Support equipment and programs for business concept studies
The support device uses a generation AI to break down sales targets into components and generate action plans, addressing the lack of human deductive thinking in existing systems, ensuring feasible business plans by refining and achieving sales goals through loop processing and KPI evaluation.
Patent Information
- Application Number
- JP2025114901
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2025-07-08
- Publication Date
- 2025-09-12
- Estimated Expiration
- 2045-07-08
AI Technical Summary
Existing business planning systems, such as Patent Document 1, primarily focus on evaluating employee-related data and sales, lacking support for human deductive thinking in considering broader business concepts and sales variability, which can lead to inconsistent profit and loss plans due to unforeseen sales fluctuations.
A support device utilizing a generation AI that breaks down sales targets into elements like average customer spending, number of customers, and execution ability, generating action plans to fill gaps between targets and current sales, with loop control and KPI evaluation to refine and achieve sales goals.
The system assists in structurally and realistically breaking down sales targets, promoting feasible business projects by logically expanding from overall goals to components, enabling users to conceive and execute feasible measures through deductive thinking and action corrections.
Smart Images

Figure 0007738309000001_ABST
Abstract
Description
[Technical Field]
[0001] The present invention relates to a support device and a program for business concept consideration. [Background technology]
[0002] A profit and loss plan (P / L) is prepared for a proposed business, and the business is advanced according to that plan. However, sales in the P / L are the most uncertain variables. If sales are lower than expected, there is a risk that the overall P / L will become inconsistent. In fact, in business operations, it is not uncommon for actual sales to diverge from the initial forecast. Such differences can undermine the feasibility of the entire strategy. For this reason, there is a need for support measures to make business plans more feasible.
[0003] With regard to support means for making business plans more feasible, Patent Document 1 discloses an evaluation system comprising: a reception unit that receives designation of business data and which variable among a plurality of variables in the business data is to be used as a target variable; a statistical value calculation unit that calculates a fluctuation range that indicates the degree of fluctuation in the value of time-series data that is the target variable over a predetermined period; a regression equation creation unit that creates a regression equation based on the target variable over the predetermined period and explanatory variables that are variables in the business data that are correlated with the target variable when the fluctuation range is greater than a predetermined fluctuation range threshold; and a display unit that displays the regression equation on a display device.
[0004] Patent Document 1 lists management indicators (e.g., sales), work productivity, and product performance variations as objective variables. In addition, Patent Document 1 lists data related to employee work, data related to communication between employees, data on employee IDs, job titles, and gender, sales data, and data related to work efficiency (e.g., number of work items) as variables related to business data.
[0005] The technology of Patent Document 1 makes it easier to evaluate, before the implementation of the data analysis system, whether measures proposed by the data analysis system will have an effect of improving the objective variables, which are indicators of performance specified by the customer, and to display information such as the objective variables that have received high evaluations and the explanatory variables that have a high correlation with the objective variables during the period when they received high evaluations. [Prior art documents] [Patent documents]
[0006] [Patent Document 1] Patent No. 6326510 Summary of the Invention [Problem to be solved by the invention]
[0007] However, Patent Document 1 is an evaluation system that creates and displays a regression equation based on explanatory variables corresponding to employee-related business data. Therefore, Patent Document 1 can only evaluate the effect of improvement based on an inductive procedure relating employee-related business data and sales. Therefore, Patent Document 1 has room for further improvement in terms of supporting human deductive thinking in considering business ideas.
[0008] The present invention has been made to solve the above-mentioned problems of the prior art, and aims to provide a technical means for assisting human deductive thinking in examining business concepts. [Means for solving the problem]
[0009] As a result of intensive research into solving the above-mentioned problems, the inventors have found that the above-mentioned problems can be solved by providing a generation AI with a sales syntax that breaks down sales targets into elements including average customer spending, number of customers, purchase frequency, and execution ability, and having the generation AI generate an action plan based on this sales syntax, or by other technical means. The inventors have then completed the present invention. Specifically, the present invention provides the following:
[0010] A first aspect of the present invention provides a support device for considering business plans, comprising: a syntax input unit that inputs a sales syntax related to supporting a business plan into a generation AI; a gap measurement unit that measures the gap between the sales target related to the business plan and current sales; and an AI support unit that causes the generation AI to generate an action plan to fill the gap, wherein the syntax input unit inputs a sales syntax that breaks down the sales target into elements including average customer spending, number of customers, purchasing frequency, and execution ability into the generation AI, and the AI support unit generates an action plan including goals related to average customer spending, number of customers, purchasing frequency, and execution ability based on the sales syntax.
[0011] In this invention, the AI support unit causes the generation AI to generate an action plan to fill the measured gap based on the sales syntax input by the syntax input unit and the gap measured by the gap measurement unit. More specifically, the AI support unit breaks down the sales target (e.g., the sales target in a future profit and loss plan (P / L) three years from now) into its components - unit price, number of customers, purchase frequency, and execution ability - based on the sales syntax, and generates an action plan including targets related to these. In other words, this invention generates an action plan through a deductive procedure of breaking down the sales target into its components based on the sales syntax.
[0012] As a result, the invention breaks down overall sales targets realistically and structurally, helping users who are considering business concepts to promote highly feasible projects on a portfolio-by-portfolio basis. In other words, the invention is expected to help users understand the relationship between each element of the sales syntax and the overall goal through an action plan. With this configuration, the invention is expected to help users logically expand from the overall picture to each component, based on the abstract structure of the sales syntax, and help them conceive feasible measures.
[0013] Therefore, the invention according to the first aspect can provide a technical means for assisting human deductive thinking in considering business ideas.
[0014] A second aspect of the present invention is the invention of the first aspect, which provides an assistance device further comprising a loop control unit that instructs the AI assistance unit to regenerate the action plan if the action plan fails to achieve the sales target.
[0015] In this invention, the loop control unit regenerates the action plan until it becomes an action plan that can achieve the sales target. In other words, this invention is expected to provide a more refined and feasible action plan by performing loop processing that promotes self-evolution of the action plan related to the sales syntax before providing the action plan.
[0016] Therefore, the invention according to the second aspect can provide a technical means for assisting human deductive thinking in considering business ideas.
[0017] A third aspect of the present invention is the invention of the second aspect, further comprising a KPI evaluation unit that acquires results related to the action plan and, if the results do not reach the target, instructs the AI support unit to generate an additional plan to fill the gap with the target, and the KPI evaluation unit acquires results related to sales, average customer spending, number of customers, purchase frequency, and execution ability. Provide support devices.
[0018] In this invention, the KPI evaluation unit acquires results related to sales, average customer spending, number of customers, purchase frequency, and execution ability. If these results do not reach the goals related to the action plan generated by the AI support unit, the generation AI generates an additional plan to fill the gap with the goals.
[0019] In other words, this invention identifies discrepancies (gaps) between actual results and forecasts, and enables action corrections through additional plans by generative AI for each gap in sales, average customer spending, number of customers, purchase frequency, and execution ability. This helps users to promote more feasible businesses, including action corrections based on actual results.
[0020] Therefore, the invention according to the third aspect can provide a technical means for assisting human deductive thinking in considering business ideas.
[0021] A fourth aspect of the present invention is the third aspect of the invention, wherein the syntax input unit further inputs a syntax that breaks down the execution capability into elements including suitability for sales targets, appeal of the value provided, resource endowment, and operational execution capability; the AI support unit generates an action plan based on the execution capability syntax, further including execution capability targets related to suitability for sales targets, appeal of the value provided, resource endowment, and operational execution capability; and the KPI evaluation unit obtains execution capability results, which are outcomes related to the execution capability targets, and further instructs the generation of an action plan that closes the gap between the execution capability results and the execution capability targets.
[0022] In this invention, based on the syntax related to execution ability input by the syntax input unit, the AI support unit further breaks down execution ability, which is a component of sales targets, into elements including suitability for sales target, appeal of value proposition, resource availability, and operational execution ability, and causes the generation AI to generate an action plan further including execution ability targets related to these. Also, in this invention, the KPI evaluation unit causes the generation AI to generate an action plan that closes the gap between the results and targets related to execution ability.
[0023] As a result, the invention realistically and structurally breaks down overall sales targets, including the elements that make up the execution capabilities related to business implementation, and supports users considering business concepts in promoting more feasible business projects on a portfolio basis. Users can receive support in execution plans related to execution capabilities, such as selecting sales targets, improving products to suit sales targets, measures to enhance the appeal of the value proposition, consideration of resource allocation, and consideration of measures to optimize operational execution capabilities.
[0024] Therefore, the invention according to the fourth aspect can provide a technical means for assisting human deductive thinking in considering business ideas.
[0025] The fifth feature of the present invention is the third or fourth feature of the invention, and provides a support device in which the AI support unit causes the generation AI to generate an action plan including intermediate goals at one or more time points, the KPI evaluation unit obtains intermediate results that are outcomes related to the intermediate goals, and the loop control unit instructs the AI support unit to generate an intermediate addition plan that fills the gap between the intermediate results and the intermediate goals.
[0026] This invention provides an action plan that includes intermediate goals to help users promote their business with greater feasibility. Furthermore, this invention also provides an additional plan to fill the gap between intermediate results and intermediate goals, allowing users to adjust their actions even at intermediate goals. This helps users promote their business with even greater feasibility, including adjusting their actions based on actual results at each point until the goal is achieved.
[0027] Therefore, the invention according to the fifth aspect can provide a technical means for assisting human deductive thinking in considering business ideas.
[0028] A sixth aspect of the present invention provides a support device according to the fifth aspect of the present invention, further comprising an execution support unit that presents the action plan and its schedule.
[0029] The present invention further comprises an execution support unit that presents an action plan and schedule related to the intermediate goal. In other words, the present invention provides a technical means for presenting action instructions generated by the generation AI and supporting the management of their execution and progress. This helps the user to promote a highly feasible business, including the execution of the action plan and progress management.
[0030] Therefore, the invention according to the sixth aspect can provide a technical means for assisting human deductive thinking in considering business ideas.
[0031] The seventh aspect of the present invention is a different category from the first aspect of the present invention. [Effects of the Invention]
[0032] The present invention can provide a technical means for supporting human deductive thinking in examining business concepts. [Brief explanation of the drawings]
[0033] [Figure 1] FIG. 1 is a block diagram showing an example of the hardware and software configuration of a system S. As shown in FIG. [Figure 2] FIG. 2 is an example of the business concept table 131. [Figure 3] FIG. 3 is a main flowchart showing an example of a preferable flow of the assistance process executed by the assistance device 1 of this embodiment. [Figure 4] FIG. 4 is a continuation of the previous figure. [Figure 5] FIG. 5 is a continuation of the previous figure. [Figure 6] FIG. 6 is a continuation of the previous figure. DETAILED DESCRIPTION OF THE INVENTION
[0034] First, although the following disclosure, diagrams, and / or claims may be described as being presented alone or in combination with one or more other aspects, the subject matter of the immediate disclosure is not intended to be so limited. That is, the immediate disclosure, diagrams, and claims are intended to encompass the various aspects described herein, each alone or in one or more combinations with each other. For example, even if the immediate disclosure describes and illustrates a first, second, and third embodiment in such a way that the first embodiment is described and illustrated specifically in conjunction with the second embodiment, or the second embodiment is described and illustrated only in conjunction with the third embodiment, the immediate disclosure and illustrations are not so limited and may include only the first embodiment, only the second embodiment, only the third embodiment, or one or more combinations of the first, second, and / or third embodiments, such as the first and second embodiments, the first and third embodiments, the second and third embodiments, or the first, second, and third embodiments.
[0035] The use of the phrase "or" in this document shall mean a "non-exclusive" arrangement unless expressly specified otherwise. For example, "item x is A or B" shall mean either: (1) item x is either A or B, but not both; or (2) item x is both A and B. In other words, the word "or" is not used to define an "exclusive" arrangement.
[0036] Additionally, the phrases "comprising at least one of" and "comprising at least one of the following," when used in conjunction with a system or element, mean that the system or element includes one or more of the elements listed after the phrase. For example, if there are three types of elements, element 1 through element 3, the phrases "comprising at least one of" and "comprising at least one of the following" are to be interpreted as any of the following structural arrangements: a device including the first element, a device including the second element, a device including the third element, a device including the first and second elements, a device including the first and third elements, a device including the second and third elements, or a device including the first, second, and third elements.
[0037] A similar interpretation is intended when the phrase "used in at least one of the following" is used in this context. Furthermore, as used in this context, "and / or" is used as a verbal conjunction to indicate that one or more of the listed elements or conditions are included or occur. For example, a device including a first element, a second element, and / or a third element is to be interpreted as any of the following structural arrangements: a device including the first element, a device including the second element, a device including the third element, a device including the first element and the second element, a device including the first element and the third element, a device including the second element and the third element, or a device including the first element, the second element, and the third element.
[0038] In addition, the use of the phrase "and / or" in the text means a "non-exclusive" agreement, as stipulated in the Japanese Industrial Standards (JIS) "Format and preparation method of standard sheets JIS Z 8301."
[0039] Hereinafter, an example of an embodiment of the present invention will be described in detail with reference to the drawings.
[0040] <System S> FIG. 1 is a block diagram showing an example of the hardware and software configuration of system S. As shown in FIG.
[0041] The system S includes a business concept study support device (support device 1) that is configured to be able to communicate with at least one terminal T via a network N.
[0042] [Support Device 1] The support device 1 according to this embodiment is a computer including a control unit 11, a storage unit 13, a communication unit 14, a display unit 15, and an input unit 16. By executing the program according to this embodiment, the support device 1 performs support processing for business concept consideration, including processing for generating an action plan based on a sales syntax.
[0043] [Control Unit 11] The control unit 11 includes a central processing unit (CPU), a random access memory (RAM), a read only memory (ROM), and the like.
[0044] The control unit 11 cooperates with at least one of the storage unit 13 and the communication unit 14 as necessary. The control unit 11 then realizes a syntax input unit 111, a gap measurement unit 112, and an AI support unit 113, which are software components of the program of this embodiment executed by the support device 1. The control unit 11 may further realize a loop control unit 114, a KPI evaluation unit 115, and / or an execution support unit 116 as software components.
[0045] The support process executed by the program of this embodiment will be described later with reference to FIGS.
[0046] [Memory Unit 13] The memory unit 13 is a device for storing data and / or files, and has a storage unit that non-temporarily stores data using a hard disk, semiconductor memory, recording medium, memory card, or other storage member. The memory unit 13 preferably stores data for the program executed by the control unit 11, data for the sales syntax according to this embodiment, the business plan table 131, and other data.
[0047] (Sales Syntax) The sales syntax according to this embodiment is a syntax that breaks down a sales target (Y) into its components: unit price (P), number of customers (N), purchase frequency (F), and execution ability (C). The basic syntax of this sales syntax is expressed by the formula "Y = P x N x F x C".
[0048] The sales construct, which includes execution ability (C), contributes to the consideration of highly feasible business concepts. This is because the sales construct takes into account the execution ability of the business, which is important in considering feasibility, in addition to the sales estimated by simply multiplying the expected unit price, number of customers, and purchase frequency.
[0049] Furthermore, in order to analyze and correct the discrepancy (gap) between the sales (Y) target and actual results (outcomes), the sales syntax according to this embodiment can be extended to a difference correction syntax that breaks down the gap (ΔY) between the sales target (Y) and sales results into the gaps between the target and results for its components. The basic syntax of this difference correction syntax is expressed as the formula "(Y + ΔY) = (P + ΔP) × (N + ΔN) × (F + ΔF) × (C + ΔC)." Here, ΔP, ΔN, ΔF, and ΔC are the gaps between the target and results for unit price (P), number of customers (N), purchase frequency (F), and execution ability (C), respectively.
[0050] This syntax allows the support device 1 to make corrections to the components related to the sales target (Y) when there is a gap (ΔY).
[0051] The sales syntax according to this embodiment can be extended by a syntax (C syntax) that breaks down execution capability (C) into elements including sales target suitability (T), value proposition (V), resource availability (R), and operational execution capability (O). The basic syntax of this C syntax is expressed by the formula "C = (T × V) × (R × O)." Here, (T × V) represents positioning in the execution of the business concept. Also, (R × O) represents capability in the execution of the business concept. In other words, the sales syntax extended by the C syntax defines execution capability (C) as the product of positioning (T × V) and capability (R × O), allowing for corrections to be made to them.
[0052] As a result, the support device 1 breaks down the overall sales target realistically and structurally, including the elements that make up the execution capability (C) related to business implementation, and supports users who are considering business ideas so that they can promote their businesses with a higher degree of feasibility. The users can receive support in execution plans related to execution capabilities, exemplified by, for example, selecting sales targets, improving products to suit the sales targets, measures to enhance the appeal of the value provided, consideration of resource arrangements, and consideration of measures to optimize operational execution capabilities.
[0053] Furthermore, to analyze and correct the discrepancy between the target and actual results related to execution capability (C), the C syntax can be expanded into a difference correction C syntax that breaks down the gap (ΔC) between the target execution capability (C) and the results related to execution capability into the gaps between the target and actual results of its components. The basic syntax of the difference correction C syntax is expressed as "(C + ΔC) = (T + ΔT) × (V + ΔV) × (R + ΔR) × (O + ΔO)." Here, ΔT, ΔV, ΔR, and ΔO are the gaps between the target and actual results related to sales target suitability (T), appeal of the value proposition (V), resource availability (R), and operational execution capability (O), respectively.
[0054] Furthermore, since T (suitability to sales target) and V (appeal of value proposition) in the sales and C syntaxes are components that causally affect the average customer price (P) and number of customers (N), corrections to T and V can increase feasibility in conjunction with improvements to P or N. Therefore, this support device does not stop at superficial improvements to P, N, and F, but also causally supports the achievement of sales targets by approaching the cause structure of T, V, R, and O.
[0055] With this syntax, when there is a gap (ΔC), the assistance device 1 can correct the components related to the execution ability (C) and reconstruct and optimize the execution ability itself.
[0056] (Business Concept Table 131) The business concept table 131 stores a set of information necessary to make a business concept feasible. This information includes at least hierarchical data related to sales structure. In order to support business concepts on a portfolio-by-portfolio basis, the data includes total sales (Y ) as a goal related to sales (Y ). total ) and individual sales for portfolio unit i (Y i For KPI evaluation, the data preferably includes sales results.
[0057] The information further includes hierarchical data on average customer spending (P), hierarchical data on number of customers (N), hierarchical data on purchase frequency (F), and hierarchical data on execution ability (C). As with each element of the sales syntax, the data includes individual average customer spending (P i ), number of customers (N i ), purchase frequency (F i ), and execution ability (C i ) is preferably included.
[0058] To measure the gap between the target and the current situation, the data is i ), number of customers (N i ), purchase frequency (F i ), and execution ability (C i It is preferable that the data indicating the gap between the target and the current situation regarding the gap be included. In order to utilize the data for consideration in the generative AI, it is preferable that the data indicating the gap further include supplementary data regarding the gap (e.g., background, explanation, financial data, business data, personnel data). Furthermore, for KPI evaluation, it is preferable that the data include the results regarding each of these.
[0059] For consideration in the generation AI, particularly for consideration of specific numerical values, it is preferable that the data in these layers include various information related to average customer spending (P), number of customers (N), purchase frequency (F), and execution ability (C). Examples of information related to average customer spending (P) include product price, option configuration, and average number of items purchased. Examples of information related to number of customers (N) include target market size, number of conversions, and KPIs by inflow channel. Examples of information related to purchase frequency (F) include contract period, expected LTV, cancellation rate, and repeat rate.
[0060] For computability as a sales construct, Execution (C) may include a normalized index, for example, ranging from 0 to 1, where 0 indicates a complete lack of execution and 1 indicates sufficient execution.
[0061] The data in the execution capability (C) hierarchy preferably further includes data on each element related to execution capability. That is, the data in this hierarchy preferably includes sales target suitability (T), value proposition appeal (V), resource endowment (R), and operational execution capability (O). For computability as a C syntax, the data for each element may include, for example, a normalized index in the range of 0 to 1. 0 indicates a complete absence of the element, and 1 indicates a sufficient presence of the element.
[0062] This normalization is achieved by a procedure for converting the judgment index for each element into a quantitative evaluation scale. If the judgment index is qualitative, this conversion is performed based on a table that associates the index with a quantitative evaluation scale. If the judgment index is quantitative, this conversion is performed based on a calculation formula that uses the index. If there are multiple judgment indexes, this conversion is performed by, for example, taking the average of the indexes (e.g., simple average, weighted average) to normalize them into a range of 0 to 1. These tables and calculation formulas are stored in the memory unit 13 and input to the generation AI in a format that suits each type of generation AI.
[0063] Below is an example of a table and formula for normalizing sales target suitability (T), value proposition appeal (V), resource availability (R), and operational execution ability (O).
[0064] Sales Target Suitability (T) is an indicator of how well the products and services offered fit a clearly defined target market. It reflects the accuracy, appropriateness, and strategic nature of "who you are selling to," and is a measure of the marketing appropriateness inherent in segmentation (S) and targeting (T) in STP marketing.
[0065] In evaluating and normalizing the sales target suitability (T), for example, the degree of match with the persona, coverage of the target of appeal, and other indicators may be converted into a score using a five-point scale, and the score may then be normalized to fall within the range of 0 to 1 using a procedure for normalizing the score (e.g., a procedure for normalizing using the formula "(score + 2) / 4").
[0066] Target suitability (T) includes, for example, segmentation consistency (T1), persona accuracy (T2), targeting hypothesis validity (T3), understanding of decision-making structure (T4), and consistency of problem-desire-motivation structure (T5) as components. In this case, target suitability (T) can be calculated, for example, by the formula "T = (T1 + T2 + T3 + T4 + T5) / 5".
[0067] Segmentation consistency (T1) corresponds to the S in STP marketing, and evaluates the validity of market segmentation based on needs, behavior, attributes, etc., and whether the segmentation is in line with the actual market structure. In evaluating T1, for example, the indicator is converted to a quantitative evaluation scale by multiplying the "sales ratio by segment" by the "validity of each segment's definition" (e.g., subjective evaluation of the granularity of segmentation and needs alignment). The "validity of each segment's definition" is calculated, for example, based on the maximum difference in conversion between each segment. In addition, the indicator for evaluating T1 may include the presence or absence of response differences based on customer data.
[0068] As an example of the calculation procedure, the formula "T1 = min(max(ΔCVR), C CVRmax ) / C CVRmax However, ΔCVR is a list of the difference in conversion between each segment, and C CVRmax is a constant used to cap and normalize the conversion difference.
[0069] In the calculation procedure using this formula, for example, if the conversion rate of the first segment is 50%, the conversion rate of the second segment is 35%, the conversion rate of the third segment is 40%, and C CVRmaxIf the value is 20%, calculate T1 = min(max(ΔCVR), C CVRmax ) / C CVRmax =min(max(|50-35|,|50-40|,|35-40|),20) / 20=min(15,20) / 20=15 / 20=0.75" and the result is that T1 is 0.75.
[0070] Persona accuracy (T2) corresponds to the intermediate design from S to T in STP marketing, and evaluates the depth and granularity of the representative customer profile, as well as the smallness of the discrepancy between this customer profile and the actual buyer profile. In the T2 evaluation, for example, the indicators are converted into a quantitative evaluation scale based on the "match rate between the designed persona and the actual buyer attributes" (discrepancy analysis using quantitative data) and the "correction rate based on interviews or qualitative research."
[0071] The "match rate between the designed persona and the actual purchaser attributes" is calculated, for example, by calculating the percentage of attributes that match the purchaser attributes out of a predetermined number of attributes related to the persona described above.
[0072] In the calculation procedure using this calculation, for example, if four of the five attributes related to the persona (e.g., age group, gender, place of residence, occupation, annual income) match the actual purchaser attributes, the calculation "T2 = 4 / 5 = 0.8" is performed, and the result that T2 is 0.8 is obtained.
[0073] The validity of the targeting hypothesis (T3) corresponds to the T in STP marketing, and evaluates the strategic consistency of the hypothesis regarding the niche advantage and the level of market share required for horizontal expansion. In assessing T3, for example, the indicator is converted into a quantitative evaluation scale based on the perspectives of "indexing the current market share in the target market" and "the existence and / or accuracy of a hypothesis for horizontal expansion associated with market share expansion."
[0074] The "indexation of the current share in the target market" is calculated, for example, by normalizing the share rate by the expected maximum share rate.3S =min(SHR,C SHRmax ) / C SHRmax " is used. However, T 3S is the normalized share ratio, SHR is the unnormalized share ratio, and C SHRmax is a constant used to determine and normalize the expected share rate.
[0075] In the calculation procedure using this calculation, for example, if the share rate is 10% and C SHRmax If the calculation is 20%, 3S =min(10, 20) / 20" and T 3S When considering the presence or absence of the horizontal expansion hypothesis, T3 is set to T 3S This can be calculated by multiplying by .
[0076] The level of understanding of the decision-making structure (T4) evaluates the structural understanding of the customer's purchasing process (e.g., who makes the decision, what factors are used to make the decision, etc.). In assessing T4, the indicators are converted into a quantitative evaluation scale based on perspectives such as "whether or not the decision-making flow is clearly documented" and "the degree of subjective agreement regarding discrepancies between the party that came up with the business concept and the sales team."
[0077] This conversion is realized, for example, by calculating the percentage of factors that have been confirmed to be consistent through interviews with sales staff out of a predetermined number n of factors related to the decision-making flow (e.g., five purchasing decision-making factors).
[0078] In a conversion using this calculation, for example, if the factors are five purchasing decision-making factors and four factors have been confirmed to be consistent through interviews with sales staff, the calculation "T4 = 4 / 5" is performed, and the result is that T4 is 0.8.
[0079] Consistency of the problem-desire-motivation structure (T5) evaluates whether the design goes beyond the customer's superficial needs to consider consistency with their underlying problems and motivations. In the T5 evaluation, indicators are converted into a quantitative evaluation scale based on, for example, the degree to which the problem hierarchy (surface / deep) is organized through interviews, etc., and the degree of agreement with purchasing motivations (scored based on questionnaires and qualitative evaluations).
[0080] This conversion is realized, for example, by calculating the percentage of tasks for which measures are prepared out of a predetermined number of tasks.
[0081] In the conversion using this calculation, for example, if measures have been prepared for up to two of the three customer issue layers (surface, middle, and deep), the calculation "T5 = 2 / 3" is performed, and the result that T5 is approximately 0.67 is obtained.
[0082] The appeal of the value proposition (V) is an indicator of whether the value provided to target customers is clearly communicated through verbal and non-verbal means, and is a measure that evaluates the "accuracy of communication, relevance, and satisfaction" of logical and emotional value to promote customer decision-making. By including the appeal of the value proposition (V) in the C structure, the purpose of "verifying and strengthening whether the intention of providing value is 'accurately and deeply communicated' to customers" is achieved.
[0083] In evaluating and normalizing the appeal of the value proposition (V), for example, indicators (e.g., clarity of benefit communication, competitive advantage) may be quantified (e.g., quantification using a survey, quantification using market reaction) and converted into scores, and normalization may be performed by converting the scores into a range from 0 to 1 using a normalization procedure in which the scores are divided by the maximum value.
[0084] The definition formula in the standard system is "V=V f +V e Based on " / C", the appeal of the value provided (V) is f ) and emotional value (V e) and cost (C). From the viewpoint of normalizing including cost, the decomposition can be done by dividing the normalized cost (V c ) using the formula "V = (V f +V e ) / 2×(1-V c ) is preferably carried out.
[0085] Functional Value (V f ) is, for example, the number of features (V f1 ), performance and accuracy (V f2 ), versatility (V f3 ), Novelty and Inventive Step (V f4 ) as a component. In this case, functional value (V f ) is, for example, the formula "V f =(V f1 +V f2 +V f3 +V f4 ) / 4".
[0086] Number of features (V f1 ) corresponds to the number of features provided, and is evaluated based on the number of features that contribute to the range of customer preferences. f1 In the evaluation of, for example, the formula "V f1 The indicators are converted into a quantitative evaluation scale based on "Number of in-house features / Most features in the industry."
[0087] Performance / Accuracy (V f2 ) evaluates the performance and / or accuracy of each function, as exemplified by its specifications and KPI achievement. f2 In the evaluation of, for example, the formula "V f2 The indicators are converted into a quantitative evaluation scale based on "= company's KPI achievement level / theoretical upper limit or industry highest value."
[0088] Versatility (V f3 ) evaluates the scope of use and target audience (e.g., target audience, industry, and situation). f3 In the evaluation of, for example, the formula "V f3 The indicator is converted into a quantitative evaluation scale based on "Number of applicable patterns / Maximum number of applicable patterns".
[0089] Novelty and inventive step (V f4 ) is evaluated based on whether or not the technology is clearly differentiated from others and / or whether or not it is a unique technology that is difficult to imitate. f4 In the evaluation of, for example, the formula "V f4 The indicators are converted into a quantitative evaluation scale based on the formula "Number of differentiating items / Number of industry standard items (or patent score)".
[0090] Emotional Value (V e ) is, for example, brand trust (V e1 ), UX design integrity (V e2 ), message and philosophy empathy (V e3 ), favorability maintenance (V e4 ) as a component. In this case, emotional value (V e ) is, for example, the formula "V e =(V e1 +V e2 +V e3 +V e4 ) / 4".
[0091] Brand Trust (V e1 ) is evaluated using the percentage of indicators that have achieved positive results among a predetermined number of indicators selected as objective indicators related to brand trust. For example, if positive results are achieved in three of the assumed five main indicators, namely ISO certification, press coverage, and local government evaluation, the calculation "V e1 =3 / 5=0.6" and V e1 The result is 0.6.
[0092] UX Design Integrity (V e2 ) is evaluated using, for example, the weighted sum of evaluation items related to the user interface. For example, if the evaluation items satisfy the item that the user interface (UI) is designed to be able to be operated in 5 steps or less (weight 0.50) and the item that the color scheme and flow design are consistent (weight 0.35), the calculation "V e2 =0.50+0.35=0.85" and V e2The result is 0.85.
[0093] Message and philosophy (V e3 ) is evaluated using the percentage of indicators that have achieved positive results among the predetermined indicators selected as objective indicators related to message and philosophy empathy. For example, if seven of the ten indicators that make up the brand script are met, the calculation "V e3 =7 / 10=0.7" and V e3 The result is 0.7.
[0094] Likeability maintenance (V e4 ) is evaluated by multiplying the coefficient associated with whether or not the necessary requirements for maintaining favorable impressions are met by the rate at which the numerical target for maintaining favorable impressions is met. For example, if the necessary requirement of "monthly complaint rate of 0.2% or less" is met and the average retention rate is 8 months against the numerical target of 10 months or more, the calculation "V e4 = 1 × (8 / 10) = 0.8" and V e4 The result is 0.8.
[0095] In each of the above examples, emotional value (V e ) is the calculation "V e =(V e1 +V e2 +V e3 +V e4 ) / 4=(0.6+0.85+0.7+0.8) / 4=0.7375, so the result is 0.7375.
[0096] Normalized Cost (V c ) is, for example, the sense of economic burden (V c1 ) and time and effort (V c2 ) as a component. At this time, the normalized cost (V c ) is, for example, the formula "V c =(V c1 +V c2 ) / 2".
[0097] Economic burden (V c1) is evaluated using, for example, the deviation value of the price compared to competitors divided by 100. For example, the calculation "V c1 =(60 / 100)=0.6" is the V when the price is slightly higher than the median price of competitors (standard deviation 50). c1 This is a calculation to find the answer.
[0098] Effort and effort (V c2 ) is, for example, V in the non-monetary burden of introduction and use c1 For example, the calculation "V c2 =(40 / 100)=0.4" is the V when the non-monetary burden is slightly lower than the median of competitors (standard deviation 50). c2 This is a calculation to find the answer.
[0099] In each of the above examples, the normalized cost (V c ) is the calculation "V c =(0.6+0.4) / 2=0.5" so the result is 0.5.
[0100] Resource endowment (R) is an indicator that shows the degree of possession and sufficiency of management resources (people, things, money, information) necessary to achieve goals.
[0101] In evaluating and normalizing resource endowment (R), for example, the amount of resources (e.g., human resources, capital) may be normalized within the range of 0 to 1 by defining it as a ratio, with a target or industry level as the reference value.
[0102] Resource endowment (R) includes, for example, human resources (R1), physical resources (R2), financial resources (R3), and information resources (R4) as components. In this case, resource endowment (R) can be calculated, for example, by the formula "R = (R1 + R2 + R3 + R4) / 4."
[0103] Human resources (R1) are evaluated using the fulfillment rate of numerical targets related to human resources. For example, if the required number of personnel is three and the number of qualified personnel who can handle core tasks is two, the calculation "R1 = min(2 / 3,1) ≒ 0.67" is performed, and the result is that R1 is approximately 0.67.
[0104] Physical resources (R2) are evaluated using the fulfillment rate of physical resource requirements. For example, if there are seven required items related to equipment, facilities, and infrastructure, and five of them have already been installed, the calculation "R2 = min(5 / 7,1) ≒ 0.71" is performed, and the result is that R2 is approximately 0.71.
[0105] Monetary resources (R3) are evaluated using the fulfillment rate of numerical targets related to monetary resources. For example, if the required budget is 1 million yen and the numerical target is 700,000 yen, the calculation "R3 = min (700,000 yen / 1 million yen, 1) ≒ 0.7" is performed, and the result of R3 is 0.7.
[0106] Information resources (R4) are evaluated using the rate of fulfillment of information resource requirements. For example, if five requirements (information necessary for decision-making and tactical execution) are listed, including CRM, market research, industry knowledge, and competitive analysis, and three of them are fulfilled, the calculation "R4 = min(3 / 5,1) ≒ 0.6" is performed, and the result is R4 is 0.6.
[0107] In each of the above examples, the resource holding capacity (R) is calculated as approximately 0.67, as follows: R≒(0.67+0.71+0.70+0.60) / 4=0.67.
[0108] Operational Execution Ability (O) is an indicator that shows "a state in which a set task can be executed by anyone with a high degree of reproducibility and stability," and refers to a system that eliminates dependency on individuals and a self-propelled business process. By including Operational Execution Ability (O) in the C syntax, it is possible to measure the degree of "task reproducibility and structural execution ability" that guarantees the scalability, continuity, and efficiency of a business.
[0109] In the evaluation and normalization of operational execution (O), for example, a normalized evaluation may be performed within the range of 0 to 1 based on related numerical indicators (e.g., delivery deadline compliance rate, degree of procedure development) and expressed as a continuous value such as an achievement rate.
[0110] Operational performance (O) includes, for example, standardization level (O1), proficiency level (O2), workload leveling (O3), structuring level (O4; systemization level), and self-sustaining (O5; no need for improvement) as components. In this case, operational performance (O) can be calculated, for example, by the formula "O = (O1 + O2 + O3 + O4 + O5) / 5."
[0111] The standardization level (O1) evaluates whether business procedures and decision criteria are clearly documented and organized in manuals or workflows. The standardization level (O1) is evaluated, for example, using a weighted average of the fulfillment rate of numerical targets related to the standardization level. Examples of numerical targets and their fulfillment rates include a numerical target for manual preparation rate (e.g., 100%) and its fulfillment rate (e.g., 70%), and a numerical target for update frequency (e.g., monthly updates) and its fulfillment rate (e.g., update frequency within three months). For example, if the numerical target for manual preparation rate is 100% and the fulfillment rate is 70%, the standardization level (O1) would be 0.7, calculated as "O1 = 70 / 100 = 0.7."
[0112] Proficiency (O2) evaluates the skill level of a person in charge of quickly and without mistakes. Proficiency (O2) is evaluated, for example, using a weighted average of the fulfillment rate of numerical targets related to proficiency. Examples of numerical targets related to proficiency and their fulfillment rates include the average processing time (e.g., 5 minutes) compared to the target processing time (e.g., 4 minutes), and the average error of 1% compared to the target error rate of 0.5%. For example, if the numerical target of a target processing time of 4 minutes is being met and the average processing time is 5 minutes, then the proficiency (O2) is calculated as 0.8, using the formula "O2 = 4 / 5 = 0.8."
[0113] Workload leveling (O3) evaluates the degree to which a distributed and general-purpose design allows tasks to be performed independently, enabling anyone to achieve the same results. Workload leveling (O3) is evaluated, for example, using a weighted average of the fulfillment rate of numerical targets related to workload leveling. For example, if the numerical target for the percentage of work procedures that are dependent on individual employees is 30%, and the fulfillment rate is indicated by a personalization rate of 30%, the workload leveling (O3) is calculated as 0.7 using the formula "O3 = 1 - 30 / 100 = 0.7." If the target for the personalization rate is set at 10% or less, for example, this calculation result indicates that the workload leveling related to operational execution, a part of execution capabilities, is insufficient.
[0114] The structure level (O4) evaluates whether the process is automated and flows according to procedures through triggers, rules, system integration, etc. The structure level (O4) is evaluated, for example, using a weighted average of the fulfillment rate of the numerical target related to the structure level. For example, if the numerical target is to automate all steps (e.g., 20 steps) and the fulfillment rate is shown by automating 15 of the steps, the structure level (O4) would be 0.75, calculated as "O4 = 15 / 20 = 0.75."
[0115] Self-Propulsion (O5) evaluates the maturity of the business structure so that KPIs are naturally achieved without the need for improvement proposals or PDCA cycles. Self-Propulsion (O5) is evaluated using a procedure in which, for example, if a qualitative goal (e.g., KPIs are achieved continuously for three months or more without improvement proposals) is achieved, a score corresponding to achievement (e.g., 1.0) is applied or added, and if not, a score corresponding to non-achievement (e.g., 0.0) is applied or added.
[0116] In each of the above examples, the operational execution ability (O) is calculated as 0.79, which is O≒(0.70+0.80+0.70+0.75+1.00) / 5=0.79.
[0117] An example of calculating execution capability (C) based on the components is shown below. If sales target suitability (T) is 0.75, value proposition appeal (V) is 0.71, resource endowment (R) is 0.68, and operational execution capability (O) is 0.82, execution capability (C) is calculated as 0.74 using the formula "C = (0.75 + 0.71 + 0.68 + 0.82) / 4 = 0.74."
[0118] As with each element of the sales syntax, the data is used to calculate the individual performance (C i ), Sales Object Suitability (T i ), the appeal of the value provided (V i ), resource endowment (R i ), and operational execution capabilities (O i ) is preferably included.
[0119] To measure the gap between the goal and the current situation, the data is used to measure the execution capability (C i ), Sales Object Suitability (T i ), the appeal of the value provided (V i ), resource endowment (R i ), and operational execution capabilities (O i It is preferable that the data indicating the gap between the target and the current situation regarding the gap be included. In order to utilize the data for consideration in the generative AI, it is preferable that the data indicating the gap further include supplementary data regarding the gap (e.g., background, explanation, financial data, business data, personnel data). Furthermore, for KPI evaluation, it is preferable that the data include the results regarding each of these.
[0120] For consideration in the generation AI, particularly for the evaluation of specific indices, it is preferable that the data for each element include various information related to suitability for sales (T), appeal of value proposition (V), resource availability (R), and operational execution ability (O).
[0121] Examples of relevant information related to sales target suitability (T) include information related to sales target personas, segments, and competitive comparison tables. Examples of relevant information related to value proposition appeal (V) include information related to unique selling propositions (USPs), benefit statements, and price advantages. Examples of relevant information related to resource availability (R) include information related to personnel numbers and skill maps, financial plans, and physical resources. Examples of relevant information related to operational execution capabilities (O) include information related to business flow diagrams, delivery deadline compliance rates, and process management systems.
[0122] In order to reuse action plans, it is preferable that the business concept table 131 stores action plans that close the gap between results and goals for each of the average customer spending (P), number of customers (N), purchase frequency (F), and execution ability (C).In order to reuse additional plans related to execution ability, it is preferable that the business concept table 131 stores action plans (execution plans) that close the gap between results and goals for each of the suitability for sales targets (T), appeal of the value provided (V), resource availability (R), and operation execution ability (O).
[0123] FIG. 2 is an example of the business plan table 131. In this example, the total sales (Y total ) target of "50,000,000 yen," "gravestone cleaning platform" target of "19,200,000 yen" for individual sales (Y1) for portfolio unit "1" related to "tombstone cleaning platform," and "30,800,000 yen" for individual sales (Y2) for portfolio unit "2" related to "cleaning business."
[0124] In this example, the components of "Y1" are stored as follows: average customer spending (P1) "target: 15,000 yen," number of customers (N1) "target: 1,000 people," purchase frequency (F1) "target: 4 times a year," and execution ability (C1) "0.32." Execution ability (C1) "0.32" is an index calculated based on sales target suitability (T1; index "0.8"), appeal of the value provided (V1; index "0.8"), resource possession (R1; index "1.0"), and operation execution ability (O1; index "0.5").
[0125] Furthermore, in this example, "competitor's unit price: 17,000 yen" is stored as the basis for the generation AI's deduced average customer price (P1) "target: 15,000 yen" for portfolio unit "1." Similarly, in this example, "100,000 gravestones in the planned service area" is stored as the basis for the number of customers (N1) "target: 1,000 people," and "competitor's number of purchases: 2-3 times a year" is stored as the basis for the purchase frequency (F1) "target: 4 times a year."
[0126] In addition, in this example, the following is stored as the basis for the generation AI's deduced execution ability (C1) of 0.32 for portfolio unit 1: "Existing elderly customers in other businesses, pricing more than 10% lower than competitors" for sales target suitability (T1) 0.8, "Only one nationally known competitor in the planned service area," "Resource availability (R1) 1.0" "XXXX surplus personnel in other businesses," and "Operation execution ability (O1) 0.5" "50% execution ability within three years of launching other businesses."
[0127] As a result, the support device 1 can input each basis stored in the business concept table 131 into the generation AI and calculate each of the above-mentioned goals.
[0128] In addition, this example stores the following KPI evaluation results for portfolio unit "1": first-year individual sales (Y1) of "13,500,000 yen," average customer spending (P1) of "15,000 yen," number of customers (N1) of "1,200 people," purchase frequency (F1) of "three times a year," and execution ability (C1) of "0.25." The results for execution ability (C1) of "0.25" include sales target suitability (T1; index "0.5"), appeal of value proposition (V1; index "1.0"), resource availability (R1; index "1.0"), and operational execution ability (O1; index "0.5").
[0129] As a result, the support device 1 can generate and provide an action plan that makes corrections based on the gap between the goal stored in the business concept table 131 and the results.
[0130] [Communication Unit 14] The specific configuration of the communication unit 14 is not particularly limited as long as it is capable of connecting the support device 1 to the network N and performing communication. The communication unit 14 may be configured using, for example, a network card compatible with the Ethernet standard, a communication device compatible with wireless LAN, or other communication devices.
[0131] [Display Unit 15] The display unit 15 is not particularly limited as long as it is configured to display the action plan according to this embodiment and other information. The display unit 15 may be, for example, a liquid crystal display or an organic electroluminescence display. The display unit 15 may be configured integrally with the support device 1 (for example, a built-in display of a laptop computer), or may be a separate display device.
[0132] [Input Unit 16] The input unit 16 is not particularly limited as long as it is configured to allow the service manager to perform various inputs. The input unit 16 has, for example, a keyboard, various pointing devices, etc. The input unit 16 may be configured integrally with the support device 1 (for example, a keyboard and pointing device provided in a laptop computer), or may be configured separately.
[0133] [Configuration as a Server] The support device 1 may be configured as a server that does not include the display unit 15 and the input unit 16. In this case, the support device 1 further executes, for example, a process of transmitting data for displaying the information and input interface according to this embodiment to a terminal T configured separately from the support device 1, a process of receiving data indicating an input from a user from the terminal T, and other processes.
[0134] [Server 2] The system S is preferably configured to include a server 2 that executes a generation AI that performs natural language processing using a language model, as a device separate from the assistance device 1. This allows the assistance device 1 to separate part of the processing and management related to the generation AI from the assistance device 1 itself. The server 2 may be in the form of a cloud server. The server 2 may be managed by a management entity different from that of the assistance device 1.
[0135] [Generation AI] The generation AI is not particularly limited as long as it performs natural language processing using a language model. Examples of the generation AI include a generation support service that has a large-scale language model (LLM) as a backend, or an inference engine related to a large-scale language model (LLM) executed in the support device 1. Examples of such generation support services include ChatGPT (registered trademark), Claude, Gemini, and Llama. These have the function of generating natural language output based on a given syntax, and can be used to generate action plans and other data using the sales syntax, C syntax, or other text according to this embodiment as input.
[0136] The generative AI may be pre-trained or fine-tuned using training data related to sales constructs and / or performance constructs, preferably including data relating goals or gaps related to these constructs to corresponding example actions.
[0137] One example of such data is text data in which goals related to a business plan are associated with examples of strategies or measures for achieving the goals. Another example of such data is text data in which numerical evaluations of each element of execution ability are associated with examples of strategies or measures related to the element.
[0138] The generative AI may be configured to be combined with canned prompts or a knowledge base, which preferably contains data relating these syntactic goals or gaps to corresponding example actions.
[0139] [Terminal T] Terminal T is used by the user of the support device 1. Terminal T performs processes such as receiving and / or displaying data transmitted from the support device 1, transmitting input from the user to the support device 1, and other processes. Types of terminal T include, for example, portable terminals (e.g., laptop computers, smartphones, tablet terminals) and stationary terminals (e.g., desktop computers).
[0140] [Network N] The type of network N is not particularly limited as long as it is a network that allows communication between the support device 1 and other devices. The type of network N is, for example, the Internet, a mobile phone network, or a wireless LAN.
[0141] [Main Flowchart of Assistance Processing] Fig. 3 is a main flowchart showing an example of a preferred flow of the assistance processing executed by the assistance device 1 of this embodiment. Figs. 4, 5, and 6 are each continuations of the previous figures. Below, an example of a preferred flow of the assistance processing executed by the assistance device 1 is explained using Figs. 3 to 6. Note that in the example shown below, the assistance device 1 is described as having a display unit 15 and an input unit 16, but a person skilled in the art would be able to similarly configure a mode in which display and input are performed on a terminal T configured separately from the assistance device 1 based on the example below.
[0142] The support process includes a series of steps for inputting a sales syntax related to business plan support into a generation AI. The process preferably includes a procedure for inputting a sales syntax that breaks down a sales target into elements including average customer spending, number of customers, purchase frequency, and execution ability into the generation AI. The process also preferably includes a procedure for further inputting a syntax (C syntax) that breaks down the execution ability of the sales syntax into elements including suitability for sales targets, appeal of the value provided, resource availability, and operational execution ability into the generation AI. Steps S1 and S2 are examples of the process.
[0143] [Step S1: Determine whether to input a syntax] The control unit 11 cooperates with the memory unit 13 and other hardware components to enable the syntax input unit 111. Then, the control unit 11 executes a process to determine whether or not to input a sales syntax using the syntax input unit 111 (syntax input determination step). If the control unit 11 determines that a sales syntax will be input, it proceeds to step S2, and if not, it proceeds to step S3.
[0144] The above determination in this step is realized, for example, by a procedure that determines that input will be made when certain cases apply (e.g., when the flag indicating that the sales syntax has been entered is not set, when an instruction has been received from the user regarding the start of business plan consideration, or when the timing for pre-input of the sales syntax is set up after the start of the support process).
[0145] [Step S2: Input Syntax] The control unit 11 executes a process of inputting a sales syntax related to supporting business planning using the syntax input unit 111 (syntax input step). The control unit 11 moves the process to step S3. In this step, the syntax input unit 111 inputs at least the sales syntax described above in the "Sales Syntax" section. The syntax input unit 111 may additionally input the difference correction syntax described above in the same section. The syntax input unit 111 may further input the C syntax described above in the same section. At this time, the syntax input unit 111 may additionally input the difference correction C syntax described above in the same section.
[0146] The support process includes a series of processes that support the initial concept of the business concept. The process includes a procedure for measuring the gap between the sales target and the current situation, and generating an action plan to fill the gap based on the sales target using a generation AI. Steps S3 to S10 are an example of the process.
[0147] [Step S3: Determining Whether to Support the Initial Concept] The control unit 11, in cooperation with the storage unit 13, the input unit 16, and other hardware components, executes a process of determining whether to support the initial concept in the business concept review (initial concept support determination step). If the control unit 11 determines that the initial concept should be supported, the process proceeds to step S4, and if not, the process proceeds to step S9.
[0148] The above determination in this step is realized, for example, by a procedure that determines that assistance will be provided when a specific case applies (e.g., a case in which a command from a user regarding the start of initial concept review has been received, or a case in which a command from a user regarding the start of other reviews has been received but the initial concept review has not been completed).
[0149] [Step S4: Acquire specifications related to the sales syntax] The control unit 11 cooperates with the storage unit 13 and other hardware components to enable the gap measurement unit 112. Then, the control unit 11 executes a process to acquire specifications related to the sales syntax by the gap measurement unit 112 (specification acquisition step). The control unit 11 proceeds to step S5.
[0150] The specifications acquired by the gap measurement unit 112 in this step include at least data indicating the gap between the sales target and the current sales (e.g., sales target and current sales, sales target and the amount of sales target not achieved). The specifications may further include supplemental data regarding the gap. In order to utilize the gaps regarding each element of the sales syntax in generating an action plan, the specifications preferably include data indicating the gap between the targets and the current status regarding average customer spending (P), number of customers (N), purchase frequency (F), and execution ability (C).
[0151] In order to measure gaps in execution capabilities in detail, it is preferable that the data showing the gaps between the target and current state regarding execution capabilities (C) include data showing the gaps between the target and current state regarding sales target suitability (T), appeal of value proposition (V), resource availability (R), and operational execution capabilities (O).
[0152] [Step S5: Measuring the Gap Related to Sales] The control unit 11 executes a process of measuring at least the gap related to sales based on the specifications acquired in the previous step, using the gap measurement unit 112. The control unit 11 then proceeds to step S6.
[0153] In order to utilize the gaps related to each element of the sales syntax in generating an action plan, in this step, it is preferable that the gap measurement unit 112 further measures the gaps between the targets and the current situation related to average customer spending (P), number of customers (N), purchase frequency (F), and execution ability (C).
[0154] In order to utilize the gaps related to each element of execution capability in generating an action plan, in this step, it is preferable that the gap measurement unit 112 additionally measures the gaps between the targets and the current situation related to sales target suitability (T), appeal of the value provided (V), resource availability (R), and operational execution capability (O).
[0155] [Step S6: Command to Generate Action Plan] The control unit 11 cooperates with the storage unit 13, the communication unit 14, and other hardware components to enable the AI support unit 113. Then, the control unit 11 executes a process of commanding the AI support unit 113 to generate an action plan that fills the gap measured in the previous step (AI support step). The control unit 11 proceeds to step S7.
[0156] Specifically, in this step, the AI support unit 113 causes the generation AI, to which the sales syntax has been input, to generate an action plan to fill the gap. Here, the AI support unit 113 generates an action plan based on the sales syntax, including goals related to average customer spending, number of customers, purchase frequency, and execution ability.
[0157] An example of a prompt related to the instructions in this step is, "Given the sales syntax: Y=P×N×F×C, please propose a tactical plan to improve each component (P: average customer spending, N: number of customers, F: purchase frequency, C: execution ability)." This prompt can be said to instruct the generation of a tactical plan based on the sales syntax mentioned above, that is, an action plan including goals related to average customer spending, number of customers, purchase frequency, and execution ability.
[0158] Furthermore, while the tactical proposals output through this prompt superficially target improvements to P (average customer spending), N (number of customers), and F (purchase frequency), they often focus primarily on tactical approaches to the factors that cause these changes: T (suitability for sales targets) and V (appeal of value proposition). This is because the explanatory variables in the causal structure of the sales construct for the objective variable Y are P, N, and F, which are the result variables, and T and V, which are the cause variables that give rise to them. Therefore, this prompt can be said to instruct the generation of an action plan aimed at comprehensive improvements related to the sales construct and the C construct.
[0159] (Action Plan Including Execution Capability Goals) In order to support users considering business concepts in promoting their businesses more feasibly on a portfolio-by-portfolio basis by breaking down the overall sales target realistically and structurally, including the elements that constitute the execution capabilities related to business implementation, the AI support unit 113 preferably generates an action plan that further includes execution capability goals. That is, the AI support unit 113 preferably generates an action plan that indicates goals for each component related to execution capability. In this case, the AI support unit 113 is configured to cause the generation AI, to which the C syntax has been input, to generate an action plan that further includes execution capability goals related to sales target suitability, appeal of the value provided, resource availability, and operation execution capabilities, based on the execution capability syntax described above.
[0160] An example of a prompt instructing the generation of an action plan that includes a capability goal is, "Based on C = (T × V) × (R × O), please propose measures to close the gap between the current state and the target state for the following capability components: T (target suitability), V (appealing value proposition), R (resource availability), and O (operational execution). In doing so, please consider consistency and causal consistency with previously proposed tactical deployments (e.g., action plans for P, N, and F)." This prompt can be said to instruct the presentation of measures based on the aforementioned C syntax, i.e., the generation of an action plan that includes the above-mentioned capability goal.
[0161] In addition, when generating action plans for individual components related to the sales syntax and C syntax, the generation AI can be instructed to generate action plans using various prompts that incorporate the example prompts described above.
[0162] (Action Plan Including Intermediate Goals) The AI support unit 113 preferably causes the generation AI to generate an action plan including intermediate goals at one or more time points. By generating an action plan including intermediate goals, the support device 1 can provide the user with, for example, an action plan indicating monthly goals for each month. The action plan obtained in this manner helps the user understand the timeline of the process for realizing the business concept, thereby supporting the user's decision-making toward promoting a business with high feasibility.
[0163] [Step S7: Determine whether sales target can be achieved] The control unit 11 cooperates with the storage unit 13 and other hardware components to enable the loop control unit 114. Then, the control unit 11 executes a process to determine whether the action plan generated in the previous step can achieve the sales target described above, using the loop control unit 114 (first goal achievement determination step). If the control unit 11 determines that the action plan can achieve the sales target, it proceeds to step S9; if not, it proceeds to step S8.
[0164] In this step, the procedure by which the loop control unit 114 determines whether the sales target can be achieved is not particularly limited. One example of this procedure is to input the sales target and the action plan into the generation AI and have the generation AI generate a determination result as to whether the sales target can be achieved.
[0165] [Step S8: Command Regeneration of Action Plan] The control unit 11 executes a process of commanding the loop control unit 114 to regenerate an action plan (first regeneration command step). Specifically, the loop control unit 114 executes a process of commanding the AI support unit 113 to regenerate an action plan that fills the measured gap. This regeneration is basically the same as the AI support step. The control unit 11 moves the process to step S7.
[0166] In order to realize regeneration based on already generated action plans, the loop control unit 114 may instruct the AI support unit 113 to input to the generation AI the action plans that were not determined to be able to achieve the sales target in the first goal achievement determination step and regenerate them.
[0167] The support process preferably includes a series of processes for presenting the generated action plan and managing its execution and progress, steps S9 to S18 being an example of such processes.
[0168] [Step S9: Command to Generate Schedule] The control unit 11 cooperates with the storage unit 13, communication unit 14, display unit 15, and other hardware components to enable the execution support unit 116. Then, the control unit 11 executes a process of commanding the generation AI to generate a schedule for executing the generated action plan by the execution support unit 116 (first schedule generation step). The control unit 11 proceeds to step S10.
[0169] In this step, the execution support unit 116 instructs the generation of a schedule indicating, for example, a period or a deadline for recommending the execution of specific actions indicated in the action plan. In order to provide a schedule indicating intermediate goals, in this step, the execution support unit 116 preferably instructs the generation of a schedule including the intermediate goals.
[0170] [Step S10: Providing an Action Plan and a Schedule] The control unit 11 executes a process of providing the created action plan and schedule to the user by the execution support unit 116 (first schedule providing step). The control unit 11 shifts the process to step S11.
[0171] The form of the action plan and schedule provided by the execution support unit 116 in this step is not particularly limited, and may be, for example, a document showing a schedule or a calendar showing a schedule.
[0172] To help the user manage progress, the embodiment preferably has a user interface for recording the results and / or progress of the action plan. The user interface is preferably configured so that the support device 1 can acquire the recorded results and / or progress.
[0173] In order to identify any discrepancies (gaps) between actual results and goals and allow the user to correct their actions, the support process preferably includes a series of processes for obtaining results related to the action plan and generating additional plans. Steps S11 to S16 are an example of such processes.
[0174] [Step S11: Determine whether to acquire results] The control unit 11 cooperates with the storage unit 13, communication unit 14, display unit 15, input unit 16, and other hardware components to enable the KPI evaluation unit 115. Then, the control unit 11 executes a process to determine whether to acquire results related to the generated action plan using the KPI evaluation unit 115 (result acquisition determination step). If the control unit 11 determines that the results should be acquired, it moves the process to step S12; if not, it returns the process to step S1 and repeats the processes from step S1 to step S18.
[0175] In this step, the KPI evaluation unit 115 realizes the above-mentioned processing by, for example, a procedure of determining that a result will be acquired when an input related to the result is received, a procedure of determining that a result will be acquired when the timing for acquiring the result is met, and other procedures.
[0176] [Step S12: Obtaining Results] The control unit 11 executes a process of acquiring results related to the generated action plan by the KPI evaluation unit 115 (result acquisition execution step). The control unit 11 moves the process to step S13.
[0177] In order to measure the gaps of each element related to the sales syntax, the KPI evaluation unit 115 acquires results related to sales, average customer spending, number of customers, purchase frequency, and execution ability. In order to measure the gaps of each element related to the C syntax, it is preferable that the KPI evaluation unit 115 acquires execution ability results, which are results related to execution ability targets. That is, it is preferable that the KPI evaluation unit 115 acquires results related to suitability for sales targets, appeal of the value provided, resource availability, and operation execution ability as execution ability results.
[0178] (Regarding Intermediate Goals) When intermediate goals have been generated, it is preferable that the KPI evaluation unit 115 acquires intermediate results that are results related to the intermediate goals. This enables the support device 1 to support the user in promoting a business with even greater feasibility, including action correction based on actual results at each point until the goal is achieved.
[0179] [Step S13: Determine whether generation of an additional plan is required] The control unit 11 executes a process of determining whether generation of an additional plan is required or not (additional generation determination step) by the KPI evaluation unit 115. If the control unit 11 determines that generation of an additional plan is required, it moves the process to step S14, and if not, it returns the process to step S1 and repeats the processes from step S1 to step S18.
[0180] In this step, the KPI evaluation unit 115 realizes the above-mentioned processing by a procedure of determining that an additional plan needs to be generated if the result does not reach the target. If an intermediate result has been acquired, the KPI evaluation unit 115 may realize the above-mentioned processing by a procedure of determining that an action plan (an intermediate additional plan) needs to be generated to fill the gap between the intermediate result and the intermediate target if the intermediate result does not reach the intermediate target.
[0181] [Step S14: Command to Generate Additional Plan] The control unit 11 executes a process of commanding the AI support unit 113 to generate an additional plan that fills the gap between the result and the target, via the KPI evaluation unit 115 (additional generation command step). The control unit 11 then proceeds to step S15.
[0182] In this step, the KPI evaluation unit 115 instructs the AI support unit 113 to generate an additional action plan (additional plan) for closing the gap between the results and the target, at least for elements for which the results do not reach the target. For example, if the results related to the number of customers (N) do not reach the target, the KPI evaluation unit 115 instructs the AI support unit 113 to generate an additional plan to increase the number of customers (N).
[0183] When an execution ability target has been generated, the KPI evaluation unit 115 instructs the AI support unit 113 to generate an additional plan for an element where the execution ability result, which is the result related to the execution ability target, does not reach the execution ability target, to fill the gap between the result and the execution ability target. For example, when the result related to resource endowment (R) does not reach the target, the KPI evaluation unit 115 instructs the AI support unit 113 to generate an additional plan to increase resource endowment (R).
[0184] When intermediate results have been acquired, the KPI evaluation unit 115 instructs the AI support unit 113 to generate an intermediate addition plan to fill the gap between the intermediate results, which are results related to the intermediate goal, and the intermediate goal for elements where the intermediate results do not reach the intermediate goal.
[0185] [Step S15: Determine whether the gap can be filled] The control unit 11 cooperates with the storage unit 13 and other hardware components to enable the loop control unit 114. Then, the control unit 11 executes a process to determine whether the additional plan generated in the previous step can fill the gap described above, using the loop control unit 114 (second goal achievement determination step). If the control unit 11 determines that the additional plan can fill the gap, the process proceeds to step S16; if not, the process proceeds to step S17.
[0186] In this step, the procedure by which the loop control unit 114 determines whether the difference can be closed is not particularly limited. One example of this procedure is to input the goal, the result, and the action plan into the generation AI, and have the generation AI generate a determination result as to whether the difference between the goal and the result can be closed.
[0187] [Step S16: Command to regenerate additional plan] The control unit 11 executes a process of commanding the loop control unit 114 to regenerate an additional plan (second regeneration command step). Specifically, the loop control unit 114 executes a process of commanding the AI support unit 113 to regenerate an additional plan that fills the above-mentioned difference. This regeneration is basically the same as the AI support step. The control unit 11 moves the process to step S14.
[0188] In order to realize regeneration based on additional plans that have already been generated, the loop control unit 114 may instruct the AI support unit 113 to add additional plans that were not determined to be able to fill the gap in the second goal achievement determination step to the input to the generation AI and perform regeneration.
[0189] When an execution ability target has been generated, the loop control unit 114 instructs the AI support unit 113 to regenerate an additional plan that fills the gap between the execution ability result and the execution ability target. When an intermediate result has been acquired, the loop control unit 114 instructs the AI support unit 113 to regenerate an intermediate addition plan that fills the gap between the intermediate result and the intermediate target.
[0190] The support process preferably includes a series of processes for presenting the generated additional plan and managing its execution and progress. Steps S17 to S18 are an example of such processes.
[0191] [Step S17: Command to Generate Schedule] The control unit 11 cooperates with the storage unit 13, communication unit 14, display unit 15, and other hardware components to enable the execution support unit 116. Then, the control unit 11 executes a process of commanding the generation AI to generate a schedule related to the execution of the generated additional plan by the execution support unit 116 (second schedule generation step). The control unit 11 proceeds to step S18.
[0192] In this step, the execution support unit 116 instructs the generation of a schedule indicating, for example, a period or a deadline for recommending the execution of specific actions indicated in the additional plan. In order to provide a schedule indicating intermediate goals, in this step, the execution support unit 116 preferably instructs the generation of a schedule including the intermediate goals.
[0193] [Step S18: Providing Additional Plan and Schedule] The control unit 11 executes a process of providing the generated additional plan and schedule to the user by the execution support unit 116 (second schedule providing step). The control unit 11 returns the process to step S1 and repeats the processes from step S1 to step S18.
[0194] The form of the additional plan and schedule provided by the execution support unit 116 in this step is not particularly limited, and may be, for example, a document showing a schedule or a calendar showing a schedule.
[0195] To help the user manage the progress, the embodiment preferably has a user interface for recording the results and / or progress of the additional plan. The user interface is preferably configured so that the support device 1 can acquire the recorded results and / or progress.
[0196] [Effects of the Support Process] The following describes the technical significance of the support process of this embodiment.
[0197] In the support process of this embodiment, the AI support unit 113 breaks down the sales target (e.g., the sales target in a future profit and loss plan (P / L) illustrated as three years from now) into its components: unit price, number of customers, purchasing frequency, and execution ability, based on the sales syntax input by the syntax input unit 111 (steps S1 to S2) and the gap measured by the gap measurement unit 112 (steps S3 to S5), and has the generation AI generate an action plan that includes targets related to these and fills the measured gap (step S6).
[0198] As a result, the support device 1 breaks down the overall sales target realistically and structurally, and supports the user who is considering a business concept so that the user can promote the business with high feasibility on a portfolio basis.
[0199] Therefore, the support device 1 that executes the support process can provide a technical means for supporting human deductive thinking in examining business concepts.
[0200] The support process of this embodiment can be configured so that the loop control unit 114 regenerates the action plan until it achieves the sales target (steps S7 to S8). That is, the support process according to this configuration can be configured to perform loop processing that encourages the self-evolution of the action plan related to the sales structure before providing the action plan. This is expected to enable the support device 1 to provide more refined and feasible action plans.
[0201] Furthermore, the support process of this embodiment can be configured so that the KPI evaluation unit 115 acquires results related to sales, average customer spending, number of customers, purchase frequency, and execution ability (steps S11 to S12). In this configuration, if the results do not reach the goals related to the action plan generated by the AI support unit 113, the KPI evaluation unit 115 causes the generation AI to generate an additional plan that fills the gap with the goals (steps S13 to S14).
[0202] That is, the support process according to this configuration identifies any discrepancies (gaps) between actual results and targets, and enables action corrections via additional plans by the generation AI for each gap in sales, average customer spending, number of customers, purchase frequency, and execution ability. As a result, the support device 1 supports the user in promoting a more feasible business, including action corrections based on actual results.
[0203] The support process of this embodiment can be configured so that, based on the syntax related to execution ability (C syntax; steps S1 to S2) input by the syntax input unit 111, the AI support unit 113 further decomposes execution ability, which is a component of the sales target, into elements including suitability for sales target, appeal of the value provided, resource availability, and operation execution ability, and causes the generation AI to generate an action plan that further includes execution ability targets related to these (steps S7 to S8). Also, in this configuration, the KPI evaluation unit 115 causes the generation AI to generate an action plan (execution plan) that closes the gap between the results and targets related to execution ability (steps S11 to S14).
[0204] If a company tries to achieve a sales target (Y) while lacking execution capability (C), it must overstrengthen average customer spending (P), number of customers (N), and purchase frequency (F). Such a strategy may result in an inefficient or unsustainable business plan. After careful consideration, the inventors have found that normalizing, evaluating, and improving C syntax are crucial strategic variables for making sales targets feasible and efficient.
[0205] Through the above-described processing, the support device 1 breaks down the overall sales target realistically and structurally, including the elements that constitute the execution capabilities related to business implementation, and supports users who are considering business concepts to promote more feasible businesses on a portfolio basis. The users can receive support in execution plans related to execution capabilities, such as, for example, selection of sales targets, improvement of products to suit the sales targets, measures to enhance the appeal of the value provided, consideration of resource arrangements, and consideration of measures to optimize operational execution capabilities.
[0206] The support process of this embodiment can be configured to provide an action plan including intermediate goals to support the user in promoting a business with greater feasibility (steps S7 to S8). More specifically, the support process of this configuration also provides an intermediate addition plan to fill the gap between the intermediate results and the intermediate goals, allowing the user to correct actions even at the intermediate goals. In this way, the support device 1 supports the user in promoting a business with even greater feasibility, including action corrections based on actual results at each point until the goal is achieved.
[0207] The support process of this embodiment can be configured so that the execution support unit 116 presents an action plan and its schedule related to the above-mentioned intermediate goal (steps S9 to S10, steps S17 to S18). That is, the support process configured in this manner presents action instructions generated by the generation AI and provides technical means for supporting the execution and progress management of the instructions. As a result, the support device 1 supports the user in promoting a business with high feasibility, including the execution and progress management of the action plan.
[0208] As described above, the various configurations described above contribute to providing technical means to assist human deductive thinking in examining business concepts.
[0209] [Supplementary Note: Regarding Sales Syntax Including Execution Ability] The following is a supplementary explanation of the effect obtained by pre-inputting a sales syntax including execution ability into the generation AI in this embodiment.
[0210] The sales syntax in this embodiment is a syntax that breaks down a sales target (Y) into its components: unit price (P), number of customers (N), purchase frequency (F), and execution ability (C), and is expressed by the basic syntax formula "Y=P×N×F×C."
[0211] Let's consider an example where the sales target (Y) is fixed and the execution ability (C) is lower than the desired value (e.g., the desired value is 0.8 and the current value is 0.6). In this case, the sales formula can be transformed to "Y / 0.6 = P x N x F." This formula suggests that due to a lack of execution ability, the unit price (P), number of customers (N), and purchase frequency (F) would need to be such that ideal execution would achieve at least 1.5 times the target sales.
[0212] If we consider the parameters for achieving sales target (Y) without including execution ability (C), the product of unit price (P), number of customers (N), and purchase frequency (F) will be large, resulting in a business plan that places an unnecessarily heavy burden on the sales field. On the other hand, by including execution ability (C) in the sales structure as an improvable parameter, we can build a business plan that reduces the burden on the sales field caused by large unit price (P), number of customers (N), and purchase frequency (F) numbers by increasing execution ability (C).
[0213] For example, let us consider a situation where the sales target (Y) is 500,000 yen, the current unit price (P) is 10,000 yen, the number of customers (N) is 300, the purchase frequency (F) is 0.2 (=20%), and the execution ability (C) is 0.6. In this case, the support device 1 performs the calculation "Y = P × N × F × C = 10,000 × 300 × 0.2 × 0.6 = 360,000 yen" based on the sales syntax, and obtains a calculation result indicating that current sales are expected to be 360,000 yen.
[0214] Based on the calculation results, the support device 1 determines that some kind of improvement is necessary and generates an action plan for the improvement. Because the support device 1 uses a sales syntax that includes execution ability (C), the support device 1 can include execution ability (C) as an improvement target in the action plan, in addition to unit price (P), number of customers (N), and purchase frequency (F). This allows the support device 1 to contribute to the consideration of highly feasible business concepts, including not only action plans to increase unit price (P) (e.g., switching to high-value-added products, revising unit prices), action plans to increase number of customers (N) (e.g., investing in advertising, strengthening referral systems, or customer contact points), and action plans to increase purchase frequency (F) (e.g., improving sales scripts, increasing reliability), but also action plans to improve execution ability (C) (e.g., organizational structure development, training, reproducibility design, UX design).
[0215] In the above example, assume that the assistance device 1 generates an action plan to improve execution ability (C) from the current 0.6 to approximately 0.8. At this time, the assistance device 1 performs a recalculation based on the sales syntax: "Y = P × N × F × C = 10,000 × 300 × 0.2 × 0.8 = 480,000 yen" and obtains a calculation result indicating that sales of 480,000 yen are expected. The assistance device 1 then generates an action plan to slightly increase the number of customers (N) from 300 to 315. The assistance device 1 then further performs a recalculation based on the sales syntax: "Y = P × N × F × C = 10,000 × 315 × 0.2 × 0.8 = 504,000" and obtains a calculation result indicating that sales of 504,000 yen are expected, which will achieve the sales target (Y) of 500,000 yen.
[0216] In other words, in this example, instead of an action plan that is expected to be difficult to achieve, such as increasing the product of unit price (P), number of customers (N), and purchasing frequency (F) by nearly 40%, the support device 1 can be said to have supported the consideration of a business plan that is more likely to be realized, such as increasing the product of unit price (P), number of customers (N), and purchasing frequency (F) by 5% while increasing execution ability (C).
[0217] <Example of Use> The following is an example of use of the assistance device 1 of this embodiment.
[0218] [Initialization of the Support Device 1] The user starts a program that executes the support processing of this embodiment in the support device 1. The program causes the support device 1 to execute the support processing, and performs initialization processing such as pre-inputting the sales syntax and C syntax into the generation AI.
[0219] [Consideration of Initial Concept] The user inputs a command to start processing related to the consideration of the initial concept to the support device 1. The support device 1 displays a screen prompting the user to input the target and current status of sales, and the target and current status of each element of the sales structure.
[0220] The user inputs the sales target and current sales via the input unit 16 or the input device of the terminal T. The support device 1 acquires these inputs and causes the generation AI to generate an action plan to close the gap between the sales target and current sales based on the sales syntax and the C syntax. This action plan includes targets for each element that makes up the sales syntax (unit price (P), number of customers (N), purchase frequency (F), and execution ability (C)) and each element that makes up execution ability (C) (suitability for sales target (T), appeal of the value provided (V), resource availability (R), and operation execution ability (O)).
[0221] The support device 1 further causes the generation AI to generate monthly goals as intermediate goals related to the action plan. The support device 1 displays on the display unit 15 a schedule including the monthly goals and a field for inputting intermediate results related to the monthly goals.
[0222] [Implementing a project in line with the project concept] Users can implement a project while managing its progress based on the displayed schedule. Users can promote a project with a high degree of feasibility by using a schedule that shows specific action plans for each of the above elements.
[0223] [Correction of Action Plan] The user inputs intermediate results into the schedule. The support device 1 acquires the intermediate results and causes the generation AI to generate an intermediate addition plan, which is an action plan that fills the gap between the intermediate results and the intermediate goal.
[0224] The support device 1 displays on the display unit 15 a revised schedule including a target related to the mid-course addition plan and a field for inputting results related to the target.
[0225] Users can carry out their projects while adjusting the progress of the project based on the revised schedule displayed.Users can promote their projects with a high degree of feasibility by using a schedule that shows a specific action plan that has been revised based on the results.
[0226] <Note> It should be noted that within the scope of the concept of the present invention, a person skilled in the art may conceive of various modifications and alterations, and it is understood that these modifications and alterations also fall within the scope of the present invention. For example, even if a person skilled in the art appropriately adds or deletes components or modifies the design of the above-described embodiment, or adds or modifies steps or conditions, these modifications are also included within the scope of the present invention as long as they include the gist of the present invention. [Explanation of symbols]
[0227] S System 1 Support equipment 11 Control section 111 Syntax Input Section 112 Gap measurement section 113 AI Support Department 114 Loop control section 115 KPI Evaluation Department 116 Executive Support Department 13 Storage section 131 Business Concept Table 14 Communications Department 15 Display section 16 Input section 2 Server T-Terminal N Network
Claims
1. A syntax input unit that inputs sales syntax related to business plan support into the generation AI; a gap measurement unit for measuring a gap between a sales target (Y) related to the business plan and current sales; An AI support unit that causes the generation AI to generate an action plan that fills the gap; Equipped with The syntax input unit inputs a sales syntax formula "Y = P x N x F x C" that breaks down the sales target (Y) into elements including average customer spending (P), number of customers (N), purchase frequency (F), and execution ability (C) into the generation AI, The AI support unit generates an action plan including goals regarding average customer spending, number of customers, purchase frequency, and execution ability based on the sales syntax. A support device for business concept consideration.
2. The support device according to claim 1 , further comprising a loop control unit that instructs the AI support unit to regenerate the action plan when the action plan fails to achieve the sales target.
3. Further provided is a KPI evaluation unit that acquires results related to the action plan, and if the results do not reach the target, instructs the AI support unit to generate an additional plan to fill the gap with the target, The KPI evaluation unit acquires results related to sales, average customer spending, number of customers, purchase frequency, and execution ability. The support device according to claim 2 .
4. The syntax input unit further inputs an execution capability syntax formula "C = (T x V) x (R x O)" that breaks down the execution capability (C) into elements including sales target suitability (T), appeal of the value provided (V), resource endowment (R), and operation execution capability (O); The AI support unit generates an action plan based on the execution capability syntax, further including execution capability goals related to sales target suitability, appeal of value proposition, resource availability, and operation execution capability; The KPI evaluation unit acquires performance results that are results related to the performance targets, and further instructs the generation of an action plan that closes the gap with the performance targets. The support device according to claim 3 .
5. The AI support unit causes the generation AI to generate an action plan including intermediate goals at one or more time points, The KPI evaluation unit acquires intermediate results that are results related to the intermediate goal, The loop control unit instructs the AI support unit to generate an intermediate addition plan that fills the gap between the intermediate result and the intermediate goal.
5. The support device according to claim 3 or 4.
6. further comprising an execution support unit that presents the action plan and its schedule; The support device according to claim 5.
7. A syntax input step of inputting a sales syntax related to business plan support into the generation AI; a gap measurement step of measuring a gap between a sales target (Y) related to the business plan and current sales; An AI assistance step of causing the generation AI to generate an action plan to fill the gap; on the computer, The syntax input step inputs a sales syntax formula "Y = P x N x F x C" that breaks down the sales target (Y) into elements including average customer spending (P), number of customers (N), purchase frequency (F), and execution ability (C) into the generation AI; The AI support step generates an action plan based on the sales syntax, the action plan including goals related to average customer spending, number of customers, purchase frequency, and execution ability. program.
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