Device and system for management

Abstract

To provide a device for management capable of grasping an achieved completion amount and marginal profit as a cost item to be included with a lapse of a period of time after a termination of negotiation.SOLUTION: A device for management, allowed to communicate with a core server to manage information about an order-received case for construction, comprises an acceptance section that accepts an input of a plurality of pieces of negotiation information indicative of details of a case under or completed of negotiation and an input of a degree of certainty to receive an order of a case on each of the plurality of pieces of negotiation information, an acquisition section that acquires a plurality of pieces of accountant information including an accountant specification of the order-received case from the core server, an operating section that arithmetically operates total values of presumed completion amounts and of presumed marginal profits on negotiation information satisfying a designated sort condition out of a plurality of pieces of negotiation information and total values of achieved completion amounts and of achieved marginal profits based on a plurality of pieces of accountant information satisfying the sort condition, and a display control section that allows an interface to display information arithmetically operated by the operating section.SELECTED DRAWING: Figure 2

Description

[Technical Field]

[0001] The present disclosure relates to a management device and a management system. [Background technology]

[0002] Patent Document 1 discloses a sales management support system, which can manage gross sales profits and the probability of closing a deal for each sales partner. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2003-345966 Summary of the Invention [Problem to be solved by the invention]

[0004] The management support system described in Patent Document 1 supports sales activities for products such as office equipment for which profits can be recorded at the time of sale. On the other hand, for products that are installed in conjunction with the construction of a building, profits based on the completion amount, etc., may not be recorded until a certain period of time has passed after the sale. For this reason, the management support system cannot grasp the expenses that are recorded after a period of time has passed after the sales negotiations are completed, or the time when such expenses will be recorded.

[0005] The present disclosure has been made to solve the above-mentioned problems. An object of the present disclosure is to provide a management device and a management system that can grasp the expense items that are recorded after a period of time has elapsed since the end of business negotiations. Alternatively, an object of the present disclosure is to provide a management device that can grasp the timing of recording of expense items that are recorded after a period of time has elapsed since the end of business negotiations. [Means for solving the problem]

[0006] The management device disclosed herein is a management device capable of communicating with a core server that manages information regarding contracted projects for which construction work is to be carried out, and includes a reception unit that receives input of multiple negotiation information indicating the contents of projects currently under negotiation or projects for which negotiations have been completed, and input of the probability of winning the project for each of the multiple negotiation information, an acquisition unit that acquires multiple accounting information including accounting specifications regarding contracted projects from the core server, a calculation unit that calculates the total estimated completion amount and the total estimated marginal profit for the negotiation information that meets specified sorting conditions among the multiple negotiation information, and calculates the total actual completion amount and the total actual marginal profit based on the multiple accounting information that meets the sorting conditions, and a display control unit that displays the information calculated by the calculation unit on an interface.

[0007] In addition, the management device disclosed herein is a management device capable of communicating with a core server that manages information regarding contracted projects for which construction work is to be carried out, and is equipped with a reception unit that accepts input of multiple negotiation information indicating the contents of projects currently under negotiation or projects for which negotiations have been completed, and input of the probability of winning the project for each of the multiple negotiation information, and a display control unit that displays the information on an interface, wherein each of the multiple negotiation information includes an expected time for completion of construction work related to the project, and the display control unit displays the expected time for completion of construction work and the probability of winning the project for each of the multiple negotiation information on the interface.

[0008] In addition, the management system according to the present disclosure includes a core server that manages information regarding contracted projects for which construction work is to be carried out, and a management device capable of communicating with the core server. The management device includes a reception unit that receives input of multiple negotiation information indicating the details of projects currently under negotiation or projects for which negotiations have been completed, and input of the probability of winning the project for each of the multiple negotiation information, an acquisition unit that acquires multiple accounting information including accounting specifications regarding contracted projects from the core server, a calculation unit that calculates the total estimated completion amount and the total estimated marginal profit for the negotiation information that meets specified sorting conditions among the multiple negotiation information, and calculates the total actual completion amount and the total actual marginal profit based on the multiple accounting information that meets the sorting conditions, and a display control unit that displays the information calculated by the calculation unit on an interface. [Effects of the Invention]

[0009] According to the present disclosure, a management device acquires negotiation information, including accounting specifications, from a core server. The management device calculates the total of the estimated completion amount, the total of the estimated marginal profit, the total of the actual completion amount, and the total of the actual marginal profit, and displays them on an interface. This allows users to grasp the actual completion amount and actual marginal profit, which are expense items that are recorded after a period has elapsed after the negotiation is completed.

[0010] Alternatively, according to the present disclosure, the management device displays on the interface the estimated time of completion of construction work and the probability of receiving the order for each of a plurality of pieces of business negotiation information, thereby enabling the user to grasp the estimated time of completion for the expense items that will be recorded after a period of time has elapsed after the business negotiation is completed. [Brief explanation of the drawings]

[0011] [Figure 1] 1 is a diagram showing a device configuration of a management system according to a first embodiment. [Figure 2] 1 is a functional block diagram of a management system according to a first embodiment. [Figure 3] FIG. 4 is a diagram showing an example of a screen displayed on a management UI of the management system according to the first embodiment. [Figure 4] FIG. 4 is a diagram showing an example of a screen displayed on a management UI of the management system according to the first embodiment. [Figure 5] FIG. 4 is a diagram showing an example of a screen displayed on a management UI of the management system according to the first embodiment. [Figure 6] FIG. 4 is a diagram showing an example of a screen displayed on a management UI of the management system according to the first embodiment. [Figure 7] FIG. 4 is a diagram showing an example of a screen displayed on a management UI of the management system according to the first embodiment. [Figure 8] 2 is a hardware configuration diagram of a management device in the management system according to the first embodiment. FIG. DETAILED DESCRIPTION OF THE INVENTION

[0012] The embodiments of the present disclosure will be described with reference to the accompanying drawings. In each drawing, the same or corresponding parts are designated by the same reference numerals. Duplicate descriptions of these parts will be appropriately simplified or omitted.

[0013] Embodiment 1 FIG. 1 is a diagram showing the device configuration of a management system according to the first embodiment.

[0014] As shown in FIG. 1, the management system 1 includes a core server 2 and a management device 3. The management system 1 further includes multiple terminals capable of communicating with the core server 2 or the management device 3. At least a portion of the management system 1 is owned by a sales company that sells buildings or equipment installed in buildings. For example, the equipment installed in buildings includes elevators, escalators, air conditioning equipment, access control devices, and the like. For example, the sales company manufactures the equipment and installs it in buildings, thereby providing a full range of services, including the entire process from the sale of the equipment to its operation in buildings. The work performed by the sales company may be carried out while the building is under construction, or may be carried out as renovation work on a building that has already been constructed.

[0015] The backbone server 2 is a server device that constitutes the sales company's backbone system. For example, the backbone server 2 is installed in building B1. The backbone server 2 is managed by the sales company's headquarters. The backbone server 2 can communicate with the adjustment terminal 4 and the accounting terminal 5.

[0016] For example, the adjustment terminal 4 is a terminal such as a computer owned by a department in a sales company that coordinates construction work. When an order for installation equipment requiring construction is received, the department that coordinates construction work registers construction order information, including a construction order for carrying out the construction work, in the core server 2 via the adjustment terminal 4. For example, the accounting terminal 5 is a terminal such as a computer owned by a department in charge of accounting work at a sales company. The department in charge of accounting work registers accounting information, including at least one of various expenses related to the construction work, various information for settlement, etc., as accounting specifications, in the core server 2 via the accounting terminal 5. Note that the construction order information and accounting information are not limited to this example and may be registered in the core server 2 from any terminal.

[0017] For example, the management device 3 is installed in a building B2 that is different from the building B1. For example, the management device 3 is managed by a branch office that belongs to a sales company and is separate from the headquarters. The management device 3 may also be a device that is independently managed by a sales department that belongs to the sales company. The management device 3 can communicate with the core server 2 via a network. For example, the management device 3 can communicate with a sales representative terminal 6, a manager terminal 7, a design department terminal 8, and a construction department terminal 9 via the network.

[0018] The sales representative terminal 6 is a terminal such as a computer carried by a sales representative belonging to a branch office. A sales representative is an employee who performs sales to sell installation equipment. The manager terminal 7 is a terminal such as a computer carried by a manager belonging to a branch office. The manager manages the sales performance of the sales representatives and the branch office, etc. The design department terminal 8 is carried by an employee in the department that performs the specific design when installing installation equipment in a building. The construction department terminal 9 is carried by an employee in the department that carries out the construction work of installing installation equipment in a building.

[0019] When a salesperson starts a project related to the sale of installation equipment, he / she registers negotiation information related to the project in the management device 3. At this time, the salesperson enters specific information into the negotiation information, such as the probability of closing the deal for the project, the order amount, the expected timing of the order, and the expected timing of the construction work, at the time when the probability becomes certain. The probability of closing is an index that indicates the possibility of the order for the project being confirmed, and is divided into multiple stages. In this way, the salesperson updates the negotiation information as the sales progresses. The management device 3 stores multiple pieces of negotiation information corresponding to projects currently under negotiation, as well as negotiation information for projects for which negotiations have been completed and orders have been placed.

[0020] When the sale of the installation equipment is decided, i.e., when the order for the installation equipment is confirmed, the salesperson sets the probability of the negotiation information to "confirmed" and creates an order confirmation notice. The order confirmation notice is a document containing information indicating the contents of the contract for which the order has been confirmed. The order confirmation notice includes information such as the amount of the order, the contents of the installation equipment, and the contents of the construction work. For example, the order confirmation notice is created by the management device 3 via the salesperson terminal 6. The order confirmation notice is sent to the department coordinating the construction work at the sales company.

[0021] When an order acceptance notice is received, the department coordinating the construction work creates construction order information for the construction work related to the order acceptance notice and registers the construction order information and the information in the order acceptance notice in the core server 2. The sales company carries out the installation work of the equipment based on the construction order information. The department in charge of accounting work updates the accounting information for the construction work stored in the core server 2 periodically, whenever expenses are incurred, when performing settlement processing, etc.

[0022] Generally, the accounting items unique to companies involved in the construction of buildings or construction work on buildings, such as sales companies, include the item "completion cost" or "completion amount." Specifically, settlement for construction work on buildings is made under the item "completion cost" when the work is completed. In the case of construction work on buildings, it can take anywhere from several months to several years from the time an order is confirmed until the work is completed. Furthermore, in projects where multiple accounting periods pass between the time an order is received and the time the work is completed and certain conditions are met, a portion of the completion cost must be recorded in installments for each accounting period. In this way, the timing at which the item "completion cost" appears on accounting documents is different from the time the order is received, and occurs after a considerable period of time has passed since the order was received. Furthermore, when and how much the completion cost is incurred varies depending on the project.

[0023] The manager periodically or when necessary uses the management device 3 from the manager terminal 7 to check information such as the status of sales orders, the order amount of a branch office for a certain accounting unit, the completed construction amount for a certain accounting unit resulting from projects ordered by a branch office, and the marginal profit for a certain accounting unit resulting from projects ordered by a branch office. Based on the checked information, the manager creates performance data and sales plans for the branch office. For example, the manager creates performance data and sales plans for the branch office monthly, quarterly, semiannually, or annually. For example, a sales representative uses the management device 3 from the sales representative terminal 6 to check the status of sales orders and create a sales plan. At this time, the management device 3 mainly stores only the business negotiation information registered from the sales representative terminal 6 or the manager terminal 7. Once a contract is completed, the business negotiation information is generally not updated, except for revisions. Therefore, when accessed from the sales representative terminal 6 or the manager terminal 7, the management device 3 obtains the latest information, such as order confirmation notice information, construction order information, and accounting information, from the core server 2 as needed. The management device 3 calculates numerical values ​​and the like that have been collected from the business negotiation information, the order information, the accounting information, and the like, and displays the calculated values ​​on the salesperson terminal 6 or the manager terminal 7.

[0024] Next, the function of the management system 1 will be described with reference to FIG. FIG. 2 is a functional block diagram of the management system according to the first embodiment.

[0025] As shown in Figure 2, the core server 2 has the following functions: decision DB 21, construction order DB 22, and accounting DB 23. The decision DB 21 is a database that stores decision information indicating order acceptance notices received by the department that coordinates the construction work. The construction order DB 22 is a database that stores construction order information created by the department that coordinates the construction work. The accounting DB 23 is a database that stores accounting information.

[0026] The order acceptance notice contains information about the project, such as the business ID, creation date, change date, recipient, issue category, order type, identification information for the building to be constructed, order department, customer identification information, actual order amount, contract or renewal date, contractual construction period, actual construction period, cost calculation rates, and overhead. Overhead expenses include the contractually agreed-upon material costs, subcontractor costs, direct construction costs, current costs, marginal profit, direct labor costs, direct labor hours, and construction costs. The contractual construction period is the period from date A to date B, which is the construction period agreed upon in the contract. Construction plans are typically drawn up to fit within this construction period. The actual construction period is the period from date C to date D, which is the construction period determined by the construction plan. Depending on the construction plan for the building to be constructed, changes to the contractual construction period, actual construction period, overhead, etc. may be necessary. In this case, a sales representative or other person will prepare an amended order acceptance notice. Marginal profit is a value calculated based on general calculations, such as the value obtained by subtracting various expenses from the amount of orders.

[0027] The construction order information includes at least one piece of information included in the order acceptance notice. In particular, the construction order information includes the actual construction period, i.e., the actual estimated completion date. For example, the construction order information may be changed by the sales company's construction coordination department.

[0028] The accounting information includes at least the actual overhead costs, the actual completed amount, and the date and time when the actual completed amount was recorded for the relevant project. For projects where the actual completed amount has not yet been recorded, the accounting information includes information that the actual completed amount is 0 and that there is no date and time when it was recorded. The actual overhead costs include material costs, labor costs, etc. that have already been recorded. For example, the accounting information is updated by the department in charge of accounting at a sales company.

[0029] In this example, the engineering order information and accounting information are linked by an identification code. The decision information and negotiation information are linked by a negotiation ID. On the other hand, there is no common identification information between the engineering order information and decision information. In other words, in this example, the negotiation information and decision information, and the engineering order information and accounting information are not linked to each other in the system. The identification codes used in the core server 2 are complex or unfamiliar codes that can identify cases across the entire headquarters. For this reason, sales representatives at branch offices can manage cases more efficiently if they do not use identification codes.

[0030] The management device 3 includes, as its functions, a negotiation database 31, a display control unit 32, a reception unit 33, an acquisition unit 34, a calculation unit 35, and a linking unit 36. The negotiation database 31 is a database that stores negotiation information.

[0031] For example, the negotiation information may include information about the target project, such as the project ID, project type, accounting classification, order acceptance time, expected time of order notification, probability, branch name, project title, contract type, expected order amount, expected completion cost, expected material cost, expected subcontracting cost, expected direct expenses, expected variable costs, expected direct labor costs, expected direct labor hours, expected marginal profit, expected manufacturing cost, expected net profit upon completion (net profit determined upon completion), expected time of completion of construction, expected time of sales when sales become billable, sales type, sales representative, client name, client or coordinator, and negotiation status. In addition to the "confirmed" level, the probability may be set to multiple levels depending on the likelihood of receiving the order. In some cases, a salesperson may create an order acceptance notice without using the management device 3 and send it to the sales company's construction coordination department. In such cases, the negotiation information for the project may not be up to date.

[0032] The display control unit 32 controls the display content of a management user interface (hereinafter also referred to as "management UI") provided by the management device 3. The management UI is an interface screen that can be viewed by the sales representative terminal 6 and the manager terminal 7 by accessing the management device 3.

[0033] The reception unit 33 receives input of various information such as negotiation information, decision information, etc. from the sales representative terminal 6, the manager terminal 7, the design department terminal 8, and the construction department terminal 9. In particular, the reception unit 33 receives input of information from each terminal via an input field included in the management UI. For example, the reception unit 33 receives input of sorting conditions via the management UI. Of various information such as negotiation information, information related to projects that meet the sorting conditions is displayed on the management UI.

[0034] The acquisition unit 34 acquires information from the core server 2. For example, the acquisition unit 34 acquires information from the core server 2 at the timing when the display control unit 32 displays the management UI on any terminal, when a specified screen is displayed on the management UI, when the reception unit 33 receives input of information, etc.

[0035] The calculation unit 35 performs calculations on numerical values ​​contained in at least one of the business negotiation information, decision information, order information, and accounting information. In particular, the calculation unit 35 calculates the sum of numerical values ​​of information related to projects that meet the sorting conditions, among various types of information such as business negotiation information. The numerical values ​​calculated by the calculation unit 35 are displayed by the display control unit 32 at a specified position on the management UI.

[0036] Several numerical values ​​can be calculated by the calculation unit 35. Furthermore, several pieces of information can be displayed on the management UI by the display control unit 32. Examples of such information will be described below.

[0037] As a first example, the calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit for projects related to one or more pieces of negotiation information that satisfy the sorting conditions specified via the management UI among the multiple pieces of negotiation information. In this case, the calculation unit 35 adds up the estimated completion amount and the estimated marginal profit included in the multiple pieces of negotiation information that satisfy the sorting conditions. In addition, the acquisition unit 34 acquires multiple pieces of accounting information from the accounting database 23. The calculation unit 35 calculates the total actual completion amount and the total actual marginal profit for projects related to one or more pieces of accounting information that satisfy the same sorting conditions as those for the negotiation information among the multiple pieces of accounting information. In this case, for example, the sorting conditions include a project with a certainty of "confirmed" and a specified period. Based on the negotiation information, the calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit that are scheduled to be recorded for the specified period. The calculation unit 35 calculates the total of the actual completed construction costs and the total of the actual marginal profits recorded for the specified period based on the accounting information. The display control unit 32 displays the values ​​calculated by the calculation unit 35 on the management UI.

[0038] For example, when creating a report summarizing the total value of completed construction costs and the total value of marginal profits for the next half year at a branch office, the manager references each total value calculated using these sorting conditions from the management UI. Negotiation information and accounting information are stored separately in the management device 3 and the core server 2, respectively, and are not linked to each other. The manager can easily find the values ​​calculated from these two pieces of information based on the sorting conditions using the management device 3.

[0039] In the second example, the sorting conditions specify a sorting range for multiple probability categories, including "confirmed." The sorting conditions also include a specified period. The calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit for projects related to one or more pieces of negotiation information that satisfy the specified sorting ranges excluding "confirmed" from the multiple pieces of negotiation information. The acquisition unit 34 also acquires multiple pieces of accounting information from the accounting database 23. The calculation unit 35 calculates the total actual completion amount and the total actual marginal profit for projects related to one or more pieces of accounting information that satisfy the same sorting conditions as those for the negotiation information. The calculation unit 35 calculates the total completion amount including the estimated value and the actual value by adding the total estimated completion amount and the total actual completion amount calculated in this way. The calculation unit 35 calculates the total completion amount including the estimated value and the actual value by adding the total estimated marginal profit and the total actual marginal profit calculated in this way. The display control unit 32 displays the values ​​calculated by the calculation unit 35 on the management UI. For example, the manager can refer to the total value of the combined business negotiation information and accounting information. When making a plan, the manager can specify a sorting range that provides an acceptable degree of accuracy.

[0040] In a third example, the display control unit 32 displays, in the management UI, the estimated completion date of the construction work and the probability of receiving the order for each of the multiple pieces of negotiation information. For example, the sorting conditions may include multiple sorting ranges related to the probability and a specified period. In this case, the display control unit 32 displays, in the management UI, one or more pieces of negotiation information whose probability is included in the specified sorting range and whose estimated completion date is included in the specified period.

[0041] In the third example, the acquisition unit 34 may acquire multiple pieces of construction life information from the construction life DB 22. The display control unit 32 may also display, in addition to multiple pieces of negotiation information, the planned completion dates of projects included in one or more pieces of construction life information that are included in the specified period of the sorting conditions on the management UI. In this case, the expected completion dates of projects under negotiation and the planned completion dates of projects for which negotiations have been finalized are displayed together. The expected completion dates are updated more frequently for the dates included in the construction life information than for the negotiation information. The manager can easily know the most likely planned completion date. The display control unit 32 may also display only the planned completion date based on the construction life information on the management UI. For example, the manager formulates a sales plan based on the management UI. The sales plan is formulated for each specified period. The specified period may be any period, such as monthly, quarterly, semi-annually, or annually, as needed for the sales plan.

[0042] In the fourth example, the probability of "confirmation" is specified as the sorting condition. The sorting condition also includes a specified period. The acquisition unit 34 acquires multiple pieces of decision information from the decision DB 21. The calculation unit 35 calculates the total order amount included in the negotiation information for the cases for which orders have been confirmed among the multiple pieces of negotiation information for the specified period. The calculation unit 35 calculates the total order amount included in the multiple pieces of decision information for the specified period. The display control unit 32 displays the total order amount calculated from the negotiation information and the total order amount calculated from the decision information on the management UI. The total order amount calculated from the decision information means the total amount billed to the customer. In other words, the display control unit 32 displays the total order amount calculated from the negotiation information for the specified period and the total amount billed for the decision information for the specified period on the management UI.

[0043] A salesperson may send an order confirmation notice to headquarters without entering negotiation information into the management device 3 or updating the negotiation information to the latest one. The administrator can determine whether the management device 3 contains all of the latest negotiation information by comparing the total order amount calculated from the negotiation information with the total order amount calculated from the acceptance information. If the two totals do not match, it is possible that one of the negotiation information stored in the negotiation DB 31 does not have the latest amount, or that there is a case for which an order confirmation notice has been sent but has not been registered in the negotiation information. For example, if the administrator finds that the two totals do not match, he or she can alert the salesperson to enter all of the negotiation information.

[0044] In a fifth example, the display control unit 32 displays, for multiple pieces of negotiation information, the estimated order date for the construction work and the probability of receiving the order together in the management UI. For example, the sorting conditions may include a sorting range related to the probability and a specified period. In this case, the display control unit 32 displays, in the management UI, one or more pieces of negotiation information whose probability is included in the specified sorting range and whose order date is included in the specified period. The display control unit 32 may also display, in the management UI, the estimated order amount. For example, the manager formulates a sales plan based on the management UI.

[0045] The linking unit 36 ​​receives input of linking information corresponding to certain negotiation information via the management UI. The linking unit 36 ​​includes the linking information in the corresponding negotiation information. The linking information is information provided by the construction department and the design department.

[0046] The design department checks the details of the project corresponding to the negotiation information via the design department terminal 8 and inputs the estimated design cost and design period for the project into the linked screen of the management UI. The construction department checks the details of the project corresponding to the negotiation information via the construction department terminal 9 and inputs the estimated construction cost and construction period for the project into the linked screen of the management UI. At this time, the construction department may refer to the estimate content of the design department input into the management UI. In other words, the estimate content input by the design department may be displayed on the construction department terminal 9. Furthermore, the estimate content input by the construction department may be displayed on the design department terminal 8.

[0047] The linking unit 36 ​​displays a total estimated amount, which is a combination of the input design cost estimate and construction cost estimate, on the linking screen of the management UI. The linking unit 36 ​​displays a total estimated period, which is a combination of the input design period estimate and construction period estimate, on the linking screen of the management UI. The total estimated amount and total estimated period are the overall estimated amount and overall estimated period of the construction, respectively. The construction salesperson can conduct business negotiations based on the contents of the estimate on the linking screen.

[0048] Next, examples of screens displayed on the management UI will be described with reference to FIGS. 3 to 7 are diagrams showing examples of screens displayed on the management UI of the management system according to the first embodiment.

[0049] 3 shows a screen for inputting new negotiation information. The reception unit 33 receives input of various information related to the negotiation information. The reception unit 33 may receive input of the negotiation ID of the negotiation information stored in the negotiation DB 31 using the "quoter negotiation ID." In this case, each item listed in the input negotiation ID is entered into the fields on the screen for inputting new negotiation information.

[0050] In addition, the calculation unit 35 calculates values ​​such as direct expenses, marginal profit, and net profit upon completion from the values ​​entered on the screen for entering new business negotiation information. Variable expenses are the sum of material costs, subcontracting costs, and direct expenses. Marginal profit is the difference obtained by subtracting variable expenses from the order amount. Total profit upon completion is the difference obtained by subtracting manufacturing costs from the order amount. These values ​​do not need to be entered into the management UI.

[0051] Figures 4 and 5 show a screen displaying a list of multiple negotiation information items that meet the sorting conditions. Column F1 on the screen displays one negotiation information item per row. The columns indicate the items of each negotiation information item. Column F2 is an entry field for accepting input of sorting conditions. Column F3 is an area surrounded by a dashed line, and is a column where values ​​calculated by the calculation unit 35 are displayed side by side. Specifically, column F3 displays the total completion amount, total marginal profit, etc. of the negotiation information items that meet the sorting conditions.

[0052] Each of the tabs F4 to F10 is used to switch between display screens. When a tab is selected, information corresponding to that tab and that meets the sorting criteria is displayed. For example, each of the tabs F4 to F9 displays information corresponding to columns F1 to F3. In the management UI, the information corresponding to each tab can be viewed by switching between tabs.

[0053] Tab F4, which indicates "general negotiation cases (orders)," displays general negotiation information. Figures 4 and 5 are the screens displayed by tab F4. Tab F5, which indicates "components (orders and sales)," displays negotiation information cases that indicate components among contract types. Components are sales products that do not involve construction. Tab F6, which indicates "general negotiation cases (sales)," displays sales items among negotiation information with priority.

[0054] In the tab F7 indicating "Accounting," accounting information is displayed. In the tab F8 indicating "Accounting," acceptance information is displayed. In the tab F9 indicating "Construction Order," construction order information is displayed. As an example, a value calculated by the calculation unit 35 based on the accounting information is displayed in the field F3 of the "Accounting" tab F7. Note that the value calculated by the calculation unit 35 based on the accounting information may be displayed alongside the field F3 in the tab F4 of "General Negotiation Case (Order)."

[0055] Tab F10 indicating "Order Confirmation Notice" displays a screen for creating a new order confirmation notice.

[0056] In field F1, for each piece of negotiation information, "J" indicating "confirmed" is entered as the degree of certainty. For example, five levels of letters from A to E may be entered as a range of non-confirmed certainty. For example, one or more letters indicating the degree of certainty may be entered as a sorting range.

[0057] For example, in tab F4, for multiple negotiation information items whose forecasted time includes the specified period, the estimated time of completion and the probability are displayed together in column F1. For example, in tab F9, ​​the scheduled time of completion included in the construction order information is displayed in column F1. Although not shown, the information in tab F4 and the information in tab F9 may be displayed on a single screen.

[0058] The "Accept" button F11 shown in Figure 5 cannot be selected when a character other than "J" is entered in the accuracy. The "Accept" button F11 becomes active and selectable when "J" is entered in the accuracy.

[0059] When the tab F10 is selected, or when the "Accept" button F11 is selected, the screen transitions to a screen for creating an order acceptance notification (not shown). When the screen transitions to the order acceptance notification creation screen, the acquisition unit 34 acquires information necessary for inputting accounting specifications such as cost information and rates from the core server 2. The order acceptance notification creation screen has input fields for various information necessary for acceptance information.

[0060] When the "Accept" button F11 is selected to transition to the screen for creating an order confirmation notice, the corresponding information included in the negotiation information corresponding to the "Accept" button F11 is already entered in the input fields for various information required for the acceptance information. After that, when the "Complete" button is selected on the order confirmation notice creation screen, the order confirmation notice may be sent to the core server 2 via a specified approval route. Alternatively, when the "Complete" button is selected on the order confirmation notice creation screen, the input order confirmation notice information that can be printed may be created.

[0061] Figure 6 is the screen that is displayed when the "Annual Forecast" tab is selected, and shows a list of multiple pieces of business negotiation information that meet the sorting conditions and pieces of accounting information that are associated with each other.

[0062] In the check box F13, the probability of receiving an order is specified as one of the sorting conditions. In this example, "Order" is checked, which displays a list based on business negotiation information. Also, a check is entered to specify whether the sorting condition is "Probability A" or "Probability B."

[0063] Column F14 displays the items related to "order amount," "material cost," "subcontract cost," and "direct expenses" from the negotiation information for each project. Column F15 displays the items related to "order amount," "material cost," "subcontract cost," and "direct expenses" from the accounting information for each project. Column F16 calculates and displays the total value of each sorted expense item. Although not shown, marginal profit is also calculated in a similar manner and displayed on the screen. That is, the screen in Figure 6 displays the expected order amount, actual completion amount, expected marginal profit, and actual marginal profit for each project.

[0064] If "Completed" is checked instead of "Order" in option F12 on this screen, a list of construction orders that meet the sorting criteria will be displayed in the same way, with part of the accounting information associated with it. In this case, the "Order / Completed Amount" column will display "Completed Amount" instead of "Order Amount."

[0065] FIG. 7 is a screen displayed by the "Annual Total" tab, which displays a portion of the business negotiation information and a portion of the accounting information that meet the sorting conditions, compared with the set budget value.

[0066] Each row shows the total "Orders Amount" for the half year, the total "Completion Amount," and the total "Marginal Profit" for each branch. For example, this screen shows the "Orders Amount" for "Branch A" for the "First Half" of fiscal year "2023." Of these, the column corresponding to field F17 has a budget value pre-entered. For example, the "First Half" column of the "Annual Total" contains the budget value set for the first half of the 2023 annual plan for each branch.

[0067] Columns F18 and F19 contain the totals for each branch calculated from the negotiation information or accounting information. Here, "Order Amount" in column F18 refers to the total of the forecast order amount in the negotiation information for a certain branch when the sorting criteria is the first half of the year. Similarly, "Completion Amount" refers to the total of the actual completion amount in the accounting information for a certain branch when the sorting criteria is the first half of the year. Similarly, "Marginal Profit" refers to the total of the actual marginal profit in the accounting information for a certain branch when the sorting criteria is the first half of the year.

[0068] In this way, this screen displays the actual figures for each branch along with the budget figures. Managers can use this screen to create reports and plans for the next period while comparing the figures with the annual plan.

[0069] According to the first embodiment described above, the management system 1 includes a core server 2 and a management device 3. The management device 3 includes a reception unit 33, an acquisition unit 34, a calculation unit 35, and a display control unit 32. The acquisition unit 34 acquires accounting information related to orders received from the core server 2. The calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit based on the sorting conditions and multiple pieces of business negotiation information. The calculation unit 35 also calculates the total actual completion amount and the total actual marginal profit based on the sorting conditions and accounting information related to the orders received. The display control unit 32 displays the calculated values. This allows the manager to easily grasp the total estimated completion amount and the total marginal profit, i.e., the expense items that will be recorded after a period has elapsed after the business negotiations are completed, along with the total estimated completion amount and the total marginal profit.

[0070] The sorting conditions also include a sorting range related to the degree of certainty. The calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit for the negotiation information included in the sorting range. This allows the manager to easily grasp the estimated expense items according to the degree of certainty of winning the project. The manager can use this information to plan branch offices, etc.

[0071] The sorting conditions also include a sorting range that includes whether the project is "confirmed" and a specified period. The calculation unit 35 identifies negotiation information for the specified period that corresponds to the degree of certainty within the sorting range excluding "confirmed," and calculates the total value of the predicted completion amount and the total value of the predicted marginal profit based on the negotiation information. The calculation unit 35 calculates the total value of the actual completion amount and the total value of the actual marginal profit for the specified period. The calculation unit 35 calculates the sum of these total values. In addition to the actual value, the manager can know the total value of the completion amount and the total value of the marginal profit that include the predicted completion amount and marginal profit according to the degree of certainty, and the total value of the marginal profit.

[0072] The negotiation information also includes the estimated time of completion of the construction work. The display control unit 32 displays the estimated time of completion of the construction work and the probability of receiving the order for each of the multiple pieces of negotiation information on the management UI. This allows the manager to confirm the estimated time of completion along with its probability, i.e., to understand when the expenses that will be recorded after a period of time has passed since the negotiation ended will be recorded. As a result, the manager can create a sales plan, etc., based on this information. The management device 3 may be configured to include at least the display control unit 32 and the reception unit 33. Even in this case, it is possible to understand when the expenses that will be recorded after a period of time has passed since the negotiation ended will be recorded.

[0073] The acquisition unit 34 also acquires construction order information. The display control unit 32 displays the predicted completion dates of the construction for multiple pieces of negotiation information and the scheduled completion dates included in the construction order information on the management UI. This allows the manager to create a sales plan or performance forecast based on the predicted completion dates of the construction and the currently confirmed scheduled completion dates.

[0074] The acquisition unit 34 also acquires the acceptance information from the core server 2. The calculation unit 35 calculates the total order amount included in the negotiation information of the cases for which orders have been confirmed among the multiple negotiation information during the specified period of the sorting conditions, and the total invoice amount of the acceptance information during the specified period. These two total values ​​are displayed on the management UI by the display control unit 32. Among the cases included in the acceptance information, there may be cases that have not been registered as negotiation information in the management device 3 or cases that have not been updated. By comparing the two total values, the administrator can confirm whether the negotiation information has been registered in its latest state and without any omissions.

[0075] In the fourth example, if the total order amount calculated from the negotiation information and the total invoice amount calculated from the settlement information do not match, the display control unit 32 may display an alert to that effect on the management UI. In this case, the administrator can easily know that the two totals do not match.

[0076] The management device 3 also includes a linking unit 36. The management UI displays the overall estimated period of the construction work calculated by the linking unit 36. This allows salespeople to easily know the overall estimated period without having to manually obtain and add up information from the design department and construction department. Furthermore, for example, the construction department can input an estimate based on the estimate from the design department without going through a salesperson. As a result, the amount of work required for the overall estimate can be reduced.

[0077] Next, an example of hardware constituting the management device 3 will be described with reference to FIG. FIG. 8 is a hardware configuration diagram of a management device in the management system according to the first embodiment.

[0078] Each function of the management device 3 may be realized by a processing circuit. For example, the processing circuit includes at least one processor 100a and at least one memory 100b. For example, the processing circuit includes at least one dedicated hardware 200.

[0079] When the processing circuit includes at least one processor 100a and at least one memory 100b, each function of the management device 3 is realized by software, firmware, or a combination of software and firmware. At least one of the software and firmware is written as a program. At least one of the software and firmware is stored in at least one memory 100b. The at least one processor 100a realizes each function of the management device 3 by reading and executing the program stored in the at least one memory 100b.

[0080] When the processing circuit includes at least one dedicated hardware 200, the processing circuit is realized, for example, by a single circuit, a composite circuit, a programmed processor, a parallel programmed processor, an ASIC, an FPGA, or a combination thereof. For example, each function of the management device 3 is realized by a processing circuit. For example, each function of the management device 3 is realized collectively by a processing circuit.

[0081] Some of the functions of the management device 3 may be implemented by dedicated hardware 200, and the remaining functions may be implemented by software or firmware. For example, the function of the display control unit 32 may be implemented by a processing circuit as dedicated hardware 200, and functions other than the function of the display control unit 32 may be implemented by at least one processor 100a reading and executing a program stored in at least one memory 100b.

[0082] In this way, the processing circuitry realizes the functions of the management device 3 using hardware 200, software, firmware, or a combination of these.

[0083] Although not shown in the figure, each function of the core server 2, adjustment terminal 4, accounting terminal 5, sales representative terminal 6, manager terminal 7, design department terminal 8, and construction department terminal 9 is also realized by processing circuits equivalent to the processing circuits that realize each function of the management device 3.

[0084] To summarize the above explanation, possible configurations of the technology according to the present disclosure include the configurations listed below as appendices. (Appendix 1) A management device capable of communicating with a backbone server that manages information about an order-received project for which construction work is to be carried out, a reception unit that receives input of a plurality of pieces of negotiation information indicating the contents of cases under negotiation or cases for which negotiation has been completed, and input of a probability of winning the case for each of the plurality of pieces of negotiation information; an acquisition unit that acquires a plurality of pieces of accounting information including accounting specifications related to the order-received project from the backbone server; a calculation unit that calculates the total of the estimated completion amount and the total of the estimated marginal profit for the negotiation information that satisfies a specified sorting condition among the plurality of negotiation information, and calculates the total of the actual completion amount and the total of the actual marginal profit based on the plurality of accounting information that satisfies the sorting condition; a display control unit that displays the information calculated by the calculation unit on an interface; A management device comprising: (Appendix 2) The sorting conditions include a sorting range for the probability of receiving the job, The management device described in Appendix 1, wherein the calculation unit calculates the total value of the estimated completion amount and the total value of the estimated marginal profit for the negotiation information included in the sorting range among the multiple negotiation information. (Appendix 3) The sorting conditions include a sorting range and a specified period, which includes the probability of receiving the job being confirmed as an order, and The calculation unit Calculating the total of the estimated completion amount and the total of the estimated marginal profit for the business negotiation information included in the specified period and included in the sorting range excluding the business negotiation information for which the probability has been determined, among the plurality of business negotiation information; calculating a total value of the actual completed construction costs and a total value of the actual marginal profits for the specified period based on accounting information included in the specified period among the plurality of accounting information; A management device as described in Appendix 1, which calculates the sum of the total predicted completion amount and the total actual completion amount for the specified period, and the sum of the total predicted marginal profit and the total actual marginal profit for the specified period. (Appendix 4) Each of the plurality of pieces of business negotiation information includes an expected time for completion of construction work related to the project; The management device according to any one of appendices 1 to 3, wherein the display control unit displays on the interface the predicted completion date of the construction work and the probability of receiving the order for the multiple pieces of negotiation information. (Appendix 5) The acquisition unit acquires construction order information including a scheduled completion date of an order-received project from the backbone server, The management device according to claim 4, wherein the display control unit displays on the interface the predicted completion date of the construction work for the plurality of negotiation information and the scheduled completion date included in the construction order information. (Appendix 6) The acquisition unit acquires, from the backbone server, decision information including an amount to be invoiced to a customer for an order-received project, The sorting conditions include a specified period and a confirmed order. The management device described in any one of Appendix 1 to Appendix 5, wherein the calculation unit calculates the total order amount included in the negotiation information of the cases for which orders have been confirmed among the multiple negotiation information during the specified period, and the total invoice amount of the acceptance information during the specified period. (Appendix 7) a linking unit that calculates and displays an overall estimated period for the construction work by combining the estimated period for the design input from the design department and the estimated period for the construction work input from the construction department for one of the plurality of pieces of business negotiation information; 7. The management device according to any one of Supplementary Note 1 to Supplementary Note 6, further comprising: (Appendix 8) A management device capable of communicating with a backbone server that manages information about an order-received project for which construction work is to be carried out, a reception unit that receives input of a plurality of pieces of negotiation information indicating the contents of cases under negotiation or cases for which negotiation has been completed, and input of a probability of winning the case for each of the plurality of pieces of negotiation information; a display control unit that displays information on an interface; Equipped with Each of the plurality of pieces of business negotiation information includes an expected time for completion of construction work related to the project; The display control unit is a management device that displays on the interface the predicted completion date of the construction work and the probability of receiving the order for the multiple pieces of negotiation information. (Appendix 9) A core server that manages information about orders placed for construction work; a management device capable of communicating with the backbone server; Equipped with The management device a reception unit that receives input of a plurality of pieces of negotiation information indicating the contents of cases under negotiation or cases for which negotiation has been completed, and input of a probability of winning the case for each of the plurality of pieces of negotiation information; an acquisition unit that acquires a plurality of pieces of accounting information including accounting specifications related to the order-received project from the backbone server; a calculation unit that calculates the total of the estimated completion amount and the total of the estimated marginal profit for the negotiation information that satisfies a specified sorting condition among the plurality of negotiation information, and calculates the total of the actual completion amount and the total of the actual marginal profit based on the plurality of accounting information that satisfies the sorting condition; a display control unit that displays the information calculated by the calculation unit on an interface; A management system with [Explanation of symbols]

[0085] 1 management system, 2 core server, 3 management device, 4 adjustment terminal, 5 accounting terminal, 6 sales representative terminal, 7 administrator terminal, 8 design department terminal, 9 construction department terminal, 21 acceptance DB, 22 construction life DB, 23 accounting DB, 31 business negotiation DB, 32 display control unit, 33 reception unit, 34 acquisition unit, 35 calculation unit, 36 collaboration unit, 100a processor, 100b memory, 200 hardware, B1, B2 building

Claims

1. A management device capable of communicating with a backbone server that manages information about an order-received project for which construction work is to be carried out, a reception unit that receives input of a plurality of pieces of negotiation information indicating the contents of cases under negotiation or cases for which negotiation has been completed, and input of a probability of winning the case for each of the plurality of pieces of negotiation information; an acquisition unit that acquires a plurality of pieces of accounting information including accounting specifications related to the order-received project from the backbone server; a calculation unit that calculates the total of the estimated completion amount and the total of the estimated marginal profit for the negotiation information that satisfies a specified sorting condition among the plurality of negotiation information, and calculates the total of the actual completion amount and the total of the actual marginal profit based on the plurality of accounting information that satisfies the sorting condition; a display control unit that displays the information calculated by the calculation unit on an interface; A management device comprising:

2. The sorting conditions include a sorting range for the probability of receiving the job, The management device according to claim 1 , wherein the calculation unit calculates the total of the estimated completion costs and the total of the estimated marginal profits for the negotiation information included in the sort range among the plurality of negotiation information.

3. The sorting conditions include a sorting range and a specified period, which includes the probability of receiving the job being confirmed as an order, and The calculation unit Calculating the total of the estimated completion amount and the total of the estimated marginal profit for the business negotiation information included in the specified period and included in the sorting range excluding the business negotiation information for which the probability has been determined, among the plurality of business negotiation information; calculating a total value of the actual completed construction costs and a total value of the actual marginal profits for the specified period based on accounting information included in the specified period among the plurality of accounting information; The management device according to claim 1, wherein the sum of the total estimated completion amount and the total actual completion amount for the specified period and the sum of the total estimated marginal profit and the total actual marginal profit for the specified period are calculated.

4. Each of the plurality of pieces of business negotiation information includes an expected time for completion of construction work related to the project; The management device according to claim 1 , wherein the display control unit causes the interface to display, for the plurality of pieces of negotiation information, the predicted time of completion of the construction work and the probability of receiving the order.

5. The acquisition unit acquires construction order information including a scheduled completion date of an order-received project from the backbone server, The management device according to claim 4 , wherein the display control unit causes the interface to display the predicted completion dates of the construction works for the plurality of pieces of negotiation information and the scheduled completion dates included in the construction order information.

6. The acquisition unit acquires, from the backbone server, decision information including an amount to be invoiced to a customer for an order-received project, The sorting conditions include a specified period and a confirmed order. The management device described in any one of claims 1 to 3, wherein the calculation unit calculates the total order amount included in the negotiation information of the cases for which orders have been confirmed among the multiple negotiation information during the specified period, and the total invoice amount of the acceptance information during the specified period.

7. a linking unit that calculates and displays an overall estimated period for the construction work by combining the estimated period for the design input from the design department and the estimated period for the construction work input from the construction department for one of the plurality of pieces of business negotiation information; The management device according to claim 1 , further comprising:

8. A management device capable of communicating with a backbone server that manages information about an order-received project for which construction work is to be carried out, a reception unit that receives input of a plurality of pieces of negotiation information indicating the contents of cases under negotiation or cases for which negotiation has been completed, and input of a probability of winning the case for each of the plurality of pieces of negotiation information; a display control unit that displays information on an interface; Equipped with Each of the plurality of pieces of business negotiation information includes an expected time for completion of construction work related to the project; The display control unit is a management device that displays on the interface the predicted completion date of the construction work and the probability of receiving the order for the multiple pieces of negotiation information.

9. A core server that manages information about orders placed for construction work; a management device capable of communicating with the backbone server; Equipped with The management device a reception unit that receives input of a plurality of pieces of negotiation information indicating the contents of cases under negotiation or cases for which negotiation has been completed, and input of a probability of winning the case for each of the plurality of pieces of negotiation information; an acquisition unit that acquires a plurality of pieces of accounting information including accounting specifications related to the order-received project from the backbone server; a calculation unit that calculates the total of the estimated completion amount and the total of the estimated marginal profit for the negotiation information that satisfies a specified sorting condition among the plurality of negotiation information, and calculates the total of the actual completion amount and the total of the actual marginal profit based on the plurality of accounting information that satisfies the sorting condition; a display control unit that displays the information calculated by the calculation unit on an interface; A management system with

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