A roadshow activity management system and method

Through the introduction of the roadshow activity management system, problems such as inefficiency and inaccurate data in roadshow activities have been solved, efficient management and data support of the activities have been achieved, and user experience and operational efficiency have been improved.

CN119762016APending Publication Date: 2025-04-04珠海华发金融科技研究院有限公司
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Patent Information

Application Number
CN202510065837.2
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-01-16
Publication Date
2025-04-04

AI Technical Summary

Technical Problem

The prior art has problems of inefficiency, inaccurate data, difficulty in tracking and management, lack of interaction and engagement, security and confidentiality, and lack of data analysis and statistics in roadshow activities.

Method used

It provides a roadshow activity management system, including activity creation module, activity management module, information maintenance module, activity registration module, activity participation module and permission setting module, through these modules, it realizes the automated management and data collection and analysis of roadshow activities.

Benefits of technology

It improves the efficiency and quality of roadshow activities, optimizes resource use, reduces operating costs, provides accurate and reliable data support, enhances user experience and participation, and improves data security and confidentiality.

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Abstract

The present invention is applicable to the field of Internet technology, and provides a roadshow activity management system and method. In this embodiment, after the system creates a roadshow activity through an activity creation module, the roadshow activity is reviewed through an activity management module. After the review is passed, the roadshow activity is made public and users are allowed to sign up to participate. And after the roadshow activity is over, the quality of the activity is judged by counting multi-dimensional indicator data such as the activity exposure degree, activity registration degree, on-site participation degree and consultation situation of the roadshow activity. This not only improves the efficiency and quality of roadshow activities, but also optimizes and saves resources, reduces operating costs, provides data support, and enhances user experience. These effects jointly promote the success of roadshow activities and the marketing effect of enterprises.
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Description

Technical Field

[0001] The present application relates to the field of Internet technology, and in particular to a roadshow activity management system and method. Background Art

[0002] Large groups usually have diversified businesses and product lines, and need to demonstrate their brand strength, product innovation and market prospects through roadshows. Roadshows are an activity that helps groups demonstrate their core competitiveness and strategic direction to investors, partners and the media, thereby strengthening brand promotion and market expansion; secondly, large groups often have a large number of investors, including institutional investors and individual investors. Groups need to establish closer relationships with investors, provide timely and accurate information disclosure and communication channels, and enhance investors' trust and loyalty to the group; finally, large groups need to collect, organize and analyze various data during the activities through roadshows, including participant information, speech effect evaluation, interaction status, etc. These data can provide important reference and basis for the group's decision-making, help the group better understand market demand, investor preferences and competitive situation, and thus formulate more scientific and reasonable strategies and plans; however, offline manual operations cannot effectively support the above needs. In the actual process, there are often the following problems:

[0003] 1. Inefficiency: Manual work usually involves a large amount of paper documents and cumbersome registration procedures, resulting in inefficiency and slow processing speed.

[0004] 2. Inaccurate data: Manual data entry and processing are prone to errors, such as spelling errors, omissions or duplications, which affect the accuracy and reliability of the data.

[0005] 3. Difficult to track and manage: For large-scale roadshow activities, manual work makes it difficult to effectively track and manage the progress of various activities, participants, resource allocation, etc., which may lead to confusion and delays.

[0006] 4. Lack of interaction and participation: Offline manual work usually cannot provide real-time interaction and communication with participants, such as online Q&A, voting and other functions, which affects the enthusiasm and participation of participants.

[0007] 5. Security and confidentiality issues: Manual work is difficult to ensure the security and confidentiality of data. The loss or leakage of paper documents may cause losses and risks to the company.

[0008] 6. Lack of data analysis and statistics: Manual work makes it difficult to conduct in-depth analysis and statistics on the data of roadshow activities, and cannot provide effective decision-making support for future roadshow activities. Summary of the invention

[0009] In view of this, the present application provides a roadshow activity management system and method to solve the problems of inefficient roadshow activities, inaccurate roadshow data, and difficulty in tracking and managing roadshow activities.

[0010] The first aspect of the present application provides a roadshow activity management system, the system comprising an activity creation module, an activity management module, an information maintenance module, an activity registration module, an activity participation module, and a permission setting module;

[0011] The activity creation module is used to display an activity creation page according to the user's roadshow activity creation operation, and create a corresponding roadshow activity according to the roadshow activity parameters entered by the user on the activity creation page, and send the roadshow activity to the reviewer for review, wherein the initial state of the roadshow activity is pending review;

[0012] The activity management module is used to record the detailed information of the roadshow activity and review the roadshow activity created by the user. After the review is passed, the status of the roadshow activity is set to reviewed and made public;

[0013] The information maintenance module is used to record the personal information of registered users and maintain the personal information; it is also used to record the activity information of each roadshow activity and maintain the activity information;

[0014] The activity registration module is used to display public roadshow activities to users, and associate users with the roadshow activities they have registered for based on the user's registration operation;

[0015] The activity participation module is used to display the corresponding roadshow activity page according to the roadshow activity registered by the user, and record the user's participation information according to the user's check-in operation;

[0016] The permission setting module is used to set registration requirements for the roadshow activities that have been approved according to the user's operations on the permission setting page, and to set the files used for the roadshow activities.

[0017] Optionally, the system further includes an attachment uploading module;

[0018] The attachment upload module is used to display the attachment upload page to the user according to the user's attachment upload operation, and upload the attachment to the roadshow system according to the attachment information uploaded by the user, wherein the attachment information includes the attachment file name and attachment file data.

[0019] Optionally, the system further includes a participant module;

[0020] According to the user's participant query operation, the participant page is displayed, and according to the user's add / modify / delete operation on the participant page, the organizer information, participant information and investor list information are added / modified / deleted; and the organizer information, participant information and investor list information are displayed on the participant page.

[0021] Optionally, the roadshow activity parameters include mandatory parameters and non-mandatory parameters;

[0022] The required parameters include the roadshow theme, roadshow location and start and end time; the non-required parameters include event images, event introduction and event format.

[0023] Optionally, the system further includes a data statistics module;

[0024] The data statistics module is used to determine the exposure level, activity registration level, on-site participation level and consultation situation of the roadshow activity after the roadshow activity ends, determine the activity quality of the roadshow activity and optimize it.

[0025] A second aspect of the present application provides a roadshow activity management method, the method comprising:

[0026] According to the user's roadshow activity creation operation, an activity creation page is displayed, and according to the roadshow activity parameters entered by the user on the activity creation page, a corresponding roadshow activity is created, wherein the initial status of the roadshow activity is pending review;

[0027] Review the roadshow activity, and after confirming that the review is passed, set the status of the roadshow activity to reviewed and make it public;

[0028] According to the user's registration operation, the user is associated with the roadshow activity for which he / she has registered, and the user's participation information is recorded according to the user's check-in operation on the roadshow activity participation page;

[0029] According to the user's consultation operation, a question consultation page is displayed, and according to the question entered by the user on the question consultation page, the corresponding answer is determined from the system database and fed back to the user.

[0030] Optionally, the method further includes:

[0031] According to the user's attachment uploading operation, the attachment uploading page is displayed to the user, and the attachment is uploaded according to the attachment information uploaded by the user, wherein the attachment information includes the attachment file name and the attachment file data.

[0032] Optionally, the method further includes:

[0033] According to the user's participant query operation, the participant page is displayed, and according to the user's add / modify / delete operation on the participant page, the organizer information, participant information and investor list information are added / modified / deleted; and the organizer information, participant information and investor list information are displayed on the participant page.

[0034] Optionally, the roadshow activity parameters include mandatory parameters and non-mandatory parameters;

[0035] The required parameters include the roadshow theme, roadshow location and start and end time; the non-required parameters include event images, event introduction and event format.

[0036] Optionally, the method further includes:

[0037] After the roadshow activity is completed, the exposure level, activity registration level, on-site participation level and consultation situation of the roadshow activity are determined, and the activity quality of the roadshow activity is determined and optimized based on the exposure level, activity registration level, on-site participation level and consultation situation.

[0038] In the embodiment provided by the present application, after the system creates a roadshow activity through the activity creation module, the activity management module will review the roadshow activity. After the review is passed, the roadshow activity will be made public and users will be allowed to sign up to participate. After the roadshow activity is over, the quality of the activity is judged by counting multi-dimensional indicator data such as the activity exposure, activity registration, on-site participation, and consultation of the roadshow activity.

[0039] The following technical effects are achieved through this embodiment:

[0040] 1. Resource optimization and conservation: Through the information system, organizers can more accurately predict and manage the resources required for roadshow activities, such as venues, equipment, personnel, etc. This helps to avoid waste of resources and over-investment, and achieve resource optimization and conservation.

[0041] 2. Reduce operating costs: The introduction of information systems can reduce the operating costs of roadshow activities. Traditional offline manual work requires a lot of human resources for data entry, sorting and analysis, while information systems can automatically complete these tasks and reduce labor costs.

[0042] 3. Provide data support: The information system can collect, organize and analyze various data of roadshow activities, including participant information, speech effect evaluation, interaction status, etc. These data can provide important reference and basis for future roadshow activities, helping organizers to better plan and execute activities.

[0043] 4. Enhance user experience: Through the information system, participants can enjoy more convenient, efficient and personalized services. For example, online reservations, online registration and other functions can reduce the waiting time of participants; real-time interaction, online Q&A and other functions can increase the participation and satisfaction of participants. BRIEF DESCRIPTION OF THE DRAWINGS

[0044] Figure 1 A system module diagram provided for an embodiment of the present application;

[0045] Figure 2 A flow chart of the method provided in the embodiment of the present application;

[0046] Figure 3 A schematic diagram of the internal structure of a computer device provided in an embodiment of the present application. DETAILED DESCRIPTION

[0047] Exemplary embodiments will be described in detail herein, examples of which are shown in the accompanying drawings. When the following description refers to the drawings, the same numbers in different drawings represent the same or similar elements unless otherwise indicated. The implementations described in the following exemplary embodiments do not represent all implementations consistent with the present application. Instead, they are merely examples of devices and methods consistent with some aspects of the present application as detailed in the appended claims.

[0048] The terms used in this application are for the purpose of describing specific embodiments only and are not intended to limit this application. The singular forms of "a", "said" and "the" used in this application and the appended claims are also intended to include plural forms unless the context clearly indicates other meanings. It should also be understood that the term "and / or" used herein refers to and includes any or all possible combinations of one or more associated listed items.

[0049] It should be understood that although the terms first, second, third, etc. may be used in the present application to describe various information, these information should not be limited to these terms. These terms are only used to distinguish the same type of information from each other. For example, without departing from the scope of the present application, the first information may also be referred to as the second information, and similarly, the second information may also be referred to as the first information. Depending on the context, the word "if" as used herein may be interpreted as "at the time of" or "when" or "in response to determining".

[0050] The present application provides a roadshow activity management system to achieve resource optimization and conservation of roadshow activities, reduce the operating costs of roadshow activities, and also provide data support for subsequent roadshow activities.

[0051] The technical solution of the present application is described in detail with specific embodiments below. The following specific embodiments can be combined with each other, and the same or similar concepts or processes may not be described in detail in some embodiments.

[0052] like Figure 1 As shown, it is a module diagram of a roadshow activity management system provided by the present application, the system includes an activity creation module, an activity management module, an information maintenance module, an activity registration module, an activity participation module, and a permission setting module.

[0053] The functions of each module are described below:

[0054] 1. Activity creation module. It is used to display the activity creation page according to the user's roadshow activity creation operation, and create a corresponding roadshow activity according to the roadshow activity parameters entered by the user on the activity creation page, and send the roadshow activity to the reviewer for review, wherein the initial state of the roadshow activity is pending review.

[0055] In this embodiment, after the user clicks the activity creation button in this system, the system pops up the corresponding roadshow activity creation page. This page displays various roadshow parameters for the user to fill in, so that the user can create the corresponding roadshow activity according to the needs. In addition, the above roadshow parameters can also be configured as required or optional items. When the user clicks the submit button to create a roadshow activity, the server of this system detects the roadshow parameters filled in by the user. If there is a required item that is not filled in, the user is reminded through a pop-up box or text below the required item on the roadshow activity creation page. For example, parameters such as the roadshow theme, the start time and end time of the event, and the roadshow location are more important. Only through the above parameters can users know where and when to participate in the roadshow activity, so they can be configured as required items. As for the roadshow details, the importance of the roadshow applet avatar is lower than the above parameters such as time and location, and it can be configured as an optional item.

[0056] After filling in the required parameters on the roadshow creation page, click the Submit button to create the corresponding roadshow. However, the roadshow still needs to be reviewed by the reviewer after it is created, so the status of the newly created roadshow needs to be set to pending review. The roadshow in this state will not be displayed to users on the event display page.

[0057] It should be noted that when filling in the roadshow activity parameters on the roadshow activity creation page, if the user is unsure about some mandatory parameters, the user can save the other filled-in roadshow activity parameters in advance by clicking the Save button, so that the user can fill in and submit again after confirming the mandatory parameters next time. The save operation on this page will not verify the mandatory parameters of each roadshow activity parameter.

[0058] 2. Activity management module. This module is used to record the detailed information of the roadshow activities and review the roadshow activities created by the user. After the review is passed, the status of the roadshow activities is set to reviewed and made public.

[0059] In this embodiment, the system displays detailed information of roadshow activities of all statuses through the roadshow review list page. The detailed information includes the applicant, application time, review time, review result, and operation button. In the above information, the review results include unreviewed, passed, and rejected. For unreviewed roadshow activities, the operation buttons include a pass button and a reject button. By clicking the pass button, the reviewer can modify the review result of the unreviewed roadshow activity to pass and make the roadshow activity public to the user. By clicking the reject button, the review result of the unreviewed roadshow activity can be modified to reject. At the top of the review list page, a query button can also be provided, and the reviewer can query according to the roadshow theme or roadshow status.

[0060] 3. Information maintenance module. This module is used to record the personal information of registered users and maintain the personal information; it is also used to record the activity information of each roadshow activity and maintain the activity information.

[0061] In this embodiment, this module stores the personal information of registered users, and the system backend administrator can manage and maintain the personal information, for example, adding certain users who violate the rules to the blacklist and so on.

[0062] 4. Event registration module. This module is used to display public roadshow activities to users and associate users with the roadshow activities they have registered for based on their registration operations.

[0063] In this embodiment, the user can view all public roadshows on the roadshow display page of the system. When a user wants to participate in a roadshow, he clicks the registration button on the event details page of the roadshow, and the system will add the user's personal information to the user participation list of the roadshow.

[0064] 5. Activity participation module. This module is used to display the corresponding roadshow activity page according to the roadshow activity registered by the user, and record the user's participation information according to the user's check-in operation.

[0065] In this embodiment, users can participate in various interactive sessions in the roadshow activity through the roadshow activity page, such as drawing prizes, signing in, asking questions, etc.

[0066] 6. Permission setting module, which is used to set registration requirements for approved roadshows and files used for the roadshows according to user operations on the permission setting page.

[0067] In this embodiment, the backend administrator can use this module to set permissions for the registration requirements of the roadshow. For example, whether the business card switch needs to be completed. For roadshows that have this permission requirement turned on, the user's personal information will be reviewed when the user registers. Users with incomplete personal information will not be able to register for the roadshow. Whether the review switch is required, for roadshows that have this switch turned on, users will need to be reviewed after registration, and the user can participate in the roadshow only after the review is passed. For users who have registered but failed the review, they will not be added to the list of participants in the roadshow.

[0068] So far, completed Figure 1 System module description shown.

[0069] In an embodiment of the present application, after the system creates a roadshow activity through the activity creation module, the roadshow activity is reviewed through the activity management module. After the review is passed, the roadshow activity is made public and users are allowed to sign up to participate. And after the roadshow activity is over, the quality of the activity is judged by counting multi-dimensional indicator data such as the activity exposure, activity registration, on-site participation, and consultation of the roadshow activity. This not only improves the efficiency and quality of the roadshow activities, but also optimizes and saves resources, reduces operating costs, provides data support, and enhances user experience. These effects jointly promote the success of roadshow activities and the marketing effectiveness of enterprises.

[0070] In another embodiment, the above system further includes an attachment uploading module;

[0071] The attachment upload module is used to display the attachment upload page to the user according to the user's attachment upload operation, and upload the attachment to the roadshow system according to the attachment information uploaded by the user, wherein the attachment information includes the attachment file name and attachment file data.

[0072] In this embodiment, the files that need to be publicized can be uploaded to the publicizing page through this module so that users can download and view them.

[0073] In another embodiment, the above system further includes a conference participant module;

[0074] According to the user's participant query operation, the participant page is displayed, and according to the user's add / modify / delete operation on the participant page, the organizer information, participant information and investor list information are added / modified / deleted; and the organizer information, participant information and investor list information are displayed on the participant page.

[0075] In another embodiment, the system further comprises a data statistics module;

[0076] The data statistics module is used to determine the exposure level, activity registration level, on-site participation level and consultation situation of the roadshow activity after the roadshow activity ends, determine the activity quality of the roadshow activity and optimize it.

[0077] In this embodiment, by collecting, organizing and analyzing various data of roadshow activities, it is possible to provide important reference and basis for future roadshow activities, and help organizers better plan and execute activities.

[0078] like Figure 2 As shown, the present application also provides a roadshow activity management method, the method comprising:

[0079] S201, according to the user's roadshow activity creation operation, displaying an activity creation page, and creating a corresponding roadshow activity according to the roadshow activity parameters entered by the user on the activity creation page, wherein the initial state of the roadshow activity is pending review;

[0080] S202, reviewing the roadshow activity, and setting the status of the roadshow activity to reviewed and making it public after determining that the review is passed;

[0081] S203, according to the user's registration operation, associating the user with the roadshow activity for which the user has registered, and recording the user's participation information according to the user's check-in operation on the roadshow activity participation page;

[0082] S204, displaying a question consultation page according to the user's consultation operation, and determining a corresponding answer from a system database according to the question input by the user on the question consultation page and feeding it back to the user.

[0083] In another embodiment, the method further comprises:

[0084] According to the user's attachment uploading operation, the attachment uploading page is displayed to the user, and the attachment is uploaded according to the attachment information uploaded by the user, wherein the attachment information includes the attachment file name and the attachment file data.

[0085] In another embodiment, the method further comprises:

[0086] According to the user's participant query operation, the participant page is displayed, and according to the user's add / modify / delete operation on the participant page, the organizer information, participant information and investor list information are added / modified / deleted; and the organizer information, participant information and investor list information are displayed on the participant page.

[0087] In another embodiment, the roadshow activity parameters include mandatory parameters and non-mandatory parameters;

[0088] The required parameters include the roadshow theme, roadshow location and start and end time;

[0089] The non-mandatory parameters include activity image, activity introduction and activity form.

[0090] In another embodiment, the method further comprises:

[0091] After the roadshow is over, determine the exposure, registration, on-site participation and consultation of the roadshow, and determine and optimize the quality of the roadshow based on the exposure, registration, on-site participation and consultation.

[0092] A roadshow activity management system is provided in the above embodiment of the present invention, and a roadshow activity management method is provided based on the system. Through the above system and method, the problems of low efficiency in holding roadshow activities, inaccurate roadshow data, difficulty in tracking and managing roadshow activities, and difficulty in tracking and managing roadshow activities are solved.

[0093] This embodiment also discloses a computer device, such as Figure 3 As shown, the computer device includes a processor and a memory, wherein the memory stores at least one instruction, and the at least one instruction is loaded and executed by the processor to implement any of the above-mentioned roadshow activity management methods.

[0094] The above description is only a preferred embodiment of the present application and is not intended to limit the present application. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present application shall be included in the scope of protection of the present application.

Claims

1. A roadshow activity management system, characterized in that: The system includes an activity creation module, an activity management module, an information maintenance module, an activity registration module, an activity participation module, a permission setting module and a data statistics module; The activity creation module is used to display an activity creation page according to the user's roadshow activity creation operation, and create a corresponding roadshow activity according to the roadshow activity parameters entered by the user on the activity creation page, and send the roadshow activity to the reviewer for review, wherein the initial state of the roadshow activity is pending review; The activity management module is used to record the detailed information of the roadshow activity and review the roadshow activity created by the user. After the review is passed, the status of the roadshow activity is set to reviewed and made public; The information maintenance module is used to record the personal information of registered users and maintain the personal information; it is also used to record the activity information of each roadshow activity and maintain the activity information; The activity registration module is used to display public roadshow activities to users, and associate users with the roadshow activities they have registered for based on the user's registration operation; The activity participation module is used to display the corresponding roadshow activity page according to the roadshow activity registered by the user, and record the user's participation information according to the user's check-in operation; The permission setting module is used to set registration requirements for the approved roadshow activities and set files used for the roadshow activities according to the user's operation on the permission setting page; The data statistics module is used to determine the exposure level, activity registration level, on-site participation level and consultation situation of the roadshow activity after the roadshow activity ends, determine the activity quality of the roadshow activity and optimize it.

2. The system according to claim 1, characterized in that The system also includes an attachment uploading module; The attachment upload module is used to display the attachment upload page to the user according to the user's attachment upload operation, and upload the attachment to the roadshow activity management system according to the attachment information uploaded by the user, wherein the attachment information includes the attachment file name and attachment file data.

3. The system according to claim 1, characterized in that The system also includes a participant module; According to the user's participant query operation, the participant page is displayed, and according to the user's add / modify / delete operation on the participant page, the organizer information, participant information and investor list information are added / modified / deleted; The organizer information, participant information and investor list information will be displayed on the participant page.

4. The system according to claim 1, characterized in that The roadshow activity parameters include mandatory parameters and non-mandatory parameters; The required parameters include the roadshow theme, roadshow location and start and end time; The non-mandatory parameters include activity image, activity introduction and activity form.

5. A roadshow activity management method, characterized in that: The method comprises: According to the user's roadshow activity creation operation, an activity creation page is displayed, and according to the roadshow activity parameters entered by the user on the activity creation page, a corresponding roadshow activity is created, wherein the initial status of the roadshow activity is pending review; Review the roadshow activity, and after confirming that the review is passed, set the status of the roadshow activity to reviewed and make it public; According to the user's registration operation, the user is associated with the roadshow activity for which he / she has registered, and the user's participation information is recorded according to the user's check-in operation on the roadshow activity participation page; According to the user's consultation operation, a question consultation page is displayed, and according to the question entered by the user on the question consultation page, a corresponding answer is determined from the system database and fed back to the user; After the roadshow activity is completed, the exposure level, activity registration level, on-site participation level and consultation situation of the roadshow activity are determined, and the activity quality of the roadshow activity is determined and optimized based on the exposure level, activity registration level, on-site participation level and consultation situation.

6. The method according to claim 5, characterized in that The method further comprises: According to the user's attachment uploading operation, the attachment uploading page is displayed to the user, and the attachment is uploaded according to the attachment information uploaded by the user, wherein the attachment information includes the attachment file name and the attachment file data.

7. The method according to claim 5, characterized in that The method further comprises: According to the user's participant query operation, the participant page is displayed, and according to the user's add / modify / delete operation on the participant page, the organizer information, participant information and investor list information are added / modified / deleted; and the organizer information, participant information and investor list information are displayed on the participant page.

8. The method according to claim 5, characterized in that The roadshow activity parameters include mandatory parameters and non-mandatory parameters; The required parameters include the roadshow theme, roadshow location and start and end time; The non-mandatory parameters include activity image, activity introduction and activity form.