Documentation support system and documentation support program

Abstract

To facilitate preparing a planning document.SOLUTION: A documentation support system comprises: a workflow server 2 that stores past planning documents in which information including contents of business consignment of a system and estimation request destinations of the business consignment is described; a business management server 3 that stores information about costs of respective systems; and a support server 4 that, when a keyword for preparing a planning document about a system is input, acquires past planning documents related to the keyword from the workflow server 2 and acquires information about costs of the system from the business management server 3.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to a document creation support system and a document creation support program that support document creation. [Background technology]

[0002] For example, when preparing proposals and approval documents for system development or replacement (redevelopment) at an electric power company, the planner would create forms and formats using spreadsheet software or word processing software, and manually enter information such as the details of the outsourcing, the parties to request quotes from, and budget-related information. In this process, the planner would search databases containing information on outsourcing and databases containing information on the costs of each system to obtain the necessary information and create the proposal. This not only required a lot of effort, time, and effort, but also risked the creation of incomplete proposals.

[0003] Meanwhile, a document creation support device that can improve the efficiency of creating approval documents is known (see, for example, Patent Document 1). This device identifies and outputs a document template that corresponds to the characters from among document templates that have been created in advance using machine learning techniques, in response to character input on a terminal. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Publication No. 2020-160975 Summary of the Invention [Problem to be solved by the invention]

[0005] However, the device in Patent Document 1 simply identifies and outputs a document template that corresponds to the character input on the terminal, and in order to create a proposal, the planner must research the necessary information and enter the information to be filled in, which requires effort and time.

[0006] SUMMARY OF THE INVENTION It is therefore an object of the present invention to provide a document creation support system and a document creation support program that enable a proposal to be created easily. [Means for solving the problem]

[0007] In order to solve the above problem, the invention of claim 1 is a document creation support system characterized by comprising: a plan storage means for storing past plan documents in which information including the details of the system's business outsourcing and the party to request a quote for the business outsourcing is entered; a cost information storage means for storing information regarding the costs of each system; and a support means for, when a keyword for creating a plan document for a system is input, retrieving past plan documents related to the keyword from the plan storage means and retrieving information regarding the cost of the system from the cost information storage means.

[0008] The invention of claim 2 is characterized in that, in the document creation support system described in claim 1, the cost information storage means stores cost information for each WBS element of each system, and when a WBS element is input as the keyword, the support means retrieves past proposals related to the WBS element from the proposal storage means and retrieves cost information for the WBS element from the cost information storage means.

[0009] The invention of claim 3 is the document creation support system according to claim 1, wherein the cost information record The storage means stores the total budget amount and past usage amounts as information regarding the expenses, and the support means, when the current usage amount is input, calculates the remaining budget amount based on the total budget amount, the past usage amounts, and the current usage amount.

[0010] The invention of claim 4 is characterized in that, in the document creation support system described in claim 1, the support means creates a draft proposal based on the information entered in the acquired past proposal and the acquired information on costs.

[0011] The invention of claim 5 is characterized in that, in the document creation support system described in claim 1, the support means uses a support learning model that has been machine-learned based on past performance data so that when the keyword is input, past proposals related to the keyword and information regarding the costs of the system are output.

[0012] The invention of claim 6 is a document creation support program that causes a computer to function as a plan storage means that stores past plan documents filled with information including the details of the system's business outsourcing and the party to request a quote for the business outsourcing, a cost information storage means that stores information regarding the cost of each system, and a support means that, when a keyword for creating a plan document for a system is input, retrieves past plan documents related to the keyword from the plan storage means and retrieves information regarding the cost of the system from the cost information storage means.

[0013] The invention of claim 7 is characterized in that, in the document creation support program described in claim 6, the cost information storage means stores cost information for each WBS element of each system, and when a WBS element is input as the keyword, the support means retrieves past proposals related to the WBS element from the proposal storage means and retrieves cost information for the WBS element from the cost information storage means.

[0014] The invention of claim 8 is characterized in that, in the document creation support program described in claim 6, the cost information storage means stores the total budget amount and past usage amounts as information regarding the costs, and when the current usage amount is input, the support means calculates the remaining budget amount based on the total budget amount, the past usage amounts, and the current usage amount.

[0015] The invention of claim 9 is characterized in that, in the document creation support program described in claim 6, the support means creates a draft proposal based on the information entered in the acquired past proposal and the acquired information regarding costs.

[0016] The invention of claim 10 is characterized in that, in the document creation support program described in claim 6, the support means uses a support learning model that has been machine-learned based on past performance data so that when the keyword is input, past proposals related to the keyword and information regarding the costs of the system are output. [Effects of the Invention]

[0017] According to the inventions of claims 1 and 6, when a keyword for creating a system-related plan is entered, past plans related to the keyword are retrieved, and information on the costs of the system is also retrieved. This makes it possible to easily create a plan based on the retrieved past plans and cost information.

[0018] According to the inventions of claims 2 and 7, when a WBS element is input, past plans related to this WBS element are acquired, and information on the cost of this WBS element is also acquired. Therefore, based on the acquired past plans and information on costs, it is possible to create a WBS that you want to create. It becomes possible to easily create a proposal for S elements.

[0019] According to the inventions described in claims 3 and 8, when the amount currently spent is entered, the remaining budget amount is automatically calculated, making it possible to easily create a proposal that includes the amount currently spent and the remaining budget amount.

[0020] According to the inventions of claims 4 and 9, a draft plan is automatically created based on the information entered in the acquired past plan and the acquired information on costs. Therefore, by adding or correcting this draft plan as necessary, it becomes possible to easily create a desired plan.

[0021] According to the inventions of claims 5 and 10, information on past plans and costs is output using a machine-learned learning model for support, making it possible to obtain more accurate information on past plans and costs. As a result, plans can be created more accurately and easily. [Brief explanation of the drawings]

[0022] [Figure 1] 1 is a schematic configuration diagram showing a document creation support system according to an embodiment of the present invention; [Figure 2] 2 is a diagram showing an example of a past proposal stored in a workflow server of the document creation support system of FIG. 1. FIG. [Figure 3] 2 is a schematic block diagram showing the configuration of a support server of the document creation support system of FIG. 1. FIG. [Figure 4] 4 is a flowchart showing an operation flow of a support task of the support server of FIG. 3. [Figure 5] FIG. 5 is a diagram showing an example of a proposal form in the flowchart of FIG. 4. [Figure 6] FIG. 4 is a functional block diagram showing a schematic configuration of the support learning model of the support server of FIG. DETAILED DESCRIPTION OF THE INVENTION

[0023] The present invention will be described below based on the illustrated embodiments.

[0024] FIG. 1 is a schematic diagram showing a document creation support system 1 according to an embodiment of the present invention. This document creation support system 1 is a system that supports the creation of documents, particularly proposals and approval documents, and includes a workflow server (plan storage means) 2, a business management server (expense information storage means) 3, and a support server 4 that can communicate freely with the workflow server 2 and the business management server 3. Here, in this embodiment, a case will be described in which multiple plan creators M access the support server 4 via communication terminals (personal computers, etc.) P and receive support for creating proposals from the support server 4, but other support modes are also possible. For example, a support mode in which the functions of the support server 4 are provided in all communication terminals P is also possible.

[0025] The workflow server 2 is a server equipped with a plan database that stores past plans, each of which contains information such as the details of the system's outsourcing and the parties to which estimates for the outsourcing are requested. In other words, the server stores plans created in the past. As shown in Figure 2, the plans contain necessary information for plans, such as the person who made the plan and the planner's department and position, the details of the plan and decision, the necessity of the outsourcing, the implementation period, and budget information. The budget information also contains information such as the amount notified for a specified period (total budget), the amount already spent (amount spent in the past), and the current budget amount (amount spent this time).

[0026] In addition, such proposals are stored for each hierarchy (WBS element, key item) that indicates the outsourcing content of the system. For example, the outsourcing content is structured as "something (second WBS element) related to something (first WBS element) of something (system name) system," and the first WBS element contains the development, redevelopment, improvement, etc., of the system. The second WBS element corresponds to the actions to be performed (first-level actions), and the second WBS element corresponds to what to do with the actions of the first WBS element (second-level actions), such as outsourcing or replacement.

[0027] In this way, the outsourcing details are structured as follows: "System name" + "1st level action (1st WBS element)" + "2nd level action (2nd WBS element)." Each WBS element is predefined, and it is specified in advance what the 1st WBS element will be, what the 2nd WBS element will be, etc.

[0028] For example, for each first WBS element of a certain system, a previously created plan is stored. In other words, for each same first WBS element of the same system, one or more past plans are stored.

[0029] The workflow server 2 also stores the management department and responsible position (organizational information, decision-making authority information) for each system or each WBS element, and these management departments and responsible positions correspond to the departments and positions of the decision makers and planners in the proposal. In other words, in support task 41, which will be described later, by obtaining the management department and responsible position of the relevant system or WBS element from the workflow server 2, the departments and positions of the decision makers and planners in the proposal can be entered.

[0030] The business management server 3 is a server equipped with a cost information database that stores information (cost information) related to the costs of each system. Specifically, it is a server that stores cost information such as the budget amount and past usage amounts for each system, and stores cost information for each WBS element of each system. Here, a WBS (Work Breakdown Structure) element is generally a component in a work breakdown structure. In this embodiment, it is the first WBS element or second WBS element described above. For example, the budget amount and past usage amounts are stored for each first WBS element of a certain system. Specifically, for each improvement of a certain system, the notified amount (total budget amount), the amount already implemented (past usage amount), and the remaining budget amount for a specified period are stored.

[0031] The support server 4 is a computer server that supports the communication terminal P, i.e., the plan creator M, in creating a plan based on information stored in the workflow server 2 and the business management server 3, and as shown in Figure 3, it mainly comprises a support task (support means) 41, a learning task 42, a support learning model 43, a support performance database 44, and a central processing unit 45 that controls these.

[0032] The support task 41 is a task program that provides the communication terminal P, i.e., the plan creator M, with information necessary for creating a system-related proposal, and is started when the support server 4 is accessed by the communication terminal P and a command to start the support task 41 is input and sent. To start the support task 41, it is necessary to input and send keywords for creating a system-related proposal from the communication terminal P. These keywords include keywords related to the proposal to be created, including at least the name of the system for which the proposal is to be created, and may also include actions for the system, such as development, redevelopment, and improvement (the first WBS element described above).

[0033] As shown in Fig. 4, when a keyword is input (step S1), it is first determined whether or not the keyword contains WBS elements in addition to the system name (step S2). If the keyword contains WBS elements ("N" in step S2), the process proceeds to step S5, and if the keyword does not contain WBS elements ("Y" in step S2), candidate WBS elements are displayed on the communication terminal P (step S3). Here, the candidate WBS elements are the first WBS element related to the system name included in the keyword, and also the second WBS element. In this embodiment, it displays all the primary WBS elements, for example, development, redevelopment, improvement, etc.

[0034] Next, when a WBS element, i.e., the first WBS element, is selected and transmitted from communication terminal P (step S4), past plans related to the keyword are obtained from workflow server 2. That is, past plans related to the input system name and the first WBS element, for example, all plans related to the redevelopment of a certain system, are searched for and obtained from workflow server 2 and displayed on communication terminal P. Furthermore, information related to the system name of the keyword and the cost of the first WBS element, for example, cost information related to the redevelopment of a certain system, is searched for and obtained from business management server 3 and displayed on communication terminal P (step S5).

[0035] Here, as mentioned above, the cost information displayed includes the notified amount (total budget amount) for a specified period, the amount already spent (amount used in the past), the remaining budget amount, etc. In addition, the management department and responsible position of the relevant system and the relevant first WBS element are searched and acquired from the workflow server 2 and displayed on the communication terminal P.

[0036] Next, when the current implementation budget amount (amount used this time) is input and transmitted from the communication terminal P (step S6), the remaining budget amount is calculated (step S7). For example, the remaining budget amount is calculated based on the following formula and displayed on the communication terminal P. Remaining budget amount = Notification amount for the specified period - Amount already implemented - Current implementation budget amount Next, a draft plan is created based on the information entered in the acquired past plans and the acquired cost information, and is displayed on the communication terminal P. Here, the draft plan is a rough draft of the plan, which the plan creator M can add or correct as necessary to create the desired plan. This draft plan is created by entering the acquired information, etc., into a plan form (template) such as that shown in Figure 5.

[0037] Specifically, enter the following information: Based on the management department and responsible position obtained from the workflow server 2, the department and position of the person who made the decision on the proposal and the planner are entered in the proposal form. Fill in the information about the requestee for quotation in the proposal form based on the information about the requestee for quotation entered in the previous proposal that was obtained. Based on the acquired cost information, enter the notified amount and the amount already implemented for the specified period in the proposal form, as well as the current implementation budget amount entered in step S6 and the remaining budget amount (net) calculated in step S7. In addition, you may fill in the details of the proposal / decision, the need for outsourcing, accounting matters, etc. in the proposal form based on the information entered in the previous proposal you obtained.

[0038] The draft plan created in this way is then sent to the communication terminal P and displayed, and the plan creator M adds to and corrects the draft plan on the communication terminal P as necessary, thereby creating the desired draft plan.

[0039] In this way, in this embodiment, a proposal document is created in the support task 41, but it is also possible to simply display and provide the acquired information, etc. For example, past proposal documents may be displayed on the communication terminal P, and the acquired management department, responsible position, cost information, remaining budget amount calculated in step S7, etc. may also be displayed on the communication terminal P, and the proposal document creator M may create a proposal document using this information.

[0040] In this support task 41, when a keyword (which may include a WBS element) for creating a system-related proposal is input, the workflow server 2 and the business management server 3 output information on past proposals and system costs related to the keyword. To achieve this, a learning support model 43 is used, which is machine-learned based on past performance data. This learning support model 43 is created by a learning task 42.

[0041] That is, the learning task 42 uses past performance data recorded and accumulated in a support performance database 44 to create a support learning model 43 using a known machine learning algorithm such as a neural network. This support performance database 44 is a database in which performance data including past plans and cost information are recorded and accumulated based on keywords for creating system-related plans as input information by people with experience and expertise in plan creation and people knowledgeable and experienced in information search, etc., who search and acquire these from the workflow server 2 and the business management server 3. The past performance data includes data created based on actual keywords and past plans and cost information actually acquired by experienced people and experts, as well as data created through pre-training, etc.

[0042] As shown in Figure 6, this learning task 42 uses machine learning and deep learning with a neural network to create a neural network based on performance data recorded in a support performance database 44, with keywords for creating a system proposal as an input layer, past proposals and cost information as an output layer, and analysis processing from the input layer to the output layer as an intermediate layer.The learning task 42 then uses the performance data of the support learning model 43 as learning data to learn various parameters in the intermediate layer.In other words, the learning task 42 learns various parameters in the intermediate layer so that appropriate past proposals and cost information are output based on the keywords.

[0043] Furthermore, this support learning model 43 may be a learning model trained by machine learning based on past performance data so that when keywords for creating a system-related plan are input, it outputs past plans and cost information as described above, and also outputs the above-mentioned proposed plan. In this case, the support performance database 44 records and accumulates performance data including plans created by experienced and skilled plan creators based on information from the workflow server 2 and the business management server 3, based on keywords as input information. Furthermore, the learning task 42 learns various parameters in the intermediate layer so that an appropriate proposed plan is output based on the keywords.

[0044] As described above, according to this document creation support system 1, when a plan creator M inputs a keyword for creating a plan related to a system into a communication terminal P, past plans related to the keyword are acquired and output (provided to the plan creator M), and cost information for the system is acquired and output. This enables the plan creator M to easily create a plan based on the acquired and output past plans and cost information.

[0045] When you enter a WBS element as a keyword, past plans related to that WBS element are retrieved and output, and cost information for that WBS element is also retrieved and output. This makes it easy to create a plan for the WBS element you want based on the retrieved and output past plans and cost information.

[0046] Furthermore, when the current implementation budget amount is entered, the remaining budget amount is automatically calculated, making it possible to easily create a proposal that includes the current implementation budget amount and the remaining budget amount.

[0047] Furthermore, a draft plan is automatically created and output based on the information entered in the acquired past plans, the acquired cost information, etc. Therefore, the plan creator M can easily create the desired plan by adding or correcting this draft plan as needed.

[0048] Moreover, past plans, cost information, and even draft plans are output using the machine-learned support learning model 43, so it is possible to provide more appropriate past plans, cost information, and even draft plans to the plan creator M. As a result, it becomes possible to create plans more appropriately and easily.

[0049] Although the embodiments of the present invention have been described in detail above, the specific configuration is not limited to these embodiments, and the present invention also includes design changes that do not deviate from the gist of the present invention. For example, in the above embodiment, the workflow server 2, business management server 3, and support server 4 are each configured as separate servers, but some or all of them may be configured as a single server.

[0050] Furthermore, the above-described document creation support system 1 and support server 4 may be configured by installing the following document creation support program on a general-purpose computer.

[0051] That is, it is a document creation support program that causes a computer to function as a plan storage means (workflow server 2) that stores past plan documents in which information including the details of the outsourcing of the system and the party to which a quote for the outsourcing of the system is requested is entered, a cost information storage means (business management server 3) that stores information relating to the costs of each system, and a support means (support task 41) that, when a keyword for creating a plan document relating to a system is input, retrieves past plan documents related to the keyword from the plan storage means and retrieves information relating to the costs of the system from the cost information storage means, and the cost information storage means stores information relating to costs for each WBS element of each system, and the support means, when a WBS element is input as a keyword, The support means obtains past plans related to the WBS element from the plan storage means, and obtains information regarding the costs of the WBS element from the cost information storage means.The support means also stores the total budget amount and past amounts used as information regarding costs.When the current amount used is input, the support means calculates the remaining budget amount based on the total budget amount, past amounts used, and the current amount used.Furthermore, when a keyword is input, the support means uses a support learning model 43 that has been machine-learned based on past performance data so that information regarding past plans and system costs related to the keyword is output.In addition, the support means creates a draft plan based on the information entered in the obtained past plans and the obtained information regarding costs, etc. [Explanation of symbols]

[0052] 1. Document Creation Support System 2. Workflow server (plan storage means) 3. Business management server (expense information storage means) 4 Support Server 41 Support Tasks (Support Methods) 43 Assisted Learning Model 44 Support performance database M Proposal creator P communication terminal

Claims

1. a plan storage means for storing past plans in which information including the outsourcing details of the system and the parties to which estimates for the outsourcing are requested is entered; a cost information storage means for storing information relating to the costs of each system; a support means for, when a keyword for creating a system-related plan is input, retrieving past plans related to the keyword from the plan storage means and retrieving information on the cost of the system from the cost information storage means; A document creation support system comprising:

2. The cost information storage means stores cost information for each WBS element of each system, When a WBS element is input as the keyword, the support means retrieves a past plan related to the WBS element from the plan storage means, and retrieves information on the cost of the WBS element from the cost information storage means.

2. The document creation support system according to claim 1.

3. The cost information storage means stores a total budget amount and a past amount of usage as the cost information, When the current usage amount is input, the support means calculates the remaining budget amount based on the total budget amount, the past usage amount, and the current usage amount.

2. The document creation support system according to claim 1.

4. the support means creates a draft plan based on the information entered in the acquired past plan and the acquired information on costs; 2. The document creation support system according to claim 1.

5. the support means uses a support learning model that has been machine-learned based on past performance data so that, when the keyword is input, past proposals related to the keyword and information on the cost of the system are output; 2. The document creation support system according to claim 1.

6. Computer, a plan storage means for storing past plans in which information including the outsourcing details of the system and the parties to which estimates for the outsourcing are requested is entered; a cost information storage means for storing information relating to the costs of each system; a support means for, when a keyword for creating a system-related plan is input, retrieving past plans related to the keyword from the plan storage means and retrieving information relating to the cost of the system from the cost information storage means; A document creation support program characterized by functioning as:

7. The cost information storage means stores cost information for each WBS element of each system, When a WBS element is input as the keyword, the support means retrieves a past plan related to the WBS element from the plan storage means, and retrieves information on the cost of the WBS element from the cost information storage means.

7. The document creation support program according to claim 6.

8. The cost information storage means stores a total budget amount and a past amount of usage as the cost information, When the current usage amount is input, the support means calculates the remaining budget amount based on the total budget amount, the past usage amount, and the current usage amount.

7. The document creation support program according to claim 6.

9. the support means creates a draft plan based on the information entered in the acquired past plan and the acquired information on costs; 7. The document creation support program according to claim 6.

10. the support means uses a support learning model that has been machine-learned based on past performance data so that, when the keyword is input, past proposals related to the keyword and information on the cost of the system are output; 7. The document creation support program according to claim 6.

Images