JP2008004028A - Proposition pattern generation method and proposition pattern generation processing system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a proposal creation system, since there is no a proposal creation system which can perform easily a creation of a proposal which has incorporated a transcription comparison checking to a content of a past proposition, in a proposal format which reflects a customer taste to a proposal color tone, a written sequential order and a layout etc. in a proposal creation of a service provision to a customer. <P>SOLUTION: The proposal creation system has a proposal format DB, an offering service DB, a basic condition DB holding a condition on offer of an offering service and the content of proposition, and a customer DB holding the content of provided service for every customer. From a customer questionnaire survey, it indicates to the proposal format united with the customer taste the content of proposition indicated with a keyword representation collated/analyzed by a representation given in the past proposition and a keyword representation collated/analyzed, and creates the proposal. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention relates to the creation of proposals according to customer demands. In particular, customer requests are collected by questionnaires, and the format of proposals according to customer demands and points for describing the proposals are described based on the collected customer information. It relates to the creation of written point forms.

In providing proposals to customers, service providers conduct proposal activities in line with customer requests and conduct sales activities to realize transactions. Conventionally, when making a proposal to a customer or responding to a proposal request from a customer, the following procedure is used.
1) Present and explain the proposal contents to the customer when the proposal is generated, and collect information desired by the customer.
2) Based on the information collected from customers, create proposals that reflect customer preferences and reflect customer preferences and make proposals to customers.

  With the recent development of technology such as computer graphics, various proposals can be expressed. For this reason, the impression of seeing the proposal before the customer sees the contents of the proposal is also important. In addition, it is important to collect customer information by utilizing network technology that has been developed recently, such as the Web, and to create a proposal reflecting the customer's intention. It is also important to reflect different preferences for each customer in the proposal.

  For example, a public competition manager has a central manager and a local manager, and the services provided by the manager are characterized by each manager. For this reason, even when creating a proposal for the same service provision, it is easy to create without taking much man-hours, including the difference in operation between operators and the impression of looking at a proposal reflecting different preferences. This is very important.

Patent Document 1 discloses a technique for negotiating with a customer and making a proposal based on purchase barrier holding information that has a room for negotiation, from customer information collected by a product provider such as an automobile via the Internet. ing. However, a technique for creating a proposal that reflects customer preferences such as a proposal layout is not disclosed.
JP 2002-312561 A

  The problem to be solved is the creation of a proposal for providing services to customers, which includes an expression format that compares and collates with past proposal contents in a proposal format that reflects customer preferences such as proposal color tone, description order, layout, etc. There is no proposal creation system that makes it easy to create proposals.

  A first invention is a proposal format DB that holds a format of a proposal to be proposed to a customer, a provided service DB that holds a service content to be provided, a basic requirement on service provision, and a basic requirement DB that holds the content of the proposal, A customer DB that holds the service contents provided for each customer, and a proposal pattern in a proposal pattern creation processing system that creates a proposal format and a description point form that describes points for describing the proposal. It is a creation method.

  The customer request is collected by the customer survey of the service, the keyword related to the proposal format and the keyword related to the basic requirements for providing the service are extracted from the collected customer request, the keyword related to the extracted proposal format and the customer The proposal format of the proposed proposal is compared with the selected proposal format, the basic requirement and the proposal content are extracted from the keywords related to the extracted proposal contents, and the selected proposal format is created and extracted. Create a written point form that describes the basic requirements and proposals.

  According to a second aspect of the present invention, there is provided a proposal pattern creation processing system including a dictionary DB that holds the representation of the customer related to the basic requirements collected in the survey in the proposal pattern creation processing system of the first invention. Is the method.

  A procedure for selecting an expression by comparing the keyword related to the extracted proposal content with an expression held in the dictionary DB, and creating a description point form that expresses a proposed point by the selected expression is further added.

In the third invention, the proposal format in the proposed pattern creation method of the first invention is composed of at least items of the color tone of the proposal, the order of the arrangement and the layout of the center of the illustration or the center of the text.
A fourth invention is a proposal pattern creation processing system for creating a description point in which a proposal format to be proposed to a customer and a proposal point described in the proposal are described.

  The proposal pattern creation processing system includes a proposal format DB that holds a proposal format, a provided service DB that holds service contents to be provided, a basic requirement DB for service provision and a basic requirement DB that holds proposal contents, and a customer A customer DB that holds the contents of each provided service, and extracts keywords related to the proposal format and keywords related to basic requirements for service provision from the customer requests collected from the customer, and the past from the extracted keywords The proposal format is selected by comparing with the proposal format of the proposal already provided in the table, the basic requirements and the proposal content are extracted from the keywords related to the extracted proposal content, and the selected proposal format is created and extracted. Create a written point form that describes the basic requirements and proposals.

  In accordance with the present invention, the proposal format that reflects the customer's preference in the proposal format that reflects the customer's preference in the proposal color tone, description order, layout, etc. Easy to create.

(Example 1)
FIG. 1 is a diagram showing the configuration of a customer proposal pattern creation processing system of the present invention. Here, the proposal pattern is a description point form that describes the format of the proposal to be proposed to the customer and the points of the contents described in the proposal. The proposal pattern creation processing system is a terminal 1 that inputs basic information for creating a proposal based on customer questionnaire results and past customer information, and a proposal pattern creation processing unit 2 that creates a proposal pattern based on information from the terminal 1. , A printer 3 that prints the proposal pattern created by the proposal pattern creation processing unit 2, and a file 4 that holds the proposal pattern. Based on the collected questionnaire results, a proposal format and a written point form as an appropriate proposal pattern for the customer Is output.

  The proposal pattern processing unit 2 is a questionnaire capture processing unit 11 that takes in customer information such as questionnaire results, a questionnaire analysis processing unit 12 that analyzes customer information such as questionnaire results, and a DB that holds data for creating a proposal pattern ( Data Base) 13, a DB collation processing unit 14 that creates a proposed pattern by collating the analysis result of the questionnaire analysis processing unit 12 with the contents of the DB 13, and an output processing unit 15 that outputs the created proposed pattern to the printer 3 and the file 4. Constitute. The DB 13 includes a proposal format DB, a provision service DB, a basic requirement DB, a questionnaire item DB, a customer DB, and a dictionary DB, which will be described later.

FIG. 2 is a diagram showing a processing procedure of the proposed pattern creation processing system of the present invention.
S1, S2: For a customer who makes a proposal, a questionnaire item is output from the proposal pattern creation processing system, a questionnaire is created, and a questionnaire is conducted. In conducting a questionnaire, information is collected using a Web questionnaire site. Or visit directly and get answers through questionnaires.
S3: The questionnaire is analyzed.
S4: The DB is accessed, the questionnaire result is compared with the DB information, and a proposal pattern is created.
S5: The created proposal format and written point form are output as a proposal pattern.

FIG. 3 is a diagram showing the configuration (part 1) of the DB of the present invention. FIG. 4 is a diagram showing the configuration (part 2) of the DB of the present invention. A proposal format DB, a provided service DB, a basic requirement DB, a questionnaire item DB, a customer DB, and a dictionary DB are shown.
1) Proposal format DB
This DB holds format information of proposals provided to customers. There are three stages, Category 1, Category 2, and Category 3. The category 1 includes a color tone relating to the color of the entire proposal, an order of ordering and showing the order of ordering and a layout concerning the expression format of the proposal contents.

  Basic colors, number of colors, light and shade, and contrast are used as hues. The basic colors include “blue” when the base color is blue, and “green” when the base color is green. In addition, there are three, four, and five colors as the number of colors, “dark” and “light” as shades, and “strong” and “weak” as contrasts.

  Regarding the order of starting and rolling, the order of “contracting and rolling” and “conclusion”, which are described in the order of the order and rolling, are described below in the order of the starting and rolling. “Conclusion” is described as “Conclusion” with “Conclusion” described below. There is no category 3.

As the layout, “illustration center”, which mainly describes illustrations, “text center”, which also includes detailed explanations in addition to figures, and “bullet texts” which are described in the form of bullets instead of sentences. “Center” can be selected. There is no category 3.
2) Provided service DB
It is a DB that holds services provided in public competitions. The service is divided into the existing service and the new service, and each of them provides services for horse racing, bicycle racing, and boat racing. The difference between the existing service and the new service is separated by year, and the service provided up to the previous year is regarded as the existing service.
3) Basic requirement DB
It is a DB that holds the contents of proposals and the contents of consideration when proposing a case for providing a service to a customer. Corresponding to basic requirements, it consists of three categories: requirement items, consideration items, and proposal items. The requirement items correspond to the requirement items of the questionnaire items described later.

  As the requirement items for the service provision, there are items such as operation improvement, system improvement, cost reduction, maintenance support, network improvement, and new service provision. Also. It can be added as needed.

  The consideration item indicates a problem to specifically examine and consider the requirement item, and the proposal item is a content specifically proposed to the customer for each consideration item. For example, with respect to “operation improvement”, consideration items include “automation” and “time reduction” in addition to “operation improvement”. For example, even if a customer expresses “operation improvement” in a questionnaire, the meaning may mean “automation” or “time reduction”. ing. Proposal items for “automation” and “time reduction” allow the user to refer to “automation” or “time reduction” in the consideration item of “system improvement” describing specific proposal contents. Proposal items for “operation improvement” include “removal of unnecessary parts of operation work”, “consolidation of operation work”, and the like.

  On the other hand, there are “automation”, “time reduction”, “extensibility”, “stability”, “reliability”, and “high security” as consideration items of “system improvement”. There are "Saved data library (automatic saving)", "Schedule of operation (automatic execution)", "Operational AI", and "Operational ASP". There are "acceleration of processing", "acceleration of batch processing", and "acceleration of DB processing". In addition, as shown in FIG. 3, there are “specs up” and “data area expansion” for “expandability”, “24-hour operation” for “stability”, etc. For “security”, “double” and the like have “authentication” for “high security” and the like.

  Regarding “cost reduction”, there are “reduction of labor costs”, “reduction of management costs”, and “reduction of maintenance costs” as consideration items, and there are proposal items such as “specialized support contract” corresponding to each consideration item. The proposal item of “maintenance cost reduction” refers to “maintenance cost reduction” of cost reduction. Regarding the requirement item “maintenance support”, there are “maintenance cost reduction” and “maintenance manual” as consideration items.

In addition, there are requirement items of “network improvement” and “new service provision”, each holding a consideration item and a proposal item.
4) Questionnaire item DB
The questionnaire items are composed of category 1, category 2, and selection items. Category 1 includes “competition names” that define major competitions of public competitions, “proposal formats” that correspond to the format of proposals, “requirements” that specify specific proposal items related to equipment or systems, requirements There is a “condition” that represents a condition for embodying, a “request” that a customer has requested to implement the requirement, and a “preference” that reflects the interest / preference field of the customer.

  Category 2 is an item that complements category 1, and decomposes the contents of category 1 with respect to “proposal format”, “requirement”, and “request”. Further, “requirement” corresponds to “requirement item” of the basic requirement DB as described above.

The selection items are items indicating specific examples of category 1 and category 2. The “requirements” and “request” items are linked to the consideration items of the basic requirement DB.
5) Customer DB
It is a DB that holds information such as provided services for each customer. Based on the customer code, customer name, and contact information, the service provided, the proposed proposal and its points are retained. The proposed service can be linked to the provided service shown in FIG. 3 and linked to the proposed proposal of the target customer along with the customer code.

  Proposed proposals have items such as proposal number, color, order of change, layout, and questionnaire result points, and hold proposal results for items corresponding to category 1 of the corresponding proposal format DB shown in FIG. ing. The questionnaire result point item holds the customer's desired points from the result of the customer questionnaire conducted in preparing the proposal.

For example, by selecting “AA Service” of the existing service, it is possible to search for proposal numbers “050-0010” and “05-0012” for AX Corporation together with the customer code “010”, and the corresponding proposal From the number, the customer's preference can be found as the color tone of the proposals in the past, "Preceeding with a conclusion that emphasizes the overall contrast in light blue".
6) Dictionary DB
It is a DB that holds keywords such as expressions described by customers in questionnaires. It consists of keywords and corresponding consideration items. Corresponding consideration items are linked to 3) Basic requirement DB consideration items in FIG. Here, there is “time reduction” as a corresponding consideration item corresponding to the keywords “time” and “long time”, and the keyword “cost”. Corresponding to “cost”, there are “labor cost reduction”, “management cost reduction”, and “maintenance cost reduction”, which are linked to the consideration items of “cost reduction” in the basic requirement DB.

  FIG. 5 is a diagram showing the questionnaire items of the present invention. The information about the customer and the column of Q & A are added to the items of the questionnaire item DB in FIG. The customer information includes a description code point item in addition to the customer code, customer name, and contact information. For “Requirements”, “Conditions”, “Requests”, “Preferences”, and “Q & A”, the contents of the questionnaire described by the customer are described. The description content point is held in the questionnaire result point item of the proposed proposal in the customer DB of FIG.

  FIG. 6 is a diagram showing a proposed pattern of the present invention. Consists of 1) proposal format and 2) description point form. Proposal format is “cover”, “introduction”, “table of contents”, “back cover” and “start”, “approval”, “conclusion” procedures corresponding to the order in which the contents are listed It shows the proposal format when starting the description, and the description contents in "T".

  The description point form describes the items to be described and points to be noted when writing. It consists of “Item”, “Description policy”, “Requirement”, and “Condition” as items.

  “Case” is the subject of the proposal related to the basics of the proposal, and describes the service to be proposed. The “description policy” describes the concept of the layout proposal format for selecting the color of the proposal, the order in which the proposals will be transferred, and whether to express in the form of an illustration or text. “Requirements” describes items for specifically realizing “items” proposed from questionnaire results. Based on the customer expression in the questionnaire, express what the customer wants based on the “description policy”. “Condition” actually provides the content of the proposal and describes the condition for realizing the proposed subject such as the period until the service is started in “Condition”.

  FIG. 7 is a diagram showing an example of a questionnaire result of the present invention. The example of the questionnaire result which concerns on operational improvement is shown with respect to the existing AA service of horse racing.

  The main issue of operational improvement is to shorten the current operation time, and the cost reduction centering on labor cost is the subject of the proposal. Providing services with improved operation is required to operate in six months. In addition, the proposal format shows the result that "the conclusion is first described based on the blue color, and is described mainly in the order of" start "," approval ", and" turn ".

FIG. 8 is a diagram showing an example of DB collation / analysis for creating a proposed pattern according to the present invention. Based on the questionnaire results shown in FIG. 7, the DB is accessed to select and create a proposal pattern.
S6: A basic color “blue” is selected from the proposal format DB. The number of other colors, light and shade, and contrast are selected from the results of past proposals from the proposed service in S8. If it can be selected from the questionnaire results, this step is performed.
S7: Similarly, the order of starting and rolling is selected in the order of starting and rolling where “conclusion” is first described, and the layout centered on the diagram is selected.
S8: The provided service DB is accessed, and “existing service” and “AA service” of “horse racing” are selected. Here, “3 colors”, “light”, and “strong”, which are items other than “blue” in the proposal format, are selected from the provided proposal.
S9: Access the basic requirement DB and extract “operation improvement”. Select "Operation improvement" as the consideration item, and obtain "Remove unnecessary parts of operation work", "Centralization of operation work", "Re-systemization of operation work", and "Review of operation work" from the proposal items .
S10: The basic requirement DB is accessed, and for “time reduction”, “acceleration of save processing”, “acceleration of batch processing”, “DB processing” is selected from the proposal items of “time reduction” of system improvement as a reference destination. Speed up ”and“ spec up ”.
S11: Similarly, from the proposal item of “automation”, which is a system improvement consideration item that is a reference destination of “automation”, “save data library (automatic save)”, “operation scheduling (automatic execution)”, “operation AI” ”,“ ASP operation ”.
S12: Access the basic requirement DB and extract the consideration items “reduction of labor costs”, “reduction of administration costs”, and “reduction of maintenance costs” of the “cost reduction” of the requirement items. For “labor cost reduction”, the proposal items obtained in S11 and the same proposal items obtained in S10 are obtained by accessing the consideration items “automation” and “time reduction” of the requirement item “system improvement”. For “management cost reduction”, in addition to the proposal items of “time reduction” and “automation” obtained in S10 and S11, a “special support contract” is obtained. Furthermore, a “maintenance support contract” is obtained from the “maintenance cost reduction” proposal item.

  The period from the collation / analysis result to the operation is set to 6 months, and the proposal format and description point form describing the above contents are output from the proposal pattern creation processing unit.

  FIG. 9 is a diagram showing an output example (proposed document format) of the proposed pattern of the present invention. FIG. 10 is a diagram showing an output example (description point form) of the proposed pattern of the present invention. A description point form in which the proposal format extracted and selected in S6 to S12 and keywords on the description are described is shown.

  The proposal item “To Horse Racing AA Service” is described in the order of “Consecution” and centered on the illustration, and indicates the policy for creating a proposal in a “blue” color scheme. The proposal items extracted in S9 to S12 are described for the operational improvement of the proposal item. Further, “condition” indicates operation after 6 months.

  From the obtained proposal format and written point form, output the “suggested format with 3 colors in blue and lighter contrast”, and the results of collation / analysis from S7 to S12 and operation after 6 months Considering the contents written in the form for the proposal items related to the operational improvement of the horse racing AA service, the proposal is prepared.

  Also, if there is a customer-specific expression in the expression described in the contents obtained by the questionnaire, the dictionary DB is accessed and collated with the expression held in the dictionary DB and described in the description point form. If there is a new expression, it is registered in the dictionary DB.

It is a figure which shows the structure of the customer proposal pattern creation processing system of this invention. It is a figure which shows the process sequence of the proposal pattern creation processing system of this invention. It is a figure which shows the structure (the 1) of DB of this invention. It is a figure which shows the structure (the 2) of DB of this invention. It is a figure which shows the questionnaire item of this invention. It is a figure which shows the proposal pattern of this invention. It is a figure which shows the example of the questionnaire result of this invention. It is a figure which shows the example of DB collation and analysis of the proposal pattern preparation of this invention. It is a figure which shows the output example (proposal document format) of the proposal pattern of this invention. It is a figure which shows the output example (description point form) of the proposal pattern of this invention.

Explanation of symbols

1 Terminal 2 Proposal Pattern Creation Processing Unit 3 Printer 4 File 11 Questionnaire Capture Processing Unit 12 Questionnaire Analysis Processing Unit 13 DB
14 DB collation processing unit 15 Output processing unit

Claims (4)

Proposal format DB that holds the format of the proposal to be proposed to the customer, provided service DB that holds the service content to be provided, basic requirements on providing the service and basic requirement DB that holds the content of the proposal, provided for each customer A method for creating a proposal pattern in a proposal pattern creation processing system that includes a customer DB that holds service contents, and that creates a proposal format and a description point form that describes points for describing a proposal,
Collect customer requests by customer survey of the service,
Extract keywords related to proposal format and keywords related to basic requirements for service provision from the collected customer requests,
The keyword related to the extracted proposal format is compared with the proposal format of the proposal proposal proposed to the customer, and the proposal format is selected.
Extract basic requirements and proposal contents from the keywords related to the extracted proposal contents,
A method for creating a proposal pattern in a proposal pattern creation processing system, characterized in that the creation of the selected proposal format and a description point form in which the extracted basic requirements and proposal contents are described are created. The proposed pattern creation processing system according to claim 1, further comprising a dictionary DB that holds expressions of the customers related to the basic requirements collected in the survey,
Select an expression by matching the keyword related to the extracted proposal content with an expression held in the dictionary DB,
The method for creating a proposal pattern according to claim 1, further comprising a step of creating a description point form that represents a proposed point by the selected expression.   2. The proposal pattern according to claim 1, wherein the proposal format in the method for creating a proposal pattern comprises at least the color of the proposal, the order of the arrangement, and the layout of the center of illustration or the center of text. Proposed pattern creation method in creation processing system. A proposal pattern creation processing system that creates a description point that describes a proposal format to be proposed to a customer and a proposal point to be described in the proposal,
The proposed pattern creation processing system
A proposal format DB that holds the proposal format;
Provided service DB that holds the service content to be provided;
A basic requirement DB that holds basic requirements for service provision and the contents of the proposal;
A customer DB that holds the contents of services provided for each customer;
And extract keywords related to the proposal format and basic requirements for service provision from the customer requests collected from the customer,
Select the proposal format by comparing with the proposal format of the proposal provided in the past from the extracted keyword,
Extract basic requirements and proposal contents from the keywords related to the extracted proposal contents,
A proposal pattern creation processing system characterized by creating a description point form that describes creation of the selected proposal format and the extracted basic requirements and proposal contents.

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