Efficient and collaborative enterprise management system

Abstract

The invention discloses an enterprise management system which comprises an account module, a goods module, a transaction module, a customer management module and a bulletin board module. The account management module is used by a system administrator and a company administrator, and can perform organizational structure, role authority and user management. And the goods management module is operated by a goods administrator to realize goods in-warehouse and out-warehouse, consignment selling, buyer and sales information management. The transaction management module is similar to a notepad and is combined with a user group, and enterprise transaction management, employee communication and project follow-up are facilitated. The client management module is responsible for managing company client information. The bulletin board module is used for publishing system announcements, and the publishing range is determined according to role authority and companies. The enterprise management system is subjected to function module division and design, the office requirements of employees can be met, remote login and use are supported, convenience is brought to office staff going out, the problems that an existing management system is difficult to manage, authority is dispersed and the like are solved, and the enterprise management efficiency is improved.

Description

Technical Field

[0001] The present invention relates to the technical field of enterprise management, and in particular to an enterprise management system capable of improving management efficiency and strengthening collaborative office work. Background Art

[0002] As modern enterprises continue to expand in size and their businesses become increasingly complex, enterprise management faces many challenges. Traditional management methods and systems can no longer meet the needs of efficient enterprise operations.

[0003] In the existing enterprise management field, many enterprises still adopt a relatively decentralized and isolated management method, and the information flow between departments is not smooth, resulting in low work coordination efficiency. For example, during the project execution process, personnel from different departments may not be able to obtain accurate project information in a timely manner, which increases communication costs and affects project progress.

[0004] At the same time, the existing enterprise management system has many deficiencies in authority management. The authority division is not fine enough to meet the diverse management needs of enterprises, and it is easy to have the risk of information leakage and unauthorized operation. For example, some important business data may be obtained by people who have no access rights, which brings potential security risks to the enterprise.

[0005] In addition, support for cross-regional office and remote collaboration is not perfect. With the globalization of enterprises and the rise of flexible office models, employees may need to work in different locations, but existing management systems often cannot provide them with convenient and efficient remote office support, which limits the development of enterprises and the work efficiency of employees.

[0006] In addition, the existing management system is also lacking in data processing and analysis capabilities, and is unable to extract valuable information from massive amounts of enterprise data to provide strong support for enterprise decision-making. For example, when formulating strategic plans, enterprises may make wrong decisions due to lack of accurate data support.

[0007] To sum up, the existing enterprise management systems have problems such as poor information flow, insufficient authority management, imperfect remote office support, and lack of data processing capabilities. A new type of enterprise management system is urgently needed to solve these problems in order to improve the management efficiency and competitiveness of the enterprise. Summary of the invention

[0008] The present invention aims to provide an efficient and coordinated enterprise management system to solve many problems existing in existing enterprise management systems, realize the refinement, efficiency and intelligence of enterprise management, and improve the overall operational efficiency and competitiveness of the enterprise.

[0009] To solve the above technical problems, the present invention is implemented through the following technical solutions.

[0010] The present invention is further configured such that the system architecture and module division are as follows: This system mainly includes an account management module, a goods management module, a transaction management module, a customer management module, and a bulletin board module. Each module cooperates with each other to jointly provide comprehensive support for enterprise management.

[0011] The present invention is further configured such that the account management module: is used by system administrators and company administrators. The system administrator can view all company organizational structures, modify the company structure where they are located, create various roles (system administrator, company administrator, goods administrator, ordinary user, etc.) and define permissions, and can also perform operations such as creating, modifying, and deleting system users. The company administrator can only view and modify the company organizational structure where they are located, create other roles except the system administrator and define permissions, and manage the users and their permissions of their own company.

[0012] The present invention is further configured such that the goods management module: is exclusively used by goods administrators and has four major functions: main warehouse management, consignment management, buyer management, and sales management. Main warehouse management covers goods incoming, outgoing, return, and inventory query; consignment management can perform operations such as inventory, sales, and shelf life query on consignment agents; buyer management is responsible for recording customer information of purchased goods; sales management automatically statistics the detailed information of each sale. System administrators and company administrators can only view this module, and user administrators have no browsing and operating permissions.

[0013] The present invention is further configured such that the transaction management module: is used by all role users of the system and integrates a notepad and a user group function. Users can create work transactions or projects, add tags, select project members, and create, modify, or delete sub-items. Project members can leave messages, discuss, upload attachments, and set reminders (in the form of emails or text messages) around sub-items, facilitating the standardized management of enterprise affairs, employee information exchange, and project follow-up.

[0014] The present invention is further configured such that the customer management module: is mainly operated by company administrators and ordinary users, and manages company customer information, including customer number, Chinese and English names, affiliated city, referrer, responsible department, customer type, etc. Among different companies, except for system administrators, only the customer information of their own company can be viewed.

[0015] The present invention is further configured such that the bulletin board module: can be used by all role users and is used to publish system announcements. The scope of announcement release depends on the role permissions and the company where the user is located to ensure accurate information transmission.

[0016] The present invention is further configured as follows: a permission management system, which ensures the security of system data and operation specifications through strict permission settings. Users with different roles have different browsing and operation permissions in each module, preventing information leakage and misoperations. For example, system administrators and company administrators have full operation permissions for the account management module, while ordinary users and goods administrators can only browse; goods administrators have operation permissions for the goods management module, and other personnel can only browse.

[0017] The present invention is further configured such that fixing plates are fixedly connected to the rear sides of both sides of the box body, and fixing holes are formed in the front sides of the fixing plates.

[0018] By adopting the above technical solution, the fixing of the box body on the wall can be facilitated for the staff by providing the fixing plates and the fixing holes.

[0019] The present invention also provides a usage method for an efficient collaborative enterprise management system, which includes the following steps:

[0020] Step 1: System login and permission confirmation

[0021] The user opens the login interface of the enterprise management system and enters the account number and password for login.

[0022] The system performs permission confirmation based on the user's role information and displays the modules and functions that the user can access and operate. For example, after a system administrator logs in, all operation permission prompts for the account management module can be seen, while an ordinary user can only see the browsing and limited operation permission prompts for some modules such as the transaction management module and the customer management module.

[0023] Step 2: Account management operations (system administrators and company administrators)

[0024] Organization structure management: The system administrator can view the organization structures of all companies and modify them according to the actual situation of the enterprise, such as adding departments, adjusting department levels, etc.; the company administrator can only browse and modify the organization structure of the company where they are located.

[0025] Role and permission settings: The system administrator creates various roles, such as system administrators, company administrators, goods administrators, ordinary users, etc., and defines detailed permissions for each role; the company administrator can create other roles except system administrators and set permissions.

[0026] User management: The system administrator is responsible for the creation, modification, and deletion operations of system users; the company administrator manages the users of their own company and their permissions, such as creating accounts for newly hired employees and deactivating accounts for departing employees.

[0027] Step 3: Goods management operations (goods administrators)

[0028] Main Warehouse Management: The goods administrator enters the main warehouse management interface of the goods management module to perform the goods purchase operation, enter information such as the purchase quantity, price, and supplier; record the shipment information when there is a shipment demand; update the return data in a timely manner for return situations; and conduct inventory inquiries at any time to master the inventory dynamics.

[0029] Consignment Management: Query and manage the inventory, sales situation, and shelf life of consignment goods of consignment agents, and communicate and coordinate with consignment agents based on the query results, such as adjusting the supply quantity and handling expired goods.

[0030] Buyer Management: Record the customer information of purchased goods, including customer name, contact information, purchase time, purchased goods, etc., for subsequent follow-up and service.

[0031] Sales Management: The system automatically statistics the detailed information of each sale. The goods administrator can regularly view the sales report, analyze the sales data, and provide a reference for the company's sales strategy.

[0032] Step Four: Transaction Management Operations (All Role Users)

[0033] Project Creation: The user clicks the "Create Project" button in the transaction management module, enters basic information such as the project name and description, adds relevant tags, and selects project members.

[0034] Sub - matter Management: The project leader or members can create, modify, or delete the sub - matters of the project, and clarify the task content, responsible person, completion time, etc. of each sub - matter.

[0035] Communication and Collaboration: Project members leave messages and discussions around sub - matters, share work experience and ideas; upload relevant attachments, such as documents, pictures, etc., for other members to view and reference; and can also set reminders as needed, and the system will remind relevant personnel via email or text message.

[0036] Step Five: Customer Management Operations (Company Administrators and Ordinary Users)

[0037] Customer Information Entry: The company administrator enters the information of new customers in the customer management module, including customer number, Chinese and English names, affiliated city, introducer, responsible department, customer type, etc.

[0038] Customer Information Query and Maintenance: Company administrators and ordinary users can query customer information as needed, modify and update customer information to ensure the accuracy and integrity of customer information.

[0039] Step Six: Bulletin Board Operations (All Role Users)

[0040] Announcement release: Authorized users click the "Release Announcement" button in the announcement board module, enter the announcement title and content, and select the scope of announcement release, such as the whole company, specific departments, etc.

[0041] Announcement viewing: All users can view the announcement information related to themselves in the announcement board, and keep abreast of the latest developments and important notices of the enterprise in a timely manner.

[0042] The present invention has the following beneficial effects.

[0043] 1. Improve management efficiency

[0044] Refined management: By dividing the system into modules, each module has clear functions and operation permissions, enabling the enterprise management work to be carried out more meticulously. For example, the account management module precisely sets the permissions for different roles, and the system administrator and company administrator perform their respective duties, avoiding management chaos and improving the accuracy of management.

[0045] Process optimization: The function design of each module follows the actual business processes of the enterprise, reducing unnecessary operation links. For example, in the goods management module, a series of operations such as goods purchase, shipment, and inventory query can be efficiently completed in one module, greatly saving time and improving work efficiency.

[0046] 2. Enhance collaborative office capabilities

[0047] Convenient information sharing and communication: The transaction management module integrates the functions of a notepad and a user group, providing a platform for employees to communicate and share information in real time. Project members can leave messages and discuss around sub-items, and upload attachments, facilitating timely communication and collaboration among team members and breaking down the information barriers between departments.

[0048] Task collaborative promotion: Project members can clarify their respective tasks and responsibilities in the transaction management module, and ensure the timely completion of tasks by setting reminder functions, improving the overall work efficiency of the team and enabling the project to progress more smoothly.

[0049] 3. Support remote work

[0050] Access anytime, anywhere: Employees can log in to the system through the network anywhere outside the company to handle work matters, view information, etc. This provides great convenience for positions that often need to go out, such as sales and marketing personnel, reducing work obstacles caused by geographical restrictions and improving work flexibility.

[0051] Real-time data synchronization: No matter where employees are located, the data in the system can be synchronized in real time, ensuring the consistency and accuracy of information, and enabling remote work to have the same work efficiency as working in the company.

[0052] 4. Ensure data security

[0053] Strict permission management: The present invention adopts a strict permission management system, and users with different roles have different browsing and operating permissions in each module. For example, only the goods administrator has the operating permission in the goods management module, and other personnel can only browse, effectively preventing data leakage and malicious tampering, and ensuring the security of enterprise information.

[0054] 5. Improve the scientific nature of decision-making

[0055] Data integration and analysis: The system can integrate data from all aspects of the enterprise, such as customer information, goods sales data, etc., and provide comprehensive data support for the enterprise management. By analyzing these data, the management can more accurately understand the operation status of the enterprise, provide a strong basis for the enterprise's decision-making, and improve the scientific nature and accuracy of decision-making. Description of the drawings

[0056] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings required for describing the embodiments will be briefly introduced below.

[0057] Figure 1 It is the overall architecture diagram of an efficient and collaborative enterprise management system;

[0058] Figure 2 It is the operation flowchart of the account management module in an efficient and collaborative enterprise management system;

[0059] Figure 3 It is the function flowchart of the goods management module in an efficient and collaborative enterprise management system;

[0060] Figure 4 It is the interaction flowchart of the transaction management module in an efficient and collaborative enterprise management system;

[0061] Figure 5 It is the data management flowchart of the customer management module in an efficient and collaborative enterprise management system;

[0062] Figure 6 It is the information release flowchart of the bulletin board module in an efficient and collaborative enterprise management system; Figure 7 It is the login flowchart of the enterprise management system in an efficient and collaborative enterprise management system: Detailed implementation manners

[0063] Next, the technical solutions in the embodiments of the present invention will be described in conjunction with the drawings in the embodiments of the present invention. The described embodiments are only a part of the embodiments of the present invention, rather than all of the embodiments.

[0064] Example: A manufacturing enterprise applies its enterprise management system

[0065] 1. System deployment and initialization

[0066] Based on its own business scale and management requirements, this medium-sized manufacturing enterprise selects a suitable server and network environment to deploy its enterprise management system. After the technical personnel complete the system installation and configuration, they perform the initialization settings of the system, including creating the organizational structure of the enterprise, defining roles and permissions, etc., referring to Figure 1 the overall architecture diagram of the enterprise management system shown, and clarifying the relationships between various modules and the data interaction process.

[0067] Initialization of the account management module: The system administrator logs in to the system and creates nodes for each department in the account management module according to the department settings of the enterprise, forming a complete organizational structure diagram. This process can refer to Figure 2 the operation flow chart of the account management module. The system administrator performs operations such as role creation, permission definition, and user management according to the process. For example, different roles are created, such as system administrator, company administrator, goods administrator, production department employee, sales department employee, etc., and corresponding permissions are assigned to each role.

[0068] 2. Daily management operations

[0069] 2.1 Use of the account management module

[0070] Organizational structure adjustment: As the enterprise's business develops, the enterprise needs to adjust its organizational structure. For example, a new R & D department is established in the enterprise, and the company administrator adds an R & D department node in the account management module and assigns relevant personnel to this department. The specific operations are based on Figure 2 the operation process of the company administrator in the account management module to modify the organizational structure of the company. At the same time, accounts are created for the personnel in the R & D department, appropriate roles are selected and permissions are assigned to ensure that they can use the system normally.

[0071] Permission change: When an employee's job responsibilities change, their permissions need to be adjusted accordingly. For example, an employee in the production department is transferred to the sales department, and the company administrator refers to Figure 2 the process shown to modify the employee's department and role in the account management module, changing their permissions from production-related permissions to sales-related permissions so that they can smoothly carry out their new work.

[0072] 2.2 Use of the goods management module

[0073] Main Warehouse Management: After the procurement department of the enterprise purchases raw materials, the goods administrator enters the incoming goods information in the main warehouse management interface of the goods management module, including the name, specification, quantity, incoming price, supplier, etc. of the raw materials. This operation corresponds to Figure 3 the goods incoming process in the function flow chart of the goods management module. When the production department requisitions raw materials, the goods administrator records the outgoing goods information and updates the inventory quantity in real time. When it is found during the production process that some raw materials are unqualified and need to be returned, the goods administrator promptly enters the return information and adjusts the inventory, also referring to Figure 3 the relevant process in

[0074] Consignment Management: The enterprise entrusts some products to consignment agents for sales. The goods administrator regularly queries the inventory and sales situation of the consignment agents in the consignment management interface and manages the consignment business according to Figure 3 the consignment management process in

[0075] If it is found that the inventory of a certain product of a certain consignment agent is seriously overstocked, communicate with the consignment agent in time to adjust the supply strategy and reduce the supply quantity of this product; for products with good sales, appropriately increase the supply quantity. At the same time, pay attention to the shelf life of the consignment products and remind the consignment agent to conduct promotional activities when the shelf life is approaching. Figure 3 Buyer Management: After the enterprise's products are sold to customers, the goods administrator records the customer's purchase information in the buyer management interface, including the customer name, the name and quantity of the purchased products, the purchase time, etc. This process conforms to

[0076] the function process of buyer management in Figure 3 These information provides data support for subsequent customer service and market analysis. It is recorded that the customer has purchased 50 products produced by the enterprise.

[0077] 2.3 Use of the Transaction Management Module

[0078] Project Creation and Management: The enterprise receives a large production order that requires multiple departments to collaborate to complete. The project leader creates a project in the transaction management module, names it "XX Product Production Project", and details the project objectives, requirements, and planned progress. This operation refers to Figure 4 the interaction flow chart of the transaction management module, adds relevant labels, such as "Production Project", "Urgent Task", etc., and selects the members participating in the project, including relevant personnel from the production department, R & D department, quality inspection department, etc.

[0079] Sub - matter Management: According to the overall plan of the project, the project leader decomposes the project into multiple sub - matters. For example, create sub - matters such as "Raw Material Procurement", "Product Design", "Production and Manufacturing", "Quality Inspection", etc., and assign responsible persons, completion times, etc. for each sub - matter, and operate according to the Figure 4 process of adding sub - matters in [reference]. During the project execution, modify or delete some sub - matters according to the actual situation.

[0080] Communication and Collaboration: Project members leave messages and discuss around sub - matters, referring to the Figure 4 interaction process of member message discussions in [reference]. For example, under the sub - matter of "Product Design", members of the R & D department put forward some design ideas and suggestions, and members of the production department discuss the feasibility of the design and put forward some improvement opinions. Members can also upload relevant attachment such as design drawings, technical documents, etc. for everyone to refer to. When a certain sub - matter is approaching the completion time, the responsible person can set a reminder to ensure that the task is completed on time, corresponding to the Figure 4 operation of setting reminders in [reference].

[0081] 2.4 Use of the Customer Management Module

[0082] Customer Information Input: The sales department newly develops a customer, and the company administrator inputs the information of this customer in the customer management module, including customer number, Chinese and English names, city of belonging, referrer, responsible department (sales department), customer type (major customer), etc. This process refers to the Figure 5 customer information input process in the data management flow chart of the customer management module. At the same time, supplement the detailed information of the customer, such as contact information, business scope, etc.

[0083] Customer Information Query and Maintenance: When employees of the sales department follow up customers, they often need to query customer information. They can query in the customer management module according to conditions such as customer number, name, etc., view the detailed information and historical cooperation records of the customer, referring to the Figure 5 customer information query process in [reference]. When the customer's information changes, such as the contact information changes, modify and update it in the customer information details interface in a timely manner, corresponding to the Figure 5 customer information modification process in [reference].

[0084] 2.5 Use of the Bulletin Board Module

[0085] Bulletin Release: The enterprise releases an important notice about new product promotion. The company administrator clicks the "Release Bulletin" button in the bulletin board module, enters the bulletin title "New Product Promotion Notice", and the detailed content includes the characteristics, advantages, promotion plan, etc. of the new product. Select the release scope of the bulletin as the whole company and click the "Release" button. This operation refers to the Figure 6The announcement release process in the information release flow chart of the bulletin board module.

[0086] Announcement viewing: After all employees log in to the system, they can see the announcement information in the bulletin board module. Click on the announcement title to view the detailed content of the announcement and learn about the relevant information on new product promotion, which conforms to Figure 6 the process for users to view announcements after information push in

[0087] 3. Data security and permission management

[0088] During the use of the entire system, the permission management mechanism is strictly implemented. Users with different roles can only access and operate on the modules and functions within their permission scope, referring to Figure 1 the relationships between modules in Figure 2 and the permission settings for different roles in the account management module in

[0089] The system regularly backs up data to prevent data loss. At the same time, encryption technology is used to encrypt the storage and transmission of important data to ensure data security.

[0090] 4. System maintenance and optimization

[0091] The enterprise arranges dedicated technical personnel to regularly maintain the system, check the running status of the system, and promptly handle the faults and problems that occur in the system. For example, regularly check the hardware performance of the server, the storage space of the database, etc., to ensure the stable operation of the system.

[0092] According to the business development of the enterprise and the feedback from users, the system is optimized and upgraded. For example, according to the needs of users, new functions are added to the transaction management module, such as task progress tracking charts, project risk warnings, etc., to improve the practicality of the system and the user experience.

[0093] The above publicly disclosed preferred embodiments of the present invention are only used to help illustrate the present invention. The preferred embodiments do not describe all the details in detail, nor do they limit the invention to the specific embodiments described. This specification selects and specifically describes these embodiments to better explain the principles and practical applications of the present invention, so that those skilled in the art in the relevant technical field can well understand and utilize the present invention.

Claims

1. An efficient and collaborative enterprise management system, characterized in that: include: Account management module: for system administrators and company administrators. System administrators can view all company organizational structures, modify their company structures, create various roles and define permissions, and manage system users. Company administrators can view and modify their company organizational structures, create other roles except system administrators and define permissions, and manage their own company users and their permissions. Goods management module: operated by the goods administrator, with main warehouse management, consignment management, buyer management and sales management functions. Main warehouse management covers goods purchase, shipment, return and inventory query. Consignment management can perform inventory, sales, shelf life query and other operations on consignors. Buyer management is responsible for recording customer information of purchased goods. Sales management automatically counts detailed information of each sale. System administrators and company administrators can only browse this module, and user administrators have no browsing and operation permissions. Transaction management module: for all roles of the system, integrating the notepad and user group functions. Users can create work tasks or projects, add tags, select project members, create, modify or delete sub-items. Project members can leave messages to discuss sub-items, upload attachments, and set reminders. Customer management module: mainly operated by company administrators and ordinary users, used to manage company customer information. Between different companies, except for system administrators, only the customer information of the company can be viewed; Notice board module: It is available to all role users and is used to publish system announcements. The scope of announcements depends on the role permissions and the company they are in.

2. The highly efficient and collaborative enterprise management system according to claim 1, characterized in that: It also includes a permission management system, which ensures system data security and operating standards by strictly setting the browsing and operating permissions of users of different roles in each module.

3. A method for using the efficient collaborative enterprise management system according to claim 1, characterized in that: The following steps are involved: System login and permission confirmation: The user opens the enterprise management system login interface, enters the account number and password to log in, and the system confirms the permission based on the user role information and displays the accessible and operable modules and functions; Account management operations: System administrators manage all company organizational structures, create and define various roles and permissions, and manage system users; company administrators manage the company's organizational structure, create and set permissions for other roles except system administrators, and manage users of the company; Goods management operations: Goods managers carry out the purchase, shipment, return and inventory query operations of the main warehouse, the inventory, sales and shelf life management of distributors, the buyer information record, and the sales report analysis of sales data; Transaction management operations: users create projects, add tags, select project members, project leaders or members create, modify or delete sub-items, project members leave comments to discuss sub-items, upload attachments, and set reminders; Customer management operations: company administrators enter new customer information, and company administrators and ordinary users query, modify and update customer information; Bulletin board operation: Authorized users can publish announcements, and all users can view announcement information related to themselves.

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