TWI634498B - Business operations analysis system and method - Google Patents
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Abstract
本發明提供一種企業營運問題分析方法。此方法包含以下流程:營運資料收集、財務資料解析計算、營運比較統計運算機制以及分析營運問題建議。另外,企業營運問題系統亦在此揭露。 The invention provides a method for analyzing enterprise operation problems. This method includes the following processes: operational data collection, financial data analysis and calculation, operational comparison statistical operation mechanism, and analysis of operational problem recommendations. In addition, the system of business operation problems is also disclosed here.
Description
本發明是有關於一種分析方法及其系統,且特別是有關於一種企業營運問題分析系統及其方法。 The present invention relates to an analysis method and system thereof, and more particularly to an enterprise operation problem analysis system and method thereof.
企業經營活動的結果都反應在如資產負債表、損益表、現金流量、股東權益變動表等財務報表上,由於解讀這些財務報表需要耗費大量的時間,且往往僅能分析出企業自己內部過去與現在的差異狀況,並未充分考量到產業/行業的競爭對手、標竿企業所面對的相同環境狀態訊息。 The results of business operations are reflected in financial statements such as balance sheets, profit and loss statements, cash flows, changes in shareholders' equity, etc., because the interpretation of these financial statements takes a lot of time, and often can only analyze the internal past The current situation of differences does not fully take into account the same environmental status messages faced by industry/industry competitors and standard companies.
因此,財務報表所解讀的訊息較為片面與局部偏頗,無法提前預知問題,亦即無法參考行業標竿領先遇過的難題以及試想自己與未來的差異,並從中找到關鍵的經營管理難題進而擬定出未來管理優化的方向。 Therefore, the information read in the financial statements is relatively one-sided and partial biased, and it is impossible to predict the problem in advance, that is, it is impossible to refer to the problems encountered by the industry standards and to think about the differences between themselves and the future, and find key operational management problems and formulate them. The direction of future management optimization.
本發明提出一種企業營運問題分析系統及其方法,以解決先前技術的問題。 The present invention proposes a business operation problem analysis system and method thereof to solve the problems of the prior art.
在本發明的一實施例中,本發明所提出的企業營 運問題分析方法,包含以下步驟:預載複數個企業的財務資料;解析財務資料以產生複數個企業的營運指標,以同行業企業為群組運用解析行業量尺(PR)值計算模式,產生行業指標量尺值;當接收一用戶裝置傳來的一用戶公司的財務資訊,自動解析財務資訊以產生該用戶公司的營運指標,進而比對該用戶公司的營運指標在該行業之指標量尺位置,而得出該用戶公司在該行業的競爭力,並藉以分析該用戶公司的複數個營運指標,藉以分析該用戶公司的複數個營運問題,以動態生成營運問題問卷;當用戶裝置回答該營運問卷內容,回傳相應的建議之解決方案至用戶裝置。 In an embodiment of the present invention, the method for analyzing a business operation problem proposed by the present invention comprises the steps of: preloading financial information of a plurality of enterprises; and analyzing financial information to generate operational indicators of a plurality of enterprises, and The group uses the analysis industry scale (PR) value calculation mode to generate the industry indicator scale value; when receiving the financial information of a user company transmitted from a user device, automatically analyzing the financial information to generate the operation index of the user company, and further Comparing the operating index of the user company to the indicator scale of the industry, and obtaining the competitiveness of the user company in the industry, and analyzing the plurality of operating indicators of the user company, thereby analyzing the plurality of user companies The operational problem is to dynamically generate an operational problem questionnaire; when the user device answers the content of the operational questionnaire, the corresponding suggested solution is returned to the user device.
在本發明的一實施例中,企業營運問題分析方法,更包含:根據用戶公司的財務資訊,提供用戶公司在複數個企業中的百分位數排名。 In an embodiment of the present invention, the method for analyzing enterprise operation problems further includes: providing a percentile ranking of the user company in the plurality of enterprises according to the financial information of the user company.
在本發明的一實施例中,企業營運問題分析方法,更包含:預先建立一資料庫,以載入各種指標差異及其對應的各類營運問題間的關係。 In an embodiment of the present invention, the method for analyzing enterprise operation problems further includes: pre-establishing a database to load the relationship between various indicator differences and corresponding operational problems.
在本發明的一實施例中,企業營運問題分析方法,更包含:比較用戶公司的營運指標與至少一同行業企業的營運指標之間的差異;根據差異,提示劣於至少一同行業企業的營運指標,自一資料庫中取得對應的複數個營運問題。 In an embodiment of the present invention, the method for analyzing the operational problems of the enterprise further comprises: comparing the difference between the operational indicators of the user company and the operational indicators of at least one enterprise in the same industry; and indicating the operating indicators that are inferior to the enterprises of at least the same industry according to the difference , obtaining a corresponding number of operational problems from a database.
在本發明的一實施例中,企業營運問題分析方法,更包含:統計歷史財務資訊結合未來預算財務資訊,進而統計自動推估出股東權益報酬率,從而透過該網路介面裝置提供該用戶公司模擬調整後預算金額,即時呈現模擬後之 股東權益報酬率提升之效益。 In an embodiment of the present invention, the method for analyzing enterprise operation problems further includes: statistical historical financial information combined with future budget financial information, and then statistics automatically estimate the return on shareholders' equity, thereby providing the user company through the network interface device. Simulate the adjusted budget amount and immediately present the benefits of the improved return on equity after the simulation.
在本發明的一實施例中,本發明所提出的企業營運問題分析系統包含網路介面裝置、儲存裝置與處理器。網路介面裝置與用戶裝置進行通訊,儲存裝置儲存複數個程式指令。處理器執行複數個程式指令以進行以下動作:預載複數個企業的財務資料至儲存裝置;解析財務資料以產生複數個企業的營運指標;當網路介面裝置接收用戶裝置傳來的一用戶公司的財務資訊,據以自複數個企業中選擇至少一同行業企業的營運指標,並解析財務資訊以產生用戶公司的營運指標,進而比對用戶公司的營運指標與至少一同行業企業的營運指標,藉以分析用戶公司的複數個營運問題;當用戶裝置選擇查詢複數個營運問題中的至少一者,透過網路介面裝置回傳相應的解決方案至用戶裝置。 In an embodiment of the invention, the enterprise operation problem analysis system proposed by the present invention comprises a network interface device, a storage device and a processor. The network interface device communicates with the user device, and the storage device stores a plurality of program instructions. The processor executes a plurality of program instructions to: preload a plurality of enterprise financial data to the storage device; parse the financial data to generate operational indicators of the plurality of enterprises; and receive, by the network interface device, a user company transmitted from the user device According to the financial information, the operating indicators of at least one of the same industry enterprises are selected from multiple enterprises, and the financial information is analyzed to generate operational indicators of the user company, thereby comparing the operational indicators of the user company with the operational indicators of at least the same industry enterprises. A plurality of operational problems of the user company are analyzed; when the user device selects to query at least one of the plurality of operational problems, the corresponding solution is returned to the user device through the network interface device.
在本發明的一實施例中,處理器根據用戶公司的財務資訊,透過網路介面裝置提供用戶公司在複數個企業中的百分位數排名給用戶裝置。 In an embodiment of the invention, the processor provides the user company's percentile ranking in the plurality of enterprises to the user device through the network interface device according to the financial information of the user company.
在本發明的一實施例中,處理器預先建立一資料庫於儲存裝置中,以載入各種指標差異及其對應的各類營運問題間的關係。 In an embodiment of the invention, the processor pre-establishes a database in the storage device to load the relationship between various indicator differences and their corresponding operational problems.
在本發明的一實施例中,處理器比對用戶公司的營運指標與至少一同行業企業的營運指標的動作包含:比較用戶公司的營運指標與至少一同行業企業的營運指標之間的差異;根據差異,自一資料庫中取得對應的複數個營運問題。 In an embodiment of the present invention, the processor compares the operational indicators of the user company with the operational indicators of at least one of the same industry enterprises: comparing the difference between the operational indicators of the user company and the operational indicators of at least one of the same industry enterprises; Differences, from a database to obtain a corresponding number of operational issues.
在本發明的一實施例中,處理器統計歷史財務資訊結合未來預算財務資訊,進而統計自動推估出股東權益報酬率,從而透過該網路介面裝置提供該用戶公司即時模擬調整後預算金額,即時呈現模擬後之股東權益報酬率提升效益。 In an embodiment of the present invention, the processor collects historical financial information and future budget financial information, and then automatically estimates the return rate of the shareholders' equity, thereby providing the user company with an instant simulated adjusted budget amount through the network interface device. Immediately present the simulated return on equity after the simulation to improve the efficiency.
綜上所述,本發明之技術方案與現有技術相比具有明顯的優點和有益效果。本發明與現有財務分析技術的主要差異在於現有技術是透過幾個財務指標比較找出經營績效優異的投資目標,而本發明透過更全面的經營指標,並結合專業顧問人員持續積累分析邏輯來找出企業本身必須面對正視的可能問題,同時並蒐尋問題解決方法資料庫來著手進行改善,提升企業的競爭力。也就是說,本發明係在提供一種可以讓使用者便捷輸入其公司營運資料,且快速自動比對外部同行業(全球公開發行公司營運資料),並經專業顧問人員持續維護分析邏輯下,按資料比較計算產生的參數,自動產出模組化企業營運分析建議與報告,及早發現經營管理問題進而採取必要行動為主要目的。 In summary, the technical solution of the present invention has obvious advantages and beneficial effects compared with the prior art. The main difference between the present invention and the existing financial analysis technology is that the prior art finds an investment objective with excellent business performance through comparison of several financial indicators, and the present invention finds through comprehensive business indicators and continuous accumulation of analysis logic by professional consultants. The company itself must face the potential problems of facing up to the problem, and at the same time search for a database of problem solving methods to improve and enhance the competitiveness of enterprises. That is to say, the present invention provides a user-friendly operation data that can be easily input by the user, and quickly and automatically compares the external industry (global public company operating data), and is maintained by the professional consultants. Data comparison calculation of the parameters generated, automatic output of modular business operations analysis recommendations and reports, early detection of business management issues and then take the necessary actions for the main purpose.
以下將以實施方式對上述之說明作詳細的描述,並對本發明之技術方案提供更進一步的解釋。 The above description will be described in detail in the following embodiments, and further explanation of the technical solutions of the present invention will be provided.
為讓本發明之上述和其他目的、特徵、優點與實施例能更明顯易懂,所附符號之說明如下: The above and other objects, features, advantages and embodiments of the present invention will become more apparent and understood.
100‧‧‧企業營運問題分析系統 100‧‧‧Corporate Operational Problem Analysis System
110‧‧‧處理器 110‧‧‧ processor
120‧‧‧儲存裝置 120‧‧‧Storage device
121‧‧‧程式指令 121‧‧‧Program Instructions
123‧‧‧資料庫 123‧‧‧Database
130‧‧‧網路介面裝置 130‧‧‧Network interface device
190‧‧‧用戶裝置 190‧‧‧User device
200‧‧‧企業營運問題分析方法 200‧‧‧Analysis of business operation problems
S210、S220、S230、S240、S250、S260‧‧‧步驟 S210, S220, S230, S240, S250, S260‧‧ steps
為讓本發明之上述和其他目的、特徵、優點與實施例能更明顯易懂,所附圖式之說明如下: 第1圖是依照本發明一實施例之一種企業營運問題分析系統的方塊圖;以及第2圖是依照本發明一實施例之一種企業營運問題分析方法的流程圖。 The above and other objects, features, advantages and embodiments of the present invention will become more <RTIgt; </ RTI> <RTIgt; </ RTI> <RTIgt; </ RTI> <RTIgt; And FIG. 2 is a flow chart of a method for analyzing an enterprise operation problem according to an embodiment of the present invention.
為了使本發明之敘述更加詳盡與完備,可參照所附之圖式及以下所述各種實施例,圖式中相同之號碼代表相同或相似之元件。另一方面,眾所週知的元件與步驟並未描述於實施例中,以避免對本發明造成不必要的限制。 In order to make the description of the present invention more complete and complete, reference is made to the accompanying drawings and the accompanying drawings. On the other hand, well-known elements and steps are not described in the embodiments to avoid unnecessarily limiting the invention.
第1圖是依照本發明一實施例之一種企業營運問題分析系統100的方塊圖。如第1圖所示,企業營運問題分析系統100包含網路介面裝置130、儲存裝置120與處理器110。在結構上,處理器110電性連接網路介面裝置130與儲存裝置120。舉例來說,企業營運問題分析系統100可為伺服器、電腦主機、網路平台或其他計算機系統,儲存裝置120可為硬碟、快閃記憶體或其他儲存媒介,處理器110可為中央處理器或類似電路,網路介面裝置130可為網路卡或其他通訊裝置。 1 is a block diagram of an enterprise operational problem analysis system 100 in accordance with an embodiment of the present invention. As shown in FIG. 1, the enterprise operation problem analysis system 100 includes a network interface device 130, a storage device 120, and a processor 110. The processor 110 is electrically connected to the network interface device 130 and the storage device 120. For example, the enterprise operational problem analysis system 100 can be a server, a computer host, a network platform, or other computer system. The storage device 120 can be a hard disk, a flash memory, or other storage medium, and the processor 110 can be centrally processed. The network interface device 130 can be a network card or other communication device.
於企業營運問題分析系統100運作時,網路介面裝置130與用戶裝置190進行通訊,舉例來說,用戶裝置190可為智慧型手機、平板電腦、筆記型電腦、個人電腦、行動裝置或類似的電子產品。儲存裝置120儲存複數個程式指令121。處理器110執行程式指令121以進行企業營運問題分 析。 When the enterprise operation problem analysis system 100 operates, the network interface device 130 communicates with the user device 190. For example, the user device 190 can be a smart phone, a tablet computer, a notebook computer, a personal computer, a mobile device, or the like. electronic product. The storage device 120 stores a plurality of program instructions 121. Processor 110 executes program instructions 121 for business operation problem analysis.
首先,處理器110預載複數個企業的財務資料至儲存裝置120,財務資料可來自證交所或其他單位。舉例來說,財務資料包含流動資產、非流動資產、流動負債與非流動負債,流動資產包含現金、應收票據、應收帳款、存貨、預付款項…等,非流動資產包含不動產、廠房、設備、無形資產、遞延所得稅資產…等,流動負債包含短期借款、應付票據、應付帳款、當期所得稅負債、負債準備、預收款項…等,非流動負債包含遞延所得稅負債…等。 First, the processor 110 preloads the financial information of a plurality of enterprises to the storage device 120, and the financial information may be from the stock exchange or other units. For example, financial information includes current assets, non-current assets, current liabilities and non-current liabilities. Current assets include cash, notes receivable, accounts receivable, inventories, prepayments, etc. Non-current assets include real estate, plant, Equipment, intangible assets, deferred income tax assets, etc., current liabilities include short-term borrowings, notes payable, accounts payable, current income tax liabilities, liability provision, advance receipts, etc., non-current liabilities include deferred income tax liabilities...etc.
接著,處理器110解析財務資料以產生複數個企業的營運指標。舉例來說,營運指標包含總資產報酬率、權益報酬率、營業毛利率、營業利益率、營業純益率、營業費用報酬率、營業利益報酬率、銷貨毛利報酬率、經營比率、總收入佔總支出比率…等。 The processor 110 then parses the financial information to generate operational indicators for the plurality of businesses. For example, operating indicators include total return on equity, return on equity, operating gross profit margin, operating profit margin, operating profitability ratio, operating expense return rate, operating profit return rate, gross profit margin, sales ratio, total revenue. Total expenditure ratio...etc.
用戶可透過用戶裝置190登入企業營運問題分析系統100,經登錄相關資料並經審核後完成用戶身份註冊,用戶視其使用權限可輸入用戶公司的財務資訊(如:用戶公司有關資產負債、損益、現金流量、股東權益變動等財務資訊及設定需求參數)。在本發明的一實施例中,處理器100根據用戶公司的財務資訊,透過網路介面裝置120提供用戶公司在複數個企業中的百分位數排名給用戶裝置190,方便用戶瞭解自己公司在市場上的定位。 The user can log in to the enterprise operation problem analysis system 100 through the user device 190, complete the user identity registration after logging in the relevant materials, and the user can input the financial information of the user company according to the usage authority (for example, the user company related assets and liabilities, profit and loss, Financial information such as cash flow and changes in shareholders' equity and setting of demand parameters). In an embodiment of the present invention, the processor 100 provides the user company's percentile ranking in the plurality of enterprises to the user device 190 through the network interface device 120 according to the financial information of the user company, so that the user can understand that the company is in the company. Positioning on the market.
當網路介面裝置130接收用戶裝置190傳來的用戶公司的財務資訊,處理器110據以自複數個企業中選擇 同行業企業的營運指標,並解析財務資訊以產生用戶公司的營運指標,進而比對用戶公司的營運指標與同行業企業的營運指標,藉以分析用戶公司的複數個營運問題。舉例來說,營運問題包含財務管理問題、市場營銷問題、其他問題。財務管理問題可為轉投資失利、獲利來源不在本業、處分仍賺錢的部門、費用延後入帳支出、不斷增資膨脹而稀釋獲利、保留盈餘未增加、管銷費用失去控制、實虧轉盈、股東質押股權過高、鉅額外幣匯兌損失、股東往來盈餘過高、換匯換利…等,市場營銷問題可為市場資訊缺乏、經營獲利不足以支付利息、銷售單價只跌不升、產品未能滿足消費者需求、新市場通路遲遲未打開…等,其他問題可為人員擴充過速、人員/設備擴充過速,產能閒置、獎金制度設計失衡、新產品或新製程開發遲滯…等。 When the network interface device 130 receives the financial information of the user company transmitted from the user device 190, the processor 110 selects the operational indicators of the same industry enterprise from the plurality of enterprises, and analyzes the financial information to generate the operational indicators of the user company, and further Compare the operational indicators of the user company with the operational indicators of the same industry to analyze the multiple operational problems of the user company. For example, operational issues include financial management issues, marketing issues, and other issues. Financial management problems can be used for the loss of investment, the source of profit is not in the industry, the department that still earns money, the expense of deferred expenses, the increase of capital expansion, diluting and profiting, the retained surplus is not increased, the control expenses are out of control, and the loss is realized. Ying, shareholder pledge of equity is too high, huge foreign currency exchange losses, excessive shareholder exchanges, exchanges for exchanges, etc., marketing problems can be lack of market information, operating profit is not enough to pay interest, sales unit prices only fall, Products fail to meet consumer demand, new market channels have not been opened, etc. Other problems can be speeding up personnel, overspeeding of personnel/equipment, idle capacity, unbalanced bonus system design, delay in new product or new process development... Wait.
具體而言,處理器110預先建立資料庫123於儲存裝置120中,以載入各種指標差異及其對應的各類營運問題間的關係。然後,處理器110比較用戶公司的營運指標與至少一同行業企業的營運指標之間的差異;根據該差異,透過網路介面裝置130提示劣於至少一同行業企業的營運指標給用戶裝置190,自資料庫123中取得對應的複數個營運問題。 Specifically, the processor 110 pre-establishes the database 123 in the storage device 120 to load the relationship between various indicator differences and their corresponding various operational problems. Then, the processor 110 compares the difference between the operation index of the user company and the operation index of the at least one industry enterprise; according to the difference, the network interface device 130 is used to prompt the operation indicator that is inferior to the at least one industry enterprise to the user device 190, A plurality of operational problems are obtained in the database 123.
用戶可透過用戶裝置190點選欲瞭解的問題,當用戶裝置190選擇查詢複數個營運問題中的至少一者,透過網路介面裝置130回傳相應的解決方案至用戶裝置190。 The user can select a question to be understood through the user device 190. When the user device 190 selects to query at least one of the plurality of operational problems, the corresponding solution is returned to the user device 190 through the network interface device 130.
另一方面,處理器110統計歷史財務資訊結合 未來預算財務資訊,進而統計自動推估出股東權益報酬率,從而透過該網路介面裝置130提供用戶裝置190即時模擬調整後預算金額,即時呈現模擬後之股東權益報酬率提升之效益之效益。 On the other hand, the processor 110 collects historical financial information and future budget financial information, and then automatically estimates the return on equity of the employee, thereby providing the user device 190 through the network interface device 130 to instantly simulate the adjusted budget amount, and present the simulation immediately. The benefits of the benefits of the subsequent increase in the return on equity.
第2圖是依照本發明一實施例之一種企業營運問題分析方法200的流程圖。如第2圖所示,企業營運問題分析方法200包含步驟S210、S220、S230、S240、S250、S260(應瞭解到,在本實施例中所提及的步驟,除特別敘明其順序者外,均可依實際需要調整其前後順序,甚至可同時或部分同時執行)。至於實施該些步驟的硬體裝置,由於以上實施例已具體揭露,因此不再重複贅述之。 2 is a flow chart of a method 200 for analyzing an enterprise operation problem in accordance with an embodiment of the present invention. As shown in FIG. 2, the enterprise operation problem analysis method 200 includes steps S210, S220, S230, S240, S250, and S260 (it should be understood that the steps mentioned in the embodiment are except for the order in which they are specifically stated. , can be adjusted according to actual needs, or even simultaneously or partially simultaneously). As for the hardware device for carrying out these steps, since the above embodiments have been specifically disclosed, the description thereof will not be repeated.
於步驟S210,營運資料收集。依據本發明的一實施例,在步驟S210中,預載複數個企業的財務資料,財務資料可來自證交所或其他單位。舉例來說,財務資料包含流動資產、非流動資產、流動負債與非流動負債,流動資產包含現金、應收票據、應收帳款、存貨、預付款項…等,非流動資產包含不動產、廠房、設備、無形資產、遞延所得稅資產…等,流動負債包含短期借款、應付票據、應付帳款、當期所得稅負債、負債準備、預收款項…等,非流動負債包含遞延所得稅負債…等。 In step S210, operational data is collected. According to an embodiment of the present invention, in step S210, financial information of a plurality of enterprises is pre-loaded, and the financial information may be from a stock exchange or other units. For example, financial information includes current assets, non-current assets, current liabilities and non-current liabilities. Current assets include cash, notes receivable, accounts receivable, inventories, prepayments, etc. Non-current assets include real estate, plant, Equipment, intangible assets, deferred income tax assets, etc., current liabilities include short-term borrowings, notes payable, accounts payable, current income tax liabilities, liability provision, advance receipts, etc., non-current liabilities include deferred income tax liabilities...etc.
於步驟S220,財務資料解析計算。依據本發明的一實施例,在步驟S220中,解析財務資料以產生複數個企業的營運指標。舉例來說,營運指標包含總資產報酬率、權益報酬率、營業毛利率、營業利益率、營業純益率、營業費 用報酬率、營業利益報酬率、銷貨毛利報酬率、經營比率、總收入佔總支出比率…等。 In step S220, the financial data is parsed and calculated. According to an embodiment of the present invention, in step S220, the financial information is analyzed to generate operational indicators of a plurality of enterprises. For example, operating indicators include total return on equity, return on equity, operating gross profit margin, operating profit margin, operating profitability ratio, operating expense return rate, operating profit return rate, gross profit margin, sales ratio, total revenue. Total expenditure ratio...etc.
於步驟S230,營運比較統計運算機制;接著,於步驟S240,分析營運問題建議。具體而言,於步驟S230、240,以同行業企業為群組運用解析行業量尺(PR)值計算模式,產生行業指標量尺值;當接收用戶裝置傳來的用戶公司的財務資訊,自動解析財務資訊以產生用戶公司的營運指標,進而比對用戶公司的營運指標在該行業之指標量尺位置,而得出用戶公司在該行業的競爭力,並藉以分析用戶公司的複數個營運指標,藉以分析用戶公司的複數個營運問題,以動態生成營運問題問卷;當用戶裝置回答該營運問卷內容,回傳相應的建議之解決方案至用戶裝置。 In step S230, the operational comparison statistical operation mechanism is performed; then, in step S240, the operational problem recommendation is analyzed. Specifically, in steps S230 and 240, the industry scale (PR) value calculation mode is used for the group of the same industry to generate the industry indicator scale value; when receiving the financial information of the user company transmitted from the user device, automatically Analyze financial information to generate operational indicators of the user company, and then compare the user company's operational indicators in the industry's indicator scale position, and derive the user company's competitiveness in the industry, and analyze the user's multiple operational indicators In order to analyze the plurality of operational problems of the user company to dynamically generate an operational problem questionnaire; when the user device answers the content of the operational questionnaire, the corresponding suggested solution is returned to the user device.
於一實施例中,解析行業量尺(PR)值計算模式可為百分位差計算方式,亦即用戶公司的財務資料中的多個項目的數值在總體上占同行業企業群組的對應財務數值的百分比。舉例來說,若行業指標量尺值為1~25%,代表該項目較差;若行業指標量尺值為26~50%,代表待加強;若行業指標量尺值為51~75%,代表尚可;若行業指標量尺值為76~88%,代表良好;若行業指標量尺值為89~99%,代表優良。 In an embodiment, the analysis of the industry scale (PR) value calculation mode may be a percentile difference calculation method, that is, the values of the plurality of items in the financial data of the user company generally correspond to the corresponding enterprise groups in the same industry. The percentage of the financial value. For example, if the industry indicator scale value is 1~25%, it means the project is poor; if the industry indicator scale value is 26~50%, it means to be strengthened; if the industry indicator scale value is 51~75%, it means Yes, if the industry indicator scale value is 76~88%, it means good; if the industry index scale value is 89~99%, it means excellent.
於一實施例中,上述營運指標可為短板之營運指標,其中短板代表短期、當前或非長期,但本發明不以此為限。 In an embodiment, the operational indicator may be an operational indicator of a short board, wherein the short board represents short-term, current or non-long-term, but the invention is not limited thereto.
依據本發明的一實施例,在步驟S230中,當接收用戶裝置傳來的用戶公司的財務資訊,據以自複數個企業 中選擇同行業企業的營運指標,並解析財務資訊以產生用戶公司的營運指標,進而比對用戶公司的營運指標與同行業企業的營運指標,然後在步驟S240中分析用戶公司的複數個營運問題。具體而言,企業營運問題分析方法200預先建立資料庫,以載入各種指標差異及其對應的各類營運問題間的關係(例如:採用多位專家顧問的分析邏輯與/或人工智能來實現)。接著,在步驟S230中,比較用戶公司的營運指標與至少一同行業企業的營運指標之間的差異。然後,在步驟S240中,根據該差異,提示劣於至少一同行業企業的營運指標,自資料庫中取得對應的複數個營運問題。 According to an embodiment of the present invention, in step S230, when receiving the financial information of the user company transmitted from the user device, the operating indicators of the same industry enterprise are selected from the plurality of enterprises, and the financial information is analyzed to generate the user company. The operational indicators, in turn, compare the operational indicators of the user company with the operational indicators of the same industry enterprise, and then analyze the plurality of operational problems of the user company in step S240. Specifically, the Business Operational Problem Analysis Method 200 pre-establishes a database to load the relationship between various indicator differences and their corresponding operational problems (eg, using analytical logic and/or artificial intelligence from multiple expert consultants). ). Next, in step S230, a difference between the operational index of the user company and the operational index of at least one of the companies in the same industry is compared. Then, in step S240, according to the difference, the operational indicators that are inferior to the at least one industry enterprise are prompted, and a plurality of corresponding operational problems are obtained from the database.
於步驟S250,行業營運問題統計應用。依據本發明的一實施例,在步驟S250中,統計複數個營運問題中被查詢的歷史次數(如:關注哪些問題/頻率次數)及行業屬性(如:行業/不同職能),據以排序複數個營運問題,從而提供複數個營運問題的排序給下一個登入的用戶裝置,讓下一個同行業/同職能的用戶可以按此排序做瀏覽與選擇,將較冷門的可能問題放到後面一點。依據本發明的另一實施例,在步驟S250中,統計歷史財務資訊結合未來預算財務資訊,進而統計自動推估出股東權益報酬率,從而透過該網路介面裝置提供該用戶公司即時模擬預算金額調整後之股東權益報酬率提升之效益。 In step S250, the statistical application of the industry operation problem. According to an embodiment of the present invention, in step S250, the number of times of querying the plurality of operational problems (eg, which issues/frequency times are concerned) and industry attributes (eg, industry/different functions) are counted, and the plurals are sorted according to An operational problem that provides a ranking of multiple operational issues to the next logged-in user device, allowing the next industry/same user to browse and select in this order, putting the less popular issues behind. According to another embodiment of the present invention, in step S250, the statistical historical financial information is combined with the future budget financial information, and then the statistics automatically estimate the return on equity, thereby providing the user company with an instant simulation budget amount through the network interface device. The adjusted benefits of the increase in the return on equity.
於步驟S260,問題解決方法資料庫。依據本發明的一實施例,用戶可透過用戶裝置點選欲瞭解的問題,當用戶裝置選擇查詢複數個營運問題中的至少一者,在步驟 S260中,回傳相應的解決方案至用戶裝置。 In step S260, the problem solving method database. According to an embodiment of the present invention, the user can select a question to be understood through the user device, and when the user device selects to query at least one of the plurality of operational problems, in step S260, the corresponding solution is returned to the user device.
綜上所述,本發明與現有財務分析技術的主要差異在於現有技術是透過幾個財務指標比較找出經營績效優異的投資目標,而本發明透過更全面的經營指標,並結合專業顧問人員持續積累分析邏輯來找出企業本身必須面對正視的可能問題,同時並蒐尋問題解決方法資料庫來著手進行改善,提升企業的競爭力。也就是說,本發明係在提供一種可以讓使用者便捷輸入其公司營運資料,且快速自動比對外部同行業(全球公開發行公司營運資料),並經專業顧問人員持續維護分析邏輯下,按資料比較計算產生的參數,自動產出模組化企業營運分析建議與報告,及早發現經營管理問題進而採取必要行動為主要目的。 In summary, the main difference between the present invention and the existing financial analysis technology is that the prior art finds an investment objective with excellent business performance through comparison of several financial indicators, and the present invention continues through a more comprehensive operational indicator and is combined with professional consultants. Accumulate analytical logic to find out the problems that the company itself must face, and search for a database of problem solving methods to improve and enhance the competitiveness of the company. That is to say, the present invention provides a user-friendly operation data that can be easily input by the user, and quickly and automatically compares the external industry (global public company operating data), and is maintained by the professional consultants. Data comparison calculation of the parameters generated, automatic output of modular business operations analysis recommendations and reports, early detection of business management issues and then take the necessary actions for the main purpose.
雖然本發明已以實施方式揭露如上,然其並非用以限定本發明,任何熟習此技藝者,在不脫離本發明之精神和範圍內,當可作各種之更動與潤飾,因此本發明之保護範圍當視後附之申請專利範圍所界定者為準。 Although the present invention has been disclosed in the above embodiments, it is not intended to limit the present invention, and the present invention can be modified and modified without departing from the spirit and scope of the present invention. The scope is subject to the definition of the scope of the patent application attached.
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