JP3189869U - Operation research system - Google Patents

Abstract

An operation research system that efficiently performs operation research is provided.
An operation research system includes a portable information terminal 10 operated by a researcher who researches an operation of a store, and a store terminal 20 connected to the terminal via a communication network. The mobile information terminal 10 receives checklist data in which check items are set for each of a plurality of items from the store terminal 20, displays the checklist data received from the store terminal 20, and receives input for the displayed checklist data. The checklist data received is transmitted to the store terminal 20, and the store terminal 20 receives the checklist data transmitted from the portable information terminal 10 and evaluates the operation of the store based on the checklist data. An evaluation index is calculated.
[Selection] Figure 5

Description

  The present invention relates to an operation research system including a portable information terminal operated by a researcher who researches an operation of a store, and a store terminal connected to the portable information terminal via a communication network.

  Conventionally, many techniques for supporting store management for the purpose of improving sales have been disclosed (for example, Patent Document 1).

  Conventionally, as a technique for supporting store operations, operation research has been performed in order to grasp the state of store operations of stores.

JP 2005-122333 A

  However, in the conventional operation research described above, there is a problem that the evaluation items are not shared, and it is necessary to input the description contents described in the paper medium into a terminal such as a PC, which requires double work. There are issues such as that, and operational research has been difficult to say. Therefore, there is a need for a technology that can efficiently perform operation research.

  An operation research system according to the present invention is an operation research system comprising a portable information terminal operated by a researcher who researches the operation of a store, and a store terminal connected to the portable information terminal via a communication network, The portable information terminal has a checklist data receiving means for receiving checklist data in which check items are set for each of a plurality of items from the store terminal, and a checklist data display for displaying the checklist data received from the store terminal Means for receiving input to the displayed checklist data, and checklist data transmitting means for transmitting the checklist data that has been accepted to the store terminal, wherein the store terminal is the portable information terminal Or Data receiving means for receiving transmitted checklist data; and evaluation index calculating means for calculating an evaluation index for evaluating store operations based on the checklist data. .

  In the operation research system according to the present invention, the store terminal may include store evaluation means for evaluating the operation of the store based on the calculated evaluation index.

を用いて各項目別の改善すべき度合いを示す改善指数を算出する改善指数算出手段を含むこととしてもよい。 Further, in the operation research system according to the present invention, the store terminal includes policy importance level information storage means for storing policy importance level information indicating policy importance level allocated to each of the plurality of items, and the check list The data is data in which evaluation points and room for improvement are set as the check items. The evaluation points are information determined by the judgment of the researcher, and the corresponding items are evaluated step by step. The degree of room for improvement is information determined by the researcher's judgment and information indicating the degree of room for improvement step by step.

It is good also as including the improvement index calculation means which calculates the improvement index which shows the degree which should be improved according to each item using.

を用いて各項目別の達成率を算出する達成率算出手段を含むこととしてもよい。 Moreover, in the operation research system according to the present invention, the store terminal further includes a formula for the store terminal.

It is good also as including the achievement rate calculation means which calculates the achievement rate according to each item using.

  In the operation research system according to the present invention, the portable information terminal may include a photographing device, and the check list data may include a photographing information posting region in which information photographed by the photographing device is posted.

  According to the present invention, it becomes possible to perform operation research efficiently.

It is a block diagram which shows the structural example of an operation research system. It is a figure which shows the example of storage of check list data. It is a figure which shows the example of storage of policy importance information. It is a figure which shows the example of storage of input completed checklist data. It is a flowchart which shows the example of an operation research process. It is a flowchart which shows the example of a master setting process. It is a screen figure which shows the example of a check list.

  DESCRIPTION OF EXEMPLARY EMBODIMENTS Hereinafter, preferred embodiments for carrying out the invention will be described with reference to the drawings. The following embodiments do not limit the device according to each claim, and all combinations of features described in the embodiments are not necessarily essential to the solution of the device. .

  FIG. 1 is a block diagram illustrating a configuration example of an operation research system according to the first embodiment. As shown in FIG. 1, the operation research system 100 according to the first embodiment includes portable information terminals 10 to 10N (N is an arbitrary integer) and a store terminal 20. The portable information terminals 10 to 10N are connected to the store terminal 20 via a communication network 30 such as the Internet. Note that the portable information terminals 10 to 10N will be described using the portable information terminal 10 as an example unless otherwise required. The portable information terminals 101 to 10N have the same configuration as the portable information terminal 10.

  “Operation” used in the following description means “store operation”. In addition, “operation research” used in the following description indicates an investigation of store operations.

  The operation research system 100 is a system for improving the efficiency of operation research performed by a researcher (a person who investigates store operations) and effectively using the results of the research.

  The portable information terminal 10 is managed by, for example, a store manager and used by a researcher belonging to the store. The portable information terminal 10 is configured by an information processing apparatus such as a mobile type personal computer or a dedicated device.

  As shown in FIG. 1, the portable information terminal 10 includes a control unit 11, a storage unit 12, an output unit 13, a communication unit 14, and an input unit 15. Although not shown, the portable information terminal 10 has a CPU (central processing unit), a program storage unit, an OS (operating system), and the like.

  The control unit 11 is configured by, for example, a CPU, and follows a computer program stored in the storage unit 12 (including a program for causing the portable information terminal 10 to control operations and including an operation research). Each element constituting the portable information terminal 10 is centrally controlled and has various functions for executing various processes.

  The storage unit 12 is configured by a ROM, a RAM, or the like, and is a storage medium that stores various computer programs used by the portable information terminal 10 and various information necessary for execution of operation research.

  As shown in FIG. 1, the storage unit 12 includes a check list data storage unit 12a.

  The check list data storage unit 12a is a storage medium that stores check list data in which check items are set for each of a plurality of items.

  FIG. 2 is a diagram illustrating a storage example of check list data stored in the check list data storage unit 12a. As shown in FIG. 2, the check list data in this example includes check items, evaluation points, and room for improvement.

  The check item includes a plurality of detailed items, and for example, a comprehensive item such as “Sales floor environment 1” is set. In this example, five detailed items are set for one check item. Specifically, as shown in FIG. 2, for the check item “sales environment 1”, “cleaned”, “open case cleaned”, “ceiling lighting and fixture lighting” Five detailed items are set: "The light bulb is not burned out", "Partition plates and sales promotion equipment are not left in the place where the customer can see", and "The cart or product is left unattended" Is done.

  The evaluation point is information that is determined by the judgment of the researcher who performs the operation research, and information that indicates the evaluation of the corresponding item step by step. Evaluation points in this example are set so as to indicate the number of checks of five detailed items, and are indicated by a five-level evaluation. That is, when the researcher determines that there is no problem with the items “cleaning is possible” and “open case cleaning is possible”, the evaluation score is “2”. Is set.

  The room for improvement is information that is determined by a researcher's judgment and information that indicates the degree of room for improvement in stages. The room for improvement in this example is indicated by a five-step evaluation based on a researcher's judgment based on a predetermined guideline. For example, “1. Almost perfect”, “2. Relatively good level”, “3. Average level”, “4, There is considerable room for improvement” And five guidelines, “5. Serious”.

  The output unit 13 has a function of outputting various information in a form that can be recognized by the user. For example, the output unit 13 displays an image display device (display device, monitor) that displays a checklist screen, and a sound output device (speaker) that outputs sound information. Device).

  The communication unit 14 has a function of wirelessly connecting to a communication network 30 such as the Internet and transmitting / receiving information to / from an external device such as the store terminal 20 connected to the communication network 30.

  The input unit 15 has a function of accepting various instructions to the control unit 11 from the user. The input unit 15 accepts, as various instructions from the user, operation contents for a virtual button displayed on the display screen of the image display device, a physical button (physical button) provided on a housing constituting the information search device, and the like. . Moreover, the input part 15 is good also as receiving various data transmitted from the shop terminal 20 as an instruction | indication from a user.

  The store terminal 20 is a terminal device managed by the store, and is configured by an information processing device such as a personal computer or a mobile communication terminal. The store terminal 20 has a function of executing processing for managing / analyzing information transmitted from the portable information terminal 10 and a function of executing processing for setting / managing check list data to be transmitted to the portable information terminal 10. In addition, about the management of various data, you may be comprised so that the external server (for example, cloud server) different from the shop terminal 20 may perform.

  As shown in FIG. 1, the store terminal 20 includes a storage unit 21.

  The storage unit 21 includes a policy importance level information storage unit 21a, a master data storage unit 21b, an input checklist data storage unit 21c, an improvement index calculation formula storage unit 21d, and an achievement rate calculation formula storage unit 21e. Including.

  The policy importance level information storage unit 21a is a storage medium that stores policy importance level information indicating the policy importance level assigned to each of a plurality of items. FIG. 3 is a diagram illustrating a storage example of the policy importance level information stored in the policy importance level information storage unit 21a. As shown in FIG. 3, the policy importance level information is information in which a numerical value of 100 is assigned to each item, and is information associated with each item. Specifically, “sales environment 1” is associated with a policy importance of “12”.

  The master data storage unit 21b is a storage medium that stores master data of a check list used by a researcher during a round. Since the master data has the same configuration as the check list data stored in the check list storage unit 12a described above, detailed description thereof is omitted.

  The input checklist data storage unit 21c is a storage medium for storing checklist data in which various types of information are input by a researcher. FIG. 4 is a diagram illustrating a storage example of input checklist data stored in the input checklist data storage unit 21c. As shown in FIG. 4, the input checklist data is stored in a state where various information is input to the checklist data stored in the checklist storage unit 12a. The configuration of the check list data itself has the same configuration as the check list data stored in the check list storage unit 12a described above, and thus detailed description thereof is omitted.

  The improvement index calculation formula storage unit 21d is a storage medium that stores improvement index calculation formula information for calculating an improvement index. The improvement index calculation formula information can be calculated by the following formula.

  The achievement rate calculation formula storage unit 21e is a storage medium that stores achievement rate calculation formula information for calculating the achievement rate of each item. The achievement rate calculation formula information can calculate the achievement rate by the following formula. The achievement rate (%) shown here is

  Next, an example of operation research processing executed by the operation research system 100 will be described with reference to the drawings.

  FIG. 5 is a flowchart showing an example of operation research processing executed by the operation research system 100. In the operation research process, the portable information terminal 10 and the store terminal 20 cooperate to display the operation research result.

  In the operation research process, first, the store terminal 20 executes a master setting process (step S200). Specifically, various information setting processes used for the operation research process are executed. In this example, the master setting process is executed in the flow of the operation research process. However, the master setting process can be executed independently.

  FIG. 6 is a flowchart illustrating an example of the master setting process. As shown in FIG. 6, in the master setting process, setting of master data, distribution setting of policy importance, and the like are executed by the manager of the store terminal 20.

  In the master setting process, first, the store terminal 20 receives a check item setting operation in the check list data (step S201). In addition, when not changing the content already registered, the shop terminal 20 may be comprised so that it may jump to this step S201 and following step S202, and may transfer to step S203.

  Upon receiving the check item setting operation, the shop terminal 20 updates the master list data with the received content (step S202).

  When the master data is updated, the shop terminal 20 receives a policy importance setting operation (step S203). In addition, when not changing the content already registered, the shop terminal 20 may be configured to jump to Step S205 by jumping from Step S203 to the next Step S204.

  Upon receiving the policy importance setting operation, the store terminal 20 updates the policy importance information with the received content (step S204).

  When the policy importance level information is updated, the store terminal 20 ends the master setting process and returns to the operation research process.

  Returning to the operation research process, after the master setting process is executed, the portable information terminal 10 receives an investigation start operation from the researcher (step S101). Specifically, the portable information terminal 10 accepts an application activation operation for displaying a checklist from a researcher.

  When receiving an application activation operation from the researcher, the portable information terminal 10 accepts a checklist data transmission request operation (step S102).

  Upon receiving the checklist data transmission request operation, the portable information terminal 10 transmits a checklist data transmission request to the store terminal 20 (step S103).

  The store terminal 20 receives the information transmitted from the portable information terminal 10 (step S104), refers to the master data storage unit 21b, and transmits the check list data to the transmission source of the transmission request (step S105). .

  The portable information terminal 10 receives the check list data transmitted from the store terminal 20 (step S106) and displays it on its own display device (step S107).

  FIG. 7 is a screen diagram illustrating an example of a check list displayed on the portable information terminal 10. As shown in FIG. 7, the check list 700 includes a check item 701, a store check list (detailed item) 702, an evaluation score 703, and a room for improvement 704. In this example, the evaluation point 703 and the room for improvement 704 are formed in a scale of five levels, indicating that the closer to the right, the better, and the closer to the left, the poorer .

  The portable information terminal 10 displaying the check list data receives input of evaluation points and room for improvement for each item, and updates the check list data (step S108). That is, the researcher performs an input operation (for example, a touch operation on the scale of the evaluation points) on the displayed checklist, and determines the evaluation points of each item and the numerical value of the room for improvement.

  When receiving an input operation for each item, the portable information terminal 10 receives an operation of transmitting the input checklist data to the store terminal 20 (step S109). In other words, the portable information terminal 10 receives an input completion operation from the researcher.

  The portable information terminal 10 that has received the input completion operation from the researcher transmits the latest (input completed) checklist data to the store terminal 20 (step S110).

  When the mobile information terminal 10 transmits the input checklist data to the store terminal 20, the store terminal 20 receives the input checklist data that has been input and stores it in its input checklist data storage unit 21c. Store (step S111).

  When the input checklist data is stored, the store terminal 20 calculates an improvement index as an evaluation index using various information (step S112). That is, the store terminal 20 calculates an improvement index for each check item by substituting the evaluation score, the room for improvement, and the policy importance degree into the improvement index calculation formula. Specifically, referring to the checklist data shown in FIG. 4, “sales environment 1” has an evaluation score of “5”, a room for improvement of “1”, and a policy importance of “12”. Therefore, this information is substituted into the improvement index calculation formula. Then, an improvement index of “12” is calculated.

  Further, the store terminal 20 substitutes the calculated improvement index, the number of stages of evaluation item, the number of stages of room for improvement, and the importance of policy into the achievement rate calculation formula to achieve the achievement as an evaluation index. The rate (%) is calculated (step S113). More specifically, referring to the checklist data shown in FIG. 4, the improvement index is “12” as calculated in step S112, the number of stages of evaluation points is “5”, and the number of stages of room for improvement is “ 5 ”and the policy importance level is“ 12 ”, and such information is substituted into the achievement rate calculation formula. Then, an achievement rate of “100” is calculated.

  When the evaluation index (improvement index and achievement rate) is calculated, the store terminal 20 analyzes the calculated evaluation index and executes an evaluation process for evaluating the store (step S114).

  In the evaluation process, for example, the store terminal 20 executes a process of making an indication for performing an operation that matches the policy based on the calculated evaluation index. More specifically, the store terminal 20 includes a storage unit that stores evaluation reference data indicating a reference value for the value index, and whether or not each calculated evaluation index exceeds (below) the reference value. When it is determined that it is above (or below), a predetermined alert is notified (displayed) and fed back to the store manager.

  Moreover, in the evaluation process, for example, the store terminal 20 crosses data between stores, which portion of which store is superior (or should be improved), and which portion as a whole May be configured to execute a process indicating an evaluation as to whether or not the policy is in compliance with the policy.

  When the store terminal 20 finishes the evaluation process, the operation research system 100 ends the operation research process.

  As described above, the operation research system (for example, the operation research system 100, the same applies hereinafter) according to the above-described embodiment is a portable information terminal (for example, portable information) operated by a researcher who researches the operation of a store. And a store terminal (for example, store terminal 20, the same applies hereinafter) connected to the terminal via a communication network, and the portable information terminal includes a plurality of portable information terminals. Receive checklist data with check items set for each item from the store terminal, display the checklist data received from the store terminal, receive input for the displayed checklist data, and store the checklist data that has been accepted To the device, and the store terminal Receiving a check list data transmitted from the band information terminal has a configuration for calculating an evaluation index for evaluating a store operation based on the checklist data. According to such a configuration, operation research can be performed efficiently. In other words, since it is possible to reduce the time required for inspections and report creation that require a lot of time, work efficiency is improved. In addition, it will be possible to easily evaluate the store operations of each store together, and to evaluate the store operations based on the calculated evaluation index, so that a huge amount of data can be easily knowledged. become.

  In the operation research system according to the above-described embodiment, the store terminal is configured to evaluate the store operation based on the calculated evaluation index. According to such a configuration, it is possible to easily evaluate the store operation.

を用いて各項目別の改善すべき度合いを示す改善指数を算出する構成としている。このような構成によれば、明確な指標により店舗運営の評価を行うことができるようになるため、各項目別の評価だけでなくどの項目を改善する必要があるかという課題を特定することができるようになる。 Further, in the operation research system according to the above-described embodiment, a policy importance level information storage unit (for example, policy importance level information) that stores policy importance level information indicating the policy importance level allocated to each of a plurality of items by the store terminal. The checklist data is data in which an evaluation score and a room for improvement are set as check items, and the evaluation score is information determined by the researcher's judgment. In addition, it is information that indicates the evaluation of the corresponding item step by step, and the room for improvement is information that is determined by the researcher's judgment, and is information that indicates the degree of room for improvement step by step. , Store terminal is a formula

Is used to calculate an improvement index indicating the degree of improvement for each item. According to such a configuration, since it becomes possible to evaluate the store operation with a clear index, it is possible to identify not only the evaluation for each item but also which item needs to be improved. become able to.

を用いて各項目別の達成率を算出する構成としている。このような構成によれば、より分かり易い指標により店舗運営の評価を行うことができるようになるため、各項目別の評価だけでなくどの項目を改善する必要があるかという課題をより簡単に把握することができるようになる。 Further, in the operation research system according to the above-described embodiment, the store terminal is a formula.

It is set as the structure which calculates the achievement rate according to each item using. According to such a configuration, since it becomes possible to evaluate the store operation with a more easily understood index, it is easier to not only evaluate each item but also which item needs to be improved. It becomes possible to grasp.

  Although not particularly mentioned in the above-described embodiment, the portable information terminal includes a photographing device, and the checklist data includes a photographing information posting region in which information photographed by the photographing device is posted. May be. According to such a configuration, it is possible to clearly indicate what part is the indication target. Therefore, the usefulness of the system itself can be enhanced.

  As mentioned above, although preferred embodiment of this invention was described, the technical scope of this invention is not limited to the range as described in the said embodiment. Various modifications or improvements can be added to the embodiment. It is apparent from the description of the claims of the utility model registration that the embodiment added with such changes or improvements can be included in the technical scope of the present invention.

  100 operation research system, 10 to 10N portable information terminal, 11 control unit, 12 storage unit, 12a checklist data storage unit, 13 output unit, 14 communication unit, 15 input unit, 20 store terminal, 21 storage unit, 21a policy important Degree information storage unit, 21b master data storage unit, 21c input check list data, 21d improvement index calculation formula storage unit, 21e achievement rate calculation formula storage unit, 30 communication network.

Claims (5)

An operation research system comprising: a portable information terminal operated by a researcher who researches the operation of a store; and a store terminal connected to the portable information terminal via a communication network,
The portable information terminal
Check list data receiving means for receiving check list data in which a check item is set for each of a plurality of items from the store terminal;
Check list data display means for displaying check list data received from the store terminal;
Input accepting means for accepting input for the displayed checklist data;
Checklist data transmission means for transmitting the checklist data accepted to the store terminal,
The store terminal
Data receiving means for receiving checklist data transmitted from the portable information terminal;
And an evaluation index calculating means for calculating an evaluation index for evaluating the operation of the store based on the checklist data. The operation research system according to claim 1,
The operation research system, wherein the store terminal includes store evaluation means for evaluating a store operation based on the calculated evaluation index. In the operation research system according to claim 1 or 2,
The store terminal includes policy importance level information storage means for storing policy importance level information indicating the policy importance level allocated to each of the plurality of items,
The checklist data is data in which an evaluation score and a room for improvement are set as the check items,
The evaluation score is information determined by the judgment of the researcher and information indicating the evaluation of the corresponding item step by step.
The room for improvement is information that is determined by the researcher's judgment, and is information that indicates the degree of room for improvement step by step.
Furthermore, the store terminal has a formula

An operation research system comprising: an improvement index calculating means for calculating an improvement index indicating a degree of improvement for each item by using. In the operation research system according to claim 3,
Furthermore, the store terminal has a formula

An operation research system comprising: an achievement rate calculating means for calculating an achievement rate for each item using. In the operation system according to any one of claims 1 to 4,
The portable information terminal includes a photographing device,
The checklist data includes an imaging information posting area in which information taken by the imaging device is posted.

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