Customized consulting system for SMEs

Abstract

The present invention relates to a customized consulting system for small and medium-sized enterprises (SMEs), comprising a server (30) providing an application (100); and a plurality of SME terminals (10a, 10b, 10c, 10d) that access the server (30) through the application (100); wherein the screen provided by the application (100) is equipped with menus such as 'Enterprise Certification', 'Patent Consulting', 'Policy Funding Guidance', 'Acquisition of Commercialization Assets Guidance', 'R&D Guidance', 'Claim for Correction', 'Startup Consulting and Corporate Conversion Guidance', 'Training of Corporate Education Instructors', and 'Request for Consultation'; and wherein when the first of the menus is selected, a description of the selected menu is presented.

Description

Technology Field

[0001] The present invention relates to a customized consulting system for small and medium-sized enterprises. Background Technology

[0002] In managing a business, there is a need to analyze and provide support regarding various tasks and national support systems, such as legal matters, taxation, accounting, import / export operations, patents, permits, military service exemptions, technology research institutes, employee inventions, venture companies, InnoBiz companies, and technology projects.

[0003] Although government agencies and affiliated organizations operate various systems to support small and medium-sized enterprises (SMEs), SMEs with limited manpower often struggle to utilize these programs as it is difficult for them to individually search for and understand the diverse national systems. Furthermore, while they receive consultations from individual consultants or certified professionals, there is a problem in that the quality of the consulting depends on the competence of the consultant or professional.

[0004] The present invention aims to provide a system that enables small and medium-sized enterprises (SMEs), which are unable to utilize various systems provided by government agencies and affiliated organizations due to a lack of manpower, to easily input information about their businesses, diagnose which government and affiliated agency systems they can utilize, and provide improvement measures. Prior art literature

[0005] Published Patent: No. 10-2009-0048004 (May 13, 2009) Published Patent No. 10-2021-0135132 (November 12, 2021) The problem to be solved

[0006] The present invention aims to enable companies to identify various government and government-affiliated support systems required by the company through online channels.

[0007] In addition, the present invention aims to enable a company representative to input their company's information to identify the company's status and recommend support systems suitable for the company accordingly.

[0008] In addition, since government support programs are differentiated by timing and company size, we intend to enable company representatives to identify future support programs and set the company's direction accordingly. means of solving the problem

[0009] The present invention relates to a customized consulting system for small and medium-sized enterprises (SMEs), comprising a server (30) providing an application (100); and a plurality of SME terminals (10a, 10b, 10c, 10d) that access the server (30) through the application (100); wherein the screen provided by the application (100) is equipped with menus such as 'Enterprise Certification', 'Patent Consulting', 'Policy Funding Guidance', 'Acquisition of Commercialization Assets Guidance', 'R&D Guidance', 'Claim for Correction', 'Startup Consulting and Corporate Conversion Guidance', 'Training of Corporate Education Instructors', and 'Request for Consultation'; and wherein when the first of the menus is selected, a description of the selected menu is presented.

[0010] In addition, in the present invention, the 'Corporate Certification' is provided with sub-menus including 'Corporate Research Institute Certification', 'Venture Company Certification', 'MainBiz / InnoBiz Certification', 'ISO9001 / 14001 Certification', 'Parts and Materials Company Certification', 'Root Industry Certification', and 'Family-Friendly Certification'. When the 'Consultation Request' menu is clicked, the SME terminal (10a, 10b, 10c, 10d) can attach a 'Business Registration Certificate', 'Income Statement', and 'Financial Statements' on the application screen, input employee information, and transmit it to the server (30) via the application (100). The server (30) can then transmit 'Corporate Research Institute Certification', 'Venture Company Certification', etc., to the SME terminal (10a, 10b, 10c, 10d) through the 'Business Registration Certificate', 'Income Statement', 'Financial Statements', and employee information. You may notify which of the following is possible: 'MainBiz / InnoBiz Certification', 'ISO 9001 / 14001 Certification', 'Parts and Materials Enterprise Certification', 'Root Industry Certification', or 'Family-Friendly Certification'.

[0011] In addition, in the present invention, the application (100) screen displays prize information for '30 minutes', and the prize information is to click on a 'diamond', 'ellipse', 'rectangle', 'triangle', 'circle', or 'star' shape, and the small and medium-sized enterprise terminal (10a, 10b, 10c, 10d) can receive a prize by clicking on the first of the 'diamond', 'ellipse', 'rectangle', 'triangle', 'circle', or 'star' through the application (100) screen, and the prize information may disappear after the '30 minutes' have passed. Effects of the invention

[0012] In this invention, the aim was to enable companies to identify various government and government-affiliated support systems required by the government through online channels.

[0013] In addition, the present invention aims to enable a company representative to input their company's information to identify the company's status and recommend support systems suitable for the company accordingly.

[0014] In addition, since government support programs are differentiated by time period and company size, the aim was to enable company representatives to identify future support programs and set the company's direction accordingly.

[0015] In addition, the present invention provides prize information to increase the participation of small and medium-sized enterprises.

[0016] In the present invention, multiple small and medium-sized enterprise terminals can identify information on various companies registered on the server, view their benefits, and consider costs to determine when or if they will receive consulting. Brief explanation of the drawing

[0017] Figure 1 illustrates a mail application screen to which the system of the present invention is applied. Figure 2 illustrates the content of a customer's inquiry to the system of the present invention. Figure 3 is a screen of the personnel application of the CEO of the system of the present invention. Figures 4a to 4g are introduction application screens for corporate certification. Figure 5 is an application screen for patent consulting. Figure 6 is an application screen for the policy fund map. Figure 7 is an application screen for the asset acquisition map. Figure 8 is an application screen for the R&D map. Figure 9 is an application screen for a tax correction claim. Figure 10 is an application screen for startup consulting and corporate conversion guidance. Figure 11 is an application screen for training corporate education instructors. Figure 12 is an application screen for a consultation request. FIG. 13 is a system configuration diagram of the present invention. FIGS. 14a and FIGS. 14b are application screens provided by the server of the present invention. FIGS. 15a to 15d are application screens for another embodiment of the present invention. FIGS. 16a to 16e are application screens for another embodiment of the present invention. Specific details for implementing the invention

[0018] The present invention will be described in more detail below with reference to the attached drawings.

[0019] The attached drawings illustrate exemplary embodiments of the present invention and are provided merely to explain the invention in more detail, and do not limit the technical scope of the invention.

[0020] FIGS. 1 to 3 are a mail application screen to which the system of the present invention is applied, an application screen for customer inquiries, and a personnel application screen for the CEO.

[0021] FIGS. 4a to 4g are application screens introducing corporate certification, and FIGS. 5 to 12 are application screens for patent consulting, policy fund guidance, asset acquisition guidance, R&D guidance, tax correction claim, startup consulting and corporate conversion guidance, training of corporate education instructors, and consultation request.

[0022] The certification of a corporate research institute is a system designed to foster independent research organizations within a company by reporting and recognizing a dedicated research and development organization that meets certain requirements (e.g., at least 3 employees for small businesses, or at least 2 employees from the date of establishment for up to 3 years), and to promote corporate research and development by granting support benefits for research and development activities to recognized institutes / dedicated departments. The support benefits provided include: ⓐ tax credits for investment in research and human resource development expenses and facility investment for research and human resource development; ⓑ income tax exemption on research activity expenses for dedicated research personnel; and ⓒ tax credits for research and human resource development expenses in new growth engine industries and source technologies.

[0023] Venture company certification is a system that provides benefits to small and medium-sized enterprises (SMEs) that meet the requirements for each type of venture confirmation among those with superior capabilities, such as technological and business capabilities, regarding technology and management innovation compared to other companies under the Special Measures Act on the Promotion of Venture Companies. The benefits include corporate tax and income tax reductions, a 50% reduction in income tax, exemption from registration tax and acquisition tax on business property acquired within 4 years from the date of venture confirmation for startup venture SMEs, and a 50% reduction in property tax for 5 years from the date of venture confirmation for property used by startup venture SMEs.

[0024] The requirements for a venture company are as follows.

[0025] It means a company that is 1) a small and medium-sized enterprise, 2) has received an investment of a certain amount or more from a small and medium-sized enterprise startup investment company, a venture investment fund, a new technology business finance company, a new technology business investment fund, Korea Venture Investment, etc., or 3) has an annual research and development expenditure and a ratio of the sum of research and development expenditures to total annual sales of a certain amount or more, and has been evaluated as having excellent growth potential by a venture company certification agency.

[0026] MainBiz certification is a compound word of MANAGEMENT, INNOVATION, and BUSINESS, referring to companies certified by the Ministry of SMEs and Startups as management innovation-type small and medium-sized enterprises. Support benefits include financial and tax incentives, preferential interest rates at affiliated banks, deferment of regular tax audits, deferment of customs audits, and funding support for innovative startups.

[0027] The INNOBIZ certification is a compound word of "Innovation" and "Business," referring to technology-innovative small and medium-sized enterprises that have secured competitiveness based on technological superiority. It is characterized by prioritizing future growth potential over past performance, as selection is based on technological competitiveness and internal stability achieved through research and development. Support benefits include financial and tax incentives, human resource support, R&D support, sales and export support, and priority examination for patent and utility model applications.

[0028] ISO 9001 / 14001 certification refers to international standards for quality management systems established by the ISO (International Organization for Standardization). The purpose of these standards is to facilitate international trade by standardizing the quality management system requirements of organizations in a global business environment. Support benefits include venture certification, additional points for InnoBiz and MainBiz, financial support, and additional points when bidding for the Public Procurement Service.

[0029] The Parts and Materials Enterprise Certification is a system designed to enhance the technological competitiveness of the materials, parts, or equipment industry by recommending and verifying companies primarily engaged in the development or manufacturing of materials, parts, or equipment as specialized enterprises. Support benefits include human resource support (Industrial Technical Personnel System), financial support (Bank of Korea policy funds), and R&D support.

[0030] Root technologies refer to fundamental process technologies utilized across the entire manufacturing sector, such as casting, molding, plastic processing, welding, surface treatment, and heat treatment, as well as next-generation process technologies crucial for the future growth and development of the manufacturing industry, including injection molding, pressing, precision machining, robots, and sensors.

[0031] The term "Root Industry" refers to business sectors that conduct operations utilizing root technologies or manufacturing sectors of equipment used in root technologies, as defined by Presidential Decree. A "Root Enterprise" refers to a company engaged in a root industry, and upon certification as a Root Enterprise, benefits such as financial support, human resource support (Industrial Technical Personnel System), and R&D support are available.

[0032] Family-friendly certification is a system that grants certification through an evaluation to companies and public institutions that operate family-friendly systems in an exemplary manner. It includes support for childbirth and child-rearing, flexible work systems, and the creation of a family-friendly workplace culture. Support benefits include financial support, manpower support (industrial technical personnel system), preferential treatment in procurement and supply, and interest subsidies for small and medium-sized enterprises.

[0033] Patent consulting involves identifying patents that align with a company's objectives and providing consulting on their strategic utilization.

[0034] Policy finance refers to funds provided by the government through policy to resolve the financial difficulties of small and medium-sized enterprises (SMEs) that lack sufficient collateral. Policy finance can be classified into four categories: government grants, government subsidies, government loans, and government guarantees. Relevant institutions include the Korea Small Business & Venture Corporation, the Korea Credit Guarantee Fund, and regional credit guarantee foundations.

[0035] The policy finance guidance procedure involves ① analysis of qualitative and quantitative indicators of small and medium-sized enterprises → ② analysis of indicators that can be improved by small and medium-sized enterprises → ③ guidance based on the analyzed data → ④ guidance on available policy funds.

[0036] Business assets are assets acquired in connection with the business operations of small and medium-sized enterprises, and representative examples include self-owned workplaces, self-owned factories, and self-owned warehouses.

[0037] The guidance on acquiring business assets involves ① identifying the funds required to acquire business assets → ② determining whether small and medium-sized enterprises can acquire business assets → ③ checking essential guidance items → ④ providing guidance on acquiring business assets → and ⑤ checking acquisition and registration tax reduction items.

[0038] Benefits of acquiring business assets include: ① increase in corporate value, ② collateral usability, ③ reduction in rent expenditure, ④ increase in corporate value due to improved value of business assets, and ⑤ preferential treatment in policy funds and R&D projects.

[0039] R&D guidance is a policy provided by the government to an agency when a small or medium-sized enterprise (SME) acts as an agent for government projects; that is, the government supports private institutions with R&D funds when they conduct R&D projects. The R&D guidance procedure involves: ① analysis of qualitative and quantitative indicators of the SME → ② analysis of indicators that can be improved by the SME → ③ guidance based on the analyzed data → ④ guidance on R&D projects that can be supported.

[0040] A request for correction is a system that allows taxpayers to rightfully receive back from the National Tax Service tax benefits they did not receive during the previous five years and taxes overpaid due to insufficient documentation. The procedure for a request for correction consists of: ① submission of relevant documents → ② review of matters reflected in the Restriction of Special Tax Treatment Act → ③ notification of refund → ④ receipt of request for correction and refund → ⑤ follow-up management.

[0041] Startup consulting and guidance on corporate conversion involves providing guidance on the necessary structures for the establishment of small and medium-sized enterprises by entrepreneurs and prospective entrepreneurs, and providing appropriate guidance on corporate conversion through analysis to reduce the tax burden on sole proprietors and sole proprietors with high income tax rates.

[0042] The present invention aims to enable small and medium-sized enterprises to easily access and utilize various systems related to tax benefits and government support, such as certification of corporate research institutes, certification of venture companies, Main Biz / Inno Biz certification, ISO 9001 / 1400 certification, certification of parts and materials companies, certification of root companies, family-friendly certification, patent consulting, policy funds, acquisition of business assets, government R&D, etc., claims for tax correction, startup consulting and corporate telephone guidance, etc.

[0043] A terminal (10a) of a small and medium-sized enterprise can connect to the server (30) of the present invention and view the internet information (Figs. 1 to 12) provided by the present invention and view various government support systems.

[0044] As shown in FIG. 14a, when a small and medium-sized enterprise terminal (10a) inputs a business registration certificate, an income statement, financial statements, and employee information to request consultation and transmits them to a server (30), the server (30) transmits a valid result to the small and medium-sized enterprise terminal (10a) based on the input information as shown in FIG. 14b.

[0045] In the present invention, when a prize is temporarily (e.g., 30 minutes, 20 minutes, 10 minutes) displayed on the application screen provided by the server (30), a small and medium-sized enterprise terminal (10a, 10b, 10c, 10d) connected to the server (30) clicks on the prize, receives a result, and can receive the prize.

[0046] By temporarily providing it at the bottom of the application screen, the volume of server connections from small and medium-sized enterprise terminals can be increased, thereby enhancing the promotional effect for the application screen.

[0047] For example, the prize time is from 11:10 AM to 11:40 AM on October 20, 2022, and the clickable shapes can be a rhombus, oval, rectangle, triangle, circle, or star shape; clicking a rhombus, rectangle, or star results in a loss, an oval can be a 30-inch monitor, a triangle can be a 100,000 won gift certificate, and a circle can be a 400,000 won printer.

[0048] In this way, temporary prizes are offered to increase the participation of small and medium-sized enterprise terminals.

[0049] Additionally, a plurality of small and medium enterprise terminals (10a, 10b, 10c, 10d) may be terminals of small and medium enterprises in various industries (e.g., electronics, machinery, chemical, bio, etc.), and as illustrated in FIGS. 16a to 16e, a first small and medium enterprise terminal (10a), which is any one of the plurality of small and medium enterprise terminals (10a, 10b, 10c, 10d), connects to the server (30) and, through the 'Find Member Company' menu in the application (100), searches for companies registered with the server (30) that are in the same industry, have a similar number of employees (within a 50% margin of error), have a similar sales volume (within a 50% margin of error), have a corporate research institute, are certified venture companies, are Main Biz companies, IS9001 certified companies, parts and materials companies, root companies, or family-friendly companies, using 'Find Same Industry', 'Find Companies with Similar Number of Employees', 'Find Companies with Similar Sales Volume', 'Find Companies with Corporate Research Institutes', 'Find Certified Venture Companies', 'Main You can find companies through the 'Find Business', 'Find IS9001', 'Find Parts and Materials Companies', 'Find Root Companies', and 'Find Family-Friendly Companies' menus, and view information about the companies (e.g., industry, number of employees, founding date, sales growth trend, certification details, benefits from certification).

[0050] For example, as shown in Fig. 16b, when the 'Find Venture Certified Company' menu is selected, a number of companies (A, B, C, D) that are 'Venture Certified Companies' among the companies registered on the server (30) are displayed. When the first small and medium enterprise terminal (10a) selects the first company (A) among the number of companies (A, B, C, D), the 'industry', 'number of employees', 'startup date', 'sales growth trend', 'venture certification date', 'venture company benefits', 'additional certification details', and benefit information for the first company (A) are displayed. When 'Venture Company Benefits' is selected, the benefit information of the venture company can be viewed.

[0051] In this way, multiple small and medium enterprise terminals (10a, 10b, 10c, 10d) connected to the server (30) can compare information of other companies that have registered with the server (30) and directly determine for themselves which system consulting is advantageous to receive at what cost and at what time.

[0052] Additionally, the application (100) provided by the server (30) displays a menu of 'A Company Connection' that allows the first small and medium-sized enterprise terminal (10a) to send a message to the first company (A), and through 'A Company Connection', the first small and medium-sized enterprise terminal (10a) can make various inquiries directly to the first company (A) and establish a network.

[0053] When the first small and medium-sized enterprise terminal (10a) clicks 'Additional Certification Details', as shown in FIG. 16c, other certification details other than venture enterprises and the benefits thereof are displayed, allowing various information to be obtained.

[0054] The above description is merely an illustrative explanation of the technical concept of the present invention, and those skilled in the art to which the present invention pertains will be able to make various modifications and variations within the scope of the essential characteristics of the present invention. Accordingly, the embodiments disclosed in the present invention are intended to explain, not limit, the technical concept of the present invention, and the scope of the technical concept of the present invention is not limited by such embodiments. The scope of protection of the present invention should be interpreted by the claims below, and all technical concepts within an equivalent scope should be interpreted as being included within the scope of rights of the present invention. Explanation of the symbols

[0056] 10a, 10b, 10c, 10d: SME terminals 30: Server

Claims

Claim 1 A server (30) providing an application (100): comprising a plurality of small and medium-sized enterprise terminals (10a, 10b, 10c, 10d) that access the server (30) through the application (100), and the screen provided by the application (100) is equipped with menus such as 'Corporate Certification', 'Patent Consulting', 'Policy Funding Guidance', 'Commercialization Property Acquisition Guidance', 'R&D Guidance', 'Correction Claim', 'Startup Consulting and Corporate Conversion Guidance', 'Corporate Education Instructor Training', and 'Consultation Request', and the 'Corporate Certification', 'Patent Consulting', 'Policy Funding Guidance', 'Commercialization Property Acquisition Guidance', and 'R&D Guidance'. When the first option is selected from the menus 'Claim for Correction', 'Startup Consulting and Guidance on Corporate Conversion', 'Training of Corporate Education Instructors', and 'Request for Consultation', an explanation of the selected menu is presented, and the above 'Corporate Certification' is equipped with sub-menus including 'Corporate Research Institute Certification', 'Venture Company Certification', 'MainBiz / InnoBiz Certification', 'ISO9001 / 14001 Certification', 'Parts and Materials Company Certification', 'Root Industry Company Certification', and 'Family-Friendly Certification', and when the above 'Request for Consultation' menu is clicked, the SME terminal (10a, 10b, 10c, 10d) on the application screen can attach the 'Business Registration Certificate', 'Income Statement', and 'Financial Statements' and input employee information and transmit it to the server (30) through the application (100), and the server (30) can [transmit] the SME terminal (10a, Notify the applicant of the following certifications: 'Corporate Research Institute Certification', 'Venture Company Certification', 'MainBiz / InnoBiz Certification', 'ISO9001 / 14001 Certification', 'Parts and Materials Company Certification', 'Root Industry Certification', and 'Family-Friendly Certification', and present prize information on the application (100) screen for '30 minutes', and the prize information involves clicking on the shapes of a 'diamond', 'ellipse', 'rectangle', 'triangle', 'circle', and 'star', and the small and medium-sized enterprise terminal (10a, 10b, 10c, 10d) clicks on the 'diamond', 'ellipse', through the application (100) screen,You can receive a prize by clicking the first of 'Rectangle', 'Triangle', 'Circle', and 'Star', and the prize information disappears after the '30 minutes' mentioned above. Among the multiple small and medium enterprise terminals (10a, 10b, 10c, 10d), the first small and medium enterprise terminal (10a) connects to the server (30) and clicks the 'Find Member Company' menu in the application (100), and the menus 'Find Same Industry', 'Find Companies with Similar Employee Size within a 50% Error Range', 'Find Companies with Similar Sales Size within a 50% Error Range', 'Find Companies with Corporate Research Institutes', 'Find Certified Venture Companies', 'Find Main Biz', 'Find IS9001', 'Find Parts and Materials Companies', 'Find Certified Root Companies', and 'Find Family-Friendly Certified Companies' are displayed. When the 'Find Certified Venture Companies' menu is selected, multiple companies (A, B, C, etc.) corresponding to 'Certified Venture Companies' among the companies registered with the server (30) are displayed. When D) is displayed and the first company (A) is selected among multiple companies (A, B, C, D), information regarding the first company (A), such as 'industry', 'number of employees', 'date of establishment', 'sales growth trend', 'date of venture company certification', 'venture company benefits', 'additional certification details', and benefits is displayed. When 'venture company benefits' is selected, information regarding the venture company's benefits can be viewed. The benefit information includes information on 'tax benefits on sales', 'priority patent examination', and 'reduction of acquisition tax'. Additionally, the application (100) provided by the server (30) may display a menu for 'Connect to Company A' that allows the first small and medium enterprise terminal (10a) to send a message to the first company (A). When 'Connect to Company A' is clicked, a box (70) for sending an 'inquiry' is displayed. After writing the inquiry content in the 'box (70)', the inquiry can be sent to the first company (A) via the 'send' button. If the above 'Additional Certification Details' is clicked, other certification details other than venture company certifications and their benefits are displayed, and the above other certification details include 'Innobiz' and 'Root Enterprise Certification',A customized consulting system for small and medium-sized enterprises characterized by including 'financial support' and 'industrial workforce support' as benefits of the above 'Root Enterprise Certification'. Claim 2 delete Claim 3 delete Claim 4 delete

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