JP2023092699A - Program, information processing apparatus, and information processing method - Google Patents

Abstract

To provide a program for flexible, efficient and secure outsourcing management and make-or-buy decision for business activity, an information processing apparatus, and an information processing method.SOLUTION: In an information processing system configured by connecting an outsourcer terminal and a server over the Internet or an intranet, business support processing includes the steps of: specifying a target project, on the basis of information (e.g., a project ID identifying the target project) included in a business outsourcing request; specifying an outsourcee selected for the target project, on the basis of information (e.g., a business entity ID identifying the outsourcee, a group ID, or a combination thereof) included in the business outsourcing request; and giving an access right so as to allow accounts belonging to the outsourcee to browse only information edited by accounts belonging to the outsourcee or the outsourcer, in business information for a business client included in the target project.SELECTED DRAWING: Figure 13

Description

There is an application for application of Article 30, Paragraph 2 of the Patent Law ・Published date: January 7, 2021 Published place: https://prtimes. jp/main/html/rd/p/000000008.000031148. html ・Publication date: February 2, 2021 Publication location: https://prtimes. jp/main/html/rd/p/000000009.000031148. html ・Publication date: February 24, 2021 Publication location: https://prtimes. jp/main/html/rd/p/000000010.000031148. html ・Publication date: June 2, 2021 Public location: https://prtimes. jp/main/html/rd/p/000000012.000031148. html ・Publication date: June 4, 2021 Public location: https://saleszine. jp/news/detail/2555 ・ Date of publication: June 8, 2021 Location of publication: https://prtimes. jp/main/html/rd/p/000000014.000031148. html ・Release date: June 21, 2021 Releasing location: https://techable. jp/archive/156903 Date of publication: October 7, 2021 Location of publication: https://prtimes. jp/main/html/rd/p/000000018.000031148. html Date of publication: October 7, 2021 Location of publication: https://saleszine. jp/news/detail/2895 ・Release date: December 22, 2021 Release location: https://prtimes. jp/main/html/rd/p/000000017.000031148. html

The present disclosure relates to a program, an information processing device, and an information processing method.

When developing new customers, a business entity generally extracts a large number of sales destinations (potential customers), creates a sales list, and sends e-mails, telephones, letters, etc. to each sales destination on the list. We will carry out steady sales activities using A business entity does not necessarily carry out all sales activities by itself, and sometimes outsources to a sales agency organization such as a tele-appointment company.

In Patent Document 1, an external organization called a sales activity center is established for the sales activities of small and medium-sized enterprises dispersed in various places, and the organization is utilized to share information and efficiently support and carry out sales activities. A system is proposed. In Patent Document 1, a sales activity center notifies sales activity instructions to sales personnel living in various places and receives sales activity reports from the sales personnel. It states that the data on the requesting company cannot be accessed.

JP-A-2004-157592

In the technology of Patent Document 1, a sales activity center selects a target customer for business, and instructs a salesperson belonging to the company requesting the sales activity or a salesperson who is a dispatched salesperson appropriately hired by the company requesting the sales activity to perform the sales activity. It will be. Therefore, with this technology, it is difficult to flexibly assign internal and external sales representatives according to the sales strategy of the company requesting sales activities, and to control the range of sales information sharing.

The purpose of the present disclosure is to flexibly, efficiently, and securely perform outsourcing management or internal/external division of sales activities.

A program according to one aspect of the present disclosure comprises means for creating a business project including one or more business partners in association with a consignor, and access to information related to the business project created in association with the consignor. a means of authorizing an account belonging to a contractor, a means of identifying a first project among the sales projects associated with the contractor, identifying a first contractor selected for the first project from among one or more sales agency organizations; Means, depending on the identification of the first outsourcer, means to allow the first account belonging to the first outsourcer to access the information related to the first project, the account from the account authorized to access the information related to the business project Serves as a means of making such information available to such accounts upon request and as a means of compiling such information upon request by accounts authorized to access information relating to business projects.

1 is a block diagram showing the configuration of an information processing system according to an embodiment; FIG. 3 is a block diagram showing the configuration of the entrustor terminal of the embodiment; FIG. It is a block diagram which shows the structure of the server of this embodiment. 3 is a block diagram showing the configuration of a consignee terminal of the embodiment; FIG. FIG. 4 is an explanatory diagram of one mode related to creation of a sales project according to the embodiment; FIG. 4 is an explanatory diagram of one aspect (before project commissioning) relating to browsing/editing of project information according to the present embodiment; FIG. 2 is an explanatory diagram of one mode related to entrustment of a business project according to the present embodiment; FIG. 4 is an explanatory diagram of one aspect (after project entrustment) relating to browsing/editing of project information according to the present embodiment; It is a figure which shows the relationship between the entity ID list of embodiment, a group ID list, and group information. 10 is a diagram showing the relationship between the account ID list of FIG. 9 and account information; FIG. FIG. 10 is a diagram showing the relationship between the project ID list of FIG. 9, project information, and business information; 4 is a flowchart of project creation processing according to the embodiment; It is a flow chart of the sales consignment processing of this embodiment. FIG. 5 is a diagram showing an example of an owned project list screen according to the embodiment; FIG. It is a figure which shows an example of the project management screen of this embodiment. 4 is a flowchart of information browsing/editing processing according to the embodiment;

An embodiment of the present invention will be described in detail below with reference to the drawings. In the drawings for describing the embodiments, in principle, the same constituent elements are denoted by the same reference numerals, and repeated description thereof will be omitted.

(1) Configuration of information processing system The configuration of the information processing system will be described. FIG. 1 is a block diagram showing the configuration of the information processing system of this embodiment.

As shown in FIG. 1 , the information processing system 1 includes a consignor terminal 10 , a server 30 and a consignee terminal 50 .
The entrustor terminal 10 and the server 30 are connected via a network (for example, the Internet or an intranet) NW.

The entrustor terminal 10 is an example of an information processing device. The consignor terminal 10 is used by a member (hereinafter simply referred to as "consignor user") who belongs to a business entity that is a consignor of sales operations. The entrustor terminal 10 transmits a request to the server 30 . The consignor terminal 10 is, for example, a smart phone, a tablet terminal, or a personal computer.

The server 30 is an example of an information processing device. The server 30 provides the entrustor terminal 10 with a response corresponding to the request transmitted from the entrustor terminal 10 . The server 30 provides the entrustee terminal 50 with a response corresponding to the request transmitted from the entrustee terminal 50 . Server 30 is, for example, a server computer. The server 30 may be one computer or a combination of multiple computers.

The consignee terminal 50 is an example of an information processing device that transmits a request to the server 30 . The consignor terminal 10 is used by a member belonging to a business entity to which sales operations are entrusted (hereinafter simply referred to as "consignee user"). The consignee terminal 50 is, for example, a smart phone, a tablet terminal, or a personal computer.

Note that the consignor participating in the information processing system 1 is not limited to one, and may be plural. Further, the number of consignees participating in the information processing system 1 is not limited to one, and may be plural. A plurality of entrustor terminals 10 may constitute the information processing system 1 for a certain entrustor. Similarly, a plurality of entrustee terminals 50 may constitute the information processing system 1 for a certain entrustee.
Here, each entity is simply distinguished as a consignor or a consignee with respect to individual business operations (business projects) for convenience. In other words, a business entity can be a consignor for a certain sales operation and a subcontractor for another sales operation. An entity is typically a corporation, but may or may not be incorporated. That is, a business entity may be an unincorporated organization (eg, an organization run by a sole proprietorship).

(1-1) Configuration of Entrustor Terminal The configuration of the entrustor terminal will be described. FIG. 2 is a block diagram showing the configuration of the entrustor terminal of this embodiment.

As shown in FIG. 2 , entrustor terminal 10 includes storage device 11 , processor 12 , input/output interface 13 , and communication interface 14 . The entrustor terminal 10 is connected to the display 21 .

Storage device 11 is configured to store programs and data. The storage device 11 is, for example, a combination of ROM (Read Only Memory), RAM (Random Access Memory), and storage (eg, flash memory or hard disk).

Programs include, for example, the following programs.
・OS (Operating System) program ・Application (for example, web browser) program that executes information processing

The data includes, for example, the following data.
・Databases referenced in information processing ・Data obtained by executing information processing (that is, execution results of information processing)

The processor 12 is a computer that implements the functions of the entrustor terminal 10 by activating programs stored in the storage device 11 . Processor 12 is, for example, at least one of the following:
・CPU (Central Processing Unit)
・GPU (Graphic Processing Unit)
・ASIC (Application Specific Integrated Circuit)
・FPGA (Field Programmable Array)

The input/output interface 13 acquires an instruction of information (for example, a consignor user) from an input device connected to the consignor terminal 10, and outputs information (for example, an image) to an output device connected to the consignor terminal 10. configured to output
Input devices are, for example, keyboards, pointing devices, touch panels, or combinations thereof.
Output devices are, for example, the display 21, speakers, or a combination thereof.

The communication interface 14 is configured to control communication between the entrustor terminal 10 and an external device (for example, the server 30).

The display 21 is configured to display images (still images or moving images). The display 21 is, for example, a liquid crystal display or an organic EL display.

(1-2) Server Configuration The server configuration will be described. FIG. 3 is a block diagram showing the configuration of the server of this embodiment.

As shown in FIG. 3, the server 30 includes a storage device 31, a processor 32, an input/output interface 33, and a communication interface .

Storage device 31 is configured to store programs and data. Storage device 31 is, for example, a combination of ROM, RAM, and storage (eg, flash memory or hard disk).

Programs include, for example, the following programs.
・OS program ・Application program that executes information processing

The data includes, for example, the following data.
・Databases referenced in information processing ・Execution results of information processing

The processor 32 is a computer that implements the functions of the server 30 by activating programs stored in the storage device 31 . Processor 32 is, for example, at least one of the following:
・CPU
・GPU
・ASICs
・FPGA

The input/output interface 33 acquires information (for example, an operator of the server 30) from an input device connected to the server 30, and outputs information (for example, an image) to an output device connected to the server 30. configured as
Input devices are, for example, keyboards, pointing devices, touch panels, or combinations thereof.
An output device is, for example, a display.

The communication interface 34 is configured to control communication between the server 30 and an external device (for example, the entrustor terminal 10 or the entrustee terminal 50).

(1-3) Configuration of Entrusted Terminal The configuration of the entrusted terminal will be explained. FIG. 4 is a block diagram showing the configuration of the entrusted terminal of this embodiment.

As shown in FIG. 4 , entrustee terminal 50 includes storage device 51 , processor 52 , input/output interface 53 , and communication interface 54 . The consignee terminal 50 is connected to the display 61 .

Storage device 51 is configured to store programs and data. Storage device 51 is, for example, a combination of ROM, RAM, and storage (eg, flash memory or hard disk).

Programs include, for example, the following programs.
・OS program ・Application (for example, web browser) program that executes information processing

The data includes, for example, the following data.
・Databases referenced in information processing ・Execution results of information processing

The processor 52 is a computer that implements the functions of the entrustee terminal 50 by activating programs stored in the storage device 51 . Processor 52 is, for example, at least one of the following:
・CPU
・GPU
・ASICs
・FPGA

The input/output interface 53 acquires an instruction of information (for example, a consignee user) from an input device connected to the consignee terminal 50, and outputs information (for example, an image) to an output device connected to the consignee terminal 50. configured to output
Input devices are, for example, keyboards, pointing devices, touch panels, or combinations thereof.
Output devices are, for example, a display 61, speakers, or a combination thereof.

The communication interface 54 is configured to control communication between the entrustee terminal 50 and an external device (eg, server 30).

The display 61 is configured to display images (still images or moving images). The display 61 is, for example, a liquid crystal display or an organic EL display.

(2) One aspect of the embodiment One aspect of the present embodiment will be described. FIG. 5 is an explanatory diagram of one aspect of creating a sales project according to the present embodiment. FIG. 6 is an explanatory diagram of one aspect (before project consignment) relating to viewing/editing of project information according to the present embodiment. FIG. 7 is an explanatory diagram of one mode related to commissioning of a business project according to the present embodiment. FIG. 8 is an explanatory diagram of one aspect (after project entrustment) relating to browsing/editing of project information according to the present embodiment.

As shown in FIG. 5, the entrustor user USa1 belonging to the entrustor BEa operates the entrustor terminal 10 to instruct the server 30 to create a business project. The server 30 creates a business project according to the creation instruction. The server 30 grants the access authority to the created business project information to an account belonging to the entrustor BEa (for example, the account of the entrustor user USa1).

As shown in FIG. 6, after the creation of the business project is completed, the account belonging to the consignor BEa can view and edit the information on the business project. On the other hand, at this point (that is, before the business project is entrusted), an account that does not belong to the consignor BEa (for example, the account of the entrustee user USb1 that belongs to the entrustee BEb) cannot view and edit information related to the business project. can't.

As shown in FIG. 7, the entrustor user USa1 can individually entrust a project created in association with the entrustor BEa (that is, owned by the entrustor BEa) to an external entity. Specifically, the entrustor user USa1 selects, via the entrustor terminal 10, a project to be entrusted (hereinafter referred to as "target project") P1 and a consignee BEb of the target project P1. , gives the server 30 an entrustment instruction. The server 30 identifies the target project P1 and its entrustee BEb according to the entrustment instruction. The server 30 permits a predetermined account belonging to the entrustee BEb (for example, the account of the entrustee user USb1) to access information related to the target project P1. The project access authority shown in FIG. 7 corresponds to the state after the account of the entrusted user USb1 is permitted to access the information on the target project.

As shown in FIG. 8, after the commissioning of the business project is completed, an account belonging to the consignee BEb (for example, the account of the consignee user USb1) can view and edit information regarding the business project.
However, the consignor BEa may own other projects that are not entrusted to the consignee BEb but overlap with the target project in terms of specific business partners. In this case, the account belonging to the consignee BEb cannot view the business information related to the specific business destination edited by the account belonging to the other project consignee.

(3) Data structure The data structure of this embodiment will be described. Various types of information described below are stored in the storage device 31 in the form of a database, for example. FIG. 9 is a diagram showing the relationship between the entity ID list, group ID list, and group information according to the embodiment. FIG. 10 is a diagram showing the relationship between the account ID list of FIG. 9 and account information. FIG. 11 is a diagram showing the relationship between the project ID list of FIG. 9, project information, and business information.

The server 30 manages each business entity participating in the information processing system 1 using a business entity ID list. As shown in FIG. 9, the entity ID list contains one or more entity IDs. The business entity ID is information that identifies the business entity.

The entity ID is associated with a group ID list. The server 30 manages each group belonging to a business entity using a group ID list. A group can be arbitrarily determined by a business entity based on, for example, an organizational department of the business entity, a product group handled by the business entity, or the like. The group ID list contains one or more group IDs. A group ID is information for identifying a group.

A group ID is associated with group information. Group information is information about a group identified by a group ID. Group information includes an account ID list, a project ID list, and a group business partner ID list.

The account ID list is a list of one or more accounts owned by the entity to which the group belongs and assigned to the group. As shown in FIG. 10, the account ID list contains one or more account IDs. The account ID is information that identifies the entrusting user assigned to the group. Note that the same account ID may be assigned to different groups of the same entity.

Account IDs are associated with account information. Account information is information about a user identified by an account ID. Account information includes user name information and authority information. The account information further includes information for user authentication, a group ID that identifies the group to which the user belongs, an entity ID that identifies the entity to which the user belongs, information on the user's position, information on the user's contact information, at least one of

The user name information is information regarding the name of the user. The authority information is information regarding access authority granted to the user. Privileges may include, for example, administrator privileges and general privileges that are more restricted in scope than administrator privileges. As an example, administrator privileges are granted access to information on all projects owned by all groups in the entity to which they belong, and general privileges are granted access to information on projects owned by their groups. but not to information about projects owned by groups to which they do not belong.

A project ID list is a list of one or more projects owned by a group. As shown in FIG. 11, the project ID list contains one or more project IDs. A project ID is information for identifying a project owned by a group.

A project ID is associated with the project information. Project information is information about a project identified by a project ID. The project information includes a project vendor ID list, a contractor ID list, and an external account ID list.

The project sales partner ID list includes one or more sales partner IDs. The business destination ID is information for identifying a business destination. The sales destination ID is associated with sales information. The sales information is information on sales activities for the business destination identified by the business destination ID. The business information may be managed on a group basis or may be managed on a business entity basis. In other words, common business information may be viewed or edited within the same group or within all groups of the same business entity.

Sales information includes status information and one or more activity information. The status information is information on the progress status of sales to the sales destination. Status information can be set to values such as "not approached", "approaching", "appointed", "lead acquired", for example. The activity information is information relating to a time-series log of sales activities carried out with respect to the sales destination.

The activity information includes an activity ID, an account ID, and detailed activity information. The activity ID is information that identifies the sales activity that has been performed. The account ID is information that identifies a user (that is, a consignor user or a consignee user) who performed the sales activity identified by the activity ID. The activity detail information is information on the details of the sales activity identified by the activity ID. The activity detail information includes information on the date and time of the sales activity, information on the target of the sales activity (e.g., department, person in charge, contact information, etc.), and information on the means of sales activity (e.g., e-mail, telephone, letter, etc.). It can include at least one of information and information on the results of sales activities (for example, reception NG, person in charge absent, contacted (appointment NG), contacted (appointment obtained), etc.). These information elements are efficiently collected by the users who have conducted sales activities by reporting them using, for example, fixed forms.

The group sales destination ID list is a list of sales destinations included in any project owned by the group. In other words, the group business partner ID list corresponds to information in which the contents of all the project business partner ID lists of the same group are aggregated.

(4) Information processing Information processing according to the present embodiment will be described.

(4-1) Project Creation Processing The project creation processing of this embodiment will be described. FIG. 12 is a flowchart of project creation processing according to this embodiment.

The server 30 starts the process in response to acquisition of the request to start the project creation process. A request to start the project creation process is issued, for example, when the entrustor terminal 10 receives a predetermined operation from the entrustor user. A predetermined operation is, for example, selection of a predetermined object on a UI (User Interface) (for example, an application or SaaS screen) provided in the information processing system 1 .

As shown in FIG. 12, the server 30 creates a business project (S130).
Specifically, the server 30 presents a UI (for example, a screen) for creating a new business project (hereinafter simply referred to as “new project”) to the consignor user via the consignor terminal 10 . The consignor terminal 10 identifies one or more business partners to be included in the new project according to the operation of the consignor user.

As an example, the consignor terminal 10 issues a search request for the client database and transmits the request to the server 30 in response to an operation by the consignor user. The server 30 returns the search result of the customer database to the consignor user. The entrustor terminal 10 identifies some or all of the search results as business partners to be included in the new project in accordance with the operation of the entrustor user (eg, selection/cancellation of a check box). Here, the business database is, for example, a company database or a consumer database accessible by the server 30 . The data structure of the business partner database is arbitrary, but can be configured to enable searches specifying search conditions such as, for example, industry, financial information, or location.

After specifying the sales destination to be included in the new project, the consignor terminal 10 transmits a new project creation request to the server 30 . This request includes information (for example, sales partner ID) that can identify the sales partner to be included in the new project. The server 30 creates a new project in association with the consignor in response to obtaining the request. Specifically, the server 30 creates project information corresponding to the new project. That is, the server 30 assigns a project ID to the new project and generates project information associated with the project ID. The server 30 stores in the project sales destination ID list sales destination IDs that identify sales destinations that can be specified by a new project creation request. The server 30 also associates the project ID assigned to the new project with the business entity ID and group ID that identify the consignor.

After step S130, the server 30 grants access authority (S131).
Specifically, the server 30 grants access rights to the information on the new project created in step S130 to an account (for example, the account of the entrustor user) belonging to the entrustor (that is, the group that owns the new project). . As an example, the server 30 identifies the consignor based on the entity ID and group ID associated with the project ID that identifies the new project, and browses the project information corresponding to the new project in each account belonging to the consignor. and give permission to edit. The server 30 can identify the account belonging to the entrustor based on the account ID included in the account ID list (group information) associated with the group ID identifying the entrustor.
With the completion of step S131, the server 30 terminates the project creation process of FIG.

(4-2) Sales consignment processing The sales consignment processing of this embodiment will be described. FIG. 13 is a flowchart of the sales consignment processing of this embodiment. FIG. 14 is a diagram showing an example of an owned project list screen according to this embodiment. FIG. 15 is a diagram showing an example of a project management screen according to this embodiment.

The server 30 receives a display request for the owned project list screen from the consignor user via the consignor terminal 10 . The display request for the owned project list screen is issued, for example, when the entrustor terminal 10 receives a predetermined operation from the entrustor user. A predetermined operation is, for example, selection of a predetermined object on a predetermined UI provided in the information processing system 1 . In response to the display request, the server 30 causes the entrustor terminal 10 to display the owned project list screen of the group to which the entrustor user belongs.

The owned project list screen is a screen showing a list of projects owned by the group. As shown in FIG. 14, the owned project list screen P10 includes display objects A10a to A10b and operation objects B10a to B10e.

The display object A10a displays the name of the applicable group or the name of the applicable group and the business entity to which it belongs.

The operation object B10a receives an operation for displaying the entrusted project list screen. The entrusted project list screen shows a list of projects entrusted by the relevant group or the entity to which the relevant group belongs from other entities (that is, outsourcers).

The operation object B10b receives an operation for displaying the consignment project list screen. The entrusted project list screen shows a list of projects entrusted by the relevant group to other business units or groups belonging to the relevant business unit (that is, consignees).
The operation object B10c receives an operation for switching display to an open tab. The Open tab displays a list of open projects. Open projects are projects that are still in business among the projects owned by the relevant group.
The operation object B10d receives an operation for switching display to the draft tab. The Drafts tab displays a list of draft projects. A draft project is a project that is being edited by a business list among projects owned by the corresponding group.
The operation object B10e receives an operation for switching the display to the closed tab. The Closed tab displays a list of closed projects. A closed project is a project for which commercial activities have been completed among the projects owned by the relevant group.

The display object A10b displays a list of projects owned by the group. Specifically, the display object A10b displays a list of project name information, reminder information, list number information, summary information, and creation date information of projects owned by the group.
The name information is information about the name of the project.
The reminder information is information about the number of reminders set in the project.
The list number information is information about the number of sales destinations included in the project.
The summary information is information about the number of sales destinations that satisfy a predetermined condition regarding sales timing in the project. Predetermined conditions regarding business timing are, for example, that an e-mail has been sent to the relevant business destination within one week, that the relevant business destination has issued a press release within one week, and the like.
Creation date information is information relating to the creation date of the corresponding project.
Note that FIG. 14 shows the owned project list screen P10 with the open tab selected, and a list of open projects is displayed in the display object A10b. The display object A10b for which the draft tab or closed tab is selected may be replaced with another object, the display content of the display object A10b may be changed, or the display object A10b may be maintained as it is. .

The server 30 receives a project management screen display request from the consignor user via the consignor terminal 10 . The project management screen display request is issued, for example, when the entrustor terminal 10 receives a predetermined operation from the entrustor user. A predetermined operation is, for example, selection of a predetermined object on a predetermined UI provided in the information processing system 1 . As a first example, the consignor terminal 10, in response to receiving an operation to select an object corresponding to a specific project on the owned project list screen P10, requests to display a project management screen for the project. issue. As a second example, the consignor terminal 10 issues a request to display a project management screen for the project in response to receiving an operation to select an object corresponding to a specific project on the consignment project list screen. do. The server 30 causes the consignor terminal 10 to display the project management screen of the project in response to the display request.

The project management screen is a screen corresponding to the management UI for the project. As shown in FIG. 15, the project management screen P11 includes a display object A11a and operation objects B11a to B11d.

The display object A11a displays the name of the corresponding project.

The operation object B11a receives an operation for switching the display to the detail tab. The details tab displays detailed information about the corresponding project.
The operation object B11b receives an operation for switching display to the summary tab. The summary tab displays summary information about the project.
The operation object B11c receives an operation for switching display to the master tab. The master tab displays master information about the project.
The operation object B11d receives an operation for switching display to the report tab. The report tab displays report information about the corresponding project.

When the master tab is selected, operation objects B11c1 to B11c3 are further displayed on the project management screen.
The operation object B11c1 accepts an operation for setting a trustee for the project.
The operation object B11c2 receives an operation for setting tags to be assigned to the project.
The operation object B11c3 receives an operation for setting the group that owns the project.

When the operation object B11c1 is selected, the operation objects B11c1a to B11c1b are further displayed on the project management screen.
The operation object B11c1a accepts an operation for designating a sales agent organization to which the project is entrusted. The operation object B11c1a is, for example, a radio button for selecting one from one or more sales agency organizations (that is, consignee candidates) that can be ordered by the group (consignor), or a check for selecting an arbitrary number. is a box. The one or more sales agency organizations to which the group can place an order may include a sales agency organization designated by the group or the entity to which it belongs, or may include a sales agency organization selected by the information processing system 1 side. good. Further, the display order of the options may be changed or the displayed options may be narrowed down according to the sales method supported by the sales agency organization or the operating status of the sales agency organization.
The operation object B11c1b accepts an operation for placing an order for sales agency of the project to the consignee selected by the operation object B11c1a.

The consignor terminal 10 issues a sales consignment request to the server 30 in response to receiving an operation to select the operation object B11c1b, for example. The server 30 starts the sales consignment process of FIG. 13 in response to acquisition of the sales consignment request. Note that the consignor terminal 10 may issue a sales consignment request to the server 30 in response to a trigger different from the operation of selecting the operation object B11c1b, for example.

The sales consignment request includes, for example, the following information.
・Information that can identify the subcontractor (e.g. entity ID, group ID, or a combination thereof)
・Information that can identify the business project to be outsourced (target project) (for example, project ID)
・Information that can identify the consignor (for example, group ID)
The entrustor terminal 10, for example, generates information that can identify the entrustee based on the selection state of the operation object B11c1a.

When the business consignment process starts, the server 30 identifies the target project (S230).
Specifically, the server 30 identifies the target project based on information included in the sales consignment request (for example, a project ID that identifies the target project).

After step S230, the server 30 specifies the entrusted party (S231).
Specifically, the server 30 identifies the consignee selected for the target project based on the information included in the sales consignment request (for example, the business entity ID, group ID, or combination thereof that identifies the consignee). do. In this case, the server 30 adds an entity ID, a group ID, or a combination thereof that identifies the specified contractor to the contractor ID list for the target project.

After step S231, the server 30 grants access rights (S232).
Specifically, the server 30 grants the access authority to the information on the target project identified in step S230 to a predetermined account belonging to the trustee identified in step S231. The predetermined user's account may be, for example, a delegated business entity, a representative account of the group, or an account with administrator authority. As an example, the server 30 identifies a predetermined account based on the business entity ID, group ID, or a combination thereof that identifies the outsourcee, and grants the account the authority to view and edit project information corresponding to the target project. give. In this case, the server 30 adds an account ID that identifies a given account to the external account ID list of the target project.

However, among the sales information for business partners included in the target project, the accounts belonging to the contractor can view only the information edited by the account belonging to the contractor or the contractor. In other words, when the first and second business projects, both of which include specific business partners, are outsourced to different outsourcees, the server 30 is edited by an account belonging to the outsourcee of the first business project (for example, an additional , or updated) are not allowed to view the sales information for a specific sales partner for the account belonging to the subcontractor of the second sales project. In addition, the server 30 allows the account belonging to the consignor to view the sales information for a specific business partner edited by the account belonging to either the first business project consignee or the second business project consignee. To give permission.
With the completion of step S232, the server 30 terminates the sales consignment process of FIG.

(4-3) Information Browsing/Editing Processing Information browsing/editing processing of this embodiment will be described. FIG. 16 is a flowchart of information viewing/editing processing according to this embodiment.

The server 30 starts the process in response to obtaining the information viewing/editing request. The information viewing/editing request is issued, for example, when the entrustor terminal 10 receives a predetermined operation from the entrustor user. The predetermined operation is, for example, selection of a predetermined object on a UI provided in the information processing system 1 (for example, the owned project list screen shown in FIG. 14, the commissioned project list screen not shown, or the project management screen shown in FIG. 15). be.
Alternatively, the information viewing/editing request is issued, for example, when the entrustee terminal 50 receives a predetermined operation from the entrustee user. The predetermined operation is, for example, selection of a predetermined object on a UI provided in the information processing system 1 (for example, a commissioned project list screen or a project management screen (not shown)).
The information view/edit request can include, for example, the following information.
- Information (for example, account ID) that can identify the subject of viewing/editing (that is, the person requesting viewing/editing)
・Information that can identify the content of viewing/editing (for example, information related to the target of viewing/editing or the content of editing (for example, new posts, correction of posted information, or deletion of posted information))

As shown in FIG. 16, the server 30 performs authority confirmation (S330).
Specifically, the server 30 identifies the viewing/editing requester and the information to be viewed/edited based on the information included in the information viewing/editing request. For example, the server 30 refers to an account ID that identifies a viewing/editing requester and a project ID that identifies project information to be viewed/edited. The server 30 may further refer to a business partner ID that identifies the business information to be browsed/edited.
The server 30 determines whether the viewing/editing requester has the authority to view/edit the information to be viewed/edited. For example, the server 30 stores the account ID that identifies the viewing/editing requester in the account ID list of the group that owns the project corresponding to the viewing/editing target, or the external account ID of the project corresponding to the viewing/editing target. It is determined whether or not it is included in the list (that is, whether it is the account of the entrustor user or the account of the entrustee user who is given the authority to view/edit the relevant information).

After step S330, the server 30 executes a response (S331).
Specifically, based on the confirmation result in step S330, the server 30 returns a response to the information viewing/editing request to the sender of the request (for example, the entrustor terminal 10 or the entrustee terminal 50).
With the completion of step S331, the server 30 terminates the information viewing/editing process of FIG.

As a first example, the server 30 basically accepts an information viewing/editing request when it determines that the viewing/editing requester is a user belonging to a group that owns a project corresponding to the viewing/editing target. In other words, the server 30 permits the viewing requester to view the project information or business information, and the editing requester to edit the project information or the business information. However, even for the account of the entrusting user, information that can be viewed or edited can be controlled according to the authority information of the account.

As a second example, when the server 30 determines that the viewing/editing requester is a person who has been granted viewing/editing authority for information on the project among the entrusted users of the project corresponding to the viewing/editing target. to conditionally accept information viewing/editing requests. That is, the server 30 permits the viewing requester to view part of the project information (external account ID list, for example) and part of the business information, and allows the editing requester to view part of the project information and business information. Allow editing with some of the information. Here, part of the sales information includes sales information edited by the consignor and sales information edited by an account belonging to the same business entity (consignee) as the person requesting access/editing. Does not include sales information edited by accounts belonging to contractors different from the contractor.

As a third example, the server 30 rejects the information viewing/editing request when the viewing/editing requester is neither the entrusted user nor the entrusted user of the project corresponding to the viewing/editing target.

(4-4) Other processing In the above explanation, processing for the consignor was mainly explained. The information processing system 1 can also provide various types of processing to consignees.

As a first example, the server 30 acquires a request from a consignee user via the consignee terminal 50, and the business entity or group to which the user belongs (i.e., the consignee) The user may be presented with information (for example, a commissioned project list screen) showing a list of business projects commissioned by (that is, the consignor). The entrusted project list screen may include, for example, the following information.
・Information indicating the number of business partners included in each business project commissioned by the contractor ・Information indicating the consignor of each business project commissioned by the contractor

As a second example, the server 30 acquires a request from the account to which the access authority was granted in step S232 (i.e., the entrustee user) via the entrustee terminal 50, may be granted access to information about the subject project to accounts belonging to the subcontractor) specified by the request. In this case, the server 30 adds the account ID that identifies the designated account to the external account ID list of the target project.

(5) Summary As described above, the server 30 of this embodiment identifies the target project from among the sales projects associated with the consignor, Identify the contractor and allow the specified account belonging to the contractor to access the information about the target project. In other words, the server 30 controls, on a per business project basis, the access authority of the account belonging to the consignee to the information on the business project associated with the consignor. As a result, it becomes possible to flexibly, efficiently, and securely manage subcontracting or internal/external work classification at the consignor.

In the account belonging to the contractor of the target project, the server 30 reads the sales information edited by the account belonging to the contractor of the project different from the target project among the sales information for the business partners included in the target project. and editing may be prohibited. As a result, the business information edited by other contractors can be kept secret from the contractor, so that the range of information that can be accessed by the contractor can be appropriately restricted. In addition, the server 30 may permit an account belonging to a consignor of a target project to view sales information edited by an account belonging to a consignee of each project associated with the consignor. As a result, the consignor can collectively browse the sales information collected from each project for the sales destinations redundantly included in a plurality of sales projects. In addition, the server 30 allows the account belonging to the contractor of the target project to view the sales information edited by the account belonging to the contractor or the contractor among the sales information for the business partners included in the target project. may be allowed. As a result, the consignee can collect and browse the sales information edited by him/herself or by the consignor, so that it is possible to carry out efficient sales activities.

The sales information may include at least one of information about the progress status of sales to the customer or information about a chronological log of sales activities performed to the customer. As a result, viewers of sales information (consignor users or consignee users) can see to what stage they have approached sales partners, or what kind of sales activities have been carried out with respect to sales partners. can grasp.

The server 30 may present to the consignor information on sales agency organizations to which the consignor can place orders, and specify the consignee of the target project in accordance with the instructions given by the consignor with respect to the information. As a result, the consignor can arbitrarily select a consignee for each business project.

The server 30, in response to a request from the account of the consignee to which access to information on the target project is permitted, shows a list of business projects entrusted by the consignee from the consignor of the target project or from another consignor. Information may be submitted to the account. As a result, the consignee can manage the entrusted sales projects collectively as their own entrusted project regardless of the consignor, so that the labor management of the sales representatives (users) belonging to the consignee can be efficiently performed. can. The information indicating the list of business projects may include at least one of information indicating the number of business clients included in each business project and information indicating the consignor of each business project. This allows the consignor to easily grasp the scale of each entrusted project or the status of orders received from each consignor.

The server 30 permits a specified account among the accounts belonging to the outsourcing company to access information related to the target project in response to a request from the account of the outsourcing company to which access to the information related to the target project is permitted. may As a result, it is possible to limit the account of the contractor who can access the information on the target project, while granting access authority to the account of the person in charge assigned at the discretion of the contractor. In other words, it is possible to achieve both the security of information on the target project and the efficiency of the labor management of the contractor.

(6) Modification The storage device 11 may be connected to the entrustor terminal 10 via the network NW. The display 21 may be provided in the entrustor terminal 10 or may be externally attached. Storage device 31 may be connected to server 30 via network NW. The storage device 51 may be connected to the entrustee terminal 50 via the network NW. The display 61 may be provided in the entrustee terminal 50 or may be externally attached.

Each step of the information processing described above can be executed by appropriately dividing among the entrustor terminal 10 , the server 30 , and the entrustee terminal 50 . Also, in the above description, an example of executing each step in each process in a specific order has been shown, but the execution order of each step is not limited to the example described as long as there is no dependency.

In the above explanation, an example of creating a project for each group belonging to a business entity was shown. However, the grouping of business entities is not essential, and may be modified so that projects can be created on a business entity basis. In other words, the consignor may be a business entity instead of a group.

In the above description, the information processing system 1 is described on the premise that it is applied to new customer development. However, the information processing system 1 is also applicable to inside sales. Specifically, the server 30 automatically creates a business project for inside sales in association with the consignor in accordance with the update of the status of each business destination included in the business project for new customer acquisition. For example, when the status of one of the sales destinations included in the sales project for new customer development is set to a value corresponding to a prospective customer, the server 30 can set the sales list of the sales project for inside sales (i.e. , project sales destination ID list included in project information). As with the sales project for new customer acquisition, the consignor can outsource the sales agency for the sales project for inside sales to the consignee.

In the above description, an example was shown in which the operation object B11c1a receives an operation for designating the sales agency organization to which the project is entrusted. However, the operation objects B11c1a-B11c1b may be used to receive an instruction to add a new sales agency organization to the sales agency organization to which the consignor can place orders.
Specifically, the operation object B11c1a may further display an option corresponding to a new sales agency organization (that is, a business entity ID has not been issued). When the operation object B11c1b is selected with these options selected, the consignor terminal 10 displays an object that accepts information on the new sales agency organization (for example, business entity name and contact information). The consignor terminal 10 transmits the received information to the server 30, and the server 30 invites the new sales organization to create an account. As a result, the consignor can easily allow the sales organization (for example, a group company) to which he or she wishes to place an order to participate in the information processing system 1 . Further, the operator of the information processing system 1 can easily increase the number of sales agencies participating in the information processing system 1 by using the consignor's network, and can enclose both the consignor and the consignee.
As an example, the server 30 sends an e-mail prompting the creation of an account to the new sales agent organization. It should be noted that it is also possible to implement the function of setting a new sales organization and inviting the sales organization to create an account by means (for example, another object) other than the combination of the operation objects B11c1a and B11c1b. Alternatively, instead of inviting the new sales agency organization to create an account, the consignor terminal 10 side may directly create an account for the new sales agency organization.

Although the embodiments of the present invention have been described in detail above, the scope of the present invention is not limited to the above embodiments. Also, the above embodiments can be modified and modified in various ways without departing from the gist of the present invention. Also, the above embodiments and modifications can be combined.

1: Information processing system 10: Entrustor terminal 11: Storage device 12: Processor 13: Input/output interface 14: Communication interface 21: Display 30: Server 31: Storage device 32: Processor 33: Input/output interface 34: Communication interface 50: Entrustee terminal 51 : Storage device 52 : Processor 53 : Input/output interface 54 : Communication interface 61 : Display

Claims (12)

the computer,
Means for creating a sales project including one or more sales destinations in association with a consignor,
means for permitting an account belonging to the consignor to access information related to the business project created in association with the consignor;
means for identifying a first project from among business projects associated with the consignor;
means for identifying a first outsourcer selected for the first project from among one or more sales agency organizations;
means for permitting a first account belonging to the first outsourcee to access information related to the first project in accordance with the identification of the first outsourcee;
Means, upon request from an account authorized to access information relating to said business project, to allow said account to view said information;
means for compiling information about said business project upon request from an account authorized to access said information;
A program that functions as The information about the business project includes business information for the business destination included in the business project,
Both the first project and the second project entrusted to a second contractor different from the first contractor include the first business partner,
The browsing means browses sales information for the first business partner that has been edited in response to a request from a second account that belongs to the second outsourcee and is permitted to access information on the second project. to said first account,
A program according to claim 1. The browsing means includes sales information for the first business partner that has been edited in response to a request from an account that belongs to the first trustee and is permitted to access information on the first project; 2 Permitting the account belonging to the consignor to view the sales information for the first business partner that has been edited in response to the request from the account,
3. A program according to claim 2. The browsing means includes sales information for the first business partner edited in response to a request from an account belonging to the consignor, and sales information for the first business partner edited in response to a request from the first account. permitting the first account to view sales information;
4. The program according to claim 2 or 3. The sales information for the business destination includes at least one of information on the progress status of sales to the business destination or information on a chronological log of sales activities performed for the business destination,
A program according to any one of claims 1 to 4. causing the computer to further function as a means for presenting to the consignor information on one or more sales agency organizations to which the consignor can place orders;
The means for identifying the first outsourcee identifies the first outsourcee in response to an instruction from the outsourcer regarding the information presented to the outsourcer.
6. The program according to any one of claims 1 to 5. said computer,
means for receiving an instruction from the consignor to add a new sales agency organization to one or more sales agency organizations to which the consignor can place orders;
Means for inviting the new sales agency organization to create an account in response to receiving an instruction to add the new sales agency organization;
7. The program of claim 6, further functioning as a Further, the computer as a means for presenting to the first account, in response to a request from the first account, information indicating a list of business projects commissioned by the first consignee from the consignor and other consignors. make it work,
A program according to any one of claims 1 to 7. The information indicating the list of business projects entrusted by the first consignee includes at least one of information indicating the number of business partners included in each business project, or information indicating the consignor of each business project,
9. A program according to claim 8. causing the computer to further function as a means for permitting a specified account among the accounts belonging to the first outsourcer to access information related to the first project in response to a request from the first account;
A program according to any one of claims 1 to 9. a means for creating a sales project including one or more sales destinations in association with a consignor;
means for permitting an account belonging to the consignor to access information related to a business project created in association with the consignor;
means for identifying a first project from among business projects associated with the consignor;
means for identifying a first outsourcer selected for the first project from among one or more sales agency organizations;
means for permitting a first account belonging to the first outsourcee to access information related to the first project in accordance with the identification of the first outsourcee;
Means, upon request from an account authorized to access information relating to said business project, to allow said account to view said information;
and means for editing the information on the business project in response to a request from an account authorized to access the information on the business project. the computer
a step of creating a business project including one or more business partners in association with a consignor;
allowing an account belonging to the consignor to access information about a business project created in association with the consignor;
identifying a first project from among the business projects associated with the consignor;
identifying a first outsourcer selected for the first project from among one or more sales agency organizations;
responsive to identification of the first outsourcee, granting access to information about the first project to a first account belonging to the first outsourcee;
Upon request from an account authorized to access information regarding said business project, having said information viewed by said account;
and editing information on the business project in response to a request from an account authorized to access the information on the business project.

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