JP2012194999A - Contract management device and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a contract management device and a program capable of performing a propriety confirmation of an overlap contract based on a relationship between an existing maintenance contract product and another maintenance contract product.SOLUTION: The contract management device according to the present invention capable of referring to a contract related to equipment includes; acquiring means for acquiring concluded contract information related to equipment; input means for inputting novel contract related to equipment to be newly concluded; and output means for outputting information according to a relationship between the concluded contract information and the novel contract.

Description

  The present invention relates to the field of contract management apparatuses and programs.

  In recent years, computer systems have been operating in various business conditions and environments in the wake of the computer society. Recovery response is required. For this reason, equipment manufacturers and equipment sellers (maintenance service providers) are not only selling and installing equipment, but also providing customers with various types of response for the purpose of stable operation of the equipment sold later. Various maintenance products (maintenance service products) are prepared and provided.

  In general, in the case of new equipment sales, the sales equipment often has a free maintenance contract of about six months to one year. This means quality assurance for the equipment immediately after purchase. Accordingly, since the contents of the free maintenance contract are often the minimum guaranteed contents, the maintenance service provider prepares a plurality of various maintenance products (optional products) to meet the needs of each user.

  When concluding a maintenance contract, a maintenance service provider (for example, a sales representative) listens to the customer's maintenance needs and proposes an appropriate product from a plurality of various maintenance products to the customer. Then, a maintenance contract is created and a maintenance contract is concluded for one or more maintenance products (see, for example, Patent Document 1).

  Here, there are a wide variety of maintenance products, such as their types and contents. In fact, it is very difficult for a sales person to determine which maintenance product to propose to a customer. there were. For example, maintenance products that are contracted for each unit of equipment include maintenance for hardware, maintenance for software, maintenance that includes both hardware and software, etc. There are maintenance contracts for all business units and customer companies. As for the maintenance contents, there are maintenance products of various service levels such as maintenance response time (24 hours 365 days, weekdays 9 to 17:00, etc.), free replacement of parts or a charge. Among these products, there are also maintenance products that must not be contracted at the same time, for example, because the contents of maintenance are duplicated.

  The sales person must first check the customer's current maintenance contract status using the customer's management system and the like, and carefully select maintenance products so that the maintenance contents do not overlap (FIG. 1 (a). )). Although customer management systems can refer to customer information, equipment information, maintenance contract information, etc., such system maintenance contract information includes basic information such as the name of the contracted maintenance product, contract period, price, etc. In this case, in order to check more detailed maintenance contract information, the sales person accesses the maintenance management system separately or makes an inquiry to the maintenance service person in charge. Work is required (FIG. 1 (b)). Then, after confirming detailed maintenance contract information, the sales representative takes time and effort to avoid proposing maintenance products to customers that cannot be contracted at the same time. Confirmation had to be done.

  Therefore, in the present invention, in view of the above problems, it is possible to comprehensively check existing maintenance contract products using customers and devices as search units, and duplication based on the relationship between existing maintenance contract products and other maintenance contract products. It is an object of the present invention to provide a contract management apparatus and program capable of confirming whether or not a contract can be accepted.

  In order to solve the above-described problem, a contract management apparatus according to the present invention is a contract management apparatus that can refer to a contract related to a device, and obtains a contract information that has already been concluded regarding the device, and a new conclusion regarding the device. Input means for inputting a new contract, and output means for outputting information corresponding to the relationship between the concluded contract information and the new contract.

  In order to solve the above-described problem, a program according to the present invention is a program that causes a computer to function as a contract management apparatus that can refer to a contract related to a device, and the program acquires a contract that has been concluded regarding a device. The computer causes the computer to execute a procedure, a procedure for inputting a new contract to be newly concluded for the device, and a procedure for outputting information according to the relationship between the concluded contract and the new contract.

  In addition, what applied the arbitrary combination of the component of this invention, expression, or a component to a method, an apparatus, a system, a computer program, a recording medium, etc. is also effective as an aspect of this invention.

  ADVANTAGE OF THE INVENTION According to this invention, the contract management apparatus and program which can perform the possibility confirmation of the duplicate contract based on the relationship between the existing maintenance contract goods and other maintenance contract goods can be provided.

It is a figure which shows an example of a prior art. It is a whole lineblock diagram concerning this embodiment. 2 is a hardware configuration diagram illustrating a main configuration of an embodiment of a maintenance contract management server 10. FIG. 2 is a functional block diagram illustrating main functions of an embodiment of a maintenance contract management server 10. FIG. An example of the duplicate contract determination master according to the present embodiment is shown. An example of a maintenance contract management screen is shown. An example of the search result screen is shown. An example of a duplicate contract determination result screen (part 1) is shown. An example of a maintenance contract data file is shown below. The example (No. 2) of a duplicate contract determination result screen is shown. 4 is a flowchart showing information processing of the maintenance contract management server 10.

  The best mode for carrying out the present invention will be described below with reference to the drawings in each embodiment.

[system]
(overall structure)
First, before describing specific contents of the present invention, an overall configuration for carrying out the present invention will be described. FIG. 2 is an overall configuration diagram according to the present embodiment. As shown in the figure, the system includes a maintenance contract management server 10, a customer management system 20, and a maintenance management system 30 according to the present invention, which are connected to each other via a network.

  The maintenance contract management server 10 obtains (searches) and presents various information from the customer management system 20 and the maintenance management system 30 in accordance with the operation of a user (for example, a sales representative). That is, by accessing the maintenance contract management server 10, the user can refer to all current information related to the customer such as customer information, information about equipment installed at the customer, and maintenance information contracted with the installed equipment. It is like that. In addition, the maintenance contract management server 10 holds a duplicate contract determination master, and can confirm whether or not a duplicate contract is possible based on the relationship between the current (existing) maintenance contract product and another maintenance contract product. This point will be described later.

  The customer management system 20 is an existing system in which customer information, information on equipment installed at the customer, and maintenance information (simple) contracted with the installed equipment are held in the customer management DB 21. . This is a so-called general customer management system and is widely used by sales representatives and service call centers.

  The maintenance management system 30 is a maintenance management system that manages overall maintenance services. As shown in the figure, in addition to maintaining detailed information for each maintenance product in the product DBs 31 to 33, a maintenance service schedule and results management DB (not shown) are provided, and an actual serviceman is provided. It is an existing system that includes maintenance schedules and results management. Mainly used by service call centers and service personnel.

(hardware)
Here, the hardware configuration of the maintenance contract management server 10 will be briefly described. FIG. 3 is a hardware configuration diagram showing the main configuration of one embodiment of the maintenance contract management server 10. The setting server 10 includes, as main components, a CPU 101, a ROM (Read Only Memory) 102, a RAM (Random Access Memory) 103, an auxiliary storage device 104, a storage medium reading device 105, an input device 106, a display device 107, and a communication device. 108.

  The CPU 101 is composed of a microprocessor and its peripheral circuits, and is a circuit that controls the entire apparatus. The ROM 102 is a memory that stores a predetermined control program (software component) executed by the CPU 101. The RAM 103 executes various control operations by the CPU 101 executing a predetermined control program (software component) stored in the ROM 102. This is a memory used as a work area (work area) when performing.

  The auxiliary storage device 104 is a device that stores various information including a general-purpose OS (Operating System) and various programs, and an HDD (Hard Disk Drive) that is a nonvolatile storage device is used.

  The input device 106 is a device for the user to perform various input operations. The input device 106 includes a mouse, a keyboard, a touch panel switch provided so as to be superimposed on the display screen of the display device 107, and the like. The display device 107 is a device that displays various data on a display screen. For example, it is composed of LCD (Liquid Crystal Display), CRT (Cathode Ray Tube) and the like.

  The communication device 108 is a device that communicates with other devices via a network. Supports communication according to various network forms including wired and wireless networks.

(function)
Next, the main functional configuration of the maintenance contract management server 10 according to the present embodiment will be briefly described. FIG. 4 is a functional block diagram showing the main functions of one embodiment of the maintenance contract management server 10. As shown in the figure, the maintenance contract management server 10 includes a storage unit 11, a customer maintenance contract information acquisition unit 12, an input unit 13, a duplicate contract determination unit 14, and an output unit 15 as main functions.

  The storage unit 11 stores a duplicate contract determination master that defines whether or not a duplicate contract is possible based on the relationship between the maintenance product and another maintenance product. The duplicate contract determination master will be described later with a specific example.

  The customer maintenance contract information acquisition unit 12 receives contracted maintenance contract information for one customer from the customer management system 20 and the maintenance management system 30 based on one attribute information of customer information, equipment information, or maintenance contract information. It has a function to acquire. That is, according to the user's operation, the customer maintenance contract information acquisition unit 12 uses the attribute information of the customer information, device information, or maintenance contract information as a search key, and the customer information from the customer management system 20 and the maintenance management system 30. By acquiring information on the devices installed at the customer and maintenance information contracted for the installed devices, the user can refer to the maintenance contract information about the customer currently contracted.

  The input unit 13 has a function of inputting maintenance product information of maintenance products for determining whether or not a new contract is possible. Specifically, when the sales representative makes a determination of a duplicate contract for a maintenance product to be proposed to a customer, maintenance product information of the target maintenance product can be input to the maintenance contract management server 10.

  The input unit 13 includes a maintenance product information acquisition unit 13-2 that acquires all registered maintenance product information from the maintenance management system 30. Therefore, it is possible to automatically acquire all registered maintenance product information from the maintenance management system 30 and the duplicate contract determination master (detailed later) and input to the maintenance contract management server 10 instead of the input from the sales staff. . Specifically, it is used when a sales person wants to refer to maintenance products that can be contracted among all maintenance products.

  The input unit 13 includes a maintenance contract information acquisition unit 13-3 that acquires information on the maintenance contract. Therefore, the maintenance contract (information) created by the sales representative can be input to the maintenance contract management server 10. Specifically, it is used when a sales representative creates a maintenance contract once, but the maintenance product in the contract is used to determine whether there is a problem in relation to the maintenance product that has already been contracted. .

  The duplicate contract determination unit 14 overlaps the maintenance product based on the contracted maintenance contract information acquired by the customer maintenance contract information acquisition unit 12 and the maintenance product based on the maintenance product information input from the input unit 13. By referring to the determination master, it has a function of determining whether or not a duplicate contract is possible. In the duplicate contract determination master, whether or not a duplicate contract is permitted is defined by a combination of maintenance products. The duplicate contract determination unit 14 determines a maintenance product that has already been contracted, and a maintenance product that a sales person intends to propose to a customer. And determine whether or not the problem of duplicate contracts occurs. The overlapping contract determination unit 14 can determine whether or not a overlapping contract is possible including the contract period (described later). This is because even if the same maintenance product is used, contracts are possible if the contract periods do not overlap.

  The output unit 15 has a function of outputting a maintenance product that can be newly contracted or impossible based on the determination of the duplicate contract determination unit 14. For the sales representative, the maintenance product to be proposed to the customer is shown whether it is appropriate in relation to the contracted maintenance product.

  The main functional configuration of the maintenance contract management server 10 has been described above. These functions are actually realized by a computer by a program executed by the CPU of each device.

(Example of duplicate contract judgment master)
FIG. 5 shows an example of a duplicate contract determination master according to the present embodiment. In the table, the horizontal axis (row) defines the product name of “existing contract product”, and the vertical axis (column) defines the product name of “new contract product”. “Existing contract product” refers to a maintenance product that has already been contracted by the customer, and “new contract product” refers to a maintenance product that is to be newly proposed / contracted to the customer. Then, for each combination of “new contract product” and “new contract product”, whether or not a duplicate contract is possible is defined (OK, NG, or warning). OK indicates that a double contract is allowed, and NG indicates that a double contract is not possible. The warning alerts the user and indicates that some contracts and conditions may or may not allow duplicate contracts.

  This maintenance product and availability information is pre-registered (regulated) by the administrator etc. on the duplicate contract determination master, and when a new maintenance product is newly released, the maintenance product and availability information is duplicated each time. It is additionally registered on the contract judgment master.

  Specifically, for example, it is assumed that a certain customer has already made a contract for a maintenance product of “HD maintenance” as an already-existing “existing contract product”. When a sales representative wants to propose “Anshin P” to this customer as a “new contract product”, according to the duplicate contract determination master, the maintenance is related to the contracted “HD maintenance”. Since the contents overlap, “Anshin P” is a maintenance product that cannot be contracted with “HD maintenance” (NG). On the other hand, for example, when “software maintenance” is newly proposed to this customer as “new contract product”, according to the duplicate contract determination master, the maintenance content is related to the contracted “HD maintenance”. There is no duplication, and “soft maintenance” is a maintenance product that can be contracted with “Anshin P” (OK).

  The above-described duplicate contract determination unit 14 refers to such a duplicate contract determination master, so that the maintenance product based on the contracted maintenance contract information and the maintenance product based on the maintenance product information input from the input unit 13 are used. On the other hand, it is determined whether or not a duplicate contract is possible.

(Operation screen example)
Next, the operation contract management server 10 will be described in detail with reference to an example of an operation screen. FIG. 6 shows an example of a maintenance contract management screen. A user (for example, a sales representative) accesses the maintenance contract management server 10 from a PC terminal or the like, and displays and refers to, for example, a maintenance contract management screen. As shown in the figure, the user uses customer information such as a customer ID and a customer name, device information such as a device ID and a device name, and maintenance contract information such as a contract ID as keys, and customer customer information and customer device information. , And maintenance contract information that has been contracted by a customer or a device unit can be retrieved and referred to in a centralized manner. Here, it is assumed that the customer ID “00012” is input and “search” is performed.

  FIG. 7 shows an example of a search result screen. As shown in the figure, on the search result screen, the customer information (customer name, address, etc.) of the customer with the customer ID “00012”, installed device information (device name, device ID, etc.), and maintenance contract information ( Maintenance contract, maintenance contract product, contract period, etc.) are displayed. The user can refer to these information centrally.

  In the example of the search result screen, it is possible to determine a duplicate contract by inputting a new maintenance product for the maintenance contract information for the installed device. As shown in the figure, when a new maintenance product is “selected and entered from a list”, the user checks a check box. Since all new maintenance products are displayed in the list, one new maintenance product is selected from the list. This is used when the user makes a duplicate contract determination for a new maintenance product that the user intends to propose to the customer.

  Alternatively, when a new maintenance product is “input from a maintenance contract”, the user checks a check box and then operates a “file reference” button or the like to specify a data file of one maintenance contract. Although the user has once created a maintenance contract, the new maintenance product in the contract is used to make a duplicate contract determination as to whether there is a problem in relation to the maintenance product that has been contracted.

  Alternatively, when “input all maintenance products” as a new maintenance product, the user checks the check box. This is used when the user wants to refer to a new maintenance product that can be contracted among all maintenance products. In either case, the “Duplicate Judgment” button is finally pressed.

  Here, it is assumed that “select and input from list” is selected, and a new maintenance product “Anshin P” is selected from the list. FIG. 8 shows an example of a duplicate contract determination result screen (part 1). The customer's installed equipment "MFP model001" (equipment ID: A01001) has a maintenance contract for the existing maintenance contract product "HD maintenance", and new maintenance has been made for the existing maintenance contract product "HD maintenance". The product “Anshin P” is a duplicate contract “NG”, and the determination result that “the product cannot be contracted at the same time” is displayed. As described above, this duplicate contract determination is based on the duplicate contract determination master (FIG. 5).

  On the other hand, in FIG. 7, the “Input from maintenance contract” check box is checked, the maintenance contract data file (eg, FIG. 9) is designated by operating the “Browse file” button, etc., and the “Duplicate judgment” button is clicked. Suppose that it is pressed. As in the case of “Select and enter from the list”, the customer's installed device “MFP model001” (device ID: A01001) has a maintenance contract for the existing maintenance contract product “HD maintenance”. Based on the contract, “Anshin P” is input as a new maintenance product. Therefore, the result is the same as that of the duplicate contract determination result screen example of FIG. In contrast to the existing maintenance contract product “HD maintenance”, the new maintenance product “Anshin P” displays the determination result of “NG” and “a product that cannot be contracted at the same time”.

  On the other hand, it is assumed that the “input all maintenance products” check box is checked in FIG. 7 and the “duplicate determination” button is pressed. FIG. 10 shows a duplicate contract determination result screen example (part 2). The customer's installed equipment “MFP model001” (equipment ID: A01001) has a maintenance contract for the existing maintenance contract product “HD maintenance”, and all existing maintenance contract products “HD maintenance” The result of each determination is displayed in relation to the new maintenance product. As described above, this duplicate contract determination is based on the duplicate contract determination master (FIG. 5). Next, specific information processing of the maintenance contract management server 10 will be described.

[Information processing]
FIG. 11 is a flowchart showing information processing of the maintenance contract management server 10. The following description will be made with reference to the above-described operation screen examples as appropriate.

  In S <b> 1, the customer maintenance contract information acquisition unit 12 acquires customer information, device information, and maintenance contract information (existing contract product) that has been contracted for the device from the customer management system 20 and the maintenance management system 30 (FIG. 7).

In S2, the input unit 13 acquires a new contract product. The input method can be, for example, the above three methods (FIG. 7).
S2-1: Acquire one new contract product selected from the list S2-2: Acquire one or more new contract products from the maintenance contract S2-3: All new contracts from the maintenance management system or the duplicate contract determination master When a new contract product is input (acquired) in S3, the duplicate contract determination unit 14 determines whether or not a duplicate contract between the existing contract product and the new contract product is possible. As described above, the duplicate contract determination unit 14 includes the maintenance product based on the contracted maintenance contract information acquired by the customer maintenance contract information acquisition unit 12 and the maintenance product based on the maintenance product information input from the input unit 13. On the other hand, by referring to the duplicate contract determination master, whether or not a duplicate contract is possible is determined.

  In S4, the output unit 15 outputs a determination result (contract availability). Based on the determination by the duplicate contract determination unit 14, a new maintenance product that can be contracted or impossible is output, and a new maintenance product that is considered to be proposed / contracted to a customer from now on Whether it is appropriate or not is presented (FIGS. 8 and 10).

  When acquiring a new contract product from the maintenance contract in S2-2, if the maintenance contract includes information on not only one but also a plurality of new contract products, a plurality of new contract products are acquired. To do. In addition, as a method for information on a new contract product from a maintenance contract, for example, a format (form) of the contract can be determined in advance, and information at a predetermined position can be determined and acquired as information on the new contract product. Also, regardless of the format, it is possible to determine and acquire information on new contract products by language analysis or the like.

  In S3, the duplicate contract determination unit 14 determines whether or not a duplicate contract between an existing contract product and a new contract product can be made. . However, for example, when inputting new maintenance products (FIG. 7), it is also possible to determine whether or not a duplicate contract can be made at the future date and time if information on the scheduled date of contract for the new maintenance products can be input together. Is possible.

[Summary]
As described above, the maintenance contract management server 10 according to the present embodiment is connected to the customer management system 20 and the maintenance management system 30 via the network, and has been contracted at least by customer information, customer device information, and customer or device units. This is a maintenance contract management apparatus capable of referencing maintenance contract information centrally. And, from the customer management system 20 and the maintenance management system 30, based on one attribute information of customer information, equipment information or maintenance contract information, it is possible to acquire contracted maintenance contract information for one customer and newly contract. Enter the maintenance product information of the maintenance product that determines whether or not it is stored, store a duplicate contract judgment master that specifies whether or not a duplicate contract is possible based on the relationship between the maintenance product and other maintenance products, and have already contracted By referring to the duplicate contract determination master for maintenance products based on maintenance and maintenance products based on the entered maintenance product information, it is determined whether or not a duplicate contract is possible, and a new contract is possible or impossible based on the determination. A simple maintenance product.

  Therefore, the user accesses the maintenance contract management server 10 to centralize all the current information about the customer such as customer information, information about equipment installed at the customer, and maintenance information contracted with the installed equipment. Can be referred to. In addition, the user can easily enter the maintenance products that the customer has contracted with and the maintenance products that the sales representative intends to propose to the customer. Since it is possible to confirm whether or not it is possible, it is possible to avoid a situation in which a customer proposes or contracts a maintenance product that cannot be contracted at the same time because the products are different, but the product is different. Is also detrimental to customers).

  In other words, according to the present invention described above, it is possible to provide a contract management apparatus or the like that can confirm whether or not a duplicate contract is possible based on the relationship between an existing maintenance contract product and another maintenance contract product.

  Note that the present invention is not limited to such specific embodiments, and various modifications and changes can be made within the scope of the gist of the present invention described in the claims.

DESCRIPTION OF SYMBOLS 10 Maintenance contract management server 11 Duplicate contract determination master 12 Customer maintenance contract information acquisition part 13 Input part 13-2 Maintenance product information acquisition part 13-3 Maintenance contract information acquisition part 14 Duplicate contract determination part 15 Output part 20 Customer management system 21 Customer management DB
30 Maintenance management system 31 A Product DB
32 B product DB
33 C product DB
101 CPU
102 ROM
103 RAM
104 Auxiliary storage device 105 Storage medium reading device 106 Input device 107 Display device 108 Communication device

JP 2008-269551 A

Claims (9)

A contract management device capable of referring to a contract related to equipment,
An acquisition means for acquiring contract information about the device,
An input means for inputting a new contract to be newly concluded for the device;
Output means for outputting information according to the relationship between the concluded contract information and the new contract;
A contract management apparatus characterized by comprising: Further comprising storage means for storing a rule as to whether or not a duplicate contract for the device can be concluded;
The contract management apparatus according to claim 1. A determination means for determining whether or not the concluded contract acquired by the acquisition means and the new contract input by the input means can be concluded in duplicate based on the provision;
The contract management apparatus according to claim 2. The storage means stores a rule as to whether or not the duplicate contract can be concluded based on a combination of a plurality of contracts for one device,
The determination means determines whether or not the new contract can be concluded based on a combination of all the concluded contracts and the new contract with respect to one device related to the concluded contract and the new contract. Judging,
The contract management apparatus according to claim 3. The determination means includes determining whether contract periods of the concluded contract and the new contract overlap each other;
The contract management apparatus according to claim 4. The output means outputs either that the duplicate contract can be concluded, cannot be concluded, and can be concluded or impossible according to conditions, according to a result of the determination by the determination means,
The contract management apparatus according to claim 5. The acquisition unit acquires the concluded contract from an external system connected via a network based on any of customer information using the device, device information of the device, or information on the concluded contract. thing,
The contract management apparatus according to claim 6. A program for causing a computer to function as a contract management apparatus that can refer to a contract related to a device,
The program
A procedure to get a contract signed for the device;
A procedure for entering a new contract for a new device,
A procedure for outputting information according to the relationship between the concluded contract and the new contract;
A program that is executed by the computer. Whether or not it is possible to conclude a contract that has already been concluded and a new contract that has been input by the input means with respect to a single device, based on the provision of whether or not a duplicate agreement with respect to a device can be concluded. A procedure for judging;
That causes the computer to execute the program.

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