Operation management method and device, equipment and storage medium

Abstract

The invention relates to the technical field of artificial intelligence and research and development management, and discloses an operation management method and device, equipment and a storage medium, and the method comprises the steps: obtaining the customer information of a target customer, the activity content edited by a user, and the activity arrangement time; allocating internal resources of the enterprise according to the customer information, the activity content and the activity arrangement time to obtain a resource allocation strategy; and creating a schedule to be handled according to the customer information, the activity content, the activity arrangement time and the resource allocation strategy, and displaying the schedule to be handled on a calendar. The method is applied to a financial science and technology business processing scene, the problems of low efficiency and unreasonability of an existing management mode in operation activity schedule management and resource allocation are solved, and the digital operation capability of an enterprise is improved.

Description

Technical Field

[0001] The present invention relates to the technical fields of artificial intelligence and R & D management, and is applied to the financial technology business processing scenario, and particularly relates to an operation management method, device, equipment and storage medium. Background Art

[0002] With the increasing popularity of digital operation, various interactive applications between enterprises and customers have been widely used in the marketing and customer relationship management of the financial industry. However, there are relatively serious limitations in using these interactive applications to manage frequent and complex market operation activities.

[0003] For example, in terms of operation activity schedule management, financial enterprises often need to plan and implement various types of operation activities including online promotion, offline activities, customer return visits, etc. The time planning, personnel allocation, resource distribution, etc. of these activities all need to be finely managed. However, it is difficult to effectively integrate and manage these complex information by using the calendar management tool of the interactive application or by manual recording. In terms of resource allocation, the traditional method mainly relies on manual experience and judgment for resource distribution. Facing a large customer group and diverse service requirements, it is often difficult for enterprises to quickly and accurately allocate appropriate resources based on the existing interactive applications, which not only reduces the efficiency of operation activities, but also may lead to a decline in customer experience, and further trigger the risk of customer loss.

[0004] Therefore, there is an urgent need for an innovative operation management method to solve the inefficiency and irrationality problems existing in the activity schedule management and resource allocation of the existing management mode, and to improve the digital operation ability of enterprises. Summary of the Invention

[0005] The present invention provides an operation management method, device, equipment and storage medium to solve the inefficiency and irrationality problems existing in the activity schedule management and resource allocation of the existing management mode, and to improve the digital operation ability of enterprises.

[0006] In a first aspect, an operation management method is provided, including:

[0007] Obtaining customer information of a target customer;

[0008] Obtaining activity content and activity arrangement time edited by a user;

[0009] Allocating internal resources of an enterprise according to the customer information, the activity content and the activity arrangement time to obtain a resource allocation strategy;

[0010] Creating a to-do schedule according to the customer information, the activity content, the activity arrangement time and the resource allocation strategy, and displaying the to-do schedule on a calendar.

[0011] In a second aspect, an operation management device is provided, including:

[0012] A customer acquisition module, configured to acquire customer information of a target customer;

[0013] An activity acquisition module, configured to acquire activity content edited by a user and an activity schedule time;

[0014] A resource allocation module, configured to allocate internal enterprise resources according to the customer information, the activity content, and the activity schedule time, so as to obtain a resource allocation strategy;

[0015] A schedule creation module, configured to create a to-do schedule according to the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and display the to-do schedule on a calendar.

[0016] In a third aspect, a computer device is provided, including a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the computer program, the steps of the above operation management method are implemented.

[0017] In a fourth aspect, a computer-readable storage medium is provided. The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the steps of the above operation management method are implemented.

[0018] In the solutions implemented by the above operation management method, device, computer device, and storage medium, by acquiring customer information of a target customer, the customer needs and preferences can be accurately understood; by acquiring activity content edited by a user and an activity schedule time, and allocating internal enterprise resources according to the customer information, activity content, and activity schedule time to obtain a resource allocation plan, it is possible to comprehensively consider customer needs, activity content, and time arrangements to intelligently recommend a resource allocation plan, ensure the rational use of resources, and effectively reduce the errors and uncertainties of manual decision-making; by creating a to-do schedule according to the customer information, activity content, activity schedule time, and resource allocation strategy, and displaying the to-do schedule on a calendar, the operation plan and activity arrangements of the enterprise are clear at a glance, facilitating managers and operation personnel to view and track the progress at any time; at the same time, by displaying customer, activity, and resource allocation information through the calendar, it helps communication and collaboration among team members. Based on the solution of this application, comprehensive coverage from customer information collection to resource allocation and then to schedule management is achieved, effectively solving the problems of inefficiency and unreasonableness existing in the existing management mode in operation activity schedule management and resource allocation, and improving the digital operation ability of the enterprise. BRIEF DESCRIPTION OF THE DRAWINGS

[0019] To more clearly illustrate the technical solutions of the embodiments of the present invention, the following briefly introduces the drawings required for the description of the embodiments of the present invention. Obviously, the drawings in the following description are only some embodiments of the present invention. For those of ordinary skill in the art, without creative efforts, other drawings can be obtained based on these drawings.

[0020] Figure 1 is an exemplary system architecture diagram of the operation management method in an embodiment of the present invention;

[0021] Figure 2 is a schematic flowchart of the operation management method in an embodiment of the present invention;

[0022] Figure 3 is Figure 1 a schematic flowchart of a specific implementation manner of step S20 in

[0023] Figure 4 is Figure 1 a schematic flowchart of a specific implementation manner of step S60 in

[0024] Figure 5 is a schematic structural diagram of the operation management device in an embodiment of the present invention;

[0025] Figure 6 is a schematic structural diagram of a computer device in an embodiment of the present invention. Specific Embodiments

[0026] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as commonly understood by those of ordinary skill in the technical field to which this application belongs; the terms used in the specification of this application are only for the purpose of describing specific embodiments and are not intended to limit this application; the terms "including" and "having" and any variations thereof in the specification and claims of this application and the above drawings are intended to cover non-exclusive inclusion. The terms "first", "second", etc. in the specification and claims of this application or the above drawings are used to distinguish different objects and not to describe a specific order.

[0027] Referring to "embodiment" herein means that a specific feature, structure, or characteristic described in connection with the embodiment can be included in at least one embodiment of this application. The phrase appears in various places in the specification and does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment mutually exclusive with other embodiments. Those skilled in the art explicitly and implicitly understand that the embodiments described herein can be combined with other embodiments.

[0028] To enable those skilled in the art to better understand the solution of this application, the technical solutions in the embodiments of this application will be clearly and completely described below in conjunction with the accompanying drawings.

[0029] As Figure 1 shown, the system architecture 100 may include a terminal device 101, a network 102, and a server 103. The terminal device 101 may be a laptop computer 1011, a tablet computer 1012, or a mobile phone 1013. The network 102 is a medium for providing a communication link between the terminal device 101 and the server 103. The network 102 may include various connection types, such as wired, wireless communication links, or fiber optic cables, etc.

[0030] Users can use the terminal device 101 to interact with the server 103 through the network 102 to receive or send messages, etc. Various communication client applications may be installed on the terminal device 101, such as a web browser application, a shopping application, a search application, an instant messaging tool, an email client, a social platform software, etc.

[0031] The terminal device 101 may be various electronic devices with a display screen and supporting web browsing. In addition to the laptop computer 1011, the tablet computer 1012, or the mobile phone 1013, the terminal device 101 may also be an e-book reader, an MP3 player (Moving Picture Experts Group Audio Layer III), an MP4 (Moving Picture Experts Group Audio Layer IV) player, a laptop portable computer, a desktop computer, etc.

[0032] The server 103 may be a server providing various services, such as a background server supporting the pages displayed on the terminal device 101.

[0033] It should be noted that the operation management method provided by the embodiments of this application is generally executed by the server / terminal device. Correspondingly, the operation management device is generally set in the server / terminal device.

[0034] It should be understood that Figure 1 the numbers of the terminal devices, networks, and servers in

[0035] Continue to refer to Figure 2 shown, Figure 2 is a schematic flowchart of an operation management method provided by an embodiment of the present invention, including the following steps:

[0036] S20: Obtain the customer information of the target customer;

[0037] The operation management method provided by the present invention can be applied to the intelligent operation management engine in various application scenarios. The intelligent operation management engine is usually implemented by a server, which is connected to the client through a network. The server can obtain the customer information of the target customer through the client. Among them, the customer information refers to the relevant materials or data collected by the enterprise in advance about its customer group. For example, the customer information can include but is not limited to basic identity information, historical interaction information, customer preferences, customer needs, customer feedback, etc. Among them, the client can be but is not limited to various personal computers, laptops, smartphones, tablets, and portable wearable devices. The server can be implemented by an independent server or a server cluster composed of multiple servers. The present invention will be described in detail below through specific embodiments.

[0038] Specifically, the process of obtaining the customer information of the target customer can be, for example, to pre-install an application for operation management on the client. This application can collect and store one or more customers and customer information, or call the client API to obtain the customers and customer information collected by other applications on the client. Determine the target customer through the application. The target customer can be one or more, and obtain the customer information corresponding to the determined target customer.

[0039] For example, when formulating a corresponding online promotion activity for the insurance business, determine the target customers to be promoted according to the activity promotion requirements. Obtain the customer information of the target customers to be promoted from the application pre-installed on the client for interaction between the enterprise and the customers. Among them, the application for interaction between the enterprise and the customers has pre-collected several customers and customer information including the target customers.

[0040] In some embodiments, when the customer and customer information are stored in the application for interaction between the enterprise and the customers (i.e., the target application), it is necessary to call the relevant interfaces of the target application to obtain the customer information of the required target customers. Specifically, referring to Figure 3 , step S20, that is, obtaining the customer information of the target customer, can include the following steps S201 - S204:

[0041] S201: Obtain the API document of the target application. The API document includes API interfaces and interface call parameters. The target application includes the customer information of several customers;

[0042] Specifically, the target application refers to an application used for interaction between an enterprise and its customers, and the number of target applications can be one or more. The target application includes a number of customers and corresponding customer information. After determining the target application, obtain the API documentation of the target application, which describes all API interfaces provided by the target application, required interface call parameters, functions of each interface, data format of the returned data, and other information.

[0043] S202: Obtain the determined target customer, and construct a call request for the API interface according to the target customer and the interface call parameters;

[0044] Specifically, search the API documentation for the API interface related to obtaining customer information and the related interface call parameters. After the user determines the target customer required for the activity, obtain the determined target customer, and construct a call request for the API interface according to the found interface call parameters and the target customer, where the target customer will be one of the request parameters of the call request.

[0045] S203: Send the call request to the server of the target application, so that the server is used to return the customer information of the target customer according to the call request;

[0046] S204: Receive the customer information of the target customer returned by the server.

[0047] Specifically, send the constructed call request to the server of the target application. The server receives and parses the call request, queries the corresponding customer information according to the target customer included in the call request, and returns the customer information of the queried target customer to the application program. The application program receives the customer information of the target customer returned by the server.

[0048] By using the API interface of the target application to obtain customer information, integration and extension with other applications can be achieved. With the development of enterprise business, when more interaction applications between enterprises and customers need to be introduced, only by adjusting the call parameters and logic of the API interface can seamless integration and extension between applications be realized.

[0049] S40: Obtain the activity content and activity schedule time edited by the user;

[0050] In this embodiment, the application program for operation management (hereinafter referred to as the application program) obtains the activity content and activity schedule time edited by the user. The activity content refers to the information included in a specific activity or event, such as the activity name or theme, activity purpose, activity type, and activity scale. The activity schedule time refers to the time framework set for the activity, covering the activity date, activity start time point, and activity end time point.

[0051] Specifically, the activity content edited by the user and the activity schedule time can be obtained by retrieving a pre-stored user-edited document from the storage unit of the client. The user-edited document includes the activity content and the activity schedule time. Alternatively, an input interface can be provided through the application to support the user in online editing to obtain the activity content and the activity schedule time.

[0052] S60: Allocate the internal resources of the enterprise according to the customer information, the activity content, and the activity schedule time to obtain a resource allocation strategy.

[0053] In this embodiment, for the obtained customer information, activity content, and activity schedule time, the internal resources of the enterprise are allocated based on the customer information, activity content, and activity schedule time, and a corresponding resource allocation strategy is generated according to the internal resource allocation situation. Among them, the internal resources of the enterprise can include, but are not limited to, human resources, material inventory, idle sites, financial resources, etc.; the resource allocation strategy can include, but is not limited to, the assignment of operation personnel, the material procurement plan, the site reservation, the budget, etc.

[0054] In some embodiments, referring to Figure 4 , the customer information includes customer requirements. Step S60, that is, allocating the internal resources of the enterprise according to the customer information, the activity content, and the activity schedule time to obtain a resource allocation strategy, may include the following steps S601 - S603:

[0055] S601: Determine the required resources according to the customer requirements and the activity content.

[0056] Specifically, extract the customer requirements from the customer information. The customer requirements can include human resources, material resources, financial resources, etc. required by the customer. Extract the activity requirements from the activity content. The activity requirements include human resources, material resources, financial resources, etc. required by the activity. Combine the human resources, material resources, and financial resources required by the customer, and the human resources, material resources, and financial resources required by the activity for sorting to obtain the required resources.

[0057] S602: Obtain available internal resources from the internal resources of the enterprise according to the activity schedule time.

[0058] Specifically, consult the internal resource management system or database of the enterprise. The resource management system or database stores all the internal resources of the enterprise. According to the activity schedule time, determine the available internal resources within the activity schedule time from all the internal resources of the enterprise.

[0059] S603: Match the target internal resources from the available internal resources according to the required resources to obtain a resource allocation strategy.

[0060] Specifically, the required resources are compared with the available internal resources to find the resources that match the required resources among the available internal resources, and the identified resources are determined as the target internal resources, which are the resource allocation strategies.

[0061] By determining the required resources according to customer needs and activity content; obtaining available internal resources from the enterprise's internal resources according to the activity schedule time; matching the target internal resources from the available internal resources according to the required resources, and generating a resource allocation strategy based on the target internal resources, it is possible to ensure the effective utilization of the enterprise's internal resources, achieve fast and efficient resource matching, and improve the enterprise's operation efficiency and resource utilization rate.

[0062] In some embodiments, in order to make the resource allocation closer to customer preferences and improve the effect of operation activity management and resource allocation, the resource allocation plan is dynamically adjusted by using historical activity data. Specifically, the activity content includes the activity type and the activity scale. Step S601, that is, determining the required resources according to the customer needs and the activity content, may include the following steps:

[0063] Obtain the preset resource allocation rules, which are formulated based on historical activity data;

[0064] Specifically, extract historical activity data from the historical database, which may include historical activity types, historical activity scales, resource types used, resource quantities, and customer feedback, etc. Use statistical analysis and machine learning techniques to analyze the historical activity data to obtain the relationships between activity types, activity scales and resource types, resource quantities, and the relationships between the resources used and customer satisfaction. According to the analysis results of the historical activity data, formulate resource allocation rules, which at least define the resource types and resource quantity ranges corresponding to different activity types and activity scales. When determining the required resources, obtain the pre-formulated resource allocation rules.

[0065] Determine the resource type according to the resource allocation rules and the activity type, and determine the resource quantity according to the resource allocation rules and the activity scale;

[0066] Specifically, extract the activity type and the activity scale from the activity content. Among them, the activity type may include, for example, online promotion activities, offline marketing activities, customer return visits, etc.; the activity scale may include, for example, the expected number of participants, the coverage area, etc. According to the preset resource allocation rules, find the resource types that match the current activity type, which may include venue rental, equipment procurement, personnel allocation, advertising and promotion, etc. According to the preset resource allocation rules and the activity scale, calculate the resource quantities of various required resources.

[0067] Adjust the resource type and the resource quantity according to the customer requirements to obtain the required resources.

[0068] Specifically, extract the customer requirements from the customer information, adjust the preliminarily determined resource type and resource quantity according to the customer requirements, and integrate the resource type and resource quantity after being adjusted by the customer requirements to obtain the final required resources. For example, according to the resource allocation rules and the activity content (type, scale), it is determined that the resource type and resource quantity are 100 purchases of equipment A, 50 purchases of equipment B, large venue C, and medium-large venue D; the customer requirements are that the purchase of all equipment is not less than 100, and a large venue is required; then, according to the customer requirements, the preliminarily determined resource type and resource quantity are adjusted to: 100 purchases of equipment A, 100 purchases of equipment B, and the selection of large venue C.

[0069] By using the resource allocation rules formulated based on historical activity data, it is possible to provide a basis for resource allocation based on information such as historical cases and customer feedback, providing scientific guidance for operational activities. By determining the resource type and resource quantity according to the resource allocation rules and the activity content (type, scale), this avoids waste and redundancy of resources. At the same time, by adjusting the resource type and resource quantity according to the customer requirements, not only the basic requirements of the activity are met, but also the customer's expectations can be better met, thereby improving customer satisfaction and participation.

[0070] S80: Create a to-do schedule according to the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and display the to-do schedule on the calendar.

[0071] In this embodiment, integrate the obtained customer information, activity content, activity schedule time, and resource allocation strategy to generate a to-do schedule. The to-do schedule is a management plan content used to record and track a series of work tasks or activities that need to be completed by operations personnel or teams in the future. Synchronize the generated to-do schedule to the calendar of the application program or the application calendar used for interaction between the enterprise and the customer, and display it in a graphical manner for easy viewing and management of the task content included in the to-do schedule by enterprise team members.

[0072] In some embodiments, step S80, that is, creating a to-do schedule according to the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and displaying the to-do schedule on the calendar, may include the following steps:

[0073] Obtain a preset schedule view template;

[0074] Based on the schedule view template, extract information fields from the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and generate a to-do schedule according to the extracted information fields and the schedule view template.

[0075] Determine the target date from the calendar according to the activity schedule time, and mark the to-do schedule on the target date.

[0076] Specifically, create multiple schedule view templates in advance. Each template defines different ways to display the to-do schedule on the calendar. For example, a schedule view template displayed by customer, a schedule view template displayed by activity type, a schedule view template displayed by resource allocation, etc. According to the user's needs, select a preset schedule view template, and extract the necessary information fields from the customer information, the activity content, the activity schedule time, and the resource allocation strategy. For example, extract the activity name from the activity content, extract the activity date and start and end time points from the activity schedule time, extract the customer name from the customer information, and extract the target internal resources from the resource allocation strategy. According to the extracted information fields and the selected schedule view template, generate a to-do schedule, which includes the basic information of the activity, such as the activity name, the activity date and start and end time points, the customer name, and the target internal resources. According to the activity schedule time, find the corresponding target date from the calendar. Mark the generated to-do schedule on the target date of the calendar. Optionally, if the activity schedule time spans multiple days, the entire time period needs to be marked on the calendar. The marking can use relevant icons or color coding to distinguish it from other dates displayed in the calendar.

[0077] Through the above solution, information such as customer information, activity content, activity schedule time, and resource allocation strategy is integrated into the to-do schedule and displayed on the calendar, realizing the centralized management and visual presentation of information. Traditional operation tools often handle customer information and schedule management separately, resulting in the problem of information silos. However, through the deep integration of customer information and the operation calendar in this solution, customer information can be directly reflected in the calendar tool, enabling operation personnel to fully consider customer needs when arranging activities and avoiding the problem of information silos.

[0078] Moreover, by displaying the to-do schedule on the calendar, members of different departments can intuitively understand their respective tasks and responsibilities, as well as the overall progress of the activity, which helps to reduce the problems of untimely information transmission and unreasonable resource allocation, and improve the efficiency of cross-departmental collaboration. By introducing a customized operation calendar view, users can select different view modes according to their needs. This flexibility can adapt to the specific needs of different enterprises and enhance the applicability and practicality.

[0079] In some embodiments, the customers and customer information included in the application for interaction between enterprises and customers (i.e., the target application) are prone to changes, such as adding or deleting customers, modifying customer information, etc. To ensure the accuracy of the operation activity schedule and resource allocation, it is necessary to regularly monitor the updates of customers and customer information and automatically synchronize them to the application program so as to adjust the content of the to-do schedule accordingly. Specifically, after step S80, that is, after the to-do schedule is displayed on the calendar, the following steps may further be included:

[0080] Monitor whether the customer information of several customers in the target application has changed;

[0081] If it has changed, match the changed customer information with the customer information in the to-do schedule;

[0082] If the match is successful, reallocate the internal resources of the enterprise according to the changed customer information to update the resource allocation strategy and recreate the to-do schedule.

[0083] Specifically, set a corresponding monitoring mechanism for the target application to monitor the changes of each customer and customer information in the target application in real time. After the to-do schedule is displayed on the calendar, if it is monitored through this monitoring mechanism that there are changes in the customer information of a customer in the target application, obtain the changed customer information. Match the changed customer information with the customer information in the to-do schedule. If the match is successful, it indicates that the changed customer information is related to the to-do schedule. At this time, reallocate the internal resources of the enterprise according to the changed customer information, the obtained activity content, and the activity schedule time to obtain an updated resource allocation strategy. Then, recreate the to-do schedule according to the changed customer information, activity content, activity schedule time, and the updated resource allocation strategy, and display the recreated to-do schedule on the calendar.

[0084] In some embodiments, to facilitate the operation personnel to view the processing status of relevant to-do schedules in a timely manner and ensure the efficient processing of to-do schedules, after the to-do schedule is displayed on the calendar of the application program and / or the target application, the processing status of the to-do schedule can also be tracked in real time, and the to-do schedule can be pushed to the corresponding operation personnel for processing according to different processing statuses. Specifically, after step S80, that is, after the to-do schedule is displayed on the calendar, the following steps may further be included:

[0085] Monitor the current processing status of the to-do schedule, where the current processing status includes the to-be-tested status, the to-be-reviewed status, and the reviewed status;

[0086] Determine the target operation personnel according to the current processing status and push the to-do schedule to the target operation personnel for processing.

[0087] Specifically, a corresponding monitoring mechanism is set for the created to-do schedule to monitor the current processing status of each to-do schedule. Among them, the current processing status may include a to-be-tested status, a to-be-reviewed status, and a reviewed status. The reviewed status may include a completed status, a planned status, a paused status, etc. Different processing statuses are handled by different operation and maintenance personnel. According to the preset push rules and processes, determine the target operation personnel corresponding to the to-do schedule in the current processing status, and push the to-do schedule to the determined target operation personnel for processing.

[0088] For example, for a to-do schedule created for an operation activity, it needs to be reviewed before it can be officially implemented. After the to-do schedule is successfully created, first mark the to-do schedule as in the to-be-tested status, and push the to-do schedule in the to-be-tested status to the corresponding tester for processing; after the test is completed, mark the to-do schedule as in the to-be-reviewed status, and push the to-do schedule in the to-be-reviewed status to the corresponding reviewer for processing; after the review is completed, mark the to-do schedule as in the completed status, planned status or paused status according to different review results.

[0089] By monitoring the current processing status of the to-do schedule, determining the target operation personnel according to the current processing status, and pushing the to-do schedule to the target operation personnel for processing, the work of different departments can be seamlessly connected, realizing information sharing and collaborative work. Real-time tracking of the processing status of the to-do schedule and pushing tasks to the corresponding operation personnel according to the status helps to break down departmental barriers and promote effective communication and collaboration between departments. In traditional operation management, if you need to obtain the processing status of the to-do schedule, it often requires manual statistics and communication, which is not only time-consuming and laborious, but also prone to errors. And this solution can automatically push the to-do schedule to the corresponding operation personnel for processing according to the processing status of the to-do schedule through the automated tracking and pushing function, ensuring that the to-do schedule can reach the operation personnel accurately and be processed in a timely manner, which not only greatly reduces the cost of manual statistics and communication, but also improves the accuracy and timeliness of task processing.

[0090] In some embodiments, during the operation of the activity content corresponding to the to-do schedule, feedback information of the target customer can also be collected in real time; after the activity operation is completed, the feedback information is used as historical activity data for adjusting subsequent operation strategies. Specifically, after step S80, that is, after the to-do schedule is displayed on the calendar, the following at least one step may also be included:

[0091] Obtain the feedback information of the target customer; add the feedback information to the historical activity data, and re-formulate the resource allocation rules according to the historical activity data;

[0092] Generate an effect analysis report based on the feedback information of the target customers. The effect analysis report includes customer engagement and sales conversion rate.

[0093] Specifically, obtain the feedback information of the collected target customers, and add this feedback information to the pre-collected historical activity data to update the historical activity data. Use statistical analysis and machine learning techniques to analyze the updated historical activity data to obtain the relationships between the activity type, activity scale and resource type, resource quantity, and the relationship between the used resources and customer satisfaction. Redefine the resource allocation rules according to the analysis results of the historical activity data.

[0094] Specifically, analyze the feedback information of the obtained target customers, and extract the actual number of participants and the actual number of sales. Obtain the expected number of participants in the activity content, and calculate the customer engagement based on the expected number of participants and the actual number of participants; calculate the sales conversion rate based on the actual number of participants and the actual number of sales. Generate an effect analysis report based on the customer engagement and sales conversion rate. This effect analysis report is for the enterprise to quickly evaluate the operation effect of the operation activity, so as to optimize the operation strategy subsequently.

[0095] Exemplarily, in the financial technology business processing scenario, an application program for operation management is pre-installed on the client side. This application program includes a customer information integration module, a calendar management module, and a resource allocation module. When formulating a corresponding online promotion activity for the insurance business, through the customer information integration module of the application program, obtain the API documentation of the target application. The target application is an application for interaction between the enterprise and customers, and the number of target applications can be one or more. The target application includes a number of customers and corresponding customer information. The API documentation at least includes the API interfaces provided by the target application and the interface call parameters required to call the API interfaces. The API interfaces are API interfaces related to obtaining customer information. According to the requirements of the online promotion activity, determine the target customers to be promoted. Construct a call request for the API interface based on the target customers and the interface call parameters, and send the call request to the server of the target application. The server is used to return the customer information of the target customers to the application program according to the call request. Receive the customer information returned by the server through the application program.

[0096] Provide an input interface through the application program to support users in online editing of the event content included in the online promotion event, and determine the event schedule time through the calendar management module of the application program. Through the resource allocation module of the application program, allocate the internal resources of the enterprise according to the received customer information, event content, and event schedule time to obtain a resource allocation strategy. Transmit the resource allocation strategy to the calendar management module, and create a to-do schedule through the calendar management module according to the customer information, event content, event schedule time, and resource allocation strategy, and display the to-do schedule on the calendar.

[0097] Furthermore, the application program is also provided with a monitoring mechanism for the target application to monitor the changes of each customer and customer information in the target application in real time. After the to-do schedule is displayed on the calendar, if it is detected through the monitoring mechanism that there are changes in the customer information of a customer in the target application, obtain the changed customer information through the customer information integration module. Match the changed customer information with the customer information in the to-do schedule. If the match is successful, it indicates that the changed customer information is associated with the to-do schedule. At this time, through the resource allocation module, re-allocate the internal resources of the enterprise according to the changed customer information, the obtained event content, and the event schedule time to obtain an updated resource allocation strategy. Then, through the calendar management module, re-create a to-do schedule according to the changed customer information, event content, event schedule time, and the updated resource allocation strategy, and display the re-created to-do schedule on the calendar.

[0098] Furthermore, the application program is also provided with a monitoring mechanism for the to-do schedule to monitor the current processing status of each to-do schedule. After the to-do schedule for the online promotion event is created, it needs to be audited before it can be officially implemented. Different processing statuses correspond to different operation and maintenance personnel for processing. First, mark the created to-do schedule as the to-be-tested status, and push the to-do schedule in the to-be-tested status to the corresponding tester for processing; after the test is completed, mark the to-do schedule as the to-be-audited status, and push the to-do schedule in the to-be-audited status to the corresponding auditor for processing; after the audit is completed, mark the to-do schedule as the completed status, the planned status, or the suspended status according to different audit results.

[0099] In addition, the application may further include an effect tracking module, which is used to collect the feedback information of customers in real time during the operation activity, and generate a detailed effect analysis report based on this feedback information, including key indicators such as customer engagement and sales conversion rate. These key indicators are used to assist in adjusting subsequent operation strategies. The effect tracking module is also used to collect historical activity data after the activity ends, and combine artificial intelligence technology to analyze historical successful cases and customer behaviors and preferences, so as to assist in recommending the best operation strategies and time arrangements when formulating new marketing activities in the future. This closed-loop feedback mechanism enables enterprises to quickly evaluate and optimize operation strategies, improving the overall operation effect.

[0100] Exemplarily, in the medical and health business scenario, the application for operation management can be used to formulate a follow-up visit activity related to a certain medical and health insurance. Through the customer information integration module of the application, obtain the customer information of the target customer from the target application. The target customer can be a consumer customer of a certain medical and health insurance. Obtain the activity content and the scheduled time of the follow-up visit activity edited by the operation personnel of the medical enterprise. According to the customer information of the consumer customer, the activity content of the follow-up visit activity, and the scheduled time, allocate the internal resources of the medical enterprise to obtain a resource allocation strategy. Create a to-do schedule based on the customer information, activity content, scheduled time, and resource allocation strategy, and display the to-do schedule on the calendar of the target application.

[0101] The operation management method provided by the embodiments of the present invention, by obtaining the customer information of the target customer, so as to accurately understand the customer's needs and preferences; by obtaining the activity content and the scheduled time edited by the user, and allocating the internal resources of the enterprise according to the customer information, activity content, and scheduled time to obtain a resource allocation plan, can comprehensively consider the customer needs, activity content, and time arrangement to intelligently recommend a resource allocation plan, ensure the rational use of resources, and effectively reduce the errors and uncertainties of manual decision-making; by creating a to-do schedule according to the customer information, activity content, scheduled time, and resource allocation strategy, and displaying the to-do schedule on the calendar, the operation plan and activity arrangement of the enterprise are clear at a glance, which is convenient for managers and operation personnel to view and track the progress at any time; at the same time, by displaying the customer, activity, and resource allocation information on the calendar, it helps the communication and cooperation among team members. Based on the solution of this application, a comprehensive coverage from customer information collection to resource allocation and then to schedule management is realized, effectively solving the problems of inefficiency and irrationality existing in the operation activity schedule management and resource allocation of the existing management mode, and improving the digital operation ability of the enterprise.

[0102] It should be understood that the sequence numbers of the steps in the above embodiments do not mean the order of execution. The execution order of each process should be determined according to its function and internal logic, and should not constitute any limitation to the implementation process of the embodiments of the present invention.

[0103] In one embodiment, an operation management device is provided, which corresponds one-to-one with the operation management method in the above embodiment. As Figure 5 shown, the operation management device includes a customer acquisition module 101, an activity acquisition module 102, a resource allocation module 103, and a schedule creation module 104. The detailed description of each functional module is as follows:

[0104] The customer acquisition module 101 is used to acquire customer information of target customers;

[0105] The activity acquisition module 102 is used to acquire the activity content and activity schedule time edited by users;

[0106] The resource allocation module 103 is used to allocate internal resources of the enterprise according to the customer information, the activity content, and the activity schedule time to obtain a resource allocation strategy;

[0107] The schedule creation module 104 is used to create a to-do schedule according to the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and display the to-do schedule on the calendar.

[0108] In one embodiment, the customer information includes customer requirements. The resource allocation module 103 is specifically used for:

[0109] Determine the required resources according to the customer requirements and the activity content;

[0110] Obtain available internal resources from the internal resources of the enterprise according to the activity schedule time;

[0111] Match target internal resources from the available internal resources according to the required resources to obtain a resource allocation strategy.

[0112] In one embodiment, the resource allocation module 103 is specifically used for:

[0113] Obtain a preset resource allocation rule, where the resource allocation rule is formulated based on historical activity data;

[0114] Determine the resource type according to the resource allocation rule and the activity type, and determine the resource quantity according to the resource allocation rule and the activity scale;

[0115] Adjust the resource type and the resource quantity according to the customer requirements to obtain the required resources.

[0116] In one embodiment, the schedule creation module 104 is specifically used for:

[0117] Obtain a preset schedule view template;

[0118] Based on the schedule view template, extract information fields from the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and generate a to-do schedule according to the extracted information fields and the schedule view template;

[0119] Determine a target date from the calendar according to the activity schedule time, and mark the to-do schedule on the target date.

[0120] In one embodiment, the customer acquisition module 101 is specifically configured to:

[0121] Obtain the API documentation of the target application, where the API documentation includes API interfaces and interface call parameters, and the target application includes customer information of several customers;

[0122] Obtain the determined target customer, and construct a call request for the API interface according to the target customer and the interface call parameters;

[0123] Send the call request to the server of the target application, so that the server is used to return the customer information of the target customer according to the call request;

[0124] Receive the customer information of the target customer returned by the server.

[0125] In one embodiment, the operation management device further includes:

[0126] An application monitoring module, which is used to monitor whether the customer information of several customers in the target application has changed;

[0127] An information matching module, which is used to, if a change occurs, match the changed customer information with the customer information in the to-do schedule;

[0128] A schedule update module, which is used to, if the matching is successful, reallocate enterprise internal resources according to the changed customer information, so as to update the resource allocation strategy and recreate a to-do schedule.

[0129] In one embodiment, the operation management device further includes:

[0130] A status monitoring module, which is used to monitor the current processing status of the to-do schedule, and the current processing status includes a to-be-tested status, a to-be-reviewed status, and an already-reviewed status;

[0131] A schedule push module, which is used to determine a target operation personnel according to the current processing status, and push the to-do schedule to the target operation personnel for processing.

[0132] The present invention provides an operation management device. By obtaining customer information of target customers, it can accurately understand customer needs and preferences. By obtaining the activity content and activity schedule time edited by users, and allocating internal enterprise resources according to the customer information, activity content and activity schedule time to obtain a resource allocation plan, it can comprehensively consider customer needs, activity content and time arrangement to intelligently recommend a resource allocation plan, ensure the rational use of resources, and effectively reduce the errors and uncertainties of manual decision-making. By creating a to-do schedule according to the customer information, activity content, activity schedule time and resource allocation strategy, and displaying the to-do schedule on the calendar, the operation plan and activity arrangement of the enterprise are clear at a glance, which is convenient for managers and operation personnel to view and track the progress at any time. At the same time, by displaying customer, activity and resource allocation information on the calendar, it helps the communication and collaboration among team members. Based on the solution of this application, it realizes the full coverage from customer information collection to resource allocation and then to schedule management, effectively solves the problems of inefficiency and irrationality existing in the existing management mode in operation activity schedule management and resource allocation, and improves the digital operation ability of the enterprise.

[0133] For the specific limitations of the operation management device, reference can be made to the limitations of the operation management method in the above text, which will not be elaborated here. Each module in the above operation management device can be implemented in whole or in part by software, hardware and their combination. The above modules can be embedded in the processor of the computer device in the form of hardware or independent of it, or stored in the memory of the computer device in the form of software, so that the processor can call and execute the operations corresponding to the above modules.

[0134] To solve the above technical problems, an embodiment of this application also provides a computer device. For details, please refer to Figure 6 , Figure 6 which is the basic structure block diagram of the computer device in this embodiment.

[0135] The computer device 6 includes a memory 61, a processor 62, and a network interface 63 that are communicatively connected to each other via a system bus. It should be noted that only the computer device 6 having a memory 61, a processor 62, and a network interface 63 is shown in the figure. However, it should be understood that it is not required to implement all the shown components, and more or fewer components can be implemented alternatively. Among them, those skilled in the art of the present technology can understand that the computer device here is a device that can automatically perform numerical calculations and / or information processing according to pre-set or stored instructions, and its hardware includes but is not limited to microprocessors, application specific integrated circuits (ASICs), field-programmable gate arrays (FPGAs), digital signal processors (DSPs), embedded devices, etc.

[0136] The computer device may be a computing device such as a desktop computer, a notebook, a palm computer, and a cloud server. The computer device can perform human-computer interaction with the user through means such as a keyboard, a mouse, a remote control, a touchpad, or a voice control device.

[0137] The memory 61 includes at least one type of readable storage medium. The readable storage medium includes flash memory, hard disks, multimedia cards, card-type memories (such as SD or DX memories, etc.), random access memory (RAM), static random access memory (SRAM), read-only memory (ROM), electrically erasable programmable read-only memory (EEPROM), programmable read-only memory (PROM), magnetic memories, magnetic disks, optical discs, etc. In some embodiments, the memory 61 may be an internal storage unit of the computer device 6, such as the hard disk or memory of the computer device 6. In other embodiments, the memory 61 may also be an external storage device of the computer device 6, such as a plug-in hard disk, a smart media card (SMC), a secure digital (SD) card, a flash card, etc. equipped on the computer device 6. Of course, the memory 61 may also include both the internal storage unit and the external storage device of the computer device 6. In this embodiment, the memory 61 is generally used to store the operating system and various application software installed on the computer device 6, such as computer-readable instructions of the operation management method. In addition, the memory 61 can also be used to temporarily store various data that have been output or will be output.

[0138] In some embodiments, the processor 62 may be a Central Processing Unit (CPU), a controller, a microcontroller, a microprocessor, or other data processing chips. The processor 62 is generally used to control the overall operation of the computer device 6. In this embodiment, the processor 62 is used to run the computer-readable instructions stored in the memory 61 or process data, such as running the computer-readable instructions of the operation management method.

[0139] The network interface 63 may include a wireless network interface or a wired network interface. The network interface 63 is generally used to establish a communication connection between the computer device 6 and other electronic devices.

[0140] The present application also provides another implementation manner, that is, to provide a computer-readable storage medium storing computer-readable instructions that can be executed by at least one processor, so that the at least one processor executes the steps of the operation management method as described above.

[0141] The computer device, computer-readable storage medium, and computer-readable instructions provided in the embodiments of the present application obtain the customer information of the target customer through the execution of the processor, so as to accurately understand the customer needs and preferences; by obtaining the activity content and activity schedule time edited by the user, and allocating the internal resources of the enterprise according to the customer information, activity content, and activity schedule time, a resource allocation plan is obtained. It can comprehensively consider customer needs, activity content, and time arrangements to intelligently recommend a resource allocation plan, ensure the reasonable use of resources, and effectively reduce the errors and uncertainties of manual decision-making; by creating a to-do schedule according to the customer information, activity content, activity schedule time, and resource allocation strategy, and displaying the to-do schedule on the calendar, the operation plan and activity arrangements of the enterprise are clear at a glance, which is convenient for managers and operation personnel to view and track the progress at any time; at the same time, by displaying customer, activity, and resource allocation information on the calendar, it helps the communication and cooperation between team members. Based on the solution of the present application, a comprehensive coverage from customer information collection to resource allocation and then to schedule management is achieved, effectively solving the problems of inefficiency and irrationality existing in the existing management mode in the operation activity schedule management and resource allocation, and improving the digital operation ability of the enterprise.

[0142] Through the description of the above embodiments, those skilled in the art can clearly understand that the above-described example methods can be implemented by means of software plus a necessary general hardware platform. Of course, they can also be implemented by hardware, but in many cases the former is a better implementation. Based on such an understanding, the technical solution of the present application, in essence or the part that contributes to the prior art, can be embodied in the form of a software product. This computer software product is stored in a storage medium (such as ROM / RAM, magnetic disk, optical disc) and includes several instructions for causing a terminal device (which can be a mobile phone, computer, server, air conditioner, or network device, etc.) to execute the methods described in various embodiments of the present application.

[0143] Obviously, the above-described embodiments are only a part of the embodiments of the present application, rather than all of the embodiments. The accompanying drawings show preferred embodiments of the present application, but do not limit the patent scope of the present application. The present application can be implemented in many different forms. On the contrary, the purpose of providing these embodiments is to make the understanding of the disclosed content of the present application more thorough and comprehensive. Although the present application has been described in detail with reference to the foregoing embodiments, for those skilled in the art, they can still modify the technical solutions described in the foregoing specific embodiments or perform equivalent replacements for some of the technical features. Any equivalent structure directly or indirectly using the content of the specification and drawings of the present application in other related technical fields is similarly within the scope of the patent protection of the present application.

[0144] The non-company software tools or components that appear in the embodiments of the present application are only introduced by way of example and do not represent actual use.

Claims

1. An operation management method, characterized in that: include: Obtain customer information of target customers; Get the activity content and activity schedule edited by the user; Allocate internal enterprise resources according to the customer information, the activity content and the activity schedule to obtain a resource allocation strategy; A to-do schedule is created according to the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and the to-do schedule is displayed on a calendar.

2. The method according to claim 1, characterized in that The customer information includes customer needs, and the internal resources of the enterprise are allocated according to the customer information, the activity content and the activity schedule to obtain a resource allocation strategy, including: Determine the required resources based on the customer needs and the content of the activities; Obtain available internal resources from the enterprise according to the time schedule of the activities described; According to the required resources, target internal resources are matched from the available internal resources to obtain a resource allocation strategy.

3. The method according to claim 2, characterized in that The activity content includes the activity type and activity scale, and the required resources determined according to the customer needs and the activity content include: Obtaining a preset resource allocation rule, wherein the resource allocation rule is formulated based on historical activity data; Determine the resource type according to the resource allocation rule and the activity type, and determine the resource quantity according to the resource allocation rule and the activity scale; The resource type and the resource quantity are adjusted according to the customer demand to obtain the required resources.

4. The method according to claim 1, characterized in that The step of creating a to-do schedule according to the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and displaying the to-do schedule on a calendar includes: Get the preset schedule view template; Based on the schedule view template, extract information fields from the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and generate a to-do schedule according to the extracted information fields and the schedule view template; A target date is determined from a calendar according to the activity schedule, and the to-do schedule is marked on the target date.

5. The method according to claim 1, characterized in that The obtaining of customer information of target customers includes: Obtaining an API document of a target application, wherein the API document includes an API interface and interface call parameters, and the target application includes customer information of several customers; Acquire the determined target customer, and construct a call request for the API interface according to the target customer and the interface call parameters; Sending the call request to the server of the target application, so that the server returns the customer information of the target customer according to the call request; Receive the customer information of the target customer returned by the server.

6. The method according to claim 1, characterized in that After displaying the to-do schedule on the calendar, the method further includes: Monitor whether the customer information of several customers in the target application has changed; If there is a change, the changed customer information is matched with the customer information in the to-do schedule; If the match is successful, the internal resources of the enterprise are reallocated according to the changed customer information to update the resource allocation strategy and recreate the to-do schedule.

7. The method according to claim 1, characterized in that After displaying the to-do schedule on the calendar, the method further includes: Monitoring the current processing status of the pending schedule, wherein the current processing status includes a pending test status, a pending review status, and a reviewed status; A target operator is determined according to the current processing status, and the to-do schedule is pushed to the target operator for processing.

8. An operation management device, characterized in that: include: Customer acquisition module, used to obtain customer information of target customers; Activity acquisition module, used to obtain the activity content and activity schedule edited by the user; A resource allocation module, used to allocate internal enterprise resources according to the customer information, the activity content and the activity schedule to obtain a resource allocation strategy; The schedule creation module is used to create a to-do schedule according to the customer information, the activity content, the activity schedule time, and the resource allocation strategy, and display the to-do schedule on the calendar.

9. A computer device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that: When the processor executes the computer program, the steps of the operation management method according to any one of claims 1 to 7 are implemented.

10. A computer-readable storage medium storing a computer program, characterized in that: When the computer program is executed by a processor, the steps of the operation management method according to any one of claims 1 to 7 are implemented.

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