CN108320166A - A kind of business opportunity progress method for tracing and system - Google Patents
A kind of business opportunity progress method for tracing and system Download PDFInfo
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- CN108320166A CN108320166A CN201810116236.XA CN201810116236A CN108320166A CN 108320166 A CN108320166 A CN 108320166A CN 201810116236 A CN201810116236 A CN 201810116236A CN 108320166 A CN108320166 A CN 108320166A
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
- G06Q30/012—Providing warranty services
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/10—File systems; File servers
- G06F16/18—File system types
- G06F16/1805—Append-only file systems, e.g. using logs or journals to store data
- G06F16/1815—Journaling file systems
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Abstract
The invention discloses a kind of business opportunity progress method for tracing and systems, and described method includes following steps：Step 1 is collected the daily record of monitored operation system using log collecting server, and carries out classification storage to daily record according to Log Label is obtained；Step 2 determines daily record resolution rules, is explained to daily record, and the corresponding daily record of resource is associated；Step 3 polymerize the data after explanation, to realize the tracking to business opportunity progress, through the invention, the efficiency of business opportunity acquisition can be improved.
Description
Technical field
The present invention relates to technical field of information processing, more particularly to a kind of business opportunity progress method for tracing and system.
Background technology
Customer relation management (Customer Relationship Management, CRM) system is to utilize information science
Technology realizes the marketing, sale, the activity automation such as service, and it is satisfied, thoughtfully to be that enterprise can more efficiently be that client provide
Service, a kind of administration mode to increase customer satisfaction degree, for the purpose of loyalty.
Business opportunity, what is referred to is exactly commercial opportunity, that is, represents the client of very big cooperation intention, the conjunction that may greatly sign
Together.Usually, in order to seek business opportunities, the customer data that user can be collected into is conducted into crm system, has filtered out sales opportunnities
Client, further contacting those has a client of sales opportunnities, the people for providing apparent sale intention is obtained, to obtain CRM
Business opportunity in system.In general, there are many business opportunities in crm system.User is when using crm system, by browsing side
Formula obtains interested business opportunity from numerous business opportunities.
Each resource of current each crm system is more dispersed, independent, and existing opportunity management generally passes through such as lower section
Formula：Each business opportunity is checked by administrative staff are irregular, inquires the responsible person of each business opportunity, which step which reaches, and bears
Duty people searches or sorts out again data and is supplied to administrative staff；Alternatively, at regular intervals (such as one week) by developer
Primary statistics script is run, the progress of each business opportunity is counted, then notifies related personnel.
As it can be seen that each resource of current each crm system is more dispersed, independent, higher level can not be regarded at one
Business opportunity or the overall condition of order are seen on figure, so that not knowing how that the next step operation for quickly positioning the business opportunity should
Be what and completeness how, and business opportunity acquisition process is slow, inefficiency.
Invention content
In order to overcome the deficiencies of the above existing technologies, purpose of the present invention is to provide a kind of business opportunity progress method for tracing
And system, to improve the efficiency of business opportunity acquisition.
In view of the above and other objects, the present invention proposes a kind of business opportunity progress method for tracing, include the following steps：
Step 1 collects the daily record of monitored operation system using log collecting server, and according to acquisition daily record mark
Label carry out classification storage to daily record；
Step 2 determines daily record resolution rules, is explained to daily record, and the corresponding daily record of resource is associated；
Step 3 polymerize the data after explanation, to realize the tracking to business opportunity progress.
Further, in step 1, the daily record of collection is checked according to specification, label does not meet the day of specification
Will notifies developer to check and adjust in time.
Further, each monitored operation system generates the every of the journal module record traffic personnel of library offer by daily record
Then once-through operation newly produces Log backup in local and to the log collecting server asynchronous transmission for providing log collection service
Raw daily record.
Further, the log collecting server obtains daily record by formulating unified daily record template.
Further, the daily record formwork structure is as follows：
timestap+system_id+user_id+res_type+res_id+msg。
Wherein timestap is timestamp, and system_id is that monitored the system ID in log system, user_id are
User ID, res_type are resource type, and res_id is resource ID, and msg is operating instruction.
Further, in step 1, daily record is carried out by classification according to the system_id of each daily record and res_type and is deposited
Storage.
Further, in step 2, the resolution rules are the related resource provided according to monitored operation system
Data structure, the incidence relation between resource, and the daily record established of practical business related with resource and practical business
Mapping relations, after obtaining original log, according to the mapping relations of the daily record of foundation and practical business by daily record and practical object
Mapping association is carried out, is preserved in incidence relation to database.
Further, in step 3, data are polymerize from whole business opportunity, sale, medium a variety of dimensions respectively.
Further, the method further includes：
It is basic dimension with time shaft, according to the real time parsing and polymerization result of the daily record to acquisition, using sand table type
Exhibition method is shown each business opportunity.
In order to achieve the above objectives, the present invention also provides a kind of business opportunity progress tracing systems, including：
Log collecting server, the daily record for collecting monitored operation system, and according to acquisition Log Label to day
Will carries out classification storage；
Daily record interpretation process unit explains daily record, and resource is corresponding for determining daily record resolution rules
Daily record is associated；
Log aggregation unit, for polymerizeing to the data after explanation, to realize the tracking to business opportunity progress.
Compared with prior art, a kind of business opportunity progress method for tracing of the present invention and system in crm system by adding day
Meaningless daily record is converted to the business datum being of practical significance by will by parsing and polymerizeing, and using the displaying of sand table type
Mode is shown each business opportunity, realizes the tracking to business opportunity progress, can show the entirety of each business opportunity in real time and comprehensively
Situation improves the efficiency that user obtains business opportunity, to preferably improve business opportunity conversion ratio.
Description of the drawings
Fig. 1 is a kind of step flow chart of business opportunity progress method for tracing of the present invention；
Fig. 2 is the schematic diagram of sand table type exhibition method in the specific embodiment of the invention；
Fig. 3 is a kind of system architecture diagram of business opportunity progress tracing system of the present invention.
Specific implementation mode
Below by way of specific specific example and embodiments of the present invention are described with reference to the drawings, those skilled in the art can
Understand the further advantage and effect of the present invention easily by content disclosed in the present specification.The present invention can also pass through other differences
Specific example implemented or applied, details in this specification can also be based on different perspectives and applications, without departing substantially from
Various modifications and change are carried out under the spirit of the present invention.
Fig. 1 is a kind of step flow chart of business opportunity progress method for tracing of the present invention.As shown in Figure 1, a kind of business opportunity of the present invention
Progress method for tracing, includes the following steps：
Step 101, the daily record of monitored operation system (i.e. each crm system), root are collected using log collecting server
Classification storage is carried out to daily record according to label.Preferably, in step 101, the daily record for not meeting specification can be also checked and mark, and
Shi Tongzhi developer checks and adjusts.Specifically, there is each monitored operation system general daily record to generate library, it can
Generating the operation each time of journal module record traffic personnel that library provides by the daily record, (stage need not mark and actually patrol
Collect meaning), the then daily record generates library and respectively takes Log backup locally and to the log collection for providing log collection service
The business newly generated daily record of device asynchronous transmission.
In the specific embodiment of the invention, log collecting server obtains daily record by formulating unified daily record template,
Specifically, the daily record formwork structure is as follows：
Timestap [timestamp]+system_id [ID of the monitored system in log system]+user_id [users
ID]+res_type [resource type]+res_id [resource ID]+msg [operating instruction]),
Monitored operation system needs to provide daily record, the log collecting server to log collecting server according to specification
Daily record is then parsed according to unified Normalization rule canonical, after obtaining each daily record, according to the system_id and res_type of each daily record
Daily record is subjected to classification storage, abandon the daily record that cannot be correctly parsed and notifies related development personnel.
Step 102, daily record resolution rules are determined, daily record is explained, so that it is possessed practical significance, and resource is opposite
The daily record answered is associated.
Specifically, resolution rules be the data structure of the related resource provided according to monitored operation system, resource it
Between incidence relation, and practical business related with resource establish daily record and practical business mapping relations, theoretically come
It says, different parsing scripts can be defined per one kind resource, that is to say, that after obtaining original log, according to resolution rules
(mapping relations of the daily record and practical business established) reflect daily record and practical object (order, contract, sale, medium)
Association is penetrated, is preserved in incidence relation to database.
After being explained to daily record, according to the incidence relation between resource in monitored operation system, by resource phase
Corresponding daily record is also associated, and is put together after related daily record is integrated in case using.
Step 103, the data after explanation are polymerize, to realize the tracking to business opportunity progress.Of the invention specific real
It applies in example, data can be polymerize from a variety of dimensions such as whole business opportunity, sale, medium respectively.
In this step, polymerization refers to fractional dimension induction data, for example the use of a certain role can be checked according to daily record
Participation of the family in certain business opportunity also can check which thing a certain user has done within certain time in systems.
Preferably, after step 103, the business opportunity progress method for tracing of the present invention further includes following steps：
It is basic dimension with time shaft, according to the real time parsing and polymerization result of the daily record to acquisition, using sand table type
Exhibition method is shown each business opportunity.It is basic dimension, the daily record to transmitting with time shaft in the specific embodiment of the invention
It is shown using sand table type exhibition method after real time parsing and polymerization, it is related newest that administrative staff then can see the business opportunity
Event, while according to the business opportunity of reservation progress key node, the completeness of business opportunity can be obtained, as shown in Fig. 2, time shaft is
2017-9-1 to 2017-9-9, role are that the longitudinal axis, daily record real time parsing and polymerization result are shown using sand table type exhibition method, example
Such as 2017-9-2, Andy- sale " Andy- sales call client ".
Usually, business opportunity possesses critical path, and key node is exactly the label in critical path.Such as it sells
Create the examination ＆ approval of business opportunity → upload contract → higher level by → practical run → beat money ... etc., needed after parsing daily record lookup and
Whether include these key nodes in the relevant daily record of the business opportunity, so that user determines the business opportunity currently for what stage, under
One stage should remove What for.
Fig. 3 is a kind of system architecture diagram of business opportunity progress tracing system of the present invention.As shown in figure 3, a kind of business opportunity of the present invention
Progress tracing system, including：
Log collecting server 301, the daily record for collecting monitored operation system, and daily record is carried out according to label
Classification storage, it is preferable that log collecting server 301 can also check and mark the daily record for not meeting specification, in time notice exploitation
Personnel check and adjust.Specifically, there is each monitored operation system general daily record to generate library, given birth to by the daily record
At the operation each time (stage need not mark actual logic meaning) for the journal module record traffic personnel that library provides, then
The daily record generates library respectively by Log backup local and to the log collecting server asynchronous transmission for providing log collection service
Newly generated daily record.
In the specific embodiment of the invention, log collecting server 301 is obtained by formulating a unified daily record template
Daily record, specifically, the daily record formwork structure are as follows：
Timestap [timestamp]+system_id [ID of the monitored system in log system]+user_id [users
ID]+res_type [resource type]+res_id [resource ID]+msg [operating instruction]),
Monitored operation system needs to provide daily record, the log collecting server to log collecting server according to specification
Daily record is then parsed according to unified Normalization rule canonical, after obtaining each daily record, according to the system_id and res_type of each daily record
Daily record is subjected to classification storage, abandon the daily record that cannot be correctly parsed and notifies related development personnel.
Daily record interpretation process unit 302 explains daily record, it is made to possess reality for determining daily record resolution rules
Meaning, and the corresponding daily record of resource is associated.
Specifically, resolution rules be the data structure of the related resource provided according to monitored operation system, resource it
Between incidence relation, and practical business related with resource establish daily record and practical business mapping relations, theoretically come
It says, different parsing scripts can be defined per one kind resource, that is to say, that after obtaining original log, according to resolution rules
(mapping relations of the daily record and practical business established) reflect daily record and practical object (order, contract, sale, medium)
Association is penetrated, is preserved in incidence relation to database.
After daily record interpretation process unit 302 explains daily record, according between resource in monitored operation system
Incidence relation, the corresponding daily record of resource is also associated, will related daily record integrate after put together in case using.
Log aggregation unit 303, for polymerizeing to the daily record after explanation, to realize the tracking to business opportunity progress.
In the specific embodiment of the invention, log aggregation unit 303 can be respectively from a variety of dimension logarithms such as whole business opportunity, sale, medium
According to being polymerize.
In the present invention, polymerization refers to fractional dimension induction data, for example the use of a certain role can be checked according to daily record
Participation of the family in certain business opportunity also can check which thing a certain user has done within certain time in systems.
Preferably, the business opportunity progress tracing system of the present invention further includes：
Display unit is exported, for being basic dimension with time shaft, according to the real time parsing of the daily record to acquisition and polymerization
As a result, the exhibition method using sand table type is shown each business opportunity.In the specific embodiment of the invention, based on time shaft
Dimension, to being shown using sand table type exhibition method after the daily record real time parsing transmitted and polymerization, administrative staff can then see
To the related up-to-date event of the business opportunity, while according to the business opportunity of reservation progress key node, you can obtain the completeness of business opportunity.
In conclusion a kind of business opportunity progress method for tracing of the present invention and system are passed through by adding daily record in crm system
Meaningless daily record is converted to the business datum being of practical significance with polymerizeing by parsing, and the exhibition method of use sand table type is to each
Business opportunity is shown, and realizes the tracking to business opportunity progress, can show the integral status of each business opportunity in real time and comprehensively, is improved
User obtains the efficiency of business opportunity, to preferably improve business opportunity conversion ratio.
The above-described embodiments merely illustrate the principles and effects of the present invention, and is not intended to limit the present invention.Any
Field technology personnel can without violating the spirit and scope of the present invention, and modifications and changes are made to the above embodiments.Therefore,
The scope of the present invention, should be as listed in the claims.
Claims (10)
1. a kind of business opportunity progress method for tracing, includes the following steps：
Step 1 collects the daily record of monitored operation system using log collecting server, and according to acquisition Log Label pair
Daily record carries out classification storage；
Step 2 determines daily record resolution rules, is explained to daily record, and the corresponding daily record of resource is associated；
Step 3 polymerize the data after explanation, to realize the tracking to business opportunity progress.
2. a kind of business opportunity progress method for tracing as described in claim 1, it is characterised in that：In step 1, according to specification pair
The daily record of collection is checked that label does not meet the daily record of specification, and developer is notified to check and adjust in time.
3. a kind of business opportunity progress method for tracing as described in claim 1, it is characterised in that：Each monitored operation system passes through day
Will generates the operation each time for the journal module record traffic personnel that library provides, then by Log backup local and to providing day
Will collects the newly generated daily record of log collecting server asynchronous transmission of service.
4. a kind of business opportunity progress method for tracing as described in claim 1, it is characterised in that：The log collecting server passes through
Unified daily record template is formulated to obtain daily record.
5. a kind of business opportunity progress method for tracing as claimed in claim 4, it is characterised in that：The daily record formwork structure is as follows：
timestap+system_id+user_id+res_type+res_id+msg。
Wherein timestap is timestamp, and system_id is that monitored the system ID in log system, user_id are user
ID, res_type are resource type, and res_id is resource ID, and msg is operating instruction.
6. a kind of business opportunity progress method for tracing as claimed in claim 5, it is characterised in that：In step 1, according to each daily record
System_id and res_type daily record is subjected to classification storage.
7. a kind of business opportunity progress method for tracing as described in claim 1, it is characterised in that：In step 2, the parsing rule
Be then the incidence relation between the data structure of the related resource provided according to monitored operation system, resource, and with money
The mapping relations for the daily record and practical business that the related practical business in source is established, after obtaining original log, according to the day of foundation
Daily record and practical object are carried out mapping association by will and the mapping relations of practical business, are preserved in incidence relation to database.
8. a kind of business opportunity progress method for tracing as described in claim 1, it is characterised in that：In step 3, respectively from whole
Business opportunity, sale, a variety of dimensions of medium polymerize data.
9. a kind of business opportunity progress method for tracing as described in claim 1, which is characterized in that the method further includes：
It is basic dimension with time shaft, according to the real time parsing and polymerization result of the daily record to acquisition, using the displaying of sand table type
Mode is shown each business opportunity.
10. a kind of business opportunity progress tracing system, including：
Log collecting server, the daily record for collecting monitored operation system, and according to obtain Log Label to daily record into
Row classification storage；
Daily record interpretation process unit explains daily record for determining daily record resolution rules, and by the corresponding daily record of resource
It is associated；
Log aggregation unit, for polymerizeing to the data after explanation, to realize the tracking to business opportunity progress.
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| CN201810116236.XA CN108320166A (en) | 2018-02-06 | 2018-02-06 | A kind of business opportunity progress method for tracing and system |
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Application publication date: 20180724 |