JP7018728B2 - Self-assessment support system - Google Patents

Description

The present invention relates to a data processing technique, and more particularly to a technique for supporting the implementation of self-assessment related to business.

Whether each group in the company (for example, each department, for example, each team of each department) is properly operated and managed is called a manager or a person in charge (hereinafter, manager, etc.) who is responsible for the business of each group. ) Is known for self-assessment. According to the self-assessment, since the evaluation is performed by oneself and the problem is discovered, there is an advantage that the management consciousness is raised and the correction and improvement are smoothly connected.

One of the exemplary objects of an aspect of the present invention is to provide a technique that can reduce the burden on an administrator or the like when performing a self-assessment.

In order to solve the above problems, the self-assessment support system of a certain aspect of the present invention includes an assessment information holding unit that holds an evaluation for each of a plurality of assessment items that specify matters to be implemented by each group in the company. It is provided with an automatic evaluation unit that automatically evaluates at least a part of assessment items based on predetermined information and records the evaluation result in the assessment information holding unit.

It should be noted that any combination of the above components and a conversion of the expression of the present invention between a computer program, a recording medium in which the computer program is stored, and the like are also effective as aspects of the present invention.

According to the present invention, it is possible to reduce the burden on the administrator and the like when carrying out the self-assessment.

It is a figure which shows an example of the self-assessment item list used in the self-assessment support system which concerns on embodiment. It is a schematic diagram which shows the self-assessment support system which concerns on embodiment. It is a block diagram which shows the function and composition of the self-assessment support apparatus of FIG. It is a figure which shows the assessment-related information screen. It is a figure which shows the self-assessment result for each assessment item and each group. It is a figure which shows the total score for each group, and the score for each classification.

Hereinafter, the present invention will be described with reference to the drawings based on the preferred embodiments. The same or equivalent components, members, and processes shown in the drawings shall be designated by the same reference numerals, and duplicate description thereof will be omitted as appropriate.

FIG. 1 shows an example of a list of assessment items used in the self-assessment support system according to the embodiment. Each of the multiple assessment items defines what the group should do in order to operate and manage the group more accurately. As shown in FIG. 1, the assessment items are described in the form of a question. The manager, etc. evaluates whether or not the group to which he / she belongs can carry out each assessment item. In the self-assessment support system according to the embodiment, at least a part of the assessment items is automatically evaluated by referring to predetermined data. This reduces the burden on the administrator and the like. Each group considers assessment items that have not been implemented as issues, formulates measures to solve them, and implements them. In this way, the operation and management of each group will be more accurate. Hereinafter, the self-assessment support system will be specifically described.

FIG. 2 is a schematic diagram showing the self-assessment support system 1 according to the embodiment. The self-assessment support system 1 supports the implementation of self-assessment regarding business in the company 200. Self-assessment is carried out, for example, once every six months. In the present embodiment, the company 200 is a company that provides business outsourcing in an asset management business and a financial business such as insurance and banking.

The self-assessment support system 1 includes a self-assessment support device 100, a group leader terminal 202 of a company 200, and a quality audit department terminal 204. The self-assessment support system 1 is connected to the accident management DB 4 and the business hours DB 6 via a network.

The accident management DB 4 is an accident in the business of the company 200, and holds data information about an accident such as an error in the delivered product or a delay in the delivery due to a mistake. The business hours DB holds the daily business hours of the employees of the company 200.

The group leader terminal 202 is an information processing terminal operated by an administrator or the like of each group of the company 200 (in this embodiment, each team of each department), and receives input of information related to the assessment from the administrator or the like. Information related to assessment (hereinafter referred to as assessment-related information) is, for example, evaluation of assessment items, measures for solving assessment items (that is, problems) evaluated as not being implemented, and implementation results of the measures. The group reader terminal 202 transmits the received information to the self-assessment support device 100.

The quality audit department terminal 204 is an information processing terminal operated by a person in charge of the quality audit department who audits the operation, management, etc. of each group of the company 200. The quality audit department terminal 204 receives input of information such as audit results for assessment-related information from the person in charge of the quality audit department. Then, the information is transmitted to the self-assessment support device 100.

The self-assessment support device 100 manages the assessment-related information received from the group reader terminal 202 and the assessment-related information automatically generated based on the information held in the accident management DB 4 and the business hours DB 6. The self-assessment support device 100 may be managed by an entity different from the company 200.

FIG. 3 is a block diagram showing the functions and configurations of the self-assessment support device 100. Each block shown here can be realized by an element or a mechanical device such as a CPU (central processing unit) of a computer in terms of hardware, and can be realized by a computer program or the like in terms of software. It depicts a functional block realized by their cooperation. Therefore, it is understood by those skilled in the art who have touched this specification that these functional blocks can be realized in various forms by combining hardware and software.

The self-assessment support device 100 includes an assessment information acquisition unit 102, an automatic evaluation unit 104, an aggregation unit 106, a report creation unit 108, an assessment item holding unit 110, and an assessment information holding unit 112.

The assessment item holding unit 110 holds the self-assessment item list shown in FIG. That is, the assessment item holding unit 110 holds the self-assessment ID that uniquely identifies the self-assessment item, the classification of the self-assessment, and the self-assessment item in association with each other.

The assessment information holding unit 112 holds attribute information related to self-assessment. This attribute information is each information item of the assessment-related information screen 500 described later in FIG. 4, and includes, for example, a department name, a team name, a self-assessment ID, an evaluation, and the like.

The assessment information acquisition unit 102 generates screen data of the assessment-related information screen 500 (described later in FIG. 4) based on the assessment item list held in the assessment item holding unit 110, and uses the screen data as the group reader terminal 202 or the quality. It is provided to the audit department terminal 204 and displayed. The assessment information acquisition unit 102 acquires various information input to the assessment-related information screen 500 from the group leader terminal 202 and the quality audit unit terminal 204 and stores them in the assessment information holding unit 112.

FIG. 4 shows an assessment-related information screen 500. The assessment-related information screen 500 includes an evaluation area 510, a countermeasure planned area 520, and a countermeasure result area 530 for each assessment item.

The evaluation area 510 includes an evaluation column 511, an evaluation explanation column 512, and an evaluation voucher column 513. Each group leader inputs each field of the evaluation area 510 for each assessment item.

In the evaluation column 511, an evaluation for the assessment item is input. In the present embodiment, "○: completed", "△: partially completed", "×: not completed" or "-: not applicable" is input in the evaluation column 511 in the selection format. To. In the evaluation explanation column 512, an explanation of what was evaluated as such with respect to the evaluation input in the evaluation column 511 is input. In the evaluation voucher column 513, materials that serve as evidence of the evaluation entered in the evaluation column 511 are selected.

The person in charge of the Quality Audit Department confirms the validity of the evaluation entered in the evaluation column 511 for each assessment item in each group based on the explanation entered in the evaluation explanation column 512 and the materials selected in the evaluation voucher column 513. To confirm. If the person in charge of the Quality Audit Department determines that the evaluation is not valid, he / she instructs the group leader to correct the evaluation or to correct the evaluation. The objectivity of the evaluation by the group leader is ensured by the person in charge of the quality audit department confirming the validity of the evaluation.

Each group has decided that the assessment items evaluated as "△: partially completed" or "×: not completed" in this self-assessment will be "○: completed" in the next self-assessment. In other words, it is required to take some measures in order to solve the problems identified by the implementation of self-assessment. Information on such countermeasures is input to the countermeasure planned area 520. The planned countermeasure area 520 includes a person in charge column 521, a planned countermeasure completion date column 522, a countermeasure content column 523, a product supervision result confirmation column 524, and a product supervision comment column 525. The manager or the like inputs the person in charge column 521, the countermeasure completion date column 522, and the countermeasure content column 523, and the person in charge of the quality audit department inputs the product supervision result confirmation column 524 and the product supervision comment column 525.

In the person in charge field 521, the name of the person in charge of the main measure is input. In the measure completion date column 522, the measure completion date is input. The countermeasure content is input in the countermeasure content column 523. In the product supervision result confirmation column 524, the judgment result by the quality audit department is input as to whether or not the countermeasure content is appropriate (sufficient). In the comment column 525 of the product supervisor, a comment regarding the countermeasure is input.

The countermeasure result area 530 includes a countermeasure status column 531, a countermeasure completion date column 532, an implementation voucher column 533, a product supervision completion confirmation column 534, and a product supervision remark column 535. The manager or the like inputs the countermeasure status column 531, the countermeasure completion date column 532, and the implementation voucher column 533, and the person in charge of the quality audit department inputs the product supervision completion confirmation column 534 and the product supervision remark column 535. ..

In the countermeasure status column 531, the implementation status of the countermeasure input in the countermeasure content column 523 of the planned countermeasure area 520 is input. In the measure completion date column 532, the measure completion date is input. In the implementation voucher column 533, materials that prove that the measures have been implemented are selected.

Returning to FIG. 3, the automatic evaluation unit 104 automatically evaluates at least a part of the assessment items. In the present embodiment, the automatic evaluation unit 104 automatically evaluates the assessment items having self-assessment IDs D11, D12, E01 and F04. The automatic evaluation unit 104 acquires information necessary for automatically evaluating the assessment items, and automatically evaluates the assessment items based on the acquired information according to the evaluation method for each assessment item. The automatic evaluation unit 104 records the department name, team name, self-assessment ID, evaluation, etc. in the assessment information holding unit 112 for the assessment items automatically evaluated.

The automatic evaluation by the automatic evaluation unit 104 will be described by taking the assessment items of D11 and E01 as an example.

-Automatic evaluation of D11 The automatic evaluation unit 104 acquires the number of days for hot vacation and refreshment vacation from the business hours DB6. For the target group, the evaluation unit acquires the number of days of hot vacation and the number of days of refreshment vacation taken by each member of the group during the target period. The automatic evaluation unit 104 evaluates that D11 can be implemented if all the members can take the hot vacation for 3 days or more and the refreshment vacation for 5 days or more, and if some members can take it, D11. It is evaluated that it has been partially implemented, and if there is no member who has acquired it, it is evaluated that it has not been implemented.

-Automatic evaluation of E01 The automatic evaluation unit 104, from the accident management DB4, for each of the accidents that occurred in the target period for the target group, the recognition date and time when the accident was recognized, the completion date and time of the provisional measures for the accident, and the date and time thereof. Obtain the completion date and time of full-scale countermeasures against accidents. For each accident, the automatic evaluation unit 104 determines that the provisional measures have been taken if the time from the recognition date and time to the completion date and time of the provisional measures is within one day (24 hours). Further, the automatic evaluation unit 104 determines that the full-scale measures have been taken within 6 months from the recognition date and time to the completion date and time of the full-scale measures. Then, the automatic evaluation unit 104 evaluates that E01 can be implemented if both provisional measures and full-scale measures have been implemented for all accidents, and both provisional measures and full-scale measures have been implemented for only some accidents. If it is possible, it is evaluated that E01 has been partially implemented, and if there is no case where both provisional measures and full-scale measures have been implemented, it is evaluated that E01 has not been implemented, and an accident occurred during the target period. If not, E01 is evaluated as out of scope.

The aggregation unit 106 refers to the assessment information holding unit 112, and aggregates various information for each of the items of FIGS. 5 and 6 to be described later.

FIG. 5 shows the self-assessment results for each assessment item and each group. FIG. 5 shows, as an example, the self-assessment result of the regulation / document management.

FIG. 5 shows a rating 540 for each group (ie, each team) for each assessment item. Regarding the evaluation, "○", "△", "×", and "-" are the assessment items "completed", "partially completed", "not completed", and "not applicable", respectively. Show that. Further, FIG. 5 displays a score 542 for each assessment item, which indicates whether each assessment item has been implemented as a company 200. This score 542 is calculated by the following equation in the present embodiment.
Score = (number of ○) / (number of ○ + number of △ + number of ×) × 100 ・ ・ ・ (1)
In addition, FIG. 5 also displays a score 544 for each classification as a company 200. The score 544 for each classification is calculated by the equation (1) in the same manner as the score 542 for each assessment item.

By referring to FIG. 5, it is possible to grasp at a glance whether each group is able to carry out each assessment item. Further, by confirming the score for each access item, it is possible to grasp whether or not each assessment item can be implemented as the company 200.

FIG. 6 is a diagram showing the total score for each group and the score for each classification, which are aggregated by the aggregation unit 106. The total score of FIG. 6 and the score for each classification are calculated by the equation (1) in the same manner as the score for each assessment item. In FIG. 6, the group with the higher total score is displayed on the upper side, and the category with the higher score as the company 200 is displayed on the left side. This makes it possible to grasp at a glance a well-made group and a well-made classification.

Returning to FIG. 4, the report creation unit 108 creates a report including various information aggregated by the aggregation unit 106.

The operation of the self-assessment support system 1 configured as described above will be described.
The manager of each group inputs the assessment-related information on the assessment-related information screen 500. The assessment information acquisition unit 102 acquires it and records it in the assessment information holding unit 112. The person in charge of the Quality Audit Department confirms the validity of the evaluation by the managers of each group. If it determines that the evaluation is not valid, instruct the group leader to revise the valuation or revise the valuation. Further, the automatic evaluation unit 104 automatically evaluates some assessment items based on the data acquired from the accident management DB 4 and the business hours DB 6, and records the result in the assessment information holding unit 112.

The aggregation unit 106 refers to the assessment information holding unit 112 and aggregates the assessment-related information as shown in FIGS. 5 and 6. The report creation unit 108 creates a report including the aggregation result by the aggregation unit 106.

In addition, the manager of each group inputs measures for the assessment items evaluated as "partially completed" or "not completed" on the assessment-related information screen 500. The assessment information acquisition unit 102 acquires them and records them in the assessment information holding unit 112. When the countermeasure is implemented, the manager or the like of the group inputs the implementation result of the countermeasure on the assessment-related information screen 500. The assessment information acquisition unit 102 acquires it and records it in the assessment information holding unit 112.

According to the self-assessment support system 1 according to the embodiment described above, at least a part of the plurality of assessment items is automatically evaluated by the automatic evaluation unit 104. As a result, it is possible to reduce the burden on the manager and the like when carrying out the self-assessment.

Further, according to the self-assessment support system 1 according to the embodiment, as shown in FIGS. 5 and 6, the self-assessment results for each group are displayed side by side. In other words, the self-assessment results for each group are compared. This creates a counter-consciousness in each group that wants to achieve better assessment results than the other groups, and enhances each group's motivation to solve the problems extracted by conducting self-assessment. As a result, the level of operation and management of the company 200 as a whole is improved.

The configuration and operation of the self-assessment support system according to the embodiment have been described above. It is understood by those skilled in the art that these embodiments are exemplary and that various modifications are possible in the combination of each of these components, and that such modifications are also within the scope of the present invention.

(Modification 1)
Although not specifically mentioned in the embodiment, the group of the company 200 may include a group of outsourced companies, for example, each department of a subsidiary of the company 200, or each team of each department of the subsidiary. In this case, the evaluation by the manager of the outsourced group for the assessment items of F01 to F05 in FIG. 1 is "not applicable".

Any combination of the embodiments and modifications described above is also useful as an embodiment of the present invention. The new embodiments resulting from the combination have the effects of the combined embodiments and variants. It is also understood by those skilled in the art that the functions to be fulfilled by each of the constituent elements described in the claims are realized by a single component or a cooperation thereof shown in the embodiments and modifications. ..

1 Self-assessment support system, 100 self-assessment support device, 102 assessment information acquisition unit, 104 automatic evaluation unit, 112 assessment information retention unit, 202 group reader terminal.

Claims (1)

An assessment information holding department that holds evaluations for each of multiple assessment items that specify what each group in the company should do.
Each group is equipped with an automatic evaluation unit that automatically evaluates the assessment items regarding the implementation status of countermeasures against accidents in business among the plurality of assessment items and records the evaluation results in the assessment information holding unit .
For each group, the automatic evaluation department determines the date and time when the accident was recognized, the date and time when the provisional measures for the accident were completed, and the date and time when the full-scale measures for the accident were completed. It is acquired, and it is judged whether or not the provisional measures are taken based on the time from the recognition date and time to the completion date and time of the provisional measures, and whether or not the full-scale measures are taken based on the time from the recognition date and time to the completion date and time of the full-scale measures. A self-assessment support system characterized by determining whether or not, and evaluating the assessment items regarding the implementation status of measures based on the determination results .

Images