JP6950156B2 - Management support equipment and programs - Google Patents

Description

The present invention relates to a management support device and a program.

Traditionally, sole proprietors and corporate owners in the restaurant and retail businesses have been visualized by using business application programs such as sales management devices and sales management programs that aggregate and analyze daily and monthly sales of stores. Business operations are often carried out based on management data.

As such a sales management device, for example, based on the management data on the designated target date and the comparison date, the index value indicating the change from the comparison date such as the sales amount, the number of customers, and the customer unit price on the target date is calculated. A technique for displaying an index value has been proposed (see, for example, Patent Document 1).

Japanese Unexamined Patent Publication No. 2011-065340

However, according to the above-mentioned conventional technique, the user selects the date on which he / she wants to consider the change in the management data and shows the change on the selected date. Therefore, the management is not expected by the user. Changes in data could be overlooked. In addition, there were cases where information on changes in management data could not always be used for management.

Therefore, an object of the present invention is to provide a management support device and a program that can utilize the information on the change in the management data for one's own management without overlooking the change in the management data.

In order to solve the above problems, the management support device according to the present invention aggregates the predetermined management data in the first period as the current management data for each member every time the predetermined first period elapses. By evaluating the means and the current management data based on the difference from a predetermined index, the management data evaluation means for determining the evaluation rank for the current management data and the current management data are newly aggregated. The change was made to the determination means for each member to determine whether or not there was a predetermined change in the evaluation rank and the member determined to have the change by the determination means. The index is provided with a notification means for notifying the member with predetermined first comment information recorded in advance in association with the newly aggregated current management data. , Past management data, management data of other members, or preset target values, the management data is financial data, and the notification means prescribes that the change has occurred. When notifying with the first comment information of the above, as further reference information, the second comment information collected from another member who has experienced the change in the evaluation rank, and the other member is associated with the change. The second comment information recorded by the user or the browsing destination information of the second comment information is also notified.
Further, the program according to the present invention is a management data aggregation means for a computer, which aggregates the predetermined management data in the first period as the current management data for each member every time the predetermined first period elapses. A management data evaluation means that determines the evaluation rank for the current management data by evaluating the management data based on the difference from a predetermined index, and the evaluation as the current management data is newly aggregated. The determination means for determining whether or not there is a predetermined change in the rank for each member, and the member who is determined to have the change by the determination means, the change is newly aggregated. It functions as a notification means to notify with the predetermined first comment information recorded in advance by the member in association with the current management data, and the index is past management data and other data. The member's management data or preset target value, the management data is financial data, and the notification means attaches the predetermined first comment information that the change has occurred. At the time of notification, as further reference information, the second comment information collected from the other member who has experienced the change in the evaluation rank, and the second comment information recorded by the other member in association with the change, Alternatively, the browsing destination information of the second comment information is also notified.

According to the present invention, it is possible to provide a management support device and a program that can utilize the information on the change in the management data for one's own management without overlooking the change in the management data.

It is a schematic block diagram which shows the management support system of this embodiment. It is a block diagram which shows the functional structure of a server. It is a figure which shows the management data table which is stored in the storage part. It is a figure which shows an example of the management data browsing screen. It is a block diagram which shows the functional structure of a PC. It is a flowchart which shows an example of the management data evaluation processing performed by a server. It is a flowchart which shows an example of the management data change judgment processing performed by a server. It is a figure which shows an example of the daily report entry screen. It is a figure which shows an example of a part of the daily report entry screen after various information is input, and an example of the input POP data. It is a flowchart which shows an example of the management data change notification processing performed by a server. It is a figure which shows an example of the management data change notification screen displayed on the screen in management data change notification processing. It is a flowchart which shows an example of the management support screen update process performed by a server. It is a figure which shows an example of the management support screen. It is a figure which shows an example of the list display screen.

Hereinafter, embodiments for carrying out the present invention will be described with reference to the drawings. However, although the embodiments described below are provided with various technically preferable limitations for carrying out the present invention, the scope of the invention is not limited to the following embodiments and illustrated examples.

<< Configuration of management support system 1 >>
First, the configuration of the present embodiment will be described with reference to FIG. FIG. 1 is a schematic configuration diagram of the management support system 1 of the present embodiment.

The management support system 1 of the present embodiment aggregates the management data (for example, sales, number of customers, etc.) of the store or company to which the user manages or belongs, and when there is a predetermined change in the management data, the change is made. By notifying the user that there was a change and notifying the change factor input field 71 in which the change factor input field 71 that the user thinks or infers can be input as a questionnaire, it is possible to suppress oversight of changes in management data and to relate to the changes. It is a system that can use information for management.

As shown in FIG. 1, the management support system 1 includes a server (management support device) 4, mobile terminals 2a and 2b such as smartphones and tablet terminals which are user terminals, and PCs (personal computers) 3a and 3b. Each device is communicatively connected via a communication network N. Hereinafter, mobile terminals 2a and 2b and PC3a and 3b may be collectively referred to as user terminals.

The server 4 collects, aggregates, records, and manages management data from the user terminal. In addition, the comment corresponding to the date input from the user terminal is recorded and managed. Further, the server 4 has a management data browsing screen 5 for the user to browse the management data, a daily report entry screen 6 for the user to input a comment, and a response information and whether or not the user can publish the answer information in response to a request from the user terminal. Display information such as a management data change notification screen 7 for inputting information and a management support screen 8 for allowing the user to browse measures useful for improving management is distributed to the user terminal.

User terminals such as mobile terminals 2a and 2b and PC3a and 3b transmit the accumulated management data, input comments, and the like to the server 4. These user terminals receive and display various display information transmitted from the server 4, receive the user's operation input, and transmit the operation information to the server 4. The PCs 3a and 3b may be dedicated terminals such as electronic registers or POS terminals.

The communication network N is assumed to be composed of the Internet, but may include a LAN (Local Area Network), a WAN (Wide Area Network), etc., and may include a telephone line, a dedicated line, a mobile communication network, and a communication satellite network. , CATV (Cable Television) line and the like may be included.

Further, the management support system 1 is configured to be able to execute other application programs used by various user terminals. The application program includes, for example, sales management business that aggregates and analyzes daily and monthly sales of stores, accounting management business that performs tax payment processing such as fixed asset tax and personal business tax, and employee salary calculation. Payroll management work that processes, employment management work that manages staff shifts in stores and attendance management of employees, document management work that creates and manages notification documents to related businesses and employees, Examples include those that perform POP creation work that creates POP (Point of purchase advertising), which is an advertising medium for sales promotion used in shops and the like.

<< Configuration of server 4 >>
Next, the internal configuration of the server 4 will be described. FIG. 2 shows the internal configuration of the server 4.

As shown in FIG. 2, the server 4 includes a CPU (Central Processing Unit) 41, an operation input unit 42, a RAM (Random Access Memory) 43, a server display unit 44, a storage unit 45, and a communication unit 46. , And a timekeeping unit 47, and each unit is connected via a bus 48.

The CPU 41 reads out the system program stored in the storage unit 45, expands it into the work area of the RAM 43, and controls each unit according to the system program. Further, the CPU 41 reads the processing program stored in the storage unit 45 and expands it in the work area, and is a server for management data evaluation processing, management data change determination processing, management data change notification processing, and management support screen update processing, which will be described later. It executes various processes including the processes on the four sides, and functions as a management data aggregation means, a determination means, and a notification means.

The operation input unit 42 includes a keyboard including a cursor key, a character, a number input key, various function keys, and the like, receives a user's press input of each key, and outputs the operation information to the CPU 41. Further, the operation input unit 42 may include a pointing device such as a mouse, receive a position input, and output it to the CPU 41 as operation information.

The RAM 43 is a volatile memory. Further, the RAM 43 has a work area for storing various programs to be executed and data related to these various programs.

The server display unit 44 is composed of an LCD (Liquid Crystal Display), a CRT (Cathode Ray Tube), or the like, and displays a screen according to a display control signal from the CPU 41.

The storage unit 45 is composed of an HDD (Hard Disk Drive) or the like having a magnetic recording medium. The storage unit 45 stores system programs and processing programs executed by the CPU 41, application programs such as Web server programs, and data necessary for executing these programs. The processing program includes a program for executing various processes such as management data evaluation processing, management data change judgment processing, management data change notification processing, and management support screen update processing on the server 4 side, which will be described later. ..
These programs are stored in the storage unit 45 in the form of computer-readable program code. The CPU 41 sequentially executes operations according to the program code.

In addition, the storage unit 45 stores various data transmitted from the user terminal.
For example, the storage unit 45 stores the management data transmitted from the user terminal in association with the user. As management data, for example, date, sales, number of customers, unit price per customer, purchase, cost rate, expense, labor cost, FL ratio, etc. are stored. Personnel expenses include a detailed breakdown of employee salaries and the like.

Further, the storage unit 45 stores the actual value obtained by adding up the daily management data on a monthly basis, the target value of the monthly management data, the evaluation of the actual value, and the like as a management data table as shown in FIG. 3, for example. .. The target value may be preset and stored by the user, or may be set and stored by the CPU 41. The evaluation of the management data is determined by the management data evaluation process described later performed by the CPU 41.

Further, the storage unit 45 is displayed as the answer information input as the answer content in the change factor input field 71 displayed as a questionnaire on the management data change notification screen 7 described later, and as a questionnaire on the management data change notification screen 7. The disclosure availability information entered in the disclosure availability selection field 72 is stored as a questionnaire result.

Further, the storage unit 45 stores a comment input and transmitted from the user terminal corresponding to the date, and importance information indicating the importance of the comment. The comment is text information input by the user corresponding to the date, and is preferably input after the business closing on the date. Examples of such comments include measures actually taken by the user in order to improve management in daily management. Further, the importance information is information indicating the importance of the input comment, is ranked in three stages according to the user's selection, and is stored in the storage unit 45 in association with the comment.

The communication unit 46 is composed of a modem, a TA (Terminal Adapter), a router, a network card, and the like. The communication unit 46 communicates with an external device such as a user terminal on the communication network N to transmit / receive data.

The timekeeping unit 47 has a built-in timekeeping circuit, measures the current time and date, and outputs the current time information.

When the communication unit 46 receives an access request to the management data from the user terminal, the server 4 configured in this way displays the management data viewing screen 5 as shown in FIG. 4, for example, on the terminal display unit of the user terminal. Display on 34. As a result, the user can browse the management data as needed. Further, the management data browsing screen 5 displays the management data for January 2016, and when the user selects the daily switching button 51, the weekly switching button 52, the annual switching button 53, etc., these are displayed. The corresponding management data is displayed. Further, depending on the operation of the user, management data other than January 2016 may be displayed on the management data browsing screen 5.

<< Configuration of PC3a >>
Next, the internal configuration of the user terminal will be described using PC3a as an example. FIG. 5 shows the internal configuration of PC3a.

As shown in FIG. 5, the PC3a includes a CPU 31, an operation input unit 32, a RAM 33, a terminal display unit 34, a storage unit 35, a communication unit 36, and a print unit 37, and each unit is provided. Is connected via bus 38.
The PC 3b is also configured in the same manner as the PC 3a, and the mobile terminals 2a and 2b are also configured in the same manner as the PC 3a except that the print unit 37 is not provided.

The CPU 31, the operation input unit 32, the RAM 33, the terminal display unit 34, the storage unit 35, and the communication unit 36 are the CPU 41 of the server 4, the operation input unit 42, the RAM 43, the server display unit 44, the storage unit 45, and the communication unit 46, respectively. It is the same as the configuration, and the different parts will be mainly described.

The CPU 31 reads out the system program stored in the storage unit 35, expands it into the work area of the RAM 33, and controls each unit according to the system program. Further, the CPU 31 reads the processing program stored in the storage unit 35 and develops it in the work area, and PC3a for management data evaluation processing, management data change determination processing, management data change notification processing, and management support screen update processing, which will be described later. Execute various processes including the process on the side.

The storage unit 35 is composed of an HDD or the like having a magnetic recording medium. The storage unit 35 stores system programs and processing programs executed by the CPU 31, application programs such as a Web browser, and data necessary for executing these programs. The processing program includes a program for executing various processes such as management data evaluation processing, management data change judgment processing, management data change notification processing, and management support screen update processing on the PC3a side, which will be described later. ..

The communication unit 36 communicates with an external device such as a server 4 on the communication network N.
The print unit 37 is composed of an electrophotographic printer, an inkjet printer, or the like, and prints various print information on paper in response to a print instruction input from the CPU 31.

<< Operation of server 4 >>
The server 4 configured as described above performs management data evaluation processing, management data change determination processing, management data change notification processing, and management support screen update processing.

(Management data evaluation processing)
First, the management data evaluation process will be described with reference to FIG. FIG. 6 is a flowchart showing an example of management data evaluation processing. The management data evaluation process is performed when the management data on the last day of the month is stored in the storage unit 45.

As shown in FIG. 6, the CPU 41 of the server 4 acquires the management data of the previous month and the current month from the storage unit 45 (step S101). The management data acquired here is the monthly actual value of each management data as shown in FIG.

Next, the CPU 41 selects unrated management data for this month (step S102). For example, one of "sales", "number of customers", "customer unit price", "purchase", "cost rate", "expense", "personnel cost", "FL ratio", etc. is one that has not been evaluated. Be selected.

Next, the CPU 41 determines whether or not the management data selected in the process of step S102 is superior to the management data of the previous month (step S103). For example, if the selected management data is "sales", it is judged to be superior when the actual value of this month is higher than the actual value of the previous month, and the actual value of this month is less than or equal to the actual value of the previous month. Sometimes it is judged to be not good. Also, for example, if the selected management data is "purchase", it is judged that it is superior when the actual value of this month is lower than the actual value of the previous month, and the actual value of this month is the actual value of the previous month. When it is above, it is judged that it is not excellent.

If it is determined that the selected management data is superior to the previous month's management data (step S103; YES), the CPU 41 determines whether or not the selected management data is superior to the target value (step S104). .. For example, if the selected management data is "sales", it is judged to be superior when the actual value for this month is higher than the target value, and it is not excellent when the actual value for this month is less than or equal to the target value. judge. In addition, for example, when the selected management data is "purchase", it is judged to be excellent when the actual value of this month is lower than the target value, and it is excellent when the actual value of this month is equal to or more than the target value. Judge that it is not.

When it is determined that the selected management data is superior to the target value (step S104; YES), the CPU 41 sets the evaluation of the selected management data as “A” and stores it in the storage unit 45 (step S105). On the other hand, when it is determined that the selected management data is not superior to the target value (step S104; NO), the CPU 41 sets the evaluation of the selected management data as “B” and stores it in the storage unit 45 (step S104; NO). Step S106).

Further, in the process of step S103, if it is determined that the selected management data is not superior to the management data of the previous month (step S103; NO), the CPU 41 is selected as in the process of step S104. It is determined whether or not the management data is superior to the target value (step S107).

When it is determined that the selected management data is superior to the target value (step S107; YES), the CPU 41 sets the evaluation of the selected management data as “C” and stores it in the storage unit 45 (step S108). On the other hand, when it is determined that the selected management data is not superior to the target value (step S107; NO), the CPU 41 sets the evaluation of the selected management data as “D” and stores it in the storage unit 45 (step S107; NO). Step S109).

Next, the CPU 41 determines whether or not there is unrated management data for this month (step S110). If it is determined that there is unrated management data (step S110; YES), the CPU 41 again performs the process of step S102. That is, the CPU 41 repeats the processes of steps S102 to 110 until all the evaluations of the management data for this month are completed. On the other hand, when it is determined that there is no unrated management data (step S110; NO), the CPU 41 ends the management data evaluation process.
As described above, the server 4 performs the management data evaluation process.

(Management data change judgment processing)
Subsequently, the management data change determination process will be described with reference to FIG. 7. FIG. 7 is a flowchart showing an example of the management data change determination process. The management data change determination process is performed every time a predetermined period, for example, one month elapses. That is, the management data change determination process is performed after the management data on the last day of the month is stored in the storage unit 45, and after the management data evaluation process.

As shown in FIG. 7, the CPU 41 acquires the management data for this month from the storage unit 45 for each user (member) who receives the service of the management support system 1, and aggregates this as the current management data. (Step S201). Further, the CPU 41 acquires the management data of the previous month for each user from the storage unit 45, and aggregates this as the previous management data. The management data acquired here are the actual values of the previous month and the current month of each management data as shown in FIG. 3, and their evaluations.

Next, the CPU 41 determines for each user whether or not the aggregated current management data has a predetermined change, for example, a change from "D" to "A" in the evaluation as compared with the previous management data ( Step S202). For example, when the management data table shown in FIG. 3 is stored in the storage unit 45, the evaluation of the previous month (December 2015) is "D" in the "expense" and "personnel cost" of "B store". Since the evaluation of this month (January 2016) is "A", it is judged that there was a change from "D" to "A".

When it is determined that there has been a change from "D" to "A" (step S202; YES), the CPU 41 identifies the user who has the management data in which the change has occurred (step S203). For example, when it is determined that the "expense" and "personnel cost" of "store B" have changed as described above, the user who manages "store B" is specified.

Next, the CPU 41 stores the user identification information indicating the specified user and the current time information acquired by the timekeeping unit 47 in the storage unit 45 (step S204), and ends the management data change determination process.
Further, in the process of step S202, if it is determined that there is no change from "D" to "A", that is, there is no user having management data whose evaluation has changed from "D" to "A" (step S202). ; NO), the CPU 41 omits the processes of steps S203 and S204, and ends the management data change determination process.
As described above, the server 4 performs the management data change determination process.

(Management data change notification processing)
Subsequently, the management data change notification process will be described with reference to FIGS. 8 to 11. FIG. 8 is a diagram showing a daily report entry screen 6 displayed on the terminal display unit 34 of the user terminal and for the user to input a comment as a daily report or the like. FIG. 9 is a diagram showing a part of the daily report entry screen 6 after various information is input, and the input POP data P1 and P2. FIG. 10 is a flowchart showing an example of management data change notification processing. FIG. 11 is a diagram showing a management data change notification screen 7 for notifying that a predetermined change has occurred in the management data together with a questionnaire.

The management data change notification process is performed after the above-mentioned management data evaluation process and management data change determination process, and when a comment is input by a user specified in the management data change determination process. The comment is input from the daily report entry screen 6 displayed on the terminal display unit 34 of the user terminal by the CPU 41 based on the operation information from the user terminal. From the daily report entry screen 6, the user can enter the measures and responses actually taken in daily management as comments, and by checking the content of the comments together with the management data, the management data by the user will be recorded at a later date. It can be easier to consider.

As shown in FIG. 8, the daily report entry screen 6 is composed of an accounting information display area 61, a salary information display area 62, a general evaluation display area 63, and the like. In the accounting information display area 61 and the salary information display area 62, numerical values and the like of management data of "today" and "yesterday" are displayed. Further, in the accounting information display area 61, in addition to the management data, an account linkage button 61a, a receipt unprocessed button 61b, and a ToDo unprocessed button 61c are displayed. When the account linkage button 61a is selected, information such as automatic withdrawal from the account of the user's financial institution with which the management support system 1 is linked can be confirmed. Further, when the receipt unprocessed button 61b is selected, the image data of the receipt taken and saved by the mobile terminals 2a and 2b at the time of product purchase can be confirmed. In addition, when the ToDo unprocessed button 61c is selected, among the operations to be processed using the application program executed by the management support system 1, business settlement, filing, salary payment processing, etc. should be processed at a predetermined time. Or you can check the work that must be processed. The account linkage button 61a, the receipt unprocessed button 61b, and the ToDo unprocessed button 61c are not displayed in the accounting information display area 61 when the confirmation or processing is completed. By displaying these buttons 61a to 61c on the daily report entry screen 6, the user can input a comment while confirming and processing other operations executed by using the management support system 1.

Further, in the general evaluation display area 63, the comment input field 63a for inputting the comment corresponding to the selected date (2016/2/7 in the example shown in FIG. 8) and the comment input in the comment input field 63a Importance input field 63b for selecting importance, rain input field 63c for inputting whether or not it rained on the selected date, additional information for inputting additional information such as image data and POP data. The input field 63d is displayed. The rain input field 63c is displayed in a check box format in order to reduce the input burden on the user, and by checking the rain input field 63c, it is possible to input that it rained on the selected date. Can be done.

On the daily report entry screen 6 displayed on the terminal display unit 34 of the user terminal, the user confirms the management data and enters the comment input field 63a as a comment about the measures and measures taken in the management on the selected date. input. Further, the user sets the importance of the comment input in the comment input field 63a in three stages by the importance input field 63b, and checks the rain input field 63c when it rains on the selected date. If there is image data or POP data related to the comment input in the comment input field 63a, the user selects the additional information input field 63d and inputs the image data or POP data. FIG. 9 shows an example of the general evaluation display area 63 of the daily report entry screen 6 after each information is input.

Further, in the input example shown in FIG. 9, a comment "A POP for sales promotion was created. A dish matching the catch phrase was added to the drink to be sold" was input in the comment input field 63a, and the comment was input in the importance input field 63b. The importance of the comment is entered as "3", and the rain input field 63c is checked. Further, the additional information input field 63d is selected, and for example, the POP data P1 and P2 shown in FIG. 9 are input. Each of the input information is stored in the storage unit 45 and displayed on the user terminal in response to a request from the user terminal.

When the user specified in the management data change determination process inputs a comment on the daily report entry screen 6, the CPU 41 performs the management data change notification process shown in FIG.

Specifically, first, the CPU 41 determines whether or not the management data change notification screen has already been displayed for the user specified in the management data change determination process (step S301). Here, it is determined whether or not the management data change notification screen has been displayed for the change in the management data when the management data of the previous month and the current month are compared, and the management data change notification is sent to the storage unit 45. This is performed based on whether or not information indicating that the screen has been displayed is stored. For example, even if the management data change notification screen is already displayed for the change in management data when comparing the management data of the month before last and the management data of the previous month, the management data of the previous month and this month are compared for the same user. When the management data change notification screen has not been displayed yet, it is determined that the management data change notification screen has not been displayed.

When it is determined that the management data change notification screen has not yet been displayed to the specified user (step S301; NO), the CPU 41 acquires the current time information by the timekeeping unit 47, and the user of the specified user. It is determined whether or not one week or more has passed from the time information when the specific information is stored in the storage unit 45 (step S302).
On the other hand, if it is determined that the management data change notification screen has already been displayed to the specified user (step S301; YES), the CPU 41 omits the processing of steps S302 to S304 and ends the management data change notification processing. do.

When it is determined that one week or more has passed from the time information when the user-specific information is stored in the storage unit 45 (step S302; YES), the CPU 41 displays the management data change notification screen 7 on the terminal display unit 34 of the user terminal. Is displayed (step S303). Therefore, the management data change notification screen 7 is actually displayed next month.
As shown in FIG. 11, the management data change notification screen 7 is popped up on the daily report entry screen 6 described above. The management data change notification screen 7 compares the management data of this month with the management data of the previous month and notifies the user that a predetermined change has occurred. The predetermined change is, for example, directly or indirectly indicating that the evaluation of the management data has changed from "D" to "A". In the example shown in FIG. 11, the management data Is the content to notify that has been significantly improved. Further, on the management data change notification screen 7, a change factor input field 71 and a disclosure availability selection field 72 are displayed as a questionnaire, and a management support screen browsing button 73 is displayed. The change factor input field 71 is a list of comments whose importance information satisfies a predetermined condition, that is, comments having an importance of "3", from the comments input by the user from the daily report entry screen 6 this month. It is displayed. In addition, the change factor input field 71 is displayed in a check box format so that the user can select and input a comment that is considered to be a factor of change in management data or is guessed as the answer content from the comments displayed in the list. There is. A plurality of change factor input fields 71 may be selectable. The disclosure availability selection field 72 selects and inputs whether or not the comment selected and input in the change factor input field 71 can be disclosed to other users (other members) who receive the service of the management support system 1. It is displayed in the form of a check box. When the user selects the management support screen browsing button 73, the CPU 41 displays the management support screen 8, which will be described later, on the terminal display unit 34 of the user terminal. The management support screen 8 is based on the results of a questionnaire obtained from the other users when the evaluation changes from "D" to "A" in the comparison of the past management data of the other users. Reference information, that is, reference information including comments and the like that have been selected and input by the other user in the change factor input field 71 and made publicly available is displayed. Therefore, the management support screen browsing button 73 is displayed on the management data change notification screen 7 as browsing destination information of the reference information.
The management data change notification screen 7 may not be provided with the management support screen browsing button 73, and the above reference information may be displayed directly on the management data change notification screen 7. For example, the management support screen 8 or a part thereof, which will be described later, may be displayed at the bottom of the management data change notification screen 7, that is, below the disclosure availability selection field 72.

In this way, by displaying the management data change notification screen after one week or more has passed, not immediately after the timing when the monthly change has occurred, it is possible for the user to easily look back on the past management data. In addition, by avoiding the busy period at the end of the month or the beginning of the month, it is possible for the user to easily consider the management data.

On the other hand, as shown in FIG. 10, when it is determined that one week or more has not passed from the time information when the user-specific information is stored in the storage unit 45 (step S302; NO), the CPU 41 performs the step S303 and The process of S304 is omitted, and the management data change notification process is terminated.

Next, the CPU 41 stores the comment as the answer information selected and input in the change factor input field 71 and the possibility of disclosure as the disclosure availability information selected and input in the disclosure availability selection field 72 as the questionnaire result. Is stored in (step S304). Further, the CPU 41 stores the information indicating that the management data change notification screen 7 has been displayed for the specified user in the storage unit 45.
As described above, the server 4 performs the management data change notification process.

(Management support screen update process)
Subsequently, the management support screen update process will be described with reference to FIGS. 12 to 14. FIG. 12 is a flowchart showing an example of the management support screen update process. FIG. 13 is a diagram showing a management support screen 8 displayed on the terminal display unit 34 of the user terminal. FIG. 14 is a diagram showing a list display screen 9 displayed on the terminal display unit 34 and displaying a list of answer information.
The management support screen update process is performed at an arbitrary timing.

As shown in FIG. 12, first, the CPU 41 acquires the response information as the questionnaire result and the disclosure availability information input to the management data change notification screen 7 by the user from the storage unit 45 (step S401).

Next, the CPU 41 determines whether or not the acquired public availability information indicates public availability (step S402). When it is determined that the disclosure availability information does not indicate disclosure availability, that is, it is determined that disclosure is not possible (step S402; NO), the CPU 41 omits steps S403 to S405 and ends the management support screen update process.

When it is determined that the disclosure availability information indicates disclosure availability (step S402; YES), the CPU 41 deletes the proper noun from the acquired response information, and stores the response information after deleting the proper noun in the storage unit 45. (Step S403).

Next, the CPU 41 acquires the user information and management data of the user who has input the response information and the disclosure availability information (step S404). The user information acquired here is information within the range in which the anonymity of the user can be sufficiently ensured. For example, the opening time, business type, location, etc. can be mentioned. , Customer unit price, etc. Further, the management data acquired here is the management data of the previous month and the current month when the evaluation is determined to have changed from "D" to "A" in the above-mentioned management data change determination process.

Next, the CPU 41 adds the response information from which the proper noun is deleted in step S403, and the user information and management data acquired in step S404 to the management support screen 8 (step S405).
As described above, the server 4 performs the management support screen update process.

Here, the management support screen 8 is a screen displayed on the terminal display unit 34 of the user terminal at an arbitrary timing in response to a request from the user terminal. For example, as described above, it may be displayed when the management support screen browsing button 73 is selected by the user on the management data change notification screen 7, or it may be managed by the user on the top page of the service of the management support system 1. It may be displayed when browsing of the support screen 8 is selected. As shown in FIG. 13, the management support screen 8 is composed of a management improvement measure display area 81, a success case display area 82, and the like.
In the management improvement measure display area 81, improvement measures and the like that are input in advance and are useful for improving management are displayed.

In the success case display area 82, changes in response information, user information, management data, etc. added in the process of step S405 are displayed. By displaying the user information together with the answer information and the management data, it is confirmed how similar the user who browses the management support screen 8 is to his / her own store or company, and how much it is useful for his / her own management. It is possible to determine whether or not it is possible. For this reason, the success case display area 82 displays the answer information input by another user who has the user information closest to the user who browses the management support screen 8. For example, when displaying the management support screen 8, the CPU 41 identifies and identifies other users who are determined to have similar store management scale to the user who browses the management support screen 8 based on each user information. The answer information input by the other user may be displayed in the success case display area 82. When the user who browses the management support screen 8 selects the number at the bottom of the success case display area 82 or "Next", other answer information is sequentially displayed. Further, in the search area 83, a store genre selection button 831 and a narrowing search button 832 are displayed. When the buttons 831 and 832 are selected by the user who browses the management support screen 8, the desired answer information of the user is displayed in the success case display area 82.

Further, when the list display button 821 of the success case display area 82 is selected by the user who browses the management support screen 8, as shown in FIG. 14, the answer information input and stored by a plurality of users so far is input. The list display screen 9 displayed in a list is displayed on the terminal display unit 34 of the user terminal. On the list display screen 9, answer information is displayed in a list in order of proximity to the user information of the user who browses the list display screen 9. In addition, the management data selection field 91 is displayed on the list display screen 9, and when the user switches to other management data, the answer information regarding the switched other management data is displayed in a list.

<< Technical effect of this embodiment >>
According to the present embodiment, every time a predetermined period elapses, the server 4 aggregates the predetermined management data in the period as the current management data for each member, and the aggregated current management data is the management up to the previous time. It is equipped with a CPU 41 that determines for each user whether or not there is a predetermined change in comparison with the data, and notifies the user who is determined to have the change with a predetermined questionnaire. When the CPU 41 notifies that there has been a change with a questionnaire, the user notifies the management data with reference information based on the results of the questionnaire from another user or the browsing destination information of the reference information. You can use the information about the change for your own management without overlooking the change. In addition, since the questionnaire is notified along with the change in the management data, the user can consider the change in the management data by answering the questionnaire. Furthermore, since reference information based on the results of questionnaires of other users is introduced along with the notification of changes in the management data, the user can use not only the information on the changes in his / her own management data but also the information of other users. It can be useful for management.

In addition, since the reference information is based on the results of a questionnaire obtained from the other user when there has been a predetermined change in the management data in the past, the user can obtain information on the change in his / her own management data. Not only that, information on changes in the management data of other users can also be used for own management.

In addition, the publication availability selection field 72 as a questionnaire is a format in which the response content of the questionnaire is selectively input to other users, and when disclosure is selected, the response content is surveyed. Since it is disclosed to other users as reference information based on the results, information on changes in own management data can be used for the management of other users.

Further, since the change factor input field 71 as a questionnaire is in a format in which the comment input corresponding to the management data is selected as the answer content of the questionnaire, the user can input the answer in the change factor input field 71. , It is possible to easily consider and analyze what is the cause of a predetermined change in management data.

In addition, the importance information indicating the importance of the comment is associated with the comment, and the questionnaire is in a format in which the comment corresponding to the importance information higher than the predetermined importance is selected as the answer content of the change factor input field 71. Therefore, the user can select and answer from the comments with high importance, and can more easily consider and analyze the factors of the predetermined change in the management data.

"others"
The description in the above embodiment is an example of a suitable management support device according to the present invention, and is not limited thereto.

For example, in the above-described embodiment, the server 4 inputs management data, response information, disclosure availability information, comments, and the like via the user terminal, and displays various display screens on the terminal display unit 34 of the user terminal. However, it is not limited to this. For example, management data, response information, disclosure availability information, comments, and the like may be directly input from the operation input unit 42 of the server 4, and various display screens may be displayed on the server display unit 44. Further, the PC 3a is configured to store management data, answer information, disclosure availability information, comments, etc. input from the operation input unit 32 in the storage unit 35, and display various display screens on the terminal display unit 34. It may function as a management support device.

Further, in the above-described embodiment, the management data of this month is compared with the management data or target value of the previous month, and the evaluation is made as "A" to "D" based on the comparison result. The evaluation method of is not limited to this. For example, the evaluation may be further subdivided according to the difference between the management data of this month and the management data or target value of the previous month. Further, for example, the management data of this month may be compared with the average value of the management data of other users of similar industries and scales, and the evaluation may be performed based on the comparison result.

Further, in the above-described embodiment, when the management data of this month is compared with the management data of the previous month and the evaluation is improved from "D" to "A", the management data change notification screen is displayed. It is intended to notify that the change has occurred by displaying it in 7, but the present invention is not limited to this. That is, the two periods to be compared do not have to be on a monthly basis. For example, the management data of this year and the management data of the previous year may be compared, or today's management data and yesterday's management data may be compared. good. In addition, the two periods to be compared do not have to be the latest period. For example, the management data of this month and the management data of the month before the previous month may be compared, and the management data of today and the management data of the date 7 days ago may be compared. May be compared.
Further, the change in the management data does not have to be the change from the evaluation "D" to the evaluation "A". For example, the change from the evaluation "C" or "D" to the evaluation "A" or the evaluation "D". It may be a change from the evaluation "A" or "B". Further, the predetermined change may be a change in the actual value of the management data itself, and may be, for example, a predetermined ratio of the actual value or an increase / decrease in the predetermined value.

Further, in the above-described embodiment, the importance information indicates the importance ranked in three stages according to the user's selection, but is not limited to this. For example, it may be ranked in two stages of important or insignificant, or it may be ranked in four or more stages.

Further, in the above-described embodiment, the rain input field 63c is displayed in the general evaluation display area 63 of the daily report entry screen 6, but the rain input field 63c may not be displayed. Further, instead of the rain input field 63c, for example, a weather input field for inputting the weather may be displayed.

Further, in the above-described embodiment, when a comment or the like is input to the daily report entry screen 6, a predetermined change is made in the management data and a change factor input field 71 or the like as a questionnaire is popped up as a management data change notification screen 7. However, it is not limited to this. For example, even if the management data change notification screen 7 is displayed at a timing other than when a comment or the like is input to the daily report entry screen 6, specifically, when the user browses the top page of the service of the management support system 1. Alternatively, an email having the same content as that of the management data change notification screen 7 may be sent to the user.

Further, in the above-described embodiment, the management data change notification screen 7 indicates that the management data has undergone a predetermined change and that the management data has been significantly improved, but the present invention is limited to this. is not it. For example, it may be possible to directly display that the evaluation of the management data has changed from "D" to "A" from the previous month to this month, or the actual value of the management data that has changed from the previous month to this month can be displayed. It may be displayed.

Further, in the above-described embodiment, the change factor input field 71 is selected and input from the comments displayed in the list. May be.
Further, in the change factor input field 71, comments whose importance information satisfies a predetermined condition, that is, comments having an importance of "3" are displayed in a list, but the present invention is not limited to this. That is, the predetermined conditions may have an importance of "2" or more, or may have an importance of "1" or more. Further, regardless of whether or not the importance information satisfies a predetermined condition, for example, comments including a specific keyword may be listed in the change factor input field 71, and may be displayed in the change factor input field 71 every month. All the entered comments may be listed in the change factor input field 71.

Further, in the above-described embodiment, the response information for which the disclosure availability information can be disclosed is disclosed to all users who receive the service of the management support system 1, but this is limited to this. It's not a thing. For example, the location of the company or store of the user who has entered the response information that can be disclosed may be centered, and the information may not be disclosed to other users whose location of the company or store is within a predetermined distance range. In this case, it may be assumed that the fact is displayed in advance in the disclosure availability selection field 72 of the management data change notification screen 7.

Further, in the above-described embodiment, the management support screen 8 is displayed in response to a request from the user terminal, but the present invention is not limited to this. For example, when the management data is not good for a predetermined period of time, the response information input by another user and made publicly available may be displayed on the user terminal. More specifically, for example, when the evaluation of "sales" is "D" for three consecutive months, a comment entered by another user about "sales" and made public is available at any time. It may be displayed on the user terminal with.

Further, in the above-described embodiment, an example in which a hard disk, a non-volatile memory of a semiconductor, or the like is used as a computer-readable medium for the program according to the present invention has been disclosed, but the present invention is not limited to this example. As another computer-readable medium, a portable recording medium such as a CD-ROM can be applied. A carrier wave is also applied as a medium for providing data of the program according to the present invention via a communication line.

Although some embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and the equivalent scope thereof.
The inventions described in the claims originally attached to the application of this application are added below. The claims in the appendix are as specified in the claims originally attached to the application for this application.
[Additional Notes]
<Claim 1>
A management data aggregation means that aggregates the predetermined management data in the predetermined period as the current management data for each member each time a predetermined period elapses.
A determination means for each member to determine whether or not the current management data aggregated by the management data aggregation means has a predetermined change compared to the previous management data.
A notification means for notifying a member determined by the determination means that the change has occurred with a predetermined questionnaire.
With
The notification means is characterized in that, when notifying that the change has occurred with the questionnaire, it is notified with reference information based on the results of a questionnaire from other members or browsing destination information of the reference information. Management support device.
<Claim 2>
The management support device according to claim 1, wherein the reference information is based on the result of a questionnaire obtained from the other member when the other member has changed in the past.
<Claim 3>
The questionnaire is in a format in which the answer content of the questionnaire is selectively input to the other members, and when disclosure is selected, the answer content is referred to based on the questionnaire result. The management support device according to claim 1 or 2, wherein the information is disclosed to other members.
<Claim 4>
The management support device according to any one of claims 1 to 3, wherein the questionnaire is in a format in which a comment input corresponding to the management data is selected as a response content of the questionnaire.
<Claim 5>
The importance information indicating the importance of the comment is associated with the comment, and the questionnaire is in a format in which the comment corresponding to the importance information having a predetermined importance or higher is selected as the answer content of the questionnaire. The management support device according to claim 4, wherein the management support device is characterized by the above.
<Claim 6>
A management data aggregation method that aggregates predetermined management data,
Of the management data aggregated by the management data aggregation means, a determination means for determining whether or not there is a predetermined change in the first management data and the second management data, and
A notification means for notifying a member who is determined to have the change by the determination means with a predetermined questionnaire that the change has occurred.
With
The notification means is characterized in that, when notifying that the change has occurred with the questionnaire, it is notified with reference information based on the results of a questionnaire from other members or browsing destination information of the reference information. Management support device.
<Claim 7>
The aggregation means aggregates the management data for each predetermined period, the first management data is the management data of the first period, and the second management data is the management data of the second period. 6. The management support device according to claim 6.
<Claim 8>
Computer,
A management data aggregation means that aggregates the predetermined management data in the predetermined period as the current management data for each member every time the predetermined period elapses.
A determination means for each member to determine whether or not the current management data aggregated by the management data aggregation means has a predetermined change compared to the previous management data.
A notification means for notifying a member determined by the determination means that the change has occurred with a predetermined questionnaire.
It is a program to function as
The notification means is characterized in that, when notifying that the change has occurred with the questionnaire, it is notified with reference information based on the results of a questionnaire from another member or browsing destination information of the reference information. Program to be.
<Claim 9>
The program according to claim 8, wherein the reference information is based on the result of a questionnaire obtained from the other member when the other member has changed in the past.
<Claim 10>
Computer,
Management data aggregation means that aggregates predetermined management data,
A determination means for determining whether or not there is a predetermined change in the first management data and the second management data among the management data aggregated by the management data aggregation means.
A notification means for notifying a member who is determined to have the change by the determination means with a predetermined questionnaire that the change has occurred.
It is a program to function as
The notification means is characterized in that, when notifying that the change has occurred with the questionnaire, it is notified with reference information based on the results of a questionnaire from another member or browsing destination information of the reference information. Program to be.

4 server (management support device)
41 CPU (management data aggregation means, judgment means, notification means)

Claims (6)

A management data aggregation means that aggregates the predetermined management data in the first period as the current management data for each member each time the predetermined first period elapses.
A management data evaluation means for determining the evaluation rank for the current management data by evaluating the current management data based on the difference from a predetermined index.
A determination means for determining whether or not there is a predetermined change in the evaluation rank due to the newly aggregated management data of this time, and a determination means for each member.
For a member who is determined to have had the change by the determination means, the member records in advance that the change has occurred in association with the management data of the present time, which is newly aggregated. Notification means to notify with the prescribed first comment information
With
The index is past management data, management data of other members, or preset target values.
The management data is financial data and
When the notification means notifies that the change has occurred together with the predetermined first comment information, the second comment collected from another member who has experienced the change in the evaluation rank as further reference information. The second comment information recorded by the other member in association with the change, or the browsing destination information of the second comment information, is notified together with the information.
A management support device characterized by this. When the notification means notifies that the change has occurred with the predetermined first comment information, the notification means notifies the change with a questionnaire requesting an answer about the cause of the change, and also provides the predetermined first comment information. Notify as a candidate for answering the questionnaire,
The management support device according to claim 1. The questionnaire is in a format in which the answer content of the questionnaire is selectively input to the other members, and when disclosure is selected, the answer content is based on the result of the questionnaire. For reference, disclose to other members,
The management support device according to claim 2. The predetermined first comment information is of a predetermined level or higher in importance among the first comment information recorded in advance by the member in association with the management data of the present time to be newly aggregated. This is the first comment information recorded in association with each other in advance.
The management support device according to any one of claims 1 to 3, wherein the management support device is characterized by the above. A requesting means for requesting the member to input a comment for associating with the second period for each second period shorter than the first period is provided.
The notification means notifies the comment input by the member in response to the request by the request means as the first comment information.
The management support device according to any one of claims 1 to 4, wherein the management support device is characterized by the above. Computer,
A management data aggregation means that aggregates the predetermined management data in the first period as the current management data for each member every time the predetermined first period elapses.
A management data evaluation means that determines the evaluation rank for the current management data by evaluating the current management data based on the difference from a predetermined index.
A determination means for each member to determine whether or not there has been a predetermined change in the evaluation rank due to the newly aggregated management data of this time.
For a member who is determined to have had the change by the determination means, the member records in advance that the change has occurred in association with the management data of the present time, which is newly aggregated. Notification means to notify with the prescribed first comment information
To function as
The index is past management data, management data of other members, or preset target values.
The management data is financial data and
When the notification means notifies that the change has occurred together with the predetermined first comment information, the second comment collected from another member who has experienced the change in the evaluation rank as further reference information. The second comment information recorded by the other member in association with the change, or the browsing destination information of the second comment information, is notified together with the information.
A program characterized by that.

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