WO2022271048A1 - Procédé et système de traitement automatisé et de distribution de tâches de travail - Google Patents

Procédé et système de traitement automatisé et de distribution de tâches de travail Download PDF

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Publication number
WO2022271048A1
WO2022271048A1 PCT/RU2021/000361 RU2021000361W WO2022271048A1 WO 2022271048 A1 WO2022271048 A1 WO 2022271048A1 RU 2021000361 W RU2021000361 W RU 2021000361W WO 2022271048 A1 WO2022271048 A1 WO 2022271048A1
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Prior art keywords
tasks
employees
work
services
processing
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PCT/RU2021/000361
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English (en)
Russian (ru)
Inventor
Николай Андреевич ВАСЕВ
Сергей Анатольевич БАБИН
Сергей Сергеевич СКОРОХОДОВ
Станислав Владимирович МАЛЫШЕВ
Максим Александрович МАТВЕЕВ
Сергей Сергеевич КОЗЛОВ
Виталий Ильич КУКУЛЕР
Original Assignee
Общество С Ограниченной Ответственностью "Центр Недвижимости От Сбербанка"
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Priority claimed from RU2021118286A external-priority patent/RU2021118286A/ru
Application filed by Общество С Ограниченной Ответственностью "Центр Недвижимости От Сбербанка" filed Critical Общество С Ограниченной Ответственностью "Центр Недвижимости От Сбербанка"
Publication of WO2022271048A1 publication Critical patent/WO2022271048A1/fr

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/10Services
    • G06Q50/16Real estate

Definitions

  • the presented technical solution relates, in general, to the field of information technology, data processing methods and systems, and in particular to a method and system for automated processing and distribution of work tasks for employees when providing services to an external customer.
  • An automated system for processing incoming calls and a method for automated processing of incoming calls are known from the prior art, disclosed in patent RU 2736629, publ. 11/19/2020.
  • This solution describes an automated system for processing incoming calls, containing an interface for entering information about a client request, a module for generating a telecommunications identifier for a client request and a module for processing incoming calls, connected to each other with the ability to exchange data, characterized in that calls, establishing a connection between the incoming call and the client request in accordance with the telecommunications identifier of the client request, enriching the incoming call with information about the client request and transferring this call to the intermediary interface.
  • the system contains: a block for inputting information characterizing the parameters of the process of activity of a subject of an enterprise, connected to a block for processing and analyzing information, which in turn is connected to a block for outputting processed information.
  • the information processing and analysis unit contains at least four interconnected modules: a module of planned costs, a module for current accounting of costs realized by the subject in the production of goods or services, an analytical module, a module for calculating the virtual income of the subject, which is a virtual wallet.
  • the system for providing services by a real estate agency which provides high-speed sales, contains a central server of a real estate agency, made with a device for inputting information about applicants who intend to sell or buy an apartment, and data on offers of apartments with prices in the primary and secondary markets, and terminals of applicants made on the basis of computerized means with the possibility of remote access to the central server of the real estate agency, while the central server of the real estate agency is made with a database of standard documents used to conclude contracts and agree on conditions and is made with the ability to access databases containing information about applicants, information about apartments offered for sale or purchase and prices for apartments in the primary and secondary markets.
  • the database of standard documents used to conclude contracts and agree on conditions is a set of contracts filled out on behalf of a real estate agency, a list conditions for the provision of services corresponding to each type of contract, and the terms of the cost of services corresponding to each type of contract, the terminals of applicants are made with the ability to implement the function of remote access to the database of standard documents and select the terms of service and the corresponding contract with the possibility of filling the selected contract with personal identification data.
  • the system is equipped with an apartment cost matching unit, which is connected to the actual sales data system containing data on the current cost of sold and offered apartments submitted for the last sold apartments in the studied territorial zone, configured to implement the function of generating a signal corresponding to the achievement of an agreement on the starting price of an apartment , and transmitting this signal to the unit for generating an information advertising package with information about the apartment and its starting cost for transferring this advertising package to the systems of advertising platforms and databases of real estate portals.
  • an apartment cost matching unit which is connected to the actual sales data system containing data on the current cost of sold and offered apartments submitted for the last sold apartments in the studied territorial zone, configured to implement the function of generating a signal corresponding to the achievement of an agreement on the starting price of an apartment , and transmitting this signal to the unit for generating an information advertising package with information about the apartment and its starting cost for transferring this advertising package to the systems of advertising platforms and databases of real estate portals.
  • the unit for approving the cost of the apartment is configured to implement the function of generating a signal corresponding to the achievement of an agreement on the starting price of the apartment, and transferring it to the unit for preparing a set of documents on the apartment for organizing a transaction when an offer from a buyer arrives at the central server of the real estate agency, the terminal of which is made with the possibility of implementing the function of remote access to the database of standard documents and selecting the terms of service provision and the corresponding agreement with the possibility of filling in the selected agreement with personal identification data in order to enter into a transaction.
  • the technical problem or technical problem posed in this technical solution is the creation of a new effective solution for automated processing and distribution of work tasks for employees in the provision of services to an external customer.
  • the technical result achieved in solving the above technical problem or technical problem is to ensure fast and accurate processing and distribution of work tasks for employees when providing services to an external customer and expanding the arsenal of technical means.
  • the parameters for processing requests for the provision of services and distribution of work tasks include data from a service level agreement.
  • data on employees additionally contain a time sheet.
  • the queue of received tasks is visualized in color differentiation based on ranked match.
  • a system for automated processing and distribution of work tasks for employees when providing services to an external customer, containing at least one computing device and at least one memory containing machine-readable instructions that, when executed, at least at least one computing device performs the above method.
  • FIG. 1 shows a diagram of the method.
  • FIG. 2 is an example of a general view of the system.
  • FIG. 3 shows a diagram of the current private implementation of the system and the interaction between its components.
  • the system means, including a computer system, a computer (electronic computer), CNC (numerical control), PLC (programmable logic controller), computerized control systems and any other devices capable of performing a given , a well-defined sequence of operations (actions, instructions).
  • a computer electronic computer
  • CNC numerical control
  • PLC programmable logic controller
  • computerized control systems any other devices capable of performing a given , a well-defined sequence of operations (actions, instructions).
  • a command processing device refers to an electronic unit, a computing device, or an integrated circuit (microprocessor) that executes machine instructions (programs). [0021] The command processor reads and executes machine instructions
  • programs from one or more storage devices.
  • the role of a storage device can be, but not limited to, hard disk drives (HDD), flash Memory, ROM (Read Only Memory), Solid State Drives (SSD), Optical Drives.
  • a program is a sequence of instructions intended to be executed by a computer control device or command processing device.
  • a virtual machine is an abstract computer whose operation is implemented (emulated) on a real machine using software and/or hardware.
  • a customer relationship management system (CRM system, short for Customer Relationship Management) is an application software for organizations designed to automate strategies for interacting with customers (customers), in particular to increase sales, optimize marketing and improve customer service by storing information about customers and the history of relationships with them, establishing and improving business processes and subsequent analysis of the results.
  • SLA Service Level Agreement
  • ITIL methodology term refers to a formal contract between a customer of a service and its provider, containing a description of the service, the rights and obligations of the parties, and, most importantly, the agreed level of quality for providing this service. services.
  • FIG. 1 shows a diagram of the method
  • the parameters for processing requests for the provision of services and the distribution of work tasks, including the response time to a request, are set, in a particular implementation of the described technical solution, based on the SLA (Service Level Agreement, SLA) is an agreement between the customer [0028]
  • SLA Service Level Agreement
  • the metrics can indicate any quality parameters, methods and means of their control, response time of the contractor to the customer's request, as well as penalties for violation of the agreement
  • the main condition for compliance with the SLA is that the values of the metrics must be known to all participants in the process of providing and consuming the service.
  • the set of measured parameters is the most significant part of the SLA, they, by and large, determine the value of the service. On their basis, the selection and adjustment of equipment for the provision of services will be made, the quality of its work will be monitored, and the cost and cost of the service will be calculated.
  • the correct choice of these parameters is very important.
  • the SLA specifies the period for which the supplier undertakes to provide the customer with a report on the measured parameters
  • the customer can make sure that everything is going according to plan.
  • the parameters are out of range, require the equipment provided to him to be upgraded, the software upgraded, etc.
  • the parameters allow you to manage work in critical situations, guaranteeing the restoration of regular performance of systems within predetermined timeframes (the time to resolve incidents and the time to restore service operation are one of the most significant parameters in any service level agreement).
  • the SLA also describes the conditions for the provision of services and establishes the rules by which the customer will use them. Therefore, SLA parameters are one of the main levers for managing consumer expectations.
  • the main points of the SLA a description of the obligations of the parties; indication of the duration of the agreement; description of the process of using services; description of the procedure for monitoring the implementation of the agreement; a description of the procedure for restoring work in the event of interruptions and associated penalties; procedures for solving technical problems and disputes.
  • the SLA specifies the terms for the provision of the service, the quantity, characteristics and location of the hardware and software involved in the provision of the service, the procedure for placing and passing service requests, the terms and amounts of payments associated with the provision of the service, the responsibility of the customer and the contractor, as well as the procedure resolution of disagreements.
  • the set of SLA parameters reflects the key IT processes with which its activities are related. Compliance with SLA parameters becomes a key indicator of the unit's performance.
  • the service provider also enters into an operational service level agreement (OLA, operational-level agreement) with other internal divisions, on which the quality of service delivery depends.
  • OLA operational service level agreement
  • Critical services should be identified, the quality of which will be managed without any delay. For example, for a trade organization, this can be a service for connecting sales managers to a CRM system, for a data center, it can be the time to restore power or access to the Internet. [0038] When choosing metric values, it is necessary to set realistic quality standards for the SLA, taking into account the capabilities and targets. This will harmonize the provision of services. These parameters should be consistent with the service provider's business goals and reflect the real needs of users. [0039] The correct choice of parameters also helps to realistically predict the timing of restoration of access to the service in case of failures. The critical parameters in this case can be the response time to incidents and the time to restore the full operation of the service.
  • Service availability is the minimum total time that the service will be available. Sometimes the calculation is carried out from the reverse, and then we are talking about the maximum time during which the service will be unavailable. Service availability is one of the most important SLA parameters (Service Level Agreement, Service Level Agreement).
  • Service availability is usually measured as a percentage or in absolute terms (in hours, minutes, seconds) for a certain period of time (month, year).
  • the CRM system creates tasks.
  • the type of generated tasks is determined by the initiation option, the current status of the transaction (or its transition) and the set of tasks already present in the transaction. In fact, the task type determines the set of actions that an employee needs to perform when taking a transaction into work. Postponed tasks can be generated automatically by CRM when the status of an order changes, the client is inactive, or based on other triggers in the system.
  • a special software module automatically determines which employee will be assigned the task of the transaction, taking into account both the type of task and the type and status of the transaction, as well as the ability of the employee to complete these tasks.
  • All tasks in the queue are divided into groups - depending on the stage of the transaction and the task itself. For each group, an SLA is set for the response time. All tasks in the queue are sorted by SLA completion from smallest to largest. For each task, a list of features of the parent transaction is also obtained. The task distribution cycle is carried out until one task is assigned to each employee. First, the software looks for a person on the shift who has already worked with this deal, if there are any, it is assigned to one of them.
  • the parameters for processing service requests and distributing work tasks include data from a service level agreement.
  • the employee data additionally contains a time sheet.
  • the queue of received tasks is visualized in color differentiation based on the ranked match.
  • the system for automated processing and distribution of work tasks for employees when providing services to an external customer (200) contains one or more processors (201) connected by a common information exchange bus, memory means, such as RAM (202) and ROM
  • the processor (201) may be selected from a range of devices currently widely used, for example, manufacturers such as: IntelTM, AMDTM, AppleTM, Samsung Exynos TM, MediaTEKTM, Qualcomm SnapdragonTM, etc. Under the processor or one of the processors used in the system (200), it is also necessary to take into account the graphics processor, for example, NVIDIA GPU with a CUDA-compatible software model, or Graphcore, the type of which is also suitable for full or partial execution of the method, and can also be used to training and application of machine learning models in various information systems.
  • the graphics processor for example, NVIDIA GPU with a CUDA-compatible software model, or Graphcore, the type of which is also suitable for full or partial execution of the method, and can also be used to training and application of machine learning models in various information systems.
  • RAM (202) is a random access memory and is designed to store machine-readable instructions executable by the processor (201) to perform the necessary data logical processing operations.
  • the RAM (202) typically contains the executable instructions of the operating system and associated software components (applications, program modules, etc.). In this case, the RAM (202) may be the available memory of the graphics card or graphics processor.
  • a ROM (203) is one or more persistent storage devices such as a hard disk drive (HDD), a solid state drive (SSD), flash memory (EEPROM, NAND, etc.), optical storage media ( CD-R/RW, DVD-R/RW, BlueRay Disc, MD), etc.
  • I/O interfaces are used to organize the operation of device components (200) and organize the operation of external connected devices.
  • computing device which may be, but is not limited to: PCI, AGP, PS/2, IrDa, FireWire, LPT, COM, SATA, IDE, Lightning, USB (2.0, 3.0, 3.1, micro, mini, type C), TRS /Audio jack (2.5, 3.5, 6.35), HDMI, DVI, VGA, Display Port, RJ45, RS232
  • I/O information for example, a keyboard, a display (monitor), a touch display, a touch pad, a joystick, a mouse manipulator, a light pen, a stylus, a touch panel, trackball, speakers, microphone, augmented reality tools, optical sensors, tablet, indicator lights, projector, camera, biometric identification tools (retina scanner, fingerprint scanner, voice recognition module), etc.
  • a keyboard for example, a keyboard, a display (monitor), a touch display, a touch pad, a joystick, a mouse manipulator, a light pen, a stylus, a touch panel, trackball, speakers, microphone, augmented reality tools, optical sensors, tablet, indicator lights, projector, camera, biometric identification tools (retina scanner, fingerprint scanner, voice recognition module), etc.
  • a keyboard for example, a keyboard, a display (monitor), a touch display, a touch pad, a joystick, a mouse manipulator, a light pen, a stylus, a touch panel
  • the network communication means (206) provides data transmission via an internal or external computer network, for example, an Intranet, the Internet, a LAN, and the like.
  • an Intranet for example, an Intranet, the Internet, a LAN, and the like.
  • one or more means (206) can be used, but not limited to: Ethernet card, GSM modem, GPRS modem, LTE modem, 5G modem, satellite communication module, NFC module, Bluetooth and / or BLE module, Wi-Fi module and others
  • FPGAs programmable logic controllers
  • BMK basic matrix crystals
  • ASICs specialized custom large integrated circuits (LSI), which are significantly more expensive in small-scale and single-piece production. So realization can be achieved by standard means based on the classical principles of implementation of the fundamentals of computer technology.
  • API Chat Queue Control Module
  • Chat requests the expected response time to the client from the module
  • the module gives the response time
  • Personal account displays a chat widget indicating the number of unread messages
  • Incoming calls are by default directed to the telephony widget built into the system
  • Telephony requests the call answer time (API) from the queue management module; zo 3. If an online answer is possible, telephony sends a call to CRM (Interaction 3); 4. If an online response is not possible, information about the call order is sent to CRM;
  • API call answer time
  • CRM When an incoming message arrives, CRM receives information about the incoming message
  • CRM creates a task for answering the chat
  • CRM When taking a task to work, CRM adds an employee to the chat room; 5. The employee responds to the client via the chat widget and completes the work with the client;
  • CRM excludes an employee from the chat room.
  • the same data is supplied from the CPM to the personal account if the manager performs the actions to fill in the information, as well as information about the current status of the transaction.
  • CRM-Time Sheet 1. CRM allows you to view and edit the time sheet, as well as set the wishes of employees according to the schedule for the next month;
  • CRM Queue Management Module CRM informs the management module about the opening of sessions and the timing of tasks.
  • CRM informs the management module about the opening of sessions and the time of tasks.
  • Interaction 10 Report Card-Autographic 1.
  • the report card sends wishes and a list of employees, including planned vacations, to the autograph;
  • CRM transmits to the MIS data on transactions performed
  • the IMS generates deviations and displays them in the CPM.
  • the queue management module informs the MIS of the current tactics
  • the ISU chooses which deviation to generate or not depending on the tactics.
  • ISU receives an autograph about the planned schedule
  • MIS displays this data in the info panel (how many people should have left).
  • the employee calls the queue management module by pressing the "Take to work” button on the main screen of the system;
  • the queue management module determines the transaction that will be taken into work by the employee
  • Tasks can include various activities: a. Communication with the client (answer in the chat, call to the client) - in this case, an adjacent block is initiated - chat or telephony;
  • CRM interactively responds to the actions of the employee - if necessary, additional tasks are created right in the session with the deal; 7. The employee performs all the tasks that he can perform. The remaining tasks are planned for the future;
  • the queue management module determines the order in which transactions are taken into work, both from the point of view of the general queue and from the point of view of the employee.
  • the module also notifies chat and telephony about the current response timeout. Determination of the order of taking tasks into work occurs according to the following algorithm:
  • the current work tactics is selected, which has a color differentiation from green (the queue is completely disassembled within the standard time) to burgundy (the standard time for any group of tasks is not observed).
  • Task groups are grouped by type of initiation (client/system) and by transaction status;
  • a queue is formed, grouped by groups of tasks and transactions, for each transaction a set of features is obtained (a feature in this case is the property of a transaction that determines its specifics and requires certain knowledge and skills to perform transactions on a transaction);
  • the queue is ranked according to the fulfillment of the standard period, from the smallest to the largest;
  • the system goes through a cycle in turn, distributing tasks one by one into personal queues of employees: a. First, employees who have already worked with this deal are selected to work with the deal;
  • CRM requests the median value of the call/chat response time for the last N minutes
  • the system When requesting the response time from telephony or chat, the system returns data from the cache;
  • Scheduled/unscheduled cache flush throws an error and chat/telephony follows a scenario where they don't know the response time.
  • the personal account is available to the client after authorization, provided that he has an unfinished transaction.
  • the client has access to the following functions:
  • the personal account operates according to the algorithm:
  • Chat is a "Chat" widget available both in the personal account to the client and to the employee within the session of working with the deal and the service interacting with the widget.
  • a widget is displayed to the client, in which he can select a room, send files and text messages.
  • chat is available to the employee only within the session and only for the current deal
  • the employee can also send files and text messages.
  • Telephony is a Telephony widget available to an employee within a deal session and a service that interacts with the widget.
  • the client's presence in transactions is determined by the client's phone number
  • a set of items is selected in IVR telephony
  • the client selects the required IVR item; 4. At the time of selecting an item in IVR CRM, it is notified about the client's request and a task is created to respond to the client
  • Telephony queries the queue management module for a response time on request and informs the client of the response time. If the answer time exceeds N minutes, the system will automatically transfer the call to a call order by hanging up and informing the customer that he needs to wait for a call back.
  • An employee in CRM initiates a call to a client in the CRM interface
  • Telephony dials the client's number and transfers the voice stream between CRM and the client (ip-telephony);
  • a telephony widget is displayed that allows you to end the call (hang up).
  • the timesheet stores information about the employee's timesheet. It is a service and widget built into the CRM interface and integrated with an autograph. Work algorithm:
  • the timesheet is integrated with the autograph: a.
  • the time sheet sends the desired shifts and absence data for the next month to the autoschedule

Abstract

La présente invention concerne un procédé et un système de traitement automatisé et de distribution de tâches de travail pour des employés lors de la prestation de services pour un commanditaire externe. Le résultat technique consiste en un traitement rapide et précis et une distribution des tâches de travail pour des employés lors de la prestation de services pour un commanditaire externe. Ce procédé comprend les étapes suivantes: définir des paramètres de traitement de demandes de prestation de services et de distribution de tâches de travail; obtenir, traiter et enrichir avec des informations des demandes de prestation de services depuis des commanditaires externes; ranger les tâches de travail obtenues en fonction des types et générer à partir de celles-ci une file en effectuant un tri selon le temps de réaction à la demande; générer une liste des employés en incluant des données sur les employés caractérisant leurs compétences et la rétrospective de travail avec des tâches d'un type donné; définir un lien réciproque entre les types de tâches de travail et des données sur les employés; déterminer et ranger la correspondance la plus fiable de tâche à effectuer par les employés en tenant compte du temps de réaction à la demande, de la rétrospective de travail avec des tâches d'un type donné et des compétences; répartir cycliquement la file de tâches obtenues pour chacun des employés à partir de la correspondance déterminée et rangée lors de l'étape précédente.
PCT/RU2021/000361 2021-06-23 2021-08-23 Procédé et système de traitement automatisé et de distribution de tâches de travail WO2022271048A1 (fr)

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RU2021118286 2021-06-23
RU2021118286A RU2021118286A (ru) 2021-06-23 Способ и система автоматизированной обработки и распределения рабочих задач для сотрудников при оказании услуг внешнему заказчику

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