Control device and management system

Abstract

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

Description

Technical Field

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

Background Art

[0002] Patent Document 1 discloses a sales management support system. According to the management support system, it is possible to manage the gross profit amount of sales and the conclusion probability of business negotiations for each business partner.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] The management support system described in Patent Document 1 supports sales activities of products for which profits can be recorded at the time of sale, such as office equipment. On the other hand, for products that are installed in conjunction with building construction, there are some products for which profits based on the completion amount, etc. cannot be recorded until a certain period has elapsed after the sale. Therefore, with this management support system, it is not possible to grasp the items to be recorded after a period has passed after the negotiation is completed or the timing when those items are to be recorded.

[0005] The present disclosure has been made to solve the above problems. An object of the present disclosure is to provide a management device and a management system capable of grasping items to be recorded after a period has passed after the negotiation is completed. Or, an object of the present disclosure is to provide a management device capable of grasping the timing when items to be recorded after a period has passed after the negotiation is completed are to be recorded.

Means for Solving the Problems

[0006] The management device relating to this disclosure is a management device that can communicate with a core server that manages information on contracted projects in which construction work is to be carried out, and comprises: a reception unit that accepts input of multiple negotiation information indicating the content of projects currently under negotiation or projects that have been completed, and input of the probability of securing the contract for each of the multiple negotiation information; an acquisition unit that acquires multiple accounting information, including accounting specifications, relating to contracted projects from the core server; a calculation unit that calculates the total estimated completion amount and the total estimated marginal profit for negotiation information that satisfies specified sorting conditions among the multiple negotiation information, and calculates the total actual completion amount and the total actual marginal profit based on the multiple accounting information that satisfies the sorting conditions; and a display control unit that displays the information calculated by the calculation unit on an interface.

[0007] Furthermore, the management device relating to this disclosure is a management device that can communicate with a core server that manages information on contracted projects for which construction work is to be carried out, and includes a reception unit that accepts input of multiple negotiation information indicating the content of projects currently under negotiation or completed negotiations, and input of the probability of securing the contract for each of the multiple negotiation information, a display control unit that displays the information on an interface, and the total estimated completion amount and the total estimated marginal profit for the negotiation information that satisfies specified sorting conditions among the multiple negotiation information. Value The system comprises a calculation unit that performs calculations, and each of the multiple business opportunity information includes an estimated completion date for the construction work related to the project. The display control unit displays, for business opportunity information that satisfies specified sorting conditions from among the multiple business opportunity information, the estimated completion date of the construction work, the probability of securing the order, the total estimated completion amount calculated by the calculation unit, and the total estimated marginal profit. Value and Display this information on the interface as well.

[0008] Furthermore, the management system relating to this disclosure comprises a core server that manages information on contracted projects in which construction work is to be carried out, and a management device that can communicate with the core server. The management device includes a reception unit that accepts input of multiple negotiation information indicating the details of projects currently under negotiation or projects that have been completed, and input of the probability of securing the contract for each of the multiple negotiation information; an acquisition unit that acquires multiple accounting information, including accounting specifications, relating to contracted projects from the core server; a calculation unit that calculates the total estimated completion amount and the total estimated marginal profit for negotiation information that satisfies specified sorting conditions among the multiple negotiation information, and calculates the total actual completion amount and the total actual marginal profit based on the multiple accounting information that satisfies the sorting conditions; and a display control unit that displays the information calculated by the calculation unit on an interface. [Effects of the Invention]

[0009] According to this disclosure, the management device acquires deal information, including accounting specifications, from the core server. The management device calculates the total estimated completion amount, the total estimated marginal profit, the total actual completion amount, and the total actual marginal profit, and displays them on the interface. This makes it possible to grasp the actual completion amount and actual marginal profit, which are expense items that are recorded after a period of time following the completion of a deal.

[0010] Alternatively, according to this disclosure, the management device displays the estimated completion date of the construction and the probability of securing the order for multiple business negotiations on the interface. This makes it possible to understand the estimated completion date for expense items that are recorded after a period of time following the conclusion of the business negotiations. [Brief explanation of the drawing]

[0011] [Figure 1] This diagram shows the equipment configuration of the management system in Embodiment 1. [Figure 2] This is a functional block diagram of the management system in Embodiment 1. [Figure 3] This figure shows an example of a screen displayed in the management UI of the management system in Embodiment 1. [Figure 4] This figure shows an example of a screen displayed in the management UI of the management system in Embodiment 1. [Figure 5] This figure shows an example of a screen displayed in the management UI of the management system in Embodiment 1. [Figure 6] This figure shows an example of a screen displayed in the management UI of the management system in Embodiment 1. [Figure 7] This figure shows an example of a screen displayed in the management UI of the management system in Embodiment 1. [Figure 8] This is a hardware configuration diagram of the management device for the management system in Embodiment 1. [Modes for carrying out the invention]

[0012] The embodiments for implementing this disclosure will be described with reference to the attached drawings. In each drawing, the same or corresponding parts are denoted by the same reference numerals. The explanation of such parts will be simplified or omitted as appropriate.

[0013] Embodiment 1. Figure 1 is a diagram showing the equipment configuration of the management system in Embodiment 1.

[0014] As shown in Figure 1, the management system 1 comprises a core server 2 and a management device 3. The management system 1 further comprises a plurality of terminals capable of communicating with the core server 2 or the management device 3. At least a portion of the management system 1 is owned by a sales company that sells buildings or installed equipment installed in buildings. For example, installed equipment installed in buildings includes elevators, escalators, air conditioning equipment, access control devices, etc. For example, the sales company manufactures the installed equipment and performs installation work in buildings, providing a full range of services including the process from when the installed equipment is sold to when it becomes operational in the building. The work performed by the sales company may be carried out while the building is under construction, or it may be carried out as renovation work on a building that has already been completed.

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

[0016] For example, the adjustment terminal 4 is a terminal such as a computer owned by the department in the sales company that adjusts construction work. When there is an order for installation equipment that requires construction, the department that adjusts construction registers the work order information including the work order for implementing the construction with the backbone server 2 via the adjustment terminal 4. For example, the accounting terminal 5 is a terminal such as a computer owned by the department in the sales company responsible for accounting work. The department responsible for accounting work registers accounting information including at least one of various expenses related to construction, various information for settlement, etc. as accounting details with the backbone server 2 via the accounting terminal 5. Note that the work order information and the accounting information are not limited to this example and may be registered with the backbone server 2 from any terminal.

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

[0018] The salesperson terminal 6 is a terminal such as a computer owned by a salesperson belonging to the branch. A salesperson is an employee who conducts sales for selling installation equipment. The manager terminal 7 is a terminal such as a computer owned by a manager belonging to the branch. The manager manages salespersons, the business performance of the branch, etc. The design department terminal 8 is held by a clerk in the department responsible for performing specific designs when installing installation equipment in a building. The construction department terminal 9 is held by a clerk in the department responsible for executing the construction of installing installation equipment in a building.

[0019] When a salesperson begins working on a case related to the sale of installation equipment, they register the negotiation information for that case in the management device 3. At this time, the salesperson enters specific information for the negotiation information, such as the likelihood of closing the deal, the order amount, the expected date of order, and the expected date of construction, as soon as the prospect becomes clear. The likelihood of closing the deal is an indicator of the probability that the order for the case will be confirmed, and it is divided into several stages. In this way, the salesperson updates the negotiation information as the sales progresses. The management device 3 stores multiple negotiation information corresponding to cases that are currently being negotiated, as well as negotiation information for cases that have been closed and ordered.

[0020] When the sale of installation equipment is decided, that is, when the order for installation equipment is confirmed, the salesperson sets the accuracy of the sales information to "confirmed" and creates an order confirmation notice. The order confirmation notice is a document that contains information indicating the details of the contract that has been confirmed. The order confirmation notice includes information such as the amount ordered, the details of the installation equipment, and the details of the construction work. For example, the order confirmation notice is created on the management device 3 via the salesperson's terminal 6. The order confirmation notice is sent to the department of the sales company that coordinates the construction work.

[0021] Upon receiving a notification of order confirmation, the department coordinating the construction work creates work order information related to the said notification of order confirmation and registers this work order information and the information from the said notification of order confirmation on the core server 2. The sales company carries out the installation work based on the work order information. The department responsible for accounting updates the accounting information for the said construction work stored on the core server 2 periodically, whenever expenses are incurred, when closing the accounts, etc.

[0022] Generally, in the accounting operations of companies involved in the construction of buildings or work on buildings, such as sales companies, there is an expense item called "completion amount" or "completion value." Specifically, settlement for work on buildings is made using the "completion amount" expense item when the work is completed. In building construction, it can take several months to several years from the time the order is confirmed until the work is completed. Furthermore, in cases where multiple fiscal periods pass between the order and the completion of the work, and certain conditions are met, it is necessary to divide and record a portion of the completion amount for each fiscal period. Thus, the timing at which the expense item "completion amount" appears in accounting documents is different from the timing of the order, and a considerable period has passed since the order was placed. Also, when and how much the completion amount is generated varies from case to case.

[0023] The administrator periodically or as needed uses the management device 3 from the administrator terminal 7 to check information such as the status of sales orders, the amount of orders received by the branch in a given accounting period, the amount of completed work generated by projects received by the branch in a given accounting period, and the marginal profit generated by projects received by the branch in a given accounting period. Based on the information checked, the administrator creates performance reports, sales plans, etc., for the branch. For example, the administrator creates performance reports, sales plans, etc., for the branch on a monthly, quarterly, semi-annual, or quarterly basis. For example, a salesperson uses the management device 3 from the salesperson terminal 6 to check the status of sales orders, etc., and creates a sales plan. In this case, the management device 3 mainly records only the business negotiation information registered from the salesperson terminal 6 or the administrator terminal 7. This business negotiation information is basically not updated further once the contract is completed, except when modifications are made. Therefore, when the management device 3 is accessed from the salesperson terminal 6 or the administrator terminal 7, it retrieves the latest information such as order confirmation notices, work order information, accounting information, etc., from the core server 2 as needed. The management device 3 calculates numerical values ​​and other data received from sales negotiation information, work order information, accounting information, etc., and displays them on the salesperson terminal 6 or the administrator terminal 7.

[0024] Next, we will explain the functions of management system 1 using Figure 2. Figure 2 is a functional block diagram of the management system in Embodiment 1.

[0025] As shown in Figure 2, the core server 2 is equipped with the functions of a contract acceptance DB 21, a project order DB 22, and an accounting DB 23. The contract acceptance DB 21 is a database that stores contract acceptance information, which indicates the order acceptance notification received by the department that coordinates the construction work. The project order DB 22 is a database that stores project order information created by the department that coordinates the construction work. The accounting DB 23 is a database that stores accounting information.

[0026] The order confirmation letter includes information about the project, such as the negotiation ID, creation date, modification date, recipient, issuance category, order type, identification information of the building to be constructed, the department that received the order, customer identification information, actual order amount, contract or renewal date, contracted construction period, actual construction period, cost calculation rates, and overheads. Overheads include the agreed-upon material costs, subcontracting costs, direct costs, variable costs, marginal profit, direct labor costs, direct working hours, and construction costs. The contracted construction period is the period from date A to date B, and is the construction period agreed upon in the contract; normally, the construction plan is drawn up to fit within this period. The actual construction period is the period from date C to date D, and is the construction period determined by the construction plan. Depending on the construction plan of the building to be constructed, changes may be necessary to the contracted construction period, actual construction period, overheads, etc. In this case, a revised order confirmation letter will be prepared by the sales representative or other relevant personnel. Contribution margin is a value calculated based on general calculations such as the value obtained by subtracting various expenses from the order value.

[0027] The project order information includes at least one piece of information contained in the order confirmation letter. In particular, the project order information includes the actual construction period, i.e., the actual planned completion date. For example, the project order information may be changed by the department in charge of coordinating the construction at the sales company.

[0028] Accounting information includes at least the actual expenses, the actual completed amount, and the date on which the actual completed amount was recorded for the project in question. For projects where the actual completed amount has not yet been recorded, the accounting information includes a statement that the actual completed amount is 0 and that there is no date on which it was recorded. Actual expenses include material costs, labor costs, etc., that have already been recorded. For example, accounting information is updated by the department in charge of accounting operations at the sales company.

[0029] In this example, project order information and accounting information are linked by an identification code. Acceptance information and business opportunity information are linked by a business opportunity ID. On the other hand, there is no common identification information between project order information and acceptance information. In other words, in this example, business opportunity information and acceptance information are not linked to project order information and accounting information within the system. The identification code used in core server 2 is complex or difficult to understand because it is capable of identifying all projects across the entire headquarters. For this reason, sales representatives belonging to branches can manage projects more efficiently without using identification codes.

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

[0031] For example, the sales opportunity information includes details about the target project, such as project ID, project type, accounting classification, order date, expected date for order reporting, probability, branch name, project title, contract type, expected order value, expected completed value, expected material costs, expected subcontracting costs, expected direct expenses, expected variable costs, expected direct labor costs, expected direct working hours, expected marginal profit, expected manufacturing cost, expected net profit upon completion (net profit determined upon completion), expected date of project completion, expected date of sales when sales become billable, sales type, sales representative, client name, client or coordinator, and sales opportunity status. In addition to indicating "confirmed," the probability may be set to multiple levels depending on the likelihood of receiving the order. Note that a salesperson may create an order confirmation notice without using management device 3 and send it to the department coordinating the construction at the sales company. In this case, the sales opportunity information for that project may not be updated to the latest state.

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

[0033] The reception unit 33 receives input of various types of information, such as negotiation information and acceptance information, from the sales representative terminal 6, the administrator terminal 7, the design department terminal 8, and the construction department terminal 9. In particular, the reception unit 33 receives information input from each terminal via input fields included in the management UI. For example, the reception unit 33 accepts input of sorting conditions via the management UI. Information regarding cases that meet the sorting conditions from among the various types of information, such as negotiation information, is displayed in the management UI.

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

[0035] The calculation unit 35 performs calculations on numerical values ​​included in at least one of the following: business negotiation information, acceptance information, project order information, and accounting information. In particular, the calculation unit 35 calculates the sum of numerical values ​​related to cases that satisfy the sorting conditions from among the various types of information such as business negotiation information. The numerical values ​​calculated by the calculation unit 35 are displayed in a predetermined position on the management UI by the display control unit 32.

[0036] The calculation unit 35 can perform calculations on several numerical values. Additionally, the display control unit 32 can display several pieces of information on the management UI. An example is described below.

[0037] As a first example, the calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit for cases related to one or more business opportunities that satisfy the sorting criteria specified via the management UI. In this case, the calculation unit 35 adds the estimated completion amount and the estimated marginal profit included in the multiple business opportunities that satisfy the sorting criteria. The acquisition unit 34 also acquires multiple accounting information from the accounting DB 23. The calculation unit 35 calculates the total actual completion amount and the total actual marginal profit for cases related to one or more accounting information that satisfy the same sorting criteria as for the business opportunities. In this case, for example, the sorting criteria include the case being "confirmed" and the specified period. Based on the business opportunities, the calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit that are expected to be recorded in the specified period. The calculation unit 35 calculates the total value of completed work and the total value of actual marginal profit recorded during the specified period based on accounting information. The display control unit 32 displays the values ​​calculated by the calculation unit 35 on the management UI.

[0038] For example, when an administrator creates a performance report summarizing the total completed project value and total marginal profit for the next half-year at a branch office, they refer to each total calculated using such sorting criteria from the management UI. Sales opportunity information and accounting information are stored separately in the management device 3 and core server 2, respectively, and are not linked to each other. The administrator can easily access values ​​calculated from these two types of information based on sorting criteria using the management device 3.

[0039] In the second example, the sorting condition specifies a sort range for multiple probability categories, including "confirmed." The sorting condition also includes a specified period. The calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit for one or more business opportunity information items that satisfy the sort range excluding "confirmed" from the specified multiple sort ranges among the multiple business opportunity information items. The acquisition unit 34 acquires multiple accounting information items from the accounting DB 23. The calculation unit 35 calculates the total actual completion amount and the total actual marginal profit for one or more accounting information items that satisfy the same sorting conditions as for the business opportunity information among the multiple accounting information items. The calculation unit 35 calculates the total completion amount including both estimated and actual values ​​by adding the total estimated completion amount and the total actual completion amount calculated in this way. The calculation unit 35 calculates the total completion amount including both estimated and actual values ​​by adding the total estimated marginal profit calculated in this way and the total actual marginal profit. The display control unit 32 displays the values ​​calculated by the calculation unit 35 on the management UI. For example, an administrator can refer to a total value that combines sales opportunity information and accounting information. When creating a plan, the administrator only needs to specify a sort range that provides an acceptable level of accuracy.

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

[0041] In the third example, the acquisition unit 34 may acquire multiple work order information from the work order DB 22. The display control unit 32 may also display the expected completion date of projects included in the specified period of sorting conditions from one or more work order information items, in addition to the multiple business opportunity information, on the management UI. In this case, the expected completion date for projects under negotiation and the expected completion date for projects where the negotiation has been finalized will be displayed together. The expected completion date is updated more frequently in the work order information than in the business opportunity information. The administrator can easily find out the most likely expected completion date. The display control unit 32 may also display only the expected completion date based on the work order information on the management UI. For example, the administrator formulates a sales plan based on the management UI. The sales plan is formulated at predetermined intervals. The specified period can be any period, such as monthly, quarterly, semi-annually, or quarterly, as needed in the sales plan.

[0042] In the fourth example, the sorting condition is set to the degree of certainty of "confirmation." The sorting condition also includes a specified period. The acquisition unit 34 acquires multiple acceptance / rejection information from the acceptance / rejection DB 21. The calculation unit 35 calculates the total value of orders included in the business opportunity information of cases where orders have been confirmed from among the multiple business opportunity information for the specified period. The calculation unit 35 calculates the total value of orders included in the multiple acceptance / rejection information for the specified period. The display control unit 32 displays the total value of orders calculated from the business opportunity information and the total value of orders calculated from the acceptance / rejection information on the management UI. The total value of orders calculated from the acceptance / rejection information represents the total amount billed to the customer. That is, the display control unit 32 displays the total value of orders calculated from the business opportunity information for the specified period and the total value of billed amounts from the acceptance / rejection information for the specified period on the management UI.

[0043] Sales representatives may send order confirmation notices to headquarters without entering deal information into management device 3 or without updating the deal information to the latest version. Administrators can determine whether all the latest deal information is available in management device 3 by comparing the total order value calculated from deal information with the total order value calculated from acceptance information. If the two total values ​​do not match, it is possible that one of the deal information entries stored in deal DB 31 does not have the latest amount, or that there are deals for which order confirmation notices have been sent but which are not registered in the deal information. For example, if an administrator finds that the two total values ​​do not match, they can remind the sales representative to enter all deal information without omission.

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

[0045] The integration unit 36 ​​accepts input of integration information corresponding to a given business opportunity via the management UI. The integration unit 36 ​​includes the integration information in the corresponding business opportunity information. The integration information is information provided by the construction department and the design department.

[0046] The design department, via design department terminal 8, checks the details of the project corresponding to the business negotiation information and enters the estimated design cost and design period for that project into the management UI's linked screen. The construction department, via construction department terminal 9, checks the details of the project corresponding to the business negotiation information and enters the estimated construction cost and construction period for that project into the management UI's linked screen. In this case, the construction department may refer to the estimated information entered by the design department into the management UI. That is, the estimated information entered by the design department may be displayed on construction department terminal 9. Also, the estimated information entered by the construction department may be displayed on design department terminal 8.

[0047] The integration unit 36 ​​displays the total estimated cost, which is the sum of the entered design cost estimate and construction cost estimate, on the integration screen of the management UI. The integration unit 36 ​​also displays the total estimated period, which is the sum of the entered design period estimate and construction period estimate, on the integration screen of the management UI. The total estimated cost and total estimated period are the overall estimated cost and overall estimated period for the construction, respectively. Construction sales representatives can conduct business negotiations based on the contents of the estimates displayed on the integration screen.

[0048] Next, we will explain examples of screens displayed in the management UI using Figures 3 to 7. Figures 3 to 7 show examples of screens displayed in the management UI of the management system in Embodiment 1.

[0049] Figure 3 shows the screen for entering new business opportunity information. The reception unit 33 accepts input of various types of information related to the business opportunity. The reception unit 33 may also accept input of the business opportunity ID of the business opportunity information stored in the business opportunity DB 31 by specifying the "source business opportunity ID". In this case, each item listed in the entered business opportunity ID will be entered into the fields on the screen for entering new business opportunity information.

[0050] Furthermore, the calculation unit 35 calculates values ​​such as direct expenses, marginal profit, and gross profit from the entered values ​​on the screen where new business opportunity information is entered. Variable costs are the sum of material costs, subcontracting costs, and direct expenses. Marginal profit is the difference between the order value and variable costs. Gross profit is the difference between the order value and manufacturing costs. These values ​​do not need to be entered into the management UI.

[0051] Figures 4 and 5 show a screen displaying a list of multiple business opportunity information that meet the sorting criteria. Column F1 of the screen displays one business opportunity information per row. The columns indicate the items of each business opportunity information. Column F2 is an input field for receiving sorting criteria. Column F3 is an area enclosed by a dashed line, where values ​​calculated by the calculation unit 35 are displayed in order. Specifically, column F3 displays the total completed value, total marginal profit, etc., of business opportunity information that meet the sorting criteria.

[0052] Tabs F4 through F10 are used to switch between display screens. When a tab is selected, information corresponding to that tab that satisfies the sorting criteria is displayed. For example, in tabs F4 through F9, information corresponding to columns F1 through F3 is displayed. In the management UI, you can check the information corresponding to each tab by switching tabs.

[0053] Tab F4, which displays "General Business Opportunities (Orders Received)," shows general business opportunity information. Figures 4 and 5 show the screen displayed by tab F4. Tab F5, which displays "Components (Orders Received / Sales)," displays business opportunity information for components among the contract types. Components are sales products that do not involve construction work. Tab F6, which displays "General Business Opportunities (Sales)," prioritizes displaying sales items from the business opportunity information.

[0054] Tab F7, which is labeled "Accounting," displays accounting information. Tab F8, which is labeled "Accounting," displays payment information. Tab F9, ​​which is labeled "Work Orders," displays work order information. For example, the value calculated by the calculation unit 35 based on the accounting information is displayed in column F3 of the "Accounting" tab F7. Alternatively, the value calculated by the calculation unit 35 based on the accounting information may also be displayed alongside column F3 in the "General Business Negotiations (Orders)" tab F4.

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

[0056] In column F1, the probability is set to "J" to indicate "confirmed" for all deal information. For example, the probability could be set to one of five levels from A to E to indicate a range of not being confirmed. For example, one or more characters indicating probability could be entered as the sort range.

[0057] For example, in tab F4, for multiple business opportunity information where the specified period is included in the expected timeframe, the expected completion date and probability are displayed together in column F1. For example, in tab F9, ​​the planned completion date included in the work order information is displayed in column F1. Although not shown in the diagram, the information from tabs F4 and F9 may be displayed on a single screen.

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

[0059] If tab F10 is selected, or if the "Accept" button F11 is selected, the system transitions to a screen for creating an order confirmation notice (not shown). When the system transitions to the order confirmation notice creation screen, the acquisition unit 34 acquires the information necessary to input accounting parameters such as cost information and rates from the core server 2. The order confirmation notice creation screen is provided with input fields for various types of information necessary for acceptance information.

[0060] When the "Accept" button F11 is selected, the user transitions to the screen for creating the order confirmation notice. In this case, the input fields for the various information required for acceptance information will already be populated with the corresponding information included in the business negotiation information corresponding to the "Accept" button F11. Subsequently, if the "Complete Creation" button is selected on the order confirmation notice creation screen, the order confirmation notice may be sent to the core server 2 via the prescribed approval route. Alternatively, if the "Complete Creation" button is selected on the order confirmation notice creation screen, the entered order confirmation notice with printable information may be created.

[0061] Figure 6 shows the screen displayed when the "Annual Forecast" tab is selected. It displays a list of multiple business opportunity information items that meet the sorting criteria, along with some accounting information items, with the information associated with each other.

[0062] In the check section F13, the probability of receiving an order is specified as one of the sorting conditions. In this example, "Order Received," which displays a list based on business opportunity information, is checked. Additionally, a check is entered to specify that the sorting condition must be "Probability A" or "Probability B."

[0063] Column F14 displays the cost items related to "order amount," "material costs," "outsourcing costs," and "direct expenses" from the business negotiation information for each project. Column F15 displays the cost items related to "order amount," "material costs," "outsourcing costs," and "direct expenses" from the accounting information for each project. Column F16 displays the calculated total value of each sorted cost item. Although not shown in the diagram, the marginal profit is also calculated and displayed on the screen in a similar manner. In other words, the screen in Figure 6 displays the projected order amount, actual completed amount, projected marginal profit, and actual marginal profit for each project.

[0064] If "Completed" is selected instead of "Ordered" in option F12 on this screen, a list of work order information that meets the sorting criteria will be associated with some of the accounting information and displayed accordingly. In this case, the "Ordered / Completed Amount" column will display "Completed Amount" instead of "Ordered Amount".

[0065] Figure 7 shows the screen displayed by the "Annual Total" tab, where some of the deal information and accounting information that meet the sorting criteria are displayed in comparison to the set budget value.

[0066] Each row displays the total "orders received," "completed projects," and "marginal profit" for the half-year period for each branch. For example, this screen shows the "orders received" for "Branch A" for the "first half" of the fiscal year "2023." Of these, the column corresponding to field F17 has the budget value pre-filled. For example, the "First Half" column under "Annual Total" contains the budget value set for the first half of the 2023 annual plan for each branch.

[0067] Columns F18 and F19 contain the total values ​​for each branch, calculated from either sales opportunity information or accounting information, respectively. Here, "Orders Received" in column F18 represents the total estimated orders received from sales opportunity information for a given branch, sorted by the first half of the fiscal year. Similarly, "Completed Works" represents the total actual completed works from accounting information for a given branch, sorted by the first half of the fiscal year. Likewise, "Contribution Margin" represents the total actual contribution margin from accounting information for a given branch, sorted by the first half of the fiscal year.

[0068] As shown on this screen, the actual performance figures for each branch are displayed along with the budgeted figures. Administrators can use this screen to create reports and plans for the next period while comparing these figures with the values ​​in the annual plan.

[0069] According to Embodiment 1 described above, the management system 1 comprises a core server 2 and a management device 3. The management device 3 comprises a reception unit 33, an acquisition unit 34, a calculation unit 35, and a display control unit 32. The acquisition unit 34 acquires accounting information for accepted orders from the core server 2. The calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit based on sorting conditions and multiple business negotiation information. The calculation unit 35 also calculates the total actual completion amount and the total actual marginal profit based on sorting conditions and accounting information for accepted orders. The display control unit 32 displays the calculated values. Therefore, the administrator can easily grasp the total estimated completion amount and total marginal profit, as well as the total actual completion amount and total marginal profit, i.e., expense items that are recorded after a period of time following the completion of a business negotiation.

[0070] Furthermore, the sorting criteria include a sorting range related to probability. The calculation unit 35 calculates the total estimated completion amount and the total estimated marginal profit for the deal information included in the sorting range. As a result, managers can easily grasp the estimated cost items according to the probability of winning the order. Managers can then use this information to plan for branches, etc.

[0071] Furthermore, the sorting criteria include a sort range that includes cases where the case has been "confirmed" and a specified period. The calculation unit 35 identifies the deal information corresponding to the probability of confirmation excluding confirmed cases within the sort range for the specified period, and calculates the total estimated completion amount and the total estimated marginal profit based on that deal information. The calculation unit 35 calculates the total actual completion amount and the total actual marginal profit for the specified period. The calculation unit 35 calculates the sum of these totals. In addition to the actual values, the administrator can know the total completion amount and total marginal profit, which include the estimated completion amount and marginal profit according to the probability.

[0072] Furthermore, the negotiation information includes the estimated completion date of the construction work. The display control unit 32 displays the estimated completion date and the probability of securing the order for multiple negotiations on the management UI. As a result, the manager can check the estimated completion date along with its probability, that is, they can understand when expense items that are recorded after a period of time following the completion of the negotiation will be recorded. As a result, the manager can create sales plans, etc., based on this information. The management device 3 may also be configured to include at least such a display control unit 32 and a reception unit 33. Even in this case, it is still possible to understand when expense items that are recorded after a period of time following the completion of the negotiation will be recorded.

[0073] Furthermore, the acquisition unit 34 acquires project completion information. The display control unit 32 displays the estimated completion date of the construction and the planned completion date included in the project completion information for multiple business negotiations on the management UI. As a result, the manager can create a sales plan or performance forecast based on the estimated completion date of the construction and the currently confirmed planned completion date.

[0074] Furthermore, the acquisition unit 34 acquires settlement information from the core server 2. The calculation unit 35 calculates the sum of the order amounts included in the deal information of cases where orders have been confirmed from among the multiple deal information for the specified period of sorting conditions, and the sum of the invoice amounts for the settlement information for the specified period. These two sums are displayed in the management UI by the display control unit 32. Among the cases included in the settlement information, there may be cases that are not registered as deal information in the management device 3 or that have not been updated. By comparing the two sums, the administrator can check whether all deal information has been registered in its latest state.

[0075] In the fourth example, the display control unit 32 may display an alert on the management UI if the total order value calculated from the business negotiation information does not match the total billing amount calculated from the settlement information. In this case, the administrator can easily find out that the two total values ​​do not match.

[0076] Furthermore, the management device 3 is further equipped with a linking unit 36. The management UI displays the overall estimated construction period calculated by the linking unit 36. As a result, sales representatives can easily find out the overall estimated period without having to obtain and combine information from the design and construction departments themselves. Also, for example, the construction department can input estimates based on the design department's estimates without going through sales representatives. As a result, the amount of work required for overall estimation can be reduced.

[0077] Next, we will explain an example of the hardware that makes up the management device 3 using Figure 8. Figure 8 is a hardware configuration diagram of the management device for the management system in Embodiment 1.

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

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

[0080] If the processing circuit includes at least one dedicated hardware 200, the processing circuit may be implemented as, for example, a single circuit, a composite circuit, a programmed processor, a parallel programmed processor, an ASIC, an FPGA, or a combination thereof. For example, each function of the management device 3 may be implemented by a processing circuit. For example, each function of the management device 3 may be implemented together by a processing circuit.

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

[0082] In this way, the processing circuit implements each function of the management device 3 using hardware 200, software, firmware, or a combination thereof.

[0083] Although not shown in the diagram, the functions of the core server 2, adjustment terminal 4, accounting terminal 5, salesperson terminal 6, administrator terminal 7, design department terminal 8, and construction department terminal 9 are also implemented by processing circuits equivalent to those that implement the functions of the management device 3.

[0084] To summarize the above explanation, the possible configurations of the technology relating to this disclosure include the configurations listed below as appendices. (Note 1) A management device that can communicate with a core server that manages information on contracted projects for which construction work is to be carried out, A reception unit that accepts input of multiple business negotiation information items indicating the details of ongoing or completed business negotiations, and input of the probability of securing the order for each of the aforementioned multiple business negotiation information items, An acquisition unit that acquires multiple accounting information, including accounting specifications related to orders already received, from the aforementioned core server, A calculation unit calculates the total estimated completion amount and the total estimated marginal profit for the business opportunity information that satisfies the specified sorting conditions among the plurality of business opportunity information, and calculates the total actual completion amount and the total actual marginal profit based on the plurality of accounting information that satisfies the sorting conditions. A display control unit that displays the information calculated by the aforementioned calculation unit on the interface, A management device equipped with this device. (Note 2) The aforementioned sorting criteria include a sorting range based on the likelihood of winning the project. The calculation unit is a management device as described in Appendix 1, which calculates the total estimated completion amount and the total estimated marginal profit for the business negotiation information included in the sort range from the plurality of business negotiation information. (Note 3) The sorting criteria include a sorting range that includes cases where the order has been confirmed, and a specified period, among the probabilities of receiving an order. The aforementioned arithmetic unit, For the business negotiation information among the plurality of business negotiation information, which is included in the specified period and within the sort range excluding those for which the certainty has been determined, the total estimated completion amount and the total estimated marginal profit are calculated. Based on the accounting information included in the specified period from among the plurality of accounting information, the total value of completed work and the total value of marginal profit for the actual work performed during the specified period are calculated. The management device described in Appendix 1 calculates the sum of the total estimated completed amount and the total actual completed amount for the specified period, and the sum of the total estimated marginal profit and the total actual marginal profit for the specified period, respectively. (Note 4) Each of the aforementioned multiple business negotiation information includes the expected completion date of the construction work related to the project. The display control unit is a management device according to any one of the appendices 1 to 3, which displays the estimated completion date of the construction and the probability of receiving the order for each of the multiple business negotiation information items on the interface. (Note 5) The acquisition unit acquires project time information, including the planned completion date of the ordered project, from the core server. The display control unit is a management device as described in Appendix 4, which displays the estimated completion date of the construction work and the planned completion date included in the construction work information for the plurality of business negotiation information on the interface. (Note 6) The acquisition unit acquires settlement information, including the amount billed to the customer for accepted orders, from the core server. The sorting criteria include the specified period and the fact that the order has been confirmed. The calculation unit is a management device according to any one of the appendices 1 to 5, which calculates the total amount of orders included in the sales information of cases for which orders have been confirmed among the multiple sales information for the specified period, and the total amount of invoices for the accepted information for the specified period. (Note 7) A linkage unit calculates and displays the overall estimated construction period for one of the aforementioned multiple business negotiations by combining the design estimation period entered by the construction design department and the construction estimation period entered by the construction department. A control device as described in any one of the appendices 1 to 6, further comprising the above. (Note 8) A management device that can communicate with a core server that manages information on contracted projects for which construction work is to be carried out, A reception unit that accepts input of multiple business negotiation information items indicating the details of ongoing or completed business negotiations, and input of the probability of securing the order for each of the aforementioned multiple business negotiation information items, A display control unit that displays information on the interface, Equipped with, Each of the aforementioned multiple business negotiation information includes the expected completion date of the construction work related to the project. The display control unit is a management device that displays the estimated completion date of the construction work and the probability of securing the order for each of the multiple business negotiation information items on the interface. (Note 9) A core server that manages information about contracted projects where construction work is to be carried out, A management device capable of communicating with the aforementioned core server, Equipped with, The aforementioned control device is A reception unit that accepts input of multiple business negotiation information items indicating the details of ongoing or completed business negotiations, and input of the probability of securing the order for each of the aforementioned multiple business negotiation information items, An acquisition unit that acquires multiple accounting information, including accounting specifications related to orders already received, from the aforementioned core server, A calculation unit calculates the total estimated completion amount and the total estimated marginal profit for the business opportunity information that satisfies the specified sorting conditions among the plurality of business opportunity information, and calculates the total actual completion amount and the total actual marginal profit based on the plurality of accounting information that satisfies the sorting conditions. A display control unit that displays the information calculated by the aforementioned calculation unit on the interface, A management system equipped with [features / equipment]. [Explanation of symbols]

[0085] 1 Management system, 2 Core server, 3 Management device, 4 Adjustment terminal, 5 Accounting terminal, 6 Salesperson terminal, 7 Administrator terminal, 8 Design department terminal, 9 Construction department terminal, 21 Acceptance DB, 22 Project order DB, 23 Accounting DB, 31 Negotiation DB, 32 Display control unit, 33 Reception unit, 34 Acquisition unit, 35 Calculation unit, 36 Linkage unit, 100a Processor, 100b Memory, 200 Hardware, B1, B2 Building

Claims

1. A management device that can communicate with a core server that manages information on contracted projects for which construction work is to be carried out, A reception unit that accepts input of multiple business negotiation information items indicating the details of ongoing or completed business negotiations, and input of the probability of securing the order for each of the aforementioned multiple business negotiation information items, An acquisition unit that acquires multiple accounting information, including accounting specifications related to orders already received, from the aforementioned core server, A calculation unit calculates the total estimated completion amount and the total estimated marginal profit for the business opportunity information that satisfies the specified sorting conditions among the plurality of business opportunity information, and calculates the total actual completion amount and the total actual marginal profit based on the plurality of accounting information that satisfies the sorting conditions. A display control unit that displays the information calculated by the aforementioned calculation unit on the interface, A management device equipped with this device.

2. The aforementioned sorting criteria include a sorting range based on the likelihood of winning the project. The management device according to claim 1, wherein the calculation unit calculates the total estimated completion amount and the total estimated marginal profit for the business negotiation information included in the sort range from the plurality of business negotiation information.

3. The sorting criteria include a sorting range that includes cases where the order has been confirmed, and a specified period, among the probabilities of receiving an order. The aforementioned arithmetic unit, For the business negotiation information among the plurality of business negotiation information, which is included in the specified period and within the sort range excluding those for which the certainty has been determined, the total estimated completion amount and the total estimated marginal profit are calculated. Based on the accounting information included in the specified period from among the plurality of accounting information, the total value of completed work and the total value of marginal profit for the actual work performed during the specified period are calculated. The management device according to claim 1, which calculates the sum of the total estimated completed amount and the total actual completed amount during the specified period, and the sum of the total estimated marginal profit and the total actual marginal profit during the specified period.

4. Each of the aforementioned multiple business negotiation information includes the expected completion date of the construction work related to the project. The management device according to any one of claims 1 to 3, wherein the display control unit displays the estimated completion date of the construction and the probability of receiving the order together for the plurality of business negotiation information on the interface.

5. The acquisition unit acquires project time information, including the planned completion date of the ordered project, from the core server. The management device according to claim 4, wherein the display control unit displays the estimated completion date of the construction work and the planned completion date included in the construction work information for the plurality of business negotiation information on the interface.

6. The acquisition unit acquires settlement information, including the amount billed to the customer for accepted orders, from the core server. The sorting criteria include the specified period and the fact that the order has been confirmed. The management device according to any one of claims 1 to 3, wherein the calculation unit calculates the total amount of orders included in the sales information of cases for which orders have been confirmed among the plurality of sales information during the specified period, and the total amount of invoices for the accepted information during the specified period.

7. A linkage unit calculates and displays the overall estimated construction period for one of the aforementioned multiple business negotiation information entries by combining the design estimation period entered by the construction design department and the construction estimation period entered by the construction department. A control device according to any one of claims 1 to 3, further comprising the above.

8. A management device that can communicate with a core server that manages information on contracted projects for which construction work is to be carried out, A reception unit that accepts input of multiple business negotiation information items indicating the details of ongoing or completed business negotiations, and input of the probability of securing the order for each of the aforementioned multiple business negotiation information items, A display control unit that displays information on the interface, A calculation unit that calculates the total estimated completion amount and the total estimated marginal profit for the business opportunity information that satisfies the specified sorting conditions among the plurality of business opportunity information, Equipped with, Each of the aforementioned multiple business negotiation information includes the expected completion date of the construction work related to the project. The display control unit is a management device that displays on the interface, together with the estimated completion date of the construction, the probability of receiving the order, the total estimated completion amount calculated by the calculation unit, and the total estimated marginal profit for the business negotiation information that satisfies the specified sorting conditions from among the plurality of business negotiation information.

9. A core server that manages information about contracted projects where construction work is to be carried out, A management device capable of communicating with the aforementioned core server, Equipped with, The aforementioned control device is A reception unit that accepts input of multiple business negotiation information items indicating the details of ongoing or completed business negotiations, and input of the probability of securing the order for each of the aforementioned multiple business negotiation information items, An acquisition unit that acquires multiple accounting information, including accounting specifications related to orders already received, from the aforementioned core server, A calculation unit calculates the total estimated completion amount and the total estimated marginal profit for the business opportunity information that satisfies the specified sorting conditions among the plurality of business opportunity information, and calculates the total actual completion amount and the total actual marginal profit based on the plurality of accounting information that satisfies the sorting conditions. A display control unit that displays the information calculated by the aforementioned calculation unit on the interface, A management system equipped with [features / equipment].

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