JP2011227631A - System for business management - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a system for business management that is user-friendly and with a low development cost while unifying form and data.SOLUTION: A system for business management includes: a database item selection means for selecting a database item of a database associated with a spreadsheet; an extraction condition setting means for setting up an extraction condition to extract a database item that is selected by the database item selection means; an update condition setting means for setting up an update condition to update the database item that is selected by the database item selection means; a spreadsheet storage means for storing a spreadsheet having a plurality of cells; and a cell related information storage means for storing information related to a cell item associated with the database item that is selected by the database item selection means in a specified cell of the spreadsheet for each of the spreadsheets that is stored by the spreadsheet storage means.

Description

  The present invention relates to a business management system.

  Currently, in many companies, operations such as budget management, business planning, and business reporting are performed with application software (for example, Excel (registered trademark)) on a personal computer. Since various report data are transmitted to the supervisor, it takes a lot of time and effort to transfer the data and to aggregate the contents.

  The complexity and complexity of this exchange not only takes a lot of time and effort, but may cause serious mistakes in management and problems in management internal control. In particular, if a mistake such as IR-related figures occurs, it may be delisted

  In addition, since each person's application software (for example, Excel (registered trademark)) is used for work, changes / updates / modification history of various data is managed personally. A great deal of effort will occur.

  Among them, in particular, budget management work has been executed by application software (for example, Excel (registered trademark)) on a personal computer in many companies. In addition, reports for managers, the board of directors, and accounting managers were created with application software (Excel (registered trademark)) on personal computers and sent to managers, the board of directors, and accounting managers.

  For this reason, when these operations are performed in a plurality of departments in different formats, the transfer of the operation data becomes a complicated operation. Furthermore, if the format is different, there is a current situation that it takes a lot of time, for example, to collect the collected business data.

  For this reason, there is provided a business management system that manages data of each person's application software (Excel (registered trademark)) in a database on a client server (Patent Document 1).

JP 2008-97113 A

  However, in the case of such a business management system using each person's application software (Excel (registered trademark)), every time there is a change in the master information such as the organization and account in the Excel form, the application software is redistributed, It is necessary to replace forms managed by personal PCs, and form version management is difficult.

  In addition, for example, as a result of using the version of the form before correction, the position of the data to be aggregated at the time of total aggregation is shifted, and a serious mistake such as the aggregated value is not accurately generated may occur. There is often. Furthermore, since mistakes occur when copying and turning data into a report or the like after aggregation, the manager cannot manage the form and data in a centralized manner, so that serious mistakes are likely to occur.

  Furthermore, in order to systematize this Excel business process, a function that has been created by each person's application software (Excel (registered trademark)) with a multi-function Excel function (which the user can design as desired). When requirements are systematized, a large amount of development costs are required.

  Furthermore, the range of business management systems based on Excel currently has many management data collection and reporting processes that have a significant impact on the management handled by the Accounting / Management Planning Department. For this reason, business management systems require significant risk control in management. However, the accounting and management planning department has a small number of users, and the business of the accounting and management planning department has complicated requirements for systematization, so these business management systems have been left behind. It has become a systematization field.

  In order to solve the above problems, there is a need for a business management system that is easy to use and low in development costs while centrally managing forms and data.

  A business management system according to the present invention includes a client having execution means for executing application software having a spreadsheet, and a function of linking data in a cell of the spreadsheet with a database and storing the data in the database. A database item selection means for selecting a database item of the database to be associated with the spreadsheet; and an extraction condition for extracting the database item selected by the database item selection means based on information from the client. An extraction condition setting means for setting, an update condition setting means for setting an update condition for updating the database item selected by the database item selection means based on information from the client, and a plurality of cells A spreadsheet storing means for storing a spreadsheet, and the database item selected by the database item selecting means is associated with a predetermined cell of the spreadsheet for each spreadsheet stored in the spreadsheet storing means A business management system comprising cell related information storage means for storing cell item related information.

  The business management system according to the present invention has a function of storing a client having execution means for executing application software having a spreadsheet (for example, Excel (registered trademark)) and data in the spreadsheet cell in cooperation with a database. Server (Web server).

  The server selects a database item of a database to be associated with an application software spreadsheet (for example, an Excel (registered trademark) sheet), sets an extraction condition for extracting the database item based on information from the client, and sets the database item. Set update conditions to update items based on information from the client. Further, a spreadsheet having a plurality of cells is binarized and stored in a database, and cell item related information (for example, form information) in which a selected database item is associated with a predetermined cell of the spreadsheet for each saved spreadsheet. Remember.

  Therefore, the selected database item can be extracted / updated based on the information from the client. Furthermore, since the cell item related information associates the cell of the spreadsheet with the database item, for example, when extracting the database item, it can be extracted to a predetermined cell of the spreadsheet. For this reason, forms and data can be centrally managed in a database. Furthermore, since an application (for example, Excel (registered trademark)) familiar to the user can be used, it is possible to provide a business management system that is easy for the user to use and has low development costs.

  In the business management system described above, preferably, when the client calls a predetermined spreadsheet stored in the storage unit, the server is extracted based on information from the client according to the extraction condition. Transmitting means for transmitting, to the client, database item data and spreadsheet related information obtained by scripting the cell item related information related to the predetermined spreadsheet stored in the database by the cell related information storage means. And the client includes a spreadsheet configuration unit configured to configure a spreadsheet based on the received spreadsheet related information.

  For example, if the client calls a predetermined spreadsheet, the server will retrieve the database item data extracted based on information from the client and cell item related information (eg, form information) associated with the stored predetermined spreadsheet. ) And script-related spreadsheet-related information. For this reason, the client forms the spreadsheet based on the spreadsheet-related information (for example, form information, Excel cell data, and database association information (mapping information)) that is centrally managed by the server. Furthermore, since an application (for example, Excel (registered trademark)) familiar to the user can be used, a business management system that is easy for the user to use and low in development costs can be provided.

  In the business management system, preferably, the server is extracted based on information from the client according to the extraction condition when the client updates a predetermined spreadsheet stored in the storage unit. Transmitting means for transmitting spreadsheet related information obtained by scripting the cell item related information related to the predetermined spreadsheet stored by the data of the database item and the cell related information storage means to the client. The execution unit of the client is updated based on the received spreadsheet related information, a spreadsheet composition unit that configures a spreadsheet, and an update unit that updates the spreadsheet configured by the spreadsheet configuration unit The spray Client transmission means for transmitting the data of the document to the server, the server includes consistency determination means for determining whether the received spreadsheet data is consistent with the update condition, and A data management system comprising: a data updating unit configured to update data in the spreadsheet database based on data in the spreadsheet when the consistency checking unit determines that there is consistency.

  When a client updates a predetermined spreadsheet, the server first transmits to the client spreadsheet-related information scripted cell item-related information (eg, form information) related to the stored predetermined spreadsheet. . Next, the execution unit of the client configures the spreadsheet based on the received spreadsheet related information, updates the spreadsheet, and transmits the updated spreadsheet data to the server. The server determines whether or not the received spreadsheet data is consistent with the update condition. If the server determines that there is consistency, the server updates the database data based on the spreadsheet data. Thus, since the consistency of the data of the updated spreadsheet can be confirmed, the form and the data can be managed in a unified manner. Furthermore, since an application (for example, a registered trademark) familiar to the user can be used, it is possible to provide a business management system that is easy for the user to use and has a low development cost.

  According to the present invention, it is possible to provide a business management system that is easy to use and has low development costs while centrally managing forms and data.

It is a conceptual diagram of the business management system explaining the whole image of the business management system. It is a conceptual diagram which shows the setting of a system. It is a flowchart which shows the outline | summary of the process in the business management system. It is a flowchart which shows the outline | summary of the process in the business management system. It is a flowchart which shows the outline | summary of the data reference process in the business management system. It is a conceptual diagram which shows the outline | summary of the data update process in the business management system. It is a flowchart which shows the outline | summary of the log information management process in the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is explanatory drawing which shows an example of the display screen of the business management system. It is a conceptual diagram which shows an example of the business management system. It is a conceptual diagram which shows an example of the business management system. It is a conceptual diagram which shows an example of the business management system. It is a conceptual diagram which shows an example of the business management system.

  FIG. 1 is a conceptual diagram of a business management system for explaining the overall image of a business management system 10 according to the present invention. As shown in FIG. 1, the business management system 10 is a computer (computer 22, computer 32) used by each person such as a user 20, an Excel manager 30 (business manager), and an environment manager 40 (system manager). , A computer 44) and a Web server 100 that stores various data and performs various processes. The Web server 100 also includes an exB management database 110 and a spreadsheet data database 120.

  In this business management system 10, when downloading Excel (registered trademark) data stored on the Web server 100, the user 20 uses a browser such as Internet Explorer (registered trademark) on the computer 22. Then, an Excel (registered trademark) book download request is transmitted to the Web server 100. Next, the Web server 100 calls xB management information including various design document information and format information stored on the server. Further, the request data is called from the spreadsheet data according to the DB design document information. Then, the called format and spreadsheet data are combined and transmitted to the computer 22 of the user 20.

  On the other hand, when uploading Excel (registered trademark) data on the Web server 100, the user 20 can execute an Excel (registered trademark) book on the computer 22 via a browser such as Internet Explorer (registered trademark). Is sent to the Web server 100.

  Next, the Web server 100 calls xB management information including various design document information and format information stored on the server. Further, the Web server 100 checks the uploaded Excel format based on the format information of the xB management information. Furthermore, when the format is correct, the Web server 100 extracts only the data in the received Excel sheet.

  Further, the Web server 100 checks whether the extracted data is correct. As the data check contents, for example, the data format is checked such as full-width or half-width, whether it is numeric data, whether it is date data, or positive or negative. Further, the Web server 100 updates the database when the extracted data is correct.

  In the present embodiment, Internet Explorer is described as an example of a browser. However, the present invention is not limited to this, and other examples such as Netscape (registered trademark), Safari (registered trademark), and Opera (registered trademark) are also used. It may be a browser.

  In this embodiment, Excel is used as an example of an application having a spreadsheet. However, the present invention is not limited to this. For example, other applications such as OPEN OFFICE (registered trademark) may be used. good.

  FIG. 2 is a conceptual diagram showing system settings. As shown in FIG. 2, the exB management database 110 stores database item management information, spreadsheet item management information, categorization management information, and log information.

  Database item management information is a database that stores database items associated with Excel spreadsheets, extraction conditions for extracting database items based on user operations, and update conditions for updating database items based on user operations. is there. The spreadsheet item management information is a database that stores Excel spreadsheet information to be managed and information (format information) associated with a spreadsheet sheet cell and a database item.

  The categorized management information is a grouping of database item management information (A) (B) and spreadsheet management information (C) (D) according to the spreadsheet user such as the finance department or the business management department. It is a database that stores information. The log information is a database that stores information such as accesses and changes made to the database.

  As will be described in detail later, the environment manager 40 performs the processes (A), (B), (C), (D), (E), (301), (302), and (303), The business management system 10 can be set.

  FIG. 3 is a flowchart showing an outline of processing in the business management system. Note that (A), (B), (C), (D), and (E) shown in FIG. 3 are (A), (B), (C), (D), and (E) shown in FIG. It corresponds to. The display screens shown in FIGS. 9 to 15 correspond to these processes.

  In (A), the Web server 100 defines a database item to be associated with the spreadsheet in response to an operation signal from the computer 42 by the environment manager 40 and stores it in the database item management information DB (see FIG. 9). For example, as shown in FIG. 9, a database item to be associated with a spreadsheet is defined by designating a database table name and a column name.

  In (B), the Web server 100 defines a condition for extracting / updating database items in accordance with an operation signal from the computer 42 by the environment manager 40 and stores it in the database item management information DB (FIG. 10, FIG. 10). (See FIGS. 11, 12, 13, and 14). For example, as shown in FIG. 11, when a button on the display screen is clicked, a pop-up screen for determining various conditions for extracting database items (see FIG. 12) and a pop-up screen for determining various conditions for updating (See FIG. 13) and a pop-up screen (see FIG. 14) for determining the arrangement of data is displayed.

  In (C), the Web server 100 stores a spreadsheet to be registered in response to an operation signal from the computer 42 by the environment manager 40 (see FIGS. 15 and 16).

  In (D), the Web server 100 associates a database item with a cell of a spreadsheet (for example, Excel sheet) in response to an operation signal from the computer 42 by the environment manager 40 and stores it in the spreadsheet item management information database. (See FIG. 11). For example, as shown in FIG. 11, the display screen is divided into a plurality of windows. The database table name and column are displayed in one window of the display screen, and the Excel sheet in the format registered in the other window is displayed. By dragging and dropping database tables and columns on Excel, database items can be associated with cells on Excel sheets.

  In (E), the Web server 100 responds to an operation signal from the computer 42 by the environment manager 40 in accordance with (A). (B). A plurality of (C). (D). Add, copy, or delete to associate.

  FIG. 4 is a flowchart showing an outline of processing in the business management system 10. Note that (A), (B), (C), (D), and (E) shown in FIG. 4 are (A), (B), (C), (D), and (E) shown in FIG. It corresponds to.

  In (301), the Web server 100 groups the database item management information (A) (B) and the spreadsheet management information (C) (D) according to an operation signal from the computer 42 by the environment manager 40. And stored in the category management information database (see FIGS. 17 and 18).

  In (302), the Web server 100 determines the spreadsheet narrowing condition included in the categorization management information and the external condition (variable) included in the database item management information in response to an operation signal from the computer 42 by the environment manager 40. Define the screen.

  In (303), the Web server 100 generates screen information for screen display from the defined screen management information in response to an operation signal from the computer 42 by the environment manager 40, and the computer 32 of the Excel manager 30 ( Or to the computer 22) of the user 20.

  FIG. 5 is a flowchart showing an outline of data reference processing in the business management system 10. Note that (A), (B), (C), (D), and (E) shown in FIG. 5 are (A), (B), (C), (D), and (E) shown in FIG. It corresponds to.

  In (201), the Web server 100 is managed by the server based on the spreadsheet management information (C) and (D) in response to a reference request (see FIGS. 19 and 20) from the computer 22 of the user 20, for example. User of the spreadsheet or the script generated to assemble the data into the spreadsheet and the database data based on the database item management information (A) (B) corresponding to the requested external condition (variable) in the spreadsheet (104) To 20 computers 22 (clients).

  In (201), the computer 20 of the user 20 pastes the data transmitted to the cell of the spreadsheet transmitted by the script.

  FIG. 6 is a conceptual diagram showing an outline of data update processing in the business management system 10. The flowchart shown on the right of FIG. 6 corresponds to the number of the conceptual diagram on the left.

  In (101), based on the operation information transmitted using a browser such as Internet Explorer (registered trademark) executed on the computer 22 of the user 20, the Web server 100 updates the spreadsheet management information (C) requested to be updated. From (D), the script generated to extract data from the cells of the spreadsheet is transmitted to the computer 22 (client). The computer 22 develops an Excel spreadsheet using a form or data based on the received script. Further, the computer 22 transmits the updated spreadsheet data to the Web server 100.

  In (102), the Web server 100 that has received the spreadsheet data from the computer 22 checks the data according to the database item management information (A) and (B), and updates the database when the consistency is confirmed.

  In (102), the script operates on the computer 22 and the update data is extracted from the spreadsheet and transferred to the spreadsheet data database 120 of the Web server 100.

  In (103), the Web server 100 temporarily stores data received from the computer 22 that has been converted into binary data from a spreadsheet (including characters, graphics, images, graphs, calculation formulas, macros, etc.).

  In (104), when the database update is successful, the Web server 100 stores the binary spreadsheet temporarily stored in (103) in the database according to the database item management information (A) and (B).

  FIG. 7 is a flowchart showing an overview of log information management processing in the business management system.

  In (401), the Web server 100 stores the spreadsheet (C), or (102) (104) in the database update process (see FIG. 6) or (201) in the reference process (see FIG. 5). Accumulate log information.

  In (402), the Web server 100 edits and outputs the log information in accordance with an operation by an administrator or the like.

  FIG. 8 is an explanatory diagram showing an example of a display screen showing a login screen of the business management system. As shown in FIG. 8, on the display screen 44 of the computer 42 of the environment manager 40 (the display screen 24 in the case of the computer 22 of the user 20 and the display screen 34 in the case of the computer 32 of the Excel manager), the user The input screen for ID and password is displayed. By inputting the user ID and password, the environment manager 40 can log in to the system and work.

  FIG. 9 is an explanatory diagram showing an example of a display screen for defining database items associated with a spreadsheet in the business management system. As shown in FIG. 9, table names and column names are displayed on the display screen 44 of the computer 42 of the environment manager 40. The environment manager 40 defines database items associated with the spreadsheet in the business management system on this screen.

  FIGS. 10 and 11 are explanatory diagrams showing examples of display screens for associating database items with spreadsheet cells in the business management system. As shown in FIG. 10, a plurality of windows are displayed on the display screen 44 of the computer 42 of the environment manager 40. One window displays the Excel sheet format registered in the system. In the other window, registered and displayed Excel sheet names, table and column names that can be associated, forms in which variables can be set, names of tables and columns associated with Excel sheets, and this table In addition, a location on the Excel sheet of the column is displayed, and a button for displaying a screen for setting an extraction condition, an update condition, and a data display direction from the start cell is displayed. When this button is clicked, an extraction condition setting screen shown in FIG. 12, an update condition setting screen shown in FIG. 13, and a display direction setting screen shown in FIG. 14 are displayed.

  Furthermore, as shown in FIG. 11, by dragging and dropping the table name and the column displayed in the other window to the Excel sheet displayed in the other window, the database item is added to the cell of the spreadsheet. Can be associated.

  FIG. 12 is an explanatory diagram showing an example of a display screen for setting extraction conditions in the business management system. As shown in FIG. 12, as extraction conditions, data item name, data and condition operator (for example, =) options, conditions (conditions that can be set by the user such as year, month), condition values, sort conditions Is displayed and a confirmation button is displayed.

  FIG. 13 is an explanatory diagram illustrating an example of a display screen for setting update conditions in the business management system. As shown in FIG. 13, as update conditions, data item names, conditions (conditions that can be set by the user such as year, month), condition values, presence / absence of deletion before update, data item name to be deleted, and deletion Options for data and condition (for example, =), options for conditions (conditions that can be set by the user such as year and month), condition values, and a confirmation button are displayed.

  FIG. 14 is an explanatory diagram illustrating an example of a display screen for setting a display direction in the business management system. As shown in FIG. 14, an option for data display direction from the start cell, an input form for determining the interval between cells for displaying data, and an input form for entering the number of data to be displayed in the selected direction from the start cell are displayed. In addition, a confirmation button is displayed.

  FIGS. 15 and 16 are explanatory diagrams showing examples of display screens when a new spreadsheet is registered in the business management system. As shown in FIG. 15, a spreadsheet template is displayed on the display screen 44 of the computer 42 of the environment manager 40. The environment manager 40 can create a new spreadsheet using these templates. When a new spreadsheet is created, it is uploaded to the Web server 100 from the display screen shown in FIG.

  17 and 18 are explanatory diagrams showing examples of display screens of the business management system. FIG. 17 displays the template name, category ID, and category name. To create a new category, click Create new category. When the new category creation is clicked, a transition is made to the screen shown in FIG. As shown in FIG. 18, when a new template is created, a category name is entered and saved.

  FIG. 19 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 19 shows a display screen 24 displayed on the computer 22 of the user 20. In the upper part of the display screen 24, a task list tab and a workflow tab are displayed. By clicking these tabs, the displayed contents can be changed. In addition, a login user name, a logout button, and a help button for displaying an operation procedure are displayed. Further, below these tabs and buttons on the display screen 24, for example, a message is displayed when work is returned. If this message is clicked, a transition is made to the return list screen. Below this message, the user's department is displayed. Furthermore, a category name such as budgeting is displayed at the bottom. A table is displayed under the category name, and the Excel template name, update date, and workflow status information can be displayed in this table. The display items in this table can be selected. A comment can be attached to each item.

  FIG. 20 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 20 shows a screen displayed when the display item in the table of FIG. 19 is selected. As shown in FIG. 20, on the display screen 24, a list of settable items among the display items is displayed. The user 20 puts a check on the item to be displayed. The display order can also be set. If the contents set on this screen are acceptable, the display item update button is clicked.

  FIG. 21 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 21 shows a display screen 24 when a comment is entered on an Excel sheet. In the upper left part of the display screen 24, when a comment or attached material is attached to the Excel sheet, the attached material name or the like is displayed at the upper part of the screen. In the center of the display screen 24, a new comment entry field is provided. Below the comment entry field, there is a selection button for selecting the attached material from “reference”. Further, a check box for selecting a transmission destination selected in advance is provided, and a comment can be transmitted to the selected transmission destination by clicking a comment transmission button. The transmission destination can be selected.

  FIG. 22 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 22 shows a display screen 24 displaying a comment list. A comment is displayed at the top of the display screen 24 for each Excel sheet to which a comment has been exchanged. The content of the comment is newer as it goes up. A comment can be added by clicking a comment addition button.

  FIG. 23 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 23 shows a display screen 24 when the workflow tab is clicked. Note that the display items of this screen can be changed depending on the authority of the person who displays the screen, such as the Excel manager 30 or the environment manager 40. A table is displayed in the center of the display screen 24. In this table, a workflow name, a status of the workflow, and a button for confirming the details of the workflow are displayed.

  FIG. 24 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 24 shows the display screen 24 when the details of the workflow are displayed. A table is displayed at the center of the display screen 24, and a workflow step, status, user in charge, work type, Excel, action, and comment are displayed. All steps are displayed in the step. In addition, in the status, the detailed status (working, applying, sending back) in each step is displayed. The role of the person in charge is displayed in the work type. In the case of an authorized user, an approval button is displayed in the action. The comment is displayed when there is a comment at the time of approval. When there is an attached material, a clip mark is displayed.

  FIG. 25 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 25 shows a display screen 34 when the Excel manager 30 having the authority to manage the workflow approves or rejects the workflow. A table is displayed at the center of the display screen 34, and a list of approval tasks and workflows to be approved or rejected is displayed.

  FIG. 26 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 26 shows a display screen 34 that transitions when the approval button is pressed in FIG. A check box indicating approval or rejection is displayed at the upper left of the display screen, and a comment entry field is displayed at the center. In addition, a reference button for attaching a file is displayed below the comment entry field. Then, the approval or rejection is confirmed by clicking the Save button.

  FIG. 27 is an explanatory diagram illustrating an example of a display screen of the business management system. FIG. 27 shows a display screen 34 for managing the workflow. A table is displayed in the center of the display screen 34, and a flow step created with the workflow editor, a workflow name, a created user name, and a workflow start screen are displayed. When the Excel manager 30 wants to create a workflow, click the new workflow creation part.

  28 and 29 are explanatory diagrams illustrating examples of display screens of the business management system. FIG. 28 shows a display screen 34 for creating a new workflow. On the display screen 34, a form for entering the template name of the workflow to be created is displayed. In addition, the display screen 34 is provided with a check box to be checked when version management is desired. To confirm the entered workflow name, click the Save button. FIG. 29 is a display screen 34 on which details of the created workflow are displayed. On the display screen 34, all the steps of the created workflow are displayed.

  30 and 31 are explanatory diagrams illustrating an example of a display screen of the business management system. FIG. 30 shows a display screen 34 for managing user security. A table is displayed in the center of the display screen 34, and a user ID, a user name, a mail address, a department name, a login ID, and an authority are displayed. FIG. 31 shows a display screen 34 for creating a new user. From the top of the display screen 34, a form for entering a login ID, user name, password, affiliation, and mail address, and a pull-down menu for selecting authority are displayed. In order to confirm the set new user, the Save button is clicked.

  FIG. 32 is a conceptual diagram illustrating an example of a business management system. FIG. 32 shows an example of a business management system that includes an xB Server as an example of a Web server and Excel (registered trademark) used by a user. This is an example when the number of restaurants is 21,000 and the total number of stores is about 1,500 restaurants.

  In this restaurant chain, before introducing the business management system according to the present invention, wait for 10 days until the monthly closing figures are created, and then make a decision-making document based on the monthly closing figures. I was making it. For this reason, there has been a problem that the degree of achievement of the budget for the sales target of each store is not known at an appropriate time. In addition, although customer information is collected, there is a problem that it is very rough and useful information cannot be read.

  However, with the business management system of the present invention, using the application (Excel (registered trademark)) familiar to the management layer, it is possible to quickly analyze at the angle you want to see, and to greatly shorten the decision-making process . For example, we analyzed customer collection information by age group and gender, and found that the age group was unexpectedly high.

  In addition, it took two weeks to create decision-making materials before introducing the business management system according to the present invention. By operating one button, it is possible to grasp the actual / predictive comparison in real time. became. This makes it possible to change the daily budget suddenly due to the weather.

  FIG. 33 is a conceptual diagram illustrating an example of a business management system. FIG. 33 shows an example in which the business management system according to the present invention is applied to an electronic device manufacturer having, for example, 770 employees and sales of 22.0 billion yen. In electronic device manufacturers, the market demand prices for semiconductors and mobile devices are extremely fluctuating, and close collaboration between sales departments and manufacturing departments is indispensable, and planning of production plans and parts procurement plans based on sales forecasts is indispensable. It was. Furthermore, a quick response to changes in the sales forecasting side was necessary for manufacturing and procurement planning.

  For this reason, the business management system according to the present invention uses an application (Excel (registered trademark)) familiar to the user to realize close cooperation between the sales department and the manufacturing department, and to change the sales forecast. It was possible to quickly reduce the amount of inventory that was reflected in the production plan and procurement plan. In addition, due to the improvement in work efficiency, it was possible to assign two people to work that had previously been performed exclusively by three people, and to engage one person from low value-added work to high value-added work.

  In addition, the improvement of the accuracy of management accounting has made it possible to see problems that could not be seen. For example, when looking at profits for each department, there may be cases where it looks like it is profitable depending on how it is viewed and is not actually profitable. For example, before the introduction of the business management system according to the present invention, it seemed that the small department was more profitable in the large luggage and small luggage departments of distribution customers. This is because sales were large because there were many cheap costs. However, when the business management system according to the present invention was introduced and analyzed using Excel (registered trademark), it was found that indirect costs (writing slips, making calls, etc.) occurred in the small department. It turns out that, surprisingly, the larger department is more lucrative.

  FIG. 34 is a conceptual diagram illustrating an example of a business management system. FIG. 34 shows an example in which the business management system according to the present invention is applied to, for example, a real estate developer whose sales are 170 billion yen.

  Prior to the introduction of the business management system according to the present invention, employees managed revenue forecast plans (budgets / revenue forecasts) for each real estate property using individual personal Excel. There was a mistake that lost the trust of investors, such as a difference of 100 million yen. By introducing the business management system according to the present invention, Excel version management and data history are made possible. This eliminates mistakes such as accidentally using old data.

  In addition, since the Excel interface that employees are accustomed to using was directly adopted in the new system, it was possible to move smoothly without resistance to education and the new system.

  FIG. 35 is a conceptual diagram illustrating an example of a business management system. FIG. 35 shows an example in which the business management system according to the present invention is applied to, for example, an electronic / electric equipment manufacturer (precision machinery / equipment manufacturing industry) with sales of 193.1 billion yen and 760 employees.

  In this electronic / electric equipment manufacturer, organization A has been divided into organizations B and C, so the data contained in organization A must be manually distributed to B and C. It took time.

  For this reason, budget allocation at the time of organization change is simplified, manual manual tabulation work is automated, manual transmission / reception / non-arrival check is automated, allocation work is reduced, and input There was a request to capture data without increasing the burden on the user.

  By introducing the business management system according to the present invention, it is easy to cope with organizational changes. In the existing in-house system, allocation took one hour, but it was reduced to 20 seconds. In addition, it is now possible to reflect changes to all data by specifying past performance allocation ratios. Furthermore, since the familiar Excel interface can be used in the new system as it is, it has made a smooth transition without resistance to education and the new system, making it easier to deal with organizational changes, automation of calculation processing, and changes in calculation logic. As a result, the budgeting period could be shortened from one month to one week, reducing inventory.

  As described above, the business management system of the present invention links a client having execution means for executing application software having a spreadsheet (for example, Excel (registered trademark)) and data in the spreadsheet cell to a database. A server (Web server) having a function of saving.

  The server selects a database item of a database to be associated with an application software spreadsheet (for example, an Excel (registered trademark) sheet), sets an extraction condition for extracting the database item based on information from the client, and sets the database item. Set update conditions to update items based on information from the client. Further, a spreadsheet having a plurality of cells is binarized and stored in a database, and cell item related information (for example, form information) in which a selected database item is associated with a predetermined cell of the spreadsheet for each saved spreadsheet. Remember.

  Therefore, the selected database item can be extracted / updated based on the information from the client. Furthermore, since the cell item related information associates the cell of the spreadsheet with the database item, for example, when extracting the database item, it can be extracted to a predetermined cell of the spreadsheet. For this reason, forms and data can be centrally managed in a database. Furthermore, since an application (for example, Excel (registered trademark)) familiar to the user can be used, it is possible to provide a business management system that is easy for the user to use and has low development costs.

DESCRIPTION OF SYMBOLS 10 Business management system 20 User 22 Computer 24 Display screen 30 Excel manager 32 Computer 34 Display screen 40 Environment manager 42 Computer 44 Display screen 100 Web server 110 exB management database 120 Spreadsheet data database

Claims (3)

A client having execution means for executing application software having a spreadsheet;
A system for business management comprising a function of linking data in cells of the spreadsheet to a database and storing the data in the database,
Database item selection means for selecting a database item of the database to be associated with the spreadsheet;
Extraction condition setting means for setting an extraction condition for extracting the database item selected by the database item selection means based on information from the client;
Update condition setting means for setting an update condition for updating the database item selected by the database item selection means based on information from the client;
Spreadsheet storage means for storing the spreadsheet having a plurality of cells;
Cell related information storage means for storing cell item related information in which the database item selected by the database item selection means is associated with a predetermined cell of the spreadsheet for each spreadsheet stored in the spreadsheet storage means. A business management system characterized by comprising: In the business management system according to claim 1,
The server
When the client calls a predetermined spreadsheet stored in the storage means,
Data of the database item extracted based on information from the client according to the extraction condition;
And transmitting means for transmitting, to the client, spreadsheet related information obtained by scripting the cell item related information related to the predetermined spreadsheet stored by the cell related information storage means,
The client
A business management system comprising spreadsheet composition means for constructing a spreadsheet based on the received spreadsheet related information. In the business management system according to claim 1,
The server
When the client updates a predetermined spreadsheet stored in the storage unit,
Data of the database item extracted based on information from the client according to the extraction condition;
And transmitting means for transmitting, to the client, spreadsheet related information obtained by scripting the cell item related information related to the predetermined spreadsheet stored by the cell related information storage means,
The execution means of the client is:
A spreadsheet composing means for composing a spreadsheet based on the received spreadsheet related information;
Updating means for updating the spreadsheet constructed by the spreadsheet construction means;
Client transmission means for transmitting the updated spreadsheet data to a server,
The server
Consistency determining means for determining whether the received data of the spreadsheet is consistent with the update condition,
A business management system comprising: a data updating unit that updates data in the spreadsheet database based on the data of the spreadsheet when the consistency checking unit determines that there is consistency.