JP2013025340A - Company evaluation method and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To evaluate a company in consideration characteristics of each business field.SOLUTION: A company evaluation method in a company evaluation system for evaluating a company comprises: an input part; control part; and a storage part. The storage part stores information which indicates a company name and its business field type associated with weighting information. The control part acquires information indicating a business field type via the input part, retrieves the storage part on the basis on the acquired information indicating the business filed type, acquires corresponding company names and weighting information, calculates an average of the acquired weighting information, stores the calculated average of weighting information in association with the information indicating the company name and the business field type in the storage part, calculates an evaluation value of each company by multiplying the average of the weighting information by a deviation of each company in each business filed stored in the storage part, and stores the calculated evaluation value of each company in the storage part.

Description

  The present invention relates to a company evaluation method and program for evaluating a company in consideration of characteristics of each industry.

  In recent solution proposals, not only product, equipment and application proposals, but also solution proposals that clarify the effects of system introduction after accurately grasping the customer's actual management. Therefore, in order to conduct management analysis based on the company's management indicators and implement proposals that match the solution and the company's management issues, it is necessary to conduct management analysis using the company's financial data. There is a fact that it is different whether it is important or not, and it is highly possible that a company's management evaluation from financial data cannot be performed accurately unless the characteristics of specialized industry are grasped.

  As a related technique, for example, a technique described in Patent Document 1 is known. This patent document 1 discloses a technique for weighting financial data and performing company evaluation.

JP 2002-352052 A

  When conducting a business analysis of a company, it is important to consider the characteristic that the degree of importance of management indicators varies depending on the characteristics of the industry. It is difficult to judge whether it should be done. If an expert who is familiar with the characteristics of the industry does not evaluate, there is a possibility of incorrect evaluation. However, Patent Document 1 is characterized by weighting financial data and conducting company evaluations. However, when conducting company evaluations, there is a fact that there is a large difference in characteristics for each industry. Is not considered.

  An object of the present invention is to provide a company evaluation method and program for evaluating a company in consideration of the characteristics of each industry.

  One means for solving the above problem will be described. The present invention is a company evaluation method in a company evaluation system that performs company evaluation. The company evaluation system includes an input unit, a control unit, and a storage unit. In the storage unit, information indicating a company name and industry type and weighting information are stored in association with each other. Then, the control unit acquires information indicating the industry type via the input unit, searches the storage unit based on the acquired information indicating the industry type, acquires the corresponding company name and weighting information, An average value of the obtained weighting information is calculated, the average value of the calculated weighting information is stored in the storage unit in association with the information indicating the company name and the industry type, and each stored in the storage unit The evaluation value of each company is calculated by multiplying the deviation value for each industry of the company and the average value of the weighting information, and the calculated evaluation value of each company is stored in the storage unit.

  According to the present invention, a company can be evaluated in consideration of the characteristics of each industry. As a result, more accurate management analysis can be performed in consideration of the characteristics of each industry compared to the conventional case, so that it is possible to reduce the management analysis man-hours of the client company and improve the order accuracy.

It is a figure which shows the structure of the company evaluation system of this invention. It is a block diagram which shows an example of the hardware constitutions of the server 100 of this invention. It is a figure which shows an example of the hardware constitutions of the user terminal 101 of this invention. It is a flowchart which shows the outline | summary of the weighting input function of this invention. It is a flowchart which shows the outline | summary of the weight average value calculation function of this invention. It is a flowchart which shows the outline | summary of the deviation value calculation function of this invention. It is a flowchart which shows the outline | summary of the company evaluation function of this invention. It is a flowchart which shows the outline | summary of the company evaluation function of this invention. It is a layout figure of the weighting input screen of this invention. It is a layout figure of the weight average value calculation screen of this invention. It is a layout figure of the deviation value calculation screen of this invention. It is a layout figure of the company setting screen of this invention. It is a layout figure of the company evaluation result screen of this invention. It is a layout figure and data example of weighting TBL of this invention. It is the layout figure and data example of the workpiece | work TBL (average value calculation) 209 of this invention. It is a layout figure and data example of weight average value TBL210 of this invention. It is the layout figure and data example of the workpiece | work TBL (EDINET copy) 211 of this invention. It is the layout figure and data example of the workpiece | work TBL (after standard deviation calculation) 212 of this invention. It is a layout figure and example of data of deviation value TBL213 of the present invention. It is a layout figure and data example of work TBL (company name storage) 214 of the present invention. It is a layout figure and data example of work TBL (industry information addition) 215 of the present invention. It is a layout figure and data example of company evaluation TBL216 of this invention.

Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings.
(Overall system configuration)
FIG. 1 is a diagram showing an overall configuration of a company evaluation system according to the present embodiment. The company evaluation system according to the present embodiment is a client / server computer system, and is configured by connecting a plurality of user terminals 101 and a server 100 to a local network 104. The server 100 is configured to be connected to the financial statement EDINET 102 posted on the WEB and the global network 103.

  FIG. 2 is a block diagram illustrating an exemplary hardware configuration of the server 100. The server 100 includes a control unit 201 such as a CPU, a storage unit 200 that stores programs and various types of data executed by the control unit 201, and a network that transmits and receives information to and from the user terminal 101 via the local network 104. And an interface unit 203. The storage unit 200 of the server 100 includes a weight input function 204, a weight average value calculation function 205, a deviation value calculation function 206, a company evaluation function 207, a weight TBL 208, a work TBL (average value calculation) 209, a weight average value TBL 210, a work A TBL (EDINET copy) 211, a work TBL (after standard deviation calculation) 212, a deviation value TBL213, a work TBL (company name storage) 214, a work TBL (industry information addition) 215, and a company evaluation TBL216 are stored. Although details will be described later, the weighting input function 204 has a function of storing information input on the weighting input screen (FIG. 9) by an expert in the weighting TBL 208. The weight average value calculation function 205 has a function of calculating an average value of weights input by each expert for the industry information received from the weight average value calculation screen (FIG. 10) and storing the average value in the weight average value TBL210. The deviation value calculation function 206 has a function of calculating a deviation value for each KPI (important performance evaluation index) of each company based on the data of the financial statement EDINET 102 and storing it in the deviation value TBL 213. The KPI is an index for quantitatively evaluating the achievement degree and the implementation effect of a measure for achieving a certain goal of a company or organization. Further, the company evaluation function 207 calculates the evaluation value of each company by multiplying the deviation value of each KPI of each company stored in the deviation value TBL213 and the weight information of the industry, and stores it in the company evaluation TBL216. In addition, it has a function of displaying on the company evaluation result screen.

FIG. 3 is a block diagram illustrating an example of a hardware configuration of the user terminal 101. The user terminal 101 includes a display unit 300 such as a display, an input unit 301 such as a keyboard and a mouse, a control unit 302, a storage unit 304 that stores programs and data for processing executed by the control unit 302, and a local network 104. A network interface unit 303 that transmits and receives information to and from the server 100. The storage unit 304 of the user terminal 101 stores a screen display function 305 and a data transmission function 306.
(Processing flow)
FIG. 4 is a flowchart showing processing of the weighting input function 204. First, the weight average value calculation screen (FIG. 10) is displayed on the display unit 300 of the user terminal 101. Here, from the user terminal 101, an operator inputs information to the industry input area 900, the name input area 901, and the weight gravity area 902 using the input unit 301, and presses an OK button 903, whereby the industry and name are entered. The management index and weight information are transmitted from the user terminal 101 to the server 100 via the network 104, and the weighting input function 204 receives the industry, name, management index, and weight information (step S401).

Next, the weighting input function 204 stores the industry, name, management index, and weight information in the weighting TBL 208 (FIG. 14) (step S402).
(Processing flow)
FIG. 5 is a flowchart showing processing of the weighting input function 204. First, a weighting input screen (FIG. 9) is displayed on the display unit 300 of the user terminal 101. Here, when the operator inputs information into the industry input area 1000 using the input unit 301 and performs an operation of pressing the OK button 1001 from the user terminal 101, the industry, name, management index, and weight information are obtained. Then, the data is transmitted from the user terminal 101 to the server 100 via the local network 104, and the server 100 receives the industry, name, management index, and weight information (step S501).

  Next, the weighted average calculation function 205 searches the industry 1300, name 1301, KPI_1 (1302), KPI_2 (1303) for the 3 records extracted by searching the industry (retail business) from the weighting TBL 208 (FIG. 14) as a key. , KPI_3 (1304), KPI_4 (1305), KPI_5 (1306), KPI_6 (1307), KPI_7 (1308) are acquired, and the industry (1400), name (1401) of the work TBL (average value calculation) 209 (FIG. 15) ), KPI_1 (1402), KPI_2 (1403), KPI_3 (1404), KPI_4 (1405), KPI_5 (1406), KPI_6 (1407), and KPI_7 (1408) (step S502).

  Next, the weighted average calculation function 205 performs the work TBL (average value calculation) 209 (FIG. 15) KPI_1 (1402), KPI_2 (1403), KPI_3 (1404), KPI_4 (1405), KPI_5 (1406), KPI_6 ( 1407) and KPI_7 (1408), average values are calculated (step S503).

Next, the weighted average calculation function 205 calculates the average values of KPI_1, KPI_2, KPI_3, KPI_4, KPI_5, KPI_6, and KPI_7 calculated in the preprocessing, respectively, as KPI_1 weight average 1501, KPI_2 weight average 1502, KPI_3 of the weight average value TBL210. The weight average 1503, KPI_4 weight average 1504, KPI_5 weight average 1505, KPI_6 weight average 1506, and KPI_7 weight average 1507 are stored (step S504).
(Processing flow)
FIG. 6 is a flowchart showing the processing of the deviation value calculation function 206. First, a deviation value calculation screen (FIG. 11) is displayed on the display unit 300 of the user terminal 101. Here, when the operator performs an operation of pressing the deviation value calculation execution button 1100 using the input unit 301 from the user terminal 101, a deviation value calculation execution command is transmitted from the user terminal 101 to the server via the local network 104. The server 100 receives the deviation value calculation execution command (step S601).

  Next, the deviation value calculation function 205 searches the information of the financial statement EDINET 102 via the global network 103, acquires the company ID, company name, industry, KPI_1, KPI_2, KPI_3, KPI_4, KPI_5, KPI_6, KPI_7, Company ID 1600 of work TBL (EDINET copy) 211, company name 1601, industry 1602, KPI_1 (1603), KPI_2 (1604), KPI_3 (1605), KPI_4 (1606), KPI_5 (1607), KPI_6 (1608), KPI_7 ( 1609) (step S602).

  Next, the deviation value calculation function 205 counts the number of KPIs stored in the work TBL (EDINET copy) 211, and sets N (number of KPIs) = 7 (step S603).

  Next, the deviation value calculation function 205 substitutes 0 for the variable A (step S604).

  Next, the deviation value calculation function 205 substitutes A + 1 for the variable A (step S605).

  Next, the deviation value calculation function 205 obtains the company-wide average and company-wide standard deviation of KPI_A (A = 1) from the work TBL (EDINET copy) 211, and the company-wide average 1701 of the work TBL (after standard deviation calculation) 212, company-wide. Stored in the standard deviation 1702 (step S606).

  Next, the deviation value calculation function 205 repeats the processing of S605 to S606 until N = A (step S607).

  Next, the deviation value calculation function 205 acquires the number of records of the work TBL (EDINET copy) 211 and sets M = 10 (step S608).

  Next, the deviation value calculation function 205 sets B = 0 (step S609).

  Next, the deviation value calculation function 205 sets B = B + 1 = 1 (step S610).

  Next, the deviation value calculation function 205 sets A = 0 (step S611).

  Next, the deviation value calculation function 205 sets A = A + 1 = 1 (step S612).

  Next, the deviation value calculation function 205 calculates the deviation value of the company in the B record of the work TBL (EDINET copy) 211 based on the company-wide standard deviation of KPI_A (A = 1) from the work TBL (after standard deviation calculation) 212. Is calculated (step S613).

  Next, the deviation value calculation function 205 stores the calculated deviation value in KPI_A (A = 1) (2003) of the deviation value TBL213 (step S614).

  Next, the deviation value calculation function 205 repeats calculation of deviation values for all KPIs (KPI_1 to KPI_7) until N = A (step S615).

Next, the deviation value calculation function 205 repeats the deviation value calculation for all companies (company ID: 1 to 10) until M = B (step S616).
(Processing flow)
FIG. 7 is a flowchart showing the processing of the company evaluation function 207. First, a company evaluation setting screen (FIG. 12) is displayed on the display unit 300 of the user terminal 101. Here, from the user terminal 101, the operator inputs the proposed company 1200, the competitor 1 (1201), the competitor 2 (1202), and the competitor 3 (1203) using the input unit 301, and an OK button 1204. When the user presses the button, the proposed company 1200, competitor 1 (1201), competitor 2 (1202), and competitor 3 (1203) are transmitted from the user terminal 101 to the server 100 via the local network 104. The server 100 receives the proposed company 1200, the competitor 1 (1201), the competitor 2 (1202), and the competitor 3 (1203), and stores them in the company name 1800 of the work TBL (company name storage) 214 (step S701). .

  Next, the company evaluation function 207 acquires the number of records of the work TBL (company name storage) 214, and sets N = number of records = 4 (step S702). Next, the company evaluation function 207 sets A = 0 (step S703).

  Next, the company evaluation function 207 sets A = A + 1 = 1 (step S704).

  Next, the company evaluation function 207 uses the company of the A record (first record = company name “A”) of the work TBL (company name storage) 214 as a key to select the industry 1602 from the work TBL (EDINET copy) 211. It is acquired and stored in the industry 1901 of the work TBL (industry information addition) 215 (step S705).

  Next, the company evaluation function 207 repeats industry storage (steps S704 to S705) for all companies (A, Z, B, Y) until A = N (step S706).

Next, the company evaluation function 207 determines whether the value of the industry 1901 of all records stored in the work TBL (industry information addition) 215 is the same (step S707). If all are the same, the process proceeds to A (step S709), and if not, the process proceeds to B (step S708).
(Processing flow)
FIG. 8 is a flowchart showing the processing of the company evaluation function 207. First, the company evaluation function 207 shifts the process B to END (step S813) (step S801).

  Next, the company evaluation function 207 shifts the process of A to S802 (step S800).

  Next, the company evaluation function 207 acquires the number of KPI columns (1603 to 1609) of the work TBL (EDINET copy) 211, and inputs a variable M (M = 7 in this example) (step S802).

  Next, the company evaluation function 207 sets A = 0 (step S803).

  Next, the company evaluation function 207 sets A = A + 1 = 1 (step S804).

  Next, the company evaluation function 207 sets B = 0 (step S805).

  Next, the company evaluation function 207 sets B = B + 1 = 1 (step S806).

  Next, the company evaluation function 207 uses the company (company name “A”) of the B record (first record) stored in the work TBL (company name storage) 214 as a key from the deviation value TBL 213 to KPI_A (A = 1) The deviation value 2003 is acquired, and the value is set to X (X = 42.89) (step S807).

  Next, the company evaluation function 207 uses the company (company name “A”) of the B record (first record) stored in the work TBL (company name storage) 214 as a key from the weighted average value TBL 210 to KPI_A ( A = 1) The weighted average is acquired, and the value is set to Y (Y = 36.7) (step S808).

  Next, the company evaluation function 207 calculates X * Y / 100 = 42.89 * 36.7 / 100, and stores the result in the KPI_A (A = 1) evaluation 2103 of the company evaluation TBL 216 (step S809).

  Next, the company evaluation function 207 determines B = N, repeats steps S806 to S809 until B = N, and evaluates KPI_A (A = 1) for all companies (step S810). ).

  Next, the company evaluation function 207 determines A = M, repeatedly executes Steps S804 to S810 until A = M, and performs evaluations for KPI_1 to KPI_7 for all companies (Step S811).

  Next, the company evaluation function 207 evaluates the company name 2101, industry 2102, KPI_1 evaluation 2103, KPI_2 evaluation 2104, KPI_3 evaluation 2105, KPI_4 evaluation 2106, KPI_5 evaluation 2107, KPI_6 evaluation 2108 and KPI_7 evaluation 2109 of the company evaluation TBL 216. In the result screen (FIG. 13), the company name 1300, the industry 1301, the KPI_1 evaluation 1302, the KPI_2 evaluation 1303, the KPI_3 evaluation 1304, the KPI_4 evaluation 1305, the KPI_5 evaluation 1306, the KPI_6 evaluation 1307, and the KPI_7 evaluation 1308 are entered. KPI_1 evaluation 2103, KPI_2 evaluation 2104, KPI_3 evaluation 2105, KPI_4 evaluation 2106, KPI_5 evaluation 2107, KPI_6 evaluation 2108 and KPI_7 evaluation 2109 Valence result screen displayed on the comprehensive evaluation 1309 (FIG. 13) (step S812).

As described above, since more accurate management analysis can be performed in consideration of the characteristics of each industry as compared with the conventional case, the management analysis man-hours of the client company can be reduced, and the order accuracy can be increased.
(screen structure)
FIG. 9 is a weighting input screen displayed on the display unit 300 of the user terminal 101. The weighting input screen includes an industry input area 900, a name input area 901, a weight input area 902, and an OK button 903, and is a screen component for realizing the weighting input function 204.

  FIG. 10 is a weighted average value calculation screen displayed on the display unit 300 of the user terminal 101. The weight average value calculation screen includes an industry input area 1000 and an industry-specific weight average value calculation execution button 1001, and is a screen component for realizing the weight average value calculation function 205.

  FIG. 11 is a deviation value calculation screen displayed on the display unit 300 of the user terminal 101. The deviation value calculation screen includes a deviation value calculation execution button 1100, and is a screen component for realizing the deviation value calculation function 206.

FIG. 12 is a company setting screen displayed on the display unit 300 of the user terminal 101. The company setting screen is composed of a proposed company input area 1200, a competitor company 1 input area 1201, a competitor company 2 input area 1202, a competitor company 3 input area 1203, and an OK button 1204, and is a screen component for realizing the company evaluation function 207. It has become. In this embodiment, the number of competing companies is n. n is a reasonable value considering the needs and performance from the user's perspective.
FIG. 13 is a company evaluation result screen displayed on the display unit 300 of the user terminal 101. The company setting screen includes a company name display area 1300, an industry display area 1301, a KPI_1 evaluation display area 1302, a KPI_2 evaluation display area 1303, a KPI_3 evaluation display area 1304, a KPI_4 evaluation display area 1305, a KPI_5 evaluation display area 1306, and a KPI_6 evaluation display area 1307. , KPI_7 evaluation display area 1308, KPI_8 evaluation display area 1309, and OK button 1310.
(TBL configuration)
FIG. 14 is a data configuration diagram of the weighting TBL 208. The weighting TBL 208 stores industry 1300 information input by experts and weight information of each KPI (KPI_1 (1302) to KPI_7 (1308)) as numerical values.

  FIG. 15 is a data configuration diagram of the workpiece TBL (average value calculation) 209. The work TBL (average value calculation) 209 stores industry information 1400, a name 1401, and weight information of each KPI (KPI_1 (1302) to KPI_7 (1308)) as numerical values.

  FIG. 16 is a data configuration diagram of the weighted average value TBL210. The weight average value TBL210 includes the industry 1500 and the weight average values of each KPI (KPI_1 to KPI_7) as KPI_1 weight average 1501, KPI_2 weight average 1502, KPI_3 weight average 1503, KPI_4 weight average 1504, KPI_5 weight average 1505, KPI_6. Weight average 1506 and KPI_7 weight average 1507 are stored.

  FIG. 17 is a data configuration diagram of the work TBL (EDINET copy) 211. The work TBL (EDINET copy) 211 stores information indicating a company ID 1600, a company name 1601, and an industry 1602 that uniquely identify a company, and stores the actual KPI (KPI_1 to KPI_7) of the company. Numerical values are stored in KPI_1 (1603), KPI_2 (1604), KPI_3 (1605), KPI_4 (1606), KPI_5 (1607), KPI_6 (1608), and KPI_7 (1609).

  FIG. 18 is a data configuration diagram of the workpiece TBL (after standard deviation calculation) 212. The work TBL (after standard deviation calculation) 212 stores a company-wide average 1701 and a company-wide standard deviation 1702 for each KPI name 1700.

  FIG. 19 is a data configuration diagram of the deviation value TBL213. The deviation value TBL 213 stores information indicating the company ID 2000, the company name 2001, and the industry 2002 that uniquely identify the company, and the deviation value of each KPI (KPI_1 to KPI_7) of the company is the KPI_1 deviation value. 2003, KPI_2 deviation value 2004, KPI_3 deviation value 2005, KPI_4 deviation value 2006, KPI_5 deviation value 2007, KPI_6 deviation value 2008, KPI_7 deviation value 2009.

  FIG. 20 is a data configuration diagram of the work TBL (company name storage) 214. The work TBL (company name storage) 214 stores a company name 1800.

  FIG. 21 is a data configuration diagram of the work TBL (industry information addition) 215. The work TBL (industry information addition) 215 stores information indicating the company name 1900 and the industry 1901 in association with each other.

  FIG. 22 is a data configuration diagram of the company evaluation TBL 216. In the company evaluation TBL 216, the evaluation values of the company name 2101, the industry 2102 and each KPI (KPI_1 to KPI_7) are KPI_1 evaluation 2103, KPI_2 evaluation 2104, KPI_3 evaluation 2105, KPI_4 evaluation 2106, KPI_5 evaluation 2107, KPI_6 evaluation 2108, KPI_7 evaluation. 2109 is stored.

  The embodiment of the present invention has been described above. According to the embodiment, it is possible to evaluate a company in consideration of the characteristics of each industry. As a result, more accurate management analysis can be performed in consideration of the characteristics of each industry compared to the conventional case, so that it is possible to reduce the management analysis man-hours of the client company and improve the order accuracy.

  The present invention is not limited to the above-described embodiment, and various modifications can be made without departing from the scope of the invention.

DESCRIPTION OF SYMBOLS 100 ... Server, 101 ... User terminal, 102 ... Financial information EDINET, 103 ... Global network, 104 ... Local network, 200 ... Memory | storage part, 201 ... Control part, 202 ...... Output unit, 203 ... Network interface unit, 300 ... Display unit, 301 ... Input unit, 302 ... Control unit, 303 ... Network interface unit, 304 ... Storage unit.

Claims (4)

A company evaluation method in a company evaluation system for performing company evaluation,
The company evaluation system includes an input unit, a control unit, and a storage unit,
In the storage unit, information indicating company name and industry type and weighting information are stored in association with each other,
By the control unit,
Obtain information indicating the industry type via the input unit,
Search the storage unit based on the information indicating the acquired industry type, acquire the corresponding company name and weighting information,
Calculating an average value of the obtained weighting information;
An average value of the calculated weighting information is stored in the storage unit in association with information indicating the company name and the industry type,
Multiply the industry-specific deviation value of each company stored in the storage unit and the average value of the weighting information to calculate the evaluation value of each company,
Storing the calculated evaluation value of each company in the storage unit;
The company evaluation method characterized by this. The company evaluation system further includes an output unit,
By the control unit,
Displaying the calculated numerical value of each feat on the output unit;
The company evaluation method according to claim 1. The weighting information is a KPI value.
The company evaluation method according to claim 2,   The program for making a computer implement the company evaluation method of any one of the said Claim 1 thru | or 3.

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