JP6831164B1 - Methods and systems for customizing business instructions - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a system and a method for realizing optimization of division of duties from the top to the bottom of an organization. SOLUTION: This is a method of customizing business instructions in multiple stages, in which a first business instruction device customizes a process of creating standard business instruction information and standard business instruction information for each of a plurality of first entities. The process of creating the first customized business instruction information, the process of associating the first customized business instruction information with the first entity and storing it in the first database, and the process of storing the first customized business instruction information in a plurality of firsts. The process of delivering to each of the second business instruction devices, the process of the second business instruction device customizing the first customized business instruction information for each second entity, and the process of creating the second customized business instruction information. Includes a step of associating the second customized business instruction information with the second entity and storing it in the second database. [Selection diagram] Fig. 3

Description

The present invention relates to methods and systems for customizing business instructions. More specifically, the present invention relates to methods and systems for customizing business instructions in multiple stages (eg, two stages).

In an organization, it is common for the members of the organization to share in carrying out a specific task. In addition, the leader who organizes the group often makes the decision regarding the division of duties.

Nowadays, the utilization of IT technology in business is being promoted, and the technology for automating the division of business has been developed. Patent Document 1 discloses a load leveling mechanism. Based on the stored work-in-process data, the load type of each work place is categorized, the load leveling is performed while comparing with the capacity, and a preparation order list is prepared. It is disclosed to create. Further, Patent Document 2 discloses a task allocation unit that allocates published tasks to employees who have free time.

Japanese Patent Application Laid-Open No. 2-015365 JP-A-2018-190348

Although there are many mechanisms for assigning tasks using IT technology, a satisfactory mechanism has not been realized from the viewpoint of the burden on the actual work site. The reason for this is that the organizations that carry out the work are hierarchized, and even if the division of work from the top of the organization to the next level is optimized, it is not possible to optimize the division of work to further levels. is there.

Also, those at the top of the organization often do not know the actual situation at the lowest level at the field level. Therefore, it is difficult to optimize the division of duties from the top of the organization to the bottom layer by the instruction of the person located at the top of the organization.

In view of the above circumstances, it is an object of the present invention to provide a system and a method for realizing the optimization of the division of duties from the top to the bottom of the organization.

The actual situation at the lowest level at the field level is best understood by the leader who bundles the members at the field level. Therefore, as a result of diligent studies by the present inventor, we have come up with a mechanism for introducing a mechanism for assigning tasks in multiple stages.

The present invention has been completed based on the above findings and includes the following inventions in one aspect.
(Invention 1)
It is a method of customizing business instructions in multiple stages using the system.
The system includes a first database, a second database, at least one first business instruction device, and a plurality of second business instruction devices.
The method is
The process in which the first business instruction device creates standard business instruction information, and
A process in which the first business instruction device customizes the standard business instruction information for each of a plurality of first entities to create a first customized business instruction information.
A step in which the first business instruction device stores the first customized business instruction information in the first database in association with the first entity.
A process in which the first business instruction device distributes the first customized business instruction information to each of the plurality of second business instruction devices.
A process in which the second business instruction device customizes the first customized business instruction information for each second entity to create a second customized business instruction information.
A step in which the second business instruction device stores the second customized business instruction information in the second database in association with the second entity.
Including methods.
(Invention 2)
In the method of invention 1, the business instruction is customized in two steps.
The process of creating the first customized business instruction information includes creating it based on the first property.
The process of creating the second customized business instruction information includes creating it based on a second property different from the first property.
Method.
(Invention 3)
The method of invention 2,
The first property is the business execution deadline of the first entity.
The second property is the amount of work and / or the content of work of the second entity.
Method.
(Invention 4)
It is a system that customizes business instructions in multiple stages.
The system includes a first database, a second database, at least one first business instruction device, and a plurality of second business instruction devices.
The first business instruction device is configured to create standard business instruction information.
The first business instruction device is configured to customize the standard business instruction information for each of a plurality of first entities to create the first customized business instruction information.
The first business instruction device is configured to store the first customized business instruction information in the first database in association with the first entity.
The first business instruction device is configured to distribute the first customized business instruction information to each of the plurality of second business instruction devices.
The second business instruction device is configured to customize the first customized business instruction information for each second entity to create a second customized business instruction information.
The second business instruction device is configured to store the second customized business instruction information in the second database in association with the second entity.
system.
(Invention 5)
In the system of invention 4, the business instruction is customized in two steps.
The first business instruction device is configured to create the first customized business instruction information based on the first property.
The second business instruction device is configured to create a second customized business instruction information based on a second property different from the first property.
system.
(Invention 6)
The system of invention 5
The first property is the business execution deadline of the first entity.
The second property is the amount of work and / or the content of work of the second entity.
system.

The present invention has the following steps in one aspect.
A process in which the first business instruction device customizes the standard business instruction information for each of a plurality of first entities to create a first customized business instruction information.
The process in which the second business instruction device customizes the first customized business instruction information for each second entity and creates the second customized business instruction information. As a result, the process is layered in multiple stages. The division of duties can be optimized in the organization.

Represents the configuration of the information processing device in one embodiment. Represents the configuration of the system in one embodiment. Represents the configuration of the system in one embodiment. Represents the flow of optimizing business instructions in one embodiment. Represents the flow of optimizing business instructions in one embodiment. In one embodiment, a method of generating a task from a business instruction is shown. In one embodiment, a method for a worker to confirm a task or the like is shown. In one embodiment, a method for confirming the progress of a task and the like will be shown. Represents the concept of task customization in one embodiment.

Hereinafter, specific embodiments for carrying out the present invention will be described. The following description is for facilitating the understanding of the present invention. That is, it is not intended to limit the scope of the present invention.

1. 1. Fields of Application The present invention can be applied to various fields. One example is application to the following fields.
・ In the organization of the company, department level ⇒ section level ⇒ clerk level ⇒ division of duties to each employee ・ In the franchise, headquarters ⇒ manager of each store ⇒ division of duties to employees of each store ・ In the factory line, headquarters ⇒ Division of operations to each factory ⇒ production line in each factory / ordering source ⇒ supplier ⇒ primary subcontractor ⇒ secondary subcontractor ⇒ division of operations to tertiary subcontractors / transportation (airport, railroad, taxi, etc.), hospital, accommodation Division of duties in organizations such as facilities, nursing homes, public institutions (schools, libraries, museums, public halls, etc.), amusement parks, amusement facilities, etc. In the specific embodiment thereafter, the headquarters ⇒ the manager of each store ⇒ each store The division of duties to employees will be explained as an example.

In addition, the entity that shares the work is not necessarily human. Depending on the field, machines (for example, robots, etc.) can also be the main actors who share the work. Therefore, in this specification, an entity that shares duties including humans and machines is referred to as an entity.

One of the purposes of the present invention in one embodiment is to optimize the division of duties. The optimization of the division of duties mentioned here includes the optimization from various viewpoints. For example, optimization according to the difference in skill (the right person in the right place) can be given as an example (for example, as an assembly part, one department creates part A and another department creates part B). Alternatively, optimization from the viewpoint of leveling can be mentioned (for example, sharing in consideration of the difference in the remaining work capacity between department A and department B, or work speed between department A and department B. Sharing, etc. considering the difference between Alternatively, instead of assigning a work deadline uniformly, it also includes allocating an appropriate work deadline according to the convenience of the entity that undertakes the work. Therefore, optimizing the division of work is not limited to allocating the amount of work evenly.

2. 2. Configuration of Information Processing Device The present invention in one embodiment includes an information processing device. The information processing device may be a general information processing device, and may include a processor, a memory (eg, RAM, etc.), a storage medium (eg, HDD, SDD, etc.), and a communication module (FIG. 1). reference). The information processing device may function as a server device or a client device.

Examples of the server device include a WEB server, a file server, a database server, and the like, and the server device is not limited to a server having a specific function.

Examples of the client device include a personal computer, a tablet terminal, a smartphone, a smart watch, and the like. Further, in some cases, the client device may be a work robot (for example, when the work to be shared is assigned to a robot instead of a person).

Further, the server device and the client device are not limited to the above specific examples, and may correspond to both depending on the relative relationship with other information processing devices. For example, as will be described later, the second business device shown in FIGS. 2A to 2B can be said to be a client device in relation to the first business device. However, on the other hand, the second business device can be said to be a server device in relation to the client devices shown in FIGS. 2A to 2B.

The system of the present invention in one embodiment may be configured by combining the above information processing devices. In addition, the method of the present invention in one embodiment can be carried out using the system.

3. 3. System Configuration Figure 2A shows the configuration of the system of the present invention in one embodiment. The system can include at least one first database and at least one first business instruction device. Typically, the number of first business instruction devices may be one. Similarly, the number of first databases may be one. Both may be connected by a network, or may be one information processing apparatus in which both are integrated. The type of network is not limited, and may be a local network, the Internet, or the like.

These first database and the first business instruction device can be used, for example, by a person at the headquarters, whereby the business instructions issued from the headquarters to each store can be managed.

The first business instruction device may be connected to a plurality of second business instruction devices through a network. These plurality of second business instruction devices correspond to the first entity (in this case, each store or the store manager of each store). For example, these plurality of second business instruction devices may be associated with the identification information of the first entity.

The second business instruction device may be connected to the second database via a network, or may be one information processing device in which both are integrated.

The second business instruction device may be connected to a plurality of client devices via a network. The plurality of client devices correspond to a second entity (in this case, an employee of each store). These plurality of client devices may be associated with the identification information of the second entity.

In the system configuration diagram of FIG. 2A, business instructions are output in two stages (that is, business instructions from the headquarters to each store and business instructions from the manager of each store to employees). However, the system of the present invention is not limited to two stages, and includes a form corresponding to a configuration of three stages, four stages, or more. In such a case, the system includes a third business instruction device and a third database, a fourth business instruction device and a fourth database, a fifth business instruction device, a fifth database, and the like.

The relationship between the business instruction device in the upper layer and the business instruction device in the lower layer is not particularly limited, but is typically a one-to-N (plural) relationship.

FIG. 2B is a modified example of the configuration of the system of FIG. 2A. It differs from the system configuration of FIG. 2A in that the first business instruction device and the second business instruction device share and use one database. Therefore, unless otherwise specified, in the case of expressions such as the first database and the second database, both may be integrated to form one database, or both may be separate databases. Please interpret it as good (even if you have a third database, a fourth database, etc.). Typically, they may exist as separate databases.

In addition, all or part of such a series of databases and business instruction devices may be provided on the cloud.

4. Output flow of business instructions (from headquarters to each store)
In this section, we will explain how business instructions are output from the headquarters to each store using the above system (see FIG. 3).

The user of the headquarters can create a business instruction by using the first business instruction device and the first database. The first business instruction device first accepts the input of information related to the business instruction. Information related to business instructions includes, for example, required time (eg, time, man-hours, etc.), subject, business content, deadline, required skills, priority, urgency, category, and the like. At this stage, it is not essential to input all the information. For example, the items to be customized (leveling) may be left uninput. In the example of FIG. 3, since the deadline is customized for each store, the deadline may be left blank. As a result, it is possible to create a common part (that is, standard business instruction information) in the instruction contents to each store.

Next, the first business instruction device acquires a list of work groups (here, stores) from the first database. Then, the first business instruction device displays a list of stores on the user interface so that the user of the headquarters can select the member of the work to be the target of the business instruction. After the user of the headquarters selects a store, the first business instruction device can acquire profile information related to the selected store from the first database. Examples of store-related profile information include location, handling operations, work speed, work capacity, personnel composition, store size, equipment, business hours, environmental factors (eg, regionality, congestion hours, etc.), events, and seasons. Etc. are included.

Subsequently, the first business instruction device customizes the business instruction content based on the standard business instruction information and the profile information related to the store (in some cases, further based on the input by the user). (In this example, the business execution deadline is customized, but the items to be specifically customized include at least one of the business execution deadline, the business execution content, the business execution amount, and the business required time).

Specifically, the first business instruction device can set a deadline for executing the input standard business instruction for each store. The setting may be performed automatically by the first business instruction device, for example, or may be performed by the first business instruction device in response to an input from a user of the headquarters.

When done automatically, for example, the first business instruction device sets a relatively late deadline when a particular store is busy, while another store has spare capacity. If, the deadline can be set relatively early. As another example, different deadlines may be set for each store depending on the difference in physical distance from the headquarters and / or the size of the store. If the deadline is extremely different for each store, the overall progress will be delayed. Therefore, for example, the first business instruction device may set the deadline based on a preset deadline range. After the setting is automatically made, the deadline may be reset by further input from the headquarters user.

After customizing the business instruction, the first business instruction device may store the customized business instruction information (first customized business instruction information) in the first database. At this time, as for the customized business instruction information, data can be generated for the number of the selected stores. For example, when the number of selected stores is 10, the record of business instruction information corresponding to the 10 stores is stored in the database. In this case, a different deadline may be set for each store. In addition, each record is stored in the database in association with the store identification information. Customized business instructions can be used to manage progress after being stored in the database. For this purpose, the records in the database may contain items that indicate progress.

Then, the first business instruction device delivers the customized business instruction content to the second business instruction device. Here, the delivery means, for example, designating a destination like an e-mail and transmitting it to a second business instruction device (for example, based on the identification information of each store) via a mail server or the like. May mean. Alternatively, in another example, the first business instruction device has a function as a WEB server, and the second business instruction device authenticates using the identification information of each store via a browser to customize the business. You may browse the instruction contents.

5. Output flow of business instructions (from each store to employees)
In this section, we will explain how business instructions are output from each store to employees using the above system (see FIG. 4).

The user of each store (for example, the store manager of each store) activates the second business instruction device and receives the customized business instruction content delivered from the first business instruction device. As described above, the receiving method may be in the form of an e-mail, via a browser, via a dedicated application, or in any other format.

After receiving the business instruction, the second business instruction device can analyze the business instruction content. Then, a candidate task can be created from the contents of the business instruction. The mechanism for creating a candidate task from the business instruction content is not particularly limited, and for example, machine learning is performed using past data (for example, learning data in which the business instruction content is associated with the candidate task). You may. Alternatively, a predetermined keyword (and a candidate task related thereto) may be registered in a dictionary, a keyword matching in the business instruction content may be extracted, and a candidate task may be created.

When the candidate task can be created, the second business instruction device can display the business instruction content and the task schedule management screen on a display device such as a display (FIG. 5). In the example of FIG. 5, an "inventory" operation is created as a candidate task for the keyword "inventory" and displayed on the task schedule management screen. The second business instruction device may automatically set the required time of work and the like from the past history. For example, when the inventory work is about 30 minutes in the past history, "30 min" may be displayed near the "inventory" display on the task schedule management screen. The past history may be stored in a second database, for example.

If the candidate task could not be created, or if the candidate task was created but further addition is required, use the user interface that displays both the business instruction content and the task schedule management screen. , Candidate tasks can be added. As an example, the user can specify a keyword in the business instruction content, and the specified keyword can be moved to the task schedule management screen. For example, as shown in FIG. 5, a pointer is placed on the keywords "cold glass, bowl, bowl" and / or "mug, 12 ounce glass, three tsuru, tonsu" in the business instruction content, and the task is performed. You may drag it to the schedule management screen (in the case of a touch panel, drag it with your fingertip).

In response to the operation of moving the specified keyword to the task schedule management screen, the specified keyword is displayed as a candidate task on the task schedule management screen.

If the candidate task could not be created, or if the candidate task was created but further modification is required, edit the candidate task using the user interface that displays the task schedule management screen. It can be carried out. For example, it is possible to modify items such as work content modification and required time.

After editing the task, you can select the employees to assign. For example, the second business instruction device can acquire employee information of the store from the second database and display a list of employees on a display device such as a display.

The store user can select the employee to whom the task is assigned from the list of employees. After the store user selects an employee, the second business instruction device can obtain profile information related to the selected employee from the second database. Examples of employee-related profile information include skills (eg, qualifications, manageable tasks), religion, age, gender, nationality, language ability, physical characteristics (eg, weight, height, etc.), work speed, work. At least one of the spare capacity and shift information (eg, work availability information) is included.

Subsequently, the second business instruction device is based on information related to the task candidate and profile information related to the employee (in some cases, and / or instead, based on input by the user). Customize the business instruction content (in this example, customize the work amount and / or the work content). Then, the result of customization can be reflected on the screen for managing the task schedule. More specifically, the worker can be displayed at the position corresponding to each candidate task. Here, it is preferable that the property classification that is the basis when the second business instruction device creates the customized business instruction (task) is the basis when the first business instruction device creates the customized business instruction. It is different from the property classification. For example, when the first business instruction device creates a customized business instruction, the business execution deadline and the like are optimized for each store. On the other hand, when the second work instruction device creates a customized work instruction, the work amount and / or work content, work execution time and / or work time, etc. are optimized for each employee. As a result, it becomes possible to realize the division of duties according to the actual situation.

After customization, the task schedule management screen may be used to edit the information related to the task. For example, if you want to assign a specific task to a worker who is different from the customization result, you can change the worker.

After customizing the task, the second business instruction device may store the customized task information in the second database. At this time, as for the customized task information, data can be generated for the number of set candidate tasks. For example, when the number of candidate tasks is 10, 10 task information records are stored in the database. Customized task information can be used to manage progress after it is stored in the database. For this purpose, the records in the database may contain items that indicate progress. In addition, the identification information of the employee who is in charge of the task is associated and stored in the record of each task information.

In addition, the second business instruction device distributes customized task information to the client device. Here, delivery means, for example, specifying a destination like an e-mail and transmitting it to a client device (for example, based on employee identification information) via a mail server or the like. May be good. Alternatively, in another example, the second business instruction device has a function as a WEB server, and the client device authenticates using the employee's identification information via a browser and browses the customized business instruction content. You may try to do it.

6. Confirmation of tasks (confirmation of tasks by employees)
Client devices (for example, smartphones) are distributed to employees, and tasks are confirmed using the client devices (more specifically, browsers or apps installed in the client devices). be able to. For example, as shown in FIG. 6, when logging in, the ToDo list assigned to each employee is displayed. Employees can turn on the flag indicating that the task has been completed by performing an operation such as tapping an item related to the completed task (in the case of FIG. 6, a check mark).

In addition, the client device can display information on the ToDo list related to other employees by making a request to the second business instruction device. Furthermore, the client device can simultaneously display its own ToDo list and the ToDo list for other employees. You can then pass tasks by dragging some of your tasks on your to-do list (and dropping them on your to-do list for your employees). It should be noted that the reverse operation, that is, dragging (and dropping at the to-do list about itself) some tasks of another employee's to-do list may be done.

Information about the fact that the flag indicating that the task has been completed has been turned on may be sent from the client device to the second business instruction device, whereby the progress stored in the second database. It may be reflected in the item indicating.

7. Confirmation of task progress (confirmation of tasks by the manager of each store)
The store manager of each store can check the progress of the tasks assigned to the employees by using the second business instruction device. Specifically, the second business instruction device may be used to display a screen for task schedule management on a display device such as a display. Then, the task displayed on the task schedule management screen may be acquired from the second database. Then, the second database includes items related to the progress status related to the flag setting indicating the task completion input from the client device. Therefore, this may be used to indicate whether or not the task displayed on the task schedule management screen has been completed (check mark in the example of FIG. 7).

In another example, the second business instruction device may be used to display a screen of the business instruction content on a display device such as a display. A mark indicating that it is related to the task assigned to the employee is shown near some keywords in the business instruction content (underlined in FIG. 7). Furthermore, a mark indicating that the related task has been completed is shown near some of the keywords in the business instruction content (check mark in FIG. 7).

As a result, the manager of each store can check the progress of the task assigned to the employee. Further, the second business instruction device can be used to transmit information on the progress status to the first business instruction device. After receiving the information, the first business instruction device can reflect the information on the progress status in the progress status item of the business instruction record stored in the first database.

In the above example, a check mark indicating that the task and / or business instruction has been completed is adopted, but another expression is also possible. For example, the progress may be displayed as a percentage instead of indicating only completion / incomplete. For example, when one business instruction content created by the first business instruction device is decomposed into 10 tasks by the second business instruction device, the progress is percentaged according to the number of completed tasks. It may be displayed. Alternatively, the progress may be expressed by considering the number of items and the time required for each task, rather than simply based on the number of items.

8. Other (supplement)
In the above example, an example of customizing business instruction information for each entity has been shown. Here, customizing the business instruction information for each entity includes two patterns as shown in FIG. 8 and a combination thereof. In the pattern shown in FIG. 8A, the business instruction content is duplicated by the number of entities, and then the business instruction content is modified (added, deleted, changed) for each entity. In the pattern shown in FIG. 8B, the business instruction content is decomposed and assigned to each entity. In other words, "customizing the business instruction information for each entity" is not limited to only one of FIGS. 8A and 8B.

The specific embodiments of the present invention have been described above. The above-described embodiment is merely a specific example of the present invention, and the present invention is not limited to the above-described embodiment. For example, the technical features disclosed in one of the above embodiments can be applied to other embodiments. Further, unless otherwise specified, for a specific method, it is possible to replace some steps with the order of other steps, and an additional step may be added between the two specific steps. The scope of the present invention is defined by the claims.

Claims (2)

It is a method of customizing business instruction data in multiple stages using the system.
The system includes a first database, a second database, at least one first business instruction device, and a plurality of second business instruction devices.
The customized business instruction data includes a first customized business instruction information data and a second customized business instruction information data.
The first customized business instruction information data is for each of a plurality of first entities with respect to business instruction information data having common instruction contents to each first entity created from the first business instruction device. It is the data for which the business execution deadline is set, and is stored in the first database in association with the first entity.
The second customized business instruction information data is data in which the work amount and / or the work content is set for each of the plurality of second entities based on the first customized business instruction information data, and It is stored in the second database in association with the second entity.
The system further comprises any or both of the following (1) and (2):
(1) A trained model trained using learning data that associates business instruction content data with candidate tasks.
(2) Dictionary data in which predetermined keywords and related candidate tasks are registered,
The method comprises carrying out either or both of the following steps (a) and (b) in the second business instruction device.
(A) When the above (1) is provided, the step of the trained model receiving the first customized business instruction information data as an input value and outputting a candidate task.
(B) When the above (2) is provided, keywords included and matched in the dictionary data are extracted from the first customized business instruction information data, and a candidate task is output based on the keywords. Process . It is a system that customizes business instruction data in multiple stages.
The system includes a first database, a second database, at least one first business instruction device, and a plurality of second business instruction devices.
The customized business instruction data includes a first customized business instruction information data and a second customized business instruction information data.
The first customized business instruction information data is for each of a plurality of first entities with respect to business instruction information data having common instruction contents to each first entity created from the first business instruction device. It is the data for which the business execution deadline is set, and is stored in the first database in association with the first entity.
The second customized business instruction information data is data in which the work amount and / or the work content is set for each of the plurality of second entities based on the first customized business instruction information data, and Stored in the second database in association with the second entity
The system further comprises any or both of the following (1) and (2):
(1) A trained model trained using learning data that associates business instruction content data with candidate tasks.
(2) Dictionary data in which predetermined keywords and related candidate tasks are registered,
The second business instruction device is
(A) When the above (1) is provided, the trained model is used, the first customized business instruction information data is input, and a candidate task is output.
(B) When the above (2) is provided, a keyword included and matched in the dictionary data is extracted from the first customized business instruction information data, and a candidate task is output based on the keyword. Is configured as
System .