Support apparatus for back office work

Abstract

To support a user so that the user can select necessary back office work and appropriately operate it regardless of the degree of accumulation of knowledge related to the back office work.SOLUTION: A back office work support device 1 according to the present invention includes a target attribute acquisition unit 114 configured to acquire a target attribute which is an attribute of a target company, and a work proposal unit 115 configured to propose a back office work to the target company based on a plurality of pieces of work information managed by a work information management unit 111 and the target attribute, in which the work information management unit 111 is configured to manage work information related to the attribute of the company including a scale of the company and manage work information related to the attribute of the company including a settlement month of the company. The target attribute acquisition unit 114 is configured to acquire a target attribute of the company including the size of the company and acquire a target attribute of the company including the closing month of the company, and the task proposal unit 115 proposes a back-office task associated with an attribute matching the target attribute in the task information.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to a support device for back office operations. [Background technology]

[0002] Back office operations, such as accounting and general affairs, are necessary regardless of the size of the company. However, back office operations can easily become complicated. Furthermore, back office operations often depend on individual personnel, making it difficult to adapt to changes in scale and phase. Therefore, in order to strengthen organizational capabilities and achieve sustainable corporate growth, it is necessary to optimally operate back office operations in accordance with the size and phase of the company. As a result, efforts have been made to develop technologies that support the optimization of back office operations.

[0003] With regard to technologies for supporting operational optimization of back-office operations in conventional services and conventional technologies, Patent Document 1 discloses an information processing system for supporting a user's back-office operations, comprising a control unit, the control unit being configured to execute the following steps: in a first display control step, a template related to the back-office operations is displayed so that the user can view it, and the template is configured to allow the user to input business-related data; in a first reception step, a task generation request based on the contents of the template is received from the user; and in a generation step, tasks related to the back-office operations are generated based on the task generation request, and at least some of the tasks are configured to be able to be ordered from registered suppliers.

[0004] The technology described in Patent Document 1 can provide an information processing system that makes it easier for users to improve the efficiency of back-office operations. [Prior art documents] [Patent documents]

[0005] [Patent Document 1] Japanese Patent Application Laid-Open No. 2024-10334 Summary of the Invention [Problem to be solved by the invention]

[0006] The specific content of back-office operations required by a company varies depending on the company's attributes (e.g., size, fiscal year end, etc.). Therefore, users who are still accumulating knowledge about back-office operations may find it difficult to select and appropriately operate the operations required for their company from the many operations corresponding to the attributes of various companies. The technology described in Patent Document 1 has room for further improvement in that it supports users in overseeing back-office operations as a whole, selecting the necessary back-office operations, and appropriately operating them, regardless of the level of accumulated knowledge about back-office operations.

[0007] An object of the present invention is to support a user in selecting and appropriately operating a necessary back-office operation, regardless of the level of knowledge about the back-office operation that the user has accumulated. [Means for solving the problem]

[0008] As a result of intensive research into solving the above problems, the inventors have found that the above object can be achieved by proposing back office operations based on the attributes of each company, and have thus completed the present invention.

[0009] One aspect of the present invention provides a back office business support device comprising: a business information management unit that manages business information that associates company attributes with back office business operations performed by the company; a target attribute acquisition unit that acquires target attributes that are attributes of a target company; and a business proposal unit that proposes back office business operations to the target company based on multiple business information managed in the business information management unit and the target attributes, wherein the business information management unit is configured to manage business information related to company attributes including company size and business information related to company attributes including the company's fiscal month, the target attribute acquisition unit is configured to acquire company target attributes including company size and target attributes including the company's fiscal month, and the business proposal unit proposes the back office business operations that are associated with the attributes in the business information that match the target attributes.

[0010] This aspect of the present invention allows the business proposal unit to propose back office business that matches attributes such as company size and fiscal year end month based on the attributes of the target company acquired by the target attribute acquisition unit and the business information managed by the business information management unit.

[0011] As a result, the present invention contributes to supporting users in selecting and appropriately operating the necessary back office operations, regardless of the level of knowledge they have accumulated regarding back office operations, by proposing back office operations based on the attributes of the company.

[0012] In addition, the present invention can take various forms, such as proposing back-office tasks to be assigned to in-house personnel based on their contribution levels, proposing in-house or external personnel to handle back-office tasks based on their contribution levels, providing management advice (presenting financial indicators, proposing subsidies, etc.) based on financial conditions, inspecting documents related to back-office tasks, automatically generating documents related to back-office tasks, etc. Each of these various forms, with its own unique configuration, contributes to supporting the user in selecting and appropriately operating the necessary back-office tasks, regardless of the user's level of accumulated knowledge regarding back-office tasks. [Effects of the Invention]

[0013] As described above, the present invention can support a user in selecting and appropriately operating the necessary back-office operations, regardless of the level of knowledge about the back-office operations that the user has accumulated. [Brief explanation of the drawings]

[0014] [Figure 1] FIG. 1 is a block diagram showing an example of the hardware and software configuration of a system S according to this embodiment. [Figure 2] FIG. 2 is an example of the business information database 131. [Figure 3] FIG. 3 is an example of the human resources information database 132. [Figure 4] FIG. 4 is an example of the advice information database 133. [Figure 5] FIG. 5 is a main flowchart showing an example of a preferred flow of the support process. [Figure 6] FIG. 6 is a continuation of the previous figure. [Figure 7] FIG. 7 is a continuation of the previous figure. [Figure 8] FIG. 8 is a continuation of the previous figure. [Figure 9] FIG. 9 is a continuation of the previous figure. DETAILED DESCRIPTION OF THE INVENTION

[0015] First, although the following disclosure, diagrams, and / or claims may be described as being presented alone or in combination with one or more other aspects, the subject matter of the immediate disclosure is not intended to be so limited. That is, the immediate disclosure, diagrams, and claims are intended to encompass the various aspects described herein, each alone or in one or more combinations with each other. For example, even if the immediate disclosure describes and illustrates a first, second, and third embodiment in such a way that the first embodiment is described and illustrated specifically in conjunction with the second embodiment, or the second embodiment is described and illustrated only in conjunction with the third embodiment, the immediate disclosure and illustrations are not so limited and may include only the first embodiment, only the second embodiment, only the third embodiment, or one or more combinations of the first, second, and / or third embodiments, such as the first and second embodiments, the first and third embodiments, the second and third embodiments, or the first, second, and third embodiments.

[0016] The use of the phrase "or" in this document shall mean a "non-exclusive" arrangement unless expressly specified otherwise. For example, when we say "item x is A or B," we mean either: (1) item x is either A or B, but not both; or (2) item x is both A and B. In other words, the word "or" is not used to define an "exclusive" arrangement.

[0017] Additionally, the phrases "comprising at least one of" and "comprising at least one of the following," when used in conjunction with a system or element, mean that the system or element includes one or more of the elements listed after the phrase. For example, if there are three types of elements, element 1 through element 3, the phrases "comprising at least one of" and "comprising at least one of the following" are to be interpreted as any of the following structural arrangements: a device including the first element, a device including the second element, a device including the third element, a device including the first and second elements, a device including the first and third elements, a device including the second and third elements, or a device including the first, second, and third elements.

[0018] A similar interpretation is intended when the phrase "used in at least one of the following" is used in this context. Furthermore, as used in this context, "and / or" is used as a verbal conjunction to indicate that one or more of the listed elements or conditions are included or occur. For example, a device including a first element, a second element, and / or a third element is to be interpreted as any of the following structural arrangements: a device including the first element, a device including the second element, a device including the third element, a device including the first element and the second element, a device including the first element and the third element, a device including the second element and the third element, or a device including the first element, the second element, and the third element.

[0019] In addition, the use of the phrase "and / or" in the text means a "non-exclusive" agreement, as stipulated in the Japanese Industrial Standards (JIS) "Format and preparation method of standard sheets JIS Z 8301."

[0020] Hereinafter, an example of an embodiment of the present invention will be described in detail with reference to the drawings.

[0021] <System S> FIG. 1 is a block diagram showing an example of the hardware configuration and software configuration of a system S of this embodiment. The system S of this embodiment is a support system for back office operations. The system S is configured to include at least a back office operations support device 1. The support device 1 is preferably configured to communicate with a terminal T used by a user associated with a target company via a network N.

[0022] [Support device 1] The support device 1 includes a control unit 11, a storage unit 13, and a communication unit 14. The type of the support device 1 is not particularly limited, and may be, for example, a server device, a cloud server, or the like.

[0023] [Control unit 11] The control unit 11 includes a central processing unit (CPU), a random access memory (RAM), a read only memory (ROM), and the like.

[0024] The control unit 11 cooperates with at least one of the storage unit 13 and the communication unit 14 as necessary. The control unit 11 then realizes a business information management unit 111, a human resources information management unit 112, an advice information management unit 113, a target attribute acquisition unit 114, a business proposal unit 115, an allocation proposal unit 116, a human resources proposal unit 117, a financial status acquisition unit 118, an advice provision unit 119, a data inspection unit 120, a data generation unit 121, and the like, which are software components of the program of this embodiment executed by the support device 1. The control unit 11 may also realize an information linkage unit, an API unit, a business status analysis unit, and the like (not shown) as software components of the program of this embodiment executed by the support device 1.

[0025] [Storage section 13] The memory unit 13 is a device for storing data and / or files, and includes a storage unit for non-temporarily storing data using a hard disk, semiconductor memory, recording medium, memory card, etc. The memory unit 13 stores programs executed by a microcomputer, a business information database 131, a human resources information database 132, an advice information database 133, business knowledge such as the company's financial situation and business manuals, data related to large-scale language models, etc. As a result, the support device 1 can provide an integrated platform where knowledge, manuals, and unique content accumulated and updated through this embodiment, as well as information on human resources, professional talents, etc. registered using this embodiment, are centrally stored.

[0026] (Business Information Database 131) The business information database 131 stores business information that associates the attributes of a company with the back-office business performed by that company. This allows the support device 1 to identify the back-office business that should be proposed to the target company by referring to the business information database 131 based on the attributes of the target company. In the following, it is assumed that the business information is stored in association with information that identifies the company. The "information that identifies the company" is, for example, a company ID that is unique to each company.

[0027] The attributes of a company include, for example, the size of the target company (such as the number of employees), the fiscal year-end month of the target company, the industry of the target company, etc. The back office operations include, for example, bank transfer operations, bookkeeping operations, expense reimbursement operations, applications for subsidies, etc. In order to be able to propose back office operations that also include the timing, it is preferable that the back office operations include the time when the operations should be performed.

[0028] In order to enable allocation of back office tasks according to demand or urgency, it is preferable that the back office tasks include the demand or urgency of the back office tasks.

[0029] 2 is an example of the business information database 131. In this example, a small business identified by a company ID "C0001," with a size of "20 employees," a fiscal year end of "May," and an industry of "information and communications" is associated with back-office tasks performed by the business, such as "inventory work (starting around May △ day)," "depreciable asset processing work (starting around May △ day)," "accrued account processing work (starting around May △△ day)," "small business △△△ subsidy application preparation (April - May 27)," and "IT △△ subsidy application preparation (January onward)."

[0030] In addition, this example is associated with a small and medium-sized enterprise identified by company ID "C0002," with a size of "50 employees," a fiscal year end of "April," and an industry of "information and communications," and back-office tasks performed by the enterprise, such as "preparing settlement sheets (starting around △△ day in April)," "preparing account item breakdowns (starting around △△ day in April)," and "preparing to apply for the △△ support subsidy for small and medium-sized businesses (June - July 16th)."

[0031] In addition, this example is associated with a small- to medium-sized enterprise identified by company ID "C0003," with a size of 100 employees, a fiscal year ending in April, and an industry of "food manufacturing," and back-office tasks performed by the enterprise, such as "preparing settlement sheets (starting around △△ day in April)," "preparing account item breakdowns (starting around △△ day in April)," "preparing to apply for the △△ support subsidy for small and medium-sized businesses (June - July 16)," and "preparing to apply for the IT △△ subsidy (January onwards)."

[0032] By storing this business information in the business information database 131, the support device 1 can propose back-office business to the target company by referencing business information that matches the size, fiscal year end, or industry. For example, the support device 1 can suggest to a target company that has the attribute of being a small business operating in the information and communications industry with a fiscal year end of "May" that it should start preparing for a subsidy application by April and complete the application by May 27th. Also, for example, the support device 1 can suggest to a target company that has the attribute of being a small or medium-sized business operating in the information and communications industry with a fiscal year end of "April" that it should start preparing for a subsidy application by June and complete the application by July 16th. In addition, for example, the support device 1 can suggest to a target company that has the attribute of being a small or medium-sized business operating in the food manufacturing industry with a fiscal year end of "April" that it should start preparing for a subsidy application related to IT in January, in addition to the subsidy application that it should start preparing by June.

[0033] In this way, by storing this business information in the business information database 131, the support device 1 can propose back-office business in which attributes that match the target attributes of the target company are associated in the business information.

[0034] (Human Resources Information Database 132) The human resource information database 132 stores human resource information that associates back office operations with the personnel who perform those operations. In the following, it is assumed that the human resource information is stored in association with information that identifies the personnel. The "information that identifies the personnel" is, for example, a human resource ID that is unique to each personnel.

[0035] The human resource information includes the contribution of the human resource to the back office work. This allows the support device 1 to narrow down the human resources who have a track record in a specific back office work. This also allows the support device 1 to narrow down the back office work to be assigned to the specific human resource.

[0036] The degree of contribution referred to here is not particularly limited, and may be, for example, various indicators showing the degree of contribution of back office work. Such indicators include indicators showing experience in charge of the back office work (number of times in charge, total working hours, etc.), indicators showing the time efficiency of the back office work (working hours per case, amount of work per certain period, etc.), and indicators showing the accuracy of the back office work (error rate, number of returns, frequency of returns, number of complaints, complaint rate, etc.).

[0037] In order for the support device 1 to perform a preferable correspondence between human resources and back office operations within the target company, the human resources in the human resources information preferably include internal human resources of the target company. In order for the support device 1 to identify back office operations to be outsourced and the outsourcees thereof, the human resources in the human resources information preferably include external human resources of the target company. The internal human resources and external human resources managed in the human resources information database 132 are also referred to as a talent pool. The talent pool includes, for example, back office human resources in charge of back office operations at each target company, human resources providing support related to back office operations, human resources related to professional offices, etc. In order to be able to distinguish between internal human resources and external human resources for each target company, the human resources information preferably includes information related to the affiliation of the human resources.

[0038] In order to enable estimation of future contribution depending on the work situation, it is preferable that the personnel information includes the work situation of the personnel, exemplified by the work or workload that the personnel is currently in charge of.

[0039] 3 is an example of the human resources information database 132. This example stores human resources information that associates in-house human resources "Tanaka △△" of company "Company A" identified by human resources ID "P0001" with back office tasks and their contributions "bank transfer tasks (number of times handled: △△△ times, total work time △△△ hours, work time per item: △△, complaint occurrence rate: △%)" and "bookkeeping tasks (number of times handled: △△△ times, total work time △△△ hours, work time per item: △△, complaint occurrence rate: △%)."

[0040] In addition, this example stores personnel information associated with in-house personnel "Abe △△" of company "Company A" identified by personnel ID "P0002," and back office tasks and their contributions, "Bank transfer tasks (number of times handled: △△ times, total work time △△ hours, work time per item: △△, complaint occurrence rate: △%)" and "Bookkeeping tasks (number of times handled: △△△ times, total work time △△△ hours, work time per item: △△, complaint occurrence rate: △%)."

[0041] In addition, in this example, personnel information is stored that associates personnel "Suzuki △△" of company "Accounting Firm B" identified by personnel ID "P0003" with back office work and its contribution "Subsidy application (number of times handled: 3, total working time △△△ hours, number of acceptances: 2)."

[0042] By storing this personnel information in the personnel information database 132, the support device 1 can refer to the personnel information database 132 and propose to assign the transfer work of Company A to Mr. Tanaka, who has a lot of experience, preferentially, assign Mr. Abe of Company A to the bookkeeping work, which has a low incidence of complaints, and assign the subsidy application work of Company A to Mr. Suzuki of Accounting Firm B, who is an external personnel with a proven track record.

[0043] (Advice Information Database 133) The advice information database 133 stores advice information that associates financial situations with management advice for companies with those financial situations. In the following, it is assumed that the advice information is stored in association with information that identifies the advice. The "information that identifies the advice" is, for example, an advice ID that is unique to each piece of advice.

[0044] The financial situation is, for example, data on various financial indicators that show the financial situation (e.g., gross profit margin on sales, operating profit margin on sales, return on assets (ROA), return on equity (ROE), total asset turnover, accounts receivable turnover period, break-even point, current ratio, quick ratio, equity ratio, liquidity ratio, fixed ratio, fixed long-term maturity ratio, operating cash flow, investing cash flow, financial cash flow, debt ratio, value added, value added rate, labor distribution rate, labor productivity, value added rate on sales, tangible fixed asset turnover rate, sales per employee, equipment productivity, sales growth rate (revenue growth rate), operating profit growth rate, total capital growth rate, research and development expense ratio on sales, employee increase rate, etc.).

[0045] Examples of management advice include advice recommending back-office operations that should be introduced to improve the financial situation, advice proposing back-office operations that should be optimized to improve the financial situation and the procedures for optimizing them, and advice recommending subsidies, etc. that should be applied for to improve the financial situation.

[0046] 4 is an example of the advice information database 133. In this example, as advice information related to advice ID "A0001," information is stored that associates a financial situation in which the return on equity (ROE) is "△% or less" with management advice to a company in that financial situation, "Optimize equity capital through the sale of unnecessary assets and capital restructuring."

[0047] In addition, in this example, advice information related to advice ID "A0002" is stored, which associates a financial situation in which the accounts receivable turnover period is "△ or more" with management advice to a company in that financial situation, "Introduce an accounts receivable management system."

[0048] By storing this advice information in the advice information database 133, the support device 1 can refer to the advice information database 133 and advise Company C, whose return on equity (ROE) is "△% or less," to optimize its equity capital. Also, the support device 1 can refer to the advice information database 133 and advise Company D, whose accounts receivable turnover period is △ or more, to introduce an accounts receivable management system.

[0049] (Business knowledge) It is preferable that business knowledge be stored in the storage unit 13. The business knowledge includes, for example, business flows, manuals, inquiries and responses to inquiries, issues and responses to issues, etc. The business knowledge also includes various data stored in the databases.

[0050] To limit the scope of use to within the target company, it is preferable that the business knowledge be associated with the target company. To make it easy to refer to the business knowledge, it is preferable that the business knowledge be indexed. Indexing is realized, for example, by creating a database in a manner that allows reference by heading, category, company, etc. related to the business knowledge.

[0051] To facilitate the use of knowledge related to similar cases, it is preferable that business knowledge be categorized.To facilitate the use of knowledge related to similar cases or related cases, it is preferable that business knowledge be structured in a tree structure or the like.

[0052] To ensure that knowledge, including that of outsourced work, can be accumulated and referenced, it is preferable that business knowledge includes knowledge related to the scope of work that has been outsourced (BPO).To clarify the work that personnel handled and visualize their contribution, it is preferable that business knowledge includes a link between personnel and the back-office work they handled.

[0053] The memory unit 13 preferably stores, as information managed by the business information management unit 111, knowledge based on a stylized template exemplified by knowledge stored after structuring into a tree structure or the like, or knowledge in a free format in a manner in which a category can be assigned. By storing knowledge based on a stylized template, the memory unit 13 can easily use knowledge related to similar cases or related cases. By storing knowledge in a free format in a manner in which a category can be assigned, the memory unit 13 can assign a category to the knowledge and perform automatic processing according to the category. For example, the automatic processing is processing to send a reminder after a certain period of time when knowledge is categorized as a reminder element.

[0054] (Large-scale language model) The large-scale language model of this embodiment is configured to generate inspection results for the content of documents related to back office operations or documents related to back office operations.

[0055] In order to generate inspection results for the contents of documents related to back-office operations, it is preferable that the large-scale language model has been pre-trained using training data that includes documents related to back-office operations as explanatory variables and the inspection results of the documents as objective variables.

[0056] In order to generate documents related to back-office operations, it is preferable that the large-scale language model has been pre-trained using training data that includes the specifications and gist of the contents of documents related to back-office operations as explanatory variables, and documents that conform to the specifications and gist as objective variables.

[0057] The data related to the large-scale language model may be stored in either the storage unit 13 or an external server. A large-scale language model in which data is stored in an external server provides generated text, etc. to the assistance device 1 via, for example, an API, etc.

[0058] [Communications Section 14] The communication unit 14 is not particularly limited as long as it includes a component that connects the support device 1 to the network N and enables communication. Examples of such a component include a network card that complies with the Ethernet standard and a communication device that complies with wireless LAN.

[0059] [Network N] The type of the network N is not particularly limited as long as it enables communication between the support device 1, etc. The type of the network N is, for example, the Internet, a mobile phone network, a wireless LAN, etc.

[0060] [Terminal T] Terminal T is used by users who perform back-office work at the target company, professional talent, etc. Types of terminal T include, for example, smartphones, tablet terminals, mobile terminals such as laptops, and fixed terminals such as desktop personal computers.

[0061] [Main flowchart of support processing] FIG. 5 is a main flowchart showing an example of a preferred flow of the support processing. FIG. 6 is a diagram continuing from the previous diagram. FIG. 6 is a diagram continuing from the previous diagram. FIG. 7 is a diagram continuing from the previous diagram. FIG. 8 is a diagram continuing from the previous diagram. FIG. 9 is a diagram continuing from the previous diagram. Below, using FIG. 5 to FIG. 9, an example of a preferred flow of the support processing executed by the support device 1 of this embodiment is shown.

[0062] [Step S1: Determine whether to update business information] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the business information management unit 111. Then, the control unit 11 executes a process of determining whether to update the business information using the business information management unit 111 (business information update determination step). If it is determined that the business information should be updated, the control unit 11 shifts the process to step S2. If it is not determined that the business information should be updated, the control unit 11 shifts the process to step S3.

[0063] The procedure for determining whether or not an update is required in the business information update determination step is not particularly limited. For example, the procedure includes a procedure for determining that the business information is to be updated when data and instructions related to updating the business information are received.

[0064] [Step S2: Update business information] The control unit 11 executes a process of updating the business information by the business information management unit 111 (business information update step). The control unit 11 moves the process to step S3. In the business information update step, the business information management unit 111 manages the business information that updates the business information stored in the business information database 131, etc.

[0065] [Step S3: Determine whether to update personnel information] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the personnel information management unit 112. Then, the control unit 11 executes a process of determining whether to update the personnel information using the personnel information management unit 112 (personnel information update determination step). If it is determined that the personnel information should be updated, the control unit 11 shifts the process to step S4. If it is not determined that the personnel information should be updated, the control unit 11 shifts the process to step S5.

[0066] The procedure for determining whether or not an update is required in the personnel information update determination step is not particularly limited. For example, the procedure includes a procedure for determining that the personnel information is to be updated when data and instructions related to updating the personnel information are received.

[0067] [Step S4: Update personnel information] The control unit 11 executes a process of updating the personnel information by the personnel information management unit 112 (personnel information update step). The control unit 11 moves the process to step S5. In the personnel information update step, the personnel information management unit 112 manages the personnel information to update the personnel information stored in the personnel information database 132, etc.

[0068] [Step S5: Determine whether to update the advice information] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the advice information management unit 113. Then, the control unit 11 executes a process of determining whether to update the advice information using the advice information management unit 113 (advice information update determination step). If it is determined that the advice information should be updated, the control unit 11 shifts the process to step S6. If it is not determined that the advice information should be updated, the control unit 11 shifts the process to step S7.

[0069] The procedure for determining whether or not the advice information needs to be updated in the advice information update determination step is not particularly limited. For example, the procedure includes a procedure for determining that the advice information needs to be updated when data and instructions related to updating the advice information are received.

[0070] [Step S6: Update advisory information] The control unit 11 executes a process of updating the advice information using the advice information management unit 113 (advice information update step). The control unit 11 moves the process to step S7. In the advice information update step, the advice information management unit 113 manages advice information that updates advice information stored in the advice information database 133, etc.

[0071] [Step S7: Determine whether to propose back office services] The control unit 11, in cooperation with the storage unit 13 and the communication unit 14, executes a process of determining whether to propose a back-office business (business proposal determination step). If it is determined that a proposal should be made, the control unit 11 shifts the process to step S8. If it is not determined that a proposal should be made, the control unit 11 shifts the process to step S10.

[0072] The procedure for determining whether or not a proposal is to be made in the business proposal determination step is not particularly limited. For example, the procedure includes a procedure for determining that a proposal is to be made when an instruction related to a proposal for a back-office business is received.

[0073] [Step S8: Obtain target attributes] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the target attribute acquisition unit 114. Then, the control unit 11 executes a process of acquiring the target attributes, which are attributes of the target company, by the target attribute acquisition unit 114 (target attribute acquisition step). The control unit 11 moves the process to step S9.

[0074] In the target attribute acquisition step, the target attribute acquisition unit 114 is configured to acquire target attributes of the company including the company size and the company's fiscal month. This allows the support device 1 to propose back-office operations that match the company's attributes such as the company size and fiscal month. Therefore, by proposing back-office operations based on the company's attributes such as the company size and fiscal month, the support device 1 contributes to supporting the user in selecting and appropriately operating the necessary back-office operations, regardless of the user's level of knowledge regarding back-office operations.

[0075] The procedure for acquiring the target attributes in the target attribute acquisition step is not particularly limited, and may be realized, for example, by a procedure for acquiring the target attributes from data indicating the target attributes received together with the instruction in the business proposal determination step, or a procedure for acquiring the target attributes corresponding to the target company from the business information database 131 based on data identifying the target company received together with the instruction.

[0076] [Step S9: Propose back office operations] The control unit 11 executes the business proposal unit 115 in cooperation with the storage unit 13 and the communication unit 14. Then, the control unit 11 executes a process of proposing a back-office business by the business proposal unit 115 (target attribute acquisition step). The control unit 11 moves the process to step S10. That is, in the target attribute acquisition step, the business proposal unit 115 proposes a back-office business to the target company based on multiple pieces of business information managed in the business information management unit 111 and the target attributes acquired in the target attribute acquisition step. At this time, the business proposal unit 115 proposes a back-office business associated with an attribute that matches the above-mentioned target attribute in the above-mentioned business information.

[0077] According to the above-described series of processes, the business proposal unit 115 can propose back-office business operations that match the attributes of the target company, such as the company size and fiscal month, based on the attributes of the target company acquired by the target attribute acquisition unit 114 and the business information managed by the business information management unit 111. As a result, the support device 1 contributes to supporting the user in selecting and appropriately operating the necessary back-office business operations, regardless of the level of knowledge accumulated regarding the back-office business operations, by proposing back-office business operations based on the company attributes.

[0078] (Utilizing public back-office knowledge) In order to utilize public back-office knowledge, it is preferable that the business proposal unit 115 acquires knowledge related to back-office business (public back-office knowledge) from a server related to a public institution in addition to the above-mentioned attributes and business information, and proposes back-office business with the knowledge attached. This allows the support device 1 to collect public back-office knowledge and provide it directly to the customer.

[0079] Furthermore, it is preferable that the support device 1 uses the acquired public back-office knowledge in the same way as the business information, in addition to the information managed in the business information management unit 111. At this time, the business proposal unit 115 proposes back-office business to the target company, for example, based on the multiple pieces of business information and public back-office knowledge managed in the business information management unit 111, and the target attributes acquired in the target attribute acquisition step. In this way, the support device 1 can collect public back-office knowledge and the like and utilize it in the business proposal unit 115.

[0080] In order to allocate back-office tasks to personnel in their field of expertise and improve the efficiency of back-office tasks, the support process preferably includes a series of processes for proposing tasks to be allocated to personnel. Steps S10 to S12 are an example of such processes. In order to support the appropriate allocation of back-office tasks to personnel within the company, the personnel in this series of processes include at least internal personnel related to the target company.

[0081] [Step S10: Determine whether to propose tasks to assign to personnel] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the allocation proposal unit 116. Then, the control unit 11 executes a process of determining whether to propose a task to be assigned to a human resource by the allocation proposal unit 116 (task assignment proposal determination step). If it is determined that a task should be proposed, the control unit 11 shifts the process to step S11. If it is not determined that a task should be proposed, the control unit 11 shifts the process to step S13.

[0082] The procedure for determining whether or not a proposal has been made in the task assignment proposal determination step is not particularly limited. For example, the procedure includes a procedure for determining that a proposal has been made when an instruction to propose a task to be assigned to a human resource has been received.

[0083] [Step S11: Obtain the contribution level related to human resources] The control unit 11 executes a process in which the human resources information management unit 112 acquires the contribution level of the human resource determined to be proposed for assignment to the human resource in the assignment task proposal determination step (first contribution level acquisition step). The control unit 11 moves the process to step S12. In the first contribution level acquisition step, the human resources information management unit 112 acquires the contribution level of the above-mentioned human resource from human resources information that associates back-office tasks with the human resources performing the back-office tasks, which is managed by the human resources information management unit 112 in the human resources information database 132 or the like.

[0084] [Step S12: Propose tasks to be assigned] The control unit 11 executes a process of proposing to the target company, through the allocation proposal unit 116, back-office tasks to be allocated to the above-mentioned personnel from among the multiple back-office tasks based on the multiple back-office tasks proposed by the task proposal unit 115 and the multiple personnel information managed by the personnel information management unit 112 (allocation proposal step). The control unit 11 shifts the process to step S13.

[0085] In the allocation proposal step, the allocation proposal unit 116 proposes back-office tasks based on the above-mentioned contribution degree. That is, the allocation proposal unit 116 makes the above-mentioned proposal so that, among multiple back-office tasks, a back-office task for which the human resource is recognized to have a higher contribution degree is assigned to the human resource. Note that the allocation proposal unit 116 may make the above-mentioned proposal based on a future contribution degree that takes into account the current demand or urgency, etc., for each of the multiple back-office tasks. The future contribution degree referred to here is, for example, a contribution degree that is estimated higher for tasks that require more staff or tasks that are urgent due to an approaching deadline, and a contribution degree that is estimated lower for tasks that can be carried out by a small number of staff or tasks with a long deadline.

[0086] The support process preferably includes a series of processes that propose personnel to whom tasks should be assigned. Steps S13 to S15 are an example of such processes. To support the appropriate allocation of back-office tasks to not only internal personnel but also external experts, the personnel in this series of processes include not only internal personnel related to the target company but also external personnel exemplified by external experts (e.g., experts from professional firms). This allows the support device 1 to provide a matching app that matches with external personnel accumulated in a talent pool. The support device 1 then promotes division of labor through inter-organizational collaboration through matching, eliminating the dependency on individuals in back-office tasks.

[0087] [Step S13: Determine whether to suggest personnel to assign the task] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the talent proposal unit 117. Then, the control unit 11 executes a process of determining whether to propose talent to be assigned to a task using the talent proposal unit 117 (talent assignment proposal determination step). If it is determined that a proposal should be made, the control unit 11 shifts the process to step S14. If it is not determined that a proposal should be made, the control unit 11 shifts the process to step S16.

[0088] The procedure for determining whether or not a proposal is made in the human resource allocation proposal determination step is not particularly limited. For example, the procedure includes a procedure for determining that a proposal is made when an instruction to propose human resources to be assigned to a task is received.

[0089] [Step S14: Obtaining the contribution level related to human resources] The control unit 11 executes a process in which the human resources information management unit 112 acquires the contribution degree of each human resource whose contribution degree for the task determined to be proposed as a human resource to be assigned to the task in the assigned human resources proposal determination step is recorded (second contribution degree acquisition step). The control unit 11 moves the process to step S15. In the second contribution degree acquisition step, the human resources information management unit 112 acquires the contribution degree of each of the above-mentioned human resources from human resources information that associates back office tasks with the human resources performing the back office tasks, which is managed by the human resources information management unit 112 in the human resources information database 132 or the like.

[0090] [Step S15: Propose personnel to be assigned] The control unit 11 executes a process in which the human resource proposal unit 117 proposes to the target company human resources who will be in charge of the back office work, based on the back office work proposed by the work proposal unit 115 and multiple pieces of human resource information managed by the human resource information management unit 112 (human resource proposal step). The control unit 11 shifts the process to step S16.

[0091] In the talent proposal step, the talent proposal unit 117 proposes talent based on the above-mentioned contribution level. That is, the talent proposal unit 117 makes the above-mentioned proposal so that, among multiple talents, a talent who is recognized as having a higher contribution level to the back office task is assigned to the back office task. Note that the talent proposal unit 117 may make the above-mentioned proposal based on a future contribution level that takes into account the current work status of each of the multiple talents in addition to the above-mentioned contribution level. The future contribution level referred to here is, for example, a contribution level that is estimated lower for talent who is busy with other work and is expected to start work late, and a contribution level that is estimated higher for talent who is currently responsible for few tasks and is expected to start work immediately.

[0092] In the talent suggestion step, the talent suggestion unit 117 may suggest one talent based on the contribution level. Preferably, the talent suggestion unit 117 suggests multiple talents sorted based on the contribution level to provide a list of talent pools sorted based on the contribution level.

[0093] (About AI optimization) In order to appropriately respond to a wide variety of requests regarding personnel who will perform back office operations, it is preferable that the personnel proposal unit 117 performs optimization using AI. For example, the personnel proposal unit 117 performs optimization using AI by a procedure of selecting personnel who will be in charge of the above-mentioned back office operations through processing using a machine learning model.

[0094] For example, when back office work proposed by the business proposal unit 115 and multiple pieces of human resources information managed by the human resources information management unit 112 are input, the machine learning model outputs one or more personnel from the input multiple pieces of human resources information as personnel in charge of the above-mentioned back office work.

[0095] In this case, it is preferable that the machine learning model has been pre-trained using training data that includes back office operations and multiple personnel information as explanatory variables, and that includes one or more personnel from multiple personnel information that are determined to be suitable for back office operations based on the input as objective variables.

[0096] The relationship between the explicit or implicit requirements of back-office tasks and the contributions or tasks in charge contained in the personnel information often includes a relationship that is difficult to formulate using a polynomial, such as a simple proportional relationship. For example, in a back-office task that is highly urgent and requires a person with a high contribution to a specific task to spend a certain continuous period of time on that task, a back-office task that is more urgent than the specific task has not been assigned for a certain period of time, and therefore a person with a high contribution to the specific task should be assigned to that task. Processing using the pre-trained machine learning model described above can select personnel to handle back-office tasks by taking into account such relationships that are difficult to formulate.

[0097] (Support from the operator) It is preferable that the proposed talent in the talent proposal step performs the work while receiving support through the service provided by the operator after forming an agreement with the operator of the support device 1. This allows the talent to perform the work while receiving indirect support via the operator in addition to direct support from the support device 1.

[0098] (Supporting the hiring of external talent) To support the hiring of external human resources, the human resource proposal unit 117 preferably includes a procedure for supporting direct recruiting of human resources such as expert partners from customers who are users of the support device 1. In this procedure, for example, when the human resource proposal unit 117 proposes the above-mentioned external human resource, it executes a process for providing employment information for hiring the external human resource. The employment information here includes contact information or employment conditions related to the hiring of the external human resource. This allows the support device 1 to support so-called direct recruiting, in which the user (customer) uses the employment information to directly hire expert partners, etc.

[0099] The support process preferably includes a series of processes for providing management advice to help users select and appropriately operate the necessary back-office operations related to management, regardless of the level of knowledge accumulated in finance and management. Steps S16 to S18 are an example of such processes.

[0100] [Step S16: Determine whether to provide management advice] The control unit 11, in cooperation with the storage unit 13 and the communication unit 14, executes a process of determining whether to provide management advice (advice provision determination step). If it is determined that advice should be provided, the control unit 11 shifts the process to step S17. If it is not determined that advice should be provided, the control unit 11 shifts the process to step S19.

[0101] The procedure for determining whether or not to provide advice in the advice provision determination step is not particularly limited. For example, the procedure includes a procedure for determining that a proposal should be made when an instruction to provide management advice is received.

[0102] [Step S17: Obtain financial status] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the financial status acquisition unit 118. Then, the control unit 11 executes a process of acquiring the financial status of the target company by the financial status acquisition unit 118 (financial status acquisition step). The control unit 11 moves the process to step S18. The financial status acquisition unit 118 acquires the financial status from, for example, the storage unit 13, terminal T, an external server, etc.

[0103] (Regarding accounting operations) In addition to the above-mentioned procedures, the financial status acquisition unit 118 preferably further includes a procedure for organizing and analyzing the information obtained as a result of the accounting work into financial management information. This allows the financial status acquisition unit 118 to reflect the results of the accounting work in the financial status and its analysis results, and provide them as information that can be used for providing advice, etc., as described below.

[0104] [Step S18: Providing advice] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the advice providing unit 119. Then, the control unit 11 executes a process of providing management advice to the target company by the advice providing unit 119 based on the plurality of pieces of advice information managed by the advice information management unit 113 and the financial situation acquired by the financial situation acquisition unit 118 (advice providing step). The control unit 11 moves the process to step S19.

[0105] In the advice provision step, the advice provision unit 119 provides the above-mentioned management advice, for example, by a procedure of extracting advice information associated with the above-mentioned financial situation from multiple pieces of advice information stored in the advice information database 133 managed by the advice information management unit 113.

[0106] (Regarding management advice) The advice provided by the advice providing unit 119 includes, for example, advice for the target company to obtain credit, advice for proceeding with fundraising, and advice for improving cash flow. In this case, the advice providing unit 119 executes a process of proposing advice including, for example, a proposal for a mechanism for obtaining credit from a financial perspective, a proposal for a direct fundraising means, or a proposal for a cash flow improvement means exemplified by an advance payment of wages, etc.

[0107] The advice providing unit 119 can provide so-called risk monster type support by providing advice on proposing a system for obtaining credit from a financial perspective. The advice providing unit 119 can provide so-called smart round type support by providing advice on proposing direct fundraising methods. The advice providing unit 119 can provide so-called time-me model support by providing advice on proposing cash flow improvement methods. By combining these types of support, the advice providing unit 119 can comprehensively support customers with a wide variety of methods.

[0108] In order to support the appropriate operation of document inspection regardless of the level of knowledge accumulated regarding the inspection of data such as documents, invoices, monthly bookkeeping data, etc., the support process preferably includes a series of processes for inspecting data related to back-office operations. Steps S19 to S21 are an example of such processes.

[0109] [Step S19: Determine whether to inspect the data] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the data inspection unit 120. Then, the control unit 11 executes a process to determine whether to inspect data related to back-office operations using the data inspection unit 120 (data inspection and determination step). If it is determined that inspection should be performed, the control unit 11 shifts the process to step S20. If it is not determined that inspection should be performed, the control unit 11 shifts the process to step S22.

[0110] The procedure for determining whether or not to inspect data in the data inspection and determination step is not particularly limited, and includes, for example, a procedure for determining that inspection is to be performed when an instruction to inspect data related to back-office operations is received.

[0111] [Step S20: Inspect the data] The control unit 11 executes a process of inspecting the content of the data related to back-office operations that was determined to be inspected in the data inspection and determination step by the data inspection unit 120 (data inspection step). The control unit 11 moves the process to step S21. In the data inspection step, the data inspection unit 120 executes a process of outputting the inspection results of the data related to the above-mentioned inspection by processing using a machine learning model that has been pre-trained using training data that includes the content of the data as an explanatory variable and the inspection results of the data as a target variable.

[0112] The machine learning model for the data inspection step is not particularly limited. For example, the machine learning model is a machine learning model for robotic process automation (RPA). The machine learning model for RPA is pre-trained using training data that includes, as explanatory variables, a document with multiple entry fields and the contents of the entry fields, and inspection results based on the presence or absence of each entry, the character type of the entry, the length of the entry, the format of the entry, etc., as objective variables.

[0113] In order to perform inspections on similar data in addition to the data included in the training data of the pre-training, the machine learning model involved in the data inspection step is preferably a large-scale language model. In this case, in order to output appropriate inspection results for the content of a wide variety of data written in natural language, the large-scale language model is preferably pre-trained using training data that includes the content of the data as an explanatory variable and the inspection results of the data as a target variable. This allows the large-scale language model to output appropriate inspection results not only for the content of the data included in the training data, but also for other content whose inspection results can be inferred from the content and the corresponding inspection results, due to the emergent capabilities of the large-scale language model itself.

[0114] In order to support the inspection of a wide range of data, not limited to documents, it is preferable that the inspection of data relating to the data inspection step includes the inspection of data relating to manual data entry work, such as data recorded monthly from invoices.

[0115] [Step S21: Provide test results] The control unit 11 executes a process of providing the inspection result relating to the data inspection step to the terminal T etc. by the data inspection unit 120 (data inspection result providing step). The control unit 11 moves the process to step S22.

[0116] In order to support appropriate data creation regardless of the level of knowledge accumulated in data creation, the support process preferably includes a series of processes for generating data related to back-office operations. Steps S22 to S24 are an example of such processes.

[0117] [Step S22: Determine whether to generate data] The control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute the data generation unit 121. Then, the control unit 11 executes a process of determining whether to generate data related to back office operations using the data generation unit 121 (data generation determination step). If it is determined that data should be generated, the control unit 11 moves the process to step S23. If it is not determined that data should be generated, the control unit 11 returns the process to step S1 and repeats the processes from step S1 to step S24.

[0118] The procedure for determining whether or not to generate data in the data generation determination step is not particularly limited. For example, the procedure includes a procedure for determining to generate data when an instruction to generate data related to back-office operations is received.

[0119] [Step S23: Generate data] The control unit 11 executes a process of generating data relating to the back office business, which is determined to be generated in the data generation determination step, by the data generation unit 121 (data generation step). The control unit 11 moves the process to step S24.

[0120] In the data generation step, the data generation unit 121 executes a process of generating the data by processing using a large-scale language model that has been pre-trained with training data that includes back-office operations (e.g., types and related information) as explanatory variables and data corresponding to the back-office operations as objective variables. As a result, the large-scale language model can output appropriate data not only for the data corresponding to the back-office operations included in the training data, but also for other content for which appropriate data can be inferred from the back-office operations and the corresponding data, due to the emergent capabilities of the large-scale language model itself.

[0121] [Step S24: Provide the generated data] The control unit 11 executes a process of providing the data generated in the data generation step to the terminal T, etc., by the data generation unit 121 (generated data providing step). The control unit 11 returns the process to step S1, and repeats the processes from step S1 to step S24.

[0122] In order to provide support for the provision of a wide range of data, not limited to documents, it is preferable that the provision of data related to the generated data provision step be carried out in a manner that automates data entry work that is currently done manually, such as automatic entry of data recorded monthly from invoices.

[0123] [Information sharing step] In order to support information sharing related to communication, workflow, and data exchange between related parties within the user's company, the support process preferably includes an information sharing step of transmitting data provided by an internal human resource of the target company to other internal human resources related to the target company or external human resources related to the target company. The information sharing step is realized, for example, by a procedure in which the control unit 11 cooperates with the storage unit 13 and the communication unit 14 to execute an information sharing unit (not shown), and the information sharing unit executes a process of transmitting data provided by the internal human resource of the target company to other internal human resources related to the target company or external human resources related to the target company. In order to realize information sharing between internal human resources and external human resources, the information sharing step preferably includes a procedure in which the above-mentioned data is transmitted to a destination selected from candidate destinations including one or more internal human resources and one or more external human resources.

[0124] The data related to the Information Coordination Department provided by the target company's internal personnel includes data related to communication related to back-office operations, data related to workflow related to back-office operations, data related to information coordination related to data exchange, etc. The internal personnel related to the Information Coordination Department are users who use the support device 1. The external personnel related to the Information Coordination Department include, for example, the operator of the support device 1 or outsourcing partners related to back-office operations.

[0125] [About obtaining data via API] The support process is preferably configured to acquire data related to the business information management unit 111, the target attribute acquisition unit 114, the financial status acquisition unit 118, the data inspection unit 120, the data generation unit 121, etc., by linking with an external service (e.g., an accounting system or other support tool) using an Application Programming Interface (API). This configuration is realized, for example, by the control unit 11 working in cooperation with the storage unit 13 and the communication unit 14 to execute an API unit (not shown), which acquires data from an external device via an API related to the external device. The API unit acquires the necessary data from the external service using a known procedure for acquiring data via an API.

[0126] [Business situation analysis step] It is preferable that the support processing includes a business status analysis step of generating analysis results of business information managed in the business information management unit 111 in order to visualize, analyze, or report the status of business operations managed in the business information management unit 111.

[0127] The work situation analysis step is realized, for example, by the control unit 11 operating a work situation analysis unit (not shown) in cooperation with the storage unit 13 and communication unit 14, and the work situation analysis unit generating analysis results of the work information managed in the work information management unit 111. The analysis results of the work information generated by the work situation analysis unit include, for example, a report that visualizes the work situation using charts or the like, a report that analyzes the work situation using statistical processing or processing using a language model, or a report that summarizes the work situation using a large-scale language model.

[0128] [Indexing Step] The support process preferably includes an indexing step of indexing the business knowledge. The indexing step is realized by, for example, a procedure for creating a database of business knowledge in a manner that can be referenced by headings, categories, companies, etc. related to the business knowledge.

[0129] [Categorization Step] In order to facilitate the use of knowledge related to similar cases, the support process preferably includes a categorization step of categorizing the business knowledge. In this case, in order to facilitate the use of knowledge related to similar cases or related cases, the categorization step preferably includes a procedure of structuring the business knowledge into a tree structure or the like.

[0130] [BPO business registration steps] In order to allow knowledge including outsourced work to be accumulated and referenced, the support process preferably includes a procedure for updating the business information database 131 so that the business knowledge includes knowledge related to the scope of work that has been outsourced (BPO).

[0131] [Contribution visualization step] In order to clarify the tasks handled by personnel and visualize their contributions, the support process preferably includes a contribution visualization step in which the task knowledge includes a correspondence between personnel and the back-office tasks they handled. The contribution visualization step is realized, for example, by a procedure for obtaining input from a person in a position to evaluate the contributions, a procedure for automatically extracting descriptions indicating the contributions from documents or data similar to daily reports, etc. This procedure is realized by a procedure using RPA, a procedure using a large-scale language model, etc.

[0132] [Manualization Steps] In order to eliminate the dependency of back-office operations on individuals, the support process preferably includes a manual step of converting knowledge related to the back-office operations into content or a manual. The manualization step is realized, for example, by accumulating knowledge for ambiguity that cannot be addressed with existing manuals, stylizing the knowledge, etc., into a fixed form, manualizing the stylized knowledge, and indexing the manual. The manual and knowledge may be in the form of documents, but more preferably include video formatting. By executing the support process including the manual step, the support device 1 can display the contentized or manualized knowledge and support the back-office operations.

[0133] [Chat Step] In order to obtain an overview of operations by utilizing the views of external experts, the support process preferably includes a chat step that provides a chat between internal personnel in charge of back-office operations and external experts.

[0134] [Task Management Steps] In order to eliminate the difficulty in task management due to lack of knowledge, the support process preferably includes a task management step for managing ongoing tasks related to back-office operations and notifying progress or deadlines, etc.

[0135] [Membership Management Steps] In order to prevent database contamination by information provided from unreliable sources, such as non-members, and to provide high-quality services and generate revenue, the support process preferably includes a member management step for managing members under corporate contracts, individual members, free members, etc. The member management system is realized by a conventionally known account management system, etc.

[0136] [Funding collaboration step] When the advice provided by the advice providing unit 119 includes advice for the target company to obtain credit, advice for procuring funds, and advice for improving cash flow, it is preferable that the support processing provides, with respect to the advice, the transaction of money, i.e., making advance payments on behalf of the company for payment of fees for client operations, the associated credit management, and the function of coordinating and intermediating with businesses related to fundraising.

[0137] Specifically, the support process preferably includes a fundraising coordination step of, for example, managing data related to payments made by the target company, sending instructions related to the payment agency to the agent, and sending a report from the agent to the target company. The fundraising coordination step is realized, for example, by the control unit 11 operating a fundraising coordination unit (not shown) in cooperation with the storage unit 13 and the communication unit 14, and by the fundraising coordination unit managing data related to payments made by the target company, sending instructions related to the payment agency to the agent, and sending a report from the agent to the target company.

[0138] Management of data regarding payments related to the target company is realized, for example, by a series of processes in which, when the above-mentioned advice is accepted, instructions regarding the agent's payment of the fee for the client's work related to the advice are stored in memory unit 13, and data regarding the operator's report regarding the agent's payment is stored in memory unit 13.

[0139] The transmission of instructions for making a payment on behalf of the agent is realized, for example, by a process of sending data to the agent instructing the agent to pay the fee for the client work related to the advice on behalf of the agent if the advice is accepted. The transmission of a report by the agent is realized, for example, by a process of receiving data from the agent reporting that the payment related to the action on behalf of the agent has been made and sending report data based on the data to the target company.

[0140] By including the above-described series of processes in the support process, the support device 1 can provide functions such as financial transactions, such as making advance payments to companies for client operations, as well as the associated receivables management and collaboration and intermediation with businesses related to fundraising. As a result, the support device 1 not only provides advice on users' fundraising and cash flow, but also provides support through specific means such as payment agency and collaboration and intermediation with businesses related to fundraising. That is, the support device 1, which executes the support process including the above-described series of processes, has the function of collecting and analyzing financial information of target companies with which it interacts in the course of its operations. By determining whether the target company needs fundraising or has the potential to grow if it obtains funds, the support device 1 can help investors make fundraising decisions and contact them regarding negotiations through the device, thereby serving as a hub that acts as an intermediary between the investor and the target company and supporting the target company.

[0141] Therefore, the support device 1 that executes the support process including the above-mentioned series of processes can provide further support to users through specific means regarding fund raising and cash flow, so that users can select and properly operate the necessary back office operations, regardless of the level of knowledge they have accumulated regarding back office operations.

[0142] [Effect of support processing] The support device 1 that executes the above support process executes processes for managing business information, human resource information, and advice information in steps S1 to S6. Then, in steps S7 to S9, the support device 1 can use the business proposal unit 115 to propose back-office business that matches the attributes of the target company, such as the size of the company and the fiscal year end month, based on the attributes of the target company acquired by the target attribute acquisition unit 114 and the business information managed by the business information management unit 111.

[0143] As a result, the support device 1 contributes to supporting the user in selecting and appropriately operating the necessary back office operations, regardless of the level of knowledge accumulated regarding back office operations, by proposing back office operations based on the attributes of the company.

[0144] In steps S10 to S12, the support device 1 executes a process to suggest back-office tasks to be assigned to internal personnel based on their level of contribution, thereby allocating back-office tasks that the internal personnel are good at to the personnel, and supporting them in properly operating the back-office tasks.

[0145] In steps S13 to S15, the support device 1 executes a process of suggesting internal or external personnel to be in charge of back office work based on the degree of contribution, thereby allocating the work to an internal or external personnel who is skilled in the back office work, and supporting the appropriate operation of the back office work. As a result, even if there is no appropriate person in-house for a back office work, the support device 1 can support the progress of the back office work by allocating an appropriate person from external personnel managed using the human resources information database 132.

[0146] In steps S16 to S18, the support device 1 executes a process to provide management advice (presenting financial indicators, proposing subsidies, etc.) based on the financial situation, thereby assisting the user in selecting and appropriately operating the necessary back-office management tasks, regardless of the level of knowledge accumulated regarding finance and management.

[0147] In steps S19 to S21, the support device 1 executes a process to inspect documents related to back office operations, thereby supporting the proper operation of document inspection regardless of the level of accumulated knowledge regarding document inspection.

[0148] In steps S22 to S24, the support device 1 executes a process to automatically generate documents related to back office operations, thereby supporting the appropriate drafting of documents regardless of the level of accumulated knowledge related to drafting documents.

[0149] As described above, the support device 1 that executes the support process described above can support the user in selecting and appropriately operating the necessary back-office operations, regardless of the level of accumulated knowledge related to the back-office operations.

[0150] <Example of use of the support device 1 of this embodiment> The following is an example of how the support device 1 of this embodiment is used.

[0151] [Data update] A user of each company instructs the support device 1 via terminal T to update the business information and human resource information related to the company. The support device 1 updates the business information stored in the business information database 131 and the human resource information stored in the human resource information database 132. In addition, the administrator instructs the support device 1 via terminal T to update the advice information. The support device 1 updates the advice information stored in the advice information database 133. In addition, the user instructs the support device 1 to update business knowledge such as business manuals, the company's financial situation, etc., as necessary. The support device 1 updates these pieces of data.

[0152] [Confirmation of necessary back-office operations] The user sends a command to the support device 1 via the terminal T to propose a back-office task along with the attributes of the company. The support device 1 refers to the above-mentioned task information managed using the task information database 131 and proposes a back-office task according to the attributes. The user refers to the proposed back-office task and executes the required back-office task.

[0153] [Task / personnel allocation] The user asks the support device 1 via terminal T which tasks to assign to human resources. The support device 1 refers to the above-mentioned human resources information managed using the human resources information database 132 and proposes the allocation of back office tasks suitable for the human resources. The user also asks the support device 1 via terminal T which human resources to assign to back office tasks. The support device 1 refers to the above-mentioned human resources information managed using the human resources information database 132 and proposes the allocation of in-house or external human resources suitable for the back office tasks. The user improves the allocation of back office tasks and human resources in accordance with these proposals.

[0154] [Management advice] The user asks the support device 1 for management advice according to the financial situation via the terminal T. The support device 1 provides management advice according to the financial situation by referring to the above-mentioned advice information managed using the advice information database 133. The user improves the management based on the advice.

[0155] [Document inspection / draft] A user instructs the support device 1 to inspect a document related to back-office operations via a terminal T. The support device 1 uses a machine learning model to provide the inspection results of the document. The user uses the inspection results to improve the document.

[0156] Furthermore, the user instructs the support device 1 to generate a document related to back-office work via the terminal T. The support device 1 generates and provides the document using a large-scale language model. The user uses the document as a draft to efficiently create the document.

[0157] It should be noted that within the scope of the concept of the present invention, those skilled in the art may conceive of various modifications and alterations. Therefore, it is understood that such modifications and alterations fall within the scope of the present invention. For example, even if a person skilled in the art appropriately adds, deletes, or modifies components of the above-described embodiment, or adds, omits, or modifies the conditions of a process, such modifications are also included within the scope of the present invention as long as they maintain the gist of the present invention. [Explanation of symbols]

[0158] S System 1 Support equipment 11 Control section 111 Business Information Management Department 112 Human Resources Information Management Department 113 Advice Information Management Department 114 Target attribute acquisition unit 115 Business proposal department 116 Allocation Proposal Department 117 Human Resources Proposal Department 118 Financial Status Acquisition Department 119 Advice Department 120 Data Inspection Department 121 Data Generation Unit 13 Storage section 131 Business Information Database 132 Human Resources Information Database 133 Advice Information Database 14 Communications Department N Network T-Terminal

Claims

1. a business information management unit that manages business information that associates attributes of a company with back-office business performed by the company; a target attribute acquisition unit that acquires target attributes that are attributes of the target company; a business proposal unit that proposes back-office business to the target company based on the plurality of business information managed by the business information management unit and the target attributes; Equipped with the business information management unit is configured to manage business information relating to company attributes including company size and business information relating to company attributes including company fiscal month; the target attribute acquisition unit is configured to acquire target attributes of the company including the company size and the company including the company's fiscal year end month; the business proposal unit proposes the back-office business associated with the attribute that matches the target attribute in the business information; A device to support back office operations.

2. a human resources information management department that manages human resources information that associates back office operations with the human resources that perform the back office operations; an allocation proposal unit that proposes to the target company back office tasks to be allocated to the human resources from among the plurality of back office tasks based on the plurality of back office tasks proposed by the business proposal unit and the plurality of human resources information managed by the human resources information management unit; Furthermore, the human resources information management unit is configured to manage human resources information including the contribution of back office work related to internal human resources within the target company; the allocation proposal unit proposes the back-office operations based on the contribution degree. The support device according to claim 1 .

3. a human resources proposal unit that proposes human resources to the target company to be in charge of the back office work based on the back office work proposed by the work proposal unit and a plurality of human resources information managed by the human resources information management unit; The human resources information management unit is configured to further manage human resources information including a contribution degree of back office work related to external human resources outside the target company, the talent suggestion unit suggests the talent based on the contribution level, The support device according to claim 2 .

4. The support device according to claim 3 , wherein the human resource proposal unit, when proposing the external human resource, provides employment information for employing the external human resource.

5. an advice information management unit that manages advice information that associates financial situations with management advice for companies with the financial situations; a financial status acquisition unit that acquires financial status of the target company; an advice providing unit that provides management advice to the target company based on the plurality of pieces of advice information managed by the advice information management unit and the financial situation; Further provided with The support device according to claim 1 .

6. The system further includes a fundraising collaboration unit that manages data related to payments made to the target company, transmits instructions related to the payment being made to the business operator involved in the action, and transmits reports from the business operator involved in the action to the target company; The advice includes advice on how the target company can obtain credit, raise capital, and improve cash flow. The support device according to claim 5.

7. further comprising a data inspection unit that inspects data related to the back office operations, the data inspection unit outputs the inspection result of the data by processing using a machine learning model that has been pre-trained using training data that includes the data as an explanatory variable and the inspection result of the data as a target variable. The support device according to claim 1 .

8. further comprising a data generation unit that generates data related to the back office operations, the data generation unit generates the data by processing using a large-scale language model that has been pre-trained using training data that includes the back-office operations as explanatory variables and the data as a target variable. The support device according to claim 1 .

9. The support device according to claim 1 , further comprising an information linking unit that transmits data provided by the in-house personnel of the target company to other in-house personnel of the target company or external personnel of the target company.

10. The support device according to claim 1 , further comprising an API unit that acquires data from an external device via an API related to the external device.

11. The support device according to claim 1 , further comprising a task status analysis unit that generates an analysis result of the task information managed by the task information management unit.

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