TWI634498B - Business operations analysis system and method - Google Patents

Abstract

The invention provides a method for analyzing enterprise operation problems. This method includes the following processes: operational data collection, financial data analysis and calculation, operational comparison statistical operation mechanism, and analysis of operational problem recommendations. In addition, the system of business operation problems is also disclosed here.

Description

 Enterprise operation problem analysis system and method thereof  

The present invention relates to an analysis method and system thereof, and more particularly to an enterprise operation problem analysis system and method thereof.

The results of business operations are reflected in financial statements such as balance sheets, profit and loss statements, cash flows, changes in shareholders' equity, etc., because the interpretation of these financial statements takes a lot of time, and often can only analyze the internal past The current situation of differences does not fully take into account the same environmental status messages faced by industry/industry competitors and standard companies.

Therefore, the information read in the financial statements is relatively one-sided and partial biased, and it is impossible to predict the problem in advance, that is, it is impossible to refer to the problems encountered by the industry standards and to think about the differences between themselves and the future, and find key operational management problems and formulate them. The direction of future management optimization.

The present invention proposes a business operation problem analysis system and method thereof to solve the problems of the prior art.

In an embodiment of the present invention, the method for analyzing a business operation problem proposed by the present invention comprises the steps of: preloading financial information of a plurality of enterprises; and analyzing financial information to generate operational indicators of a plurality of enterprises, and The group uses the analysis industry scale (PR) value calculation mode to generate the industry indicator scale value; when receiving the financial information of a user company transmitted from a user device, automatically analyzing the financial information to generate the operation index of the user company, and further Comparing the operating index of the user company to the indicator scale of the industry, and obtaining the competitiveness of the user company in the industry, and analyzing the plurality of operating indicators of the user company, thereby analyzing the plurality of user companies The operational problem is to dynamically generate an operational problem questionnaire; when the user device answers the content of the operational questionnaire, the corresponding suggested solution is returned to the user device.

In an embodiment of the present invention, the method for analyzing enterprise operation problems further includes: providing a percentile ranking of the user company in the plurality of enterprises according to the financial information of the user company.

In an embodiment of the present invention, the method for analyzing enterprise operation problems further includes: pre-establishing a database to load the relationship between various indicator differences and corresponding operational problems.

In an embodiment of the present invention, the method for analyzing the operational problems of the enterprise further comprises: comparing the difference between the operational indicators of the user company and the operational indicators of at least one enterprise in the same industry; and indicating the operating indicators that are inferior to the enterprises of at least the same industry according to the difference , obtaining a corresponding number of operational problems from a database.

In an embodiment of the present invention, the method for analyzing enterprise operation problems further includes: statistical historical financial information combined with future budget financial information, and then statistics automatically estimate the return on shareholders' equity, thereby providing the user company through the network interface device. Simulate the adjusted budget amount and immediately present the benefits of the improved return on equity after the simulation.

In an embodiment of the invention, the enterprise operation problem analysis system proposed by the present invention comprises a network interface device, a storage device and a processor. The network interface device communicates with the user device, and the storage device stores a plurality of program instructions. The processor executes a plurality of program instructions to: preload a plurality of enterprise financial data to the storage device; parse the financial data to generate operational indicators of the plurality of enterprises; and receive, by the network interface device, a user company transmitted from the user device According to the financial information, the operating indicators of at least one of the same industry enterprises are selected from multiple enterprises, and the financial information is analyzed to generate operational indicators of the user company, thereby comparing the operational indicators of the user company with the operational indicators of at least the same industry enterprises. A plurality of operational problems of the user company are analyzed; when the user device selects to query at least one of the plurality of operational problems, the corresponding solution is returned to the user device through the network interface device.

In an embodiment of the invention, the processor provides the user company's percentile ranking in the plurality of enterprises to the user device through the network interface device according to the financial information of the user company.

In an embodiment of the invention, the processor pre-establishes a database in the storage device to load the relationship between various indicator differences and their corresponding operational problems.

In an embodiment of the present invention, the processor compares the operational indicators of the user company with the operational indicators of at least one of the same industry enterprises: comparing the difference between the operational indicators of the user company and the operational indicators of at least one of the same industry enterprises; Differences, from a database to obtain a corresponding number of operational issues.

In an embodiment of the present invention, the processor collects historical financial information and future budget financial information, and then automatically estimates the return rate of the shareholders' equity, thereby providing the user company with an instant simulated adjusted budget amount through the network interface device. Immediately present the simulated return on equity after the simulation to improve the efficiency.

In summary, the technical solution of the present invention has obvious advantages and beneficial effects compared with the prior art. The main difference between the present invention and the existing financial analysis technology is that the prior art finds an investment objective with excellent business performance through comparison of several financial indicators, and the present invention finds through comprehensive business indicators and continuous accumulation of analysis logic by professional consultants. The company itself must face the potential problems of facing up to the problem, and at the same time search for a database of problem solving methods to improve and enhance the competitiveness of enterprises. That is to say, the present invention provides a user-friendly operation data that can be easily input by the user, and quickly and automatically compares the external industry (global public company operating data), and is maintained by the professional consultants. Data comparison calculation of the parameters generated, automatic output of modular business operations analysis recommendations and reports, early detection of business management issues and then take the necessary actions for the main purpose.

The above description will be described in detail in the following embodiments, and further explanation of the technical solutions of the present invention will be provided.

The above and other objects, features, advantages and embodiments of the present invention will become more apparent and understood.

100‧‧‧Corporate Operational Problem Analysis System

110‧‧‧ processor

120‧‧‧Storage device

121‧‧‧Program Instructions

123‧‧‧Database

130‧‧‧Network interface device

190‧‧‧User device

200‧‧‧Analysis of business operation problems

S210, S220, S230, S240, S250, S260‧‧ steps

The above and other objects, features, advantages and embodiments of the present invention will become more <RTIgt; </ RTI> <RTIgt; </ RTI> <RTIgt; </ RTI> <RTIgt; And FIG. 2 is a flow chart of a method for analyzing an enterprise operation problem according to an embodiment of the present invention.

In order to make the description of the present invention more complete and complete, reference is made to the accompanying drawings and the accompanying drawings. On the other hand, well-known elements and steps are not described in the embodiments to avoid unnecessarily limiting the invention.

1 is a block diagram of an enterprise operational problem analysis system 100 in accordance with an embodiment of the present invention. As shown in FIG. 1, the enterprise operation problem analysis system 100 includes a network interface device 130, a storage device 120, and a processor 110. The processor 110 is electrically connected to the network interface device 130 and the storage device 120. For example, the enterprise operational problem analysis system 100 can be a server, a computer host, a network platform, or other computer system. The storage device 120 can be a hard disk, a flash memory, or other storage medium, and the processor 110 can be centrally processed. The network interface device 130 can be a network card or other communication device.

When the enterprise operation problem analysis system 100 operates, the network interface device 130 communicates with the user device 190. For example, the user device 190 can be a smart phone, a tablet computer, a notebook computer, a personal computer, a mobile device, or the like. electronic product. The storage device 120 stores a plurality of program instructions 121. Processor 110 executes program instructions 121 for business operation problem analysis.

First, the processor 110 preloads the financial information of a plurality of enterprises to the storage device 120, and the financial information may be from the stock exchange or other units. For example, financial information includes current assets, non-current assets, current liabilities and non-current liabilities. Current assets include cash, notes receivable, accounts receivable, inventories, prepayments, etc. Non-current assets include real estate, plant, Equipment, intangible assets, deferred income tax assets, etc., current liabilities include short-term borrowings, notes payable, accounts payable, current income tax liabilities, liability provision, advance receipts, etc., non-current liabilities include deferred income tax liabilities...etc.

The processor 110 then parses the financial information to generate operational indicators for the plurality of businesses. For example, operating indicators include total return on equity, return on equity, operating gross profit margin, operating profit margin, operating profitability ratio, operating expense return rate, operating profit return rate, gross profit margin, sales ratio, total revenue. Total expenditure ratio...etc.

The user can log in to the enterprise operation problem analysis system 100 through the user device 190, complete the user identity registration after logging in the relevant materials, and the user can input the financial information of the user company according to the usage authority (for example, the user company related assets and liabilities, profit and loss, Financial information such as cash flow and changes in shareholders' equity and setting of demand parameters). In an embodiment of the present invention, the processor 100 provides the user company's percentile ranking in the plurality of enterprises to the user device 190 through the network interface device 120 according to the financial information of the user company, so that the user can understand that the company is in the company. Positioning on the market.

When the network interface device 130 receives the financial information of the user company transmitted from the user device 190, the processor 110 selects the operational indicators of the same industry enterprise from the plurality of enterprises, and analyzes the financial information to generate the operational indicators of the user company, and further Compare the operational indicators of the user company with the operational indicators of the same industry to analyze the multiple operational problems of the user company. For example, operational issues include financial management issues, marketing issues, and other issues. Financial management problems can be used for the loss of investment, the source of profit is not in the industry, the department that still earns money, the expense of deferred expenses, the increase of capital expansion, diluting and profiting, the retained surplus is not increased, the control expenses are out of control, and the loss is realized. Ying, shareholder pledge of equity is too high, huge foreign currency exchange losses, excessive shareholder exchanges, exchanges for exchanges, etc., marketing problems can be lack of market information, operating profit is not enough to pay interest, sales unit prices only fall, Products fail to meet consumer demand, new market channels have not been opened, etc. Other problems can be speeding up personnel, overspeeding of personnel/equipment, idle capacity, unbalanced bonus system design, delay in new product or new process development... Wait.

Specifically, the processor 110 pre-establishes the database 123 in the storage device 120 to load the relationship between various indicator differences and their corresponding various operational problems. Then, the processor 110 compares the difference between the operation index of the user company and the operation index of the at least one industry enterprise; according to the difference, the network interface device 130 is used to prompt the operation indicator that is inferior to the at least one industry enterprise to the user device 190, A plurality of operational problems are obtained in the database 123.

The user can select a question to be understood through the user device 190. When the user device 190 selects to query at least one of the plurality of operational problems, the corresponding solution is returned to the user device 190 through the network interface device 130.

On the other hand, the processor 110 collects historical financial information and future budget financial information, and then automatically estimates the return on equity of the employee, thereby providing the user device 190 through the network interface device 130 to instantly simulate the adjusted budget amount, and present the simulation immediately. The benefits of the benefits of the subsequent increase in the return on equity.

2 is a flow chart of a method 200 for analyzing an enterprise operation problem in accordance with an embodiment of the present invention. As shown in FIG. 2, the enterprise operation problem analysis method 200 includes steps S210, S220, S230, S240, S250, and S260 (it should be understood that the steps mentioned in the embodiment are except for the order in which they are specifically stated. , can be adjusted according to actual needs, or even simultaneously or partially simultaneously). As for the hardware device for carrying out these steps, since the above embodiments have been specifically disclosed, the description thereof will not be repeated.

In step S210, operational data is collected. According to an embodiment of the present invention, in step S210, financial information of a plurality of enterprises is pre-loaded, and the financial information may be from a stock exchange or other units. For example, financial information includes current assets, non-current assets, current liabilities and non-current liabilities. Current assets include cash, notes receivable, accounts receivable, inventories, prepayments, etc. Non-current assets include real estate, plant, Equipment, intangible assets, deferred income tax assets, etc., current liabilities include short-term borrowings, notes payable, accounts payable, current income tax liabilities, liability provision, advance receipts, etc., non-current liabilities include deferred income tax liabilities...etc.

In step S220, the financial data is parsed and calculated. According to an embodiment of the present invention, in step S220, the financial information is analyzed to generate operational indicators of a plurality of enterprises. For example, operating indicators include total return on equity, return on equity, operating gross profit margin, operating profit margin, operating profitability ratio, operating expense return rate, operating profit return rate, gross profit margin, sales ratio, total revenue. Total expenditure ratio...etc.

In step S230, the operational comparison statistical operation mechanism is performed; then, in step S240, the operational problem recommendation is analyzed. Specifically, in steps S230 and 240, the industry scale (PR) value calculation mode is used for the group of the same industry to generate the industry indicator scale value; when receiving the financial information of the user company transmitted from the user device, automatically Analyze financial information to generate operational indicators of the user company, and then compare the user company's operational indicators in the industry's indicator scale position, and derive the user company's competitiveness in the industry, and analyze the user's multiple operational indicators In order to analyze the plurality of operational problems of the user company to dynamically generate an operational problem questionnaire; when the user device answers the content of the operational questionnaire, the corresponding suggested solution is returned to the user device.

In an embodiment, the analysis of the industry scale (PR) value calculation mode may be a percentile difference calculation method, that is, the values of the plurality of items in the financial data of the user company generally correspond to the corresponding enterprise groups in the same industry. The percentage of the financial value. For example, if the industry indicator scale value is 1~25%, it means the project is poor; if the industry indicator scale value is 26~50%, it means to be strengthened; if the industry indicator scale value is 51~75%, it means Yes, if the industry indicator scale value is 76~88%, it means good; if the industry index scale value is 89~99%, it means excellent.

In an embodiment, the operational indicator may be an operational indicator of a short board, wherein the short board represents short-term, current or non-long-term, but the invention is not limited thereto.

According to an embodiment of the present invention, in step S230, when receiving the financial information of the user company transmitted from the user device, the operating indicators of the same industry enterprise are selected from the plurality of enterprises, and the financial information is analyzed to generate the user company. The operational indicators, in turn, compare the operational indicators of the user company with the operational indicators of the same industry enterprise, and then analyze the plurality of operational problems of the user company in step S240. Specifically, the Business Operational Problem Analysis Method 200 pre-establishes a database to load the relationship between various indicator differences and their corresponding operational problems (eg, using analytical logic and/or artificial intelligence from multiple expert consultants). ). Next, in step S230, a difference between the operational index of the user company and the operational index of at least one of the companies in the same industry is compared. Then, in step S240, according to the difference, the operational indicators that are inferior to the at least one industry enterprise are prompted, and a plurality of corresponding operational problems are obtained from the database.

In step S250, the statistical application of the industry operation problem. According to an embodiment of the present invention, in step S250, the number of times of querying the plurality of operational problems (eg, which issues/frequency times are concerned) and industry attributes (eg, industry/different functions) are counted, and the plurals are sorted according to An operational problem that provides a ranking of multiple operational issues to the next logged-in user device, allowing the next industry/same user to browse and select in this order, putting the less popular issues behind. According to another embodiment of the present invention, in step S250, the statistical historical financial information is combined with the future budget financial information, and then the statistics automatically estimate the return on equity, thereby providing the user company with an instant simulation budget amount through the network interface device. The adjusted benefits of the increase in the return on equity.

In step S260, the problem solving method database. According to an embodiment of the present invention, the user can select a question to be understood through the user device, and when the user device selects to query at least one of the plurality of operational problems, in step S260, the corresponding solution is returned to the user device.

In summary, the main difference between the present invention and the existing financial analysis technology is that the prior art finds an investment objective with excellent business performance through comparison of several financial indicators, and the present invention continues through a more comprehensive operational indicator and is combined with professional consultants. Accumulate analytical logic to find out the problems that the company itself must face, and search for a database of problem solving methods to improve and enhance the competitiveness of the company. That is to say, the present invention provides a user-friendly operation data that can be easily input by the user, and quickly and automatically compares the external industry (global public company operating data), and is maintained by the professional consultants. Data comparison calculation of the parameters generated, automatic output of modular business operations analysis recommendations and reports, early detection of business management issues and then take the necessary actions for the main purpose.

Although the present invention has been disclosed in the above embodiments, it is not intended to limit the present invention, and the present invention can be modified and modified without departing from the spirit and scope of the present invention. The scope is subject to the definition of the scope of the patent application attached.

Claims (8)

An analysis method for a business operation problem, comprising the steps of: preloading financial information of a plurality of enterprises; analyzing the financial information to generate operational indicators of the enterprises; and using the same industry enterprises as a group to analyze the industrial scale value calculation mode, generating Industry indicator scale value; when receiving the financial information of a user company transmitted from a user device, automatically analyzing the financial information to generate the operating index of the user company, and then comparing the index of the operation index of the user company in the industry Position, and derive the competitiveness of the user company in the industry, and analyze the plurality of operational indicators of the user company to analyze the plurality of operational problems of the user company; and when the user device chooses to query the operational problems At least one of the following means, the corresponding solution is returned to the user device through a network interface device; and the percentile ranking of the user company in the enterprises is provided according to the financial information of the user company. The method for analyzing enterprise operation problems described in claim 1 further includes: pre-establishing a database to load the relationship between various indicator differences and corresponding operational problems. Analysis of the business operation problem described in claim 1 The method further comprises: comparing a difference between the operational index of the user company and the operational indicator of the at least one industry enterprise; and according to the difference, indicating that the operational indicator is inferior to the at least one of the same industry enterprises, and obtaining a corresponding data from a database These operational issues. The method for analyzing the operational problems of the enterprise as described in claim 1 further includes: statistical historical financial information combined with future budget financial information, and then statistics automatically estimate the return on equity, thereby providing real-time simulation of the user company through the network interface device. The benefit of the increase in the return on equity after adjusting the budget amount. A business operation problem analysis system includes: a network interface device for communicating with a user device; a storage device for storing a plurality of program instructions; and a processor executing the program instructions to perform the following actions: preloading a plurality of The financial information of the enterprise is sent to the storage device; the financial information is parsed to generate operational indicators of the enterprises; and when the network interface device receives the financial information of a user company transmitted from the user device, according to the selection of the enterprises An operational indicator of at least one of the same industry companies, and analyzing the financial information to generate operational indicators of the user company, thereby analyzing the operational operations of the user company and the operational indicators of the at least one industry enterprise to analyze the plurality of operations of the user company Problem; When the user device selects to query at least one of the operational problems, the corresponding solution is returned to the user device through the network interface device; wherein the processor passes the network interface according to the financial information of the user company. The device provides a percentile ranking of the user company in the businesses to the user device. The enterprise operation problem analysis system according to claim 5, wherein the processor pre-establishes a database in the storage device to load the relationship between various indicator differences and corresponding operational problems. The enterprise operation problem analysis system according to claim 6, wherein the action of the processor compared to the operation index of the user company and the operation indicator of the at least one industry enterprise comprises: comparing the operation index of the user company with the at least one industry The difference between the operational indicators of the enterprise; and based on the difference, the corresponding operational issues are obtained from a database. The enterprise operation problem analysis system according to claim 7, wherein the processor collects historical financial information in combination with future budget financial information, and then automatically estimates the return rate of the shareholders' equity, thereby providing the user device instant through the network interface device. The adjusted budget amount will immediately show the benefits of the improved return on equity after the simulation.