0037]
Hereinafter, a schematic configuration of the cyclical integrated business management system of the present invention will be described with reference to FIGS. 2 and 3, and additional value information by adding additional information of the present invention will be described with reference to FIGS. The automatic distribution using the additional information of the present invention will be described with reference to FIG. 10, the monitoring process according to the present invention will be described with reference to FIGS. 11 to 15, and the personnel evaluation according to the present invention will be described with reference to FIGS. The search and automatic deletion according to the present invention will be described with reference to FIG.
[0038]
First, the schematic configuration of the cyclical integrated management system of the present invention will be described with reference to the block diagram of FIG. In FIG. 2, the recycling-type integrated business management system 1 includes an input unit 2, an information processing unit 4, a business management unit 5, a monitoring unit 6, a personnel evaluation unit 7, a core system 8, and an educational utilization unit 9. And an effect checking unit 10. The processing means 3 may be provided between the input means 2 and the information processing means 4 in some cases.
[0039]
The circulating integrated management system 1 forms value-added information effective for management based on basic management information and performance information, automatically distributes this value-added information, and manages and monitors the business using the added-value information. Is performed, and the obtained experience information is fed back to add value information. The performance information mainly includes business performance related to internal business and business performance obtained as a result of business activities.
[0040]
In the configuration of FIG. 2, the input means 2 includes an input means (2a, 2b, 2c) for inputting basic management information, an input means 2d for inputting external evaluation, and an input means for inputting business performance. The means may be a terminal device or a scanner device. The terminal device can be configured to be connected to a network in addition to a mode in which the terminal device is independently installed, and can input information from a key operation or various recording media, or can input information via a network. .
[0041]
The basic management information includes, for example, information obtained from outside the general public in the form of a report or a communication form, information obtained from inside the management in the form of a draft decision or application form, and expense / payment information. Information input in the form of a report or a communication includes, for example, management information, trouble information, complaint information, market information, personnel information, application information to the outside, and the like. Information input in the form of a request for approval or an application includes, for example, information relating to a request for approval and information relating to various internal applications.
[0042]
These pieces of information are input by the input means 2a, 2b, 2c. The form of the information may be text data or image data. Means for inputting written information include, for example, key input or reading by a scanner device. When the data is read by the scanner device, the data may be converted into character data or may be in a PDF format.
[0043]
Note that, after inputting the approval request or the application form by the input means 2b, the approval request processing means 3a performs an authentication operation of the document by the approver or the approver, and then inputs the information processing means 4. After the expense / payment is input by the input unit 2c, the expense / payment processing unit 3b may perform an authentication operation by an approver or an approver. Further, after being authenticated by the authentication means 3b, the information is input to the sales / accounting server 3c together with order information and accounting information described later, and then is input to the information processing means 4.
[0044]
Among the performance information, the business performance information includes, for example, order information, purchase payment information, accounting information such as settlement information, business performance information such as sales information and expected sales information, and external evaluation information. Can be. As the work result information, there is progress information such as actual working hours and processes representing the results of each person in charge and the various works of the project.
[0045]
These pieces of information can be input online from a person in charge or a project via a network, in addition to key operations or inputting information from various recording media.
[0046]
Here, production information and inventory information. Basic information essential for business management, such as quote information, order information, sales information, accounting information, purchase payment information, and expected sales information, is managed by the core system 8.
[0047]
FIG. 3 is a block diagram for explaining the outline of the core system. In FIG. 3, the core system 8 includes, for example, a system group such as a production system 8a, a sales system 8b, and an accounting system 8c. It should be noted that the system group constituting the core system is not limited to each of the above-described systems, but can be configured in any system form according to the business form.
[0048]
The production system 8a is a system that performs production management and inventory management, and production data and inventory data are input from the production inventory input means 8d. The sales system 8b is a system that manages estimates, orders, sales, sales, and the like, and each data is input from, for example, the estimated orders input means 8e or the sales input means 8f. In this sales system 8b, sales results 8b1g are accumulated. The accounting system 8c is a system for performing accounting management, and accounting data is input from the accounting input means 8g. As accounting data, internal expense and settlement data may be input from the input unit 2c, and may be input from the automatic distribution unit 4h of the information processing unit 4 after passing through the expense settlement unit 3b.
[0049]
Further, the external evaluation information is input to the information processing unit 4 after being input to the external evaluation input unit 2d. The external evaluation information includes the information provided by the company to the outside through IR and PR, as well as the evaluation of the corporate image formed by the disclosure of information and various activities by the company. You may. Note that the above-described basic management information and performance information are merely examples, and the types and classifications of the information are not limited to those illustrated, and may be arbitrary.
[0050]
Further, processing means 3 such as a request for approval processing means 3a and an expense / payment processing means 3b can be provided as needed, and each of the input means 2b to 2e can be processed by the information processing means 4 without passing through the processing means 3. May be directly input.
[0051]
The information processing means 4 includes additional information providing means 4a, 4b, 4c, an analyzing means 4d, and an information storing means 4e, and can further include a searching means 4f and an automatic erasing means 4g. Hereinafter, a description will be given using a block diagram for explaining the flow of information in the information processing means in FIG. 4 together with FIG.
[0052]
The additional information adding units 4a, 4b, and 4c are units that add additional information from various viewpoints for characterizing input information. This viewpoint can be arbitrarily set as long as it represents a feature of the information. For example, the viewpoint TA of the information category relating to the field to which the information belongs, the viewpoint TB of the type of information, the viewpoint TC of the urgency, the viewpoint TD of the affiliation of the decision authority, the viewpoint TE of the route on which the information travels for approval, and the information There is a viewpoint of job authority TF indicating the required job.
[0053]
Examples of the additional information given from the viewpoint TA of the information category include sales information TA1, complaint information TA2, market information TA3, and personnel information TA4 of other companies. Include, for example, a report TB1, a contact TB2, a consultation TB3, a bulletin TB4, a request TB5, and the like. The additional information given in the viewpoint TD relating to the affiliation of the decision authority includes, for example, the job type having the decision authority and the name of the authorized person (TD1 to TD4), and the additional information given in the route viewpoint TE Is, for example, the transfer order (TE1, TE2) between decision-making authorities. Further, as additional information given from the viewpoint of job authority TF, there are authorized departments TF1, TF2, and the like. In addition, the code | symbol showing this viewpoint and additional information is an example, and can be set arbitrarily according to the information handled.
[0054]
In FIG. 2, additional information adding means 4a and 4c add additional information to basic management information input from each input means, external evaluation and information input from the core system 8, and additional information adding means 4b is used for personnel information to be described later. Additional information is added to the experience information and management information obtained from the evaluation means 7 and the effect confirmation means 10.
[0055]
The addition of the additional information can be set by, for example, providing a flag area representing each viewpoint in a data structure storing the information and setting a flag in a flag area corresponding to the viewpoint included in the information. The setting is not limited to this, and can be set by other methods. For example, data representing each viewpoint or data representing a combination of each viewpoint may be added to a data structure for storing information.
[0056]
The additional information providing means 4a may be configured to provide the additional information by the user, or may be configured to automatically provide the additional information by analyzing the input information. In the case of automatic assignment, it is possible to use, for example, the type of information input means or the analysis of characters included in the input information.
[0057]
The analyzing means 4d uses the additional information provided by the additional information providing means 4a to select the input information or to process the input information to form new derived information, thereby obtaining the original information. This is a means for forming value-added information by adding value-added information. The input information includes various types of information, and also includes information that is unlikely to be usefully utilized for the business management of the user. The analysis unit 4d uses the added additional information to separate information that has a possibility of being effectively used from information that is not possible, and deletes unnecessary information.
[0058]
In addition, for example, more useful derivative information is formed by performing data processing on the input information, such as performing statistical processing or determining a correlation between a plurality of pieces of information. In addition to the data processing described above, data processing for obtaining desired information can be performed by a predetermined analysis method. Therefore, the input information is set as value-added information by passing through the analyzing means 4d.
[0059]
The added value information obtained by the analyzing unit 4d and the information added by the additional information adding units 4b and 4c are recorded in the information storage unit 4e. This recording is a temporary recording because it is erased under predetermined conditions by an automatic erasing means 4g described later.
[0060]
The information added with the additional information by the additional information adding units 4b and 4c has not passed through the analyzing unit 4d, but as will be described later, the experience information obtained from the effect checking unit 10, the business performance and the external evaluation are added value information. The information is obtained through business activities performed using the information, and added value such as experience and business activity state is added to the original information, and can be treated as added value information. Also, by adding additional information characterizing the information, such as estimated orders and production inventory, to basic management information obtained from the core system, it is useful for business management in the business management means described later. Therefore, the added value here includes not only the formation of new information, the deletion of unnecessary information, but also experience and business activities.
[0061]
In FIG. 4, the analyzing means 4d includes a derivative information formation processing function 4d1 for forming derivative information and a function 4d2 for adding additional information to the derivative information. A selection processing function 4d3 for removing value-added information is provided.
[0062]
The information processing unit 4 can perform a search process and an automatic erasure process using the added value information stored in the information storage unit 4e.
[0063]
The search processing can be performed by the search means 4f. The search means 4f can use the additional information provided by the additional information providing means in addition to the text search for the added value information.
[0064]
Further, the automatic erasing process can be performed by the automatic erasing means 4g. The automatic erasing means 4g extracts and deletes the invaluable information for which a predetermined time has passed from a predetermined time such as the time of inputting, and also extracts a combination of predetermined additional information and a keyword with the lapse of a predetermined time. The value-added information corresponding to this combination can be extracted and deleted. According to this, it is possible to set the time of automatic deletion for each value-added information of specific additional information.
[0065]
The automatic distribution unit 4h is a unit for automatically distributing the value-added information stored in the information storage unit 4e to a predetermined destination. In the automatic distribution, each value-added information is distributed to distribution destination information 4h2 set in advance. Which value-added information is to be distributed to which distribution destination can be set by previously determining the relationship between a viewpoint or a combination of a plurality of viewpoints and a wiring destination.
[0066]
The distribution processing function 4h1 reads from the distribution destination information 4h2 the distribution destination set for the additional information added to the value-added information or a combination of a plurality of pieces of additional information, and distributes the distribution destination to the read distribution destination information 4h2. The distribution destinations include the individual distribution destinations 12a to 12c, the business management unit 5, the core system 8, the decision making unit 11, and the like. The individual distribution destinations 12 include, for example, a business manager and a responsible person.
[0067]
The decision making unit 11 is a department that determines a management policy in business management. For example, it determines equipment development and sales strategy, determines a basic policy in a policy instruction (or review instruction) 5F, and follows this policy. Create a business plan 5G for each department. Further, in accordance with the business plan drafting 5G, each department in charge creates a more detailed business plan 5A. The business plan 5A includes a business plan that defines a schedule associated with equipment development and a sales strategy, and a business process including a plurality of steps for executing the business plan. Further, according to the business plan 5A, various values such as a reference value 5B serving as a standard of the business process, a target for sales performance such as sales and the number of units sold, and a business target (for example, a target number of hours and a target number of processes). Set the target value 5C. The reference value 5B is determined with reference to the conventional business results for the business plan defined in the business plan 5A. In addition, the target value 5C is determined as representing a target index for business and business purposes.
[0068]
The business plan 5A, the standard value 5B and the target value 5C which are the standards of the business process are set in the management means 5.
[0069]
The business management means 5 is a means for monitoring a business plan, a business process, or a business target determined by the decision making unit 11, and inputs a business plan 5A, a reference value 5B, and a target value 5C from the business result input means 2e. By monitoring the business performance 5D and the business performance input from the core system, the progress of the business, the appropriateness of the business process and the degree of achievement of the target are monitored, and the appropriateness of the reference value 5B and the target value 5C is determined. Modify and change to improve business management. Here, the business performance 5D indicates the degree of progress of each business set in various units such as an individual, a group, and a project, and the business performance includes, for example, estimated orders in addition to orders, sales volume, and sales. , Production, inventory and accounting activities. In the configuration shown in FIG. 1, the work result 5D is input from the work result input means 2e, but may be input from a server provided in a separately provided work management system (not shown).
[0070]
The monitoring means 6 is a means for monitoring a business plan, a business process, and the like in the business management means 5, and includes a business monitoring means 6a, a business process monitoring means 6b, a target monitoring means 6c, and the like. The work monitoring means 6a includes a work plan progress monitoring means 6a1 and a work amount monitoring means 6a2.
[0071]
The business plan progress monitoring unit 6a1 monitors the business schedule of the business plan, and instructs the business management unit 5 on a predetermined business plan item every predetermined date and time. The work plan progress monitoring unit 6a1 monitors the work plan 5A at a predetermined date and time and issues a work instruction, and also compares the work plan 5A with the work result 5D and issues a work instruction at a predetermined date and time. You can also. The task plan items to be instructed can be arbitrarily determined, and the setting of the predetermined date and time can be arbitrarily set by the timer means 6d. Thereby, it is possible to call attention to the business plan. The destination of the work instruction can be arbitrarily determined, such as a person in charge of each work, a project destination, and the like.
[0072]
The work volume monitoring means 6a2 is a means for monitoring the amount of time and the number of steps required to accomplish each task. Monitoring is performed by comparing the actual amount of work required for. For example, monitoring can be performed by determining whether the actual work volume exceeds the reference work volume, or by determining whether the actual work volume falls within a predetermined range determined by the reference work volume.
[0073]
The business process monitoring means 6b monitors whether the business process set for executing the predetermined business is being efficiently and smoothly progressed, notifies the business improvement unit 13 of the monitoring result, and notifies the business improvement unit 13 of the business improvement instruction. Notify the distribution destination. The distribution destination can be, for example, the management layer 12. The monitoring by the business process monitoring means 6b always or at predetermined intervals compares the reference value 5B representing the degree of efficiency of the business process with the business result 5D, and issues an instruction when the business result 5D exceeds the reference value 5B. Do it by doing. The reference value 5B of the business process can be set based on, for example, the number of hours or the number of steps required to execute each business process, which is determined according to the business plan 5A.
[0074]
Upon receiving a business improvement instruction from the business process monitoring means 6b, the business improvement unit 13 performs business process improvement processing. This improvement process is performed by creating a business improvement instruction 13A and creating a business improvement 13B in accordance with the business improvement instruction 13A. Further, in accordance with the business improvement document 13B, an improvement planning system is created, its effects (direct effects, ripple effects) are calculated, a business improvement system is developed, and improvement is introduced by implementing this system. The effect checking means 10 checks the effect of the business improvement. Thereby, the business process is improved. A reference value 5B is newly set for the improved business process, and the reference value 5B is changed by reflecting the reference value 5B on the management means 5. The business process monitoring means 6b monitors the business process again in the business management performed based on the set reference value based on 5B. By repeating this process, the business process is repeatedly improved.
[0075]
The business improvement instruction to the business improvement unit 13 may be issued from the individual distribution destination notified by the business process monitoring unit 6b.
[0076]
The experience information obtained by the improvement of the business process is fed back from the effect confirming means 10 to the information processing means 4, and is given predetermined additional information by the additional information adding means 4b, and then stored in the information storing means 4e. .
[0077]
The target monitoring means 6c compares the target value 5C set according to the business plan 5A with the business performance and the business performance. The target value 5 includes a target value related to business and a target value related to business, and the target monitoring means 6c monitors whether these two target values are appropriate. In addition, the sales record 8b1 in the sales system 8b in the core system 8 can be used as the sales record.
[0078]
The target value is monitored by calculating the achievement level of the business performance target value and the business performance target value, and when the deviation from each target value exceeds a predetermined value, a business command is sent to the management means 5. In addition to the notification, a predetermined distribution destination (for example, the management 12) is notified. The monitoring by the target monitoring means 6c is performed at all times or at predetermined intervals by comparing the target value 5C with the business results. The target value 5C may be changed according to the judgment of the target monitoring means 6c.
[0079]
Therefore, the target monitoring means 6c compares the target value 5C determined based on the development plan, the sales plan, or the production plan with the business management means 5 with the business performance and the business performance, and based on these comparisons, performs the business operation. The appropriate (good / bad) judgment of the above target value and the appropriate (good / bad) judgment of the business target value such as sales and number of units sold are performed.
[0080]
In the determination of the appropriateness of the target value, the direction of the pointer with respect to the plan change may be indicated. For example, a plan extension, a plan improvement, or a new plan direction may be prepared in advance and selected based on the determination result.
[0081]
The monitoring means 6 can feed back the monitoring result to the management means 5 based on the appropriateness determination result based on one appropriateness determination result or a plurality of appropriateness determination results.
[0082]
The personnel evaluation means 7 evaluates a person, a group, or a project based on the progress of the work plan. The evaluation is performed by, for example, setting the number of hours and the number of steps required to execute each work plan as a reference value for each person, group, or project, and comparing each work result with the reference value.
[0083]
The evaluation obtained by the personnel evaluation means 7 is used for evaluation calculation of a person, a group, or a project, and is fed back to the information processing means 4 as experience information, and predetermined additional information is added by the additional information adding means 4b. The information is stored in the information storage unit 4e. Further, the experience information of the personnel evaluation stored in the information storage unit 4e can be referred to in the educational utilization unit 9.
[0084]
Hereinafter, the processes of analysis, automatic distribution, business process monitoring, business plan progress monitoring, business volume monitoring, target monitoring, and personnel evaluation, which are performed by the cyclical integrated management system of the present invention, will be described with reference to the drawings.
[0085]
First, the analysis and automatic distribution processing will be described with reference to FIGS. FIG. 5 is a diagram for explaining the flow of data in analysis and automatic distribution. FIG. 5 shows information A to information D as an example. The additional information adding unit 4a adds additional information related to each of the information A to information D. For example, information A is provided with additional information such as management information TA1, report TB1, consultation TB3, large emergency TC3, route TE1, etc., and information B is personnel information TA4, contact TB2, medium emergency TC2, route Additional information such as TE2 is added, information C is added with market information TA3, contact TB2, additional information such as small urgency TC1 and the like, and information D is market information TA3, contact TB2, medium TC2 etc. Is added. This example is set for convenience of explanation, and is not necessarily an actual example.
[0086]
The analysis unit 4d selects information and forms derived information based on the additional information given to each piece of information. Here, for example, information with an urgency of medium or higher is adopted, and information with an urgency of less than or equal to low is automatically deleted to select information. Therefore, in the above information example, the information C having a small urgency is deleted.
[0087]
Further, for example, in the case of having a function of forming derivative information P using management information, information E is formed as derivative information P from information A according to the above information example. Note that additional information TP1 indicating the derivative information P is added to the information E. As a result, the information A, the information B, the information D, and the information E are selected as added value information from the analysis unit 4d. The automatic distribution means 4h distributes the distribution destination based on the additional information given to each information. For example, the information A is distributed according to the route TE1 that is the distribution destination.
[0088]
FIG. 6 is an example of data of added value information to which additional information has been added. In this example, in addition to the information defined corresponding to each viewpoint, information such as an information input date and a storage period is also provided as additional information. For example, the information A records additional information added to each viewpoint such as TA1, TB1,..., TE1, an input date, and additional information such as a storage period of one year. The information code D-0001 is a code name for specifying the information A. The illustrated data example is for explaining additional information of the present invention, and other data is omitted.
[0089]
FIG. 7 is a block diagram for explaining the distribution processing. In order to perform distribution based on the additional information attached to each piece of information, the automatic distribution unit includes a table (correspondence table) indicating a distribution destination for a combination of the additional information. FIG. 7 shows an example of this table. In the example illustrated in FIG. 7, the distribution destination is specified based on a combination of the viewpoint of the information category, the viewpoint of the type of information, and the viewpoint of the urgency. For example, the upper left column of the table corresponds to the case where management information in the viewpoint of the category of information, report in the viewpoint of the type of information, and large in the viewpoint of the degree of urgency are respectively assigned. “Abcd” is set. Also, the columns below it correspond to the case where management information in the category of information and reports in the category of information are given, and large is given in terms of urgency. Is set as "a → b → c → d".
[0090]
Here, a, b, c, and d represent distribution destinations, and “abcd” means simultaneous distribution for simultaneous distribution to each distribution destination, and “a → b → c → d” Means sequential delivery to deliver to each delivery destination in order. Further, the distribution destinations may be individual distribution destinations such as the target person a, the target person b,..., Or a distribution group including a plurality of distribution destinations (for example, the target persons e, f, and g) may be set. You can also.
[0091]
When performing simultaneous distribution, as shown in FIG. 7, for example, when the distribution destination of “abcd” is set, the target person a, the target person b, the target person c, When the distribution destination is set to “a · b” at the same time as the distribution to the target person d, the distribution is simultaneously performed to the target person a and the target person b.
[0092]
FIG. 8 is a diagram for explaining data in the simultaneous distribution. In FIG. 8, the distribution information in which the distribution destination of “ab” is set includes the distribution destination address “a” and the address “b”, and is distributed to the terminals of the target persons “a” and “b”. Confirmation of distribution can be performed, for example, by transmitting reception confirmation from each terminal to the distribution server. The reception confirmation can be performed automatically by a function of the terminal, or can be performed by an operation of the subject. The distribution server may record data on the reception date and time of each target person in the distribution data.
[0093]
In the case of performing sequential distribution, for example, when the distribution destination of “d → c → b → a” is set, the order of the target person d, the target person c, the target person b, and the target person a is set in order. When the delivery destination of “c → b → a” is set, the delivery is performed in the order of the subject b and the subject a, excluding the subject d.
[0094]
It should be noted that a plurality of distribution destinations are hierarchized and are simultaneously distributed to distribution destinations higher than the selected hierarchy, or from a lower hierarchy to a higher hierarchy, or conversely, from a higher hierarchy to a lower hierarchy. , May be sequentially distributed.
[0095]
The combination of distribution destinations can be set arbitrarily, and simultaneous distribution and sequential distribution can be combined. In the illustrated table, distribution destinations are determined based on combinations of information categories, information types, and urgency levels. However, the types and number of viewpoints to be combined depend on the information to be distributed and the distribution destinations. It can be set arbitrarily depending on the situation. Note that the distribution destinations in the fourth and subsequent rows of the table are omitted.
[0096]
FIG. 9 is a diagram for explaining data in the sequential distribution. In FIG. 9, the distribution information in which the distribution destination of “d → c → b → a” is set includes the distribution destination addresses d to a and the distribution order information. The information of the distribution order can be determined by the order of the address of the distribution destination described as shown in the figure, or can be determined by describing the data of the distribution order.
[0097]
The transmission from the subject d to the subject c is performed by reading the address of the next subject at the time of the transmission operation at the terminal on the subject d side. At this time, by notifying the transmission to the distribution server, the distribution server can confirm the current position of the distribution data. Further, data of the reception date and time and the transmission date and time of each subject may be recorded in the distribution data. FIG. 10 shows an example of distribution data managed by the distribution server. In addition to the data shown in FIG. 6, distribution information and passage information can be recorded.
[0098]
Next, the business process monitoring process will be described with reference to FIGS. FIG. 9 shows an example of display by business process monitoring, and FIG. 12 shows an example of data in business process monitoring.
[0099]
In the display example shown in FIG. 11, units A and B represent each task. Each unit is composed of a single process or a plurality of processes for carrying out its business. The business management means performs a predetermined task by managing these steps. A predetermined time (reference time) or a step (reference step) is set for each step.
[0100]
In business process monitoring, by comparing this reference time or reference process with the time (actual time) or process (actual process) spent in actual work, whether or not the work is performed efficiently Is monitored to determine whether the set reference value (reference time or reference process) is good or not, and further, the reference value is changed. The comparison between the reference time (reference process) and the actual time (actual process) can be determined based on whether or not the actual time (actual process) is within an allowable range set for the reference time (reference process). .
[0101]
For example, in the unit A, the actual time is within the set allowable range in the step A-1, whereas the actual time exceeds the set allowable range in the steps A-2 and A-3. If the allowable range is exceeded, a notification is made.
[0102]
Further, the notification may be performed not only when the actual time is less than the allowable range but also when the actual time is equal to or less than the set allowable range as shown in step B-2 of the unit B.
[0103]
In the data example shown in FIG. 12, the expected number of hours is set as the reference value for each process, and the expected number of processes is set for the reference process. Further, the allowable range can be set by the number of permitted hours or the number of steps in addition to the setting of the percentage.
[0104]
Next, a business plan progress monitoring process of the business monitoring process will be described with reference to FIGS. FIG. 13 shows a display example based on the business plan progress monitoring, and FIG. 14 shows a data example in the business plan progress monitoring.
[0105]
In an example of business plan progress monitoring, a business set in a business plan is searched using date and time or date and time and importance as search conditions, and the progress of the business plan is managed based on the business content obtained by the search. Although the search condition uses the date and time and the degree of importance, the present invention is not limited to this, and any item set in the business plan can be used as the search condition.
[0106]
In the display example shown in FIG. 13, for example, when the search condition is the job of the day, the job content a is obtained as a search result, and when the weekly job one week ahead is set as the search condition, the job contents c-1 and c ,..., C-7 are obtained as search results. Further, as an example of combining the date and the importance of the business, when the business having the importance A is set as the search condition in the monthly business one month earlier, the business contents e-1, e-11, and e-12 are searched. As a result, when the business having the importance B is set as the search condition in the monthly business one month earlier, the business contents e-1, e-3, e-11, e-12, and e-15 are obtained as the search results. can get.
[0107]
In the data example shown in FIG. 14, for each task in the task plan, in addition to data such as task content, date, importance, etc., a related task related to the task may be described. Thereby, it is possible to call attention to related tasks in addition to the tasks obtained by the search.
[0108]
Next, the target monitoring process will be described. The target value is determined by a policy decision or a decision such as a business plan, a sales target, a sales strategy such as an order target, or the like. As the target value, for example, there are a target value of the number of hours and the number of processes in each business, and a target value of business such as a sales number and a sales number.
[0109]
In the target monitoring process, the monitoring is performed by determining whether the business performance or the business performance exceeds an allowable range set based on the target value.
[0110]
Next, the personnel evaluation process will be described with reference to FIGS. FIG. 15 shows a display example based on personnel evaluation, and FIG. 16 shows an example of data in personnel evaluation.
[0111]
In the display example shown in FIG. 15, for each task related to the individual A or the group B, a required time scheduled in advance is set as a reference time. In the personnel evaluation, the task achievement status is evaluated for each task by comparing the reference time with the actually spent time (actual time). The evaluation of the degree of achievement can be performed, for example, by the ratio of the actual time to the reference time. In the display example of FIG. 15, the degree of evaluation is represented by the number of “*”.
[0112]
In addition, the achievement rate of each task or the entire task can be displayed as a percentage. In the data example shown in FIG. 16, the scheduled time is set as the reference time for each task as the reference time, and the actually required time is recorded as the actual time. The achievement rate and evaluation are also recorded.
[0113]
Next, a configuration example of the search unit 4f and the automatic deletion unit 4g in the information processing unit 4 will be described with reference to FIG.
[0114]
In FIG. 17, the search unit 4f includes a search condition input unit 4f1 for inputting search conditions, a search result output unit 4f2 for outputting search results, and a database management unit 4f3 for managing data input / output of the information storage unit 4e.
[0115]
The database management unit 4f3 searches the database of the information storage unit 4e to extract predetermined value-added information, using the additional information or the like input from the search condition input unit 4f1 as a search condition, and extracts the extracted value-added information as a search result. Output from the output means 4f2.
[0116]
In FIG. 17, the automatic erasing unit 4g includes a timer 4g1 and a database management unit 4f3 for managing data input / output of the information storage unit 4e.
[0117]
The database management unit 4f3 extracts predetermined value-added information from the database of the information storage unit 4e based on the date data obtained from the timer 4g1, and performs an erasing process. This extraction process can be performed, for example, by extracting the data that has passed the storage period from the input date set in the value-added information.
[0118]
The automatic erasing process may be performed simply by determining whether or not the storage period has passed, or by determining a combination of a predetermined viewpoint or additional information and the storage period. According to this, for example, it is possible to set the time for automatic erasure for each piece of information, such as making the time for automatic erasure of basic management information and performance information and the time for automatic erasure of a report and a contact note different.
[0119]
Next, an example of the configuration of the request for approval processing unit 3a and the cost / payment unit 3b in the processing unit 3 will be described with reference to FIGS.
[0120]
In FIG. 18, the draft decision processing means 3a includes a draft decision server 3a1 and authentication means 3b2 to 3b4. The approval server 3a1 is a server that manages the recording of the approval request and the application form and the authentication process, and records the data of the approval request and the application input from the input unit 2b. The job authority data that authenticates the request for approval and the application form is approved by each of the authentication means 3a2 to 3a4, thereby approving the request for approval and the application form. The authentication data by the authentication means 3a2 to 3a4 is recorded in the approval server 3a1. The authentication data is input to the information processing means 4 as basic management information. The information processing means 4 may also input data of a request for approval or an application.
[0121]
Each of the authentication means 3a2 to 3a4 permits authentication of only registered individuals in advance, for example, by a fingerprint authentication function or a function of authenticating personal identification data. Note that the number of authentication means can be arbitrary. Further, the data of the request for approval or the application form input from the input means 2b may be character data or image data read by a scanner device.
[0122]
In FIG. 19, the expense / payment processing means 3b includes an expense / payment server 3b1, and authentication means 3b2 to 3b4. The expense / payment server 3b1 is a server that manages the recording of the expense / payment and the authentication process, and records the data of the expense / payment input from the input unit 2c. The job authority data for authenticating the expense / payment is approved by the respective authentication means 3b2 to 3b4, and the approval form and the application form are approved. Authentication data by the authentication means 3b2 to 3b4 is recorded in the expense / payment server 3b1. The authentication data is input to the sales / accounting server 3c as basic management information. Further, the sales / accounting server 3c may also input data of expenses / payments.
[0123]
Each of the authentication means 3b2 to 3b4 permits authentication of only a registered individual, for example, by a fingerprint authentication function or a function of authenticating personal identification data.
[0124]
According to the present invention, business management is performed using information, and the experience information obtained in this business management is stored again as value-added information, thereby circulating the information. Can be increased.
[0125]
According to the present invention, the additional value of information can be increased by adding additional information from various viewpoints.
[0126]
As a result, information that is effective for the user can be quickly transmitted by using the additional information assigned to each piece of information and automatically selecting the information by identifying the additional information set for each user.
[0127]
According to the present invention, business management is performed using information, and the experience information obtained in this business management is stored again as value-added information, thereby circulating the information. Can be increased.
[0128]
Further, according to the present invention, by monitoring the management of the business information performed by the business management means with the monitoring means, it is possible to improve the efficiency of the business process and to grasp the progress of the business plan.
[0129]
Further, according to the present invention, the management information performed by the management means can be applied to the evaluation of personnel, and the experience information obtained by the personnel evaluation can be stored as value-added information.
[0130]
According to the cyclical integrated management system of the present invention, it is possible to use useful information for a large amount of input information for the user, and also to effectively use experience information. Information related to management can be used effectively.
[Brief description of the drawings]
FIG. 1 is a schematic diagram for explaining a flow of information and a business cycle in a cycle-type integrated business management system of the present invention.
FIG. 2 is a block diagram for explaining a schematic configuration of a recycling-type integrated business management system of the present invention.
FIG. 3 is a block diagram for explaining an outline of a core system of the present invention.
FIG. 4 is a block diagram for explaining a flow of information in the information processing means of the present invention.
FIG. 5 is a diagram for explaining a data flow in automatic distribution according to the present invention.
FIG. 6 is an example of data of value-added information to which additional information of the present invention has been added.
FIG. 7 is a block diagram illustrating a distribution process according to the present invention.
FIG. 8 is a data example of distribution data of the present invention.
FIG. 9 is a diagram for explaining data in sequential distribution according to the present invention.
FIG. 10 is an example of distribution data managed by a distribution server.
FIG. 11 is a display example by the business process monitoring of the present invention.
FIG. 12 is an example of data in business process monitoring according to the present invention.
FIG. 13 is a display example of the work plan progress monitoring according to the present invention.
FIG. 14 is an example of data in the work plan progress monitoring of the present invention.
FIG. 15 is a display example based on personnel evaluation according to the present invention.
FIG. 16 is an example of data in personnel evaluation according to the present invention.
FIG. 17 is a block diagram illustrating a configuration example of a search unit and an automatic deletion unit according to the present invention.
FIG. 18 is a block diagram illustrating a configuration example of a request for approval document processing unit of the present invention.
FIG. 19 is a block diagram illustrating a configuration example of an expense / payment means according to the present invention.
[Explanation of symbols]
1 Recycling-type comprehensive business management system
2 Input means
2a to 2c input means
2d External evaluation input means
2e Work record input means
3 Processing means
3a Decision processing means
3a1 Decision server
3a2-3a4 Authentication means
3b Expense / payment means
3b1 Expense / payment server
3b2-3b4 Authentication means
3c Sales / Accounting Server
4 Information processing means
4a, 4b, 4c Additional information adding means
4d analysis means
4d1 Derived data formation processing
4d2 Additional information addition
4d3 selection processing
4e Information storage means
4f Search means
4f1 Search condition input means
4f2 search result output means
4f3 database management means
4g Automatic deletion means
4g1 timer
4h Automatic distribution means
4h1 distribution process
4h2 Delivery destination information
5 Business management means
5A Business plan
5B reference value
5C target value
5D business performance
5F policy instructions (review instructions)
5G business planning
6 monitoring means
6a Business monitoring means
6a1 Business plan progress monitoring means
6a2 Business volume monitoring means
6b Business process monitoring means
6c Target monitoring means
6d timer
7 Personnel evaluation means
8 Core system
8a Production system
8b Sales system
8b1 Business results
8c Accounting system
8d Production stock input means
8e Estimated order input means
8f Sales input means
8g Accounting input method
9 Education utilization means
10 Effect confirmation means
11 Decision Making Department
12, 12a-12c Individual distribution destination
13 Business Improvement
13A Business Improvement Instruction
13B Business Improvement Document

Claims (20)

Information processing means for analyzing the basic management information to obtain value-added information, and management management means for forming a management standard based on the value-added information obtained from the information processing means and performing business management,
Monitoring means for monitoring the business management means,
The monitoring means feeds back the business management means as a monitoring result of the quality judgment of the management standard of the business management,
The business management means changes the management standard based on the feedback determination result,
The information processing means feeds back and circulates a management result by the business management as value-added information, and circulates the information. Business management by the business management means includes plan management and business management,
The plan management includes creating a plan based on the value-added information, and changing the plan based on the monitoring result of the monitoring unit,
The system according to claim 1, wherein the business management includes business management based on the plan. The basic management information is
The recycling integrated business management system according to claim 1, further comprising performance information including market information and sales information. The system according to claim 1, wherein the management standard includes a standard value of a business process and a target value for an actual result. The plan management performed by the business management means includes:
Includes development plans for product equipment model development, product equipment sales plans, product equipment production plans,
The system according to any one of claims 1 to 4, wherein the business management performed by the business management means manages at least one of the plan managements as a target plan. . The system according to claim 5, wherein the management result of the business management is fed back to the information processing means as personnel evaluation information. 2. The method according to claim 1, wherein the monitoring unit compares a target plan including at least one of the plan managements with actual information, and determines whether or not a management criterion of a business management unit is acceptable based on the comparison. 3. Cycle-type integrated business management system described. The monitoring means compares the business performance of the business by the business management means with a reference value to determine whether the reference value in the business process is good, and compares the business performance and the business performance with the target value to determine whether the management target value is good. The management information circulation system according to claim 5, wherein the determination is performed. 9. The system according to claim 8, wherein the pass / fail judgment includes a result of judging the direction of expansion, improvement, or new development with respect to a plan change. The method according to any one of claims 7 to 9, wherein the monitoring unit feeds back the monitoring result to the management unit based on one pass / fail judgment result or a plurality of pass / fail judgment results. Recycling-type integrated business management system. The information processing means includes:
Additional information providing means for providing additional information to the basic management information from a plurality of viewpoints and performing characterization,
Analysis means for performing information analysis based on the additional information,
2. The system according to claim 1, further comprising an information storage unit that temporarily records the analysis result and the result information as value-added information, and a distribution unit that distributes the value-added information. 3. The recycling integrated management according to claim 11, wherein the value-added information is formed by adding additional information to the basic management information and the feedback information from at least one viewpoint and performing characterization. Management system. 13. The system according to claim 12, wherein the viewpoint includes at least one of a category to which the information belongs, a type of the information, and a degree of importance of the information. The data structure recorded by the information storage means includes a data area for storing the value-added information, and at least one flag area corresponding to additional information of each viewpoint or a combination of each viewpoint,
14. The recycling integrated management system according to claim 12, wherein the analysis unit forms value-added information by attaching flag data to a flag area of the information storage unit. The circulation type apparatus according to claim 11, wherein the distribution unit sorts information according to a combination of the additional information added to the value-added information, and distributes the information according to a distribution destination and a distribution procedure set according to the classification. Integrated business management system. In the distribution procedure, a plurality of distribution destinations are hierarchized, and simultaneous distribution is performed to distribution destinations higher than the selected hierarchy, or distribution is sequentially performed from a lower hierarchy to an upper hierarchy or from an upper hierarchy to a lower hierarchy. The recycling integrated business management system according to claim 15, wherein: The system according to any one of claims 12 to 14, wherein the information storage means is capable of searching for desired value-added information by using at least one additional information as a search term. . 15. The system according to claim 12, wherein the information storage unit extracts predetermined value-added information by using the additional information as time information and automatically deletes the value-added information. 16. A history recording unit that records the selected information as history information,
The selection information recorded in the history recording means is information relating to business management formed by the business management means, and value-added information selected from the distribution data,
17. The recycling integrated business management system according to claim 15, wherein the selection of the distribution data is performed based on the presence / absence of flag data attached to a flag area provided in the distribution data at the distribution destination. Along with setting the business management plan of the business management means as an individual or a group, the performance information is similarly distributed to an individual or a group,
The system according to claim 1, wherein the plan and the result information are compared for each individual or group, and the degree of contribution to the plan is evaluated for each individual and / or group.

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