Document automatic transmission method based on ERP system

Abstract

The invention relates to the technical field of information processing, and discloses an ERP (Enterprise Resource Planning) system-based document automatic transmission method, which comprises the following steps of: 1, based on an ERP system, establishing an online data collection module, a user interface and self-service learning module, a user interface calculation module, an ERP system evaluation module and an ERP system management module; step 2, historical user demand collection, new demand collection and receipt type and management problem collection are carried out in an online data collection module; 3, designing an interactive course, a simulation operation and a self-service guide in the user interface and self-service learning module, and designing a plurality of query modes; 4, performing data calculation in a user interface calculation module; 5, the ERP system evaluation module summarizes the results of all the calculation formulas, and comprehensively evaluates the performance and the user satisfaction of the user interface and the self-service learning module; and step 6, the ERP system management module formulates and executes rectification measures according to an evaluation result.

Description

Technical Field

[0001] The present invention relates to the technical field of information processing, and in particular to an automatic document transmission method based on an ERP system. Background Art

[0002] In the implementation and application of traditional ERP systems, low user acceptance has always been a problem that has troubled many companies. ERP systems usually involve complex functional modules and operating procedures, which leads to great challenges for users during use. Due to the unfriendly interface design of the ERP system, information-intensive and difficult navigation, it is difficult for users to quickly find the required functions, which increases the difficulty of use. In addition, the operating procedures of the ERP system are cumbersome, and users need to follow the complex procedures preset by the system to operate, which is prone to errors. These factors work together to make some employees resist the ERP system, unwilling to use it or unable to fully utilize the system functions, thus affecting the effective application of the system.

[0003] In addition to the above problems, there are many types of existing documents, which are difficult to query, inconvenient to manage and store, and easy to miss. It is difficult for managers to make reasonable arrangements for production based on various documents, and it is also difficult for users to effectively query information based on documents. These problems further aggravate the application difficulties of ERP systems, making enterprises face more challenges and difficulties in implementing ERP systems. Summary of the invention

[0004] 1. Technical issues to be resolved In view of the deficiencies in the prior art, the present invention provides an automatic document transmission method based on an ERP system, which has the advantages of simple query of a wide variety of documents and high user acceptance, solving the problems of difficult query of a wide variety of documents and low user acceptance in traditional ERP systems.

[0005] (II) Technical solution To achieve the above object, the present invention provides the following technical solution: a method for automatic document transmission based on an ERP system, comprising the following steps: Step 1: Based on the ERP system, establish an online data collection module, a user interface and self-learning module, a user interface calculation module, an ERP system evaluation module, and an ERP system management module; Step 2: Collect historical user requirements, new requirements, document types and management problems in the online data collection module; Step 3: Design interactive tutorials, simulated operations, and self-service guides in the user interface and self-service learning modules, and design multiple query modes; Step 4: Perform data calculation in the user interface calculation module; Step 5: The ERP system evaluation module summarizes the results of the above calculations and comprehensively evaluates the performance and user satisfaction of the user interface and self-service learning module; Step 6: The ERP system management module formulates and implements corrective measures based on the evaluation results.

[0006] Preferably, the online data collection module includes a historical online user demand collection unit, an online new demand collection unit and a document type collection unit. The historical online user demand collection unit collects user historical demand data through online questionnaires, user feedback forms and historical data analysis methods. The online new demand collection unit sets a real-time feedback mechanism to obtain user online new demand data through online chat and feedback buttons. The document type collection unit obtains document type collection data through document usage records, user feedback and document management problem reports. The historical online user demand collection unit, the online new demand collection unit and the document type collection unit are connected to the user interface computing module through a network.

[0007] Preferably, the user interface calculation module includes a self-service function analysis unit, an online feedback analysis unit and a query difficulty analysis unit. The self-service function analysis unit calculates the utility of the self-service function based on the user's historical demand data and the user's online new demand data. The online feedback analysis unit calculates the reaction response efficiency based on the user's online new demand data The query difficulty analysis unit collects data based on the document type and calculates the query difficulty index. The self-service function analysis unit, the online feedback analysis unit and the query difficulty analysis unit are connected to the ERP system evaluation module through a network.

[0008] Preferably, the online user demand collection unit numbers the time originally required to complete the task and the number of originally determined displays according to the characteristics of the user's historical demand data, and the time originally required to complete the task and the number of originally determined displays are numbered as , .

[0009] Preferably, the online new demand collection unit numbers the time required to complete the task after improvement, the number of new confirmation clicks, the number of resolved feedbacks on the online new demands of the user interface, the total number of online new demands feedbacks of the user interface, the average response time of the user interface self-service learning module and the new demand response time of the user interface self-service learning module according to the characteristics of the user's online new demand data. The time required to complete the task after improvement and the number of new confirmation clicks are numbered as , The number of resolved feedbacks on the online new requirements of the user interface, the total number of feedbacks on the online new requirements of the user interface, the average response time of the user interface self-service learning module and the response time of the new requirements of the user interface self-service learning module are numbered respectively. , , , .

[0010] Preferably, the document type collection unit collects the number of failed query times for the document type in the self-service, the total number of query times for the document type in the self-service, the average query time for the document type in the self-service, and the query time for the target document type in the self-service according to the document type collection data characteristics, and the number of failed query times for the document type in the self-service, the total number of query times for the document type in the self-service, the average query time for the document type in the self-service, and the query time for the target document type in the self-service are numbered as follows: , , , .

[0011] Preferably, the self-service function analysis unit calculates the utility of the self-service function based on the user's historical demand data and the user's online new demand data. , and its calculation formula is:

[0012] In the formula, represents the utility of self-help function, Indicates the original time required to complete the task. Indicates the time required to complete the task after improvement, represents the reduction rate of task completion time, Indicates the number of newly added confirmed clicks. represents the original confirmed number of impressions. Indicates click rate, Indicates the number of errors, Indicates the total number, Indicates the error rate.

[0013] Preferably, the online feedback analysis unit calculates the reaction response efficiency based on the user's online new demand data , and its calculation formula is:

[0014] In the formula, represents the reaction efficiency, Indicates the number of feedbacks on the user interface online new requirements that have been resolved. Indicates the total number of new online requirements feedback for the user interface. represents the average response time of the user interface self-learning module, Indicates the response time for new requests in the user interface self-learning module.

[0015] Preferably, the query difficulty analysis unit collects data according to the document type and calculates the query difficulty index , and its calculation formula is:

[0016] In the formula, Indicates the query difficulty index, Indicates the number of failed query attempts for document types in self-service. Indicates the total number of document type queries in self-service. Indicates the average query time of document types in self-service. Indicates the query time of document target type in self-service.

[0017] Preferably, the ERP system evaluation module is based on the self-service function utility , evaluate the performance in the user interface and self-learning modules, and the ERP system management module optimizes the user interface design, provides more intuitive navigation, enhances the user friendliness of the system, and improves the document management function according to the evaluation results; The ERP system evaluation module is based on the response efficiency Evaluate user satisfaction with the user interface and the self-service learning module. The ERP system management module optimizes the interface design, increases the response speed, improves the self-service learning module, and enhances module performance based on the evaluation results; The ERP system evaluation module is based on the query difficulty index The difficulty level encountered by the user during the query process is measured, and the ERP system management module switches the query mode according to the evaluation result.

[0018] Compared with the prior art, the present invention provides an automatic document transmission method based on the ERP system, which has the following beneficial effects: 1. The present invention calculates the utility of the self-help function , the ERP system evaluation module can be used through the self-service function utility The values ​​of the self-service function are then used to analyze the efficiency and satisfaction of users when using the self-service and learning modules, including the speed at which users complete tasks, the error rate, and the indicators of user feedback. When the efficiency of self-service learning is low, the ERP system management module will enhance the self-service function by adding automated document processing, real-time data update, document review mechanism and document traceability measures. Such an assessment will help identify the strengths and weaknesses in the user interface and self-service learning module, and provide a basis for subsequent improvements.

[0019] 2. The present invention calculates the reaction response efficiency , the ERP system evaluation module will respond based on the response efficiency The numerical value is used to measure the responsiveness of the user interface and the effectiveness of the self-learning module, including evaluating the system response time, that is, the time from the user's request to the system response. When the utilization rate is low, the ERP system management module will automatically adjust system parameters such as cache size and number of concurrent users according to the evaluation results, update system patches and clean up useless data, so as to optimize the interface design. At the same time, by analyzing user feedback and system performance data, the ERP system management module will automatically improve the self-service learning module to make it more intuitive and easy to use, and provide better user guidance and support.

[0020] 3. The present invention calculates the query difficulty index , effectively measure the degree of difficulty encountered by users in the query process, help enterprises identify and improve the deficiencies of the system interface and self-service learning modules, and improve user experience. According to the evaluation results, since a variety of query modes are designed in the user interface and self-service learning modules, the ERP system management module can switch query modes and introduce intelligent search, category navigation and personalized settings in the modes, so that users can complete query tasks more efficiently, improve work efficiency, and solve the problem of difficulty in querying a wide variety of documents in traditional ERP systems. BRIEF DESCRIPTION OF THE DRAWINGS

[0021] Figure 1 The figure is a flow chart of the method of the present invention. DETAILED DESCRIPTION

[0022] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0023] See also Figure 1 The document automatic transmission method based on the ERP system includes the following steps: Step 1: Based on the ERP system, establish online data collection module, user interface and self-learning module, user interface calculation module, ERP system evaluation module and ERP system management module. By establishing the above modules, it can ensure that the ERP system fully covers the key links of user demand collection, user experience optimization, data calculation, system evaluation and problem rectification, thereby improving the comprehensiveness and responsiveness of the system; Step 2: Collect historical user needs, new needs, document types and management problems in the online data collection module, which helps to gain a deeper understanding of users' actual needs and pain points, provide data support for subsequent module optimization, and enhance the adaptability of the system; Step 3: Design interactive tutorials, simulated operations, and self-service guides in the user interface and self-service learning modules, and design multiple query modes (provide user self-service and learning resources to improve user understanding and acceptance of the system), which will help improve user learning efficiency and operational proficiency, reduce dependence on technical support, and provide multiple query modes to meet the personalized needs of different users and improve user experience; Step 4: Perform data calculation in the user interface calculation module to monitor and analyze user behavior in real time, and then analyze system performance, provide a scientific basis for module optimization, and improve the response speed of the entire system; Step 5: The ERP system evaluation module summarizes the results of the above calculation formulas, comprehensively evaluates the performance and user satisfaction of the user interface and self-service learning modules, and can timely identify problems and improvement points to ensure continuous improvement of the system; Step 6. The ERP system management module formulates and implements corrective measures based on the evaluation results, including interface optimization, process simplification and function enhancement of the user interface and self-service learning module, which can ensure that the ERP system continues to adapt to changes in user needs and improve the system's flexibility and user satisfaction. Interface optimization, process simplification and function enhancement are used to improve the system's ease of use and efficiency and reduce the operational burden on online users.

[0024] The online data collection module includes a historical online user demand collection unit, an online new demand collection unit and a document type collection unit. The historical online user demand collection unit collects and analyzes users' historical demands and feedback on the ERP system. The historical online user demand collection unit collects users' historical demand data through online questionnaires, user feedback forms and historical data analysis methods. The online new demand collection unit collects users' new demands and suggestions during use in real time. The online new demand collection unit sets up a real-time feedback mechanism to obtain users' online new demand data through online chat and feedback buttons. The document type collection unit collects and manages the document types used in the ERP system to optimize document management. The document type collection unit obtains document type collection data through document usage records, user feedback and document management problem reports. The historical online user demand collection unit, the online new demand collection unit and the document type collection unit are connected to the user interface computing module through the network.

[0025] The user interface calculation module includes a self-service function analysis unit, an online feedback analysis unit, and a query difficulty analysis unit. The self-service function analysis unit calculates the utility of the self-service function based on the user's historical demand data and the user's online new demand data. The online feedback analysis unit calculates the response efficiency based on the user's online new demand data The query difficulty analysis unit collects data based on the document type and calculates the query difficulty index. ,The self-service function analysis unit, the online feedback analysis unit and the query difficulty analysis unit are connected with the ERP system evaluation module through the network.

[0026] The online user demand collection unit numbers the time required to originally complete the task and the number of originally determined displays according to the characteristics of the user's historical demand data. The time required to originally complete the task and the number of originally determined displays are numbered as , .

[0027] The online new demand collection unit numbers the time required to complete the task after improvement, the number of new confirmation clicks, the number of solved feedbacks of online new demands of the user interface, the total number of online new demands feedback of the user interface, the average response time of the user interface self-service learning module, and the new demand response time of the user interface self-service learning module according to the characteristics of the user's online new demand data. The time required to complete the task after improvement and the number of new confirmation clicks are numbered as follows: , The number of user interface online new requirements that have been resolved, the total number of user interface online new requirements feedback, the average response time of the user interface self-service learning module, and the new requirements response time of the user interface self-service learning module are numbered respectively. , , , .

[0028] The document type collection unit collects the number of failed query times for document types in self-service, the total number of query times for document types in self-service, the average query time for document types in self-service, and the query time for target document types in self-service according to the document type collection data characteristics. The number of failed query times for document types in self-service, the total number of query times for document types in self-service, the average query time for document types in self-service, and the query time for target document types in self-service are numbered respectively. , , , .

[0029] The self-service function analysis unit calculates the utility of the self-service function based on the user's historical demand data and the user's online new demand data , and its calculation formula is:

[0030] In the formula, represents the utility of self-help function, Indicates the original time required to complete the task. Indicates the time required to complete the task after improvement, represents the reduction rate of task completion time, Indicates the number of newly added confirmed clicks. represents the original confirmed number of impressions. Indicates click rate, Indicates the number of errors. The number of errors refers to the number of times errors occur in a process. Indicates the total number, which refers to the total number of items or behaviors involved in the process. Indicates the error rate.

[0031] Advantages: By calculating the utility of the self-help function , the ERP system evaluation module can be used through the self-service function utility The values ​​of the self-service function are then used to analyze the efficiency and satisfaction of users when using the self-service and learning modules, including the speed at which users complete tasks, the error rate, and the indicators of user feedback. When the efficiency of self-service learning is low, the ERP system management module will enhance the self-service function by adding automated document processing, real-time data update, document review mechanism and document traceability measures. Such an assessment will help identify the strengths and weaknesses in the user interface and self-service learning module, and provide a basis for subsequent improvements.

[0032] The online feedback analysis unit calculates the response efficiency based on the user's online new demand data , and its calculation formula is:

[0033] In the formula, represents the reaction efficiency, Indicates the number of feedbacks on the user interface online new requirements that have been resolved. Indicates the total number of new online requirements feedback for the user interface. Represents the average response time of the user interface self-service learning module. The average response time is the total time required for the module to process all transactions divided by the total number of transactions. It indicates the new demand response time of the user interface self-service learning module. The target response time is the optimal response time expected to be achieved during module design.

[0034] Advantages: By calculating the reaction response efficiency , the ERP system evaluation module will respond based on the response efficiency The numerical value is used to measure the responsiveness of the user interface and the effectiveness of the self-learning module, including evaluating the system response time, that is, the time from the user's request to the system response. When the utilization rate is low, the ERP system management module will automatically adjust system parameters such as cache size and number of concurrent users according to the evaluation results, update system patches and clean up useless data, so as to optimize the interface design. At the same time, by analyzing user feedback and system performance data, the ERP system management module will automatically improve the self-service learning module to make it more intuitive and easy to use, and provide better user guidance and support.

[0035] The query difficulty analysis unit collects data based on the document type and calculates the query difficulty index. , and its calculation formula is:

[0036] In the formula, Indicates the query difficulty index, Indicates the number of failed query attempts for document types in self-service. Indicates the total number of document type queries in self-service. Indicates the average query time of document types in self-service. Indicates the query time of document target type in self-service.

[0037] Advantages: By calculating the query difficulty index , effectively measure the degree of difficulty encountered by users in the query process, help enterprises identify and improve the deficiencies of the system interface and self-service learning modules, and improve user experience. According to the evaluation results, since a variety of query modes are designed in the user interface and self-service learning modules, the ERP system management module can switch query modes and introduce intelligent search, category navigation and personalized settings in the modes, so that users can complete query tasks more efficiently, improve work efficiency, and solve the problem of difficulty in querying a wide variety of documents in traditional ERP systems.

[0038] ERP system evaluation module based on the effectiveness of self-service functions , evaluate the performance in the user interface and self-learning modules. Based on the evaluation results, the ERP system management module optimized the user interface design, provided more intuitive navigation, enhanced the user friendliness of the system, and improved the document management function to solve the problem of low user acceptance; ERP system evaluation module based on response efficiency Evaluate user satisfaction with the user interface and self-service learning module. Based on the evaluation results, the ERP system management module optimizes the interface design, improves the response speed, improves the self-service learning module, and enhances module performance to solve the problem of low user acceptance. ERP system evaluation module based on query difficulty index Measure the degree of difficulty encountered by users during the query process, help enterprises identify and improve the deficiencies of the system interface and self-service learning modules, and improve user experience. The ERP system management module switches the query mode based on the evaluation results, introduces intelligent search, category navigation and personalized settings, so that users can complete query tasks more efficiently, improve work efficiency, and solve the problem of difficulty in querying a wide variety of documents in traditional ERP systems.

[0039] Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that various changes, modifications, substitutions and variations may be made to the embodiments without departing from the principles and spirit of the present invention, and that the scope of the present invention is defined by the appended claims and their equivalents.

Claims

1. The document automatic transmission method based on ERP system is characterized by: The following steps are involved: Step 1: Based on the ERP system, establish an online data collection module, a user interface and self-learning module, a user interface calculation module, an ERP system evaluation module, and an ERP system management module; Step 2: Collect historical user requirements, new requirements, document types and management problems in the online data collection module; Step 3: Design interactive tutorials, simulated operations, and self-service guides in the user interface and self-service learning modules, and design multiple query modes; Step 4: Perform data calculation in the user interface calculation module; Step 5: The ERP system evaluation module summarizes the results of the above calculations and comprehensively evaluates the performance and user satisfaction of the user interface and self-service learning module; Step 6: The ERP system management module formulates and implements corrective measures based on the evaluation results.

2. The method for automatic document transmission based on the ERP system according to claim 1, characterized in that: The online data collection module includes a historical online user demand collection unit, an online new demand collection unit and a document type collection unit. The historical online user demand collection unit collects user historical demand data through online questionnaires, user feedback forms and historical data analysis methods. The online new demand collection unit sets a real-time feedback mechanism to obtain user online new demand data through online chat and feedback buttons. The document type collection unit obtains document type collection data through document usage records, user feedback and document management problem reports. The historical online user demand collection unit, the online new demand collection unit and the document type collection unit are connected to the user interface computing module through a network.

3. The method for automatic document transmission based on the ERP system according to claim 2 is characterized in that: The user interface calculation module includes a self-service function analysis unit, an online feedback analysis unit and a query difficulty analysis unit. The self-service function analysis unit calculates the utility of the self-service function based on the user's historical demand data and the user's online new demand data. The online feedback analysis unit calculates the reaction response efficiency based on the user's online new demand data The query difficulty analysis unit collects data based on the document type and calculates the query difficulty index. The self-service function analysis unit, the online feedback analysis unit and the query difficulty analysis unit are connected to the ERP system evaluation module through a network.

4. The method for automatic document transmission based on the ERP system according to claim 2 is characterized in that: The online user demand collection unit numbers the time originally required to complete the task and the number of originally determined displays according to the characteristics of the user's historical demand data. The time originally required to complete the task and the number of originally determined displays are numbered as , .

5. The method for automatic document transmission based on the ERP system according to claim 2 is characterized in that: The online new demand collection unit numbers the time required to complete the task after improvement, the number of new confirmation clicks, the number of feedbacks on the online new demands of the user interface that have been resolved, the total number of feedbacks on the online new demands of the user interface, the average response time of the user interface self-service learning module, and the new demand response time of the user interface self-service learning module according to the characteristics of the user's online new demand data. The time required to complete the task after improvement and the number of new confirmation clicks are numbered as follows: , The number of resolved feedbacks on the online new requirements of the user interface, the total number of feedbacks on the online new requirements of the user interface, the average response time of the user interface self-service learning module and the response time of the new requirements of the user interface self-service learning module are numbered respectively. , , , .

6. The method for automatic document transmission based on the ERP system according to claim 2, characterized in that: The document type collection unit collects the number of failed query times for the document type in the self-service, the total number of query times for the document type in the self-service, the average query time for the document type in the self-service, and the query time for the target document type in the self-service according to the document type collection data characteristics, and the number of failed query times for the document type in the self-service, the total number of query times for the document type in the self-service, the average query time for the document type in the self-service, and the query time for the target document type in the self-service are numbered as follows: , , , .

7. The method for automatic document transmission based on the ERP system according to claim 3 is characterized by: The self-service function analysis unit calculates the utility of the self-service function based on the user's historical demand data and the user's online newly added demand data , and its calculation formula is: ； In the formula, represents the utility of self-help function, Indicates the original time required to complete the task. Indicates the time required to complete the task after improvement, represents the reduction rate of task completion time, Indicates the number of newly added confirmed clicks. represents the original confirmed number of impressions. Indicates the click rate, Indicates the number of errors, Indicates the total number, Indicates the error rate.

8. The method for automatic document transmission based on the ERP system according to claim 3 is characterized by: The online feedback analysis unit calculates the reaction response efficiency based on the user's online new demand data , and its calculation formula is: ； In the formula, represents the reaction efficiency, Indicates the number of feedbacks on the user interface online new requirements that have been resolved. Indicates the total number of new online requirements feedback for the user interface. represents the average response time of the user interface self-learning module, Indicates the response time for new requests in the user interface self-learning module.

9. The method for automatic document transmission based on the ERP system according to claim 3 is characterized by: The query difficulty analysis unit collects data based on the document type and calculates the query difficulty index , and its calculation formula is: ； In the formula, Indicates the query difficulty index, Indicates the number of failed query attempts for document types in self-service. Indicates the total number of document type queries in self-service. Indicates the average query time of document types in self-service. Indicates the query time of document target type in self-service.

10. The method for automatic document transmission based on the ERP system according to claim 9, characterized in that: The ERP system evaluation module is based on the self-service function utility , evaluate the performance in the user interface and self-learning modules, and the ERP system management module optimizes the user interface design, provides more intuitive navigation, enhances the user friendliness of the system, and improves the document management function according to the evaluation results; The ERP system evaluation module is based on the response efficiency Evaluate user satisfaction with the user interface and the self-service learning module. The ERP system management module optimizes the interface design, increases the response speed, improves the self-service learning module, and enhances module performance based on the evaluation results; The ERP system evaluation module is based on the query difficulty index The difficulty level encountered by the user during the query process is measured, and the ERP system management module switches the query mode according to the evaluation result.

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