JP2008129681A - Optimal estimation support system concerning system configuration article - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an optimal estimation support system concerning a system configuration article for reducing workloads relating to estimation comparison from a selling company relating to system configuration article delivery, the validity confirmation of estimation content and the optimal estimate submission to a customer from a system engineer. <P>SOLUTION: In this optimal estimation support system in which a selling company estimation input terminal 101 for enabling a selling company to input estimation and an estimation management server 102 for enabling a company in charge of system configuration article delivery to manage estimation are freely communicatively connected through an information network 151, and an estimation management terminal 103 and an estimation management server 102 to be used as a terminal by the company in charge are freely communicatively connected, the estimation management terminal 103 is provided with a means which compares the evaluation criterion value of preliminarily input estimation evaluation reference information 113 with the evaluation value of estimation evaluation information 114 according to an estimation evaluation standard information input screen to be provided from an estimation evaluation function part 122, and extracts a selling company whose evaluation value is not less than evaluation reference value. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention provides an estimate comparison from a sales company involved in system component procurement (hereinafter referred to as a sales company), validity confirmation of the estimate contents, quick re-estimation and re-evaluation relating to change of the estimate conditions, and optimum estimate for the customer. The present invention relates to an optimum estimation support system related to system components for reducing the workload associated with document submission from system engineers.

A wide variety of products are provided from various vendors for the hardware and software constituting the system computer. Furthermore, each product has various functions, and when combined with functions, specifications, licenses, etc., there are cases where the product types become enormous.
System engineers need to make proposals for system construction after understanding the use and functions of a wide variety of products and systems.
In addition, from the product system, the products that exist at the end, the linkage of each product, the merits and demerits of competitive products, are grasped and the most important, whether the estimated price is an appropriate price, is proposed to the customer Must.

As described above, since there are a wide variety of products and systems, it is not realistic to understand and grasp the functions and specifications of these products, and it is a factor that presses down on the design work that is the original main work.
Based on these issues, in order to reduce the workload, it is well known that the best configuration selection and estimation of products that implement the functions to be implemented in the system are outsourced to sales companies specializing in distribution products. ing.
In addition, there exists the following patent document 1 as a well-known technical document relevant to this invention.
Japanese Patent Laid-Open No. 2003-296611

  However, depending on the sales company, there are variations in skills, know-how, etc., and it is difficult to judge the contents of the estimate and the appropriateness of the estimated amount from only one company's estimate. Therefore, by taking a phase estimate from a plurality of sales companies, it becomes possible to compare one estimate content and confirm the validity of the estimate content.

  However, taking a phase estimate causes a new workload to compare the phase estimates. Normal quotes only include the number of items, quantity, and price, and there is no reason for the quote, so the person who received the quote needs to check and confirm each item one by one, The load on the person in charge increases. In some cases, an estimate is prepared by changing the estimate conditions according to customer needs. Patent Document 1 does not solve the above-described problem.

  In view of the above situation, the present invention provides an estimate comparison from a sales company related to system component procurement, a validity check of estimate contents, a quick re-estimation and re-evaluation relating to a change in estimate conditions, and an optimal estimate submission to a customer. It is an object of the present invention to provide an optimum estimation support system related to a system component that reduces the work load related to the system from the system engineer.

In order to solve the above problems, the present invention provides the following configurations.
In the invention according to claim 1, a sales company quotation input terminal for a sales company to input a quotation and a quotation management server for a company in charge of system component procurement to manage a quotation communicate via an information network. An optimal estimate support system in which the estimate management terminal used as a terminal by the responsible company and the estimate management server are freely connected to each other,
The estimate management server is an estimate that becomes sales company estimate information created by the sales company, estimate condition information created based on an estimate condition document and procurement specification from a customer, and reference information related to estimate evaluation specified by the responsible company. A database for storing and managing evaluation criteria information and estimate evaluation information for evaluating estimates;
A sales company communication function unit having a communication function with the sales company estimate input terminal, an estimate evaluation function unit having a function for evaluating an estimate, an estimate condition creating function unit having a function for creating an estimate condition, and creating an estimate An estimate management program consisting of an estimate creation function unit having a function to
The estimate management terminal is configured to input the estimate condition information on an estimate condition input screen provided from an estimate condition creation function unit of the estimate management server based on an estimate condition document and a procurement specification from a customer; ,
When the estimation condition is input, means for designating one or a plurality of sales companies requesting the quotation on the sales company quotation request screen provided from the estimation condition creating function unit;
Means for transmitting information for notifying a request for quotation to a sales quotation input terminal of a designated sales company via the information network by the sales company communication function unit;
Means for inputting estimated evaluation criterion information by the estimated evaluation criterion information input screen provided from the estimated evaluation function unit, and means for setting an evaluation point according to the degree of importance of the evaluation items;
Means for comparing the evaluation criterion value of the estimated evaluation criterion information inputted in advance with the evaluation value of the estimated evaluation information, and extracting a sales company having an evaluation criterion value or more;
A means for confirming and inputting the sales company by selecting the sales company that presented the best estimate by the estimate evaluation information reference screen provided from the estimate evaluation function unit,
A means of displaying data relating to the confirmed sales company quote information;
Using the estimate creation function unit, and a means for creating a quote based on the determined sales company estimate information,
The sales company quotation input terminal uses an identification symbol to access a quotation management server;
Means for inputting a cost estimate based on the estimate condition information;
Means for registering the entered estimate in the seller estimate information of the database;
The present invention provides an optimum estimate support system according to a system component, comprising means for notifying the estimate management server that an estimate has been answered after the estimate is registered.

In the invention according to claim 2, the estimate management server stores product estimate comparison information in which the contents of the sales company estimate information are evaluated based on the estimate evaluation reference information in the database,
The estimate evaluation function unit reads a quote for each product of the sales company from the sales company quotation information;
Means for comparing the read estimate with the estimated price of the product existing in the product estimate comparison information;
When the read estimated price is the cheapest, the estimated price of the sales company is stored in the lowest price column of the product estimate comparison information, and the sales company name of the sales company is stored in the sales company name of the lowest price column;
A means for calculating the average price of the product based on the estimated price of the product of all the sales companies read, and storing the average price in the product quotation comparison information;
A means of calculating a percentage difference between each product and the lowest price of the product, and calculating an estimated percentage difference;
Means for comparing the estimated difference rate with an estimated difference evaluation index of estimated evaluation reference information input in advance;
2. The apparatus according to claim 1, further comprising means for comparing the value of the evaluation item of the estimated evaluation criterion information inputted in advance and each data of the sales company estimation information in order to comprehensively evaluate the estimation of the sales company. An optimal estimation support system for system components is provided.

  According to a third aspect of the present invention, when the estimate condition of the customer or the company in charge is changed, the estimate management terminal changes the estimate condition by the estimate condition input screen provided from the estimate creation function unit. And a means for registering the changed estimation condition in the estimation condition information of the estimation management server. Is.

  According to a fourth aspect of the present invention, when the estimate management terminal makes a re-estimate request, means for designating a re-estimate request distributor on the distributor estimate request screen provided from the estimate creation function unit, and a re-estimate request 4. An optimal estimate support system according to claim 1, further comprising means for notifying a sales company of a re-estimation request.

According to the first aspect of the present invention, the following effects can be obtained.
(1) Optimal estimate support system related to system components that reduces the workload associated with quotation comparisons from sales companies involved in system component procurement, validity verification of estimate contents, and submission of optimal quotations to customers from system engineers Can be provided.
(2) The sales company's estimate for system components can be evaluated at a low cost and quantitatively based on the sales company's estimate evaluation information as well as the estimated total amount. A partner can be selected.
(3) By providing sales company quotation information that is a pre-established company's quotation format, it is possible to evaluate sales company's quotations side by side without converting the quotation from each sales company into the format of the company in charge. Therefore, it is possible to shorten the work time for estimated scrutiny, estimated amount confirmation, comparative evaluation and the like.
(4) It is possible to respond to inquiries about procurement of system components from customers efficiently in a short time and flexibly to estimate conditions, and it is possible to present a highly accurate estimate to customers in a short time. Become.

  According to the invention described in claim 2, in addition to the effect of the invention described in claim 1, the product estimate comparison information can confirm the most advantageous estimate for each product and the sales company that presented it, and the product It is possible to determine the estimated price and the validity of the product configuration, and it is possible to present a more accurate product configuration and estimate to the customer.

  According to the invention described in claim 3, in addition to the effect of the invention described in claim 1 or 2, even if the estimation conditions for system component procurement are changed, an estimate under the changed conditions is quickly obtained from the sales company. It becomes possible to do.

  According to the invention of claim 4, in addition to the effects of the inventions of claims 1 to 3, a re-estimation request can be easily made.

Hereinafter, embodiments of the present invention will be described with reference to the drawings showing examples.
FIG. 1 is a configuration diagram of an optimal estimate support system according to a system component showing an example of an embodiment of the present invention. The optimal estimate support system according to a system component is a sales company estimate for a sales company to input an estimate. An input terminal 101 and an estimate management server 102 for managing an estimate by a company in charge of system component procurement are connected via an information network 151 so that the estimate company 103 can be used as a terminal by the company in charge. And the estimate management server 102 are communicably connected.

  The estimate management server 102 estimates the sales company estimate information 110 created by the sales company, the estimate condition document 131 from the customer, and the estimate condition information created based on the procurement specification 133 (the responsible company estimate condition information 111 and the customer estimate condition information 112). ), Estimate evaluation standard information 113 that is reference information related to estimate evaluation defined by the company in charge, estimate evaluation information 114 that evaluates the estimate, and product estimate that evaluates the contents of the sales company estimate information 110 based on the estimate evaluation reference information 113 A database for storing and managing the comparison information 115 is provided. Further, an estimate condition creating function unit 121 having a function for creating an estimate condition, an estimate evaluation function unit 122 having a function for evaluating an estimate, and an estimate are created. Estimate comprising an estimate creation function unit 123 having a function and a sales company communication function unit 124 having a communication function with the sales company estimate input terminal 101 And a management program 141 freely mounted.

FIG. 2 is a flowchart showing an example of a processing procedure in the optimum estimation support system according to the system component shown in FIG. The processing procedure will be described according to FIG. 2 with reference to FIG.
The estimate management terminal 103 is installed at a company in charge of system component procurement. The company in charge obtains the estimate conditions 131 and the procurement specifications 133 from the customer (S2001), operates the estimate management terminal 103 based on them, and is provided from the estimate condition creation function unit 121 provided in the estimate management server 102. 12 is used to input information about the company estimate conditions such as the customer name, project name, and lease period as shown in FIG. 6 and the estimate condition input screen shown in FIG. The customer estimate condition information such as the assumed monthly rent and the assumed initial expense as shown in FIG.

  When the product input button 1201 on the screen of FIG. 12 is pressed, the screen shifts to an input screen (not shown) relating to system components, and the product name, model, manufacturer name, quantity, standard price (as shown in FIG. 7) Enter the product information subject to quotation (such as optional). The input of the estimation condition is completed by pressing the condition registration button 1202 (S2002). When the condition registration buttons 1202 and 1301 shown in FIG. 12 or 13 are pressed, the screen shifts to a sales company quotation request screen as shown in FIG. After inputting the estimation conditions, the request for quotation to the sales company is to specify the sales company requesting the quotation from the sales company quotation request screen shown in FIG. As a result, the sales company communication function unit 124 transmits information related to the quotation request to the sales quotation input terminal 101 of the designated sales company via the information network 151 (S2003). If the estimate condition of the customer or the company in charge is changed, the estimate condition is changed and registered on the estimate condition input screen shown in FIG. 12 or FIG. 13, and the distributor estimate request screen shown in FIG. Request a quote from

  Further, in order to evaluate the estimate contents of the sales company, the responsible company operates the estimate management terminal 103 and provides the estimate evaluation standard information input screen shown in FIG. The reference data regarding the estimated evaluation that is information is input (S2006, S2007). The evaluation points can be set (weighted) depending on which evaluation item is prioritized (prioritized). For example, when importance is placed on the estimation accuracy of a sales company, the evaluation item for the number of scrutiny required is set to a larger point value than other evaluation items.

  The sales company quotation input terminal 101 is installed in the sales company, and the quotation management server 102 and the sales company quotation input terminal 101 are connected by an information network 151 to which a concealing technique such as encryption such as the Internet is applied. When accessing the estimate management server 102 from the sales company estimate input terminal 101, an identification symbol, for example, a user ID and a password provided when information related to an estimate request is received from the responsible company is used.

Based on the responsible company estimate condition information 111 defined by the responsible company, the sales company uses the hardware and software products and quantities shown in the responsible company estimate condition information 111 and the products shown in FIG. Price, installation adjustment cost for hardware and software installation and introduction, and cost for hardware and software maintenance are estimated (S2004), and the result is registered in the sales company estimate information 110 of the database designated by the responsible company. (S2005). In addition, if there is a condition for the estimate of the sales company, it will be described in the estimate reply condition as necessary. The sales company name, estimate No., estimate creation date, etc. are also registered. After registering the estimate, notify the company in charge of the estimate response via email.
Next, the processes of S2008 to S2011 are sequentially performed. The processes of S2008 to S2011 partially overlap with the processes related to the estimate evaluation function unit 122 shown in FIGS.

3 and 4 are flowcharts showing details of the processing related to the estimate evaluation function unit 122 shown in FIG. 3 shows the first half of the process, and FIG. 4 shows the second half of the process. Details of the processing will be described according to FIGS. 2, 3 and 4 with reference to FIG.
When registration (S2005) in the sales company estimate information 110 is completed (S3001), the estimate of each product of the sales company is read from the sales company estimate information 110 shown in FIG. 5, and the product existing in the product estimate comparison information 115 shown in FIG. If the price is lower than that (S3003), the estimated price of the sales company is stored in the lowest price of the product estimate comparison information 115, and the sales company name of the sales company is stored in the sales company name. (S3004). The lowest price is used to examine the details of the sales company's estimate in detail, or is accumulated so that the price trend of the product can be referred to in the procurement of similar system components.

  Further, the average price of the product is calculated based on the estimated price of the product of all the sales companies read so far, and the average price is stored in the product estimate comparison information 115 (S3005). This average price becomes data for comparison with an estimated difference index for evaluating the accuracy of the estimated price of the product and the sales company, which will be described later. The processing of S3001 to S3005 is performed on the sales company estimation information of all the sales companies that have submitted the estimates (S3006, S3007).

  Next, an estimated difference rate is calculated for each product (S3008). For the estimated difference, the average price is calculated based on the estimated price of all sales companies of the product, and the difference rate from the lowest price of the product is calculated as (lowest price / average price × 100). This value is compared with the estimated difference evaluation index of the estimated evaluation reference information 113, and when the estimated difference rate is equal to or greater than the index (S3009), 1 is set to the required examination flag (S3010, S3011). This is performed in order to find out whether the sales company that estimated the lowest price has a remarkably low price as compared with other sales companies, or an erroneous estimation. The processing of S3008 to S3011 is performed for all products of the estimated price comparison information (S3012, S3013).

  In order to comprehensively evaluate the estimate of the sales company, the value of the evaluation item of the estimate evaluation reference information 113 is compared with each data of the sales company estimation information 110 (S3014, S3015). The reference value of each evaluation criterion item is compared with the item of the sales company estimate information 110, and if it is equal to or higher than the evaluation criterion, the evaluation point of the estimated evaluation criterion information 113 is added to the evaluation point and stored (S3016). The processing of S3014 to S3016 is repeated for the estimate information of all sales companies.

  In order to select the optimal sales quote, the following processing is performed. Using the estimate management terminal 103, an estimate extraction button 1613 is pressed from the estimate evaluation information reference screen shown in FIG. Thereby, the estimated evaluation reference information 113 is read (S3017), the passing evaluation score and the evaluation score of the estimated evaluation information 114 are compared, and a sales company having a reference value or more is extracted (S3018). With reference to the number of difference items in the product estimate comparison information 115 of the extracted sales company, the sales company that has presented the best estimate is selected from the estimated evaluation information reference screen, and the sales company confirmation update button 1614 is pressed. Thereby, 1 is set to the estimate confirmation flag of the estimate evaluation information shown in FIG. 8 (S2009).

  By pressing a detail button 1615 in the estimate detail column, data relating to the sales company estimate information 110 as shown in FIG. 5 can be displayed. It should be noted that the estimated evaluation items to be displayed can be added or deleted by pressing the option button 1611 of the estimated evaluation information reference screen, and there is an estimated difference amount by pressing the reference button 1612 of the estimated difference item number column. Information about the product can be displayed. Also, for example, when the estimate difference item is 1 or more, when requesting a re-estimation of the estimate of the product to the presented sales company, the re-estimation request sales company is specified from the sales company quotation request screen shown in FIG. In the comment area (not shown), a request for re-estimation of the xxx product is entered, and an estimate request button 1401 is pressed. The sales company that has received the re-estimation request refers to the previously registered sales company quotation information 110 to confirm the product that needs to be re-estimated, performs re-estimation, and performs the same process for registering the estimated content as described above.

  Furthermore, the company in charge uses the estimate management terminal 103, and from the estimate evaluation information reference screen shown in FIG. 16, using the estimate creation function unit 123 of the estimate management server 102, the customer estimate condition information 112 and the sales company estimate evaluation information. Based on 114, the estimate of the sales company that presented the best conditions for the system component procurement company is acquired from the sales company estimate information 110 (S2010), and an estimate is created (S2011). Estimates to be created include monthly lease fees, monthly maintenance fees (such as paid parts costs not included in the lease), and temporary work costs related to the introduction of system components.

1 is a system configuration diagram schematically showing an optimum estimation support system according to a system configuration product according to the present invention. It is the flowchart which showed the process sequence in the optimal estimation assistance system which concerns on the system component by this invention. It is the flowchart which showed the first half part of the process of the estimation evaluation function part by this invention. It is the flowchart which showed the second half part of the process of the estimation evaluation function part by this invention. (A), (b) It is a database structure figure of the sales company estimate information by this invention. It is a database structure figure of charge company estimation condition information by this invention. It is a database structure figure of charge company estimation object product information by the present invention. It is a database structure figure of estimate evaluation information by the present invention. It is a database structure figure of product estimate comparison information by the present invention. It is a database structure figure of estimate evaluation standard information by the present invention. It is a database structure figure of customer estimate condition information by the present invention. It is an image figure which shows an example of the layout of the charge company estimation condition information input screen by this invention. It is an image figure which shows an example of the layout of the customer estimated condition information input screen by this invention. It is an image figure which shows an example of the layout of the sales company estimate request input screen by this invention. It is an image figure which shows an example of the layout of the estimate evaluation criteria information input screen by this invention. (A), (b) It is an image figure which shows an example of the layout of the estimated evaluation information reference screen by this invention.

Explanation of symbols

DESCRIPTION OF SYMBOLS 101 Sales company estimate input terminal 102 Estimate management server 103 Estimate management terminal 110 Sales company estimate information 113 Estimate evaluation reference information 114 Estimate evaluation information 115 Product estimate comparison information 121 Estimate condition creation function part 122 Estimate evaluation function part 123 Estimate creation function part 124 Functional Unit 131 Estimating Condition 133 Procurement Specification 141 Estimating Management Program 151 Information Network

Claims (4)

A sales company quotation input terminal for a sales company to input a quotation and a quotation management server for a quotation management server for managing a quotation from a company in charge of system component procurement are connected via an information network so as to be able to communicate with each other. Is an optimum estimate support system in which an estimate management terminal used as a terminal and the estimate management server are connected to be able to communicate,
The estimate management server is an estimate that becomes sales company estimate information created by the sales company, estimate condition information created based on an estimate condition document and procurement specification from a customer, and reference information related to estimate evaluation specified by the responsible company. A database for storing and managing evaluation criteria information and estimate evaluation information for evaluating estimates;
A sales company communication function unit having a communication function with the sales company estimate input terminal, an estimate evaluation function unit having a function for evaluating an estimate, an estimate condition creating function unit having a function for creating an estimate condition, and creating an estimate An estimate management program consisting of an estimate creation function unit having a function to
The estimate management terminal is configured to input the estimate condition information on an estimate condition input screen provided from an estimate condition creation function unit of the estimate management server based on an estimate condition document and a procurement specification from a customer; ,
When the estimation condition is input, means for designating one or a plurality of sales companies requesting the quotation on the sales company quotation request screen provided from the estimation condition creating function unit;
Means for transmitting information for notifying a request for quotation to a sales quotation input terminal of a designated sales company via the information network by the sales company communication function unit;
Means for inputting estimated evaluation criterion information by the estimated evaluation criterion information input screen provided from the estimated evaluation function unit, and means for setting an evaluation point according to the degree of importance of the evaluation items;
Means for comparing the evaluation criterion value of the estimated evaluation criterion information inputted in advance with the evaluation value of the estimated evaluation information, and extracting a sales company having an evaluation criterion value or more;
A means for confirming and inputting the sales company by selecting the sales company that presented the best estimate by the estimate evaluation information reference screen provided from the estimate evaluation function unit,
A means of displaying data relating to the confirmed sales company quote information;
Using the estimate creation function unit, and a means for creating a quote based on the determined sales company estimate information,
The sales company quotation input terminal uses an identification symbol to access a quotation management server;
Means for inputting a cost estimate based on the estimate condition information;
Means for registering the entered estimate in the seller estimate information of the database;
An optimum estimate support system according to a system component, comprising means for notifying the estimate management server that an estimate has been answered after the estimate is registered. The estimate management server stores product estimate comparison information that evaluates the contents of the seller estimate information based on the estimate evaluation reference information in the database.
The estimate evaluation function unit reads a quote for each product of the sales company from the sales company quotation information;
Means for comparing the read estimate with the estimated price of the product existing in the product estimate comparison information;
When the read estimated price is the cheapest, the estimated price of the sales company is stored in the lowest price column of the product estimate comparison information, and the sales company name of the sales company is stored in the sales company name of the lowest price column;
A means for calculating the average price of the product based on the estimated price of the product of all the sales companies read, and storing the average price in the product quotation comparison information;
A means of calculating a percentage difference between each product and the lowest price of the product, and calculating an estimated percentage difference;
Means for comparing the estimated difference rate with an estimated difference evaluation index of estimated evaluation reference information input in advance;
2. The apparatus according to claim 1, further comprising means for comparing the value of the evaluation item of the estimated evaluation criterion information inputted in advance and each data of the sales company estimation information in order to comprehensively evaluate the estimation of the sales company. Optimal estimate support system for system components.   When the estimate condition of the customer or the company in charge is changed, the estimate management terminal includes means for changing the estimate condition by the estimate condition input screen provided from the estimate creation function unit, and the changed estimate condition. The optimal estimate support system according to claim 1 or 2, further comprising means for registering in the estimate condition information of the estimate management server.   When making a re-quotation request, the quotation management terminal notifies the re-quotation request sales company to a re-quotation request sales company by means of designating a re-quotation request sales company on the sales company quotation request screen provided from the quotation creation function unit. The optimal estimation support system according to any one of claims 1 to 3, further comprising: means.

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