JP7220695B2 - Activity management system and method - Google Patents

Description

The present invention relates to an activity management system and method for visualizing business activities and performing quantitative execution management.

In general, as an activity management system that analyzes work and analyzes production efficiency, VQCD information (Quality, Cost, Delivery date) plus the results and goals of quantitative elements Volume (sales, order volume, development volume) ) is collected in real time, the collected data is aggregated on the hierarchical axis and the time axis, events can be traced from the measurement data and recorded data in the database, and the PDCA cycle (planning A project that creates a hierarchy of methods for continuously improving and optimizing the process by repeating the four-step activity of (Plan) - Execution (Do) - Evaluation (Check) - Improvement (Act) A management system is known (see Patent Document 1, for example).

In addition, as a system to support sales, after entering multiple sales information with different attributes, including whether or not each negotiation has been concluded, from the PC and registering it in the negotiation management database, the analytical conditions for using the business information are input from the PC. , based on the input analysis conditions, the sales operation management server analyzes the sales information registered in the negotiation management database by product, customer, region, or a combination of these ) is aggregated to generate sales analysis result information for evaluating sales activities, and the generated sales analysis result information is transmitted to a PC and displayed (see, for example, Patent Document 2 ).

JP 2016-62342 A Japanese Patent Application Laid-Open No. 2006-277470

However, the above-described conventional project management system has a problem that it is not sufficient to determine the costs for the business tasks of the business. In addition, in the above-mentioned conventional sales support system, focusing on the movement of already-delivered products accompanying sales activities, analysis of trends in overall sales negotiations and lost sales negotiations is conducted, and each organizational level (company-wide, branch offices, etc.) , section, sales) can formulate a sales strategy, but there is a problem that it is difficult to visualize cost performance by linking personnel and operations.

The present invention has been made to solve the above-mentioned problems, and with a simple configuration, it visualizes business activities, performs quantitative execution management, improves productivity and cost performance, and visualizes and quantifies business activities. The object of the present invention is to provide an activity management system and its method capable of one-stop management of activities, analysis and planning.

The activity management system according to claim 1 of the present invention extracts essential stages that constitute a business, extracts business tasks to be performed in the extracted stages, analyzes the extracted business tasks, Or an activity management system that analyzes the production efficiency of at least one of the organizations, extracts the stages that are considered essential by the manager, and extracts the business tasks that should be performed at the extracted stages. , among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. Then, for the required business task, a model is calculated and modeled, and based on the modeled business task, the cost for the stage related to this business task is calculated, and whether it is profitable or not. A budget value is derived based on the previous results and the calculated model, and the budget for the business task for which the time and number of cases are set When the business tasks are carried out by the personnel based on the planed budget and the activity planning department that plans, the work information that the personnel performed, the negotiation information that the personnel negotiated with the customer, and the result information of the negotiations. is input and recorded in the activity negotiation result information recording section, the budget of the business task planned by the activity planning section, and the work information, negotiation information, and result information of the personnel recorded in the activity negotiation result information recording section. and a business task analysis unit that analyzes the business task based on the above.

In the activity management system according to claim 1 of the present invention, essential stages that constitute a business are extracted, business tasks to be performed in the extracted stages are extracted, the extracted business tasks are analyzed, and any individual Or an activity management system that analyzes the production efficiency of at least one of the organizations, extracts the stages that are considered essential by the manager, and extracts the business tasks that should be performed at the extracted stages. , among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. Then, for the required business task, a model is calculated and modeled, and based on the modeled business task, the cost for the stage related to this business task is calculated, and whether it is profitable or not. A budget value is derived based on the previous results and the calculated model, and the budget for the business task for which the time and number of cases are set When the business tasks are carried out by the personnel based on the planed budget and the activity planning department that plans, the work information that the personnel performed, the negotiation information that the personnel negotiated with the customer, and the result information of the negotiations. is input and recorded in the activity negotiation result information recording section, the budget of the business task planned by the activity planning section, and the work information, negotiation information, and result information of the personnel recorded in the activity negotiation result information recording section. By providing a business task analysis unit that analyzes business tasks based on the above, for business tasks classified as necessary by the administrator, when the time required for the business tasks and the number of cases are set, profitability can be achieved. The business task classified as necessary is modeled in the propriety determination unit, and the profitability is determined by calculating the cost for the stage related to the business task. In the activity planning section, a budget is planned based on the previous results and the calculated model for business tasks determined to be profitable. In the activity negotiation result information recording unit, the work information performed by the staff, the negotiation information that the staff negotiated with the customer, and the result information of the negotiation are input and recorded. Then, the business task analysis section analyzes the business task based on the budget planned by the activity planning section and the work information, negotiation information, and result information of the personnel recorded in the activity negotiation result information recording section. . Therefore, it is possible to improve the accuracy of analysis, perform detailed analysis, visualize business activities, perform quantitative execution management, and improve productivity and cost performance.

In addition, the activity management system according to claim 2 of the present invention extracts essential stages that constitute a business, extracts business tasks to be performed in the extracted stages, analyzes the extracted business tasks, It is an activity management system that analyzes the production efficiency of at least one of the individuals and organizations of the company, extracts the stages that are considered essential by the manager, and determines the business tasks that should be performed at the extracted stages. Among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. Then, a budgeting unit that calculates and budgets the budget according to the set time and number of tasks, and for the business task classified as necessary, the time and number of tasks required for this business task are set. , a modeling unit that calculates and models a model according to the set time and number of cases, and a cost calculation unit that calculates the cost of the stage related to the business task based on the modeled business task. , Regarding the cost for the stage calculated by the cost calculation unit, the administrator determines whether it is profitable or not, and for the stage determined by the administrator to be profitable, a model is set and applied as a planned value A planned value application unit, a budget planning unit that derives budget values based on previous results and calculated models, plans budgets for business tasks with set times and numbers, and a project based on this model. An activity information input unit that records operational information by associating the work log of the employee and the customer negotiation record of the employee from the electronic calendar and inputting it into the database, and the database of the performance-related information of the employee who conducts the business based on this model. The activity result-related information input section that records the result information by inputting into the a business task analysis unit that analyzes the business task based on the recorded result information, analyzes the business task that constitutes the business, and improves the production efficiency of at least one of any individual or organization. It is characterized by analyzing.

In the activity management system according to claim 2 of the present invention, the essential stages that constitute the business are extracted, the business tasks to be performed in the extracted stages are extracted, the extracted business tasks are analyzed, and any individual Or an activity management system that analyzes the production efficiency of at least one of the organizations, extracts the stages that are considered essential by the manager, and extracts the business tasks that should be performed at the extracted stages. , among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for the business task and the number of cases are set. a budgeting unit that calculates and budgets a budget according to the set time and number of items; A modeling unit that calculates and models a model according to the set time and number of cases, a cost calculation unit that calculates the cost for the stage related to the business task based on the modeled business task, and a cost Regarding the cost for the stage calculated by the calculation part, the manager determines whether it is profitable or not, and for the stage determined by the manager to be profitable, the model is set and the planned value is applied as the planned value An application department, a budget planning department that derives budget values based on previous results and calculated models, and plans budgets for business tasks with set times and numbers, and personnel that carry out projects based on this model. The activity information input unit records the operation information by associating the work log and the customer negotiation record of the personnel from the electronic calendar and inputs it into the database, and the performance-related information of the personnel who conducts business based on this model is input into the database. and the activity result-related information input section that records the result information, the budget for the work tasks planned by the budget planning section, the personnel operation information recorded in the activity information input section, and the activity result-related information input section that records a business task analysis unit that analyzes business tasks based on the obtained result information, analyzes the business tasks that constitute the business, and analyzes the production efficiency of at least one of an arbitrary individual or organization As a result, when the administrator sets the time required for the business task and the number of cases for the business task classified as necessary, the budgeting unit, the modeling unit, and the cost calculation unit Model the classified business tasks and calculate the costs for the stages related to the business tasks to determine whether or not they are profitable. is determined. A budget is planned by the planned value applying section and the budget planning section based on the previous results and the calculated model for the business task determined to be profitable. The activity information input section and the activity result related information input section input and record work information performed by the staff, negotiation information negotiated with the customer by the staff, and result information of the negotiation. Then, the business task analysis section analyzes the business task based on the planned budget, the recorded work information of the personnel, the negotiation information, and the result information. Therefore, it is possible to further improve the accuracy of analysis and perform more detailed analysis.

Further, in the activity management system according to the present invention, the business task analysis unit calculates the ratio of necessary and unnecessary business tasks among the business tasks classified as necessary and unnecessary by the administrator. a percentage calculation unit; an operation time analysis unit that derives the operation time of at least one of an arbitrary individual or organization based on information input to the activity information input unit; and at least one of an arbitrary individual or organization Among the business tasks performed on the one hand, the business task progress rate analysis part that derives the progress rate of the business tasks classified as necessary, and at least one of the business tasks performed by any individual or organization A business task completion number analysis unit that derives the number of completions of the classified business tasks; Of the business tasks performed by at least one of the business task case information analysis unit that determines whether it is easy to improve and efficiently derives the case information of business tasks that are likely to be successful, and an arbitrary individual or organization, At least one of a business task production efficiency analysis unit that analyzes the production efficiency of business tasks classified as necessary, and at the time of analysis, the necessary/unnecessary business task ratio calculation unit, the operating time analysis unit, and the business task progress It is preferable to perform the analysis based on at least one of the rate analysis unit, the business task completion number analysis unit, the business task case information analysis unit, and the business task production efficiency analysis unit. With such a configuration, it is possible to perform multifaceted and diverse analyses.

The activity management method according to claim 4 of the present invention extracts essential stages that constitute a business, extracts business tasks to be performed in the extracted stages, analyzes the extracted business tasks, Or an activity management method that analyzes the production efficiency of at least one of the organizations, extracting the stages that constitute the business and are considered essential by the manager, and extracting the business tasks that should be performed at the extracted stages , among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. For the first step and the required business task, a model is calculated and modeled, and based on the modeled business task, the cost of the stage related to this business task is calculated and is profitable. A second step of judging whether or not the business task is profitable, and for the business task determined to be profitable, the budget value is derived based on the previous performance and the calculated model, and the time and number of business tasks are set. When the third step of planning the budget of the budget and the work of the business task is performed by the personnel based on the planned budget, the work information that the personnel performed, the negotiation information that the personnel negotiated with the customer, and the negotiation information are obtained. Based on the fourth step in which performance information is input and recorded, the budget of the work task planned in the third step, and the work information, negotiation information, and performance information of the personnel recorded in the fourth step and a fifth step of analyzing the business task.

In the activity management method according to claim 4 of the present invention, the essential stages constituting the business are extracted, the business tasks to be performed in the extracted stages are extracted, the extracted business tasks are analyzed, and any individual Or an activity management method that analyzes the production efficiency of at least one of the organizations, extracting the stages that constitute the business and are considered essential by the manager, and extracting the business tasks that should be performed at the extracted stages , among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. For the first step and the required business task, a model is calculated and modeled, and based on the modeled business task, the cost of the stage related to this business task is calculated and is profitable. A second step of judging whether or not the business task is profitable, and for the business task determined to be profitable, the budget value is derived based on the previous performance and the calculated model, and the time and number of business tasks are set. When the third step of planning the budget of the budget and the work of the business task is performed by the personnel based on the planned budget, the work information that the personnel performed, the negotiation information that the personnel negotiated with the customer, and the negotiation information are obtained. Based on the fourth step in which performance information is input and recorded, the budget of the work task planned in the third step, and the work information, negotiation information, and performance information of the personnel recorded in the fourth step and a fifth step of analyzing the business task, the time required for the business task and the number of business tasks classified as necessary by the administrator in the first step are calculated. Once set, in the second step, the business task classified as necessary is modeled, the cost is calculated for the stage related to the business task, and profitability is determined. In a third step, budgets are planned using previous performance and calculated models for business tasks determined to be profitable. In the fourth step, when the work task is performed by the staff based on the planned budget, the work information performed by the staff, the negotiation information negotiated with the customer by the staff, and the result information of the negotiation are entered. and recorded. Then, in the fifth step, the business task is analyzed based on the business task budget planned in the third step and the personnel work information, negotiation information, and result information recorded in the fourth step. done. Therefore, it is possible to improve the accuracy of analysis, perform detailed analysis, visualize business activities, perform quantitative execution management, and improve productivity and cost performance.

In addition, the activity management method according to claim 5 of the present invention extracts essential stages that constitute a business, extracts business tasks to be performed in the extracted stages, analyzes the extracted business tasks, An activity management method that analyzes the production efficiency of at least one of the individuals or organizations in which the manager extracts the stages that constitute the business and are considered essential, and the business tasks that should be performed at the extracted stages These extracted business tasks are classified as necessary or unnecessary by the administrator, and out of the business tasks classified as necessary, the time required for this business task and the number of cases are set. a second step of calculating and budgeting the budget according to the time and number of cases set in the first step by the budgeting unit; and a second step of budgeting by the modeling unit in the first step When the time required for the business task and the number of cases are set for the business task classified as necessary, a model is calculated according to the set time and the number of cases, and a third step of modeling; a fourth step of calculating the cost of the stage related to the business task based on the business task modeled in the third step by the calculation unit; A fifth step of setting a model and applying it as a plan value for the stage at which the manager determines whether or not the cost is profitable, and the budget planning department A sixth step of deriving a budget value based on the previous performance and the calculated model and planning a budget for the business task with the set time and number; A seventh step of associating the work logs of the personnel who conduct business based on the model with the customer negotiation records of the personnel from the electronic calendar and inputting them into the database to record the operation information; The eighth step of entering the results-related information of the personnel who conduct the business based on the model applied in step 5 into the database and recording the result information, and the work planned by the budget planning department by the work task analysis department a ninth step of analyzing the business task based on the task budget, the personnel operation information recorded in the activity information input section, and the result information recorded in the activity result related information input section; It is characterized by

In the activity management method according to claim 5 of the present invention, essential stages constituting a business are extracted, business tasks to be performed in the extracted stages are extracted, the extracted business tasks are analyzed, and any individual Or an activity management method that analyzes the production efficiency of at least one of the organizations, extracting the stages that constitute the business and are considered essential by the manager, and extracting the business tasks that should be performed at the extracted stages , among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. a first step, a second step in which the budgeting unit calculates a budget according to the time and number of items set in the first step, and budgets, and a modeling unit necessary in the first step a third step of calculating a model according to the set time and the number of cases when the time required for the classified business tasks and the number of cases are set for the classified business tasks, and a cost calculation unit; Based on the business task modeled in the third step, a fourth step of calculating the cost of the stage related to this business task, and the cost of the stage calculated in the fourth step by the planned value application unit is determined by the manager as to whether or not it is profitable, and for the stage determined to be profitable by the manager, the fifth step is to set a model and apply it as a plan value, and the budget planning department determines the previous A sixth step of deriving a budget value based on the actual results and the calculated model, and planning a budget for the business task with the set time and number, and the model applied in the fifth step by the activity information input unit. A seventh step of associating the work log of the personnel who conducts business based on the electronic calendar with the customer negotiation record of the personnel and entering it into the database to record the operation information; The eighth step of inputting the performance-related information of the personnel who conduct the business based on the model applied in the step into the database and recording the performance information; a ninth step of analyzing the business task based on the budget, the personnel operation information recorded in the activity information input section, and the result information recorded in the activity result related information input section; By doing so, first, in the first step, for the business task classified as necessary by the administrator, Required time and number of cases are set. In the second to fourth steps, the business tasks classified as necessary are modeled by the budgeting section, the modeling section, and the cost calculation section, and the costs are calculated for the stages related to the business tasks to achieve profitability. A determination is made as to whether or not it is acceptable. In the fifth and sixth steps, the planned value applying section and the budget planning section plan the budget based on the previous results and the calculated model for the business task determined to be profitable. In the seventh and eighth steps, the activity information input unit and the activity result-related information input unit associate the work log of the employee, the customer negotiation record of the employee, and the result-related information of the employee, and record them as operation information. . Then, in the ninth step, the business task analysis unit analyzes the business task based on the planned budget, the recorded work information of the personnel, the negotiation information, and the result information. Therefore, it is possible to further improve the accuracy of analysis and perform more detailed analysis.

In the activity management system according to claim 1 of the present invention, essential stages that constitute a business are extracted, business tasks to be performed in the extracted stages are extracted, the extracted business tasks are analyzed, and any individual Or an activity management system that analyzes the production efficiency of at least one of the organizations, extracts the stages that are considered essential by the manager, and extracts the business tasks that should be performed at the extracted stages. , among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. Then, for the required business task, a model is calculated and modeled, and based on the modeled business task, the cost for the stage related to this business task is calculated, and whether it is profitable or not. A budget value is derived based on the previous results and the calculated model, and the budget for the business task for which the time and number of cases are set When the business tasks are carried out by the personnel based on the planed budget and the activity planning department that plans, the work information that the personnel performed, the negotiation information that the personnel negotiated with the customer, and the result information of the negotiations. is input and recorded in the activity negotiation result information recording section, the budget of the business task planned by the activity planning section, and the work information, negotiation information, and result information of the personnel recorded in the activity negotiation result information recording section. By providing a business task analysis unit that analyzes business tasks based on the above, it is possible to visualize business activities and perform quantitative execution management, thereby improving productivity and cost performance.

In addition, in the activity management system according to claim 2 of the present invention, the essential stages that constitute the business are extracted, the business tasks to be performed in the extracted stages are extracted, the extracted business tasks are analyzed, and an arbitrary It is an activity management system that analyzes the production efficiency of at least one of the individuals and organizations of the company, extracts the stages that are considered essential by the manager, and determines the business tasks that should be performed at the extracted stages. Among the business tasks classified as necessary or unnecessary by the administrator for these extracted business tasks, for the business tasks classified as necessary, the time required for this business task and the number of cases are set. Then, a budgeting unit that calculates and budgets the budget according to the set time and number of tasks, and for the business task classified as necessary, the time and number of tasks required for this business task are set. , a modeling unit that calculates and models a model according to the set time and number of cases, and a cost calculation unit that calculates the cost of the stage related to the business task based on the modeled business task. , Regarding the cost for the stage calculated by the cost calculation unit, the administrator determines whether it is profitable or not, and for the stage determined by the administrator to be profitable, a model is set and applied as a planned value A planned value application unit, a budget planning unit that derives budget values based on previous results and calculated models, plans budgets for business tasks with set times and numbers, and a project based on this model. An activity information input unit that records operational information by associating the work log of the employee and the customer negotiation record of the employee from the electronic calendar and inputting it into the database, and the database of the performance-related information of the employee who conducts the business based on this model. The activity result-related information input section that records the result information by inputting into the a business task analysis unit that analyzes the business task based on the recorded result information, analyzes the business task that constitutes the business, and improves the production efficiency of at least one of any individual or organization. By performing analysis, the accuracy of analysis can be improved and more detailed analysis can be performed for any type of business.

Furthermore, in the activity management method according to claim 4 of the present invention, the essential steps that constitute the business are extracted, the business tasks to be performed in the extracted steps are extracted, the extracted business tasks are analyzed, and any An activity management method that analyzes the production efficiency of at least one of the individuals or organizations in which the manager extracts the stages that constitute the business and are considered essential, and the business tasks that should be performed at the extracted stages These extracted business tasks are classified as necessary or unnecessary by the administrator, and out of the business tasks classified as necessary, the time required for this business task and the number of cases are set. Calculate and model a model for the first step to be performed and the required business task, calculate the cost of the stage related to this business task based on the modeled business task, and make a profit In the second step of judging whether or not it can be done, and for business tasks that have been determined to be profitable, the budget value is derived based on the previous results and the calculated model, and the time and number of tasks are set. In the third step of planning the budget for the business task, when the business task is performed by the personnel based on the planned budget, information on the work performed by the personnel, information on negotiations made by the personnel with the customer, and their A fourth step in which negotiation result information is input and recorded, the budget for the work task planned in the third step, and the personnel work information, negotiation information, and result information recorded in the fourth step. By having a fifth step of analyzing the business task based on, it is possible to visualize the business activity, perform quantitative execution management, and improve productivity and cost performance.

Further, in the activity management method according to claim 5 of the present invention, the essential steps constituting the business are extracted, the business tasks to be performed in the extracted steps are extracted, the extracted business tasks are analyzed, and any An activity management method that analyzes the production efficiency of at least one of the individuals or organizations in which the manager extracts the stages that constitute the business and are considered essential, and the business tasks that should be performed at the extracted stages These extracted business tasks are classified as necessary or unnecessary by the administrator, and out of the business tasks classified as necessary, the time required for this business task and the number of cases are set. a second step of calculating and budgeting the budget according to the time and number of cases set in the first step by the budgeting unit; and a second step of budgeting by the modeling unit in the first step When the time required for the business task and the number of cases are set for the business task classified as necessary, a model is calculated according to the set time and the number of cases, and a third step of modeling; a fourth step of calculating the cost of the stage related to the business task based on the business task modeled in the third step by the calculation unit; A fifth step of setting a model and applying it as a plan value for the stage at which the manager determines whether or not the cost is profitable, and the budget planning department A sixth step of deriving a budget value based on the previous performance and the calculated model and planning a budget for the business task with the set time and number; A seventh step of associating the work logs of the personnel who conduct business based on the model with the customer negotiation records of the personnel from the electronic calendar and inputting them into the database to record the operation information; The eighth step of entering the results-related information of the personnel who conduct the business based on the model applied in step 5 into the database and recording the result information, and the work planned by the budget planning department by the work task analysis department a ninth step of analyzing the business task based on the task budget, the personnel operation information recorded in the activity information input unit, and the result information recorded in the activity result related information input unit; By doing so, it is possible to improve the accuracy of analysis and conduct more detailed analysis in any business. can.

FIG. 1 is an explanatory diagram showing the concept of an activity management system according to one embodiment of the present invention. FIG. 2 is a system configuration diagram showing the configuration of an activity management system according to one embodiment of the present invention. FIG. 3 is a flow chart showing in order the steps of the activity management system of FIG. FIG. 4 is an explanatory diagram schematically showing the steps from introduction of the activity management system of FIG. 1 to visualization, analysis, and planning in order. FIG. 5 is an explanatory diagram showing the definition of the business model. FIGS. 6A and 6B are respectively an explanatory diagram showing the activity status visualization function and an explanatory diagram showing a comparison between actual results and a model (budget value). FIG. 7 is an explanatory diagram showing planning based on the budget and actual results. FIGS. 8A and 8B are an explanatory diagram for explaining the necessity of unnecessary business tasks in the activity management system of FIG. 1 and an explanatory diagram showing a part of the analysis results, respectively.

The present invention will be described below with reference to an embodiment shown in the drawings. The activity management system 2 according to one embodiment of the present invention, as shown in FIGS. 1 and 2, extracts the essential stage F (see FIG. 5) that constitutes the business B, and implements the extracted stage F This activity management system extracts business tasks T, analyzes the extracted business tasks T, and analyzes the production efficiency of at least one of an arbitrary individual or organization. FIG. 4 outlines the steps from introduction of this activity management system 2 to visualization, analysis, and planning in order. This activity management system 2 extracts the stages (phases) Fx (for example, F5 and F6 in FIG. 5) that constitute the project B by the manager M and are regarded as essential, and the tasks to be performed in the extracted stages Fx Tasks Tx (Tx are extracted from T1a-T1c, T2a-T2c...T(n)a-T(n)c) are extracted, and the manager M Necessary/unnecessary is classified in stage Fx (for example, F5 and F6 in FIG. 5). ), the time t and the number of cases N required for these business tasks T1b-e and T2c-e are set. In stage F, there are business tasks T1a to T1c to T1z, T2a to T2c to T1z, .

When the manager M sets the time t and the number N of the business tasks T1b-e and T2c-e required for the business tasks T1b-e and T2c-e, a model is calculated for the required business tasks T1b-e and T2c-e. Based on the modeled business tasks T1b-e [M], T2c-e [M], the cost of the stages related to these business tasks T1b-e [M], T2c-e [M] and a profitable determination unit 3 that determines whether or not it is profitable, and the business task T1b-e[M]:P determined to be profitable, the previous performance and the calculated model T1b- an activity planning unit 4 that derives a budget value Ves based on e[M] and plans a budget Es for business tasks T1b-e(t, N) for which time t and number N are set; When the work task T1b is performed by the personnel based on the budget Es, the work information IW performed by the personnel, the negotiation information IN that the personnel negotiated with the customer, and the outcome information IR of the negotiations. is input and recorded in the activity negotiation result information recording unit 5, the budget Es of the business tasks T1b-e planned by the activity plan drafting unit 4, and the personnel work information I recorded in the activity negotiation result information recording unit 5 -W, the negotiation information IN, and the result information IR. In other words, business tasks T1b-e and T2c-e required by manager M are extracted and modeled, and profitability of the modeled business tasks T1b-e [M] and T2c-e [M] is determined. Discriminate, derive the budget Es from the previous results and the profitable model T1b-e [M]: P and formulate a plan, and work based on the personnel activity information IW, IN, IR It is designed to analyze the task T.

The activity management system 2 according to the present embodiment, as shown in FIG. (In this case, T is T1a to T1c, T2a to T2c). For the business tasks T1b-e and T2c-e classified as necessary (in this case, the business tasks T1a, T1c, T2a, and T2b classified as unnecessary) among the business tasks classified as unnecessary, these The time t and the number N of business tasks T1b-e and T2c-e are set. The "business" (business B) referred to here is an economic activity that has a certain purpose such as production or profit and is carried out continuously. In addition, the "phases" (stages F1 to Fn (n is an arbitrary integer)) here are the stages required to produce deliverables (production, profit) in business. For example, in the case of a job placement business, until the result (conclusion of a contract for employment), there are various stages such as interviews with job seekers, proposal of job information to job seekers, recommendation to companies, mediation for interviews, negotiation of conditions, and commitment to join the company. exists. It refers to the series of activities required to achieve such results. Furthermore, "business task" (business task T) refers to the smallest unit of work (execution content) that exists at each stage. There are tasks such as scheduling and preparation of job information. These are called business tasks. In addition, "necessary or unnecessary to be classified as a manager" refers to whether or not it is directly connected to the profit of business activities. No adjustment is required. In addition, "production efficiency" refers to the results obtained in the time invested, and in the example of a job placement business, a total of 〇〇 hours are invested until 〇〇 results If it takes XX hours per contract, this is the result of production efficiency.

A "model" is defined as an activity model (operation and result) defined as a planned value of the amount of action and the time spent in stage F required to obtain one deliverable. For example, in the job placement business, the amount of activity and the number of operations are set for the number of interviews, the number of recommendations, the number of interviews, the number of job offers, and the number of determinations corresponding to each stage F1 to F(n). In other words, “modeling” is to set “10 interviews for 600 minutes, 10 recommendations for 150 minutes, 5 interviews for 450 minutes, 1 unofficial offer for 120 minutes, and 1 decision for 120 minutes”. . Furthermore, "cost" refers to activity costs (operating hours required for results/prescribed monthly working hours) x personnel expenses). For example, in the case of a job placement business, the activities required to conclude a contract = 10 interviews, 600 minutes, 10 recommendations, 150 minutes, 5 interviews, 450 minutes, 1 job offer, 120 minutes, 1 decision, 120 minutes The total operating time is 1,440 minutes, and this operating time of 1,440 minutes / 9,600 minutes (160 hours per month) x 500,000 yen = 75,000 yen is the activity required to conclude a contract. Cost.

In other words, the profitability determination unit 3 determines whether the cost per result is higher or lower than the sales obtained from the result. For example, in the employment placement business, if 1 contract sales (1,000,000 yen) - activity costs (costs, activity costs, other costs) (75,000 yen) = 925,000 yen, the profit and loss is positive. become.

In addition, "previous performance" refers to the amount of activity and the number of operations aggregated in the previous period. Furthermore, the "budget value" refers to the value of the amount of activity and the number of operations set in the activity model, which is budgeted according to the performance target set for each month. For example, the amount of activity and the number of operations required for one outcome x the number of required outcomes = the budget value required for the outcome target. In other words, the activity plan making unit 4 plans the budget required for the current month from the previous actual values and the organizational average values. For example, based on the projects that have been progressing continuously among the previous results, the planned values are set by setting the number of actions and the number of operations at each stage from the number of results required for the current month. In addition, as mentioned above, based on the results of June (including the progress of ongoing projects, the number of recommendations, the number of interviews, and the number of job offers), the amount of activity and the number of operations required for each stage in the July budget will be set. ing.

In addition, "work information" is information operated on the personal computer used by the staff. If you have done so, the fact that you spent 1 hour on the proposal creation task will be registered as work information. The logic to be registered is the work information I in the proposal creation task T at the timing when the tool name or application name (PowerPoint (registered trademark)) + title name of each tool (state described in the proposal and file name) are complete. Registered as -W. Furthermore, "negotiation information" refers to schedule information registered on the calendar tool. For example, among the information registered on the calendar of the calendar tool, if there is a schedule for a visit, it is registered in the visit task T as negotiation information IN. The registration logic is designed to set arbitrary text in the subject of an appointment and set a rule that maps matching appointments to the appropriate task. In addition, "result information" refers to the number of actions in each stage F. For example, when visiting a negotiating partner company, result information IR indicating that one visit has been made is registered. In this case, there are two options: to input the result information IR or to automatically register the result information IR in cooperation with an external system. Furthermore, the business task analysis unit 6 analyzes the comparison of the business task T with the actual and the ratio of whether the business task T is necessary or not, the breakdown, and the like. For example, by setting an arbitrary period, team, and person in charge, it is possible to grasp whether or not the results are progressing according to plan in the form of a graph or a numerical forecast list.

In the activity management system 2 according to the present embodiment, as described above, the availability determination unit 3, the activity plan planning unit 4, the activity negotiation result information recording unit 5, and the work task analysis unit 6 are implemented as software by hardware, a computer, or Stored in the cloud computer 10 . In this embodiment, as shown in FIG. 2, a computer (PC) 10 having an information processing section (CPU) 11, a storage section (database) 12, an input/output section 13, and a display section 14 will be described as an example.

The profitability decision unit 3 calculates the budget Es according to the set time t and the number of cases N, and budgets the budgeting unit 31 and the business tasks T1b-e and T2c-e classified as necessary On the other hand, when the time t required for the work tasks T1b-e and T2c-e and the number of cases N are set, a model is calculated according to the set time t and the number of cases N, and the modeling unit 32 creates a model. , and based on the modeled business tasks T1b-e [M] and T2c-e [M], calculate the cost of stage F for the business tasks T1b-e [M] and T2c-e [M] and a cost calculation unit 33 .

The activity plan drafting unit 4 determines whether or not the costs incurred in the stages F1 and F2 calculated by the cost calculation unit 33 are profitable by the manager M, and the stages determined by the manager M to be profitable. For F:P, the budget value Ves is derived based on the planned value application unit 41 that sets a model and applies it as the planned value Sc, and the previous actual results and the calculated model F:P [M], and the time t and and a budget planning unit 42 that plans the budget Es of the work tasks T1b-e [M] and T2c-e [M] for which the number N is set.

The activity negotiation result information recording unit 5 stores the work log IW of the personnel who conduct business based on the models T1b-e [M] and T2c-e [M] and the customer negotiation record IN of the personnel from the electronic calendar. are associated with each other and input to the database 12 to record the operation information IW and IN, and the business is performed based on the models T1b-e [M] and T2c-e [M]. It comprises an activity result related information input unit 52 for inputting the result related information of the personnel to the database 12 and recording the result information IR.

The business task analysis unit 6 classifies the business tasks T1a to T1c and T2a to T2c as necessary/unnecessary by the manager M, and calculates the ratio of the business tasks that are necessary/unnecessary among the classified business tasks T1a to T1c and T2a to T2c. Based on the necessary/unnecessary work task ratio calculation unit 61 for calculating unnecessary work tasks (T1a, T1c, T2a, T2b) and the information IW, IN, and IR input to the activity information input unit 51, an operating time analysis unit 62 that analyzes the operating time Tact of at least one of an arbitrary individual or organization; At least one of the business task progress rate analysis unit 63 that derives the progress rate of the business tasks T(n)ae to T(n)ce classified as necessary, and any individual or organization a business task completion number analysis unit 64 that derives the number of business tasks T(n)a-e to T(n)ce that are classified as necessary among the business tasks T1a-T1c and T2a-T2c performed in , among the business tasks T1a to T1c and T2a to T2c performed by at least one of an arbitrary individual or organization, the business tasks T(n)ae to T(n)ce classified as necessary At least one of a business task case information analysis unit 65 that determines whether or not a business task is likely to produce results efficiently and derives case information of a business task that is likely to produce results efficiently, and an arbitrary individual or organization. and a business task production efficiency analysis unit 66 for analyzing the production efficiency of the business tasks T(n)ae to T(n)ce classified as necessary among the business tasks classified as necessary. Analysis is performed based on at least one of the analysis units 61-66.

The necessary/unnecessary business task ratio calculation unit 61 refers to the necessary/unnecessary business task ratio and the breakdown of the actual execution results, and performs analysis. For example, out of the 160 hours per month, the ratio of 40% required work and 60% unneeded work is displayed, and a list of what tasks were actually worked on can be displayed. In addition, the operating time analysis unit 62 compares the operating budget and the actual results in the activity model and performs forecast/actual analysis. For example, the operating results for each operating budget in each stage F1 to F(n) are analyzed in chronological order in comparison with the actual budget. In other words, if the actual weekly operation is 800 minutes and the weekly operation budget is 1000 minutes, the achievement rate is 80% (800 minutes of operation per week / 1000 minutes of operation budget per week = achievement rate of 80 minutes). %). Furthermore, the business task progress rate means the probability that each stage progresses to the next stage. The business task progress rate analysis unit 63 analyzes the probability that each stage F1 to F(n) progresses to the next stage. It is designed to lead and analyze by comparing forecasts and actuals. In other words, the business task progress rate here is 20% when the number of orders received is 1 and the number of visits is 5 (1 order received/number of visits 5 = progress rate 20%). The analysis of the number of business task completions refers to the number of tasks that complete each stage and progress to the next stage (the number of tasks in each stage). In other words, the business task completion number analysis unit 64, for example, derives and analyzes the number of visit stages (the number of completions) in chronological order in comparison with forecasts and actuals. Further, the business task item information analysis unit 65 extracts common items of element information linked to item information from the result record, and makes it possible to determine item information having element information that is likely to produce results. Business tasks can be preferentially executed based on the item information determined to be likely to produce results. For example, if the element information (number of employees) in the project information (customer information) is A, it is possible to preferentially advance the progress of the project that holds the element information of A because there are many achievements. can. In addition, the business task production efficiency analysis unit 66 derives the total time spent to achieve a certain result in, for example, an employment placement business, as the actual production efficiency per result.

Next, an activity management method using the activity management system 2 according to the above embodiment will be described based on the operation of the activity management system 2. FIG. First, as shown in FIG. 3, a manager M performs a number of stages F1 to F(n) that constitute a business B (interview with a job seeker, proposal of job offer information to the job seeker, recommendation to a company, interview Extract stage F (for example, F5: Interview with job seeker, F6: Proposal of job offer information to job seeker) from stage F (for example, F5: Interview with job seeker, F6: Proposal of job offer information to job seeker) from extracted stages F5 and F6 Tasks T1a-T1z, T(n)a-T(n)z (scheduling, job information preparation, etc.) to be executed (for example, in stage F5, business tasks T1a-T1z, T(n)a T1b, T1d, T2a, T2b, T2c from among ~T(n)z, T1a~T1z from among T(n)a~T(n)z in stage F6, T1a, T1c, T2b, T2c from among T(n)a~T(n)z, T2d) is extracted. For these extracted business tasks (F5: T1b, T1d, T2a, T2b, T2c, stage F6: T1a, T1c, T2b, T2c, T2d), the manager M classifies and divides whether they are necessary or not ( (See FIG. 8A). Business tasks classified as necessary or unnecessary by the manager M (for example, in stage F5, business tasks T1b-e, F5: T1b-e, and in stage F6, business tasks T2c-e, F6: T2c -e), the manager M sets the time t required for these business tasks F5: T1b-e and F6: T2c-e and the number of cases N (first step S1).

When the manager M sets the time t and the number N required for the business tasks F5: T1b-e and F6: T2c-e (F5: T1b-e (t, N) in FIG. 5, F6: T2c -e (t, N)), next, the profitable determination unit 3 calculates models for the required business tasks F5: T1b-e and F6: T2c-e, and models them. , based on the modeled business tasks F5: T1b-e [M], F6: T2c-e [M], Calculate the cost of steps F5 and F6 and determine whether it is profitable (second step S2, see FIG. 3). That is, in the second step S2, the budgeting unit 31 calculates and budgets the budget Es according to the set time t and the number N of cases. Then, for the business tasks F5: T1b-e and F6: T2c-e classified as necessary, the time t required for the business tasks F5: T1b-e and F6: T2c-e and the number of cases N are set. It has become.

Then, the model is calculated by the modeling unit 32 according to the set time t and the number of cases N, and modeling is performed. When modeling is performed, based on the business task F5: T1b-e [M] and F6: T2c-e [M] modeled by the cost calculation unit 33, this business task F5: T1b-e [M] , F6: T2c-e[M].

In this second step, for example, when business task F5:T1b-e[M]:P is determined to be profitable, next, the activity plan planning unit 4 determines that business task F5: T1b-e[M]: For P, the budget value Ves is derived based on the previous results and the calculated model F5: T1b-e[M], and the work for which the time t and the number of cases N are set Task F5: A budget Es for T1b-e(t,N) is derived and an action plan is drawn up (third step S3, see FIGS. 3 and 7).

In the third step S3, the planned value applying unit 41 determines whether or not the costs incurred in the stages F5 and F6 calculated by the cost calculating unit 33 are profitable by the manager M. For stage F5 determined to be profitable, model F5: T1b-e [M] is set and applied as planned value Sc. When applied as the planned value Sc, the budget planning unit 42 derives the budget value Ves based on the previous actual results and the calculated model F5: T1b-e [M], and sets the time t and the number of cases N. The budget Es for the business task F5: T1b-e(t, N) is derived and an activity plan is drawn up.

Next, when the work task F5:T1b is performed by the personnel based on the planned budget Es, the activity negotiation result information recording unit 5 records the work information IW (used by the personnel). information operated on a personal computer), negotiation information IN (schedule information registered on the calendar tool) that the staff negotiated with the customer, and result information IR of the negotiation (the number of actions in each stage F ) is input and recorded in the storage unit (database) 12 (fourth step S4).

In the fourth step S4, as shown in FIG. 6A, the activity information input unit 51 inputs the work log IW and the electronic From the calendar, the personnel's customer negotiation records IN are associated with each other and entered into the database 12 to be recorded as operation information (work information IW, negotiation information IN). Further, the activity result-related information input unit 52 inputs and records in the storage unit (database) 12 as result-related information (result information IR) of the personnel who conduct business based on this model F5: T1b-e [M]. be done.

Next, the work task analysis unit 6 analyzes the budget Es of the work task planned in the third step S3, the personnel work information IW, the negotiation information IN, and the results recorded in the fourth step S4. Based on the information IR, the business task F5:T1b is analyzed (fifth step S5, see FIG. 3 and FIG. 6B).

In the fifth step S5, the required/unnecessary business task ratio calculating unit 61 classifies the business tasks as required/unnecessary by the manager M, and calculates the ratio of the required/unnecessary business tasks among the classified business tasks. . From this ratio, it is possible to analyze the necessity of business tasks. Assuming that the business tasks are T1a to T1c in stage F5 and T2a to T2c in stage F6, the required business task in stage F5 is F5: T1b-e, and the unnecessary business task is F5: T1a and T1c. There are two business tasks classified as required in stage F6, one of which is F6: T2c-e, and two business tasks which are classified as unnecessary are F6: T2a and T2b. Further, based on the information IW, IN, IR input and recorded in the storage unit (database) 12 by the operating time analysis unit 62, the operation of at least one of an arbitrary individual or organization Time Tact is derived. Therefore, the operating time Tact (see FIG. 7) can be analyzed to analyze the production efficiency. Furthermore, the business task progress rate analysis unit 63 calculates the progress rate of the business task F5: T1b-e, which is the required category among the business tasks T1a to T1c and T2a to T2c performed by at least one of an arbitrary individual or organization. can guide Therefore, production efficiency can be analyzed based on the derived progress rate. In addition, among the business tasks T1a to T1c and T2a to T2c performed by at least one of an arbitrary individual or organization by the business task completion number analysis unit 64, the business task F5: T1b-e classified as necessary Completion numbers can be derived. Thus, production efficiency can be analyzed based on the derived number of completions. Furthermore, the business task item information analysis unit 65 determines whether or not the business task F5:T1b-e classified as necessary to be performed by at least one of an arbitrary person or organization is likely to be efficiently achieved. It is possible to discriminate and efficiently derive the project information of business tasks that are likely to produce results. Therefore, the business task can be preferentially executed based on the case information of the business task that is likely to produce results. In addition, among the business tasks T1a to T1c and T2a to T2c performed by at least one of an arbitrary person or organization by the business task production efficiency analysis unit 66, the business task F5: T1b-e classified as necessary Production efficiency can be analyzed (see FIG. 8B). As described above, in the activity management system 2 and the activity management method using the activity management system 2 according to the present embodiment, the business stages and business tasks are subdivided, and the subdivided business tasks are classified as necessary and unnecessary. We model business tasks, calculate costs, prepare a budget plan, and compare the budget plan with records of actual activities to analyze the activities. Therefore, production efficiency can be easily and accurately grasped. As a result, business activities can be visualized, quantitative execution management can be performed, and productivity and cost performance can be improved. Moreover, it is possible to improve the accuracy of analysis and perform more detailed analysis for any type of business.

As described above, in the activity management system 2 according to the present embodiment, the stage F of the business B and the business task T are subdivided, and the subdivided business task T is classified by the manager M as necessary. As long as the time t and the number of tasks N required for the task Te are set, the model is automatically modeled, the cost is calculated, a budget plan is created, and the budget plan and the actual activity records are combined. It is now possible to analyze the activities in parallel. Therefore, production efficiency can be easily and accurately grasped. As for the analysis in the fifth step S, it goes without saying that any one of the analysis units 61 to 66 may be selectively used.

2 Activity management system 3 Profitability determination unit 4 Activity planning unit 5 Activity negotiation result information recording unit 6 Business task analysis unit B Project Es Budget F Stage Fx Extracted stage IW Work information IN Negotiation information I- R Outcome information M Manager T Business task Tx Business tasks to be performed at the stage of extraction T1b-e, T2c-e Business tasks classified as necessary T1b-e [M], T2c-e [M] Modeled business task T1b-e [M]: P business task determined to be profitable T1b-e (t, N) business task for which time and number of cases are set t time to be set N number of cases to be set Ves budget value

Claims (5)

Analyze the production efficiency of at least one of any individual or organization by extracting the essential stages that make up the business, extracting the business tasks to be performed in the extracted stages, and analyzing the extracted business tasks An activity management system for
The administrator extracts the stages that constitute the business and are considered essential, extracts the business tasks that should be performed at the extracted stages, and classifies these extracted business tasks as necessary or unnecessary by the administrator. When the time required for this business task and the number of cases are set for the business task classified as necessary among the business tasks listed,
Calculate and model a model for the required business task, and based on the modeled business task, calculate the cost of the stage related to this business task and determine whether it is profitable a profitable determination unit;
an activity planning unit that derives a budget value based on the previous results and the calculated model for the business task determined to be profitable, and plans the budget for the business task for which the time and the number of cases are set;
Activity negotiation in which, when work tasks are carried out by personnel based on the planned budget, work information performed by the personnel, information on the negotiations conducted by the personnel with customers, and information on the outcome of the negotiations are input and recorded. a result information recording unit;
a business task analysis unit that analyzes business tasks based on the business task budgets planned by the activity planning unit and the personnel work information, negotiation information, and result information recorded in the activity negotiation result information recording unit; An activity management system comprising: Analyze the production efficiency of at least one of any individual or organization by extracting the essential stages that make up the business, extracting the business tasks to be performed in the extracted stages, and analyzing the extracted business tasks An activity management system for
The administrator extracts the stages that constitute the business and are considered essential, extracts the business tasks that should be performed at the extracted stages, and classifies these extracted business tasks as necessary or unnecessary by the administrator. When the time required for this business task and the number of cases are set for the business task classified as necessary among the business tasks,
a budgeting unit that calculates and budgets the budget according to the set time and number of cases;
a modeling unit that, when the time required for the business task and the number of business tasks classified as necessary are set, calculates a model according to the set time and the number of business tasks, and creates a model;
a cost calculation unit that calculates a cost for a stage related to the business task based on the modeled business task;
Regarding the cost for the stage calculated by the cost calculation section, the administrator determines whether it is profitable or not, and for the stage determined by the administrator to be profitable, a plan to set a model and apply it as a planned value a value application unit;
a budget planning department that derives budget values based on previous results and calculated models, and plans budgets for business tasks with set times and numbers;
an activity information input unit that associates work logs of personnel who conduct business based on this model with customer negotiation records of personnel from an electronic calendar, inputs them into a database, and records operating information;
an activity-result-related information input unit that inputs the result-related information of the personnel who conduct business based on this model into a database and records the result information;
Analyzing business tasks based on the budget for business tasks planned by the budget planning department, personnel operation information recorded in the activity information input department, and performance information recorded in the activity result related information input department and a task analysis unit,
An activity management system that analyzes business tasks that constitute a business and analyzes the production efficiency of at least one of an arbitrary individual or an organization. The business task analysis department
a required/unnecessary business task ratio calculation unit for calculating a ratio of required/unnecessary business tasks among the business tasks classified as required/unnecessary by an administrator;
an operating time analysis unit that derives the operating time of at least one of an arbitrary individual and/or organization based on the information input to the activity information input unit;
a business task progress rate analysis unit that derives the progress rate of business tasks classified as necessary among business tasks performed by at least one of an arbitrary individual or organization;
a business task completion number analysis unit that derives the number of business tasks completed that are classified as necessary among business tasks performed by at least one of an arbitrary individual or organization;
Of the business tasks performed by at least one of any individual or organization, it is determined whether or not the business tasks classified as necessary are likely to produce results efficiently, and the business tasks that are likely to produce results efficiently business task item information analysis department that guides the item information of
a business task production efficiency analysis unit that analyzes the production efficiency of business tasks classified as necessary among business tasks performed by at least one of an arbitrary individual or organization;
At the time of analysis, at least one of the required/unnecessary business task ratio calculation unit, the operating time analysis unit, the business task progress rate analysis unit, the business task completion number analysis unit, the business task case information analysis unit, and the business task production efficiency analysis unit 3. The activity management system according to claim 2, wherein the analysis is performed based on 1. Analyze the production efficiency of at least one of any individual or organization by extracting the essential stages that make up the business, extracting the business tasks to be performed in the extracted stages, and analyzing the extracted business tasks An activity management method for
The administrator extracts the stages that constitute the business and are considered essential, extracts the business tasks that should be performed at the extracted stages, and classifies these extracted business tasks as necessary or unnecessary by the administrator. When the time required for this business task and the number of cases are set for the business task classified as necessary among the business tasks listed,
Calculate and model a model for the required business task, and based on the modeled business task, calculate the cost of the stage related to this business task and determine whether it is profitable a profitable determination unit;
an activity planning unit that derives a budget value based on the previous results and the calculated model for the business task determined to be profitable, and plans the budget for the business task for which the time and the number of cases are set;
Activity negotiation in which, when work tasks are carried out by personnel based on the planned budget, work information performed by the personnel, information on the negotiations conducted by the personnel with customers, and information on the outcome of the negotiations are input and recorded. a result information recording unit;
a business task analysis unit that analyzes business tasks based on the business task budgets planned by the activity planning unit and the personnel work information, negotiation information, and result information recorded in the activity negotiation result information recording unit; with
The administrator extracts the stages that constitute the business and are considered essential, extracts the business tasks that should be performed at the extracted stages, and classifies these extracted business tasks as necessary or unnecessary by the administrator. a first step in which the time required for the business task and the number of cases are set for the business task classified as necessary among the business tasks identified;
Calculate and model a model for the required business task, and based on the modeled business task, calculate the cost of the stage related to this business task and determine whether it is profitable a second step;
a third step of deriving a budget value based on the previous performance and the calculated model for the business task determined to be profitable, and planning a budget for the business task with set time and number;
When the work task is performed by the personnel based on the planned budget, the work information performed by the personnel, the negotiation information that the personnel negotiated with the customer, and the result information of the negotiation are input and recorded. a step of
A fifth step of analyzing the business task based on the business task budget planned in the third step and the personnel work information, negotiation information, and result information recorded in the fourth step. An activity management method characterized by: Analyze the production efficiency of at least one of any individual or organization by extracting the essential stages that make up the business, extracting the business tasks to be performed in the extracted stages, and analyzing the extracted business tasks An activity management method for
The administrator extracts the stages that constitute the business and are considered essential, extracts the business tasks that should be performed at the extracted stages, and classifies these extracted business tasks as necessary or unnecessary by the administrator. When the time required for this business task and the number of cases are set for the business task classified as necessary among the business tasks,
a budgeting unit that calculates and budgets the budget according to the set time and number of cases;
a modeling unit that, when the time required for the business task and the number of business tasks classified as necessary are set, calculates a model according to the set time and the number of business tasks, and creates a model;
a cost calculation unit that calculates a cost for a stage related to the business task based on the modeled business task;
Regarding the cost for the stage calculated by the cost calculation section, the administrator determines whether it is profitable or not, and for the stage determined by the administrator to be profitable, a plan to set a model and apply it as a planned value a value application unit;
a budget planning department that derives budget values based on previous results and calculated models, and plans budgets for business tasks with set times and numbers;
an activity information input unit that associates work logs of personnel who conduct business based on this model with customer negotiation records of personnel from an electronic calendar, inputs them into a database, and records operating information;
an activity-result-related information input unit that inputs the result-related information of the personnel who conduct business based on this model into a database and records the result information;
Analyzing business tasks based on the budget for business tasks planned by the budget planning department, personnel operation information recorded in the activity information input department, and performance information recorded in the activity result related information input department and a task analysis unit,
The administrator extracts the stages that constitute the business and are considered essential, extracts the business tasks that should be performed at the extracted stages, and classifies these extracted business tasks as necessary or unnecessary by the administrator. a first step in which the time required for the business task and the number of cases are set for the business task classified as necessary among the business tasks identified;
a second step in which the budgeting unit calculates a budget according to the time and number of cases set in the first step, and budgets;
When the time required for the business task and the number of cases are set for the business task classified as necessary in the first step by the modeling unit, a model is calculated according to the set time and number of cases, and the model a third step of converting
a fourth step of calculating, based on the business task modeled in the third step by a cost calculator, the cost of the steps associated with this business task;
The manager determines whether or not the cost for the stage calculated in the fourth step by the planned value application unit is profitable, and sets a model for the stage determined by the manager to be profitable. a fifth step of applying as a planned value;
a sixth step in which the budget planning department derives a budget value based on the previous performance and the calculated model, and plans a budget for the business task with the set time and number;
The activity information input unit associates the work log of the personnel who conducts the business based on the model applied in the fifth step with the customer negotiation record of the personnel from the electronic calendar, inputs them into the database, and records the operation information. a step of
an eighth step of inputting the result-related information of the personnel who conduct business based on the model applied in the fifth step by the activity result-related information input unit into the database and recording the result information;
Based on the business task budget planned by the budget planning section, the personnel operation information recorded in the activity information input section, and the result information recorded in the activity result related information input section, and a ninth step of analyzing the business task.

Images