Performance management device, performance management method, and performance management program

Abstract

To enable KPI items (including KPI items of non-accounting information) to be registered by estimating performance in each desired performance estimation period.SOLUTION: A setting control part stores, in a storage part, a desired performance estimation item of a contract and a desired performance estimation period of the performance estimation item inputted by an operator to set them. A storage control part stores, in the storage part, estimation performance to the performance estimation period of the performance estimation item stored in the storage part, the estimation performance inputted by the operator. In this way, a KPI item (including a KPI item of non-accounting information) can be registered by estimating performance in each desired performance estimation period, and can be utilized for company activities in comparison with actual results.SELECTED DRAWING: Figure 3

Description

[Technical Field]

[0001] The present invention relates to a performance management device, a performance management method, and a performance management program. [Background technology]

[0002] The device for business plan management disclosed in Patent Document 1 (JP 2023-011143 A) defines a first business plan and a set of target business results for a first business, and a business information acquisition unit acquires a set of business status information including at least one of a set of internal business information and a set of competitor business information. Then, a business plan generation unit uses a machine learning model to generate a set of output data including at least a set of revised business plans for achieving the set of target business results, and outputs the output data. This makes it possible to easily automatically generate a business plan for a business even in a situation where internal business information related to the business does not exist. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Publication No. 2023-011143 Summary of the Invention [Problem to be solved by the invention]

[0004] There are a wide variety of KPI (Key Performance Indicator) items that manage performance forecasts at the end of the fiscal year when financial statements are disclosed, etc. If performance forecasts can be registered for KPI items (including non-accounting information KPI items) for each desired forecast period, it will be possible to compare them with actual results and utilize them in corporate activities.

[0005] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a performance management device, a performance management method, and a performance management program that enable performance forecasts and registration for KPI items (including KPI items of non-accounting information) for each desired performance forecast period. [Means for solving the problem]

[0006] In order to solve the above problems and achieve the object, the performance management device according to the present invention comprises: a forecast contract registration screen display control unit that displays a forecast contract registration screen for registering at least the performance management items, the forecast contract number, and the actual contract number of the actual contract associated with the forecast contract for each forecast contract; a forecast contract data generation unit that generates forecast contract data including the performance management items, the forecast contract number, and the actual contract number associated with the forecast contract input by an operator via the forecast contract registration screen; a forecast input screen display control unit that displays a forecast input screen for inputting performance forecast items corresponding to the performance management items, a specified performance forecast period, and the expected order amount for the specified performance forecast period based on the forecast contract data when inputting a performance forecast; a performance forecast data generation unit that generates performance forecast data including the expected order amount for the specified performance forecast period for the performance forecast items input by the operator via the forecast input screen; and an output control unit that controls output of the performance forecast data. It has.

[0007] Also, The performance management method of the present invention is a performance management method for a business support device, and in order to solve the above-mentioned problems and achieve the object, the method includes a forecast contract registration screen display control step in which a forecast contract registration screen display control unit displays a forecast contract registration screen for registering, for each forecast contract, at least performance management items, a forecast contract number, and an actual contract number of an actual contract associated with the forecast contract; a forecast contract data generation step in which a forecast contract data generation unit generates forecast contract data including the performance management items, the forecast contract number, and the actual contract number associated with the forecast contract, input by an operator via the forecast contract registration screen; a forecast input screen display control step in which a forecast input screen display control unit displays a forecast input screen for inputting performance forecast items corresponding to the performance management items, a predetermined performance forecast period, and a forecast order amount for the predetermined performance forecast period, based on the forecast contract data, when inputting a performance forecast; a performance forecast data generation step in which a performance forecast data generation unit generates performance forecast data including the forecast order amount for the predetermined performance forecast period for the performance forecast items, input by the operator via the forecast input screen; and an output control step in which an output control unit controls output of the performance forecast data. It has.

[0008] In order to solve the above problems and achieve the object, the performance management program according to the present invention comprises: The system functions as: a forecast contract registration screen display control unit that displays a forecast contract registration screen for registering, for each forecast contract, at least the performance management items, the forecast contract number, and the actual contract number of the actual contract associated with the forecast contract; a forecast contract data generation unit that generates forecast contract data including the performance management items, the forecast contract number, and the actual contract number associated with the forecast contract, input by an operator via the forecast contract registration screen; a forecast input screen display control unit that displays a forecast input screen for inputting performance forecast items corresponding to the performance management items, a specified performance forecast period, and the forecast order amount for the specified performance forecast period based on the forecast contract data when inputting a performance forecast; a performance forecast data generation unit that generates performance forecast data including the forecast order amount for the specified performance forecast period for the performance forecast items, input by the operator via the forecast input screen; and an output control unit that controls the output of the performance forecast data. [Effects of the Invention]

[0009] The present invention makes it possible to predict and register performance for KPI items (including KPI items of non-accounting information) for each desired performance forecast period. [Brief explanation of the drawings]

[0010] [Figure 1] FIG. 1 is a block diagram showing the hardware configuration of a performance management device according to an embodiment. [Figure 2] FIG. 2 is a diagram showing an example of the performance management master 11. As shown in FIG. [Figure 3] FIG. 3 is a diagram illustrating an example of the period setting master. [Figure 4] FIG. 4 is a diagram showing an example of the prediction method master. [Figure 5] FIG. 5 is a diagram showing an example of input of the performance management item "orders" on the forecast project registration screen. [Figure 6] FIG. 6 is a diagram showing another example of inputting the performance management item "orders" into the forecasted project registration screen. [Figure 7]FIG. 7 is a diagram showing yet another example of inputting the performance management item "orders" into the forecasted project registration screen. [Figure 8] FIG. 8 is a diagram illustrating an example of forecast project data. [Figure 9] FIG. 9 is a diagram showing an example of the predictive input screen. [Figure 10] FIG. 10 is a diagram showing an example of the forecast input screen on which the forecast order amount is input. [Figure 11] FIG. 11 is a diagram illustrating an example of performance forecast data. [Figure 12] FIG. 12 is a diagram showing an example of the prediction input screen on which the order record is collected and input. [Figure 13] FIG. 13 is a diagram showing an example of performance forecast data that has been revised based on actual results. [Figure 14] FIG. 14 is a diagram showing an example of monthly order performance data and monthly performance view data. [Figure 15] FIG. 15 is a diagram showing an example of input of the performance management item "outsourcing ratio" on the forecast project registration screen. [Figure 16] FIG. 16 is a diagram showing another example of input of the performance management item "outsourcing ratio" on the forecast project registration screen. [Figure 17] FIG. 17 is a diagram showing yet another input example of the performance management item "outsourcing ratio" on the forecast project registration screen. [Figure 18] FIG. 18 is a diagram illustrating an example of forecast project data. [Figure 19] FIG. 19 is a diagram showing an example of the predictive input screen. [Figure 20] FIG. 20 is a diagram showing an example of a forecast input screen in which a forecast percentage of the outsourcing ratio cost is input. [Figure 21] FIG. 21 is a diagram showing an example of performance forecast data. [Figure 22] FIG. 22 is a diagram showing an example of the forecast input screen on which the actual outsourcing ratio % results are collected and input. [Figure 23]FIG. 23 is a diagram showing an example of performance forecast data that has been revised based on the actual outsourcing ratio %. [Figure 24] FIG. 24 is a diagram showing an example of monthly order performance data and monthly performance view data. DETAILED DESCRIPTION OF THE INVENTION

[0011] Hereinafter, a performance management device according to an embodiment of the present invention will be described in detail with reference to the accompanying drawings. However, the present invention is not limited to the following embodiment.

[0012] (Hardware configuration) As shown in FIG. 1, the performance management device 1 of the embodiment includes a memory unit 2, a control unit 3, a communication interface unit 4, and an input / output interface unit 5. An input device 6 and an output device 7 are connected to the input / output interface unit 5. The output device 7 may be a display unit such as a monitor device (including a home television), a printer, or a speaker device. The input device 6 may be a keyboard device, a mouse device, a microphone device, or a monitor device that cooperates with a mouse device to achieve a pointing device function. The communication interface unit 4 is connected to a network, such as a wide area network like the Internet or a private network like a LAN (Local Area Network).

[0013] The storage unit 2 may be, for example, a storage device such as a ROM (Read Only Memory), RAM (Random Access Memory), HDD (Hard Disk Drive), or SSD (Solid State Drive). The storage unit 2 stores a performance management program that enables performance forecasts and registration for KPI (Key Performance Indicator) items (including KPI items of non-accounting information) for each desired performance forecast period. The storage unit 2 also stores a performance management master 11, a period setting master 12, and a forecasting method master 13. The storage unit 2 also stores forecasted project data (forecast PJ data), performance forecast data, monthly order performance data, monthly view data, etc., which will be described later.

[0014] As shown in Fig. 2, the operator (business operator) sets the desired forecast period for the desired management item and various item names in the performance management master 11. The various item names set include the management item name, forecast item name, actual result item name, forecast minimum item name (forecast min item name), and forecast maximum item name (forecast max item name). These management items and forecast period, etc. are managed based on key numbers (KEY) that are assigned consecutively.

[0015] In the example of Figure 2, the management item "Orders" is set as key number 1, and its performance forecast period is set to "2: Half Year." Also, "Order Forecast" is set as the "Management Item Name" and "Forecast Item Name" of the management item "Orders," and "Actual Orders" is set as the actual item name. Also, "Order Forecast Min" is set as the forecast min item name, and "Order Forecast Max" is set as the forecast maximum item name.

[0016] In addition, the example in Figure 2 is an example where the management item "Sales" is set as key number 2, and the performance forecast period is set to "2: Half Year." Also, in this example, "Sales Forecast" is set as the "Management Item Name" and "Forecast Item Name" of the management item "Sales," and "Actual Sales" is set as the actual item name. Also, in this example, "Sales Forecast Min" is set as the forecast min item name, and "Sales Forecast Max" is set as the forecast maximum item name.

[0017] In addition, the example in Figure 2 is an example in which the management item "profit" is set as key number 3, and its performance forecast period is set to "2: half year." In addition, "profit forecast" is set as the "management item name" and "forecast item name" of the management item "profit," and "actual profit" is set as the actual result item name. In addition, this is an example in which "profit forecast min" is set as the forecast min item name, and "profit forecast max" is set as the forecast maximum item name.

[0018] In addition, the example in Figure 2 is an example where the management item "indirect costs" is set as key number 4, and the performance forecast period is set to "1: full year." Also, in this example, "indirect cost forecast" is set as the "management item name" and "forecast item name" of the management item "indirect costs," and "indirect cost actual results" is set as the actual result item name. Also, in this example, "indirect cost forecast min" is set as the forecast min item name, and "indirect cost forecast max" is set as the forecast maximum item name.

[0019] In addition, the example in Figure 2 is an example where the control item "outsourcing ratio" is set as key number 5, and its performance forecast period is set to "1: full year." Also, in this example, "outsourcing ratio %" is set as the "control item name" of the control item "outsourcing ratio," "outsourcing ratio % forecast" is set as the "forecast item name," and "outsourcing ratio % actual" is set as the actual item name. Also, in this example, "outsourcing ratio % min" is set as the forecast min item name, and "outsourcing ratio % max" is set as the forecast maximum item name.

[0020] As shown in Fig. 3, the start month and end month of a desired performance forecast period are set by the business operator in the period setting master 12. In the example of Fig. 3, "April 2023 to September 2023," "October 2023 to March 2024," "April 2024 to September 2024," "October 2024 to March 2025," "April 2025 to September 2025," "October 2025 to March 2026," and "April 2026 to September 2026" are set as the start month to end month of the performance forecast period "2: Half Year."

[0021] In addition, the example in Figure 3 is an example in which the start month to end month of the performance forecast period for "3: Quarter" are set as "April 2023 to June 2023," "July 2023 to September 2023," "October 2023 to December 2023," "January 2024 to March 2024," and "April 2024 to June 2024," respectively.

[0022] In the forecasting method master 13, the business operator sets the forecasting method for each performance forecast period for each management item, as shown in Fig. 4. In the example of Fig. 4, for the performance forecast period "2: Half Year" for the management item of "Orders", the following forecasting method is set: "Budgets are allocated to each department based on the company-wide current period goals, and each department creates its own budget and forecast. Forecasts are made for each underlying project (PJ)."

[0023] Also, the example in Figure 4 is an example where the forecasting method has been set for the performance forecast period "2: Half Year" for the "Sales" management item as follows: "Budgets will be allocated to each department from the current company-wide target, and each department will create their own budget and forecast. Forecasts will be made for each underlying project." Also, the example in Figure 4 is an example where the forecasting method has been set for the performance forecast period "2: Half Year" for the "Profit" management item as follows: "Budgets will be allocated to each department from the current company-wide target, and each department will create their own budget and forecast. Forecasts will be made for each underlying project."

[0024] Also, the example in Figure 4 is an example where the forecasting method has been set for the performance forecast period "1: Full year" for the management item "Indirect costs", as follows: "Plan the budget for indirect costs based on last year's actual indirect costs and variables in the external environment. Manage monthly forecasts and actuals." Also, the example in Figure 4 is an example where the forecasting method has been set for the performance forecast period "1: Full year" for the management item "Outsourcing ratio", as follows: "Forecasts will be made in accordance with the KPIs of the company's outsourcing ratio policy, and the aim will be for each department to achieve the KPI items."

[0025] (Functional configuration of performance management device) Next, the control unit 3 executes the performance management program stored in the memory unit 2, thereby functioning as a setting control unit 21, a memory control unit 22, a counting unit 23, a display control unit 24, and a data generation unit 25, as shown in Fig. 1. The display control unit 24 is an example of an output control unit. In this example, as an example of output control, the display control unit 24 displays the order forecast and order performance, etc., input by the business operator via the output device 7, which is an example of a display unit.

[0026] As an example of the output control unit, a print control unit or an audio output control unit may be used instead of the display control unit 24. When a print control unit is used, the order forecast, order performance, etc. are converted into print data, which in this case is supplied to the output device 7, which is a printer, for printing. When an audio output control unit is used, the order forecast, order performance, etc. are converted into audio data, which in this case is supplied to the output device 7, which is a speaker, for audio output.

[0027] The setting control unit 21 stores and sets the desired performance forecast items of the contract and the desired performance forecast period for the performance forecast items, which are input by the operator (business operator), in the memory unit (performance management master 11 in FIG. 2). The memory control unit 22 stores the forecast performance input by the operator, which is the forecast performance for the forecast performance period of the performance forecast items stored in the memory unit (performance management master 11 in FIG. 2), in the memory unit (stores it in the memory unit 2 as performance forecast data). The output control unit controls the output of the forecast performance (performance forecast data) stored in the memory unit 2. As output destinations, in addition to the display unit, printer, and speaker device as described above, output may also be to an external memory or a server device that performs accounting processing via a network. In the example of the embodiment, the display control unit 24 displays the forecast performance (performance forecast data) via the output device 7.

[0028] The aggregation unit 23 aggregates actual performance, which is the actual performance during the performance forecast period for the performance forecast items. The actual performance may be input by a business operator and stored in the storage unit 2, or may be loaded from an external memory or downloaded from a server device or the like via a network.

[0029] Furthermore, the storage control unit 22 stores the actual performance together with the forecast performance in the storage unit 2, and the output control unit controls the output of the actual performance together with the forecast performance. As for output destinations, in addition to the display unit, printer, and speaker device as described above, output may also be to an external memory or a server device that performs accounting processing via a network. In the example of the embodiment, the display control unit 24 will be described as displaying the forecast performance (performance forecast data) and the actual performance via the output device 7.

[0030] (Performance management processing) Next, we will explain the performance management processing in the performance management device 1 of this embodiment. In the performance management device 1 of this embodiment, the control unit 3 operates based on the performance management program, so that the device functions as a setting control unit 21, a storage control unit 22, a counting unit 23, a display control unit 24, and a data generation unit 25, and executes the processing of steps S1 to S4 below.

[0031] Step S1 → The control unit 3 functions as the setting control unit 21, and sets (stores) the performance forecast items and performance forecast period, etc., entered by the business operator by referring to the forecasting method master 13 shown in Figure 4 in the performance management master 11 shown in Figure 2.

[0032] Step S2 -> The control unit 3 functions as the display control unit 24 to display a forecasted project registration screen on the output device 7. When the business operator inputs a project (an example of a contract) for which performance forecasting is to be performed via this forecasted project registration screen, the control unit 3 functions as the data generation unit 25 to generate forecasted project data (forecasted project header data and forecasted project detail data). The control unit 3 functions as the memory control unit 22 to store the forecasted project data in the memory unit 2.

[0033] Step S3 -> The control unit 3 functions as the display control unit 24, thereby displaying a forecast input screen on the output device 7. When the business operator inputs a performance forecast for each forecast period (e.g., monthly, quarterly, half-yearly, full year, etc.) via this forecast input screen, the control unit 3 functions as the data generation unit 25, thereby generating performance forecast data (performance forecast header data and performance forecast detail data). The control unit 3 functions as the memory control unit 22, thereby storing the performance forecast data in the memory unit 2.

[0034] Step S4 -> The control unit 3 functions as the aggregation unit 23 and aggregates the actual orders that have actually been received corresponding to the forecast period based on the monthly order result data. The control unit 3 then functions as the data generation unit 25 and memory control unit 22 and generates monthly performance view data that indicates the actual order results and performance forecasts corresponding to the forecast period, and stores the data in the memory unit 2. The control unit 3 then functions as the display control unit 24 and displays the monthly performance view data on the output device 7. This allows the forecasted performance and actual order results to be compared for each desired project and used in corporate activities.

[0035] Next, the specific operations of steps S2 to S4 will be explained separately for the case where "orders" is designated as the performance management item and the case where "outsourcing ratio" is designated.

[0036] (When specifying "Order") First, when specifying "order" as the performance management item, the business operator performs a designation operation to display the forecasted project registration screen. As a result, the display control unit 24 displays the forecasted project registration screen exemplified in Figs. 5 to 7 via the output device 7. The business operator registers the performance management item, registration date, forecasted project number (forecasted PJNO), forecasted project name (forecasted PJ name), manager, management department, and the project number (PJNO), project name, and first segment (segment 1) to third segment (segment 3) of the actual project to be associated with this forecasted project on this forecasted project registration screen.

[0037] The example in Figure 5 shows a registered forecasted project with the performance management item set to "Orders," the forecasted project number set to "PEG10101," and the forecasted project name set to "FY23 Reactor Renewal Work." The actual project associated with this forecasted project has the project number set to "PJ00001," the project name set to "Project name, circled number 1," the first segment set to "D / M," and the second segment set to "Tank."

[0038] Similarly, the example in Figure 6 is an example in which a forecasted project has been registered with the performance management item "Orders Received," the forecasted project number "PEG10102," and the forecasted project name "Additional Reactor Renewal Work in FY21." Furthermore, this is an example in which an actual project related to this forecasted project has the project number "PJ00002," the project name "Project Name, Circled Number 2," the first segment "D / M," and the second segment "Tank."

[0039] Similarly, the example in Figure 7 shows a registered forecasted project with the performance management item set to "Orders," the forecasted project number set to "PEG10103," and the forecasted project name set to "Tank Cleaning 2023." This forecasted project is also associated with an actual project with the project number set to "PJ00003," the project name set to "Project name, circled number 3," the first segment set to "D / M," and the second segment set to "Tank."

[0040] When the forecasted project is registered in this manner, the data generation unit 25 generates forecasted project data shown in Figures 8(a) and 8(b). The forecasted project data includes forecasted project header data shown in Figure 8(a) and forecasted project detail data shown in Figure 8(b). The forecasted project header data shown in Figure 8(a) includes the forecasted project number (forecasted PJNO), registration date, forecasted project name, manager, management department, and performance management items. The forecasted project name is the forecasted project name entered via the forecasted project registration screen, such as "FY23 reactor renewal work," "FY23 reactor renewal work addition," or "FY23 tank cleaning," as described with reference to Figures 5 to 7.

[0041] The forecasted project detail data shown in FIG. 8(b) includes a forecasted project number (forecasted PJNO), a line number, a project number (PJNO) of an actual project, a project name of an actual project, and first to third segments.

[0042] Next, the business operator specifies the display of the forecast input screen in order to input business forecasts for each of these forecast projects. As a result, the display control unit 24 displays the forecast input screen shown in FIG. 9 via the output device 7. The example in FIG. 9 is an example in which a first-half forecast is registered in April (first-half new forecast registration), and the business operator inputs the forecast for the first half of fiscal year 2023 in May 2023. The display control unit 24 also references the forecast project data shown in FIGS. 8(a) and 8(b), and displays the department name, forecast project number, forecast project name, and first to third segments for each project on the forecast input screen. The display control unit 24 also displays input fields for the forecast order amount, actual order amount, minimum forecast order amount (order forecast min), and maximum forecast order amount (order forecast max) for each project on the forecast input screen.

[0043] The business operator estimates and inputs the forecast order amount, minimum forecast order amount (order forecast min), and maximum forecast order amount (order forecast max) for each project into this forecast input screen, as shown in Fig. 10. The data generation unit 25 inputs the forecast order amount, minimum forecast order amount (order forecast min), and maximum forecast order amount (order forecast max) input for each project into the input fields for items 1, 2, and 3 of the performance forecast data shown in Figs. 11(a) and 11(b), respectively. As a result, the forecast order amount, minimum forecast order amount (order forecast min), and maximum forecast order amount (order forecast max) for each project can be displayed via the display control unit 24, and can be used for business activities.

[0044] Next, the business operator specifies the display of the forecast input screen in order to make a forecast for the first half of fiscal year 2023 in June 2023 based on the registration for May 2023. As a result, the display control unit 24 displays the forecast input screen for the May registration contents, including the previously predicted forecast order amount, minimum forecast order amount (forecast order min), and maximum forecast order amount (forecast order max), as shown in FIG. 12. Furthermore, based on the monthly actual order data stored in the storage unit 2 (see FIG. 14(a)), the display control unit 24 displays the actual order amount in a summary form for the specified period (a typographical display from April to June), as shown in FIG. 12. The display control unit 24 recognizes the specified period by referring to the period setting master 12 shown in FIG. 3.

[0045] In this way, by displaying the actual order amount together with the forecast order amount, minimum forecast order amount (forecast order min), and maximum forecast order amount (forecast order max), it is possible to compare the two and use this information in business activities such as adjusting the budget.

[0046] Next, the business operator corrects and inputs the forecast order amount, minimum forecast order amount (forecast order min), and maximum forecast order amount (forecast order max) based on the actual order amount displayed in this way. As a result, the data generation unit 25 generates performance forecast data in which the corrected forecast order amount, minimum forecast order amount (forecast order min), and maximum forecast order amount (forecast order max) have been input, as shown in Fig. 13, and the memory control unit 22 stores the data in the memory unit 2.

[0047] Next, the data generation unit 25 generates monthly actual performance view data shown in FIG. 14(b) based on the monthly actual order data shown in FIG. 14(a) and the performance forecast data shown in FIG. 13. This monthly actual performance view data includes management items, target period classifications, department names, fiscal years, forecasted project numbers (forecasted PJ numbers), forecasted project names (forecasted PJ names), and actual order amounts (actual). That is, the data generation unit 25 associates the project numbers of forecasted projects and actual projects from the performance forecast header data shown in FIG. 13(a) and the performance forecast detail data shown in FIG. 13(b), and generates monthly actual performance view data aggregated by forecast project. The memory control unit 22 stores such monthly actual performance view data in the memory unit 2.

[0048] This allows actual results to be extracted in advance according to forecast classification and output monthly. The display control unit 24 aggregates the results according to the performance forecast period setting and displays them on the screen. In addition, in order to display actual results in the performance forecast, the monthly performance view data shown in FIG. 14(b) can be set monthly based on the monthly order performance data shown in FIG. 14(a), thereby displaying actual results in the performance forecast.

[0049] (When specifying "outsourcing ratio") Next, when specifying "outsourcing ratio" as a performance management item, the business operator performs a designation operation to display the forecasted project registration screen. As a result, the display control unit 24 displays the forecasted project registration screens exemplified in FIGS. 15 to 17 via the output device 7. The business operator registers, on this forecasted project registration screen, the performance management item, registration date, forecasted project number (forecasted PJNO), forecasted project name (forecasted PJ name), manager, management department, and the project number (PJNO), project name, and first segment (segment 1) to third segment (segment 3) of the actual project to which this forecasted project is to be associated.

[0050] The example in Figure 15 shows a registered forecasted project with the performance management item set to "outsourcing ratio," the forecasted project number set to "PEG10101," and the forecasted project name set to "FY23 reactor renewal work." The actual project associated with this forecasted project has the project number set to "PJ00011," the project name set to "Project name, circled number 11," the first segment set to "D / M," and the second segment set to "Tank."

[0051] Similarly, the example in Figure 16 is an example in which a forecasted project has been registered with the performance management item "outsourcing ratio," the forecasted project number "PEG10102," and the forecasted project name "FY21 reactor renewal construction addition." Also, this is an example in which an actual project related to this forecasted project has the project number "PJ00012," the project name "Project name, circled number 12," the first segment "D / M," and the second segment "Tank."

[0052] Similarly, the example in Figure 17 is an example in which a forecasted project has been registered with the performance management item "outsourcing ratio," the forecasted project number "PEG10103," and the forecasted project name "Tank cleaning in 2023." Furthermore, this is an example in which an actual project related to this forecasted project has the project number "PJ00013," the project name "Project name, circled number 13," the first segment "D / M," and the second segment "Tank."

[0053] When the forecasted project is registered in this manner, the data generation unit 25 generates forecasted project data shown in Figures 18(a) and 18(b). The forecasted project data includes forecasted project header data shown in Figure 18(a) and forecasted project detail data shown in Figure 18(b). The forecasted project header data shown in Figure 18(a) includes the forecasted project number (forecasted PJNO), registration date, forecasted project name, manager, management department, and performance management items. The forecasted project name is the forecasted project name entered via the forecasted project registration screen, such as "FY23 reactor renewal work external ratio," "FY23 reactor renewal work additional external ratio," or "FY23 tank cleaning external ratio," as described with reference to Figures 15 to 17.

[0054] The forecasted project detail data shown in FIG. 18(b) includes a forecasted project number (forecasted PJNO), a line number, a project number (PJNO) of an actual project, a project name of an actual project, and first to third segments.

[0055] Next, the business operator specifies the display of the forecast input screen in order to input business forecasts for each of these forecasted projects. As a result, the display control unit 24 displays the forecast input screen shown in FIG. 19 via the output device 7. The example in FIG. 19 is an example in which a first-half forecast is registered in April (first-half new forecast registration), and the business operator inputs the forecast for the first half of fiscal year 2023 in May 2023. The display control unit 24 also references the forecast project data shown in FIGS. 18(a) and 18(b), and displays the department name, forecast project number, forecast project name, and first to third segments for each project on the forecast input screen. The display control unit 24 also displays input fields for the outsourcing ratio % forecast, outsourcing ratio % actual, forecast minimum outsourcing ratio (outsourcing ratio % min), and forecast maximum outsourcing ratio (outsourcing ratio % max) for each project on the forecast input screen.

[0056] The business operator estimates and inputs the outsourcing ratio % forecast, estimated minimum outsourcing ratio (outsourcing ratio % min), and estimated maximum outsourcing ratio (outsourcing ratio % max) for each project into this forecast input screen, as shown in Fig. 20. The data generation unit 25 inputs the outsourcing ratio % forecast, estimated minimum outsourcing ratio (outsourcing ratio % min), and estimated maximum outsourcing ratio (outsourcing ratio % max) input for each project into the input fields for items 1, 2, and 3 of the performance forecast data shown in Fig. 21(a) and Fig. 21(b), respectively. As a result, the outsourcing ratio % forecast, estimated minimum outsourcing ratio (outsourcing ratio % min), and estimated maximum outsourcing ratio (outsourcing ratio % max) for each project can be displayed via the display control unit 24, and can be used in business activities.

[0057] Next, the business operator specifies the display of a forecast input screen in order to make a forecast for the first half of fiscal year 2023 in June 2023 based on the registration for May 2023. As a result, the display control unit 24 displays the forecast input screen for the May registration contents, including the previously predicted outsourcing ratio % forecast, the predicted minimum outsourcing ratio (outsourcing ratio % min), and the predicted maximum outsourcing ratio (outsourcing ratio % max), as shown in Fig. 22. Furthermore, based on the monthly order performance data stored in the storage unit 2 (see Fig. 24(a)), the display control unit 24 displays the actual outsourcing ratio % in a summary form for the specified period (displayed in a typographical format from April to June), as shown in Fig. 22.

[0058] The display control unit 24 recognizes the specified period by referring to the period setting master 12 shown in Fig. 3. The data generation unit 25 calculates the "outsourcing ratio % actual" by calculating "outsourcing cost / direct cost" based on the monthly order actual data shown in Fig. 24(a).

[0059] In this way, by displaying the actual outsourcing ratio % along with the forecasted outsourcing ratio %, the forecasted minimum outsourcing ratio (outsourcing ratio % min), and the forecasted maximum outsourcing ratio (outsourcing ratio % max), it is possible to compare the two and use them in business activities such as adjusting the budget. Specifically, the forecast can be made according to the KPI of the company's outsourcing ratio policy, and can be used to aim to achieve the KPI items in the department.

[0060] Next, the business operator corrects the outsourcing ratio % forecast, the predicted minimum outsourcing ratio (outsourcing ratio % min), and the predicted maximum outsourcing ratio (outsourcing ratio % max) based on the outsourcing ratio % actual performance displayed in this way. As a result, the data generation unit 25 generates performance forecast data in which the corrected outsourcing ratio % forecast, the predicted minimum outsourcing ratio (outsourcing ratio % min), and the predicted maximum outsourcing ratio (outsourcing ratio % max) have been input, as shown in Fig. 23, and the memory control unit 22 stores it in the memory unit 2.

[0061] Next, the data generation unit 25 generates monthly actual performance view data shown in FIG. 24(b) based on the monthly actual order data shown in FIG. 24(a) and the performance forecast data shown in FIG. 23. This monthly actual performance view data includes management items, target period classifications, department names, fiscal years, forecasted project numbers (forecasted PJ numbers), forecasted project names (forecasted PJ names), and outsourcing ratio % actuals (actual results). That is, the data generation unit 25 associates the project numbers of forecasted projects and actual projects from the performance forecast header data shown in FIG. 23(a) and the performance forecast detail data shown in FIG. 23(b), and generates monthly actual performance view data aggregated by forecast project. The memory control unit 22 stores such monthly actual performance view data in the memory unit 2.

[0062] This allows actual results to be extracted in advance according to forecast classification and output monthly. The display control unit 24 aggregates the results according to the forecast performance period setting and displays them on the screen. In addition, in order to display actual results in the performance forecast, the monthly performance view data shown in FIG. 24(b) can be set monthly based on the monthly order performance data shown in FIG. 24(a), thereby displaying actual results in the performance forecast.

[0063] (Effects of the embodiment) The performance management device 1 of the embodiment can predict and register performance for a wide variety of KPI items (including KPI items of non-accounting information) for each desired performance forecast period. This makes it possible to easily compare and manage each input performance forecast with the actual results, which can contribute to corporate activities.

[0064] In particular, there are a wide variety of KPI items that manage performance forecasts at the end of a fiscal year, such as at the end of a financial settlement. As the number of items for which performance forecasts are made becomes more diverse, the periods for which performance forecasts are made also become more diverse, such as monthly, quarterly, half-yearly, and full-year. Even in such cases, the performance management device 1 of the embodiment can easily compare and manage each performance forecast with the actual results, thereby significantly reducing the burden on business operators, etc.

[0065] Furthermore, in a time of high uncertainty, by setting KPI items and visualizing activities relative to forecasts as information, organizational change can be achieved through the correction of corporate activities. Performance forecast management can also be made more versatile, enabling forecasts and performance management tailored to the characteristics (forecast period) of KPI items.

[0066] [Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to the achievement of Goals 8 and 9 of the SDGs.

[0067] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs Goals 12, 13, and 15.

[0068] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0069] [Other embodiments] The present invention may be implemented in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0070] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0071] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings can be changed as desired unless otherwise specified.

[0072] Furthermore, with regard to the performance management device 1, the components shown in the figures are functional concepts, and do not necessarily have to be physically configured as shown in the figures.

[0073] For example, all or any part of the processing functions of the performance management device 1, particularly the control unit 3 and each processing function performed by the control unit 3, may be realized by a CPU (Central Processing Unit) and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the performance management device 1 as needed. That is, a storage unit such as a ROM or HDD stores a computer program for working with the OS to issue instructions to the CPU and perform various processes. This computer program is executed by being loaded into RAM, and works with the CPU to form the control unit 3.

[0074] In addition, the performance management program of this performance management device 1 may be stored in another server device connected to the performance management device 1 via any network, and all or part of it may be downloaded as needed.

[0075] The performance management program for executing the processes described in this embodiment may be stored on a non-transitory computer-readable recording medium or configured as a program product. Here, the term "recording medium" includes any portable physical medium, such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read-Only Memory (EPROM), an Electrically Erasable and Programmable Read-Only Memory (EEPROM), a Compact Disk Read-Only Memory (CD-ROM), a Magneto-Optical Disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray Disc (Blu-ray).

[0076] Furthermore, a "program" is a data processing method written in any language or description method, regardless of the format, such as source code or binary code. A "program" is not necessarily limited to a single structure, but also includes a distributed structure consisting of multiple modules or libraries, or a structure that achieves its function by working in conjunction with a separate program, such as an OS. The specific structure and reading procedure for reading a recording medium in the performance management device 1 shown in the embodiment, as well as the installation procedure after reading, can use well-known structures and procedures.

[0077] The memory unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, and web page files used for various processes and providing websites.

[0078] The performance management device 1 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as an information processing device connected to any peripheral device. The information processing device may also be realized by installing software (including programs or data) that realizes the processing described in this embodiment.

[0079] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit according to various additions or functional loads. In other words, the above-described embodiments can be implemented in any combination, or embodiments can be implemented selectively. [Industrial Applicability]

[0080] The present invention is suitable for application to industries and business sectors that manage individual projects, such as construction work, IT (Information Technology), and events. [Explanation of symbols]

[0081] 1 Performance management device 2 Storage section 3. Control Unit 4. Communication interface section 5 Input / output interface section 6 Input Devices 7 Output Devices 11 Performance Management Master 12 Period setting master 13 Forecasting Method Master 21 Setting control section 22 Memory control unit 23 Counting Department 24 Display control unit 25 Data Generation Unit

Claims

1. A forecasted contract registration screen display control unit that displays a forecasted contract registration screen for registering, for each forecasted contract, at least a performance management item, a forecasted contract number, and an actual contract number of an actual contract to which the forecasted contract is associated; a forecast contract data generation unit that generates forecast contract data including performance management items, forecast contract numbers, and the actual contract numbers associated with the forecasted contracts, which are input by an operator via the forecast contract registration screen; a forecast input screen display control unit that displays a forecast input screen for inputting performance forecast items corresponding to the performance management items, a predetermined performance forecast period, and a forecast order amount for the predetermined performance forecast period based on the forecast contract data when inputting a performance forecast; a performance forecast data generation unit that generates performance forecast data including a forecast order amount for a predetermined performance forecast period for the performance forecast item input by an operator via the forecast input screen; an output control unit that controls the output of the performance forecast data; A performance management device having:

2. The forecast input screen display control unit displays on the forecast input screen an input field for the forecast order amount, as well as input fields for a minimum forecast order amount and a maximum forecast order amount for the specified performance forecast period; 2. The performance management device according to claim 1, wherein:

3. When displaying the forecast input screen for the performance forecast period following the performance forecast period in which the forecast order amount was input, the forecast input screen display control unit aggregates the actual order amount for the performance forecast period together with the forecast order amount for the specified performance forecast period for the performance forecast item, and displays the aggregated amount on the forecast input screen; 3. The performance management device according to claim 1 or 2, wherein:

4. The performance management items are one or more of the following: orders, sales, profits, overhead costs, and outsourcing ratios; 4. The performance management device according to claim 3,

5. A forecast contract registration screen display control step in which a forecast contract registration screen display control unit displays a forecast contract registration screen for registering, for each forecast contract, at least a performance management item, a forecast contract number, and an actual contract number of an actual contract to which the forecast contract is associated; an expected contract data generation step in which an expected contract data generation unit generates expected contract data including performance management items, expected contract numbers, and the actual contract numbers associated with the expected contracts, which are input by an operator via the expected contract registration screen; a forecast input screen display control step in which a forecast input screen display control unit displays a forecast input screen for inputting performance forecast items corresponding to the performance management items, a predetermined performance forecast period, and a forecast order amount for the predetermined performance forecast period based on the forecast contract data when inputting a performance forecast; a performance forecast data generation step in which a performance forecast data generation unit generates performance forecast data including a forecast order amount for a predetermined performance forecast period for the performance forecast item input by an operator via the forecast input screen; an output control step in which an output control unit controls the output of the performance forecast data; A performance management method for a business support device having the above-mentioned components.

6. Computer, a forecast contract registration screen display control unit that displays a forecast contract registration screen for registering, for each forecast contract, at least a performance management item, a forecast contract number, and an actual contract number of an actual contract to which the forecast contract is associated; a forecast contract data generation unit that generates forecast contract data including performance management items, forecast contract numbers, and the actual contract numbers associated with the forecasted contracts, which are input by an operator via the forecast contract registration screen; a forecast input screen display control unit that displays a forecast input screen for inputting performance forecast items corresponding to the performance management items, a predetermined performance forecast period, and a forecast order amount for the predetermined performance forecast period based on the forecast contract data when inputting a performance forecast; a performance forecast data generation unit that generates performance forecast data including a forecast order amount for a predetermined performance forecast period for the performance forecast item input by an operator via the forecast input screen; an output control unit that controls the output of the performance forecast data A performance management program that functions as a

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