Automatic transmission method of document based on ERP system

Abstract

The application relates to the technical field of information processing, and discloses a bill automatic transmission method based on an ERP system, which comprises the following steps: step one, based on the ERP system, establishing an online data collection module, a user interface and self-service learning module, a user interface calculation module, an ERP system evaluation module and an ERP system management module; step two, collecting historical user demand, collecting new demand, collecting bill types and management problems in the online data collection module; step three, designing interactive courses, simulation operations and self-service guides in the user interface and self-service learning module, and designing various query modes; step four, performing data calculation in the user interface calculation module; step five, the ERP system evaluation module collects the results of the above calculation formulas, and comprehensively evaluates the performance and user satisfaction of the user interface and self-service learning module; and step six, the ERP system management module formulates and executes rectification measures according to the evaluation results.

Description

Technical Field

[0001] This invention relates to the field of information processing technology, specifically to an automatic document transmission method based on an ERP system. Background Technology

[0002] Low user acceptance has been a persistent problem for many enterprises during the implementation and application of traditional ERP systems. ERP systems typically involve complex functional modules and operational processes, posing significant challenges for users. Unfriendly user interfaces, dense information, and difficult navigation make it hard for users to quickly find the functions they need, increasing the difficulty of use. Furthermore, the cumbersome operational processes of ERP systems, requiring users to follow complex pre-set procedures, are prone to errors. These factors combined lead some employees to develop resistance to ERP systems, becoming unwilling to use them or unable to fully utilize their functions, thus hindering the effective application of the system.

[0003] In addition to the aforementioned problems, existing documents are numerous and varied, making retrieval difficult, management inconvenient, and prone to omissions. Managers struggle to rationally plan production based on these diverse documents, and users find it difficult to effectively retrieve information from these documents. These issues further exacerbate the challenges of implementing ERP systems, presenting enterprises with even more difficulties and challenges when implementing them. Summary of the Invention

[0004] (a) Technical problems to be solved

[0005] To address the shortcomings of existing technologies, this invention provides an automatic document transmission method based on an ERP system. This method has the advantages of simple document retrieval with a wide variety of documents and high user acceptance, thus solving the problems of difficult document retrieval and low user acceptance in traditional ERP systems.

[0006] (II) Technical Solution

[0007] To achieve the above objectives, the present invention provides the following technical solution: an automatic document transmission method based on an ERP system, comprising the following steps:

[0008] Step 1: Based on the ERP system, establish an online data collection module, a user interface and self-learning module, a user interface calculation module, an ERP system evaluation module, and an ERP system management module;

[0009] Step 2: Collect historical user needs, new needs, and document types and management challenges in the online data collection module;

[0010] Step 3: Design interactive tutorials, simulated operations, and self-service guides in the user interface and self-service learning module, and design multiple query modes;

[0011] Step 4: Perform data calculations in the user interface calculation module;

[0012] Step 5: The ERP system evaluation module summarizes the results of the above calculations and comprehensively evaluates the performance of the user interface and self-learning module, as well as user satisfaction.

[0013] Step Six: Based on the assessment results, the ERP system management module formulates and implements corrective measures.

[0014] Preferably, the online data collection module includes a historical online user demand collection unit, an online new demand collection unit, and a document type collection unit. The historical online user demand collection unit collects historical user demand data through online questionnaires, user feedback forms, and historical data analysis. The online new demand collection unit is equipped with a real-time feedback mechanism, which obtains online new user demand data through online chat and feedback buttons. The document type collection unit obtains document type collection data through document usage records, user feedback, and document management problem reports. The historical online user demand collection unit, the online new demand collection unit, and the document type collection unit are connected to the user interface calculation module via a network.

[0015] Preferably, the user interface calculation module includes a self-service function analysis unit, an online feedback analysis unit, and a query difficulty analysis unit. The self-service function analysis unit calculates the utility of the self-service function based on users' historical demand data and users' online new demand data. The online feedback analysis unit calculates the response efficiency based on the user's online new request data. The query difficulty analysis unit collects data based on document type and calculates the query difficulty index. The self-service function analysis unit, online feedback analysis unit, and query difficulty analysis unit are connected to the ERP system evaluation module via a network.

[0016] Preferably, the online user demand collection unit assigns data numbers to the time required to complete the original task and the number of original determined displays based on the characteristics of the user's historical demand data. The time required to complete the original task and the number of original determined displays are respectively numbered as follows: , .

[0017] Preferably, the online new request collection unit assigns data numbers based on the characteristics of user online new request data, including the time required to complete the improved task, the number of clicks to confirm the new request, the number of resolved feedbacks for online new requests on the user interface, the total number of feedbacks for online new requests on the user interface, the average response time of the user interface self-learning module, and the response time for new requests on the user interface self-learning module. The time required to complete the improved task and the number of clicks to confirm the new request are respectively numbered as follows: , The number of resolved online new user interface requests, the total number of online new user interface requests, the average response time of the user interface self-learning module, and the response time of new user interface self-learning module requests are respectively numbered as follows: , , , .

[0018] Preferably, the document type collection unit categorizes the number of failed document type queries, the total number of document type queries, the average query time, and the target document type query time in the self-service system based on the characteristics of the collected document type data. These criteria are respectively numbered as follows: , , , .

[0019] Preferably, the self-service function analysis unit calculates the utility of the self-service function based on users' historical demand data and users' online new demand data. The calculation formula is as follows:

[0020]

[0021] In the formula, This indicates the effectiveness of self-service functions. This indicates the original time required to complete the task. This indicates the time required to complete the task after the improvements. This indicates the rate of reduction in task completion time. This indicates the number of clicks to confirm the addition of a new number of clicks. Indicates the original number of times the image will be displayed. Indicates click-through rate. Indicates the number of errors. Indicates the total number. Indicates the error rate.

[0022] Preferably, the online feedback analysis unit calculates the response efficiency based on the user's online new demand data. The calculation formula is as follows:

[0023]

[0024] In the formula, Indicates the reaction response efficiency. This indicates the number of user interface requests that have been added online and resolved. This indicates the total number of new user interface requests submitted online. This indicates the average response time of the user interface self-learning module. This indicates the response time for new requests to the self-service learning module in the user interface.

[0025] Preferably, the query difficulty analysis unit collects data based on document type and calculates the query difficulty index. The calculation formula is as follows:

[0026]

[0027] In the formula, Indicates the difficulty level of the query. This indicates the number of times the document type query failed in the self-service. This indicates the total number of document type queries performed in the self-service system. This indicates the average search time for different document types in self-service. This indicates the time for querying the target document type in the self-service.

[0028] Preferably, the ERP system evaluation module is based on the self-service function utility. The performance of the user interface and self-learning module was evaluated. Based on the evaluation results, the ERP system management module optimized the user interface design, provided more intuitive navigation, enhanced the user-friendliness of the system, and improved the document management function.

[0029] The ERP system evaluation module is based on response efficiency. The user satisfaction with the user interface and self-learning module is evaluated. Based on the evaluation results, the ERP system management module optimizes the interface design, improves the response speed, improves the self-learning module, and enhances the module performance.

[0030] The ERP system evaluation module is based on the query difficulty index. The ERP system management module measures the difficulty users encounter during the query process and switches query modes based on the evaluation results.

[0031] Compared with the prior art, the present invention provides an automatic document transmission method based on an ERP system, which has the following beneficial effects:

[0032] 1. This invention calculates the utility of self-service functions. The ERP system evaluation module can utilize self-service functions. The numerical values ​​are then used to analyze user efficiency and satisfaction when using self-service and learning modules, including the speed at which users complete tasks, error rates, and user feedback metrics. This is to assess the effectiveness of the self-service function. When the system is inefficient, the ERP system management module will improve self-service functionality by adding automated document processing, real-time data updates, document auditing mechanisms, and document traceability. Such evaluation helps identify the strengths and weaknesses in the user interface and self-learning module, providing a basis for subsequent improvements.

[0033] 2. This invention calculates the reaction response efficiency. The ERP system evaluation module will assess response efficiency. The numerical values ​​used to measure the responsiveness of the user interface and the effectiveness of the self-learning module include evaluating system response time, which is the time between a user's request and the system's response, and assessing response efficiency. When the system is in a low-risk state, the ERP system management module will automatically adjust system parameters, such as cache size and concurrent user count, as well as update system patches and clean up useless data, based on the evaluation results. This will optimize the interface design. At the same time, by analyzing user feedback and system performance data, the ERP system management module will automatically improve the self-learning module, making it more intuitive and easier to use, and providing better user guidance and support.

[0034] 3. This invention calculates the query difficulty index. This effectively measures the degree of difficulty users encounter during the query process, helps enterprises identify and improve the shortcomings of the system interface and self-learning module, and enhances user experience. According to the evaluation results, because multiple query modes are designed in the user interface and self-learning module, the ERP system management module can switch query modes and introduce intelligent search, category navigation and personalized settings in the modes, enabling users to complete query tasks more efficiently, improve work efficiency, and solve the problem of difficulty in querying a wide variety of documents in traditional ERP systems. Attached Figure Description

[0035] Figure 1 This is a flowchart of the method of the present invention. Detailed Implementation

[0036] The technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0037] Please see Figure 1 The automatic document transmission method based on the ERP system includes the following steps:

[0038] Step 1: Based on the ERP system, establish an online data collection module, a user interface and self-learning module, a user interface calculation module, an ERP system evaluation module, and an ERP system management module. By establishing these modules, it can be ensured that the ERP system fully covers the key aspects of user needs collection, user experience optimization, data calculation, system evaluation, and problem rectification, thereby improving the system's comprehensiveness and responsiveness.

[0039] Step 2: Collect historical user needs, new needs, and document types and management challenges in the online data collection module. This helps to gain a deeper understanding of users' actual needs and pain points, providing data support for subsequent module optimization and enhancing the system's adaptability.

[0040] Step 3: Design interactive tutorials, simulated operations, and self-service guides in the user interface and self-service learning module, and design multiple query modes (providing users with self-service and learning resources to improve users' understanding and acceptance of the system), which helps to improve users' learning efficiency and operational proficiency, reduce dependence on technical support, and provide multiple query modes to meet the personalized needs of different users and improve user experience.

[0041] Step 4: Perform data calculations in the user interface calculation module to monitor and analyze user behavior in real time, thereby analyzing system performance, providing a scientific basis for module optimization, and improving the response speed of the entire system.

[0042] Step 5: The ERP system evaluation module summarizes the results of the above calculation formulas to comprehensively evaluate the performance and user satisfaction of the user interface and self-learning module. This comprehensive evaluation of the user interface and self-learning module's performance and user satisfaction can promptly identify problems and areas for improvement, ensuring continuous system improvement.

[0043] Step Six: Based on the evaluation results, the ERP system management module formulates and implements corrective measures, including interface optimization, process simplification, and function enhancement for the user interface and self-learning module. This ensures that the ERP system continuously adapts to changes in user needs, improves system flexibility and user satisfaction, while interface optimization, process simplification, and function enhancement are used to improve system usability and efficiency and reduce the operational burden on online users.

[0044] The online data collection module includes a historical online user demand collection unit, an online new demand collection unit, and a document type collection unit. The historical online user demand collection unit collects and analyzes users' historical needs and feedback on the ERP system. It collects historical user demand data through online questionnaires, user feedback forms, and historical data analysis. The online new demand collection unit collects new user needs and suggestions in real time. It has a real-time feedback mechanism and obtains online new demand data through online chat and feedback buttons. The document type collection unit collects and manages the types of documents used in the ERP system to optimize document management. It obtains document type collection data through document usage records, user feedback, and document management problem reports. The historical online user demand collection unit, the online new demand collection unit, and the document type collection unit are connected to the user interface calculation module via the network.

[0045] The user interface calculation module includes a self-service function analysis unit, an online feedback analysis unit, and a query difficulty analysis unit. The self-service function analysis unit calculates the utility of the self-service function based on users' historical demand data and users' online new demand data. The online feedback analysis unit calculates the response efficiency based on users' online new request data. The query difficulty analysis unit collects data based on document type and calculates the query difficulty index. The self-service function analysis unit, online feedback analysis unit, and query difficulty analysis unit are connected to the ERP system evaluation module via the network.

[0046] The online user demand collection unit assigns data numbers to the original time required to complete the task and the original number of determined displays based on the characteristics of historical user demand data. The original time required to complete the task and the original number of determined displays are respectively numbered as follows: , .

[0047] The online new request collection unit assigns data numbers based on the characteristics of user online new request data, including the time required to complete the improved task, the number of "confirm" clicks, the number of resolved feedbacks for online new requests on the user interface, the total number of feedbacks for online new requests on the user interface, the average response time of the user interface self-service learning module, and the response time for new requests on the user interface self-service learning module. The time required to complete the improved task and the number of "confirm" clicks are respectively numbered as follows: , The number of resolved feedbacks for new online user interface requests, the total number of feedbacks for new online user interface requests, the average response time of the user interface self-service learning module, and the response time for new user interface self-service learning module requests are respectively numbered as follows: , , , .

[0048] The document type collection unit categorizes the following data based on the characteristics of the collected document type data: the number of failed document type queries in self-service, the total number of document type queries in self-service, the average query time for document types in self-service, and the query time for the target document type in self-service. These categories are then respectively numbered as follows: , , , .

[0049] The self-service function analysis unit calculates the utility of the self-service function based on users' historical demand data and users' online new demand data. The calculation formula is as follows:

[0050]

[0051] In the formula, This indicates the effectiveness of self-service functions. This indicates the original time required to complete the task. This indicates the time required to complete the task after the improvements. This indicates the rate of reduction in task completion time. This indicates the number of clicks to confirm the addition of a new number of clicks. Indicates the original number of times the image will be displayed. Indicates click-through rate. This indicates the number of errors, which refers to the number of times an error occurs during a certain process. This indicates the total number, which refers to the total number of all items or actions involved in the process. Indicates the error rate.

[0052] The advantage is that it calculates the utility of self-service functions. The ERP system evaluation module can utilize self-service functions. The numerical values ​​are then used to analyze user efficiency and satisfaction when using self-service and learning modules, including the speed at which users complete tasks, error rates, and user feedback metrics. This is to assess the effectiveness of the self-service function. When the system is inefficient, the ERP system management module will improve self-service functionality by adding automated document processing, real-time data updates, document auditing mechanisms, and document traceability. Such evaluation helps identify the strengths and weaknesses in the user interface and self-learning module, providing a basis for subsequent improvements.

[0053] The online feedback analysis unit calculates response efficiency based on user-generated new requests data. The calculation formula is as follows:

[0054]

[0055] In the formula, Indicates the reaction response efficiency. This indicates the number of user interface requests that have been added online and resolved. This indicates the total number of new user interface requests submitted online. This represents the average response time of the user interface self-service learning module. The average response time is the total time required for the module to process all transactions divided by the total number of transactions. This indicates the response time for new requests to the user interface self-learning module. The target response time is the optimal response time expected to be achieved during the module design.

[0056] The advantage is that it allows for the calculation of reaction response efficiency. The ERP system evaluation module will assess response efficiency. The numerical values ​​used to measure the responsiveness of the user interface and the effectiveness of the self-learning module include evaluating system response time, which is the time from when a user makes a request to when the system responds, and assessing response efficiency. When the system is in a low-risk state, the ERP system management module will automatically adjust system parameters, such as cache size and concurrent user count, as well as update system patches and clean up useless data, based on the evaluation results. This will optimize the interface design. At the same time, by analyzing user feedback and system performance data, the ERP system management module will automatically improve the self-learning module, making it more intuitive and easier to use, and providing better user guidance and support.

[0057] The query difficulty analysis unit collects data based on document type and calculates the query difficulty index. The calculation formula is as follows:

[0058]

[0059] In the formula, Indicates the difficulty level of the query. This indicates the number of times the document type query failed in the self-service. This indicates the total number of document type queries performed in the self-service system. This indicates the average search time for different document types in self-service. This indicates the time for querying the target document type in the self-service.

[0060] The advantage is that it calculates the query difficulty index. This effectively measures the degree of difficulty users encounter during the query process, helps enterprises identify and improve the shortcomings of the system interface and self-learning module, and enhances user experience. According to the evaluation results, because multiple query modes are designed in the user interface and self-learning module, the ERP system management module can switch query modes and introduce intelligent search, category navigation and personalized settings in the modes, enabling users to complete query tasks more efficiently, improve work efficiency, and solve the problem of difficulty in querying a wide variety of documents in traditional ERP systems.

[0061] The ERP system evaluation module is based on the utility of self-service functions. The performance of the user interface and self-learning module was evaluated. Based on the evaluation results, the ERP system management module optimized the user interface design, provided more intuitive navigation, enhanced the user-friendliness of the system, and improved the document management function to address the problem of low user acceptance.

[0062] The ERP system evaluation module evaluates response efficiency. The user interface and self-learning module were evaluated for user satisfaction. Based on the evaluation results, the ERP system management module optimized the interface design, improved response speed, improved the self-learning module, and enhanced module performance to address the issue of low user acceptance.

[0063] The ERP system evaluation module is based on the query difficulty index. By measuring the level of difficulty users encounter during the query process, enterprises can identify and improve the shortcomings of the system interface and self-learning module, thereby enhancing user experience. Based on the evaluation results, the ERP system management module switches query modes and introduces functions such as intelligent search, category navigation, and personalized settings, enabling users to complete query tasks more efficiently, improve work efficiency, and solve the problem of difficulty in querying a wide variety of documents in traditional ERP systems.

[0064] Although embodiments of the invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made to these embodiments without departing from the principles and spirit of the invention, the scope of which is defined by the appended claims and their equivalents.

Claims

1. A method for automatic transmission of documents based on ERP system, characterized in that, The method comprises the following steps: Step one, based on ERP system, establish online data collection module, user interface and self-learning module, user interface calculation module, ERP system evaluation module and ERP system management module; Step two, collect historical user demand, collect new demand, collect document type and management problem in online data collection module; Step three, design interactive tutorial, simulation operation and self-service guide in user interface and self-learning module, and design multiple query modes; Step four, data calculation in user interface calculation module; Step five, ERP system evaluation module summarizes the results of the above calculation, and comprehensively evaluates the performance and user satisfaction of user interface and self-learning module; Step six, ERP system management module formulates and executes rectification measures according to the evaluation results; The online data collection module comprises a historical online user demand collection unit, an online new demand collection unit and a document type collection unit, the historical online user demand collection unit collects historical demand data of users through online questionnaires, user feedback forms and historical data analysis methods, the online new demand collection unit sets a real-time feedback mechanism, obtains online new demand data of users through online chat and feedback buttons, and the document type collection unit obtains document type collection data through document use records, user feedback and document management problem reports, and the historical online user demand collection unit, the online new demand collection unit and the document type collection unit are connected with the user interface calculation module through a network. The user interface computing module comprises a self-service function analysis unit, an online feedback analysis unit and a query difficulty analysis unit The self-service function analysis unit calculates the self-service function utility according to user historical demand data and user online new demand data The online feedback analysis unit calculates the reaction response efficiency according to user online new demand data The query difficulty analysis unit calculates the query difficulty index according to bill type collection data The self-service function analysis unit, the online feedback analysis unit and the query difficulty analysis unit are connected with the ERP system evaluation module through a network The online user demand collection unit numbers the original time required for completing a task and the original determined display times according to the user historical demand data characteristics, and the original time required for completing a task and the original determined display times are numbered as , ; The online new demand collection unit numbers the time required to complete the task after improvement, the newly determined click number, the number of feedbacks of the online new demand of the user interface that has been solved, the total number of feedbacks of the online new demand of the user interface, the average response time of the self-learning module of the user interface, and the response time of the new demand of the self-learning module of the user interface according to the data characteristics of the online new demand data of the user , , the number of feedbacks of the online new demand of the user interface that has been solved, the total number of feedbacks of the online new demand of the user interface, the average response time of the self-learning module of the user interface, and the response time of the new demand of the self-learning module of the user interface are numbered as , , , ; The bill type collection unit collects data features of the number of failed bill type inquiries in self-service, the total number of bill type inquiries in self-service, the average bill type inquiry time in self-service, and the bill target type inquiry time in self-service according to the bill type collection data features, and the number of failed bill type inquiries in self-service, the total number of bill type inquiries in self-service, the average bill type inquiry time in self-service, and the bill target type inquiry time in self-service are numbered as , , , ; The self-service function analysis unit calculates self-service function utility according to user historical demand data and user online newly added demand data The calculation formula is: ； In the formula, represents the self-service function utility, represents the time required for the original task completion, represents the time required for the improved task completion, represents the task completion time reduction rate, represents the newly added determined click number, represents the original determined display number, represents the click rate, represents the error number, represents the total number, represents the error rate; The online feedback analysis unit calculates the response efficiency according to the online added demand data of the user The calculation formula is: ； In the formula, represents the response efficiency of the reaction, represents the number of feedbacks of the solved online new demand of the user interface, represents the total number of feedbacks of the online new demand of the user interface, represents the average response time of the self-learning module of the user interface, represents the response time of the new demand of the self-learning module of the user interface; The query difficulty analysis unit collects data according to the bill type to calculate the query difficulty index The calculation formula is: ； In the formula, represents the query difficulty index, represents the number of query failures of the bill type in self-service, represents the total number of query times of the bill type in self-service, represents the average query time of the bill type in self-service, represents the query time of the bill target type in self-service.

2. The method of automatic transmission of documents based on ERP system as claimed in claim 1 wherein: The ERP system evaluation module evaluates the self-help function utility , evaluates the user interface and performance in the self-help learning module, and the ERP system management module optimizes the user interface design, provides more intuitive navigation, enhances the user-friendliness of the system, and improves the document management function according to the evaluation results; The ERP system evaluation module evaluates the response efficiency according to the reaction The user interface and self-learning module are evaluated for user satisfaction, and the ERP system management module optimizes the interface design, improves the response speed, improves the self-learning module, and enhances the module performance according to the evaluation results. The ERP system evaluation module evaluates the difficulty index according to the query The ERP system management module switches the query mode according to the evaluation result, which measures the difficulty encountered by the user in the query process.

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