JP2007080064A - Integrated progress management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an integrated progress management system for efficiently achieving the progress management of a task subject. <P>SOLUTION: A process flow defining part 101 of an integrated progress management system 1 defines a process flow. A progress block defining part 102 defines a progress block as the management unit of a task progress. A corresponding defining part 103 defines the correspondence between a process configuring the process flow and the progress block. A subject management part 104 manages the progress status of each subject to be processed according to the process flow by the unit of the progress block. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to an integrated progress management system that manages the progress of business matters.

Conventionally, various techniques for efficiently performing progress management of business case processing related to business using a workflow have been studied (see, for example, Patent Documents 1 to 4).
JP 2000-132386 A JP 2001-134668 A Japanese Patent Laid-Open No. 10-187859 Japanese Patent Application Laid-Open No. 8-190584

However, with these technologies, if there are many processing steps to execute a business case, or if the business department, company, system, etc. that perform each processing step are different, it is not possible to grasp the progress status of the business case. There was a problem that it was not easy and the progress of the business case could not be managed efficiently.
The present invention has been made in view of the above problems, and an object of the present invention is to provide an integrated progress management system capable of efficiently managing the progress of business matters.

  In order to solve the above problems, the invention described in claim 1 defines a process flow defining means for defining a process flow which is a process flow for performing a business, and a progress block as a business progress management unit. Progress block defining means, correspondence defining means for defining a correspondence relationship between the process and the progress block, and case management for managing a progress state for each case processed according to the process flow in units of the progress block And an integrated progress management system.

  According to the present invention, since the integrated progress management system manages the progress of the matter in units of progress blocks, when there are a large number of processes necessary for performing the business, the business department that performs the processing of each process, Even when companies, systems, and the like are different, the progress status of the project can be easily grasped, and the progress management of the project can be performed efficiently.

According to a second aspect of the present invention, in the integrated progress management system according to the first aspect, the case management means classifies and manages the case into an in-process case and an actual case.
According to this invention, it is possible to perform efficient management according to the progress state of the case by classifying the case into the in-process case and the actual case and managing them.

According to a third aspect of the present invention, in the integrated progress management system according to the first or second aspect, an in-progress matter progress management table for storing information relating to an in-progress matter, and an actual matter progress management table for storing information relating to an actual matter The case management means, when all of the process flow processing for the predetermined case is completed, stores the information related to the predetermined case from the in-progress case progress management table to the actual case progress management table. It is characterized by moving to.
According to the present invention, it is possible to accurately classify and manage the in-process matters and the actual matters according to the storage location.

The invention according to claim 4 is the integrated progress management system according to any one of claims 1 to 3, further comprising a collection unit that collects information about the case at a predetermined period, and the case management unit includes: Based on the information collected by the collecting means, the progress state of each progress block of the case is updated to the latest state.
According to the present invention, the progress state of each progress block can be managed in the latest state based on the collected information on the case, and the progress management of the case can be accurately performed for each progress block.

According to a fifth aspect of the present invention, in the integrated progress management system according to the fourth aspect, the case management unit generates a history of a process that has been completed based on information collected by the collection unit. It is characterized by.
According to the present invention, since a history of processes that have been processed is generated, progress management can be performed in units of processes in addition to progress management in units of progress blocks.

  According to the present invention, the integrated progress management system manages the progress of a matter in units of progress blocks. Therefore, when there are a large number of processes required to execute a business, a business department that processes each process, Even when companies, systems, and the like are different, the progress status of the project can be easily grasped, and the progress management of the project can be performed efficiently.

Hereinafter, embodiments of the present invention will be described with reference to the drawings.
FIG. 1 is a block diagram showing an overall configuration of an integrated progress management system 1 according to an embodiment of the present invention. As shown in the figure, the integrated progress management system 1 includes an integrated progress management server 100, a business process progress management server 200, a management terminal 401, and a client 400. They are connected via a communication network such as a LAN (Local Area Network) or the Internet.

Here, definitions of terms in the present embodiment will be described. The “business” in the present embodiment is the highest level unit for managing matters. For example, there are “computer software purchasing”, “customer information management”, “capital investment management”, and the like.
The “process flow” is a unit of the entire processing flow for managing a matter that belongs to a business. A plurality of process flows can belong to one business. The process flow includes, for example, “creation contract”, “work contract”, “dispatch work”, etc., which are handled in the business of purchasing computer software.

The “item” is a specific content of work to be processed according to the process flow. As a case, for example, “Create B system ordered by Mr. A” exists.
The “progress block” is a progress content defined as a business progress management unit in the entire process flow. For example, when the process flow is “creation contract”, “estimate request”, “estimate decision”, “acceptance process”, and the like exist as corresponding progress blocks.

A “process” is a process that constitutes a process flow, and a plurality of processes are associated with one progress block. For example, as a process corresponding to the progress block “quotation request”, there are “request processing in progress”, “waiting for a quote response” and the like.
FIG. 2 shows how each process constituting the process flow is defined as a “process”. FIG. 3 shows how a plurality of processes are blocked and defined as progress blocks (business progress management units).

(Process progress management server)
The process progress management server 200 is a server that collects and manages progress statuses related to business matters from a plurality of different systems. In the present embodiment, BizTalk (registered trademark) Server of Microsoft (registered trademark) is used as the process progress management server 200. In BizTalk (registered trademark) Server, the process of a business item is managed as an orchestration.

(Integrated progress management server)
The integrated progress management server 100 is a server that manages the progress of a matter by collecting information about the matter, such as the progress state of the matter, from the process progress management server 200 at a predetermined cycle.
As shown in FIG. 4, the process flow managed by the integrated progress management server 100 and its progress block are defined to correspond to the orchestration structure managed by the process progress management server 200. That is, the entire process flow managed by the integrated progress management server 100 corresponds to the main orchestration managed by the process progress management server 200, and the progress block managed by the integrated progress management server 100 is called from the main orchestration. Defined to correspond to each orchestration to be performed.

(Hardware configuration)
FIG. 5 shows a hardware configuration of the integrated progress management server 100. As shown in the figure, the integrated progress management server 100 stores a CPU (Central Processing Unit) 10a for controlling the entire server 100, a RAM (Random Access Memory) 10b for temporarily storing data, and a startup program. ROM (Read Only Memory) 10c, a hard disk device 10d for storing software for performing integrated progress management, an input device 10e composed of a keyboard and a mouse, a display device 10f composed of a liquid crystal display, It is comprised including.

The hard disk device 10d is provided with various databases for storing data. FIG. 6 shows an example of a database provided in the hard disk device 10d.
The business management master 11 is a database that stores information about a defined business. The business management master 11 is provided with “business name”, “business code”, “display order”, and “description” as data items.

The process flow management master 12 is a database that stores information about defined process flows. The process flow management master 12 is provided with “business code”, “process flow No.”, “number of item items”, and “item name” as data items.
The access authority management master 13 is a database that stores access authority for each user (administrator, user, etc.). The item type master 14 stores the item type (date, date, amount, text, etc.) related to the matter.

The progress block management master 15 stores information on the defined progress block. As shown in FIG. 7, the progress block management master 15 is provided with “process flow No.”, “progress block NO.”, And “orchestration No.” as data items.
The number-by-flow number management master 16 stores management numbers that are numbered by flow and item. The user master 17 stores information on users who use the integrated progress management system 1. The default value master 18 stores various default values such as the number of searchable items to be displayed on the client 400 and the display width.

The progress management table 20 includes a work-in-progress progress management table 20a for managing the progress of work-in-progress, and a result case progress management table 20b for managing actual cases.
The work-in-progress progress management table 20a includes a work-in-progress management table 21, a progress block history table (work-in-progress) 22, and a work-in-progress file management table 23.
The actual item progress management table 20b includes an actual item management table 24, a progress block history table (result item) 25, and an actual item file management table 26.

As shown in FIG. 7, the in-process case management table 21 and the actual case management table 24 are provided with “process flow No.”, “case management No.”, and “current progress block No.” as data items. .
The progress block history table (in-process item) 22 and the progress block history table (result item) 25 store a detailed history for each progress block. The detailed history is a process name that has been processed in the past among processes defined in association with each progress block, an execution date and time, and the like. In the progress block history table (in-process item) 22 and the progress block history table (result item) 25, as shown in FIG. 7, the data items include “process flow NO.”, “Item management NO.”, “Current progress block”. No. "," Job name ", and" Execution date / time / minute / second "are provided.

The in-process matter file management table 23 and the actual matter file management table 26 store information on the attached file for each matter. The file actual state table 27 stores actual attached file data.
The hard disk device 10d stores an application program for managing the integrated progress of cases. The application program includes a program for displaying various screens on the display device 10f. Hereinafter, an example of a screen displayed on the display device 10f is shown.

FIG. 8 is an example of the integration progress main screen G3. On the integrated progress main screen G3, the progress status of the business case is displayed for each progress block based on the data stored in the master 10 or the progress management table 20.
FIG. 9 is an example of a case progress detail screen G4. A case progress detail screen G4 shown in the figure is a screen G4 for a business case of dispatching software purchasing personnel. Detailed information for each progress block of the case is displayed on the case progress detail screen G4. Specifically, as shown in the figure, the detailed contents of the case, the progress block name, and the history of the process associated with each progress block are displayed.
FIG. 10 is an example of a business registration screen G10 used when defining a business. FIG. 11 is an example of a process flow definition screen G02 used when defining a process flow. FIG. 12 is an example of a progress block registration screen G03 used when defining a progress block.

(Functional configuration)
The functional configuration illustrated in FIG. 13 is realized in the integrated progress management server 100 by the hardware and software described above included in the integrated progress management server 100. Each function will be described below.
The process flow definition unit 101 includes a process flow registration screen G02, a process flow management master 12, and a program for registering data input from the process flow registration screen G02 in the process flow management master 12. And define the process flow.

The progress block definition unit 102 includes a progress block registration screen G03, a progress block management master 15, and a program for registering data input from the progress block registration screen G03 in the progress block management master 15. Define a progress block as a business progress management unit.
The correspondence definition unit 103 includes a progress block registration screen G03 and a progress block No. input from the progress block registration screen G03. And a process block management master 15 for storing process identification information (orchestration No.), and a program for storing information input from the progress block registration screen G03 in the progress block management master 15 Define the correspondence between business process and progress block.

The collection unit 105 collects information related to the case from the process progress management server 200 such as an event (estimate request sending, approval completion, etc.) and a progress state that occurred for the case in a predetermined cycle.
The case management unit 104 includes the master 10, the progress management table 20, and a program for operating these data, and manages the progress of each case in units of progress blocks. Managing means controlling the reading and writing of data and the screen display.

  In detail, the matter management unit 104 manages the matter to be managed by classifying the matter to be managed into an in-progress matter (hereinafter referred to as “work-in-progress matter”) and a matter for which business processing has been completed (hereinafter referred to as “actual matter”). . For this reason, when all the process flow processes for a predetermined case are completed, the case management unit 104 changes the storage location of information related to the predetermined case from the in-progress case progress management table 20a to the actual case progress management table 20b. Move to.

Further, the case management unit 104 updates and manages the progress state for each progress block of the case based on the information about the case collected by the collection unit 105.
Further, the case management unit 104 stores, in the progress block history table (in-process case) 22, a history of the process that has been completed based on the information collected by the collection unit 105.
Further, the integrated progress management server 100 has a function of registering a business name from the business registration screen G01 shown in FIG. The business registration screen G01 is provided with “business name”, “business code”, “display order”, and “description” as input fields. Data input from these input fields is stored in the business management master 11. Stored.
Further, the integrated progress management server 100 has a case registration function. The case registration function is a function for registering the case management number and item data (case name, registrant, registration date, product number, customer name, order request number, amount, etc.) in the in-progress case management table 21.

(Correspondence between screen and definition)
Next, with reference to FIG. 14, a correspondence relationship between the process, the progress block, and the integrated progress main screen G3 will be described. Correspondences between the progress blocks B1 to B5 and processes P1 to P17 shown in FIG. Actual business item processing is performed in units of processes, but on the integrated progress main screen G3, the progress of business items is not displayed in units of processes, but in units of blocks. For this reason, since the progress state for each case can be displayed in units of one line, the user can easily grasp the progress state visually and can efficiently manage the progress.

Next, each processing procedure will be described. Here, it is assumed that the process progress management server 200 has already defined an orchestration to be used in the following processing procedure.
[Business definition]
First, the procedure of business definition will be described. The administrator operates the management terminal 401 to give an instruction to display the business registration screen G01 shown in FIG. 10 on the display device 10f. The user inputs “business name”, “business code”, “display order”, and “description” on the business registration screen G01, and clicks an OK button B011. As a result, the integrated progress management server 100 registers the data input to the business management master 11.

[Definition of process flow]
Next, the process flow definition procedure will be described.
First, the administrator operates the management terminal 401 to activate the process flow definition tool. As a result, a business list is displayed on the screen. The user selects a business to register a process flow from the business list and performs an operation for registering a new process flow.
Thereby, the process flow registration screen G02 shown in FIG. 11 is displayed.
The user inputs “flow name”, “display order”, “type”, “description”, and “item item” from the process flow registration screen G02.
Next, in order to define a progress block associated with the process flow, the user double-clicks the cell f021 having the name “progress block item”.

[Definition and mapping of progress block]
Next, a procedure for defining the progress block and a procedure for associating the progress block with the process will be described.
When the cell f011 with the name “progress block item” is double-clicked on the process flow registration screen G02, the progress block definition unit 102 displays the block NO. Is automatically numbered. Then, the progress block definition unit 102 displays a progress block registration screen G03 shown in FIG. 12 on the display device 10f.
The user inputs a block name in the block name field f032 of the progress block registration screen G03.

  Next, the user clicks a read button B031 provided beside the orchestration name field f033. Thereby, the orchestration reference screen G04 shown in FIG. 15 is displayed. The user selects a desired orchestration name from the list displayed in the orchestration name selection field f041, and clicks an OK button B041. Thereby, the correspondence definition unit 103 returns to the progress block registration screen G03, and displays the selected orchestration name in the orchestration name field f033.

Next, the user selects a cell in the detailed history acquisition orchestration name field f034 and clicks a read button B032. Thereby, the detailed history orchestration reference screen G05 shown in FIG. 16 is displayed.
The user selects an orchestration name (process name) to be acquired as a history from the list displayed in the orchestration name field f051, and clicks an OK button B051. Thereby, the correspondence definition unit 103 returns to the progress block registration screen G03, and displays the selected orchestration name in the detailed history acquisition orchestration name field f034.

Next, the user clicks a registration button B033 on the progress block registration screen G03. Thereby, the correspondence definition unit 103 stores the data contents input on the process flow registration screen G02 and the progress block registration screen G03 in the process flow management master 12 and the progress block management master 15. Thereby, a progress block and a process are matched.
FIG. 17 is a diagram for explaining the association between a progress block and a process using the progress block registration screen G03. In the present embodiment, orchestration managed by the process progress management server 200 is used as a process associated (linked) with the progress block.

[Register Item]
Next, a procedure for registering a new case will be described.
For example, if the user has “Business Code” “201”, “Process Flow No.” “123”, “Matter Management No.” “SG00006790”, “Submitter Company Code” “1001”, “Submitter Department Code” “ 234560 ”,“ submitter personal code ”“ 514448400 ”,“ item data ”“ development 1,850,000 INET ”,“ number of attached files ”“ 2 ”,“ attached file name ”“ attached file 1.xls attached file 2 .Xls ”is input to the integrated progress management server 100, a new record shown in FIG. 18 is added to the in-process item management table 21, the in-process item file management table 23, and the file actual status table 27 of the integrated progress management server 10. Is done. It should be noted that “0” is set as an initial value in “current progress block No.” and “case management status” of the in-progress case management table 21.

[Progress status update processing of progress block]
Next, an operation for updating the progress state of the corresponding progress block at the start and end of the orchestration will be described.
First, the progress state update process in the in-process item management table 21 will be described with reference to the flowchart of FIG.
The collection unit 105 of the integrated progress management server 10 extracts orchestration start execution history acquisition target data from the process progress management server 200 at a predetermined cycle (step S101). The matter management unit 104 of the integrated progress management server 10 executes the flow NO. And project management NO. Are acquired (step S102).

Next, the case management unit 104 refers to the progress block management master 15 using “flow NO.” And “orchestration NO.” As keys, and acquires “current progress block NO.” (Step S103).
Next, the matter management unit 104 executes the flow NO. And project management NO. The acquired “progress block NO.” Is stored in “current progress block NO.” Of the work-in-progress management table 21 (step S104).
FIG. 20 is a diagram illustrating a specific example of the update of the in-process item management table 21 when “item management NO.” “457” and “orchestration NO.” “22” are input as input parameters.

[Progress block history creation process]
Next, a procedure of progress block history creation processing will be described with reference to the flowchart shown in FIG.
The collection unit 105 collects information related to the matter from the process progress management server 200 at a predetermined cycle (step S201), and determines whether the orchestration has been completed.
When the orchestration finishes execution, the matter management unit 104 sets the flow NO. And project management NO. Are acquired (step S202).
If the orchestration for which the execution end has been determined is a progress block detailed history acquisition target orchestration (step S203: Y), the orchestration execution history (process flow NO. , Item management No., progress block No., orchestration name) are stored (step S204).

[Result data movement processing]
Next, with reference to the flowchart shown in FIG. 22, the procedure of performance data movement processing will be described.
The collection unit 105 collects information related to the matter from the process progress management server 200 at a predetermined cycle (step S301), and determines whether the orchestration has been completed.
The matter management unit 104 displays the flow NO. And project management NO. Are acquired (step S302). When the integrated progress block corresponding to the orchestration that has been executed is the final progress block (step S303: Y), information on the matters stored in the work-in-progress management table 21 and the progress block history table (work-in-progress) 22 Are moved to the result case management table 24 and the progress block history table (result case) 25 of the result case progress management table 20b (step S304).

FIG. 23 is a diagram illustrating a flow from when a case is registered and when processing of the case is started to when it ends. First, when a user registers a case in the integrated progress management server 100, the case management NO. Are numbered (step S401) and registered in the progress management table 20 (step S402).
A file of information about the matter (process flow No., matter management No., etc.) is transmitted to the process progress management server 200 (step S403), and the process progress management server 200 associates the input information with the progress of the orchestration. Management is performed.

The integrated progress management server 100 updates the progress management table 20 at the start (step S404) and end (step S405) of the orchestration process in the process progress management server 200.
As described above, since the integrated progress management system 1 can manage the progress of the matter in units of progress blocks defined by the user, when there are a large number of processes required to perform the business, Even when the business department, company, system, etc. that process each process are different, the progress status of the case can be easily grasped, and the progress management of the case can be performed efficiently.

The various data configurations and display screens described in the above-described embodiments are merely examples, and various modifications can be made within the scope of the technical idea of the present invention.
In the above-described embodiment, the process progress management server 200 has been described as using BizTalk (registered trademark) Server of Microsoft (registered trademark). However, the present invention is not limited to this, and a process can be defined. Any server with software installed may be used.
Moreover, although the integrated progress management function in the integrated progress management system 1 has been described as being provided by the integrated progress management server 100 and the process progress management server 200, the present invention is not limited to this, and three or more devices Or a single device may be provided.

  It can be used to manage the progress of all types of work.

It is a block diagram which shows the whole structure of the integrated progress management system which concerns on embodiment of this invention. It is a figure which shows a mode that each of the process which comprises the process flow which concerns on the embodiment is defined as a "process." It is a figure which shows a mode that the some process which concerns on the embodiment is defined as a progress block. It is a figure which shows the correspondence of the process flow and progress block managed with the integrated progress management server which concerns on the embodiment, and the orchestration structure managed with a process progress management server. It is a figure which shows the hardware constitutions of the integrated progress management server which concerns on the embodiment. It is a figure which shows an example of the database provided in the hard disk apparatus of the integrated progress management server which concerns on the embodiment. It is a figure which shows the data structure of the various databases which concern on the embodiment. It is a figure which shows an example of the integration progress main screen which concerns on the embodiment. It is a figure which shows an example of the item detail reference screen which concerns on the embodiment. It is a figure which shows an example of the business registration screen which concerns on the embodiment. It is a figure which shows an example of the process flow registration screen which concerns on the embodiment. It is a figure which shows an example of the progress block registration screen which concerns on the embodiment. It is a block diagram which shows the function structure of the integrated progress management server which concerns on the embodiment. It is a figure explaining the correspondence between the process which concerns on the embodiment, a progress block, and an integrated progress main screen. It is a figure which shows an example of the orchestration reference screen which concerns on the embodiment. It is a figure which shows an example of the detailed log | history orchestration reference screen which concerns on the embodiment. It is a figure for demonstrating matching with the progress block and process using the progress block registration screen which concerns on the embodiment. It is a figure which shows the new record added when the case which concerns on the embodiment is registered. It is a flowchart which shows the update process of a progress state in the case management table which concerns on the embodiment. It is a figure which shows the specific example of an in-process matter management table update which concerns on the embodiment. It is a flowchart which shows the progress block log | history production process which concerns on the embodiment. It is a flowchart which shows the performance data movement process which concerns on the same embodiment. It is a figure which shows the flow until it complete | finishes after the process of the case which concerns on the embodiment is started.

Explanation of symbols

1 Integrated Progress Management System 100 Integrated Progress Management Server 10a CPU, 10b RAM, 10c ROM, 10d Hard Disk Device, 10e Input Device, 10f Display Device,
10 master, 11 business management master, 12 process flow management master, 13 access authority management master, 14 item type master, 15 progress block management master, 16 flow numbering management master, 17 user master, 18 default master 20 progress Management table, 20a In-progress matter progress management table, 20b Actual matter progress management table, 21 In-progress matter management table, 22 Progress block history table (in-progress matter), 23 In-progress matter file management table, 24 Actual matter management table, 25 Progress block history Table (actual matter), 26 actual matter file management table, 27 file actuality table 101 process flow definition unit, 102 progress block definition unit, 103 correspondence definition unit, 104 matter management unit, 105 collection unit 200 process progress management server 4 00 Client 401 Management terminal

Claims (5)

A process flow definition means for defining a process flow that is a flow of a process for performing a business;
A progress block defining means for defining a progress block as a management unit for business progress;
Correspondence definition means for defining a correspondence relationship between the process and the progress block;
An integrated progress management system comprising: a case management unit that manages a progress state of each case to be processed according to the process flow in units of the progress blocks. The matter management means
The integrated progress management system according to claim 1, wherein the case is managed by being classified into an in-process case and a result case. In-progress matter progress management table that stores information related to in-process matters,
And an actual case progress management table for storing information on actual cases,
The matter management means
The storage location of information related to the predetermined matter is moved from the in-progress matter progress management table to the actual matter progress management table when all of the process flow processes for the predetermined matter are completed. Or the integrated progress management system according to 2. It further comprises a collecting means for collecting information on the matter at a predetermined cycle,
The matter management means
The integrated progress management system according to any one of claims 1 to 3, wherein the progress state of each progress block of the case is updated to the latest state based on the information collected by the collecting unit. The matter management means
The integrated progress management system according to claim 4, wherein a history of a process that has been processed is generated based on information collected by the collection unit.

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