JP2005284890A - Management consulting report generating device - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a device for generating a report where an internal issue and an effective countermeasure relative to the issue are defined. <P>SOLUTION: A management consulting report generating device includes a computer which is programmed to allow an evaluation value updating means to obtain an improvement requiring value for each issue, based on the number of improvement requiring codes which are given to check items in this time inspection, compare the this time improvement requiring value with the past improvement requiring value for each issue, increase the evaluation value of the countermeasure corresponding to the past issue when the this time value is smaller than the past value, and decrease the evaluation value of the countermeasure corresponding to the past issue when this time value is larger than the past time value, and allow a means to select the countermeasure with the high updated evaluation value among the plurality of countermeasures related to the check items with the improvement requiring code given thereto, so as to generate the report including the selected countermeasure and the issue corresponding to the check item with the improvement requiring code given thereto. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

  The present invention relates to an apparatus used for taking measures to enhance the soundness of activities in a company, and more particularly to an apparatus for creating a report that describes effective countermeasures for problems in the company.

  Scandals arising from unhealthy activities within a company lower the company's social reputation, and a decline in corporate reputation damages shareholders. In addition, as foreign-investment invested in Japanese companies increased, the awareness that corporations belong to shareholders who provide capital. This heightened awareness promoted strengthening in the areas of corporate governance, compliance, risk management, and corporate ethics. And companies decided to take various measures to improve the activities in the company. These measures are managed in the company using documents and terminals, and if necessary, each department in the company is notified to comply with each measure.

Patent Document 1 discloses an apparatus for quantitatively calculating, displaying, and diagnosing a risk of a customer company in an insurance sales department. Patent Document 2 discloses a system that provides a user with manual information indicating a compliance manual according to a user's request based on manual data indicating a compliance manual for each department or year. Patent Document 3 discloses a management diagnosis system including a check sheet on which a plurality of check items for performing diagnosis and a formulation sheet for performing management improvement activities based on the diagnosis result.
JP-A-9-114801 JP 2003-99431 A JP 2003-248752 A

  The activities in the company in recent years are diverse. In addition, companies become more diversified as their scale increases. As activities become diversified and operations diversify, laws that companies must comply with also increase. The issues and countermeasures to be addressed for soundness within the enterprise are prepared based on the law. Therefore, as the laws to be observed increase, the problems and countermeasures to be addressed will also increase. Under such circumstances, it is difficult to select for each job a problem that should be dealt with preferentially in the company and an effective countermeasure for this.

  The present invention has been made on the basis of the circumstances as described above, and sums up all in-house verification results related to operations managed by any department, and clearly identifies in-house issues and effective countermeasures against them. An object of the present invention is to provide a device for creating a report.

  According to one aspect of the present invention (claim 1), a company diagnosis report creation apparatus according to the present invention is a company diagnosis report creation apparatus that creates a report including a countermeasure for a problem to be improved. Check items for inspection, improvement code indicating that improvement is required for the check items according to the inspection result in the executing department, a plurality of measures indicating measures corresponding to the problem, and the plurality of measures A first storage means for storing the evaluation value indicating the degree of the effect of the countermeasure attached to each of the above, the problem in the past, a past improvement value corresponding to the problem, and the problem A second storage means for storing past reports including countermeasures corresponding to the above, and a computer for creating the reports. Then, the computer obtains a required improvement value corresponding to the problem based on the number of required improvement codes attached to the check items in the current inspection, and the current improvement value and the past required improvement are determined for each of the problems. And the evaluation value of the countermeasure corresponding to the past problem is increased when the current required improvement value is smaller than the past required improvement value, and the current required improvement value becomes the past required improvement It is programmed to realize an evaluation value updating means for reducing the evaluation value of the countermeasure corresponding to the past problem when the number is larger than the value. Furthermore, the company diagnosis report creation device selects a countermeasure with a high updated evaluation value from among a plurality of countermeasures associated with the check item to which the computer has the improvement code attached, and the selected countermeasure. And a program corresponding to the check item to which the improvement-required code is attached.

  According to this, the evaluation value of measures is increased or decreased based on past reports. Since an effective measure can be selected based on the evaluation value of the measure, a report including the effective measure can be created.

  According to another embodiment (claim 2) of the company diagnosis report creating apparatus of the present invention, a third storage means for storing a supervising department that manages the check items, and for inputting the supervising department Input means, and the current report is a problem corresponding to the check item managed by the input supervising department among the problems corresponding to the check item to which the improvement required code is attached. It is a report including According to this, since it is possible to designate a supervising department that manages check items, it is possible to create a report for the designated supervising department.

1. Device Configuration An embodiment of a company diagnosis report creation device according to the present invention will be described with reference to the drawings.

  FIG. 1 shows an apparatus configuration of a company diagnosis report creation apparatus according to the present invention. The company diagnosis report creation device in this embodiment includes a processing device 101, an input device 102, a display device 103, an output device 104, and a storage device 105. These are connected around the processing device 101.

  The processing device 101 is a CPU, for example, and is a device that performs computation and conditional branching according to a program. In the present embodiment, the processing apparatus 101 realizes an evaluation process and various databases described later. The input device 102 is, for example, a keyboard and a mouse, and is a device for inputting data to the company diagnosis report creating apparatus and operating the apparatus. The input device 102 is connected to the processing device 101 via a serial interface.

  The display device 103 is, for example, a display, and is a device for displaying various information output by the company diagnosis report creation device. The display device 103 is connected to the processing device 101 via a graphic interface. The output device 104 is, for example, a laser printer, and is a device for printing various reports output by the company diagnosis report creation device. The output device 104 is connected to the processing device 101 via a parallel interface or a network.

  The storage device 105 is, for example, a hard disk, and is a device for storing various databases used in the company diagnosis report creation device. Further, the storage device 105 stores software for realizing a database and a program for executing a report creation process described later. The database used in this embodiment is a relational database. The storage device 105 is connected to the processing device 101 via a SCSI interface. Moreover, the company diagnosis report preparation apparatus in this embodiment is good also as having a some memory | storage device. The database to be stored may be distributed and stored in a plurality of storage devices. In the present embodiment, a check list 105a, a department-job classification DB 105b, a job classification-check item DB 105c, a countermeasure case DB 105d, a report history DB 105e, and a supervising department-check item DB 105f are stored.

  FIG. 4 shows an example of a data item name (field name) and its data in the department-job classification DB 105b. The department-job classification DB 105b is a database in which “job classification” is associated with each “department”. In the present embodiment, as shown in FIG. 4, the department-job classification DB 105b has “department code”, “department name”, “job classification”, and “job classification / description” fields. Each is associated. The department code is a code replaced with a number for representing the department in the company. Each department name is assigned a unique department code. Here, the department is the name of the department that supervises the business. The job classification is a classification of work in the company. Each job classification is assigned a unique job classification code. Each department is associated with one or more job classifications. The job classification name may belong to a plurality of departments. For example, "(Domestic) new car sales business" belongs to both "Sales Division Sales Department" and "Sales Division Sales Development Office".

  FIG. 5 shows an example of a data item name (field name) and its data in the job classification-check item DB 105c. The job classification-check item DB 105c is a database in which checkpoints (check items) corresponding to each job classification are stored in association with each other. The job classification-check item DB 105c has fields of “job classification code”, “classification name”, “area”, “medium item”, “sub-item”, “checkpoint”, and “foundation law”, and the adjacent data in the horizontal direction. They are associated with each other.

  One or more “regions” are associated with the classification name. “Area” includes four areas: governance, compliance, risk management, and corporate ethics. Each area is associated with one or more middle items. The middle item is a law name corresponding to a small item described later. The subitems outline the contents to be checked at the checkpoint. The check points are associated with the small items in a one-to-one relationship. The check point is a question for determining whether or not the content described in the sub-item is applicable, and is for checking the realization of the task. Each checkpoint is associated with the name of a law or basis clause as a basis for the checkpoint. The “classification name” includes one or more “regions”, and the “region” includes one or more “medium items”. The “medium item” includes one or more “small items”.

  FIG. 6 shows an example of a check list included in the check list 105a. The check list includes “job classification code”, “classification name”, “area”, “medium item”, “small item”, “checkpoint”, “foundation laws and regulations”, and “check result” fields. The check list is created for each department, and check points to be checked in the department are described. This checklist 105a is distributed to the person in charge of the corresponding department. The responsible person then checks the check result column according to the checkpoint. For example, the responsible person performs a check so that “◯” is given if the check point is perfectly protected, “Δ” is given if the check point is protected to some extent, and “X” is given if not. These check results are input to the company diagnosis report generating apparatus and stored so as to be included in the check list 105a. These results are then used in the report creation process described below. It should be noted here that each “checkpoint” may be included in a checklist of multiple departments. For example, checkpoint “Is the worker who applied for retirement continued to work against the will of the person for more than two weeks from the date of the application?” Is related to all departments, Included in the department checklist.

  FIG. 2 is a flowchart for explaining a check list creation process for creating a check list for each department. The check list 105a can be created as follows. First, a department name is input via the input device 102 (S201). When the department name is input, the processing apparatus 101 searches and extracts the job classification name corresponding to the department from the department-job classification database according to the input department name (S202). When the job classification is extracted, the extraction result is displayed on the display device 103, and it is determined whether the job classification is excessive or insufficient (S203). If there is excess or deficiency, job classification can be added / deleted via the input device 102 (S204). In response to this, the department-job classification DB is edited (S205).

  Next, the processing apparatus 101 extracts checkpoints associated with the job classification extracted from the job classification-check item DB 105d (S206). Then, a check list 105a (FIG. 6) for each department is created using the extracted check points and the “area”, “medium item”, “small item”, “basis laws and the like” associated therewith (S207).

  FIG. 7 shows an example of the data item name (field name) of the supervising department-check item DB 105f and its data. The supervising department-check item DB 105f is a database in which “supervising department” mainly managing checkpoints and “checkpoints” are associated with each other. As shown in FIG. 7, the supervising department-check item DB 105f includes "supervising department", "job classification" ("duty classification code"), "area", "medium item", "small item", "checkpoint", and "foundation laws and regulations". ”Field and adjacent data in the horizontal direction are associated with each other.

  FIG. 8 shows an example of a data item (field name) and its data in the report history DB 105e. The report history DB 105e is a database that stores diagnosis results (reports) created by the report creation apparatus in the past. Specifically, the “year” in which the report was created, the “issues to be addressed” imposed on the “supervising department”, the “required improvement points” for the issues to be addressed, and the “measures” for the issues to be addressed ”,“ Department to be dealt with ”, and“ Handling priority ”are stored in association with each other. In this embodiment, the supervisory department manages a plurality of departments, and also manages a plurality of issues to be dealt with. As will be described later, using this report history DB 105e, points are increased or decreased for each countermeasure in the countermeasure example DB 105d.

  FIG. 9 shows an example of data items and data of the countermeasure example DB 105d. The countermeasure example DB 105d is a database that stores countermeasure examples as tasks in charge of issues. One or more “measures” are associated with the “issue to be dealt with”. Each “measure” is set so that “point” (evaluation value) can be given. The point represents the degree of the effect of the countermeasure.

  FIG. 10 is a diagram illustrating conversion from “checkpoint” to “issue to be addressed”. The “issue to be dealt with” that is one of the fields used in the present embodiment can be automatically created based on the character string data of the “checkpoint” created earlier. For example, as shown in FIG. 10, “does not go”, “does not make”, “does not make” “needs not to do” “needs not to do” “ It is necessary to avoid it. That is, the ending of the checkpoint is converted into an appropriate expression as a “task to be dealt with”. As a specific method, the character string “whether it should not be performed” is associated with the character string “whether it is not performed” and stored in the storage device 105 as a ending conversion database (not shown). deep. Then, the processing apparatus 101 performs a character string search as to whether or not a character string “whether or not” is present at the end of all “checkpoints”. Then, when the corresponding character string is found, the corresponding ending part is replaced with the associated ending "Need not to be performed" and converted as "issue to be dealt with" before conversion. In association with the “checkpoint”, a checkpoint-task DB (not shown) is stored.

  FIG. 11 shows an example of a diagnostic result output by the diagnostic apparatus. The “problem to be dealt with” imposed on the “supervising department”, the “countermeasure” for this, the department to be dealt with, and the “handling priority” are output in a table format by a diagnosis process described later. As described above, the output result is stored in the report history DB 105e in association with the horizontal data.

2. Execution Process Next, a report creation process as an embodiment of the report creation apparatus according to the present invention will be described. FIG. 3 is a flowchart for explaining a report creation process executed by the report creation apparatus. First, the name of the department in charge is input via the input device 102 to output the diagnosis result (S301). When the supervising department name is inputted, the processing apparatus 101 searches the supervising department-check item DB 105f to check the “checkpoint” associated with the inputted supervising department (that is, the inputted supervising department becomes the primary). All checkpoints managed by the server are identified (S302).

  When the checkpoint is specified, the processing apparatus 101 searches the checklist 105a and specifies all the check results associated with the specified “checkpoint” (S303).

  The processing apparatus 101 aggregates the identified check results for each checkpoint, and gives priority to each checkpoint (S304). Specifically, priorities are assigned by checking “x” for 2 points, “△” for 1 point, and “O” for 0 point. The result of aggregation for each point is taken as an improvement point. Then, prioritize “check points” in descending order of the points requiring improvement. In this way, the higher the priority is, the higher the number of “x” or “Δ” is.

  Next, the processing apparatus 101 refers to the check list 105a and identifies a department with “△” or “x” added to the “check result” in the check list that each department has checked this time (S305). . Then, the processing apparatus 101 refers to the checkpoint-task DB and identifies “tasks to be dealt with” associated with the checkpoint for each checkpoint to which the improvement required code is attached (S306).

  When the problem to be dealt with is identified, the processing apparatus 101 compares, for each problem to be dealt with, the improvement point required in the diagnosis result (report) of the previous fiscal year in the report history DB and the improvement point identified in S304. (S307), the points (evaluation values) attached to the respective countermeasures stored in the countermeasure example DB 105d are increased or decreased (S308).

  Points are increased or decreased as follows. The processing device 101 refers to the diagnosis result (report) of the last fiscal year (in this case, 2002) in the input management department report history DB 105e, and for each management department, for each problem to be addressed identified in S306. Compare improvement points. Next, the processing apparatus 101 determines whether or not the required improvement points are larger than the current required improvement points counted in S304 for each problem to be dealt with, and increases or decreases the points. If there are more points to be improved this time, the last year's countermeasure is considered to have been ineffective. Therefore, the processing device 101 gives points for countermeasures to the issues to be addressed in the last year's report (ie, checkpoints). Subtract 1 On the other hand, when the number of improvement points required this time is smaller, the processing device 101 adds 1 to the point of countermeasures for the problem to be addressed in the report of last year, assuming that the countermeasures of last year were effective. When the number of points requiring improvement is the same, the points for countermeasures are not increased or decreased. In this way, the points of each countermeasure stored in the countermeasure example DB 105d are increased or decreased.

  Next, the processing apparatus 101 extracts, from the countermeasure example DB 105d, the “measure” having the highest point among the “measures” associated with the “problem to be corrected” that is an improvement required item (S309). For example, in the “issues to be addressed” shown in FIG. 9, in terms of working conditions and personnel evaluation, the substantive reasons are “nationality, creed, social status, gender, labor union activities, or the exercise of legitimate rights as stipulated by laws and regulations. `` Need to be considered as being disparate '' means `` substantial grounds for nationality, creed, social status, gender, trade union activities, or legitimate enforcement of laws and regulations, There are 6 points related to “not to be regarded as having disparity in working conditions and personnel evaluation” and 2 points “to raise awareness of“ HR evaluation sheet ”again to middle management”. . Here, since the former is higher in points than the latter, the processing device 101 is effective as a measure of “nationality, creed, social status, gender, labor union activities, As a general reason, it is necessary to ensure that working conditions and personnel assessments are not considered disparate. In this way, all effective “measures” are extracted for the checkpoints that have been input as required improvement items of the supervisory department.

  Here, the processing device 101 displays the display device so that the person in charge in the supervisory department can correct the “measure” extracted via the input device 102 or select another measure from the measure example DB 105d. An edit screen for correcting the countermeasure extracted in 103 can also be displayed (S310). If the correction is to add a new countermeasure (S311), the processing apparatus 101 adds the countermeasure in association with the “problem to be addressed” in the countermeasure example DB 105d (S312).

  When the processing described above is completed, the processing apparatus 101 applies the priority order identified in S304, the extracted problem to be addressed, the countermeasure, and the department to be addressed to a predetermined template, and the diagnosis result (report) shown in FIG. (S313). The diagnosis result may be displayed on the display device 103 or may be printed via the output device 104. In this way, points are attached to the countermeasures, and the countermeasures are evaluated based on the past check results. Since effective measures can be extracted based on the points, a diagnosis result including effective measures can be created.

  When the diagnosis result is created, the processing apparatus 101 stores the created diagnosis result in association with the created year in the report history DB 105e. By doing in this way, evaluation of a "measure" can be performed based on a diagnostic result in the following fiscal year.

The figure showing the apparatus structure of the company diagnosis report preparation apparatus according to one Embodiment of this invention. FIG. 4 is a flowchart diagram illustrating a checklist creation process according to an embodiment of the present invention. The flowchart figure showing the company diagnosis report preparation process according to one Embodiment of this invention. The figure showing the example of the data stored in department-job classification DB according to one Embodiment of this invention. The figure showing the example of the data stored in job classification-check item DB according to one Embodiment of this invention. The figure showing the example of the checklist output according to one Embodiment of this invention. The figure showing the example of the data stored in the supervising department-check item DB according to one Embodiment of this invention. The figure showing the example of the data stored in report history DB according to one Embodiment of this invention. The figure showing the example of the data stored in countermeasure example DB according to one Embodiment of this invention. The figure showing the example of conversion from the checkpoint to the problem which should be dealt with according to one embodiment of the present invention according to one embodiment of the present invention. The figure showing the diagnostic result according to one Embodiment of this invention.

Claims (2)

A company diagnosis report creation device that creates a report including measures against problems to be improved,
A check item for checking the degree of realization of the problem, a required improvement code indicating that improvement is required for the check item in accordance with an inspection result in the executing department, and a plurality of measures indicating measures corresponding to the problem And first storage means for storing in association with each other, an evaluation value indicating the degree of the effect of the countermeasure applied to each of the plurality of countermeasures,
A second storage means for storing a past report including the problem in the past, a past improvement value corresponding to the problem, and a countermeasure corresponding to the problem;
A computer for creating the report,
The computer is
Based on the number of required improvement codes attached to the check items in the current inspection, obtain the required improvement value corresponding to the problem, and for each of the problems, compare the current improvement value with the past improvement value, When the current improvement value is smaller than the past required improvement value, the evaluation value of the countermeasure corresponding to the past problem is increased, and when the current required improvement value is greater than the past required improvement value, Evaluation value updating means for reducing the evaluation value of the countermeasure corresponding to the past problem;
Of the plurality of measures associated with the check item to which the improvement required code is attached, the updated measure having the higher evaluation value is selected, and the selected measure and the check item to which the improvement required code is attached. A means to produce a report including,
Company diagnostic report generator programmed to achieve Third storage means for storing a supervisory department that manages the check items;
Input means for inputting the main department,
The present report is a report including an issue corresponding to the check item managed by the input department in charge, out of the issues corresponding to the check item to which the improvement required code is attached. Item 1. The company report diagnosis report creation device according to item 1.

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