Information processing system, information processing method and program

Abstract

To enable communication with reference to an index.SOLUTION: An information processing system includes an enterprise data storage part for storing enterprise data about economic activities of an enterprise, an index calculation part for periodically calculating an index related to the economic activities on the basis of the enterprise data, a user storage part for storing user specific information for specifying a user related to the index in association with index specification information for specifying the index, and a message transmission part for specifying a plurality of users corresponding to the calculated index with reference to the user storage part, and transmitting a message between the specified users while displaying the calculated index.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to an information processing system, an information processing method, and a program. [Background technology]

[0002] Measures are evaluated using KPIs (see, for example, Patent Document 1). [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Publication No. 2022-127958 Summary of the Invention [Problem to be solved by the invention]

[0004] It is important to discuss the status of KPI achievement, etc.

[0005] The present invention has been made in view of the above background, and aims to provide a technology that enables communication by referring to indicators. [Means for solving the problem]

[0006] The main invention of the present invention for solving the above problem is an information processing system comprising: a company data storage unit that stores company data related to the economic activities of a company; an index calculation unit that periodically calculates indexes related to the economic activities based on the company data; a user storage unit that stores user identification information that identifies users related to the index in association with index identification information that identifies the index; and a message sending unit that refers to the user storage unit to identify multiple users corresponding to the calculated index, and sends messages between the identified users while displaying the calculated index.

[0007] Other problems and solutions disclosed in this application will be made clear in the section on preferred embodiments of the invention and the drawings. [Effects of the Invention]

[0008] According to the present invention, communication can be carried out with reference to indicators. [Brief explanation of the drawings]

[0009] [Figure 1] FIG. 1 is a diagram illustrating an example of the overall configuration of an information processing system. [Figure 2] FIG. 2 illustrates an example of a hardware configuration of a management server 2. [Figure 3] FIG. 2 illustrates an example of the software configuration of a management server 2. [Figure 4] FIG. 10 is a diagram illustrating an example of a dashboard screen showing KPIs. [Figure 5] FIG. 10 is a diagram illustrating an example of a message display screen. [Figure 6] FIG. 10 is a diagram illustrating an example of a display screen for an alert message. [Figure 7] FIG. 10 is a diagram illustrating the operation of the management server 2. DETAILED DESCRIPTION OF THE INVENTION

[0010] <Summary of the Invention> The present invention will be described by listing the contents of the embodiments. For example, the present invention has the following configuration. [Item 1] a company data storage unit that stores company data relating to the economic activities of the company; an index calculation unit that periodically calculates the indexes related to economic activity based on the company data; a user storage unit that stores user identification information that identifies a user associated with the index in association with index identification information that identifies the index; a message sending unit that refers to the user storage unit, identifies a plurality of users corresponding to the calculated index, and sends a message between the identified users while displaying the calculated index; An information processing system comprising: [Item 2] Item 1, an information processing system according to item 1, a target storage unit that stores a target value of the index in association with the index identification information; the message sending unit, when the calculated index falls below the target value corresponding to the index, sends a message to the user corresponding to the index indicating that the target value has not been achieved; An information processing system characterized by: [Item 3] Item 2. The information processing system according to item 2, an achievement rate calculation unit that calculates an achievement rate that is a ratio of the index to the target value, the message sending unit sends the message including the achievement rate to the user corresponding to the index; An information processing system characterized by: [Item 4] Item 1, an information processing system according to item 1, a target storage unit that stores a target value of the index in association with the index identification information; the message sending unit, when the calculated index falls below the target value corresponding to the index, sends a first message to a first user, which is at least one of the users corresponding to the index, asking why the target value has not been achieved, receives a second message from the first user in response to the first message, and sends the received second message to the user; An information processing system characterized by: [Item 5] Item 1, an information processing system according to item 1, an index information storage unit that stores a second index related to the first index in association with the first index; the index calculation unit calculates and outputs a plurality of the first indexes, accepts selection of one of the output first indexes, identifies the second index related to the selected first index from the index information storage unit, and outputs the identified second index; An information processing system characterized by: [Item 6] Item 1, an information processing system according to item 1, the index calculation unit aggregates the indexes in different time units, the message sending unit switches the time unit of the indicator to be displayed in response to an instruction from the user; An information processing system characterized by: [Item 7] Item 1, an information processing system according to item 1, the message sending unit switches the display format of the indicator in response to an instruction from the user; the message sending unit includes the indicator of the display format in the message in response to an instruction from the user; An information processing system characterized by: [Item 8] Item 1, an information processing system according to item 1, the company data storage unit stores first company data, which is the company data of the company itself, and second company data, which is the company data of other companies; the index calculation unit calculates the index for the company based on the first company data, and calculates the index for the other company based on the second company data; An information processing system characterized by: [Item 9] storing company data relating to the economic activities of the company; periodically calculating the indicators related to economic activity based on the company data; storing user identification information identifying a user associated with the index in a user storage unit in association with index identification information identifying the index; referring to the user storage unit to identify a plurality of users corresponding to the calculated indicators; sending a message between the identified users while displaying the calculated indicator; An information processing method characterized by being executed by a computer. [Item 10] storing company data relating to the economic activities of the company; periodically calculating the indicators related to economic activity based on the company data; storing user identification information identifying a user associated with the index in a user storage unit in association with index identification information identifying the index; referring to the user storage unit to identify a plurality of users corresponding to the calculated indicators; sending a message between the identified users while displaying the calculated indicator; A program that causes a computer to execute the following.

[0011] <System Overview> An information processing system according to one embodiment of the present invention will now be described. The information processing system of this embodiment outputs indicators related to a company's economic activity, such as KPIs (Key Performance Indicators), and enables communication while referring to these indicators. The indicators are not limited to KPIs; they may also be KGIs (Key Goal Indicators), OKRs (Objectives and Key Results), or management or financial indicators such as cost of sales ratios. The information processing system of this embodiment manages data related to a wide variety of companies' economic activities (hereinafter referred to as corporate data), calculates and outputs various indicators (assumed to be KPIs in this embodiment) based on the corporate data, and enables users belonging to the company to easily view the indicators. Furthermore, the information processing system allows users to view KPIs and send and receive messages with other users (e.g., members of the same department) related to the achievement of the KPIs.

[0012] 1 is a diagram showing an example of the overall configuration of an information processing system. The information processing system of this embodiment is configured to include a management server 2. The management server 2 is communicably connected to a user terminal 1 via a communication network. The communication network is, for example, the Internet, and is constructed using a public telephone line network, a mobile phone line network, a wireless communication path, Ethernet (registered trademark), etc.

[0013] The user terminal 1 is a computer operated by a user, and may be, for example, a smartphone, a tablet computer, or a personal computer.

[0014] The management server 2 may be a general-purpose computer such as a workstation or a personal computer, or may be logically realized by cloud computing.

[0015] <Administration Server> FIG. 2 is a diagram illustrating an example of the hardware configuration of the management server 2. Note that the illustrated configuration is an example, and other configurations may also be used. The management server 2 includes a CPU 201, a memory 202, a storage device 203, a communication interface 204, an input device 205, and an output device 206. The storage device 203 stores various data and programs, and is, for example, a hard disk drive, a solid state drive, or a flash memory. The communication interface 204 is an interface for connecting to the communication network 3, and is, for example, an adapter for connecting to Ethernet (registered trademark), a modem for connecting to a public telephone network, a wireless communication device for wireless communication, a USB (Universal Serial Bus) connector or an RS232C connector for serial communication, etc. The input device 205 is used to input data, and is, for example, a keyboard, a mouse, a touch panel, a button, a microphone, etc. The output device 206 is used to output data, and is, for example, a display, a printer, a speaker, etc. Each functional unit of the management server 2 described below is realized by the CPU 201 reading a program stored in the storage device 203 into the memory 202 and executing it, and each storage unit of the management server 2 is realized as part of the storage area provided by the memory 202 and the storage device 203.

[0016] 3 is a diagram illustrating an example of the software configuration of the management server 2. The management server 2 includes a company data storage unit 231, a user storage unit 232, a goal storage unit 233, a setting information storage unit 234, an index information storage unit 235, an index calculation unit 211, a message transmission unit 212, and an achievement rate calculation unit 213.

[0017] <Storage section> The company data storage unit 231 stores company data related to the economic activities of a company. The company data is data for calculating the achievement rate of indicators such as KPIs. The company data may include, for example, data managed by a financial accounting system, a sales management system, a human resources management system, a sales force automation (SFA) system, a customer relationship management (CRM) system, etc. Data acquired from these external systems may be imported as the company data. The company data may include information about the company itself and information about other companies. The company data may also include information identifying team members. For example, user identification information identifying users belonging to the first sales department may be managed in association with the "first sales department." Numerical values ​​included in the company data may be, for example, daily data. Values ​​included in the company data may also be values ​​by week, month, quarter, or year. For example, the company data may include, for example, sales, related products or services, users or teams that sold them, costs or cost rates, etc., associated with each other.

[0018] The corporate data about other companies may include, for example, financial statements such as financial statements and securities reports submitted by the other companies. The corporate data about other companies may also include data inferred from investor relations materials (such as presentation materials) that the other companies publicize to their shareholders and investors. Inferences based on the IR materials can be made by the operator of the management server 2, and the inference results can be registered in the corporate data storage unit 231 so that they are available to users. By analyzing the IR materials, it is possible to estimate, for example, the number of users (number of customers), MRR (Monthly Recurring Revenue), churn rate, average unit price, and the like.

[0019] The company data may include management data, field data, and competitor data related to the company.

[0020] The management data may include sales data, cost data, and organizational data.

[0021] Sales data is necessary for management decisions regarding increasing a company's sales, and based on sales data, indicators such as sales revenue, number of subscribers, order price, number of new orders, and contract renewal rate can be calculated.

[0022] Expense data is necessary for management decisions regarding cost improvement in a company, and based on the expense data, cost rates, advertising expenses, recruitment costs, salaries and allowances, communication expenses, etc. can be calculated.

[0023] Organizational data is necessary for making management decisions about a company's organization and assets, and based on this organizational data, it is possible to calculate the number of employees, turnover rate, average annual salary, average age, number of new graduates hired, etc.

[0024] The field data may include marketing data, sales data, and CS (Customer Satisfaction) data.

[0025] Marketing data is necessary to improve the PDCA cycle of operations leading up to acquiring potential customers, and based on marketing data, it is possible to calculate CVR (Conversion Rate), number of sessions, conversion rate to appointments, number of PVs (Page Views), etc.

[0026] Sales data is necessary to improve the PDCA cycle of operations leading up to receiving a contract, and based on sales data it is possible to calculate indicators such as the number of new orders acquired, the amount of new orders, the number of orders acquired via telemarketing, and the number of orders acquired by event.

[0027] CS data is necessary to improve the PDCA cycle of operations related to contract customers, and can be used to calculate indicators such as cancellation rate, cancellation amount, cancellation rate by contract length, and number of customers.

[0028] Competitive data may include financial, market, and business data about other companies.

[0029] The financial data can be, for example, data disclosed in other companies' securities reports, financial statements, etc. From the financial data, it is possible to obtain other companies' sales, cost of sales, advertising expenses, labor costs, operating profit, net profit, cash and deposits, interest-bearing debt, shareholders' equity, number of employees, average annual salary, average age, etc.

[0030] The market data can be, for example, data disclosed on a financial information website for investors. From the market data, it is possible to obtain other companies' market capitalization, latest stock price, year-to-date high price, year-to-date low price, stock price change from the previous day, number of shares per unit, trading volume, number of issued shares, dividend yield, PSR, PER, PBR, etc.

[0031] The business data may be data disclosed in investor relations (IR) information, for example. From the business data, sales growth rate, gross profit margin, operating profit margin, sales by business segment, churn rate, number of customers, MRR, ARR, etc. may be obtained. The business data may include data that is not publicly disclosed. It is also possible to accept input of undisclosed business data, such as estimated data from analysts. Furthermore, given logic may be used to calculate estimated values ​​for undisclosed business data based on financial data and market data from other companies.

[0032] The user storage unit 232 stores user identification information that identifies a user related to an index, in association with index identification information that identifies the index. The user storage unit 232 can store multiple pieces of user identification information for one index. The index identification information may be, for example, an index name. For example, for a specific index for each team (e.g., the number of monthly visits per member of the first sales department), the user storage unit 232 can store user identification information that indicates, among the team members, members who perform activities such as sales activities related to the index, members who are managers, etc., in association with an index name such as "number of monthly visits per member (first sales department)."

[0033] The target storage unit 233 stores the target value of the index in association with the index identification information. For example, the target storage unit 233 can store a numerical value such as "30" in association with "monthly number of visits per person (first sales department)."

[0034] The setting information storage unit 234 stores various setting information. The setting information can store a threshold value for the achievement rate of an index, which will be described later. An alert message can be sent when the achievement rate of an index exceeds the threshold value, or when the achievement rate of an index does not reach the threshold value. The setting information can also include the timing at which the index calculation unit 211, which will be described later, calculates the index (for example, any timing can be set, such as every Friday, the 25th of each month, or March 31st).

[0035] The indicator information storage unit 235 stores information related to the indicators to be calculated (hereinafter referred to as indicator information). The indicator information can be information that defines the parent-child relationship of the indicators. For example, for an indicator of a KGI, information that specifies one or more KPIs can be registered as indicator information in the indicator information storage unit 235 in association with information that specifies the KGI so as to link the indicator that serves as the KPI. For example, the indicator information can include information that specifies the KPI and information that specifies the KGI. The indicator information can be stored, for example, for each user, and indicator information can be received from the user and registered in the indicator information storage unit 235.

[0036] <Functional section> The index calculation unit 211 calculates indexes related to economic activity based on company data. The index calculation unit 211 can calculate indexes periodically (for example, daily, weekly, monthly, or the like, and the span can be arbitrarily set as setting information). The index calculation unit 211 can perform various aggregations, such as aggregating the number of daily visits by month and by team. Furthermore, the index calculation unit 211 can calculate the number of monthly visits per person by dividing the number of monthly visits by team by the number of people belonging to the team. The index calculation unit 211 can calculate indexes by changing the time unit for aggregation. For example, the index calculation unit 211 can calculate indexes for the same index in different time units, such as hourly, daily, weekly, monthly, or yearly. The index calculation unit 211 can calculate the indexes using a known method. The index calculation unit 211 can transmit the calculated indexes to the user terminal 1 so that the user can view them. If the timing for calculating the indexes is set in the setting information registered in the setting information storage unit 234, the index calculation unit 211 can calculate the indexes at that timing.

[0037] 4 is a diagram showing an example of a dashboard screen for KPIs. The dashboard shown in FIG. 4 displays various indicators calculated by the indicator calculation unit 211 in list format, graph format, etc. In this way, the indicator calculation unit 211 calculates multiple indicators based on company data, and transmits the calculated results to the user terminal 1 as screen data in various display formats, thereby allowing one or more KPIs to be displayed on the user terminal 1.

[0038] The index calculation unit 211 can display other indexes related to the displayed index by so-called drill-down. For example, the user terminal 1 accepts the selection of an index from the dashboard shown in FIG. 4 and transmits information identifying the selected index to the management server 2. The index calculation unit 211 then identifies other indexes related to the index identified by the received information from the index information storage unit 235 and transmits the identified indexes (for example, as screen data displaying the indexes) to the user terminal 1, causing the user terminal 1 to display indexes related to the selected index. The index calculation unit 211 may calculate the related indexes based on company data when instructed, or the management server 2 may be provided with an index storage unit that stores the calculation results. The index calculation unit 211 may calculate multiple indexes in advance and register them in the index storage unit, and read the latest values ​​of indexes related to the selected index from the index storage unit.

[0039] The index calculation unit 211 may compare and output the index of the company with that of other companies for the same index. As described above, the company data storage unit 231 stores company data about the company itself and company data about other companies, and the index calculation unit 211 can calculate the index of the company itself based on the company data about the company itself, and can also calculate values ​​for other companies for the same index based on the company data of the other companies. The index calculation unit 211 can, for example, create screen data for comparatively displaying the company's index with that of other companies and send it to the user terminal 1. For example, it can compare the sales, number of employees, and cost rates of the company itself and other companies.

[0040] The message sending unit 212 sends messages between users. The message sending unit 212 can identify multiple users corresponding to the calculated indicators from the user storage unit 232. The message sending unit 212 can send messages between the identified users while displaying the calculated indicators.

[0041] The message sending unit 212 can switch the time unit for aggregation and display the indicators in response to an instruction from the user. For example, the message sending unit 212 can switch the display of indicators in different time units, such as by week or month, in response to a tap on a displayed daily indicator.

[0042] Fig. 5 is a diagram showing an example of a message display screen. The display screen shown in Fig. 5 can be displayed when, for example, one KPI is selected by touching the screen on the dashboard screen shown in Fig. 4. As shown in Fig. 5, the KPI (daily order amount in the example of Fig. 5) is displayed in the upper section of the screen. In addition, the message display screen shown in Fig. 5 has a message display column in the lower section. In the message display column, messages sent between users related to the KPI are displayed in a chat format.

[0043] The message sending unit 212 can also display changes in the indicators over time. The message sending unit 212 can display changes in the indicators in a graph format, for example. The message sending unit 212 can also change the time to go back in response to an instruction from the user. The message sending unit 212 can also change the display format (type of graph) in response to an instruction from the user. The message sending unit 212 can include the displayed indicator in the message. For example, when the user edits a message to be sent on the screen shown in FIG. 5, when the user drags an indicator in the upper row and drops it into a message editing field (not shown), the dragged indicator can be included in the message being edited.

[0044] The achievement rate calculation unit 213 calculates an achievement rate, which is the ratio of an index to a target value. The achievement rate calculation unit 213 acquires a target value corresponding to the index from the target storage unit 233, and can calculate the achievement rate as the sum of the index calculated by the index calculation unit 211 and the target value. The achievement rate calculation unit 213, together with the index calculation unit 211 or instead of the index calculation unit 211, may transmit the achievement rate and the index to the user terminal 1 and display the dashboard screen of FIG. 4 or the display screen of FIG. 5, etc. In the example of FIG. 5, the target value and actual value of the daily order amount (i.e., the index calculated by the index calculation unit 211), as well as the difference between the target value and actual value, and the achievement rate are displayed.

[0045] The message sending unit 212 may be configured to send an alert message to a user when the target has been achieved or not achieved. For example, when a calculated KPI falls below a target value corresponding to the KPI, the message sending unit 212 can send an alert message to a user associated with the KPI, indicating that the target value has not been achieved. The message sending unit 212 may be configured to send a message including the achievement rate of the KPI to a user associated with the KPI. Furthermore, when the achievement rate falls below a threshold set in the setting information, reaches the threshold, or exceeds the threshold, an alert message indicating this may be sent.

[0046] Fig. 6 is a diagram showing an example of an alert message display screen. The display screen shown in Fig. 6 displays a message indicating that the achievement rate has fallen below or exceeded a given set value. The alert message display screen shown in Fig. 6 can be displayed, for example, by tapping "Notification" displayed at the bottom of the screen of the user terminal 1. The message may also be notified by push notification or the like.

[0047] The message sending unit 212 can send a message to a user inquiring about the reason for the non-achievement of a target KPI, and can send an answer to the question to other related users. When a KPI falls below a target value, the message sending unit 212 can send a first message to a first user, which is at least one of the users related to the KPI, inquiring about the reason for the non-achievement of the target value, receive a second message in reply to the first message from the first user, and send the received second message to other users related to the KPI. In the example of FIG. 5, a message inquiring about the reason for the non-achievement is sent from one user to another user, but the message sending unit 212 can automatically send the message inquiring about the reason for the non-achievement.

[0048] <Operation> FIG. 7 is a diagram illustrating the operation of the management server 2.

[0049] The management server 2 calculates the index based on the company data (S301), and calculates the achievement rate of the index relative to the target value (S302). The management server 2 transmits the index (and the achievement rate) to the user terminal 1, and displays the index on a screen such as that shown in Figures 4 and 5 (S303).

[0050] When the index and / or achievement rate falls below, reaches, and / or exceeds the target value and / or threshold set in the setting information (S324: YES), the management server 2 identifies the user corresponding to the index from the user storage unit 232 and sends an alert message to the identified user (S325). It is also possible to set in the setting information whether the alert message is sent when the threshold is fallen below, reached, or exceeded.

[0051] The management server 2 receives a message entered into the user terminal 1 on a display screen such as that shown in FIG. 5 from the user terminal 1 along with index identification information indicating the KPI, identifies the user corresponding to the received index identification information from the user memory unit 232, and sends the received message to the identified user (S326), so that the KPI can be displayed on the display screen shown in FIG. 5 while the communication between users regarding the KPI is visualized.

[0052] Although the present embodiment has been described above, the above embodiment is intended to facilitate understanding of the present invention and is not intended to limit the present invention. The present invention may be modified or improved without departing from the spirit thereof, and equivalents thereof are also included in the present invention. [Explanation of symbols]

[0053] 1. User terminal 2 Management Server

Claims

1. a company data storage unit that stores company data relating to the economic activities of a company; an index calculation unit that periodically calculates the index related to the economic activity based on the company data; a user storage unit that stores user identification information that identifies a user associated with the index in association with index identification information that identifies the index; a message sending unit that refers to the user storage unit, identifies a plurality of users corresponding to the calculated index, and sends a message between the identified users while displaying the calculated index; An information processing system comprising:

2. 2. The information processing system according to claim 1, a target storage unit that stores a target value of the index in association with the index identification information; the message sending unit sends, when the calculated index falls below the target value corresponding to the index, a message to the user corresponding to the index indicating that the target value has not been achieved; An information processing system comprising:

3. 3. The information processing system according to claim 2, an achievement rate calculation unit that calculates an achievement rate that is a ratio of the index to the target value, the message sending unit sends the message including the achievement rate to the user corresponding to the index; An information processing system comprising:

4. 2. The information processing system according to claim 1, a target storage unit that stores a target value of the index in association with the index identification information; the message sending unit, when the calculated index falls below the target value corresponding to the index, sends a first message to at least one of the users corresponding to the index, the first message inquiring about the reason why the target value has not been reached, receives a second message in response to the first message from the first user, and sends the received second message to the user; An information processing system comprising:

5. 2. The information processing system according to claim 1, an index information storage unit that stores a second index related to the first index in association with the first index; the index calculation unit calculates and outputs a plurality of the first indexes, accepts selection of one of the outputted first indexes, identifies the second index related to the selected first index from the index information storage unit, and outputs the identified second index; An information processing system comprising:

6. 2. The information processing system according to claim 1, The index calculation unit aggregates the indexes in different time units, the message sending unit switches the time unit of the indicator to be displayed in response to an instruction from the user; An information processing system comprising:

7. 2. The information processing system according to claim 1, The message sending unit switches a display format of the indicator in response to an instruction from the user, the message sending unit includes in the message the indication of the display format in response to an instruction from the user; An information processing system comprising:

8. 2. The information processing system according to claim 1, the company data storage unit stores first company data, which is the company data of the company itself, and second company data, which is the company data of other companies; the index calculation unit calculates the index for the company based on the first company data, and calculates the index for the other company based on the second company data; An information processing system comprising:

9. storing company data relating to the economic activity of the company; periodically calculating the indicators related to economic activity based on the company data; storing user identification information for identifying a user associated with the index in a user storage unit in association with index identification information for identifying the index; referring to the user storage unit to identify a plurality of the users corresponding to the calculated indicators; sending a message between the identified users while displaying the calculated indicator; An information processing method characterized by being executed by a computer.

10. storing company data relating to the economic activity of the company; periodically calculating the indicators related to economic activity based on the company data; storing user identification information for identifying a user associated with the index in a user storage unit in association with index identification information for identifying the index; referring to the user storage unit to identify a plurality of the users corresponding to the calculated indicators; sending a message between the identified users while displaying the calculated indicator; A program for causing a computer to execute the following.

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