Management systems, management methods, and management programs

Abstract

To propose a management system, management method, and management program that allows for easy tracking of work progress. [Solution] One form of management system according to the present disclosure includes: an acquisition unit that acquires multiple business progress data including status indicating the progress of business and date and time information related to said status; an aggregation unit that aggregates the business progress data with the status as the first axis and the date and time information as the second axis; and a display control unit that displays the aggregated results on spreadsheet cells in a matrix format using the first and second axes, and in a format that allows identification of each cell by numerical value and color.

Description

Technical Field

[0001] The present disclosure relates to a management system, a management method, and a management program.

Background Art

[0002] In recent years, business outsourcing between companies has been actively carried out in order to efficiently conduct business. Under such circumstances, it is essential for the contractor to manage the progress of the business.

[0003] As technologies related to progress management, in a system having a workflow management and an approval function, technologies for displaying the progress of a business in different colors and notifying delays are known (for example, Patent Document 1). Also, a technology for generating evaluation data based on the progress data of a business on a virtual office is known (for example, Patent Document 2). Further, a technology for sharing information among related parties by recording each business item and managing business information in a unified manner is known (for example, Patent Document 3).

Prior Art Documents

Patent Documents

[0004]

Patent Document 1

Patent Document 2

Patent Document 3

Summary of the Invention

Problems to be Solved by the Invention

[0005] However, conventional technologies only offer status indicators showing how far a task has progressed or schedule management showing whether a task is exceeding its deadline. As a result, it is difficult for managers to accurately and comprehensively grasp the progress of a task, such as identifying which tasks are bottlenecks (delays) within the overall project.

[0006] Therefore, this disclosure proposes a management system, management method, and management program that enable administrators to easily grasp the progress of their work. [Means for solving the problem]

[0007] To solve the above problems, one form of management system according to this disclosure includes: an acquisition unit that acquires multiple business progress data including status indicating the progress of business and date and time information related to said status; an aggregation unit that aggregates the business progress data with the status as the first axis and the date and time information as the second axis; and a display control unit that displays the aggregated results on spreadsheet cells in a matrix format using the first and second axes, and in a format that allows identification of each cell by numerical value and color. [Effects of the Invention]

[0008] According to one embodiment of the system, the progress of the work can be easily grasped. [Brief explanation of the drawing]

[0009] [Figure 1] This figure shows an overview of the management process according to the embodiment. [Figure 2] This figure shows an example of the source data used to generate progress information. [Figure 3] This figure shows an example of a UI in an administration tool. [Figure 4] This figure shows an example of a progress management chart. [Figure 5] Figure (1) shows an example of the output of a progress management sheet. [Figure 6]Figure (2) shows an example of the output of a progress management sheet. [Figure 7] Figure (3) shows an example of the output of a progress management sheet. [Figure 8] This figure shows an example configuration of a management device according to an embodiment. [Figure 9] This figure shows an example of a business information storage unit according to the embodiment. [Figure 10] This figure shows an example of a worker information storage unit according to the embodiment. [Figure 11] This figure shows an example of an extraction condition storage unit according to an embodiment. [Figure 12] This is a hardware configuration diagram showing an example of a computer that implements the functions of a management device. [Modes for carrying out the invention]

[0010] Embodiments of the present disclosure will be described in detail below with reference to the drawings. In the following embodiments, the same parts will be denoted by the same reference numerals to avoid redundant descriptions.

[0011] (1. Embodiments) (1-1. Overview of the management process according to the embodiment) Figure 1 is a diagram illustrating an overview of the management process according to the embodiment. The management process according to the embodiment is executed by the management system 1 shown in Figure 1. The management system 1 includes a management device 100 and a work system 200. In this embodiment, the management system 1 is operated by an organization that engages in so-called BPO (Business Process Outsourcing) business, which carries out predetermined business entrusted to it by other companies. For example, the management system 1 manages the progress of the work, performs the assignment process to allocate workers 20 to be in charge of each task, and provides the workers 20 with a work environment for performing the actual work. The management system 1 also manages the results of the work carried out by a large number of workers 20 and manages their progress.

[0012] The management device 100 is an information processing device that executes the management process according to the embodiment. For example, the management device 100 is a server installed in an organization or business operator that conducts management operations, or a cloud server provided by an organization or business operator. The management device 100 executes the management process according to the embodiment based on information input from the administrator 10 belonging to the organization that operates the management system 1, for example.

[0013] The work system 200 is a system for performing work related to an order received from the outside. For example, the work system 200 is a server or the like that plays a role of providing a work environment for performing work related to public works to each worker 20. When the work system 200 receives access from the worker 20 in charge of each business related to the business, for example, it provides a work environment suitable for the business that the worker 20 is in charge of.

[0014] As described above, the management system 1 is used in a so-called BPO business. That is, in the embodiment, the management system 1 is assumed to be operated in an organization that has received a predetermined public work. The administrator 10 inputs information on each business required in the business and information on the worker 20 involved in each business to the management device 100. The management device 100 manages the progress of each business based on the input information. Hereinafter, each individual business assigned to each worker 20 is referred to as a "project".

[0015] By the way, depending on the work received in the BPO business, the work content is diverse, the number of people involved in one work may be large, or a large number of workers 20 may share the project, and progress management tends to be complicated. For this reason, it is difficult for the administrator 10 to accurately and comprehensively grasp the work progress, such as which work is a bottleneck in the whole work.

[0016] Therefore, it is desirable that management system 1 outputs progress results that allow administrator 10 to easily grasp the progress of the work without any extra effort, and makes them available for administrator 10 to view. In other words, in BPO businesses, there is a challenge in easily grasping the progress of the work. To address this challenge, management system 1 solves this problem through the management process described below. The outline of this management process will be explained below using Figure 1.

[0017] In the example shown in Figure 1, Administrator 10 is the user who manages the progress of the work, and Worker 20, an example of a worker, is the user who performs the work on a given project. For example, Administrator 10 belongs to an organization that operates a BPO business, and Worker 20 is a person who undertakes work from the organization. In the following explanation, when Administrator 10 and Worker 20 are not distinguished, they will be collectively referred to as "users". Also, although Figure 1 shows one Administrator 10 and one Worker 20, in reality, there may be multiple Administrators 10 and multiple Workers 20 as users of Management System 1.

[0018] In the example shown in Figure 1, the administrator 10 first inputs information about the workers 20 who actually perform the work, as well as details of the work contracted for the BPO business, into the management device 100 (step S10).

[0019] The management device 100 acquires worker information about worker 20 entered by the administrator 10 (step S12). The management device 100 also acquires business information entered by the administrator 10 (step S14).

[0020] Business information includes, for example, the names of public works projects the organization has been awarded, and information on each individual project required to complete the public works project. Project information includes, for example, the details of tasks such as "data entry," which involves entering specified information, and "review," which involves reviewing the entered information.

[0021] The worker information may include attribute information such as the worker's name and gender, as well as information on the projects the worker has handled so far, and the worker's suitability and abilities. Specifically, the manager 10 can, for example, set conditions for each worker 20 indicating which types of projects they are capable of handling.

[0022] Administrator 10 can view a list of entered information and information about the workers 20 to whom the cases have been assigned, via the management tool provided by the management device 100.

[0023] After the administrator 10 inputs information into the management device 100, if worker 20 desires to perform work, worker 20 requests the management device 100 to assign (assign) a case to them. When the management device 100 receives the assignment request from worker 20, it assigns the case and associates the necessary authority to perform the actual work. The authorized worker 20 accesses the work system 200 and performs the actual work (step S16).

[0024] The work system 200 receives information about the tasks performed by the worker 20 (step S18). For example, the work system 200 obtains the status of the worker 20 as work information, such as whether the worker 20 is performing data entry for a certain case, has interrupted data entry, or has finished data entry.

[0025] Next, the work system 200 transmits information about the work performed by the worker 20 to the management device 100 (step S20). The transmission of work information may be done at any time, such as at predetermined intervals (e.g., every hour) or at the end of each business day.

[0026] The management device 100 acquires work information from the work system 200 (step S22). Then, the management device 100 generates progress information related to the contracted project, for example, according to the operations of the administrator 10 (step S24). The progress information can be output in any format, such as a progress management table that displays the status of each task and the date and time on which that status was recorded in a matrix format on spreadsheet cells, a delay management table that shows which tasks are delayed at what date and time, or a daily report showing how many projects were completed on each business day.

[0027] At this time, the management device 100 may display the aggregated results on the spreadsheet cells in a format that allows for identification of each cell by numerical value and color. That is, the management device 100 can highlight the numerical value of a cell in red or highlight the display of a cell according to settings made by the administrator 10. This allows the management device 100 to output information such as information on cases that tend to get stuck or how many days have passed until the work is completed in an easy-to-understand manner on the UI (User Interface) that the administrator 10 checks. In this way, the administrator 10 manages the progress using the information provided by the management device 100 (step S26). Although Figure 1 shows an example in which the management device 100 performs case allocation processing and progress management, the case allocation processing may be performed by a different device than the management device 100.

[0028] Next, we will specifically explain the progress information output by the management device 100 using Figure 2 and subsequent figures. Figure 2 is a diagram showing an example of the source data for generating progress information.

[0029] Figure 2 shows data 50 indicating the processing performed in a certain public works project. Data 50 consists of, for example, a CSV (Comma Separated Values) file.

[0030] In the example in Figure 2, Data 50 relates to a "grant application" for a public works project, and shows that there are different types of applications, such as "Type A," "Type B," "Type C," and "Type D." Each data entry in Data 50 is assigned an identification number, and each entry also records the date and time the application was created and the review status, which indicates the status of that application. Note that Figure 2 shows only a portion of the original data; in reality, Data 50 may contain hundreds or even thousands of data entries.

[0031] The management device 100 acquires data each time a case related to the grant application is processed, that is, each time data related to an individual case, such as that shown in data 50, is generated by the work of the worker 20. Then, the management device 100 outputs a CSV file like data 50 in accordance with the operation of the administrator 10.

[0032] Administrator 10 will perform progress management using the management tool related to this disclosure after obtaining the CSV file. This point will be explained using Figure 3. Figure 3 is a diagram showing an example of the UI of the management tool.

[0033] The management tool screen 52 is, for example, a UI provided from the management device 100 to a terminal device managed by the administrator 10. The management tool screen 52 includes linked file selection items 54, count display 56, daily report output items 58, and a create button 60, etc.

[0034] Administrator 10 can have the management device 100 create progress management tables for each project by specifying the CSV file corresponding to the project for which they want to output progress management tables in the linked file selection item 54. As shown in Figure 3, the linked file selection item 54 has multiple items, so administrator 10 can specify multiple CSV files at once. For example, in the example in Figure 3, administrator 10 can specify five CSV files at once, from a project named "Business Operator" to a project named "Performance Report".

[0035] When a CSV file is specified, the management device 100 displays the number of data entries in the CSV file on the entry count display 56. Furthermore, when the administrator 10 specifies the output folder and other items in the daily report output item 58 and presses the create button 60, the management device 100 creates a daily report based on the progress management using the CSV file. The process for creating the daily report will be described later.

[0036] Next, using Figure 4, we will explain an example in which the management device 100 creates a progress management table as a CSV file from the data 50 shown in Figure 2. Figure 4 is a diagram showing an example of a progress management table.

[0037] The summary table 72 shown in Figure 4 shows the results of the aggregation of data related to data 50. In the example in Figure 4, the management device 100 performs aggregation for each "application type," classifying the status of each as "number of applications," "number of applications approved," "number of applications rejected," "number of applications withdrawn," and "number of applications held by the secretariat."

[0038] In the example of Type A, "Number of applications" indicates the number of data points in the data 50 that fall under "Type A," and the aggregated result is "56." In addition, "Number of grants approved," "Number of rejections," "Number of withdrawals," and "Number of applications held by the secretariat" are pre-configured by the administrator 10, etc., so that each data point included in the data 50 is allocated according to the status to be aggregated. For example, "Number of grants approved" aggregates data points whose review status is "Grant approved." Similarly, "Number of rejections" aggregates data points whose review status is "Rejected." Similarly, "Number of withdrawals" aggregates data points whose review status is "Withdrawn," "Application cancelled," "Declined," or "Incomplete withdrawal." Similarly, "Number of applications held by the secretariat" aggregates data points whose review status is "Held by the secretariat." In this way, the management device 100 may aggregate data points that fall under one status, or it may aggregate data points that fall under multiple statuses together.

[0039] Furthermore, the daily summary table 74 shown in Figure 4 includes the aggregated status results of the summary table 72 for cases that are not yet completed and whose work is ongoing. As shown in Figure 4, the daily summary table 74 is displayed with the first horizontal axis representing status, i.e., progress, and the second vertical axis representing date, i.e., the time axis. The daily summary table 74 is displayed on the administrator's terminal, etc., in a format similar to spreadsheet software, that is, with cells for each vertical and horizontal axis. This allows the administrator 10 to visually check the results of a so-called cross-tabulation between the axis representing time series and the axis representing status, and thus grasp the progress of the work at a glance.

[0040] One example shown in the daily summary table 74 is the number of cases for each review status of type A. For example, the data counted under "New" and "Under Review" indicates that there is no value for "Resubmission Date" in data 50, and the review status is "Received," "First Review in Progress," "First Review Completed," "Second Review in Progress," etc., indicating that the review is ongoing. Similarly, the data counted under "New" and "Notification of Deficiencies in Progress" indicates that there is no value for "Resubmission Date" in data 50, and the review status is "Notification of Deficiencies Issued," etc. In this way, the management device 100 can arbitrarily link the items to be summarized with the review status in the daily summary table 74, allowing it to flexibly output summarized data that meets the requirements of the administrator 10.

[0041] Furthermore, as shown in Figure 4, the management device 100 can display the aggregated figures for each date, as well as the total of all data included in data 50, separately. This allows the administrator 10 to check various operational figures, such as how many cases in data 50 are pending review, and on which dates there are the most pending cases.

[0042] Furthermore, the management device 100 may perform processing such as highlighting cells or numerical values ​​contained within cells when displaying the summary table 72 and the daily summary table 74. For example, in the summary table 72, the management device 100 may, according to the settings of the administrator 10, highlight the "Number of Grant Decisions" cell or the numerical value of "Number of Grant Decisions" in red if the number of grant decisions for a certain application type is below a predetermined percentage of the total number of applications. Alternatively, in the daily summary table 74, the management device 100 may highlight all cells in the column for a given date in red or blink if the number of "New" and "Returned Due to Deficiencies" cases under "Under Review" is above a predetermined number. This allows the administrator 10 to immediately check the data when they detect data that they should pay attention to, such as how many cases were processed during a predetermined period or that processing is concentrated on a particular day.

[0043] The management device 100 can also display and control the aggregated data in various ways. This will be explained using Figure 5. Figure 5 is Figure (1), which shows an example of the output of the progress management table.

[0044] The Elapsed Week Display 80 shown in Figure 5 is a table that shows how long and how many cases have been pending since a given date and time. In the Elapsed Week Display 80, "2025 / 7 / 1 9am" indicates the reference date and time. The numbers from "15" to "0" in the Elapsed Week Display 80 indicate the number of weeks that have passed since the reference date and time.

[0045] In the example in Figure 5, it is shown that there are 14 applications of the "Application Review" type with the status "Waiting for (Application) Second Review" as of four weeks prior to "July 1, 2025, 9:00 AM". This allows administrator 10 to instantly grasp information on which statuses of applications have been pending and for how long.

[0046] Furthermore, the management device 100 may display subtotals and grand totals of cases recorded in the elapsed week display 80 in the summary table 82. The management device 100 may also display a "rate" in the summary table 82, indicating what percentage of the total number of applications the recorded values ​​represent. This allows the administrator 10 to accurately grasp not only the number of pending cases, but also the breakdown of progress, such as what percentage of cases, depending on the type of business or application, are pending, or whether the work is being completed early.

[0047] Furthermore, the management device 100 can also display progress in a manner different from that shown in Figure 5. This will be explained using Figure 6. Figure 6 is Figure (2), which shows an example of the output of the progress management table.

[0048] The daily summary table 90 shown in Figure 6 displays the status of each case, its numerical value, and escalation information (such as inquiries) related to the case, for each date of the data contained in the data 50. The daily summary table 90 is created, for example, when the administrator 10 presses the create button 60 shown in Figure 3.

[0049] In the example shown in Figure 6, the management device 100 displays and controls the number of applications submitted each day (i.e., the number of cases that arose) and the number of cases that were escalated, thereby showing how many escalations occurred for each type of application. This allows the administrator 10 to easily identify cases that tend to get escalated and become stalled, or cases that are difficult for the workers 20 to handle alone.

[0050] Furthermore, the management device 100 may display subtotals and grand totals of cases recorded in the daily summary table 90 in the summary table 92. In addition, the management device 100 may display a "rate" in the summary table 92 that indicates the ratio of the number of escalations to the number of applications, or the number of escalations resolved on the same day. This allows the administrator 10 to accurately grasp numerical values ​​and ratios that may cause delays, such as the rate of escalation occurrence.

[0051] Furthermore, the management device 100 may create tables in a format other than the progress management table shown in Figure 4, etc., according to the settings of the administrator 10. This will be explained using Figure 7. Figure 7 is Figure (3), which shows an example of the output of the progress management table.

[0052] The progress management table 94 shown in Figure 7 is generated when the management device 100 counts only the values ​​for dates in the specified CSV file where data exists, and displays the values ​​for each status. In this way, the management device 100 can flexibly create not only the progress management tables and summary tables shown in Figures 4 to 6, but also progress management tables with arbitrarily set summary dates and items according to the administrator's requests.

[0053] Although not illustrated in Figure 7, the management device 100 may also create progress management tables and summary tables based on arbitrary information, such as categories for classifying cases, in addition to the review status, according to the contents of the specified CSV file.

[0054] As described above, the management system 1 makes it easy to create a progress management table that cross-tabulates the time axis and status in accordance with the requirements of the administrator 10. Through this process, the management system 1 makes it possible for the administrator 10 to easily grasp the progress of work without burdening the administrator 10 in a BPO business where multiple workers 20 are engaged in various projects.

[0055] (1-2. Configuration of the control device according to the embodiment) Next, the configuration of the management device 100 that performs the management processing according to the embodiment will be described. Figure 8 is a diagram showing an example of the configuration of the management device 100 according to the embodiment.

[0056] As shown in Figure 8, the management device 100 includes a communication unit 110, a storage unit 120, and a control unit 130.

[0057] The communication unit 110 is implemented, for example, by a network interface controller. The communication unit 110 is connected to a network N (e.g., the Internet) by wire or wireless connection and transmits and receives information with external devices such as the work system 200 via the network N. For example, the communication unit 110 may transmit and receive information using any communication standard or technology such as Wi-Fi®, Bluetooth®, SIM (Subscriber Identity Module), or LPWA (Low Power Wide Area).

[0058] The storage unit 120 is implemented by a storage device such as a semiconductor memory element, such as RAM (Random Access Memory) or flash memory. In this embodiment, the storage unit 120 includes a business information storage unit 121, a worker information storage unit 122, and an extraction condition storage unit 123.

[0059] The information stored in the memory unit 120 will be explained below using Figures 9 to 11. In the examples shown in Figures 9 to 11, the information stored in the memory unit 120 is sometimes conceptually represented as "A01" or "B01," but in reality, each piece of information described later is stored in the memory unit 120.

[0060] The business information storage unit 121 stores information related to the work performed by the worker 20. Figure 9 shows an example of the information stored by the business information storage unit 121. Figure 9 is a diagram showing an example of the business information storage unit 121 according to this embodiment. In the example shown in Figure 9, the business information storage unit 121 has items such as "business ID", "business type", "case", "worker conditions", and "progress status".

[0061] "Job ID" indicates identification information that identifies the job. "Job Type" indicates the type of job that worker 20 is engaged in. "Project" indicates each task associated with the job. "Worker Requirements" indicates the requirements for worker 20 who is in charge of the project. "Progress Status" indicates the progress of the work that worker 20 is doing on the project (how far the work has progressed, whether the work has been interrupted, etc.).

[0062] In other words, in the example shown in Figure 9, the task with task ID "A01" is a public project related to "grant application," and tasks such as "input," "first review," and "second review" are set as associated tasks. Also, in the example shown in Figure 9, the worker condition "B01" is set for the task "input," and its progress status is "C01."

[0063] Note that while Figure 9 shows an example where only one case of the same type is assigned to each task, there may be multiple cases of the same type.

[0064] Next, the worker information storage unit 122 will be described. The worker information storage unit 122 stores information about users registered in the management tool, that is, information about workers 20 engaged in work. Note that the users registered in the worker information storage unit 122 may include users with administrative privileges, such as administrator 10. Figure 10 shows an example of the information stored in the worker information storage unit 122. Figure 10 is a diagram showing an example of the worker information storage unit 122 according to the embodiment. In the example shown in Figure 10, the worker information storage unit 122 has items such as "User ID", "Position / Department", "Condition Setting Information", and "Account Information".

[0065] "User ID" indicates identification information that identifies the user registered in the management tool. "Position / Affiliation" indicates the user's position and affiliation. "Condition Setting Information" indicates information that is referenced when the user engages in work. For example, condition setting information includes attribute information such as the user's registered work ability, experience, qualifications, and gender. "Account Information" indicates account information issued to the user from the work system 200 when engaging in work.

[0066] In other words, in the example shown in Figure 10, it is shown that the user with user ID "E01" has a job title / affiliation of "F01", condition setting information of "G01", and account information of "H01".

[0067] Next, the extraction condition storage unit 123 will be described. The extraction condition storage unit 123 stores the conditions set by the administrator 10 when extracting pending cases. Figure 11 shows an example of the information stored in the extraction condition storage unit 123. Figure 11 is a diagram showing an example of the extraction condition storage unit 123 according to the embodiment. In the example shown in Figure 11, the extraction condition storage unit 123 has items such as "extraction condition ID", "extraction condition", and "display control".

[0068] "Extraction Condition ID" indicates identification information that identifies the extraction condition. "Extraction Condition" indicates the specific conditions under which a case will be extracted. "Display Control" indicates setting information such as how the case will be displayed when it is extracted.

[0069] In other words, in the example shown in Figure 11, the extraction condition for extraction condition ID "J01" is "the case has no work history for 48 hours," and the management device 100 displays the cell text color as "yellow" for the aggregated value that includes the cases extracted under this condition.

[0070] Furthermore, the extraction condition storage unit 123 may be set with conditions related to aggregated values, rather than conditions for each individual case. For example, as shown in Figure 11, another example is that the extraction condition for extraction condition ID "J02" is "30% or more of the aggregated values ​​must include cases that are currently stalled," and the management device 100 displays the cell text color in "yellow" for aggregated values ​​extracted under this condition. In this case, the administrator 10 can pre-define the conditions for "stalled" cases, such as considering "cases that have not progressed to the next work status for two weeks or more" as "stalled."

[0071] Returning to Figure 8, let's continue the explanation. The control unit 130 is implemented by, for example, a CPU (Central Processing Unit), MPU (Micro Processing Unit), GPU (Graphics Processing Unit), etc., which executes a program stored inside the management device 100 using RAM or the like as a working area. The control unit 130 is also a controller and is implemented by an integrated circuit such as an ASIC (Application Specific Integrated Circuit) or FPGA (Field Programmable Gate Array).

[0072] As shown in Figure 8, the control unit 130 includes an acquisition unit 131, an aggregation unit 132, and a display control unit 133.

[0073] The acquisition unit 131 acquires multiple data sets of work progress, which include status information indicating the progress of the work and date and time information related to that status. Work progress data can include any information related to the work managed by the management device 100. Specifically, work progress data refers to data in which there is a one-to-one relationship between information indicating the status of each task that worker 20 is engaged in and the date and time when that information was recorded or updated. The work progress data is output as a CSV file containing multiple data sets, as requested by the manager 10, for example, as shown in data 50 in Figure 2.

[0074] Note that the work progress data may include information other than the items shown in Figure 5. For example, the work progress data may include information about approvers who are responsible for approving work in the business or operations, information about the workers 20 who were involved, and the start and end dates and times of the processing.

[0075] The aggregation unit 132 aggregates data based on the business progress data, with status as the first axis and date and time information as the second axis. In other words, the aggregation unit 132 performs a so-called cross-tabulation that includes multiple pieces of information, such as status and date and time information.

[0076] Furthermore, as shown in Figures 4 to 7, the aggregation unit 132 may not only count the information indicated by the status, but may also count multiple statuses together depending on the settings. For example, if the status of a case is "First Review Input" or "Second Review Input," indicating that it is under review, the aggregation unit 132 may aggregate these together as an item called "Under Review." The settings for aggregation may be set in advance by the administrator 10, or they may be based on a predetermined rule base, such as using terms like "review" or "input" as keywords and grouping statuses that contain those keywords.

[0077] The display control unit 133 displays the results aggregated by the aggregation unit 132 on spreadsheet cells in a matrix format using a first axis and a second axis, and in a format that allows each cell to be identified by numerical values ​​and colors.

[0078] For example, the display control unit 133 calculates the completion rate of a specified task on a specified day based on multiple work progress data, and displays a numerical value or color corresponding to the completion rate on the cell. Alternatively, the display control unit 133 displays a daily report corresponding to the specified day, which includes a numerical value or color corresponding to the completion rate. Note that, as shown in Figures 5 and 6, a daily report does not necessarily mean an aggregate value for only one day, but may also include a progress management table in which numerical values ​​aggregated by date are combined over multiple days.

[0079] Furthermore, the display control unit 133 calculates the number of statuses for each predetermined time or day based on the work progress data, and displays a numerical value or color on the cell corresponding to the number of statuses. For example, if the display control unit 133 finds a value in the aggregated value that matches the conditions set in the extraction condition storage unit 123, it changes the color of the cell displaying that value or changes the text display color of that value according to the settings.

[0080] Furthermore, the display control unit 133 calculates the number of cases in the business progress data where the same status is recorded over a predetermined time or period, and displays a numerical value or color on the cell corresponding to the calculated number. Alternatively, the display control unit 133 displays pending management information where the recorded number is displayed for each status. For example, if the aggregated value includes cases that meet the conditions set in the extraction condition storage unit 123, the display control unit 133 changes the color of the cell displaying that value or changes the text display color of that value according to the settings. In this way, the display control unit 133 can highlight aggregated values ​​that include the number of cases where the same status is recorded over a predetermined time or period, i.e., pending cases. In addition, as shown in Figure 5, the display control unit 133 can output information that allows users to visually grasp the pending status by displaying aggregated values ​​for each status ("First stage review completed," "Second stage review completed," etc.) that indicate how long a case has been pending. Furthermore, as shown in Figure 5, the display control unit 133 can also display the dwell time and the number of dwelling items for each predetermined time period (for example, "10:00 to 17:00") by status, thus providing the administrator 10 with more detailed information.

[0081] Furthermore, the display control unit 133 can also accept in advance the designation of statuses to be aggregated, and display the accepted designation as the first axis and the date and time information as the second axis in a matrix format. For example, as shown in Figure 4, the display control unit 133 can, based on the pre-configuration, display all statuses indicating that a case is under review, such as "Under First Review," "First Review Completed," and "Under Second Review," as a single status item, "Under Review." This setting can be changed at the administrator's discretion. Therefore, the administrator 10 can flexibly change the statuses they want to aggregate and display, and create a table that allows them to instantly grasp only the information they want to view. This setting may also be implemented in a way that allows the administrator 10 to select the items to aggregate by clicking on a cell containing the aggregated information in a progress management table displayed in spreadsheet format. This allows the administrator 10 to make settings with simple operations. In addition, the display control unit 133 may perform processing such as displaying the details of the selected individual case in a pop-up when a cell or aggregated value selected by the administrator 10 is clicked in the spreadsheet format. This allows administrator 10 to easily check detailed information such as what types of cases are included in the aggregated values.

[0082] (2. Variant) (2-1. Generating a progress management sheet) In the above embodiment, an example was shown in which the administrator 10 generates a progress management table by having the administrator 10 output a CSV file and specifying the output CSV file on the UI shown in Figure 3. However, the management device 100 may generate the progress management table as appropriate, even without an explicit request from the administrator 10.

[0083] For example, the management device 100 acquires the work progress data based on a pre-set timing for acquiring the work progress data. The management device 100 may then automatically aggregate the work progress data at the time it is acquired.

[0084] Specifically, the management device 100 may automatically acquire information on the cases it manages at a time set by the administrator 10, and generate a progress management table based on the acquired information. This allows the administrator 10 to obtain the progress management table at a predetermined time without having to perform any manual processing.

[0085] Alternatively, the management device 100 may automatically aggregate business progress data when it receives a predetermined number of cases or when it completes a predetermined number of processing tasks. This allows the management device 100 to create a progress management table in real time whenever there is any activity in the business it manages, thereby providing the administrator 10 with timely information.

[0086] (2-2. Types of Management Systems) In the above embodiment, an example was shown where the management device 100 and the work system 200 are different devices in the management system 1. However, the configuration of the management system 1 can be flexibly changed, and for example, the management system 1 may be operated as a single system that encompasses both the management device 100 and the work system 200.

[0087] (3. Other Embodiments) The processing according to the above-described embodiment may be carried out in various other forms besides those described above.

[0088] For example, among the processes described in the above 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 by known methods. In addition, the processing procedures, specific names, and information including various data and parameters shown in the above document and drawings can be changed at will unless otherwise specified. For example, the various information shown in each figure is not limited to the information shown.

[0089] Furthermore, the components of each illustrated device are functionally conceptual and do not necessarily need to be physically configured as shown. In other words, the specific forms of distribution and integration of each device are not limited to those shown, and all or part of them can be functionally or physically distributed and integrated in any unit according to various loads and usage conditions.

[0090] Furthermore, the embodiments and modifications described above can be combined as appropriate, provided that the processing content is not inconsistent.

[0091] Furthermore, the effects described herein are merely illustrative and not limiting; other effects may also occur.

[0092] (4. Effects of the management system related to this disclosure) As described above, the management system relating to this disclosure (management system 1 in the embodiment) includes an acquisition unit (acquisition unit 131 in the embodiment), an aggregation unit (aggregation unit 132 in the embodiment), and a display control unit (display control unit 133 in the embodiment). The acquisition unit acquires multiple business progress data, including status indicating the progress of the business and date and time information related to said status. The aggregation unit aggregates the business progress data, with status as the first axis and date and time information as the second axis. The display control unit displays the aggregated results on spreadsheet cells in a matrix format using the first and second axes, and in a format that allows identification of each cell by numerical value and color.

[0093] As described above, the management system described in this disclosure displays the results of a so-called cross-tabulation of business-related information, using an axis representing time series and an axis representing status. This allows the management system to provide information on business progress and bottlenecks in a way that is easily understandable to humans visually and intuitively, making it easy to grasp the progress of business.

[0094] Furthermore, the display control unit calculates the completion rate of a predetermined task on a predetermined day based on multiple work progress data, and displays a numerical value or color corresponding to that completion rate on a cell, or displays a daily report corresponding to that predetermined day that includes the numerical value or color corresponding to that completion rate.

[0095] In this way, the management system can improve the efficiency of information gathering for administrators by providing information with variable cell and text colors according to the progress rate of the work.

[0096] Furthermore, the display control unit calculates the number of statuses for each predetermined time or day based on the work progress data, and displays a numerical value or color on the cell corresponding to the number of statuses.

[0097] In this way, the management system can provide multifaceted information about operations, such as the status of operations and the time periods or dates when operations are concentrated, by providing tables that output information for each predetermined time period.

[0098] Furthermore, the display control unit calculates the number of times the same status is recorded in the work progress data over a predetermined time or period, and displays a numerical value or color on the cell corresponding to the calculated number, or displays stagnation management information showing the recorded number for each status.

[0099] In this way, the management system can acquire aggregate values ​​that include pending cases, and provide the management side with aggregate tables that show various perspectives of information, such as the time spent on each case or the number of pending cases.

[0100] Furthermore, the acquisition unit acquires the work progress data based on the pre-set timing for acquiring the work progress data. The aggregation unit aggregates the work progress data at the time it is acquired by the acquisition unit.

[0101] In this way, management systems can perform aggregations in real time or without requiring manual intervention, thus enabling more efficient business management.

[0102] Furthermore, the display control unit accepts in advance the designation of statuses to be aggregated, and displays the accepted designations in a matrix format with the first axis and the date and time information as the second axis.

[0103] Thus, the management system related to this disclosure can not only aggregate data by status, but also create and aggregate items that combine multiple statuses, thereby accurately providing the information desired by the management side.

[0104] (5. Hardware Configuration) The information devices such as the management device 100 and the work system 200 according to the embodiments described above are realized by a computer 1000 having a configuration such as that shown in Figure 12. The following explanation will use the management device 100 according to the embodiments as an example. Figure 12 is a hardware configuration diagram showing an example of a computer 1000 that realizes the functions of the management device 100. The computer 1000 has a CPU 1100, RAM 1200, ROM (Read Only Memory) 1300, HDD (Hard Disk Drive) 1400, a communication interface 1500, and an input / output interface 1600. The various parts of the computer 1000 are connected by a bus 1050.

[0105] The CPU 1100 operates based on programs stored in the ROM 1300 or HDD 1400, and controls various parts. For example, the CPU 1100 loads the programs stored in the ROM 1300 or HDD 1400 into the RAM 1200 and executes processing corresponding to the various programs.

[0106] ROM1300 stores boot programs such as the BIOS (Basic Input Output System) executed by CPU1100 when computer 1000 starts up, as well as programs that depend on the computer 1000's hardware.

[0107] The HDD1400 is a recording medium readable by the computer 1000, which non-temporarily records programs executed by the CPU 1100 and data used by such programs. Specifically, the HDD1400 is a recording medium that records a management program, which is an example of program data 1450, that executes the management processing related to this disclosure.

[0108] The communication interface 1500 is an interface for the computer 1000 to connect to an external network 1550 (e.g., the Internet). For example, the CPU 1100 can receive data from other devices or transmit data it generates to other devices via the communication interface 1500.

[0109] The input / output interface 1600 is an interface for connecting the input / output device 1650 and the computer 1000. For example, the CPU 1100 receives data from input devices such as a keyboard or mouse via the input / output interface 1600. The CPU 1100 also transmits data to output devices such as a display, speaker, or printer via the input / output interface 1600. The input / output interface 1600 may also function as a media interface for reading programs recorded on a predetermined recording medium (media). Examples of media include optical recording media such as DVDs (Digital Versatile Discs) and PDs (Phase Change Rewritable Disks), magneto-optical recording media such as MOs (Magneto-Optical Disks), tape media, magnetic recording media, or semiconductor memory.

[0110] For example, when computer 1000 functions as a management device 100 according to the embodiment, the CPU 1100 of computer 1000 realizes functions such as the control unit 130 by executing a management program loaded on RAM 1200. The HDD 1400 stores the management program according to this disclosure and data in the storage unit 120. The CPU 1100 reads and executes program data 1450 from HDD 1400, but as another example, these programs may be obtained from other devices via an external network 1550.

[0111] Although embodiments of the present application have been described in detail based on the drawings, these are illustrative examples, and the present invention can be implemented in various other forms with modifications and improvements based on the knowledge of those skilled in the art, starting with the embodiments described in the disclosure section of the invention. [Explanation of Symbols]

[0112] 1 Management System 10 Administrator 20 workers 100 Management device 110 Communications Department 120 Storage section 121 Business information storage unit 122 Operator information storage unit 123 Extraction condition storage section 130 Control Unit 131 Acquisition Department 132 Aggregation Department 133 Display Control Unit 200 work systems

Claims

1. An acquisition unit that acquires a CSV (Comma Separated Values) file containing multiple business progress data, including status information indicating the progress of the work and date and time information related to that status, Based on the business progress data contained in the CSV file, an aggregation unit aggregates the status as the first axis and the date and time information as the second axis. A display control unit that displays the aggregated results on a spreadsheet cell in a matrix format using the first and second axes, and in a format that allows for identification of each cell by numerical value and color, Equipped with, The display control unit, Prior to displaying the aggregated results, a user interface (UI) is displayed that allows the user to specify which CSV files to output for each business categorized by the type of business. Furthermore, when the UI receives an instruction to output a CSV file corresponding to any business, the number of business progress data entries contained in the specified CSV file is displayed. The acquisition unit is, In the aforementioned UI, the CSV file specified by the user is obtained. Management system.

2. The display control unit, Based on multiple business progress data, the system calculates the completion rate of a specified task on a specified day, displays a numerical value or color corresponding to that completion rate on the cell, or displays a daily report corresponding to that specified day that includes the numerical value or color corresponding to that completion rate. The management system according to claim 1.

3. The display control unit, Based on the aforementioned business progress data, the number of the aforementioned statuses for each predetermined time or day is calculated, and a numerical value or color corresponding to the number of said statuses is displayed on the cell. The management system according to claim 1.

4. The display control unit, The system calculates the number of times the same status is recorded over a predetermined time or period from the aforementioned business progress data, and displays a numerical value or color corresponding to the calculated number on the cell, or displays stagnation management information showing the recorded number for each status. The management system according to claim 3.

5. The acquisition unit is, Based on the pre-set timing for acquiring the aforementioned business progress data, the business progress data is acquired. The aforementioned aggregation unit, At the time the business progress data is acquired by the acquisition unit, the business progress data is aggregated. The management system according to claim 1.

6. The display control unit, The system accepts in advance which statuses to be aggregated from the aforementioned statuses, and displays the accepted statuses in a matrix format with the first axis representing the statuses and the date and time information representing the statuses as the second axis. The management system according to claim 1.

7. Computers Obtain a CSV (Comma Separated Values) file containing multiple business progress data, including status information indicating the progress of the work and date and time information related to that status. Based on the business progress data contained in the CSV file, the status is aggregated on the first axis and the date and time information on the second axis. The aggregated results are displayed in a spreadsheet cell in a matrix format using the first and second axes, and in a format that allows for identification of each cell by numerical value and color. A management method that includes the following, Prior to displaying the aggregated results, a user interface (UI) is displayed that allows the user to specify which CSV files to output for each business categorized by the type of business. Furthermore, when the UI receives an instruction to output a CSV file corresponding to any business, the number of business progress data entries contained in the specified CSV file is displayed. In the aforementioned UI, the CSV file specified by the user is obtained. A management method that includes this.

8. Computers, An acquisition unit that acquires a CSV (Comma Separated Values) file containing multiple business progress data, including status information indicating the progress of the work and date and time information related to that status, Based on the business progress data contained in the CSV file, an aggregation unit aggregates the status as the first axis and the date and time information as the second axis. A display control unit that displays the aggregated results on a spreadsheet cell in a matrix format using the first and second axes, and in a format that allows for identification of each cell by numerical value and color, A management program for functioning as a management system equipped with the following features: The display control unit, Prior to displaying the aggregated results, a user interface (UI) is displayed that allows the user to specify which CSV files to output for each business categorized by the type of business. Furthermore, when the UI receives an instruction to output a CSV file corresponding to any business, the number of business progress data entries contained in the specified CSV file is displayed. The acquisition unit is, In the aforementioned UI, the CSV file specified by the user is obtained. Management program.

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