Method for evaluating organization efficiency

By building a multi-dimensional organizational efficiency index system and scientific data processing methods, the problems of single indicators and inaccurate evaluation in the existing technology are solved, and accurate assessment and continuous improvement of organizational efficiency are achieved.

CN120355296APending Publication Date: 2025-07-22XIAN WECUBE SOFTWARE TECH CO LTD
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Patent Information

Application Number
CN202510437380.3
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-04-09
Publication Date
2025-07-22

AI Technical Summary

Technical Problem

The existing organizational efficiency assessment methods have problems such as single indicators and inaccurate evaluation, and cannot comprehensively and accurately reflect the true efficiency status of the organization.

Method used

Build an index system from three aspects: input, process and output, use a variety of data collection methods, hierarchical analysis method or Delphi method to determine the index weight, and calculate the organizational efficiency score through data standardization processing and weighted summing, and make improvement suggestions based on result analysis and evaluation.

Benefits of technology

It improves the accuracy and reliability of the evaluation results, provides clear directions of improvement and specific measures, and supports the organization to continuously improve efficiency.

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Abstract

The invention relates to the field of organization management and performance evaluation, in particular to a method for evaluating organization efficiency, which comprises the steps of evaluation index system determination, data collection, index weight determination, data standardization processing, efficiency calculation, result analysis and evaluation and improvement suggestion proposing. The evaluation index determining system is used for constructing an index system from the three aspects of organization input, process and output; according to the method, the organization efficiency is evaluated from multiple dimensions of input, process and output, the limitation of a single index is avoided, the accuracy and reliability of an evaluation result are improved through a scientific weight determination and data processing method, the influence of subjective factors is reduced based on multi-source data and an objective calculation method, and the evaluation efficiency is improved. The method can provide clear improvement directions and specific measure suggestions for organizations, has high practical application value, facilitates comparison with historical data of the same industry or organizations, and is beneficial to continuous tracking and improvement of organization efficiency.
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Description

Technical Field

[0001] The present invention relates to the fields of organizational management and performance evaluation, and specifically to a method for evaluating organizational efficiency. Background Art

[0002] In today's highly competitive business environment, organizational efficiency is crucial for the survival and development of enterprises. However, existing methods for evaluating organizational efficiency often have problems such as single indicators and inaccurate evaluations, and cannot comprehensively and accurately reflect the true efficiency status of the organization. Therefore, it is necessary to propose a method for evaluating organizational efficiency. Summary of the Invention

[0003] In view of the problems in the prior art, the present invention provides a method for evaluating organizational efficiency.

[0004] The technical solution adopted by the present invention to solve its technical problems is: a method for evaluating organizational efficiency, including steps of determining an evaluation index system, data collection, determining index weights, data standardization processing, efficiency calculation, result analysis and evaluation, and putting forward improvement suggestions;

[0005] The determination of the evaluation index system constructs an index system from three aspects of the organization's input, process, and output; the input indicators include human resources, financial resources, and material resources; the process indicators cover process efficiency, communication effectiveness, and collaborative cooperation; the output indicators include product or service quality, output, sales volume, and customer satisfaction;

[0006] The data collection collects data in various ways, such as questionnaires, interviews, document analysis, and system data extraction, to ensure the accuracy, integrity, and reliability of the data;

[0007] The determination of the index weights uses methods such as the Analytic Hierarchy Process (AHP) or the Delphi method to determine the weights of each index, and combines expert opinions and actual data to make the weight distribution reasonable;

[0008] The data standardization processing performs standardization processing on the collected raw data to eliminate the dimension difference, and uses common standardization methods, such as Z-score standardization or extreme value standardization;

[0009] The efficiency calculation calculates the organizational efficiency score using the weighted summation method according to the determined weights and the standardized data;

[0010] The result analysis and evaluation compares the calculated organizational efficiency score with industry standards or organizational historical data for comparative analysis, deeply analyzes the high-scoring and low-scoring indicators, and finds out the advantages and disadvantages of the organization.

[0011] The proposed improvement suggestions are based on result analysis, and specific improvement suggestions and measures are put forward for the short board of organizational efficiency. An implementation plan is formulated, and the responsible persons and time nodes are clarified.

[0012] The human resource indicators in terms of input for determining the evaluation index system also include the turnover rate of employees in key positions and the distribution of employee performance. When determining the evaluation index system, the decision-making efficiency indicators in terms of process are further broken down into the success rate of major decisions and the response time of emergency decisions.

[0013] In the data collection stage, for the results of the questionnaire survey, reliability and validity analysis are used to verify the reliability and validity of the data.

[0014] In the process of determining the index weights, if the analytic hierarchy process is used, when the consistency ratio is greater than 0.1, it is necessary to reconstruct the judgment matrix to adjust the weights.

[0015] In the data standardization process, for extreme value standardization, when there are extreme values in the data, trimming or Winsorize method is used for correction.

[0016] In the result analysis and evaluation stage, sensitivity analysis is introduced to explore the impact of small changes in index weights on the organizational efficiency score.

[0017] When putting forward the improvement suggestions, in combination with the strategic goals of the organization and the changes in the external market environment, a forward-looking improvement plan is formulated.

[0018] A method for using a method for evaluating organizational efficiency includes the following steps:

[0019] The first step: Preparation stage

[0020] Establish a special evaluation team. The team members should include management personnel and data analysts familiar with the organization's operations. Train the evaluation team members so that they fully understand the evaluation index system, data collection methods, weight determination techniques, and subsequent analysis and evaluation processes;

[0021] The second step: Determine the evaluation cycle

[0022] According to the characteristics and needs of the organization, determine a suitable evaluation cycle, which can be quarterly, semi-annual or annual;

[0023] Implement the evaluation

[0024] According to the determined evaluation index system, comprehensively collect relevant data, use the analytic hierarchy process or Delphi method to determine the weights of each index, standardize the collected data, and calculate the organizational efficiency score according to the method of weighted summation;

[0025] The third step: Result interpretation and analysis

[0026] Compare the calculated organizational efficiency scores with preset standards or the organization's historical data. For the scores of each indicator, draw charts for intuitive display to more clearly identify strengths and weaknesses. Organize members of the evaluation team and the heads of relevant departments for a meeting discussion to deeply analyze the reasons behind the scores;

[0027] Formulate improvement measures

[0028] Based on the analysis results, relevant departments propose specific improvement measures and action plans, and conduct feasibility assessments and prioritize the improvement measures;

[0029] Fourth step: Tracking and feedback

[0030] Establish a dedicated tracking mechanism, regularly check the implementation of improvement measures, collect feedback from employees on the improvement measures, and make necessary adjustments and optimizations to the measures;

[0031] Continuous improvement

[0032] At the end of each evaluation cycle, summarize experience and lessons, make appropriate adjustments and improvements to the evaluation index system and methods, incorporate the organizational efficiency evaluation into the organization's regular management process, and promote the organization to continuously improve efficiency.

[0033] Advantages of the present invention:

[0034] A method for evaluating organizational efficiency according to the present invention. The method of the present invention evaluates organizational efficiency from multiple dimensions of input, process, and output, avoiding the limitations of single indicators. Through scientific weight determination and data processing methods, the accuracy and reliability of the evaluation results are improved. Based on multi-source data and objective calculation methods, the influence of subjective factors is reduced. It can provide clear improvement directions and specific measure suggestions for the organization, has strong practical application value, is convenient for comparison with historical data of the same industry or the organization itself, and helps to continuously track and improve organizational efficiency. Specific embodiments

[0035] In order to make the technical means, creative features, achieved purposes, and functions of the present invention easy to understand, the present invention will be further described below in conjunction with specific embodiments.

[0036] A method for evaluating organizational efficiency according to the present invention includes the steps of determining an evaluation index system, data collection, index weight determination, data standardization processing, efficiency calculation, result analysis and evaluation, and proposing improvement suggestions;

[0037] The determination of the evaluation index system constructs the index system from three aspects: the input, process, and output of the organization; the input indicators include human resources, financial resources, and material resources; the process indicators cover process efficiency, communication effectiveness, and collaborative cooperation; the output indicators include product or service quality, output, sales, and customer satisfaction;

[0038] The data collection uses multiple methods to collect data, such as questionnaires, interviews, document analysis, and system data extraction, to ensure the accuracy, integrity, and reliability of the data;

[0039] The determination of the index weights uses methods such as the Analytic Hierarchy Process (AHP) or the Delphi method to determine the weights of each index, integrating expert opinions and actual data to make the weight distribution reasonable;

[0040] The data standardization process standardizes the collected raw data, eliminates the dimension differences, and uses common standardization methods, such as Z-score standardization or extreme value standardization;

[0041] The efficiency calculation calculates the organizational efficiency score using the weighted summation method based on the determined weights and the standardized data;

[0042] The result analysis and evaluation compares the calculated organizational efficiency score with the industry standards or the organization's historical data for in-depth analysis of the high-scoring and low-scoring indicators to identify the organization's strengths and weaknesses.

[0043] The proposed improvement suggestions are based on the result analysis, and specific improvement suggestions and measures are proposed for the short board of organizational efficiency, and an implementation plan is formulated, clarifying the responsible person and time node.

[0044] The human resources indicator in the input aspect of the determined evaluation index system also includes the turnover rate of employees in key positions and the distribution of employee performance. When determining the evaluation index system, the decision-making efficiency indicator in the process aspect is further divided into the success rate of major decisions and the response time of emergency decisions.

[0045] In the data collection stage, for the results of the questionnaire survey, reliability and validity analysis are used to verify the reliability and validity of the data.

[0046] During the process of determining the index weights, if the Analytic Hierarchy Process is used, when the consistency ratio is greater than 0.1, it is necessary to reconstruct the judgment matrix to adjust the weights.

[0047] During the data standardization process, for extreme value standardization, when there are extreme values in the data, trimming or Winsorize methods are used for correction.

[0048] In the result analysis and evaluation stage, sensitivity analysis is introduced to explore the impact of small changes in the index weights on the organizational efficiency score.

[0049] When making improvement suggestions, formulate forward-looking improvement plans in combination with the organization's strategic goals and changes in the external market environment.

[0050] Determine the evaluation index system

[0051] Input aspects:

[0052] Human resources: Number of employees, educational background structure of employees, average working experience of employees, training investment;

[0053] Financial resources: Total capital investment, capital allocation ratio (such as R & D, production, marketing, etc.), cost control indicators, etc.;

[0054] Material resources: Quantity of raw material purchases, quantity and advancement of equipment, inventory turnover rate.

[0055] Process aspects:

[0056] Process efficiency: Average processing time of business processes, degree of process simplification, error rate in processes;

[0057] Communication effectiveness: Timeliness and accuracy of information transmission, frequency and effectiveness of communication between departments;

[0058] Collaborative cooperation: Smoothness of cooperation in cross-departmental projects, satisfaction survey of teamwork;

[0059] Decision-making efficiency: Response time of decision-making, correctness rate of decision-making.

[0060] Output aspects:

[0061] Product or service quality: Product qualification rate, favorable comment rate of service, complaint rate;

[0062] Output: Quantity of products produced, number of service deliveries;

[0063] Sales volume: Sales volume of different product lines or service types, changes in market share;

[0064] Customer satisfaction: Customer satisfaction scores obtained through questionnaire surveys or online evaluations;

[0065] Innovation achievements: Number of new product R & Ds, number of patent applications.

[0066] Data collection

[0067] Questionnaire survey: Design a detailed questionnaire and collect subjective evaluations of various indicators and feedback on actual work situations from employees in different departments and positions;

[0068] Interviews: Conduct face-to-face or telephone interviews with managers at all levels and employees in key positions to deeply understand the work processes, resource utilization, and outputs.

[0069] Document analysis: Review the company's financial statements, work reports, project documents, quality inspection reports, etc. to obtain objective data and information; System data extraction: Extract relevant business data from the enterprise's resource management system, production management system, customer relationship management system, etc.

[0070] Determination of index weights

[0071] Analytic Hierarchy Process (AHP): Construct a hierarchical structure model, with organizational efficiency as the goal layer, input, process, and output as the criterion layer, and each specific indicator as the index layer;

[0072] Construct a judgment matrix by pairwise comparing the relative importance of elements at each level by experts;

[0073] Calculate the eigenvector and the maximum eigenvalue of the judgment matrix, and conduct a consistency test. If the test is passed, the eigenvector is the weight of each indicator; if not, readjust the judgment matrix until the test is passed;

[0074] Delphi method: Select a group of experts with rich experience in organizational management and efficiency evaluation; Provide the index system and relevant background information to the experts, and ask the experts to independently give their weight opinions on each indicator; Collect the opinions of the experts and conduct summary and statistical analysis;

[0075] Feed back the statistical results to the experts, solicit opinions again, and after multiple rounds of feedback and adjustment, until the opinions of the experts tend to be consistent, and finally determine the index weights.

[0076] Data standardization processing

[0077] Z-score standardization: For each indicator, calculate its mean μ and standard deviation σ. For each data value x, the standardized value z = (x - μ) / σ;

[0078] Extreme value standardization: For each indicator, find its maximum value max and minimum value min. For each data value x, the standardized value y = (x - min) / (max - min).

[0079] Efficiency calculation

[0080] Multiply the standardized data by the corresponding weights;

[0081] Sum up all the weighted data to obtain the comprehensive score of organizational efficiency.

[0082] Result analysis and evaluation

[0083] Comparison with industry standards: Obtain the efficiency data and average values of indicators of similar organizations in the same industry, compare the scores of this organization with them, and determine its position and gaps in the industry;

[0084] Comparison with organizational historical data: Examine the efficiency evaluation results of this organization in different past periods, and analyze the changing trends and development directions of efficiency;

[0085] Detailed analysis of indicators: Analyze the scores of each indicator separately, and identify the advantageous indicators with higher scores and the indicators to be improved with lower scores;

[0086] Correlation analysis of factors: Explore the correlations between different indicators, identify the relationships of mutual influence and restriction, and provide a basis for improvement measures.

[0087] Propose improvement suggestions

[0088] For the indicators to be improved, conduct in-depth cause analysis, which may include unreasonable processes, improper resource allocation, and insufficient personnel skills;

[0089] Based on the cause analysis, propose specific improvement suggestions, such as optimizing business processes, adjusting resource allocation, and conducting training to improve employees' capabilities;

[0090] Formulate an implementation plan, clarify the responsible departments, responsible persons, implementation time, and phased goals of the improvement measures;

[0091] Establish a tracking and evaluation mechanism, regularly monitor and evaluate the implementation situation and effects of the improvement measures, and make adjustments and optimizations according to the actual situation.

[0092] Example 1:

[0093] A manufacturing enterprise uses the method of the present invention to conduct organizational efficiency evaluation. First, it determines an indicator system including human resource input, raw material consumption, production process cycle, product qualification rate, market share, etc. It collects data through employee questionnaires, production data analysis, and financial statement research, determines the indicator weights using the analytic hierarchy process, calculates the organizational efficiency score after standardizing the data, and finds that the enterprise has deficiencies in production process efficiency and raw material utilization rate compared with industry benchmark enterprises. Based on this, it proposes improvement suggestions such as optimizing the production process and strengthening raw material management, and formulates a detailed implementation plan.

[0094] Example 2:

[0095] A service enterprise uses the evaluation method of the present invention. The determined indicators include employee training time, service response time, customer complaint rate, customer loyalty, etc. Information is collected through interviews, customer feedback and internal system data. The Delphi method is used to determine the weights. Through calculation and analysis, it is found that the overly long service response time is the key factor affecting organizational efficiency. Subsequently, specific measures are formulated to shorten the service response time, such as optimizing the work process and increasing personnel allocation, and the improvement effect is tracked.

[0096] When specifically used:

[0097] Establish a special evaluation team. The team members should include management personnel familiar with organizational operations and data analysts. Train the evaluation team members so that they fully understand the evaluation index system, data collection methods, weight determination techniques, and subsequent analysis and evaluation processes;

[0098] According to the characteristics and needs of the organization, determine an appropriate evaluation cycle, which can be quarterly, semi-annual or annual;

[0099] According to the determined evaluation index system, comprehensively collect relevant data, use the analytic hierarchy process or the Delphi method to determine the weights of each index, standardize the collected data, and calculate the organizational efficiency score according to the method of weighted summation;

[0100] Compare the calculated organizational efficiency score with the preset standard or the historical data of the organization. For the score of each index, draw a chart for intuitive display so as to more clearly see the advantages and disadvantages. Organize a meeting for the evaluation team members and the person in charge of relevant departments to discuss and deeply analyze the reasons behind the score;

[0101] According to the analysis results, relevant departments propose specific improvement measures and action plans, and conduct a feasibility assessment and priority ranking of the improvement measures;

[0102] Establish a special tracking mechanism, regularly check the implementation of the improvement measures, collect the feedback from employees on the improvement measures, and make necessary adjustments and optimizations to the measures;

[0103] After the end of each evaluation cycle, summarize the experience and lessons, make appropriate adjustments and improvements to the evaluation index system and methods, incorporate the organizational efficiency evaluation into the normal management process of the organization, and promote the continuous improvement of organizational efficiency.

[0104] The basic principles, main features and advantages of the present invention have been shown and described above. Those skilled in the art should understand that the present invention is not limited by the above embodiments. The above embodiments and the descriptions in the specification only illustrate the principles of the present invention. Without departing from the spirit and scope of the present invention, the present invention will have various changes and improvements, and all these changes and improvements fall within the scope of protection required by the present invention. The scope of protection required by the present invention is defined by the appended claims and their equivalents.

Claims

1. A method for evaluating organizational efficiency, characterized in that, It includes steps of determining the evaluation index system, data collection, determining index weights, data standardization processing, efficiency calculation, result analysis and evaluation, and putting forward improvement suggestions; The determination of the evaluation index system constructs the index system from three aspects of the organization's input, process and output; input indexes include human resources, financial resources, and material resources; process indexes cover process efficiency, communication effect, and collaborative cooperation; output indexes include product or service quality, output, sales volume, and customer satisfaction; The data collection adopts various methods to collect data, such as questionnaire surveys, interviews, document analysis, and system data extraction, to ensure the accuracy, integrity, and reliability of the data; The determination of the index weights uses methods such as the Analytic Hierarchy Process (AHP) or the Delphi method to determine the weights of each index, integrating expert opinions and actual data to make the weight distribution reasonable; The data standardization processing standardizes the collected original data, eliminates the dimension difference, and adopts common standardization methods, such as Z-score standardization or extreme value standardization; The efficiency calculation calculates the organizational efficiency score by using the weighted summation method according to the determined weights and the standardized data; The result analysis and evaluation compares the calculated organizational efficiency score with the industry standard or the organization's historical data for comparative analysis, deeply analyzes the high-scoring and low-scoring indexes, and finds out the advantages and disadvantages of the organization. The putting forward of improvement suggestions is based on the result analysis, puts forward specific improvement suggestions and measures for the short board of organizational efficiency, formulates an implementation plan, and clarifies the responsible person and time node.

2. The method for evaluating the efficiency of an organization according to claim 1, characterized in that: The human resources index in the input aspect of the determination of the evaluation index system also includes the turnover rate of employees in key positions and the distribution of employee performance. When determining the evaluation index system, the decision-making efficiency index in the process aspect is further divided into the success rate of major decisions and the response time of emergency decisions.

3. The method for evaluating the efficiency of an organization according to claim 1, characterized in that: In the data collection stage, for the results of the questionnaire survey, reliability and validity analysis are used to verify the reliability and validity of the data.

4. The method for evaluating organizational efficiency according to claim 1, wherein: In the process of determining the index weights, if the Analytic Hierarchy Process is used, when the consistency ratio is greater than 0.1, it is necessary to reconstruct the judgment matrix to adjust the weights.

5. The method for evaluating the efficiency of an evaluation organization according to claim 1, wherein: In the data standardization processing, for extreme value standardization, when there are extreme values in the data, trimming or Winsorize methods are used for correction.

6. The method for evaluating organizational efficiency according to claim 1, wherein: In the result analysis and evaluation stage, sensitivity analysis is introduced to explore the impact of small changes in index weights on the organizational efficiency score.

7. A method for evaluating the efficiency of an organization according to claim 1, characterized in that: When putting forward improvement suggestions, combined with the organization's strategic goals and changes in the external market environment, a forward-looking improvement plan is formulated.

8. Method of using a method for evaluating organizational efficiency, characterized in that: It includes the following steps: The first step: Preparation stage Establish a special evaluation team. The team members should include management personnel and data analysts familiar with the organization's operations, and train the evaluation team members to fully understand the evaluation index system, data collection methods, weight determination techniques, and subsequent analysis and evaluation processes; The second step: Determine the evaluation cycle According to the characteristics and needs of the organization, determine a suitable evaluation cycle, which can be quarterly, semi-annual or annual; Implement the evaluation According to the established evaluation index system, comprehensively collect relevant data, determine the weights of each index by using the analytic hierarchy process or the Delphi method, standardize the collected data, and calculate the organizational efficiency score according to the method of weighted summation; Step 3: Result Interpretation and Analysis Compare the calculated organizational efficiency score with the preset standards or the historical data of the organization. For the score of each index, draw charts for intuitive display to more clearly identify the advantages and disadvantages. Organize members of the evaluation team and the person in charge of relevant departments to conduct a meeting discussion to deeply analyze the reasons behind the score; Formulate improvement measures According to the analysis results, relevant departments propose specific improvement measures and action plans, and conduct a feasibility assessment and priority ranking of the improvement measures; Step 4: Tracking and Feedback Establish a special tracking mechanism, regularly check the implementation of the improvement measures, collect feedback from employees on the improvement measures, and make necessary adjustments and optimizations to the measures; Continuous improvement After the end of each evaluation cycle, summarize the experience and lessons, make appropriate adjustments and improvements to the evaluation index system and methods, incorporate the organizational efficiency evaluation into the normal management process of the organization, and promote the continuous improvement of the organization's efficiency.