JP2000242713A - Business management support system - Google Patents

Abstract

(57) [Summary] [Problem] By making it possible to grasp the update history of report data such as business daily reports, it is possible to easily grasp the history of each project, and to send and receive work request documents etc. through a network. When making a work request, the progress of the requested work is easily managed by grasping the transfer history of the work request form. A business management support system (10) constructs a network by connecting an administrator server (1) and terminal servers (21) to (27) via a LAN or a telephone line.
Provides a business daily report document on the network for recording information data such as business reports according to a predetermined format,
The business daily report data input according to the business daily report report is accumulated, and the terminal servers 21 to 27 update the business daily report according to the business daily report document periodically or whenever a case to be reported occurs. Then, the management server 1 displays the update history of the information data in response to a request from the user of the network.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a system for supporting business processes such as business daily reports and work requests using computers interconnected by a network, and a computer-readable recording medium on which a support program is recorded. .

[0002]

2. Description of the Related Art In recent years, applications have been developed which support business processes such as business daily reports and work requests using a network constructed by interconnecting personal computers via a LAN or telephone line. here,
The business daily report is, for example, for registering and managing daily activities of a salesperson as a daily report. In addition, a work request means that the work requester requests the worker in charge of the work with a document, and inputs the work name, the work deadline, the person in charge of the request, the work content, etc., and notifies the worker in charge. is there.

[0003] As a conventional program for managing a daily business report, a report in which a plurality of business persons record the name of a company to be visited, the name of a department, the name of a person in charge, the business progress, etc., by individual registration method (format) In some cases, document data is created and transmitted via a network. In this conventional business daily report management program, sales activities have progressed,
When reporting the progress, the business operator updates the report data by overwriting new data.

As a conventional work request program, there is a work request program in which a requester transmits a request to a worker in charge via a network to request a work.

[0005]

However, the conventional business daily report software described above overwrites and updates the report data every time the business situation changes, so the report data contents before the overwriting are updated. Therefore, there is a problem that the manager cannot grasp only the final state of each case, and cannot grasp the circumstances of the business case.

On the other hand, in the work request software, for example, when a person who receives a request re-requests another person, the original requester cannot grasp the person who has received the re-request, and smooth business management is sufficiently performed. There was a problem that it could not be done.

Accordingly, the present invention has been made in view of the above circumstances, and an object of the present invention is to make it possible to grasp the history of report data such as a daily business report, thereby facilitating the history of each case. It is an object of the present invention to provide a business management support system and a computer-readable recording medium on which a support program is recorded.

Another object of the present invention is to facilitate the progress of the requested work by grasping the transfer history of the work request when transmitting / receiving a work request or the like through a network and requesting the work. An object of the present invention is to provide a business management support system that can be managed and a computer-readable recording medium that stores a support program.

[0009]

In order to achieve the above object, an invention according to claim 1 of the present application is a business management support system constructed by connecting a management server and a terminal server via a network, The management server provides fixed format data on the network for recording information data such as a business report according to a predetermined format, accumulates information data input according to the fixed format data, and the terminal server According to the fixed-form data, the information data is updated regularly or whenever a case to be reported occurs, and the management server updates the information before being updated each time the information data is updated. The updated information data is additionally recorded while leaving the data, and the update history of the information data is displayed according to the request of the user of the network.

[0010] According to the first aspect of the present invention,
Since the information data of the business report such as the business daily report can be browsed together with the update history, for example, the business manager or the like can grasp the details of each case described in the business daily report. In addition, since this information data is recorded in accordance with a unified predetermined format, data management can be performed easily, and the contents of the data can be easily browsed.

According to a second aspect of the present invention, there is provided the business management support system according to the first aspect, wherein whether the fixed form data corresponds to a plurality of predetermined check items is determined by ON or OFF. Has an input area for input,
The management server checks whether the check item is ON or OFF.
Based on F, the information data is searched, and only necessary information data is extracted and displayed.

According to the second aspect of the present invention,
Since the contents of the information data can be classified according to the check items according to the check items, search and extraction when browsing the information data can be made easy and reliable.

[0013] The invention according to claim 3 is the business management support system according to claim 2, wherein the input data by the check item is input data before being added each time the information data is updated. , And the information data is searchable retroactively to the information data before being updated.

According to the third aspect of the present invention, the search and the extraction based on the check items described above can be performed over the past information data, so that it is possible to easily grasp the history of the case relating to the business report.

According to a fourth aspect of the present invention, there is provided a computer-readable recording medium storing a business management support program constructed by connecting a management server and a terminal server via a network, wherein the storage medium is connected to the management server. Obtaining fixed form data for recording information data such as a business report according to a predetermined format, and, according to the fixed form data, periodically or whenever a case to be reported occurs, the information data is Inputting, storing the input information data in the management server,
Each time the information data is updated, a step of additionally recording the updated information data while leaving the information data before the update, and updating the update history of the information data according to a request of a user of the network. And displaying.

According to a fifth aspect of the present invention, there is provided a computer readable recording medium having recorded thereon the business management support program according to the fourth aspect, wherein the fixed form data corresponds to a plurality of predetermined check items. O whether to do
A step of searching for the information data based on ON or OFF of the check item, and extracting and displaying only necessary information data. It has.

According to a sixth aspect of the present invention, there is provided a computer readable recording medium having recorded thereon the business management support program according to the fifth aspect, wherein the input data by the check item is updated every time the information data is updated. And a step of additionally recording while leaving the input data before being added, and a step of searching for the information data retroactively to the information data before being updated.

According to the inventions according to the fourth to sixth aspects, it is easy to store, transport, and execute a useful program capable of easily and quickly performing processes such as creation, search, and browsing of business reports. Can be done.

The invention according to claim 7 is constructed by connecting a management server and a plurality of terminal servers via a network,
A business management support system for transmitting and receiving a work request between the plurality of terminal servers via the management server, wherein the management server records a transfer history of the work request between the terminal servers, The transfer history can be browsed from the network.

According to the seventh aspect of the invention,
By browsing the transfer history of the work request form, the original requester can grasp the re-requester and ultimately the person in charge of performing the work, and can grasp the progress status of the entire work In addition, business management can be made smooth.

The invention according to claim 8 is constructed by connecting a management server and a plurality of terminal servers via a network,
A computer-readable recording medium storing a business management support program for transmitting / receiving a work request form between the plurality of terminal servers via the management server, wherein the work request form is transmitted and received between the terminal servers. Recording the transmission / reception history data every time the data is transmitted, and displaying the history data in response to a request from the network.

According to the invention according to claim 8,
It is possible to easily save, transport, and execute a useful program that can facilitate business management.

[0023]

DESCRIPTION OF THE PREFERRED EMBODIMENTS [Sales management support system]
A preferred embodiment of the present invention will be described in detail. FIG.
Is a sales management support system 10 used in the present embodiment.
It shows. The sales support system 10 includes an administrator server 1 and terminal servers 21 to 27, and a daily business report management program is installed in each of the servers 1 and 2.

In FIG. 1, an administrator server 1 is, for example, a personal computer used by an administrator of a sales department, and a database 11 used by each program is stored in the administrator server 1. .

On the other hand, the terminal servers 21 to 27 are used by a plurality of sales persons, respectively, and are managed by a dedicated line 3 such as a LAN, a telephone line 4 or a mobile telephone line 5 such as a mobile phone. Connected to the server 1 for use. Then, when each program described below is executed to update various data, it is necessary to access the database 11 stored in the server 1 for the administrator.

[Business Daily Report Management Program] (Operation Procedure) This business daily report management program is for registering and managing the daily activities of the salesperson as a daily report, and every time a salesperson generates a sales activity. , The daily business report data is updated. FIG. 2 is a flowchart illustrating an operation procedure of the business daily report management program 100 according to the present embodiment.

As shown in the figure, the terminal servers 21 to 27
When the program is started at (S101), the program is connected to the administrator server 1 via a line and the database 11
Is accessed. Then, the business daily report document is opened by calling the data from the database 11 (S
102). Then, on the business daily report input screen, visit date,
A business report and a business status (state) are input (S103).

Then, it is determined whether the input has been completed (S
104). If the input is to be continued, the new business report button is pressed (S105), the database 11 is accessed again, and the input is continued. If it is determined in step S104 that the input is to be terminated, the program is terminated (S106).

(Operation on Input Screen) Step S
The input to the business daily report document in 103 is performed on an input screen displayed on the display 1a or 2a of each server 1 or 21 to 27. FIG. 3 shows the input screen 6 in the present embodiment.

In the figure, an input screen 6 includes an area 61 for inputting a business case name, an area 62 for inputting a business visit date, an area 63 for reporting business details, and a business status (state). Area 64 and areas 65a to 65f for displaying past business reports and work reports such as status.
And an area 68 for inputting a company name and a department name to be visited,
And an area 69 for inputting a department name and a person in charge of the visiting department.

The input screen 6 is operated by a GUI. By operating a pointer 7 with a mouse or the like, an input area is designated, and a character is input by using an input device such as a keyboard, a mouse or a numeric keypad.・ Enter symbols.

In particular, the area 64 for reporting business conditions
, A check unit 70 on a rectangle on which a check is displayed by clicking with a mouse or the like is arranged.
The check unit 70 displays items that roughly classify the contents of the business report described in the area 63. This category includes, for example, problems, competitive information,
Homework, needs, project information, quote requests, personnel requests, quote submissions, announcements, orders received, lapses, invoiced, etc.

The work report areas 66a to 66f display past histories described in the business report area 63 and the status report area 64. The work report areas 66a to 66f display business reports and the business status ( Areas 67a to 67 for displaying check items for general classification of (state)
67f. Work report area 66a-66
As for f, an area is added every time the business daily report document is updated.

The daily business report management program includes:
For example, information on the company or visiting department to which the salesperson visits is also registered.

The company / visited department document is data describing information on a company as a customer and a department visited by a salesperson. Company information includes, for example, company name, founding date, head office location, capital, business description, executive composition,
Includes information on major shareholders, trading banks, etc. Also,
The visiting department information includes information on the name of the visiting department, the location, the opportunity to visit, the designation of the person in charge, the telephone / fax number, and the like. Note that the data on the person in charge of the visiting department is transferred to the person information history described later.

The daily business report document is data for inputting daily activities of a salesperson. The items to be entered in the business daily report document include, for example, a case name, a visit date, a business activity report, and a business status. The business information registered in the business daily report document is automatically transferred to a work report (history) described later.

(Search Function) The business daily report registered by the business daily report management program can be browsed and searched in the manager server 1 or the terminal servers 21 to 27. For example, when browsing the business daily report on the manager server 1, a business daily report document registered in the database 11 is called. At this time, only the title of the case is displayed as an index, and the contents of each case are displayed by selecting the title in the index.

At the time of displaying such an index, only a necessary matter can be extracted and displayed by using a search function. For example, a search can be performed using the name of a sales person, or a company name, a department name, or a person in charge at a visiting location. It can also be extracted based on the contents of the business report.

More specifically, a search is performed using the item checked by the check unit 70 as a keyword. For example, when extracting a case for which an estimate is requested, the estimation request check unit 70 searches and extracts the checked case. At this time, work report area 6
By including 6 in the search range, the past history can be extracted retroactively. As a result, for example, even in the case where the business situation is further progressing, it is possible to extract a case where there is a history of requests for estimation in the past.

(Operation and Effect) According to such a business daily report management program, the business daily report by a plurality of sales personnel is registered in a unified format, so that the management of the entire sales department can be facilitated. Can be. Further, since the history of the business status remains, the manager can grasp the progress status and the history of the business, and can grasp the activity of the salesperson in more detail.

[Work Request Program] Next, a work request program used in this embodiment will be described. This work request is made by the work request document transmitted and received on the business management support system 10 described above. This work request document is stored in the database 1 of the server 1 for the administrator.
1 and can be called up by accessing the administrator server 1 from the terminal servers 21 to 27.

(Operation Procedure) The work request program according to the present embodiment is used when a work requester requests work with a document to a worker, and the work name, work deadline, requester, This is for inputting the contents of the work and notifying the worker in charge. FIG. 4 is a flowchart illustrating an operation procedure of the work request program 200 according to the present embodiment. Here, the original requester (terminal server 2)
The first requested user (the user of the terminal server 26) receives the contents requested by the second requested user (the terminal server 2)
3 is re-requested and the secondary requestee completes the work.

As shown in the figure, when the work request program is started in, for example, the terminal server 21 used by the original requester (S201), the work request program accesses the manager server 1 and opens the work request document. (S202). The original client requests the subject, deadline,
Enter the name of the requester, the name of the person in charge, and the contents of the request (S20
3).

After this input is completed, the request process is started (S204). In this request processing, specifically, the created work request document is registered in the server 1 for the administrator, and a comment mail requesting the work is transmitted to the terminal server 26 of the primary requestee.

In the terminal server 26 of the primary requestee who has received the comment mail, the work request program is started (S205), the server 1 for the administrator is accessed, the work request document is opened (S206), and the secondary requester is opened. The requester is requested to input whether to make a re-request (S207). When requesting a re-request from the secondary requestee, the subject of the work to be re-requested, the deadline, the name of the requester, the name of the person in charge, the contents of the request, etc. are entered in the work request document (S208), and the re-request processing is performed. Execute (S209).

In the re-request processing, specifically, the created work request document is registered in the manager server 1 and
A comment mail requesting a re-request is sent to the terminal server 23 of the secondary requestee.

In the terminal server 23 of the secondary requestee who has received the comment mail of the re-request, the work request program is started (S210), the server 1 for the administrator is accessed, and the work request document is opened (S211). ). The process of requesting the re-request (steps S207 to S209) is also performed in the terminal server 23 of the secondary requestee. In this case, the secondary requestee is the person in charge of the work. Therefore, description of the re-request processing performed on the terminal server 23 is omitted.

Then, the person in charge who completed the requested work (second requestee) performs work completion processing (S21).
2). Specifically, the server 1 accesses the administrator server 1, registers the completion of the work in the work request document, and transmits a comment mail to that effect to the primary requestee. The primary requestee who has received this comment mail further transfers the work request document to the original requester, notifies that the work has been completed (S213), and ends a series of work request documents (S21).
4). In the above-described step S207, if the primary requestee does not request a re-request and chooses to be in charge of the work, after the work is completed, the step S207 is performed.
213 is performed.

(Input of Work Request Document) This work request document is for filling in items necessary for a work request in accordance with a predetermined format. FIG. 5 shows a work request document input screen 80 displayed on the display 2a of each server 1 or 21 to 27.

In the figure, an input screen 80 includes an area 81 for inputting a subject of a requested job, a deadline, a requester, a person in charge of an operation, etc.
2 and an area 83 for inputting a report that the work has been completed. The work request content input to the area 82 includes, for example, "Please create a quotation."
Specific work contents are instructed by text or the like. The work completion report input to the area 83 includes, for example, the fact that the person in charge of the work has completed the work and also describes the work completion status and the like in text and the like.

(Work List View) The work request document can be browsed by the work browse view.
The work list view displays, as an index, the work being requested (viewed by the person in charge) viewed from the client side and documents related to the completed work. FIGS. 6A and 6B show a state in which the work browsing view is displayed on the display 2a.

As shown in FIGS. 5A and 5B, the work browsing view includes, for the work in progress, the title of the work such as “Request for quote”, the progress of the work, the person in charge of the work,
A list of the deadlines and the like is displayed, and the title, status, work requester, work completion date, etc. of the completed matter are displayed. In the present embodiment, this index is represented by a symbol such as an icon in addition to characters.

By designating the title displayed in the index by clicking with a mouse or the like, a work request document relating to an arbitrary work can be opened. Specifically, when using this work browsing view, first, the administrator server 1 or the terminal servers 21 to 2
7 accesses the database 11 of the administrator server 1 and opens the work browsing view. At this time, it is possible to select whether to open the requested (working) document or to open the completed document. Further, when displaying the index, for example, only a specific matter can be extracted and displayed by using a person in charge, a deadline, or the like as a keyword.

As described above, the work request document opened from the work list view includes, as described above, the primary requester and the secondary requester (person in charge) of the work, the final deadline date, the contents of the request, and the like. Is described, the original client can know the person in charge who ultimately performed the work, and the original client and the primary client can Work progress and completed work can be easily grasped.

[Computer-Readable Recording Medium Recording Sales Management Support Program] The program described above can be an application expressed in a predetermined computer language. The application may be, for example, one related to a well-known OS or a dedicated OS, or one not related.
If the OS is responsible for part of the functions of the program of the present invention, the present invention is included in the present invention.

Then, this software can be used as a magnetic recording medium 91 such as a floppy disk as shown in FIG.
Optical discs 92 such as CD-R, CD-RW, DVD, etc., R
It can be recorded on a computer-readable recording medium such as an AM card 93 and a cassette tape 94. Note that the computer-readable recording medium includes the administrator server 1 and the hard disks of the terminal servers 21 to 27.

According to the recording media 91 to 94, storage, transportation, and execution of the business management support program can be easily performed.

[0058]

As described above, according to the business management support system and the computer-readable recording medium on which the support program is recorded according to the present invention, the update history of report data such as a daily business report can be grasped. This makes it possible to easily understand the history of each case.

Further, according to the work management support system and the computer-readable recording medium storing the support program of the present invention, when a work request is transmitted and received over a network and a work request is made, the work request By grasping the transfer history, the progress of the requested work can be easily managed.

[Brief description of the drawings]

FIG. 1 is a schematic diagram showing the overall configuration of a business management support system according to an embodiment of the present invention.

FIG. 2 is a flowchart illustrating an operation procedure of a business daily report management program according to the embodiment.

FIG. 3 is an explanatory diagram showing an input screen for creating a business daily report document in the embodiment of the present invention.

FIG. 4 is a flowchart illustrating an operation procedure of a work request program according to the embodiment.

FIG. 5 is an explanatory diagram showing an input screen for creating a work request document in the embodiment of the present invention.

FIG. 6 is an explanatory diagram showing a state in which a work list view in the present embodiment is displayed on a display.

FIG. 7 is an explanatory diagram showing a computer-readable recording medium on which a business management support program used in the embodiment is recorded.

[Explanation of symbols]

1 ... Administrator server, 1a, 2a ... Display, 3 ...
LAN, 4 telephone line, 5 mobile telephone line, 11 database, 21-27 terminal server

Claims (8)

[Claims] 1. A business management support system constructed by connecting a management server and a terminal server via a network, wherein the management server is for recording information data such as a business report in a predetermined format. Providing the fixed form data on the network, accumulating information data input according to the fixed form data, the terminal server, according to the fixed form data, periodically or whenever a case to be reported occurs, The management server updates information data, and every time the information data is updated, the management server additionally records the updated information data while leaving the information data before the update, and requests the network user A business management support system characterized in that an update history of information data is displayed according to the information. 2. The business management support system according to claim 1, wherein the fixed form data has an input area for inputting, by ON or OFF, whether or not the data corresponds to a plurality of predetermined check items. The management server has a function of retrieving the information data based on ON or OFF of the check item, and extracting and displaying only necessary information data. 3. The business management support system according to claim 2, wherein the input data according to the check item is additionally recorded while leaving the input data before being added every time the information data is updated. A business management support system, wherein the information data is searchable retroactively to the information data before being updated. 4. A computer-readable recording medium storing a business management support program constructed by connecting a management server and a terminal server via a network, wherein the computer-readable recording medium is connected to the management server to perform business reports and the like. Obtaining fixed format data for recording the information data according to a predetermined format; inputting the information data according to the fixed format data periodically or every time a case to be reported occurs; Accumulating the updated information data in a management server; and, whenever the information data is updated, additionally recording the updated information data while leaving the information data before being updated. Displaying an update history of information data in response to a user request. A computer-readable recording medium beam. 5. A computer-readable recording medium on which the business management support program according to claim 4 is recorded, wherein it is determined whether or not the fixed format data corresponds to a plurality of predetermined check items. Alternatively, the business management support program has an input area for inputting by turning OFF.
A computer-readable recording medium having recorded thereon a business management support program, comprising a step of searching the information data based on N or OFF, and extracting and displaying only necessary information data. 6. A computer-readable recording medium on which the business management support program according to claim 5 is recorded, wherein input data according to the check item is added before the information data is updated each time the information data is updated. Computer-readable recording on which a business management support program is recorded, comprising: a step of additionally recording while leaving input data of the above; and a step of searching for the information data retroactively to the information data before being updated. Medium. 7. A business management support system constructed by connecting a management server and a plurality of terminal servers via a network, and transmitting and receiving a work request form between the plurality of terminal servers via the management server. The business management support system, wherein the management server records a transfer history of the work request form between the terminal servers, and the transfer history can be browsed on the network. 8. A business management support program which is constructed by connecting a management server and a plurality of terminal servers via a network and transmits and receives a work request form between the plurality of terminal servers via the management server. A computer-readable recording medium, wherein each time the work request form is transmitted / received between the terminal servers, a step of recording history data of the transmission / reception, and, in response to a request from the network, the history Displaying the data. A computer-readable storage medium storing a business management support program.