Information processing system, information processing method, and program

Abstract

To provide an information processing system, an information processing method, and a program for supporting the management of cases in a business. [Solution] An information processing system comprising: a case information storage unit that stores case detail information for each case, including information indicating the case status and / or schedule; a case classification unit that classifies cases into categories corresponding to their status in a target period for each unit period based on the case detail information; and a case list output unit that outputs a case list for each category based on the case classification results, and presents action labels indicating action items corresponding to the status of the category in the details column of each case shown in the case list.

Description

[Technical field]

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

[0002] As a service for supporting business execution in resource management-type businesses, a system that matches (assigns) resources such as human resources to cases is known. For example, Patent Document 1 discloses a system that calculates a score related to the compatibility between a case and human resources, and then matches the optimal human resources to the case. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2021-128434 A Summary of the Invention [Problem to be solved by the invention]

[0004] Project and resource management systems used in resource management-type businesses require a framework that encompasses multiple functions, such as not only a function to assist in the allocation of resources to projects, but also a function to manage actions for projects, manage tasks according to resources, and create business opportunities based on the matching status of projects and resources.

[0005] One objective of the exemplary embodiments of the present disclosure is to provide an information processing system, an information processing method, and a program for supporting case management in a business. [Means for solving the problem]

[0006] An information processing system according to one aspect of the present disclosure includes: a case information storage unit that stores case detailed information including information indicating a status and / or a schedule of each case; a case classification unit that classifies the cases into categories according to statuses in a target period for each unit period based on the case detailed information; a case list output unit that outputs a case list for each category based on the case classification result, The case list output unit presents, in a details column of each case shown in the case list, an action label indicating an action item corresponding to the status of the category.

[0007] By having the above-mentioned features, the information management system can manage business cases according to their status and can encourage actions according to the case status.

[0008] Other problems and other solutions disclosed in the present application will become apparent from the embodiments and drawings of the present disclosure. [Brief description of the drawings]

[0009] [Figure 1] FIG. 1 is a diagram illustrating an example of a configuration of an information processing system according to an embodiment of the present disclosure. [Diagram 2] FIG. 2 is a block diagram illustrating an example of a hardware configuration of the management server 1 shown in FIG. [Diagram 3] FIG. 3 is a block diagram illustrating an example of the software configuration of the management server 1 and the user terminal 2. As shown in FIG. [Figure 4] FIG. 4 is a schematic diagram showing an example of a UI (User Interface) including a first display unit and a second display unit. [Diagram 5] FIG. 5 is a schematic diagram illustrating an example of a list of cases by category in a given period. [Figure 6] FIG. 6 is a schematic diagram showing another example of the UI. [Figure 7] FIG. 7 is a schematic diagram showing an example of the case registration screen. [Figure 8]FIG. 8 is a schematic diagram showing an example of the case plan registration screen. [Figure 9] FIG. 9 is a flowchart showing an example of information processing related to a case list for each category. [Figure 10] FIG. 10 is a flowchart showing an example of information processing related to a resource list for each category. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0010] Hereinafter, an information processing system according to an embodiment of the present disclosure will be described with reference to the drawings. In each of the attached drawings, identical or similar elements are given identical or similar reference symbols and names, and duplicate descriptions of identical or similar elements may be omitted in the description of the embodiment. Note that the contents shown in each drawing are merely examples for explaining the present embodiment, and are merely schematic examples for easy explanation of the present embodiment. The contents of each drawing may be modified or changed within the scope of no technical problem.

[0011] <System Overview> The information processing system according to this embodiment is a system for supporting the management of cases and resources in a resource management type business.

[0012] Here, the "resource management business" described in this embodiment refers to a business model in which limited resources are appropriately allocated and managed in response to customer requests, and profits are earned by providing services using such resources. Furthermore, "resources" refers to management resources such as human resources, machines, facilities, and space that are directly owned or can be procured from outside by the business operator who develops such a business.

[0013] The information processing system of this embodiment is not particularly limited to certain industries. For example, the information processing system of this embodiment can be applied to industries in which human resources are the main resource, such as consulting, IT, temporary staffing, and accounting / law offices, industries in which machines or equipment are the main resource, such as construction, rental, and data centers, industries in which vehicles are the main resource, such as transportation, taxi, and rental car, industries in which facilities or spaces are the main resource, such as coworking spaces, event space management, and warehousing, and industries that handle multiple resources, such as the event industry (resources: venues, equipment, and staff), and is particularly suitable for industries in which human resources are the main resource.

[0014] The information processing system of this embodiment provides a service to support the management of cases and resources to users who are businesses engaged in resource management-type businesses as described above. Here, in this embodiment, a "case" refers to an individual business unit to which resources owned and / or available by a user organization must be invested in order to achieve a set result in a specific period of time based on a request from a customer and / or a business plan of the customer organization. For ease of explanation, in this embodiment, the details of the information processing system will be described by taking human resources as resources and the tasks performed by the human resources as examples. However, as described above, the business form to which the information processing system of this embodiment can be applied is not limited to the form in which human resources are used as resources.

[0015] <Components of an information processing system> As shown in FIG. 1, the information processing system of this embodiment includes a management server 1 and one or more user terminals 2. The management server 1 and the user terminals 2 are communicatively connected via a network NW. In this embodiment, the network NW is mainly assumed to be the Internet, but the network NW is not limited to the Internet and may be constructed, for example, by a public telephone line network, a mobile phone line network, a wireless communication network, Ethernet (registered trademark), or the like. Although omitted in FIG. 1, in the information processing system, a terminal owned by an associated business with which the user's business has a business partnership or is outsourced may be communicatively connected to the management server 1 via the network NW.

[0016] The management server 1 is an information processing device managed by an operating company that provides services related to the information processing system. The management server 1 may be a general-purpose computer such as a workstation or a personal computer, or may be logically realized by cloud computing. The user terminal 2 is an information processing terminal owned by a company that operates a resource management type business or a user who is an employee of the company. In the information processing system, user terminals 2 owned by multiple users belonging to one user organization may be connected to the management server 1 via a network. The user terminal 2 may be a general-purpose computer such as a workstation or a personal computer, or may be a mobile terminal such as a smartphone or a tablet.

[0017] <Hardware configuration of Management Server 1> 2, the management server 1 includes at least a processor 10, a memory 11, a storage 12, a transmission / reception unit 13, an input / output device 14, etc., which are electrically connected to each other via a bus 16. Note that the illustrated configuration is an example, and the management server 1 may have other configurations.

[0018] The processor 10 is a computing device that controls the operation of the entire management server 1, controls the transmission and reception of data between each element, and performs information processing necessary for application execution and authentication processing. For example, the processor 10 is a CPU (Central Processing Unit) and / or a GPU (Graphics Processing Unit). Each functional unit of the processing unit 100 of the management server 1 is realized by the processor 10 executing a program stored in the storage 12 and deployed in the memory 11.

[0019] The memory 11 includes a main memory configured with a volatile storage device such as a DRAM (Dynamic Random Access Memory), and an auxiliary memory configured with a non-volatile storage device such as a flash memory, an HDD (Hard Disc Drive), etc. The memory 11 is used as a work area for the processor 10, and also stores a BIOS (Basic Input / Output System) that is executed when the management server 1 is started, various setting information, and the like.

[0020] The storage 12 stores various programs such as application programs. A database storing data used in each process may be constructed in the storage 12. For example, a storage unit 120 described later is realized as a part of the storage area of ​​the memory 11 and / or the storage 12.

[0021] The transmitting / receiving unit 13 is a communication interface for the management server 1 to communicate with various information processing terminals such as the user terminal 2 and / or terminals of related businesses via a communication network. The transmitting / receiving unit 13 may further include a short-range communication interface such as Bluetooth (registered trademark) and BLE (Bluetooth Low Energy) and / or a USB (Universal Serial Bus) terminal.

[0022] The input / output device 14 is an information input device such as a keyboard, a mouse, etc., and an output device such as a display, etc. The input / output device 14 may include a touch panel that has both functions of inputting and outputting information, and may include a printer, a speaker, etc. as output devices.

[0023] A bus 16 is commonly connected to all of the above elements, and transmits, for example, address signals, data signals and various control signals.

[0024] <Hardware configuration of user terminal 2> Like the management server 1, the user terminal 2 includes, for example, a processor, memory, storage, a transmission / reception unit, an input / output device, etc., which are electrically connected to each other via a bus. The above-mentioned components of the user terminal 2 are similar to the processor 10, memory 11, storage 12, transmission / reception unit 13, input / output device 14, and bus 16 of the management server 1, and therefore description thereof will be omitted. Note that, like the management server 1, the user terminal 2 may also have a configuration other than the above.

[0025] <Management Server 1 Functions (Software Configuration)> 3 is a block diagram illustrating functions (software configuration) implemented in the management server 1 and the user terminal 2. The management server 1 may include, for example, a case classification unit 101, a resource classification unit 102, a case list output unit 103, a case information update unit 104, a resource list output unit 105, an assignment related processing unit 106, a resource introduction processing unit 107, a case registration unit 108, a case introduction processing unit 109, and a case planning unit 110. The storage unit 120 of the management server 1 may include various databases such as a case information storage unit 121 and a resource information storage unit 122. Each functional unit included in the processing unit 100 of the management server 1 illustrated in FIG. 3 is illustrated as a functional unit realized by the processor 10 of the management server 1, but some or all of the various functional units may be realized in the processor of the user terminal 2.

[0026] The case information storage unit 121 is a database that stores information on individual cases managed by a user organization (hereinafter, may be referred to as case-related information). The case information storage unit 121 may store basic information on cases, including, for example, a case ID that is an identification number that uniquely identifies a case, a case name, client information including information on a client organization (company name, department, person in charge, etc.), and contract information indicating a contract type such as quasi-entrustment, dispatch, or contract work. The case information storage unit 121 may also store detailed information, such as status-related information, schedule information, condition information, and responsible resource-related information, in association with the case ID.

[0027] The case status-related information is information that indicates the current state of the case. For example, the case status-related information may include information that specifies a basic status of the case, such as not yet received, received, or completed, and may also include information that specifies a detailed status corresponding to the basic status.

[0028] The detailed status in the pre-order stage may be set to one or more of the following: a status indicating that the order has not yet been received, a confirmed order status indicating that the order has been officially received, and a canceled negotiation status indicating that the negotiation will end without receiving an order. The status in the pre-order stage may include a proposal preparation status indicating that the negotiation has not yet started, a proposal in progress indicating that the negotiation with the customer has started, a quote submitted indicating that a quote has been submitted for the proposal content, and a quote adjustment status indicating that the quote content is being adjusted with the customer.

[0029] The detailed status at the stage of receiving an order may be set to, for example, one or more of a status indicating a status regarding the contract status, a status indicating a status regarding the assignment status, a status indicating a process in progress, a status indicating a status regarding a progress status, and a status indicating a status regarding a change in plan. The status regarding the contract status may include statuses such as "contract being prepared," "contract being reviewed," and "contract signed." The status regarding the assignment status may include "resource being selected," which indicates a status in which resources required for the project execution are being selected, and "resource assigned," which indicates a status in which resource allocation has been completed.

[0030] The status indicating the process in progress may include a status of "preparation" indicating a state in which preparations are being made to start the case, a status of "execution" indicating a state in which the case is actually being executed, and a status of "finalization" indicating a state in which final work is being done to finish the case. The status relating to the progress may include a status of "on track" indicating a state in which a problem such as a delay may occur, a status of "attention required" indicating a state in which a problem such as a delay has occurred, and the like. Furthermore, when a change to the plan is required, the status indicating the state relating to the plan change may include a status of "plan change under consideration" indicating a state in which the change is being considered, and a status of "plan change confirmed" indicating a state in which the plan change has been confirmed.

[0031] The detailed status at the end stage may be set to, for example, one or more of a status regarding the completion procedure, a status regarding the continuing negotiation, and an archived status indicating that all procedures in the case have been completed and the case is managed as a past case. The status regarding the completion procedure may include a status such as a deliverable delivered, indicating that the delivery of the deliverable has been completed, a status of final confirmation in progress, indicating that the final confirmation of the deliverable is being made, a status of a receipt received from the customer, and a status of payment confirmed, indicating that confirmation of payment has been completed. The status regarding the continuing negotiation may include a status of preparing for a continuing negotiation, indicating that a proposal for a continuing contract is being made, a status of continuing proposal in progress, a status of continuing confirmed, indicating that a continuing contract has been confirmed, and a status of not continuing, indicating that a continuing contract has been confirmed.

[0032] The above-mentioned classification of the case status-related information is merely an example, and the setting of the status-related information is not limited to the above example. For example, the basic status may be divided into finer groups than the above, and intermediate classifications such as the status of the preparation stage before the case is carried out and the status at the time of execution may be included. Furthermore, classification of the status-related information such as the basic status and detailed status may be dynamically set by the user or the operator of the system according to the type of business or the characteristics of the case. Furthermore, when one case includes multiple tasks and / or multiple processes, the status-related information of the case may include status information for each task and / or status information for each process.

[0033] The case information storage unit 121 may store both schedule information of a plan set for a case and schedule information of actual results as the schedule information of each case. In this case, a schedule set in advance such as a planned date may be replaced with actual results information indicating the date and time (actual results date) registered as actual results. The schedule information (plan and / or actual results) of a case may include, for example, one or more of a schedule related to a contract, a schedule related to a deliverable, and a schedule related to the execution period of the case.

[0034] The schedule for the contract may include the contract start date and the contract completion date. The schedule for the deliverable may include the delivery date of the final deliverable, the inspection date, the delivery date of the intermediate deliverable, and other information on deadlines set for the project. The planned deadlines for these deliverables may be set so that when the actual date is registered, the actual date is referenced instead of the planned date.

[0035] The execution period of an item is information indicating the period during which a resource operates within a contract period, and is specified, for example, by the start date (which may be the start month) and end date (which may be the end month) of the item. The schedule information regarding the execution period includes a planned execution period (planned period), and this planned period is set based on the user's expectations, the negotiation status, or the contract contents at a predetermined timing, such as before an order is received, when an order is confirmed, when a contract is made, when a plan for the item is formulated, or when a plan is changed, and a previously set planned period (for example, a planned period set at a stage before an order is received) may be updated at a later timing (for example, after an order is confirmed). The information regarding the execution period may include not only the above-mentioned planned period, but also an actual period (which may be a period specified in months) specified by the actual start date and / or end date of the item. When multiple tasks and / or multiple processes are set for one item, the schedule information regarding the execution period may include the execution period (planned and actual) for each task and / or the execution period (planned and actual) for each process.

[0036] The condition information of a case is information indicating various setting conditions required for the case, and the condition information is registered for each case in the case information storage unit 121. The condition information of a case may include, for example, a setting condition related to a price, a setting condition related to man-hours, and a setting condition related to skills.

[0037] The set condition regarding the amount may be, for example, a budget amount allocated to the case by a client who is a customer of the user organization, an estimated amount set by the user organization, or a contract amount agreed upon between the user organization and the customer at the time of contract conclusion. The set condition regarding the man-hours is a setting that indicates the amount of work required by a resource to complete the case. Man-hours are expressed in units such as "person-hours (a unit in which the amount of work that one person can complete in one hour of work is expressed by 1)", "person-days (a unit in which the amount of work that one person can complete in one day of work is expressed by 1)" or "person-months (a unit in which the amount of work that one person can complete in one month is expressed by 1)". The set condition regarding skills is, for example, a setting that specifies the skills of a resource required to carry out the case. Skills include various skills such as qualifications, career, and proficiency required of a resource, and are not particularly limited. Each case may have any one of the above conditions set as condition information, or multiple types of conditions set.

[0038] The resource-in-charge related information is information indicating a resource assigned to a case as a person in charge or a candidate in charge. For example, the resource-in-charge related information may include resource-in-charge information indicating the ID and role of a resource assigned to a case, candidate resource information indicating the ID of a resource under consideration as a candidate in charge of the case, and information regarding a change in responsibility (for example, a request for a change in responsibility received from a requester, a history of the change in responsibility, and the like). Each case may be handled by one resource, or multiple resources may be assigned to one case. The number of people assigned to one case is not particularly limited, and may be set for each case depending on the contents of the case. When multiple resources are assigned to one case, the allocation of man-hours to each resource in the case may be set. When an external resource is assigned to the case, information identifying the external resource, information regarding the man-hours allocated to the external resource, and the like may be included in the resource-in-charge related information.

[0039] The information stored in the case information storage unit 121 is not limited to the above-mentioned basic information and detailed information (status-related information, schedule information, condition information, and responsible resource-related information). For example, the case information storage unit 121 may store information indicating the order probability set for a case before receiving an order. The order probability is an index indicating the possibility of receiving an order, and may be expressed as a graded index such as "Probability A" indicating a high possibility of receiving an order, "Probability B" indicating a medium probability of receiving an order, and "Probability C" indicating a low or unknown probability of receiving an order. In addition, the case information storage unit 121 may store document data related to a case in association with a case ID. The document data related to a case may include, for example, a proposal, an estimate, a purchase order, a contract, an invoice, a contract-related document, a document related to a deliverable, and the like, and is not particularly limited. In addition, a plurality of tasks and / or a plurality of steps may be set for one case, and the case information storage unit 121 may store detailed information for each task and / or detailed information for each step as detailed information of the case.

[0040] The resource information storage unit 122 is a database that stores information on individual resources that can be utilized by a user organization (hereinafter, may be referred to as resource-related information). The resource information storage unit 122 stores basic information including, for example, a resource ID that is an identification number that uniquely identifies a resource, the name of the resource, and basic attribute information (for example, date of birth, gender, date of joining the company, etc.). The resource information storage unit 122 may also store detailed information such as personnel information, sales information, assignment information, skill information, career information, and operating status information in association with the resource ID.

[0041] The personnel information may include, for example, information on the resource's affiliation, job title, and working status. Examples of information on working status include the number of remaining paid holidays, information on planned paid holidays, information on leave status, and information on reduced working hours. The sales information of the resource includes, for example, information indicating the resource's basic man-hours and basic unit price. The basic man-hours refers to the amount of work per unit period that the resource can operate, and is expressed in units such as "man-hours," "man-days," and "man-months." For example, the basic man-hours per month is generally expressed as 1.0 man-month, but the detailed resource information may register an actual basic man-hours as man-hour setting information for the resource. The actual basic man-hours refers to the man-hours obtained by subtracting the man-hours that cannot be effectively allocated to a case from the basic man-hours (the maximum man-hours that can be allocated in a unit period).

[0042] For example, when information on working conditions such as planned paid leave, leave of absence, and reduced-hours work is registered, the actual basic man-hours may be set by subtracting the man-hours for paid leave, leave of absence, and reduced-hours from the basic man-hours. In addition, when a resource is not only in charge of work related to external cases but also in charge of internal work such as in-house clerical work, the actual basic man-hours may be set by subtracting the man-hours required for such internal work from the basic man-hours. The basic unit price may be an amount equivalent to a salary per unit period, or may be a unit price when working on work of the basic man-hours per unit period (i.e., a unit price per unit man-hour). An individual unit price per case may be set as information related to the basic unit price. When the actual basic man-hours are set for a resource, the actual unit price may be set instead of the basic unit price or in addition to the basic unit price. The actual unit price is calculated by multiplying the actual basic man-hours by the basic unit price per unit period.

[0043] The assignment information is information indicating the allocation status of resources to cases. For example, the assignment information may include information specifying a case to which a resource is assigned or a case for which a resource is considered as a candidate, using a case ID. Cases registered in the resource assignment information may include not only current and future cases, but also archived past cases. The assignment information may include information indicating the division of responsibility for each case (e.g., main person in charge, sub person in charge, etc.), the assignment period (start date and end date), the man-hours allocated to the resource for each case, and the role (e.g., project manager, technical leader, etc.) in addition to information specifying the case. This assignment information may be managed in association with the resource-related information for the case stored in the case information storage unit 121.

[0044] The skill information is information indicating the technical skills possessed by the resource. For example, the skill information may include the qualifications held, the skills acquired, the areas of expertise, and the level of proficiency in each skill (for example, graded indicators such as expert, advanced, intermediate, etc.). The career information is information indicating the work experience of the resource, and may include information such as the cases handled in the past, the years of work experience, and the client industries in which the resource has experience.

[0045] The resource information storage unit 122 may store operation status information calculated by the resource classification unit 102 described later in association with a resource ID. The operation status information is information indicating the operation state of a resource. The operation status information may include not only the current operation status but also operation results indicating past operation statuses and operation schedules indicating future operation statuses. The operation status information is collected for each unit period, such as monthly, weekly, daily, or hourly, and is updated periodically or at any timing. The operation status may be expressed by the allocated man-hours or available man-hours in the unit period, or may be expressed by an operation rate (which may be called an allocation rate) indicated by the ratio of the allocated man-hours to the basic man-hours, or may be expressed by a sales rate based on a monetary amount instead of the man-hours. The man-hours used as a basis for expressing the operation status may be actual basic man-hours instead of basic man-hours.

[0046] In this embodiment, the resource information storage unit 122 may be configured to manage information separately according to the type of resource. For example, the resource information storage unit 122 may include an internal resource DB 1221 and an external resource DB 1222.

[0047] The internal resource DB 1221 is a database that stores information about internal resources (e.g., in-house resources such as employees) owned by the user organization. In the internal resource DB 1221, the basic information and detailed information of the resource information storage unit 122 described above are registered for internal resources directly managed by the user organization.

[0048] The external resource DB 1222 is a database that stores information on related businesses (i.e., outsourcing companies) with which the user organization has business collaboration or outsources work when carrying out a project. The related businesses of the outsourcing companies may be individuals or external companies that are organizations. The external resource DB 1222 may store basic information such as a business ID, a business name, and an address that uniquely identifies the related business. The external resource DB 1222 may also store detailed information such as a track record of accepting projects, areas of expertise, and available skills in association with the business ID. Furthermore, the external resource DB 1222 may register information on individual resources managed by the related business in a format similar to that of the resource information storage unit 122 described above. However, the content and update frequency of the resource information in the external resource DB 1222 may be limited based on a contract with the related business and an operation policy.

[0049] The information stored in the resource information storage unit 122 is not limited to the above-mentioned basic information and detailed information (personnel information, sales information, assignment information, skill information, career information, and operation status information). For example, the detailed information of the resource may include performance information including cases that the resource has handled in the past, business partner information (customers) that have handled cases in the past, and the like. In addition, the resource information storage unit 122 may register information indicating the orientation related to the career of each resource, and the assignment process of the resource to the case may be performed by referring to this orientation information. The management form of the information in the resource information storage unit 122 is not limited to the above-mentioned internal / external distinction. For example, the information may be managed separately according to the type of resource (human resources, facilities, machines, etc.), or may be managed separately according to a geographical division such as the location or area of ​​responsibility of the resource.

[0050] The case classification unit 101 classifies the cases into categories according to the status in the target period for each unit period based on the detailed information for each case stored in the case information storage unit 121. Here, the unit period may be quarterly, monthly, weekly, daily, or the like, and is not particularly limited. The category for classifying the cases is not particularly limited, and can be appropriately set according to the nature of the case, the type of work in the case, and the like. For example, the category for classifying the cases may be set according to the basic status items set in the status-related information of the case, and the category according to the status may include a "start stage category," a "continuation stage category," and a "finish stage category." The case classification unit 101 divides the period from a predetermined time point in the past to the present and from the present to a predetermined time point in the future into unit periods, and then classifies each case into a category according to the status for each divided unit period by referring to the status-related information and / or schedule information of each case.

[0051] For example, the case classification unit 101 may classify cases according to the period to be classified as follows. For a period including the present, the case is classified based on the status-related information (information indicating the current case state) registered in the detailed information of each case in the case information storage unit 121. For a period prior to the present, the case is classified by specifying the status of each case for each past period with reference to the status-related information indicating the current situation and the schedule information registered as actual results. For a period prior to the present, the case is classified by specifying the predicted status of each case for each future period with reference to the status-related information indicating the current situation and the schedule information registered as plans. In this case, when classifying cases according to the classification settings of "start stage classification", "continuation stage classification", and "end stage classification", cases that have not yet been officially accepted in the target period are classified into the "start stage classification", cases that are in progress in the target period are classified into the "continuation stage classification", and cases that are scheduled to be completed within the target period are classified into the "end stage classification".

[0052] The case classification unit 101 classifies cases into categories according to the above-mentioned status and tallies the number of cases in each category. Then, the case classification unit 101 displays the tallied results for each unit period on a first display unit of a user interface (hereinafter referred to as UI) provided by an application program of the information processing system.

[0053] Fig. 4 is a schematic diagram illustrating an example of a UI screen presented on the user terminal 2. In Fig. 4, a first display section is presented on the left side of the screen, and a second display section is presented on the right side of the screen. The first display section is a display area that provides macro information showing the overall status of cases and resources for each period. The second display section is a display area that presents a case list or resource list (described below) and provides micro information showing the individual status of cases or resources in a specified target period.

[0054] In the first display unit of FIG. 4, the number of cases in each category is presented as an aggregated result along with an icon representing each category of cases for each period. The aggregated result may be shown as a numerical value for the number of cases in each category as in FIG. 4, or may be displayed as an icon of a size according to the number of cases in each category. Selection of a list of cases for a specific period to be displayed in the second display unit may be performed, for example, via an icon for each category presented in the first display unit. Note that the UI shown in FIG. 4 is merely an example, and the UI provided by the information processing system is not limited to the example of FIG. 4.

[0055] The resource classification unit 102 classifies resources into categories according to the operating status in a target period for each unit period based on the detailed information for each resource stored in the resource information storage unit 122. The unit period may be quarterly, monthly, weekly, daily, or the like, as in the classification of cases, and is not particularly limited. The number of categories according to the operating status, the threshold value separating the categories, and the like are not particularly limited, and can be set appropriately according to the type of resource, the business form of the case, and the like.

[0056] For example, the classification according to the operating status may include an "available classification (available resource classification)" for classifying resources with available man-hours, and a "full operating classification" for classifying resources with almost no available man-hours, and may also include an "outsourcing classification" for classifying external resources whose operating status is not to be grasped. In this classification example, internal resources with an operating rate below a predetermined threshold (or with available man-hours equal to or greater than a predetermined value) may be classified as an "available classification," and internal resources with an operating rate equal to or greater than the predetermined threshold (or with available man-hours less than a predetermined value) may be classified as a "full operating classification." In other words, the definition of full operating status is not limited to 100% operating rate, and a value less than 100% operating rate (e.g. 90%) may be set as the threshold, taking into account the acquisition of paid leave, etc.

[0057] Although the above shows an example in which internal resources are classified into two categories, "available category" and "full operation category", using one threshold, the classification of internal resources is not limited to the above example. For example, multiple thresholds for the operation status may be set, and internal resources may be classified into finer categories than the above using multiple thresholds. In other words, a category may be set in which the available category is divided into two or more categories.

[0058] Resource classification may be performed, for example, in the following manner. The resource classification unit 102 first divides the period from a predetermined time in the past to the present, and from the present to a predetermined time in the future, into unit periods. The resource classification unit 102 then identifies the man-hours allocated to the resource in each period from the assignment information and / or the schedule information of each identified case. The resource classification unit 102 calculates the operating status for each period from the man-hours allocated for each period, and generates operating status information.

[0059] Specifically, the operating status for a period prior to the present may be determined by specifying the man-hours allocated to resources in a past period and the operating status calculated from the man-hours based on assignment information (particularly, information on man-hours allocated to resources for each project) and actual schedule information. Note that, if data on past classification is available, the operating status for the past period may be specified by referring to the operating status information at that time. For a period including the present, the operating status may be calculated from information on the man-hours allocated to resources for each project in the current period, which is included in the assignment information. For a period prior to the present, the operating status may be specified based on the assignment information and planned schedule information. Based on the specified operating status information, the resource classification unit 102 classifies each resource into a category corresponding to the operating status for each period.

[0060] The resource classification unit 102 classifies resources into categories according to the operating status as described above, and tallies the number of resources in each category. Then, the resource classification unit 102 displays the tallied results for each unit period on the first display unit of the UI. In the first display unit of FIG. 4, the number of resources in each category is presented as the tallied result together with an icon representing each resource category for each period. The tallied result may be shown as a numerical value for the number of resources in each category as in FIG. 4, or may be displayed as an icon of a size according to the number of resources in each category. Selection of a resource list for a specific period to be displayed on the second display unit may be performed, for example, via the icon of each category presented on the first display unit.

[0061] In addition to the tabulation results of each category of projects and resources, the details column for each period in the first display unit may also present the results of evaluating the degree of balance between projects and resources. The processing unit of the management server 1 may have a function of an evaluation unit that evaluates the degree of balance between projects and resources for each unit period.

[0062] In this case, the evaluation unit may calculate the degree of balance based on man-hours and the degree of balance based on monetary amount, and the first display unit may be capable of switching between the evaluation result of the degree of balance based on man-hours and the evaluation result of the degree of balance based on monetary amount, depending on the user's selection. The degree of balance based on man-hours may be expressed, for example, as a ratio of the total of the man-hours set for each case in the target period to the total of the basic man-hours of each internal resource. The degree of balance based on monetary amount may be expressed, for example, as a ratio of the total of the monetary amount set for each case in the target period to the total of the basic unit price of each internal resource. The denominator of the degree of balance may be, in addition to the above, a target value for the target period (target sales amount, man-hours according to the target number of cases), etc.

[0063] Furthermore, the cases to be treated as targets for calculating the degree of balance are cases that have not yet been accepted during the target period and cases that have been accepted (not including cases that have been completed during the past period (archived cases)), and the evaluation result of the degree of balance may be presented on the first display unit in a form in which the proportion of cases that have not yet been accepted and the proportion of cases that have been accepted can be distinguished.The first display unit may present an evaluation result indicating whether there is a shortage of resources (a state of many cases) or a shortage of cases (a state of many resources) based on the above proportions.

[0064] The case list output unit 103 generates a case list for each category based on the case classification results by the case classification unit 101. The case list for each category is a list that presents a list of cases classified into target categories for each unit period, together with a details field that presents information about each case. The case list output unit 103 presents an action label that indicates an action item according to the status of the category in the details field of each case shown in the case list.

[0065] Here, in the information processing system of this embodiment, an "action" refers to an operation that concretizes information about a case (case-related information), and an "action item" refers to an item of data that is the subject of a concretization operation such as recording and / or updating. The action that concretizes information is linked to real work (business negotiations, planning, etc.) that occurs in actual cases of the user organization. In other words, the action label has the function of presenting information to be concretized according to the case status classification, and promoting real work such as business negotiations.

[0066] The action items presented in the action label are set according to the status of the case defined in the category, and different items are set for each category. The action items presented in the action label have a function of presenting data registered in the target item in a viewable manner, and also have a function as an information input item that accepts registration of new data and update of data for the target item. The specific contents of the action items presented in each category are not particularly limited, and may include, for example, an item representing a detailed status corresponding to a basic status defining the category. For example, the second display section (example of a case list in the start stage category) on the left side of the screen in FIG. 4 illustrates an example of an action label corresponding to the start stage, the example of a case list in the end stage category shown in FIG. 5(a) illustrates an example of an action label corresponding to the end stage, and the example of a case list in the continuation stage category shown in FIG. 5(b) illustrates an example of an action label corresponding to the continuation stage.

[0067] As shown in FIG. 4, in the case list in the start stage, an action label for concretizing the business negotiation work toward a formal order may be presented in the details column of each case. Specifically, the action label may include, as action items, one or more items among an item indicating the order status of the case, an item of detailed business negotiation information such as a memo during the business negotiation, and an item related to resources to be allocated to the case. The item indicating the order status may include an item indicating a detailed status such as "not received", "confirmed order", or "cancelled" and / or an item indicating the probability of receiving the order, and the detailed status of the work for receiving the order and / or the possibility of receiving the order are visualized to promote the business negotiation toward a formal order. The item related to resources to be allocated to the case is an item indicating information related to the responsible resources such as the number of resources to be allocated to the case, the specific responsible resources, and candidate resources, and promotes the concretization of the case execution system. The item of detailed business negotiation information is an item for registering and displaying information related to the content of the business negotiation such as a memo of the business negotiation in a specified format (which may be a text format or a document format), and promotes the concretization of the content of the business negotiation and sharing it within the user organization.

[0068] In addition to the above, the action label of the start stage category may include an action item related to the contract information of the case. The action item related to the contract information is an item that indicates the contract type of the case, such as "quasi-entrustment," "dispatch," "contract," or "other," and the contract information may be registered and updated via the action item.

[0069] As shown in FIG. 5(a), in the case list for the end stage category, an action label for concretizing the ongoing negotiation may be presented in the details column of each case. Specifically, the action label may include an item indicating the negotiation status of whether the case can be continued as an action item. The item indicating the negotiation status of whether the case can be continued is an item that indicates a detailed status in the end stage, such as "continued" or "not continued," and encourages concretization of the status of the ongoing negotiation. Also, the action label corresponding to the end stage category may include an item for detailed negotiation information, such as notes taken during the negotiation, as in the case of the start stage category.

[0070] As shown in FIG. 5(b), in the case list for the continuation stage, an action label for specifying the execution status of each case may be presented in the details column of each case. Specifically, the action label may include an item indicating the progress status of the case as an action item. The item indicating the progress status of the case is an item indicating a detailed status of the continuation stage such as "smooth", "caution", and "problem occurred", and encourages the specification of the progress status in the actual work and sharing within the user organization. In addition, the action label corresponding to the continuation stage may include an item related to resources assigned to the case. The resource-related item is an item indicating information related to the responsible resource such as the responsible resource and the number of resources, and the responsible resource can be changed by operating the item, and encourages the specification of information sharing within the user organization and changes to the case execution system.

[0071] 4 and 5 are merely examples, and the display mode and display contents of the action labels are not limited to the above examples, and can be set appropriately according to the contents of the projects, the business type, etc. In addition to the above-mentioned action labels, the details field for each project in the project list may present setting information for the target project (project name, amount, set man-hours, set period, sales representative, etc.), and other information that is helpful when the user operates the action labels may be presented.

[0072] The case list output unit 103 may display a case list corresponding to the selected period and category on the second display unit in response to the user selecting an icon of a predetermined period category presented on the first display unit (the user selecting a period and category via the tabulation result on the first display unit). In the example of Fig. 4, by selecting the icon of the start category of "January 2025", a case list corresponding to the "start category of January 2025" is displayed on the second display unit.

[0073] The case information update unit 104 executes a process of updating case-related information of a target case in response to a user's operation on an action label presented in a case list for each category. For example, when a user performs an operation to select a detailed status of a target case for an item representing a detailed status (e.g., clicking one of the icons "Received", "Not received", or "Cancelled" for a start category case, clicking one of the icons "Continued" or "Not continued" for a finish category case, clicking one of the icons "Smooth", "Caution", or "Problem" for a continuing category case, etc.), the case information update unit 104 updates the status-related information (particularly the detailed status information) of the target case in response to the user's selection operation.

[0074] Furthermore, the case information update unit 104 may execute a process of updating the resource-related information of the target case based on a user's operation on a "resource-related item" presented in an action label such as a start stage classification or a continuation stage classification. For example, when a user executes an operation of selecting an icon indicating a resource frame presented in an action label for any case in the case list (a selection operation of specifying the target case and requesting an assignment), the case information update unit 104 may output an assignment registration screen for assigning a resource to the target case on the UI in response to the selection operation. The assignment registration screen may present a list of allocatable resources, and may also present condition information of the target case including one or more of a setting condition regarding a monetary amount, a setting condition regarding man-hours, and a setting condition regarding skills.

[0075] Here, in the list of resources on the assignment registration screen, the resources may be sorted and displayed based on the degree of suitability (matching rate) of each resource for the target case, so that resources with a high degree of suitability are placed at the top. The degree of suitability may be expressed as a ratio of detailed information of the resource (basic unit price (actual unit price), basic man-hours (actual basic man-hours), skills, etc.) to condition information of the target case (amount, man-hours, skills, etc.). When sorting resources, a sorting condition related to available man-hours may be set so that resources with more available man-hours in the period specified in the first display unit are placed at the top. For sorting of resources, either the sorting condition of the degree of suitability or the sorting condition of the available man-hours may be applied, or one of them may be applied in combination with the sorting condition of the degree of suitability and the sorting condition of the available man-hours as a priority condition.

[0076] When a user performs an operation to select a resource from a resource list, the case information update unit 104 assigns the resource selected by the user to the "person in charge" or "candidate in charge" of the target case, and updates the responsible resource related information. The user may be able to specify whether to assign the selected resource as the "person in charge" or the "candidate in charge". In addition, the assignment registration screen may allow multiple resources to be assigned consecutively to the target case. The same processing as above may be adopted when assigning or changing resources via an action label of a continuation stage classification. Note that the processing related to the allocation of resources to the target case described above may be realized by the assignment related processing unit 106 described later, instead of the case information update unit 104.

[0077] The case information update unit 104 may accept input of a business negotiation memo, documents related to the business negotiation, etc., via the "business negotiation detail information item" presented in the action label such as the start stage category and the continuation stage category. These business negotiation detail information may be input by the user in text format, may be input in the form of a document attached by the user, or may be input in other selective input formats. The case information update unit 104 stores the input business negotiation detail information in the case information storage unit 121 in association with the ID of the target case. The registered business negotiation detail information may be viewable and displayed from the business negotiation detail information item of the action label. In addition, the case information update unit 104 may accept registration or update of the order acceptance probability in the item representing the order acceptance probability presented in the action label of the start stage category. The case related information updated by the case information update unit 104 varies depending on the item presented in the action label, and is set appropriately depending on the status of each category.

[0078] The resource list output unit 105 generates a resource list for each category according to the operating status, based on the resource classification result by the resource classification unit 102. The resource list for each category is a list that presents a list of resources classified into target categories for each unit period, together with a details field that presents information about each resource. The resource list output unit 105 presents reference information corresponding to the operating status of the category related to the resource, in the details field for each resource shown in the resource list. The reference information is set for each category and is not particularly limited.

[0079] For example, the reference information presented in the "full operation category" may include information identifying the projects for which the target resource is assigned. The reference information presented in the "outsourcing category" may also include information identifying the projects that have been requested of each associated company (outsourced company) presented in the list. In the resource reference information, each project may be presented with a specified icon, and detailed information on the specified project may be presented in response to the user selecting one of the icons.

[0080] The second display unit of the UI illustrated in FIG. 6 shows an example of a resource list in the availability category. In the resource list in the availability category, resources may be sorted and presented so that resources with low operating rates (sales rates) in the target period (resources with many available man-hours) are placed at the top. In the resource list in the "availability category," the resource list output unit 105 may present, as reference information, one or more of information on candidate cases, information on proposed cases, and information on assigned cases in the details field of each resource. A candidate case refers to a case to which the target resource is provisionally assigned as a candidate in charge, a proposed case refers to a case being proposed to a customer (an unreceived case or a case in the proposal stage), and an assigned case refers to a case to which the target resource has already been assigned as a person in charge. In the reference information in each detail field in FIG. 6, icons representing the proposed cases, candidate cases, and assigned cases, and the number of cases for each are presented.

[0081] The reference information of the "Availability Category" may have the same function as the action label in the case list. That is, the icons of each data item shown in the reference information (in the example of FIG. 6, the proposed case icon, the candidate case icon, and the assigned case icon) may have a function of presenting data registered in the target item in a viewable manner, and may also have a function as an information input item that accepts registration of new data and update of data for the target item. For example, the resource list output unit 105 may display a list of cases, detailed information, etc. corresponding to the specified icon in response to a user's operation of selecting one of the proposed case, candidate case, and assigned case icons. In addition, a process of assigning a target resource to a case may be executed via the proposed case icon and the candidate case icon, and a process of setting a case for a customer proposal may be executed via the proposed case icon.

[0082] In addition, when the internal resources are classified into three or more categories based on multiple thresholds related to the operating status, the same reference information as the above-mentioned available category may be applied to the category with available man-hours. For the category with an operating rate above a predetermined value, the information corresponding to the proposed case may be excluded from the reference information.

[0083] The resource list output unit 105 may display a resource list corresponding to the selected period and category on the second display unit in response to the user selecting an icon of a predetermined period category presented on the first display unit (a period and category selection operation by the user inputted via the tabulation result of the first display unit). In the example of FIG. 6, by selecting the icon of the "Availability category" of "January 2025", a resource list corresponding to the "Availability category of January 2025" is displayed on the second display unit.

[0084] The assignment-related processing unit 106 executes an assignment process for assigning a target resource designated by a user operation to a specific case in response to the user operation on reference information in a resource list of an available category. For example, in response to a user operation on a candidate case icon or a proposed case icon presented as reference information in a details field of any of the resources in the resource list, the assignment-related processing unit 106 outputs an assignment registration screen for assigning the target resource designated by the user operation.

[0085] On the assignment registration screen, if the user selects the icon of a proposed case, a list of cases registered as proposed cases is presented, and if the user selects the icon of a candidate case, a list of cases registered as proposed cases is presented. When the user selects one of the cases presented on the assignment registration screen, the assignment-related processing unit 106 assigns the target resource to the case selected by the user and updates the assignment information of the target resource (and other information related to the resource in charge of the selected case, etc.). If the selected case is a proposed case, the target resource may be registered as a candidate in charge of the selected case.

[0086] In the assignment registration screen, a list of proposed cases or candidate cases set for the target resource may be presented, and other resources set as candidates or people in charge of cases included in the list may be presented alongside the list of cases. By presenting in this way, a case to which the target resource is assigned can be selected in consideration of the allocation status of other candidates or people. In addition, when presenting the list of cases on the assignment registration screen, the assignment-related processing unit 106 may refer to one or more of the basic unit price, basic man-hours, skill information, and orientation information of the target resource, and execute a process of sorting the cases so that cases matching such detailed information of the target resource are placed at the top. The form and presented contents of the assignment registration screen are not limited to the above example, and can be set appropriately according to the user's industry and the characteristics of the cases.

[0087] The resource introduction processing unit 107 executes a process for introducing a target resource designated by a user operation on reference information in the resource list of the available category to a customer in response to the user operation. For example, a check box may be provided in the details column of each resource in the available resource list, and an operation for selecting one or more resources from the user may be accepted. Then, when the user executes an operation for requesting a proposal of the target resource to the customer (for example, a click operation on a proposal icon), the resource introduction processing unit 107 generates introduction information for introducing the target resource to the customer, with the selected resource as the target resource. At this time, the resource introduction processing unit 107 may accept a designation of a customer to whom the proposal is to be made from the user. For example, a list of customers may be displayed on the screen of the UI, and the user may select one or more customers from the list.

[0088] The introduction information includes information that indicates the target resource. For example, the introduction information may include one or more of basic information such as the resource's name, affiliation, and job title, the target resource's skill information (qualifications held, acquired skills, proficiency, etc.), career information (years of work experience, client industries in which the resource has experience, etc.), and schedule information that indicates the period during which new requests can be accepted. The information items included in the introduction information may be limited based on a contract with the client and an operation policy. For example, restrictions may be set such as excluding information that can identify an individual, or limiting the description of skills, experience, etc. to a general outline.

[0089] The resource introduction processing unit 107 may notify the sales representative of the user organization of the generated introduction information. In this case, the sales representative may provide the customer with the introduction information indicating the target resource. Alternatively, the resource introduction processing unit 107 may notify the generated introduction information to the customer's contact point designated by the user. The notification method may be email or other application programs for communication, and is not particularly limited, and any known notification method may be adopted. By providing such introduction information, the customer can grasp information on resources that are available in the user organization and can consider requesting a new case in which the resource can be used. The customer who receives the notification can make a decision such as, for example, "There is a case where the skills and experience of this resource can be utilized" or "If this resource is available, let's request this case from the user organization," which leads to the acquisition of a new case in the user organization.

[0090] As described above, the processing unit 100 of the management server 1 may be equipped with a resource introduction processing unit 107 that notifies the customer of resources with available man-hours, and instead of or together with the resource introduction processing unit 107, the processing unit 100 may have a function of creating cases for customer proposals related to resources (case registration unit 108 described below).

[0091] The case registration unit 108 outputs a case registration screen for creating a customer proposal related to a target resource specified by a user operation on reference information in the resource list of the available category. For example, FIG. 7 is a schematic diagram showing an example of the case registration screen. The case registration screen may be output by, for example, clicking a sub-icon with a "+" mark attached to the proposed case icon in FIG. 6, and the method of outputting the case registration screen is not particularly limited. The output button for the case registration screen may be provided at a position outside the detail column of each resource, so that the case registration screen can be output without specifying the target resource. In addition, when outputting the case registration screen, multiple resources may be specified as target resources from the resource list of the available category.

[0092] As shown in FIG. 7, the case registration screen may include input fields for registering basic information such as the case name, sales representative, proposed customer (multiple candidate customers may be registered), and contract type, and may also include input fields for registering detailed information such as the status, order probability, estimated man-hours, estimated amount, estimated period, candidate resources to be assigned, and other proposal contents. In the input field for the proposed customer, a list of candidates for proposal destinations, such as customers that the target resource has handled in the past and / or customers that match the skill information of the target resource, may be presented as reference information. The list of customers may be presented in the form of a pop-up, drop-down list, or the like, and the method of presenting the customer list is not particularly limited.

[0093] In addition, if there is a standardized proposal package used in sales activities in the user organization (if such a package is registered in the storage unit 120), candidates for the proposed package may be presented in the input field for detailed information. When the case registration screen is output after specifying a target resource, information for identifying the target resource, and information to be used as reference when creating a proposal, such as skill information and information on cases handled in the past, may be presented in the registration field for the candidate resource. There is no particular limitation on the method of presenting such reference information on the target resource (in FIG. 7, information on skills and qualifications, career information, and information on cases handled in the past are exemplified), and a link to the reference information may be placed on the case registration screen. In addition to the above, reference information useful for creating a customer proposal may be presented in a viewable manner on the case registration screen.

[0094] Based on the information input via the case registration screen as described above, the case registration unit 108 newly registers the case corresponding to the input information as a case to be proposed to the customer in the case information storage unit 121. Note that the case registration screen shown in Fig. 7 is merely a schematic example, and the form of the case registration screen, the input items, and the reference information to be presented are not particularly limited.

[0095] The case introduction processing unit 109 extracts unregistered assignment cases for which resource allocation has not been completed based on the case-related information stored in the case information storage unit 121, and executes processing related to resource recruitment for the unregistered assignment cases. Specifically, the case introduction processing unit 109 refers to the resource-in-charge information for each case registered in the case information storage unit 121, and extracts cases that have at least one undetermined slot for which no in-charge or in-charge candidate has been set. The case introduction processing unit 109 may directly identify the cases extracted in this way as unregistered assignment cases, or may identify cases narrowed down by predetermined conditions as unregistered assignment cases.

[0096] For example, the filtering conditions for unregistered assignment cases may include one or more of the order status, start time, man-hours, cost, and required skills of the case. More specifically, the filtering conditions may be set so that cases that have already been confirmed as being accepted, cases that are approaching the start time, cases that require more than a certain number of man-hours, cases that require more than a certain amount of cost, and / or cases that require specific skills are extracted as unregistered assignment cases. In addition to or instead of the above conditions, filtering conditions may be set according to the nature of the case, such as cases that may require external resources (e.g., cases that require a large number of man-hours, cases with high skill requirements, etc.).

[0097] The case introduction processing unit 109 may identify a case selected by a user from the initially extracted unregistered assignment cases as a case for which a resource is to be solicited (a case to be solicited). The user may select a case to be solicited from a list of the results of the initial extraction, or may select from a list of cases by category output by the case list output unit 103. For example, a check box for specifying that a case is a case to be solicited may be provided in the details field of each case in the case list. Note that the cases to be solicited may be automatically extracted from the unregistered assignment cases based on predefined narrowing conditions, in addition to the user's selection operation.

[0098] The case introduction processing unit 109 may be capable of executing a recruitment pattern targeting internal resources and a recruitment pattern targeting external resources. In recruitment targeting internal resources, unregistered assignment cases or cases narrowed down from those are notified to the internal resources by email or the like. The internal resource that receives the notification can access the link for applying contained in the notification. The case introduction processing unit 109 registers the internal resource that accesses the link as a candidate for the case that is the subject of the recruitment. Note that if multiple cases that are the subject of the recruitment are notified in a list, the resource is registered as a candidate for the case selected from the list. In addition, the resource that accesses the link when applying may be requested to input specified information.

[0099] In the recruitment for external resources, the cases narrowed down more than the cases for internal resources may be specified as the cases for external recruitment. The case introduction processing unit 109 may specify cases for which internal resources cannot be assigned, such as cases for which there is no internal resource that matches the condition information of the case, cases for which there is no internal resource that can be assigned to the case due to the number of cases, from among the unregistered assignment cases, and specify the cases as the cases for external recruitment. The cases for external recruitment may be specified by predetermined narrowing conditions such as the order status of the case (e.g., a case that has been confirmed as being accepted), the man-hours of the case (e.g., a case with man-hours equal to or greater than a predetermined value), and the skill requirements of the case (e.g., a case that requires a technical level equal to or greater than a standard value). Also, similar to the recruitment for internal resources, the cases may be specified by a selection operation by the user. The selection by the user may be configured to select from the primary extraction result of the unregistered assignment cases, or may be configured to select from the case list for each category output by the case list output unit 103. For example, the details section of each case in the case list may be provided with a check box for internal recruitment targets and a check box for external recruitment targets, and the user may be able to specify via the case list which cases are being recruited for and whether the recruitment targets are internal or external.

[0100] The case introduction processing unit 109 identifies cases for which external recruitment is required based on predetermined filtering conditions or a user selection operation, and then generates case summary information summarizing the summary of the cases for which recruitment is required, and notifies the external resource of the case summary information. The contents of the case summary information are not particularly limited. For example, if there are multiple cases for which recruitment is required, the case summary information may include a list of the cases, or may include information regarding the summary of each case. The summary of each case may be composed of information extracted from the basic information and detailed information of the case based on predetermined extraction conditions or user selection. When notifying the external resource, a link to the case summary information may be presented on the notification screen.

[0101] When soliciting external resources, the flow from notifying the external resource (subcontractor candidate) to registering the candidate may basically be the same as for internal resources. However, for external resources, the person in charge of notifying may be preset. Also, when applying, the person in charge of the external resource may select and specify the resource to be assigned to the recruitment job from among the resources of the subcontractor organization, and register the application. The method of notifying internal or external resources of the recruitment job is not limited to email, and any known notification method such as a communication application program may be used.

[0102] In response to a user's operation on any of the detail fields of the cases shown in the case list, the case planning unit 110 outputs a case plan registration screen corresponding to the contract type of the case selected by the operation. For example, in response to a user's selection operation on any of the detail fields of the cases presented in the case list of the start stage, the case planning unit 110 may output a case plan registration screen for accepting the planning of the case specified by the selection operation. In addition, in response to a user's selection operation on any of the detail fields of the cases presented in the case list of the continuation stage, the case planning unit 110 may output a case plan registration screen for accepting a plan change of the case specified by the selection operation. In addition, in the detail field of each case in the case list, a button (icon) for moving to the case plan registration screen may be set in the action label, or it may be possible to move to the case plan registration screen from a field showing basic information of the case such as the case name.

[0103] 8 is a schematic diagram showing an example of a case plan registration screen corresponding to a classification of the start stage. In this case plan registration screen, different input items may be set according to the contract type such as "quasi-entrustment," "dispatch," and "contract."

[0104] For example, FIG. 8(a) is an example of a project plan registration screen output for a quasi-entrusted type project. In the case of a quasi-entrusted type contract, the project plan registration screen may include an item for setting the number of slots for resources in charge of the project and an item for setting the responsible resource. In other words, the allocation of resources to the project may be performed not only from the assignment registration screen described above but also from the project plan registration screen. In addition, the project plan registration screen for a project under a quasi-entrusted type contract may include an item for accepting the setting of skill requirements such as skills and experience required for the project for each resource slot (i.e., the responsible resource), an item for accepting the setting of individual unit prices of each resource to be applied to the target project, an item for accepting the setting of the number of working hours each resource is scheduled to spend on the target project for each unit period, an item for setting the sales price of each resource for each unit period, and the like. FIG. 8(a) is merely an example, and the quasi-entrusted type project plan registration screen may be set with input items other than those described above.

[0105] The case plan registration screen output for a dispatch type case may include input items similar to those for the quasi-delegation type described above, and may also include other input items specific to the dispatch type.

[0106] FIG. 8(b) is an example of a project plan registration screen output for a contract type project. In the case of a contract type contract, the project plan registration screen may include an item for allocating the total budget amount or the total planned sales amount designated by the user's customer to the slots of each resource (each responsible resource). The project planning unit 110 may have a function for automatically allocating the total budget amount or the total planned sales amount to each resource equally for the item, or may have a function for automatically allocating according to the unit price of the responsible resource. Alternatively, the project planning unit 110 may receive a designation of the allocation ratio for each resource from the user and allocate the budget amount or sales amount to each resource based on the designated ratio. The user may be able to select a draft method such as automatic equal allocation, allocation according to the unit price, or allocation according to the designated ratio. In addition to the above, the project plan registration screen output for a contract type project may include an item for setting the slot number of the resource responsible for the project, an item for setting the responsible resource, and the like.

[0107] Note that the case plan registration screens shown in Figs. 8(a) and (b) are merely examples, and the input items set in the case plan registration screen for each contract type are not particularly limited, and items other than those described above may be included depending on the attributes of the contract type. Also, when accepting changes or modifications to a case plan for a case in the ongoing stage, a case plan registration screen similar to that in the start stage may be output depending on the contract type. For a case in the ongoing stage, for example, when a detailed status such as "Caution" or "Problem Occurred" is registered, a plan change such as a change in the responsible resource and / or an addition of a responsible resource may be required. In this case, the presentation of the case plan registration screen may be requested from the case list, and the plan change or modification may be accepted via that screen.

[0108] The project planning unit 110 may accept input information from the user for the above items, and may evaluate the validity of the plan based on the input information, and present the evaluation result on the project plan registration screen. For example, in the case of a quasi-entrusted and / or temporary staffing type project, as shown in the lower part of FIG. 8(a), the degree of balance between the sales price and the resource unit price may be evaluated, and the evaluation result indicating whether the sales price exceeds the resource unit price may be presented on the project plan registration screen. In FIG. 8(a), the average sales price set for the resource is compared with the average resource unit price to evaluate the validity on a project basis. Instead of or in addition to such an evaluation, the degree of balance between the sales price and the unit price for each resource may be evaluated, and the evaluation result for each resource may be presented on the project plan registration screen.

[0109] In addition, if the person in charge of the project includes one or more external resources (for example, outsourcing companies), the degree of balance between the sales (sales price) of the external resources and the outsourcing fees paid by the user organization to the external resources may be evaluated, and the evaluation result indicating the profit margin of outsourcing may be displayed on the project plan registration screen. In the case of a contract-type project, it may be evaluated whether the budget or sales set in the project matches the total amount allocated to each resource, and the evaluation result may be displayed on the project plan registration screen.

[0110] The evaluation of plan validity for each contract type described above is merely an example, and the validity of the plan may be evaluated using evaluation criteria other than those described above. Furthermore, the project planning unit 110 may evaluate the plan validity and display the evaluation results on the screen each time the user performs an input operation during the process of the input operation. When formulating and / or revising a project plan, the user can determine whether to change and / or decide on the input contents while checking the validity of the project plan based on the above-mentioned evaluation results output by the project planning unit 110.

[0111] The project planning unit 110 may execute a process of receiving input information related to a project plan from a user via the project plan registration screen, and updating detailed project information (e.g., responsible resource information) and / or detailed resource information (e.g., assignment information, operation status information (particularly future planned operation status)) based on the input information. The project planning unit 110 may also execute a process of generating project plan information indicating the information based on the information input via the project plan registration screen, and registering the information in the project information storage unit 121.

[0112] <Functions of user terminal 2> 3, the user terminal 2 may include a display control unit 201 and an operation information receiving unit 202. The display control unit 201 receives information about the UI (for example, output data for display of the first display unit, the second display unit, the assignment registration screen, the case registration screen, etc.), information processing results, etc. transmitted from the management server 1, and then executes a process of reflecting the received data on the display unit of the user terminal 2. The operation information receiving unit 202 receives operation information input by the user to the UI displayed on the user terminal 2, and transmits the operation information to the management server 1.

[0113] <An example of information processing method> Next, an example of information processing executed by the information processing system of this embodiment will be described with reference to the flowcharts illustrated in FIGS.

[0114] 9 is a flowchart showing an example of information processing related to a case list by category, the flow of information processing from case classification to case-related information update. This information processing is executed by, for example, a case classification unit 101, a case list output unit 103, and a case information update unit 104 included in the processing unit 100 of the management server 1.

[0115] A user starts an application program provided on the Internet or downloaded and installed on a terminal, and logs into the application program by entering a specific user ID. Then, the user requests the output of a status summary screen (a screen having a first display section and a second display section) as shown in FIG. 4 on the UI of the application program (step SQ101). In response to this request, the case classification section 101 classifies cases into categories according to the status in the target period for each unit period (step SQ102), and displays the aggregation results for each unit period on the first display section (step SQ103). The user selects a period and category through the aggregation results presented on the first display section (step SQ104), and the case list output section 103 displays a case list of the category corresponding to the selection operation on the second display section (step SQ105). The case information update section 104 receives a user's input operation for the action label item presented on the case list (step SQ106), and updates the status-related information of the case based on the input operation (step SQ107).

[0116] The second display section presenting the list of cases in the start stage category may receive a request to formulate a case plan from the user. Also, the second display section presenting the list of cases in the ongoing stage category may receive a request to modify the case plan from the user (step SQ108). A request to formulate or modify a case plan may be received via a details field of each case presented in the case list (which may be a tab presenting basic case information or a dedicated button in an action label). The user performs an operation in the details field of such a case list to select a case for which a case plan is to be formulated or modified.

[0117] If the user requests the development or revision of a project plan ("Requested" in step SQ108), the project planning unit 110 outputs a project plan registration screen according to the contract type of the target project (step SQ109). This project plan registration screen is a UI that accepts input items related to the plan for the development and / or revision of a project plan, and this screen presents input items according to the contract type. The project planning unit 110 accepts input information related to the project plan from the user via the project plan registration screen. Then, based on the input information, the project details and / or resource details are updated (step SQ110).

[0118] 10 is a flowchart showing an example of information processing related to a resource list for each category, the flow of information processing from resource classification to registration or update of resource-related information and / or case-related information. This information processing is executed by, for example, the resource classification unit 102, the resource list output unit 105, the assignment-related processing unit 106, and the case registration unit 108 of the processing unit 100 of the management server 1.

[0119] In response to a user request (step SQ101), the resource classification unit 102 classifies resources for each unit period into categories according to the operating status during the target period (step SQ202) and causes the first display unit to display the tabulated results for each unit period (step SQ203). The user selects a period and category via the tabulated results shown on the first display unit (step SQ204), and the resource list output unit 105 causes the second display unit to display a resource list for the category corresponding to the selection (step SQ205).

[0120] When the resource list is displayed and a user requests resource allocation (step SQ206; Requested), the assignment related processing unit 106 outputs an assignment registration screen for assigning the target resource to an event (step SQ207), accepts the user's selection of an event on the assignment registration screen, and executes assignment of the target resource to the selected event (step SQ208). When introducing resources with available man-hours to a customer (step SQ209; Requested), the resource introduction processing unit 107 accepts the user's operation to select a target resource to be introduced to the customer from the resources presented in the resource list, and generates introduction information for introducing the target resource (step SQ210). The resource introduction processing unit 107 notifies the customer of the introduction information thus generated (step SQ211). The introduction information may be notified to a sales representative of the user organization, and provided to the customer by the sales representative. In addition, if there is a request to create a customer proposal (step SQ212; Requested), the case registration unit 108 outputs a case registration screen for creating a customer proposal related to the target resource (step SQ213), and registers a new case with the target resource as an allocation candidate based on the information entered on the case registration screen (step SQ214).

[0121] The flowcharts shown in Figures 9 and 10 are merely examples of information processing, and the flow, the order of each step, and the content of the processing executed in each step may be modified as appropriate. For example, the flowchart in Figure 9 may be modified so that status-related information is updated only when the user's input operation on the action label is an operation requesting an update of the status-related information of the case. Also, in the flowchart in Figure 10, the processing related to resource assignment (steps SQ206-SQ208), the processing related to introducing available resources to the customer (steps SQ209-SQ211), and the processing related to registering cases to be proposed to customers (steps SQ212-SQ214) may be executed in any order.

[0122] The information processing system of this embodiment includes a case information storage unit 121 that stores case detail information for each case, including information indicating the case status and / or schedule. The system also includes a case classification unit 101 that classifies cases into categories corresponding to the status in a target period for each unit period based on the case detail information, and a case list output unit 103 that generates a case list for each category based on the case classification results. The case list output unit 103 then presents an action label indicating an action item corresponding to the status of the category in the details column of each case shown in the case list.

[0123] As mentioned above, by managing cases by categorizing them into categories according to their status for each unit period, it becomes easier to grasp the overall status of cases for each period. In addition, by displaying action labels indicating the action items according to the category status in the details column of each case shown in the case list, it is possible to clarify the actions required according to the state of each case and encourage responses at the appropriate time. Furthermore, by displaying appropriate action items according to the status, such as negotiations for official orders in the start stage category, negotiations for continuation in the end stage category, and actions to check and organize the status in the ongoing stage category, it is possible to efficiently proceed with the necessary work at each stage of a case.

[0124] In the information processing system of this embodiment, the status-related information of the case is updated in response to the user's selection operation on the action label. With such a configuration, the actual work content can be reflected in the case information via the action items, and management that is in line with the actual state of the case can be realized. Furthermore, in the information processing system of this embodiment, detailed information such as a case list or a resource list can be dynamically displayed on the second display unit in response to the user's selection operation on the first display unit. In other words, the status of the case or resource can be dynamically confirmed by specifying a period and a category, and management with excellent operability can be realized.

[0125] Furthermore, in the information processing system of this embodiment, reference information corresponding to the operating status is presented in the resource list for each classification according to the operating status. In particular, for the free resource classification, information on the candidate cases and proposed cases is presented as reference information, and assignment processing and / or processing related to customer proposals can be executed from the reference information. The function of the assignment-related processing unit 106 makes it possible to efficiently allocate free resources to cases. Furthermore, by introducing resources with available man-hours to the customer using the resource introduction processing unit 107, resources can be effectively utilized, leading to the receipt of orders for new cases.

[0126] In addition, the information processing system of this embodiment has a function of extracting unassigned cases for which resource allocation has not been completed and soliciting internal and / or external resources. With this configuration, it is possible to reliably secure the resources required to carry out a case, and also to prepare a system for carrying out cases that cannot be handled by internal resources.

[0127] As described above, the information processing system of this embodiment can comprehensively and efficiently support the management of projects and resources in a business, ensuring the execution of projects and enabling the creation of business opportunities based on the matching status of projects and resources.

[0128] The above-described embodiment is merely an example for facilitating understanding of the present disclosure, and is not intended to limit the present disclosure. The present disclosure can be modified or improved without departing from the spirit thereof, and it goes without saying that the present disclosure includes equivalents thereof.

[0129] For example, in the above embodiment, the cases are classified into "start stage classification", "continuation stage classification", and "end stage classification", but this is only an example, and it is possible to set more detailed classifications or different classifications depending on the type of business or the characteristics of the case. In addition, although the order status, progress status, and negotiation status of continuation or not are exemplified as action label items, these are only examples, and appropriate action items can be set depending on the type of business. Furthermore, although the UI configuration having the first display unit and the second display unit is exemplified, the configuration of the display unit is not limited to the above, and for example, it is also possible to display the first display unit and the second display unit as separate windows, or to display them integrated into one display unit.

[0130] The information processing system described in this specification may be realized as a single device, or may be realized by a plurality of devices (e.g., cloud servers) partially or entirely connected via a network. For example, the functions of the control unit (processor 10) of the management server 1 and the storage 12 may be realized by different servers connected to each other via a network.

[0131] In addition, the series of processes by the information processing system described in this specification may be realized using any of software, hardware, and a combination of software and hardware. It is also possible to create a computer program for realizing each function of the management server 1 according to this embodiment and install it in a PC or the like. It is also possible to provide a computer-readable recording medium in which such a computer program is stored. The recording medium is, for example, a magnetic disk, an optical disk, a magneto-optical disk, a flash memory, etc. In addition, the above computer program may be distributed, for example, via a network, without using a recording medium.

[0132] In addition, the effects described in this specification are merely descriptive or exemplary and are not limiting. In other words, the technology according to the present disclosure may achieve other effects that are apparent to a person skilled in the art from the description of this specification, in addition to or in place of the above effects.

[0133] The information processing system, the information processing method, and the program disclosed herein may have the following configuration. [Item 1] a case information storage unit that stores case detailed information including information indicating a status and / or a schedule of each case; a case classification unit that classifies the cases into categories according to statuses in a target period for each unit period based on the case detailed information; a case list output unit that generates a case list for each category based on the case classification result, The case list output unit presents an action label indicating an action item corresponding to the status of the category in a details column of each case shown in the case list. [Item 2] 2. The information processing system according to item 1, further comprising a case information update unit that updates status-related information of the case in response to a user's selection operation on the action label. [Item 3] 3. The information processing system according to item 1 or 2, wherein the classification according to the status includes a start stage classification, a continuation stage classification, and an end stage classification. [Item 4] 4. The information processing system according to item 3, wherein the action label corresponding to the start stage classification includes an item indicating the order status of the case as an item of the action. [Item 5] 4. The information processing system according to item 3, wherein the action label corresponding to the classification of the continuation stage includes an item indicating a progress status of the case as an item of the action. [Item 6] 4. The information processing system according to item 3, wherein the action label corresponding to the classification of the end stage includes, as an item of the action, an item indicating the status of the negotiation as to whether the case can be continued or not. [Item 7] the case classification unit causes a first display unit to display a summary result for each unit period in which the cases are classified into the categories according to their statuses; The information processing system described in item 1 or 2, wherein the case list output unit causes a second display unit to display a case list for the category corresponding to a user's selection operation of a period and the category via the aggregation result of the first display unit. [Item 8] a resource information storage unit configured to store detailed resource information for each resource, the detailed resource information including assignment information indicating an assignment status of the resource to the job; a resource classification unit that classifies the resources for each unit period into categories according to operating statuses in a target period based on the resource detailed information; 3. The information processing system according to item 1 or 2, further comprising: a resource list output unit that generates a resource list for each category according to the operating status based on the resource classification result. [Item 9] 9. The information processing system according to item 8, wherein the resource list output unit presents reference information corresponding to the operating status of the resource in a details column of each resource shown in the resource list. [Item 10] The classification according to the operating status includes an available resource classification for classifying resources having available man-hours in a target period, Item 9. An information processing system according to item 9, wherein the resource list output unit presents, as the reference information corresponding to the available resource category, information related to candidate projects to which the target resource is tentatively assigned as a candidate for responsibility, and information regarding proposed projects being proposed to customers, in a details column for each resource in the resource list. [Item 11] The information processing system described in item 10 further includes an assignment-related processing unit that outputs an assignment registration screen for assigning resources to a case in response to a user's selection operation on an icon corresponding to the candidate case or an icon corresponding to the proposed case presented in the resource list of the available resource division. [Item 12] The information processing system described in item 8 further includes a resource introduction processing unit that generates introduction information for introducing a selected target resource to the user's customer in accordance with a user's selection operation on a resource displayed in the resource list. [Item 13] The information processing system described in item 8 further includes a case registration unit that outputs a case registration screen for creating a customer proposal related to a resource corresponding to a user's selection operation on a resource displayed in the resource list in response to the user's selection operation. [Item 14] the resource classification unit causes a first display unit to display a summary result for each unit period in which the resources are classified into the categories according to the operating status; The information processing system described in item 8, wherein the resource list output unit displays, on the second display unit, a resource list for the category corresponding to the selection operation, in accordance with the period and the selection operation of the category input by the user via the aggregation result of the first display unit. [Item 15] The information processing system according to item 1, further comprising a case introduction processing unit that extracts unassigned cases for which resource allocation has not been completed, and executes processing related to resource recruitment for the unassigned cases. [Item 16] The case introduction processing unit identifies cases that cannot be assigned to the user's internal resources from the unassigned cases, generates case summary information for the identified cases, and notifies external resources of the case summary information. [Item 17] The information processing system described in item 1 further includes a case planning unit that outputs a case plan registration screen corresponding to the contract type of the case selected by a user operation on any of the case details fields shown in the case list. [Item 18] storing, for each case, case detail information including information indicating a status and / or schedule of the case; classifying the cases into categories according to their statuses in a target period for each unit period based on the case detailed information; outputting a list of cases for each category based on the classification result of the cases; presenting, in a details field of each case shown in the case list, an action label indicating an action item corresponding to the status of the category. [Item 19] storing, for each case, case detail information including information indicating a status and / or schedule of the case; classifying the cases into categories according to their statuses in a target period for each unit period based on the case detailed information; outputting a list of cases for each of the categories based on the classification results of the cases; presenting, in a details field of each case shown in the case list, an action label indicating an action item corresponding to the status of the category. [Explanation of symbols]

[0134] 1 Management Server 2. User terminal

Claims

1. a case information storage unit that stores case detailed information including information indicating a status and / or a schedule of the case for each case; a case classification unit that classifies the cases into categories according to statuses in a target period for each unit period based on the case detailed information; a case list output unit that generates a case list for each category, which shows a list of cases classified into target categories for each unit period, based on the case classification result; The case list output unit presents an action label indicating an action item corresponding to the status of the category in a details column of each case shown in the case list.

2. The information processing system according to claim 1 , further comprising a case information update unit that updates status-related information of the case in response to a user's selection operation on the action label.

3. The information processing system according to claim 1 , wherein the classification according to the status includes a classification of a start stage, a classification of a continuing stage, and a classification of an end stage.

4. The information processing system according to claim 3 , wherein the action label corresponding to the start stage category includes an item indicating an order status of the case as an item of the action.

5. The information processing system according to claim 3 , wherein the action label corresponding to the continuation stage category includes an item indicating a progress status of the case as an item of the action.

6. The information processing system according to claim 3 , wherein the action label corresponding to the end stage category includes, as an item of the action, an item indicating a negotiation status of whether or not the case can be continued.

7. the case classification unit causes a first display unit to display a tally result for each unit period in which the cases are classified into the categories according to their statuses; The information processing system according to claim 1 or 2, wherein the case list output unit causes a second display unit to display a case list for the category corresponding to a user's selection operation of a period and the category via the aggregation result of the first display unit.

8. a resource information storage unit configured to store detailed resource information for each resource, the detailed resource information including assignment information indicating an assignment status of the resource to the job; a resource classification unit that classifies the resources for each unit period into categories according to operating statuses in a target period based on the resource detailed information; The information processing system according to claim 1 , further comprising: a resource list output unit configured to generate a resource list for each category according to the operation status based on a result of the classification of the resources.

9. The information processing system according to claim 8 , wherein the resource list output unit presents reference information corresponding to an operating status of the resource in the classification in a details field for each resource shown in the resource list.

10. The classification according to the operating status includes an available resource classification for classifying resources having available man-hours in a target period, The information processing system of claim 9, wherein the resource list output unit presents, as the reference information corresponding to the available resource category, information related to candidate cases to which the target resource is tentatively assigned as a candidate for responsibility, and information regarding proposed cases being proposed to customers, in a details column for each resource in the resource list.

11. The information processing system of claim 10, further comprising an assignment-related processing unit that outputs an assignment registration screen for assigning resources to a case in response to a user's selection operation on an icon corresponding to the candidate case or an icon corresponding to the proposed case presented in the resource list of the available resource category.

12. The information processing system according to claim 8 , further comprising a resource introduction processing unit that generates introduction information for introducing a selected target resource to a customer of the user in response to a user's selection operation for a resource displayed in the resource list.

13. The information processing system according to claim 8, further comprising a case registration unit that outputs a case registration screen for creating a customer proposal related to a resource corresponding to a user's selection operation on a resource displayed in the resource list in response to the user's selection operation.

14. the resource classification unit causes a first display unit to display a summary result for each unit period in which the resources are classified into the categories according to the operating status; The information processing system of claim 8, wherein the resource list output unit causes a resource list for the category corresponding to the selection operation to be displayed on the second display unit in response to a period and a selection operation of the category input by a user via the aggregation result of the first display unit.

15. 2. The information processing system according to claim 1, further comprising a case introduction processing unit that extracts unassigned cases for which resource allocation has not been completed, and executes processing related to resource recruitment for the unassigned cases.

16. The information processing system according to claim 15, wherein the case introduction processing unit identifies cases that cannot be allocated the user's internal resources from the unassigned cases, generates case summary information for the identified cases, and notifies the external resources of the case summary information.

17. The information processing system of claim 1, further comprising a case planning unit that outputs a case plan registration screen corresponding to the contract type of the case selected by a user's operation on a details field of any of the cases shown in the case list.

18. storing, for each case, case detail information including information indicating a status and / or schedule of the case; classifying the cases into categories according to their statuses in a target period for each unit period based on the case detailed information; outputting a list of cases for each category, which shows a list of cases classified into target categories for each unit period based on the classification result of the cases; presenting, in a details field of each case shown in the case list, an action label indicating an action item corresponding to the status of the category.

19. storing, for each case, case detail information including information indicating a status and / or schedule of the case; classifying the cases into categories according to their statuses in a target period for each unit period based on the case detailed information; outputting a list of cases for each category, which shows a list of cases classified into target categories for each unit period based on the classification result of the cases; presenting, in a details field of each case shown in the case list, an action label indicating an action item corresponding to the status of the category.

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