JP2010262361A - Business management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To effectively prevent work from being delayed in each person in charge, in a system for assigning optional business from a business flow chart, to conduct required processing. <P>SOLUTION: A business management system includes a business flow display part 12 for displaying the business flow chart allocated with an operation button for indicating processing of a task as to corresponding business to an area displayed with individual business names, as a menu screen for selecting the business, a progress situation management part 15 for managing progress situations for one or more of the tasks included in each business of a business flow, and a progress situation display part 17 for displaying the progress situations of the tasks, the person in charge of the business in each stage displays the progress situations of the tasks to be confirmed, irrespective of generation of a change in the progress situations of the tasks, and the person in charge confirms thereby own task to be performed, and performs it without being delayed. <P>COPYRIGHT: (C)2011,JPO&INPIT

Description

  The present invention relates to a business management system, and is particularly suitable for use in a system that supports management of various business operations according to a business flow.

  In general, various operations in a company are performed according to a plurality of preset workflows. For example, in trade transactions, operations are performed in accordance with the flow of various stages such as contracts, export affairs, import affairs, shipping, inventory management, slip issuance, and accounting. In order to smoothly progress the business flow that is planned for management of the business flow, it is necessary to manage the progress of the business at each stage of the business flow. Conventionally, several systems that support business management at each stage performed according to a business flow have been provided (see, for example, Patent Documents 1 and 2).

  In the business management system described in Patent Document 1, a business flow diagram showing a business flow is displayed, and when a specific area of the business flow diagram is selected by a user, a business input screen corresponding to that area is displayed. The document registration process can be performed on the input screen. In the business management system described in Patent Document 2, for the purpose of promptly grasping the progress status and prompting the smooth progress of the business flow, transmission related to the progress status according to the change in the progress status of the business flow. It is made to send and display first.

JP 2001-92904 A JP 2005-173848 A

  According to the technique described in Patent Document 1, a business flow diagram showing a flow of business processing is used as a visually easy-to-understand menu screen, and an arbitrary business is designated from the menu screen to perform necessary processing. be able to. For this reason, there is an advantage that the operability when the person in charge of the work at each stage performs his or her work is improved. However, since it is up to the person in charge whether or not to perform the business, there is a problem that work delays may occur for each person in charge.

  On the other hand, according to the technique described in Patent Document 2, when a change occurs in the progress status of the business flow, the progress status is transmitted to the related transmission destination and displayed. It acts as a message that prompts the execution of, and facilitates the smooth progress of the business flow. However, the person in charge of the transmission destination who has received the progress is not always able to perform the work in charge every time a notification of the progress is received, and is often performed when time is available. In that case, unprocessed work to be done is accumulated, but since there is no change in the progress of these, the message will not arrive again. For this reason, there is a problem that it is not possible to know which business should be prioritized and there is a possibility that the work may be further delayed for a high-priority business.

  The present invention has been made to solve such a problem, and displays a workflow diagram as a menu screen so that a desired process can be performed by designating an arbitrary task from the menu screen. An object of the present invention is to more effectively prevent work delays for each person in charge.

  In order to solve the above-described problems, in the present invention, a business flow diagram visually representing the flow of each business is displayed as a menu screen for business selection, and at least one task included in each business in the business flow. The progress of the task is managed and the progress of the task is displayed. For example, the progress status of one or more unprocessed tasks related to the business specified from each business in the business flow is displayed.

  According to the present invention configured as described above, the person in charge of each stage of business can perform the necessary processing by designating his / her work in charge from a business flow diagram in which the flow of each work is visually easy to understand. Because it is possible, it is easy to operate and can improve work efficiency. In addition, regardless of whether the progress of the task has changed, the progress of each task can be displayed and checked, so the person in charge can check the tasks he / she needs to perform at any time. Therefore, the work delay for each person in charge can be prevented more effectively.

It is a block diagram which shows the function structural example of the business management system by this embodiment. An example of business flow definition information of the present embodiment in which a business flow related to a trade transaction is defined is shown. It is a figure which shows the example of the work flow figure displayed on a display apparatus as a menu screen for work selection by the work flow display part of this embodiment. It is a figure which shows the example of the task progress information memorize | stored in the progress information storage part of this embodiment. It is a figure which shows the example of the navigation screen displayed on a display apparatus by the progress condition display part of this embodiment.

  Hereinafter, an embodiment of the present invention will be described with reference to the drawings. FIG. 1 is a block diagram illustrating a functional configuration example of a business management system according to the present embodiment. The business management system 10 according to the present embodiment includes, as its functional configuration, a business flow definition information storage unit 11, a business flow display unit 12, an operation reception unit 13, a corresponding business processing unit 14, a progress status management unit 15, and a progress information storage unit. 16 and a progress status display unit 17.

  The business flow definition information storage unit 11 and the progress information storage unit 16 are configured by a recording medium such as a hard disk or a semiconductor memory. The other functional configurations of the business flow display unit 12, the designated operation reception unit 13, the corresponding business processing unit 14, the progress status management unit 15, and the progress status display unit 17 are realized by software, for example. That is, the business management system 10 of the present embodiment is actually configured with a CPU or MPU of a computer, a RAM, a ROM, etc., and each of the functional configurations described above is performed by operating a program stored in the RAM or the ROM. Realized.

  The business flow definition information storage unit 11 stores business flow definition information that defines a business flow including a plurality of stages of business set in advance. The business flow definition information includes at least business information for identifying each business along the business flow and order information for identifying the order of the flow of each business.

  FIG. 2 is a diagram illustrating an example of business flow definition information stored in the business flow definition information storage unit 11. FIG. 2 shows an example of business flow definition information that defines a business flow related to a trade transaction. As shown in FIG. 2, the business flow definition information includes a business ID, a business category, a business, and a subsequent business as items in the record. Among these, the business category and the business correspond to the above-described business information, and the next business corresponds to the above-described order information.

  The item “business ID” is information for uniquely identifying each business according to the business flow. The item “business category” is information representing a rough classification of each business. For example, in the case of a trade transaction, “contract”, “export affairs”, “import affairs”, “shipment”, “inventory management”, “issue slip”, and “accounting” correspond to business categories. The item “business” is information indicating a specific business belonging to each business category. That is, each business belongs to any business category. For example, the business category “shipment” includes two business operations “shipment request” and “shipment completion”. In addition, the business category of “issue slip” includes four tasks of “issue of purchase sales slip”, “issue of purchase slip”, “issue of sales slip”, and “issue of invoice”. In the following description, the business category is described by “”, and each business is described by “”.

  In addition, the item “one job after” is information indicating a job corresponding to the order after one job flow than the job of the record (work ID). Note that there may be one or more tasks after one. In addition, for the last business in the business flow (specifically, two businesses of “accounting instruction” and “buy and sell general” belonging to the “accounting” business category), there is no next business.

  Based on the business flow definition information stored in the business flow definition information storage unit 11, the business flow display unit 12 controls to display a business flow diagram that visually represents the flow of each business on the display device 20. . This business flow diagram functions as a menu screen in which the display area of each business in the business flow is assigned to an operation area (operation button) for instructing processing of a task corresponding to each business.

  FIG. 3 is a diagram illustrating an example of a business flow diagram displayed on the display device 20 as a business selection menu screen by the business flow display unit 12. In the present embodiment, as shown in FIG. 3, a business flow diagram is displayed so that the relationship between the business category and each business belonging to it and the flow of each business can be identified at a glance. In FIG. 3, the horizontal arrangement of the tasks indicates the work flow. Multiple operations arranged in a line in the vertical direction (specifically, four transactions of “sales contract”, “sales contract”, “purchase contract” and “pattern” belonging to the business category of “contract”, “issue of slip” 4 operations of “Purchase sales slip issuance”, “Purchase voucher issuance”, “Sales voucher issuance” and “Invoice issuance” belonging to the category, “Accounting” business category “Accounting instruction” “Buying and selling” 2 "One job" means to select and process any one of them.

  In the business flow diagram shown in FIG. 3, each of the display areas (rectangular areas) of each business is an operation for instructing display of a task input screen corresponding to the business (task processing related to the business). Buttons (hereinafter referred to as business processing instruction buttons). Further, the menu screen shown in FIG. 3 is provided with a navigation button 30 for instructing display of a navigation screen described later. These business process instruction buttons or navigation buttons 30 for each business can be pressed by operating an operation unit 40 such as a mouse.

  The operation reception unit 13 receives an operation of the operation unit 40. For example, the operation reception unit 13 receives a pressing operation of the business process instruction button or the navigation button 30 described above. The operation accepting unit 13 also accepts a press operation of a task designation button or a task designation button (these will be described later) displayed on the navigation screen displayed by the push operation of the navigation button 30. The operation accepting unit 13 also accepts various information input operations for an input screen displayed by pressing the business process instruction button.

  When the operation receiving unit 13 receives a pressing operation of the business process instruction button, the corresponding business process unit 14 displays a task input screen corresponding to the operated business process instruction button on the display device 20. Alternatively, the corresponding task processing unit 14 displays an input screen related to the task corresponding to the operated task designation button on the display device 20 when the operation accepting unit 13 accepts the pressing operation of the task designation button on the navigation screen. To do.

  Here, the tasks to be displayed on the input screen are the first business in the business flow (the four business operations of “sales contract”, “sales contract”, “purchase contract”, and “pattern” belonging to the “contract” business category). In response to pressing of the business process instruction button, the corresponding business process unit 14 newly generates. On the other hand, regarding the second and subsequent business operations in the business flow, unprocessed tasks generated by the corresponding business processing unit 14 when the previous business operation is completed are targeted. Specifically, the unprocessed task is a task whose status is registered as unprocessed in the progress information storage unit 16.

  In addition, when there are a plurality of unprocessed tasks related to the business specified by pressing the business processing instruction button (when there are a plurality of tasks whose status is registered as unprocessed in the progress information storage unit 16), the corresponding business processing unit 14 displays, for example, a list of a plurality of unprocessed tasks on the task selection screen, causes the user to select one of them, and displays an input screen for the selected unprocessed task.

  The corresponding business processing unit 14 displays an unprocessed task input screen on the display device 20, and then executes processing of the unprocessed task using information input to the input screen through an operation of the operation unit 40. The execution contents differ depending on the type of task. That is, execution of tasks such as processing to register information input through the input screen in a database (not shown), processing to transmit the input information to a specified computer, and processing to issue a slip using the input information Processing is various. When the corresponding task processing unit 14 finishes executing these processes for the unprocessed task, it generates an unprocessed task to be processed next to the task for which the process has been completed.

  That is, when the processing of the unprocessed task is completed, the corresponding business processing unit 14 refers to the business flow definition information stored in the business flow definition information storage unit 11 and next to the task of the task that has been processed. Confirm the work to be processed. Then, an unprocessed task for the business to be processed next is generated, and a notification to that effect is sent to the progress status management unit 15. At this time, the corresponding task processing unit 14 also notifies the progress status management unit 15 of the task ID of the unprocessed task to be processed next.

  The progress status management unit 15 manages the progress status of one or more tasks included in each business in the business flow. Specifically, the progress management unit 15 adds one record of task progress information that identifies the progress of the unprocessed task when a new unprocessed task is generated by the corresponding task processing unit 14. Then, it is newly stored in the progress information storage unit 16. As described above, a new unprocessed task is generated when the first task in the workflow is specified by pressing the task processing instruction button or when processing of the unprocessed task has been executed. is there. In the former case, a new unprocessed task for the specified job is generated. In the latter case, an unprocessed task to be processed next to a task for which processing has been completed is newly generated.

  Further, when the corresponding task processing unit 14 completes the processing of the unprocessed task, the progress status management unit 15 updates the progress status of the task for which the processing has been completed from unprocessed to processed. That is, by updating the status of the task progress information stored in the progress information storage unit 16 from unprocessed to processed, the unprocessed task is updated to the processed task. In addition, the progress management unit 15 stores the processing date of the unprocessed task for the record of the processed task updated from the unprocessed task in this way.

  The progress information storage unit 16 is business flow progress information indicating the progress status of the business flow managed by the progress status management unit 15, and stores the above-described task progress information. FIG. 4 is a diagram illustrating an example of task progress information stored in the progress information storage unit 16. As shown in FIG. 4, the task progress information includes a business ID, task ID, status, previous task ID, task generation date, and task processing date as items in the record. The item “business ID” is the same as the business ID shown in FIG. The item “task ID” is information for uniquely identifying each task generated by the corresponding task processing unit 14.

  The item “status” is information indicating the progress status of whether the task is unprocessed or processed. Those whose status is not processed are unprocessed tasks, and those which have been processed are processed tasks. This status is appropriately updated by the progress management unit 15. That is, the status is not processed when the task is generated. On the other hand, when the unprocessed task is executed by the corresponding job processing unit 14, the status is updated by the progress management unit 15 to have been processed.

  The item “previous task ID” is a task immediately preceding the unprocessed task newly generated by the corresponding business processing unit 14 when the processing of the unprocessed task is completed (that is, the task that has been processed by the completion of the processing) ) Of the task ID. The item “task generation date” is information indicating a date when an unprocessed task is newly generated by the corresponding job processing unit 14. The item “task processing date” is information indicating the date when the unprocessed task is processed by the corresponding task processing unit 14, that is, the processing completion date of the unprocessed task.

  The progress status display unit 17 controls to display a navigation screen on the display device 20 when an operation of pressing the navigation button 30 on the workflow diagram is received by the operation receiving unit 13. On the navigation screen, the progress status display unit 17 performs a task based on the task progress information stored in the task flow definition information storage unit 11 and the task progress information stored in the progress information storage unit 16. To display the progress status on the display device 20.

  Further, the progress status display unit 17 is operated when an operation for pressing a task designation button on the navigation screen is accepted by the operation accepting unit 13, that is, an operation for designating any one of the tasks in the workflow. When received by the receiving unit 13, control is performed to display a list of unprocessed tasks related to the specified job. At this time, for the unprocessed task of the designated job, the progress status display unit 17 performs control so that the name of the job processed one before the job is displayed as a progress status of the unprocessed task.

  Specifically, the progress status display unit 17 refers to the task progress information stored in the progress information storage unit 16 and extracts a record whose status is unprocessed in the specified job, and extracts it. The previous task ID is obtained from each record. Then, the progress status display unit 17 acquires the business ID from the record of the processed task having the same task ID as the acquired previous task ID, and acquires the business name corresponding to the business ID from the business flow definition information storage unit 11. List on the navigation screen.

  FIG. 5 is a diagram illustrating an example of a navigation screen displayed on the display device 20. As shown in FIG. 5, the navigation screen includes a first area 51 for displaying the progress of a task as a numerical value for each business in the business flow in response to pressing of the navigation button 30 on the business flow diagram, And a second area 52 for displaying a list of unprocessed tasks of the designated job in response to pressing of the job designation button 53.

  In the first area 51, the number of unprocessed tasks is displayed as a numerical value for each predetermined unit in which one or a plurality of tasks in the workflow are collected. For example, for the task of “customs clearance arrangement”, there are six unprocessed tasks that are currently processable (to be processed).

  In the present embodiment, the six processed tasks are divided into three categories and displayed as the number of cases. The three categories are divided according to the number of days elapsed from the task creation date of the unprocessed task. The larger the elapsed days, the more delayed the processing of the unprocessed task, and the higher the urgency with which the unprocessed task should be processed. That is, the three categories represent the urgency of processing of unprocessed tasks. In the example of FIG. 5, there are a total of 6 unprocessed tasks related to the business of “customs clearance arrangement”, of which 3 are high urgency, 2 are medium urgency, and are low urgency Indicates that there is one.

  As described above, one of the four business operations “issue of purchase sales slip”, “issue of purchase slip”, “issue of sales slip”, and “issue of invoice” belonging to the business category of “issue of slip” is any one of them. One is selected and processed. Therefore, on the navigation screen of FIG. 5, the number of unprocessed tasks is displayed as a numerical value for the business category in which these four businesses are combined. In other words, for the business category “issue slip”, the total number of unprocessed tasks related to the four businesses belonging to the business category (two with high urgency, three with medium urgency, urgency 7 items with low values are displayed as numerical values.

  In the first area 51, each area displaying a business name or a unit name in which a plurality of work is collected is assigned to the work designation button 53. In the second area 52, an unprocessed task related to a task (or a plurality of tasks belonging to a specified unit) designated by pressing the task designation button 53 is processed one before the task. The name of the assigned job is displayed as a list of the progress status of the unprocessed task. The example of FIG. 5 shows a display state when the business designation button 53 related to the business category “issue slip” is pressed.

  That is, in the second area 52 of FIG. 5, a total of twelve unprocessed tasks related to “issue slip” are four tasks “shipping completed”, “shipping completed”, and “shipping completed” one before the voucher issuance. A list is displayed line by line in the expression format “processing completed” until “loading completed”. In this second area 52, a total of 12 unprocessed tasks are displayed one line at a time from the top in accordance with the number of days elapsed since the task generation date (that is, the degree of urgency for the unprocessed tasks to be processed). Yes. Also, a total of 12 unprocessed tasks are displayed in different colors according to the three categories according to the urgency with which the tasks should be processed.

  One line and one line (each record) of the unprocessed task displayed in this way is assigned to the task designation button. That is, when any line is pressed, this is notified to the corresponding task processing unit 14 through the operation receiving unit 13. Upon receiving this notification, the corresponding task processing unit 14 displays an input screen for the designated unprocessed task on the display device 20.

  The unprocessed task information displayed in the second area 52 includes the name of the previous task, the processing reference date, the number of days elapsed from the processing reference date, or the remaining number of days until the processing reference date. Here, the processing reference date indicates a processing date that is a measure of an unprocessed task. For example, a predetermined date after the generation date of the unprocessed task is set as the processing reference date. The number of days elapsed from the processing reference date indicates how many days have elapsed from the processing reference date when the navigation screen is opened. The remaining number of days until the processing reference date indicates how many days remain until the processing reference date when the navigation screen is opened.

  As described above in detail, in the present embodiment, a business flow diagram that visually represents the flow of each business is displayed as a menu screen for selecting a business, and each business name is displayed in the business flow diagram. Are assigned to operation buttons (business process instruction buttons) for instructing processing of tasks related to the corresponding business. In the present embodiment, the progress of one or more tasks included in each business in the business flow is managed, and the progress of the task is displayed on the navigation screen for each business.

  According to this embodiment configured as described above, the person in charge of each stage of business can perform the necessary processing by designating his / her work in charge from a business flow diagram in which the flow of each work is visually easy to understand. Because it is possible, it is easy to operate and can improve work efficiency. Regardless of whether or not the task progress has changed, the progress of each task can be displayed on the navigation screen and checked so that the person in charge can check the tasks that he / she should perform at any time. This makes it possible to more effectively prevent work delays for each person in charge.

DESCRIPTION OF SYMBOLS 10 Business management system 11 Business flow definition information storage part 12 Business flow display part 13 Operation reception part 14 Corresponding business process part 15 Progress status management part 16 Progress information storage part 17 Progress status display part

Claims (2)

Business flow definition information that defines the business flow, and stores business flow definition information that includes business information that identifies each business along the business flow and sequence information that identifies the order of the flow of each business flow A flow definition information storage unit;
A business flow diagram visually representing the flow of each business based on the business flow definition information stored in the business flow definition information storage unit, and a display area for each business in the business flow diagram A business flow display unit that controls to display a business flow diagram that functions as a menu screen assigned to an operation area for instructing processing of tasks corresponding to each business,
A progress status management unit that manages the progress status of one or more tasks included in each business of the business flow;
A progress information storage unit for storing task progress information for specifying a progress status of each task of the business, which is information indicating the progress status of the business flow managed by the progress status management unit;
A progress status display for controlling to display the progress status of the task based on the business flow definition information stored in the business flow definition information storage section and the task progress information stored in the progress information storage section. A business management system characterized by comprising a department. An operation accepting unit that accepts an operation for designating one of the operations in the business flow;
In the progress status display section, the task progress information indicates that the unprocessed task of the job related to the designation received by the operation reception section has been processed one before the unprocessed task 1 The business management system according to claim 1, wherein the business management is controlled to display a list of the above business as the progress status of the unprocessed task.