JP2015184723A - document creation support system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a technique to support creation of a document relating to provision of an IT-related service and the like, which is capable of quickly creating a suitable document according to a request of a customer with less labor.SOLUTION: A server 10 of a document creation support system 1 comprises: a GUI part 11 that provides a display to a terminal 5 of a user; a maintenance management part 12 that registers a document in a DB 20 as a case example information on the basis of user's operation on the display, and manages information on items relating to a configuration of a product of a case; a case example search part 13 to which conditions including required specifications and priority subjects of the product according to the customer are inputted, and that searches the case example information in the DB 20, extracts the case example information that matches the conditions, and displays the search result information; and a document management part 14 that makes a document of the selected case example information editable as a draft document. The priority subjects includes at least one of a cost, an order reception result, and quality.

Description

  The present invention relates to information processing technology. The present invention also relates to a technique for creating and supporting documents.

  Business operators such as system integrators and data centers provide products and businesses such as services and systems related to IT service management and IT operation management to customers such as companies. When a business proposes or introduces a product such as a service for a customer, it creates various documents (also referred to as documents) such as a proposal, a specification, an estimate, a design document for operation, and a procedure manual. To provide.

  JP-A-7-129691 (Patent Document 1) is cited as an example of prior art relating to the creation of the document and its support. Patent Document 1 is a proposal creation device that centrally manages created proposals, and uses existing data and automates estimates, and inputs, edits, estimates, and prints proposals. It is described to support.

JP-A-7-129691

  2. Description of the Related Art Conventionally, an operator, a designer, a sales employee, or the like of a service of the above-mentioned business operator creates a document such as a proposal using an information processing terminal such as a PC and various applications. However, the document creator spends a great deal of labor and time creating the document.

  Each customer has required specifications and important items. Important matters include, for example, low cost, high quality such as data availability, and a track record of introduction by a plurality of companies. It is desirable for the document creator on the business side to create and provide a document such as a proposal with suitable contents in consideration of the customer's required specifications. However, the document creator must consider the configuration of the product and the written description of the document according to the required specifications. For this reason, the document creator is required to have skills and the like for document creation, which is laborious and time consuming.

  In addition, a business operator creates a plurality of documents including proposals, specifications, and the like by a plurality of people in many cases for one project. However, each person has different experience knowledge and skills, and the level and quality of document creation vary. In addition, the cooperation of document creation by multiple people is insufficient.

  Businesses may not be able to quickly create and provide suitable documents including proposals and explanations that are sufficient and effective according to customer requirements, etc., for documents such as product proposals. That is, there is a case where it is not connected to an order for the project.

  An object of the present invention is to provide a technology that can quickly create a suitable document according to a customer's request or the like with a little effort with respect to a technology for supporting the creation of a document related to the provision of the IT-related services and the like. That is.

  A typical embodiment of the present invention is a document creation support system that performs information processing for supporting creation of a document related to provision of products such as IT-related services to a customer by a business operator. It is characterized by having.

  (1) A document creation support system according to an embodiment includes a server device that supports creation of a document at a plurality of user terminals, and the document provides an IT-related service or system product to a customer. The server device includes at least one of a proposal, a specification, an estimate, a design, or a procedure manual related to the project, the server device providing a screen to the user terminal, and a user on the screen Based on the operation, the document data and information are registered in the DB as case information, and a case management unit that performs maintenance management including updating of the case information, and information on items related to the product configuration of the case As a condition for searching the case information for creating the document based on a user operation on the screen and a product management unit to be managed, product requirements specifications, configuration items by the customer, Alternatively, information including important matters is input, the case information in the DB is searched using the information on the condition, the case information having a high degree of conformance with the condition is extracted, and the search result including the extracted case information A search unit for displaying information on the screen of the user's terminal, and a case information document selected from the search result information based on the user's operation on the screen as a draft document, and created by editing the draft document And a document management unit for storing the final version document in the DB, and the important matters include at least one of cost, order record, or quality.

  (2) The case management unit uses, as the case information, data and information including at least one of a template, a description, or a material that is a component of the document based on a user operation on the screen. The search unit searches for the case information in the DB using the condition information, and the configuration as case information having a high degree of conformance to the condition. Extracting elements, generating a case document based on the combination of the extracted constituent elements, displaying search result information including information on the generated case document on the screen of the user terminal, and the document management unit Based on the user's operation, the component data is referred to from the DB case information, and can be used for editing the draft document.

  According to a typical embodiment of the present invention, with respect to the technology for supporting the creation of a document related to the provision of the IT-related services, a suitable document according to the customer's request is quickly created with little effort. can do.

It is a figure which shows the person concerned regarding the document preparation assistance system of one embodiment of this invention. It is a figure which shows the structure of the document preparation assistance system of Embodiment 1 of this invention. FIG. 3 is a diagram illustrating schematic work and processing in the first embodiment. 6 is a diagram illustrating processing of each processing unit according to Embodiment 1. FIG. 6 is a diagram illustrating an example of management information related to a document in Embodiment 1. FIG. 6 is a diagram illustrating a flow of document search processing of the document creation support system according to the first embodiment. FIG. 6 is a diagram illustrating an example of document creation and maintenance management by a plurality of users in Embodiment 1. FIG. 6 is a diagram illustrating a configuration example of a case information table according to the first embodiment. FIG. 6 is a diagram illustrating a configuration example of a document management table according to Embodiment 1. FIG. 6 is a diagram illustrating a configuration example of an item table according to the first embodiment. FIG. 6 is a diagram illustrating a configuration example of an item detail table according to Embodiment 1. FIG. It is a figure which shows the structural example of the proposal order management table | surface of Embodiment 1. FIG. 6 is a diagram illustrating a configuration example of a document status management table according to the first embodiment. FIG. 6 is a diagram illustrating a configuration example of a customer-focused item management table according to Embodiment 1. FIG. 6 is a diagram illustrating a configuration example of a priority item evaluation definition table according to the first embodiment. FIG. 6 is a diagram illustrating a configuration example of a maintenance management screen according to the first embodiment. FIG. 6 is a diagram illustrating a configuration example of a document search screen according to Embodiment 1. FIG. 6 is a diagram illustrating a configuration example of a document editing screen according to Embodiment 1. FIG. It is a figure which shows the structure of the document preparation assistance system of Embodiment 2 of this invention. FIG. 10 is a diagram illustrating a flow of document search processing of the document creation support system according to the second embodiment.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings. Note that components having the same function are denoted by the same reference symbols throughout the drawings for describing the embodiment, and the repetitive description thereof will be omitted.

  The document creation support system according to the present embodiment performs information processing that supports creation of a document such as a proposal provided to a customer by an operator. In this document creation support system, each user registers and maintains case information related to a document in a DB. The document creation support system searches the DB case information based on the input of conditions such as customer requirement specifications and important items at the time of document creation by the user. This document creation support system displays suitable case information that meets the conditions on the screen of the user's terminal, and can edit the case information document selected by the user as a draft document. A plurality of users can quickly create a document with suitable contents reflecting the customer's request and the like and provide it to the customer with little effort.

<Embodiment 1>
The document creation support system according to the first embodiment of the present invention will be described with reference to FIGS. The document creation support system 1 according to the first embodiment shown in FIG. 2 and the like registers case information as a case document in document file units and searches a case document candidate list of case documents according to evaluation of important items by searching for case documents. Create and present to the user.

[Related party]
FIG. 1 shows parties and use cases related to the document creation support system 1 according to the first embodiment. The related parties include customers such as general companies who are service users 101, and service design operators 102 and service providers 103 as businesses. There may also be a business 104 between the service user 101 and the service design operator 102. A customer is a customer for each industry, and constructs and operates an information system for business. The business operator proposes and designs products such as services, systems, and equipment according to the customer's business, and performs operations management.

  The service design operator 102 is a company, a department, or the like that performs operation and design related to products such as services for each industry. The service design operator 102 includes an operator and a designer as users who are document creators. The user creates a document using the terminal 5 such as a PC. The user creates a document such as a proposal and provides it to the customer. The product is the customer's information system itself or a service used on the information system. The service design operator 102 outsources the operation of services and the like to the service provider 103. A user of the service design operator 102 uses the document creation support system 1.

  The service provider 103 is a company or department such as a data center, and provides predetermined services to customers and information systems, which are service users 101, using equipment such as servers and storages. For the service provider 103, the service design operator 102 is an internal customer, and the service user 101 is an external customer. The service provider 103 provides and manages the document creation support system 1.

  The sales 104 includes sales staff and the like, and conducts sales promotion sales of products such as services, interviews with customers, care, etc. through dialogue with customers. The sales person 104 may be a person who goes to a customer and an information system to support operation and maintenance. The sales person 104 inputs the information interviewed by the customer to his / her terminal or the server or terminal on the business side. A user such as an operator listens to and acquires various types of information including required specifications and important matters from customers or sales staff.

  In this embodiment, the user who is the document creator is an operator or a designer. However, the user is not limited to this, and may be a person in a data center or a person such as a sales staff or a support department. In the present embodiment, a person such as a person in charge on the customer side does not access the document creation support system 1, but a person on the customer side accesses the document creation support system 1 from a terminal, and a part of required specifications and the like. This information may be entered on the screen.

  The document creation support system 1 is configured on a communication network such as the Internet that is accessible from a user terminal 5 such as a service design operator 102. The document creation system 1 mainly has a case management function, a case search function, a document management function, and a document status management function as functions provided. The case management function registers and maintains document case information in the DB. The case search function searches for case information from the DB. The document management function supports creation of a plurality of documents in cooperation with a plurality of users, and manages drafts and final versions of various types of documents related to the case. The document status management function continuously manages the status such as the order record related to the document.

[system]
FIG. 2 shows a configuration of the document creation support system 1 according to the first embodiment. The document creation support system 1 according to the first embodiment includes a server 10, a DB 20, and an order management system 2. The order management system 2 includes a server 71 and an order management DB 72. The server 10 and the server 71 may be integrated, or the DB 20 and the order management DB 72 may be integrated. The server 10 includes known elements such as a CPU, a ROM, and a RAM, and realizes each processing unit by software program processing using them. A DB (database) is realized by a storage, a DB server, or the like.

  The server 10 includes a GUI unit 11, a maintenance management unit 12, a case search unit 13, a document management unit 14, a status management unit 15, and the like. The DB 20 stores a case information DB 21, a document management DB 22, a customer-focused item management table 61, a focus item evaluation definition table 62, a document status management table 63, and the like. The case information DB 21 stores a case information table 31, a case document 51, an item table 32, an item detail table 33, and the like. The document management DB 22 stores a document management table 41, a draft document 52, a final version document 53, and the like.

  The GUI unit 11 provides a screen such as a web page by a web server as a GUI (graphical user interface) to the terminal 5 of the user who has accessed the server 10. The screen includes a maintenance management screen G1, a document search screen G2, a document edit screen G3, and the like. The maintenance management screen G1 can perform maintenance management by registering case information. The document search screen G2 can search for a case information document by inputting customer conditions. The document editing screen G3 can edit a document. The document editing screen G3 may be a screen by an application such as a word processor provided in the user terminal 5.

  The maintenance management unit 12 registers the data of the document that is the case information as the case document 51 in the case information DB 21 through the maintenance management screen G1, and information for managing the case document 51 that is the case information in the case information table 31. Is described. The maintenance manager 12 updates and manages the contents of the registered case information. The case information DB 21 stores case information including standard case information. Further, the maintenance management unit 12 manages product information such as services in the item table 32 and the item detail table 33. Information on the product is appropriately registered and updated by a user such as an operator or a designer related to the product.

  The case search unit 13 searches the case information in the case information DB 21 using the customer condition information input by the user through the document search screen G2, and displays the search result information. The case search unit 13 refers to the information in the case information table 31 during the search, and reads the data of the corresponding case document 51. The case search unit 13 stores information such as important items as input condition information in the customer-oriented item management table 61. The case search unit 13 may obtain information such as important matters as input condition information with reference to the customer priority item management table 61 at the time of the search.

  In the search, the case search unit 13 evaluates the degree of conformity of the document regarding the priority item based on the definition information in the priority item evaluation definition table 62, and calculates the evaluation value as an index value. The case search unit 13 uses the evaluation value to extract the case document 51 that meets the condition as a candidate, creates a list in which a plurality of case documents are arranged in the order of the evaluation value, and uses it as search result information.

  The document management unit 14 supports creation of a plurality of documents by a plurality of users related to each case, and saves and manages a draft document 52 and a final version document 53 created by each user using a case document in the document management DB 22. To do. The document management unit 14 describes information for managing the draft document 52 and the final version document 53 related to the case in the document management table 41. The draft document 52 is a draft or drafting document being created. The final document 53 is a document for customer submission.

  The status management unit 15 manages status information regarding documents and important items. The status management unit 15 acquires proposal and order status and performance information from the proposal order management table 73 of the order management DB 72 of the order management system 2, totals the order results from the viewpoint of important items, and manages document status. It is described in Table 63. The case search unit 13 calculates a document evaluation value using the document status information in the document status management table 63 during the search.

  The order management system 2 is a subsystem that performs specific processing as a component of the document creation support system 1. The order management system 2 registers and manages the situation and progress including the proposal of the product to the customer, acceptance introduction, order acceptance, operation maintenance, operation, aftercare, etc., using the document by the user. The server 71 has a project customer management function and a proposed order management function as main functions. The server 71 provides an order management screen G4 to the user terminal 5. The order management screen G4 and the maintenance management screen G3 may be integrated. The item customer management function of the server 71 registers and manages item and customer information in the order management DB 72 based on user operations on the screen. The case information includes information on various documents related to the case. The customer information includes information such as contact information of the person in charge of the customer and information on the configuration of the information system. The proposed order management function of the server 71 registers information including the status and progress of document proposals and orders in the proposal order management table 73 of the order management DB 72 based on user operations on the screen. To manage information on performance such as

  In addition, a form in which each function is separated or integrated is possible, such as a form in which a processing unit for managing information on items related to the product configuration is provided separately from the maintenance management unit 12.

[Work summary]
FIG. 3 shows schematic operations and processing in the document creation support system 1 according to the first embodiment. S1 etc. indicate steps.

  (S1) Each user who is a document creator uses the document creation support system 1 from the terminal 5 as appropriate, and registers the document in the DB 20 as case information on the maintenance management screen G1. The document is an operation related document such as a service proposal. The case information DB 21 stores data of the case document 51, and information for managing the case document 51 is registered in the case information table 31. Each user appropriately inputs product information on the maintenance management screen G1. In the item table 32 and the item detail table 33, product information is registered. Case information refers to information accumulated and used as a case for creating a document by each user. In particular, the standard case information refers to information used as a standard case among a plurality of users.

  (S2) When creating a document such as a product proposal for a customer at the terminal 5, the user uses the document creation support system 1 to access the document search screen G2. In order to obtain case information for creating a document on the document search screen G2, the user inputs information such as requirement specifications, configuration items, and important matters regarding the product by the customer as a condition and executes a search.

  For example, job operation items include job operation and backup operation, and an input screen and an input field for each operation item are provided. When one of the customer's required specifications is, for example, job operation, the user can select information on software and functions, which are configuration items related to job operation, select list box choices, and enter text on the form on the corresponding input screen. Input by etc. Further, the user inputs information on matters most important to the customer by selecting a list box option on the screen. Choices of important matters include cost, order record, quality such as data availability, and the like.

  (S3) The server 10 of the document creation support system 1 searches the case information in the DB 20 using the customer requirement specifications and important matter information, which are input information on the document search screen G2, as search condition information. The processing of the server 10 searches for and extracts a case document that is optimum case information that conforms to a combination of required specifications of input conditions, important matters, and the like. In this search process, an evaluation value, which is an index value indicating the degree of matching with the contents of required specifications and important matters, is calculated, and a case document with a high evaluation value is extracted as a candidate.

  The document creation support system 1 creates a candidate list of case documents by rearranging a plurality of case documents extracted by the search in an order according to an evaluation value indicating a degree of conformity to the required specifications, important matters, etc. Output as result information. This order corresponds to a ranking recommended as a candidate for creating a draft document.

  (S4) The user browses the candidate list of case documents, which is the search result information on the document search screen G2, on the terminal 5. The candidate list of case documents lists information on one or more case documents in the order corresponding to the evaluation values, along with information on evaluation values such as priority items. The user can select a desired case document such as the one at the top from the candidate list, and can make the selected case document a draft document.

  (S5) On the document editing screen G3 of the terminal 5, the user can edit the case document selected from the candidate list as a draft document and create his / her proposal or the like. In addition, the user can look at the contents of the selected case document and refer to other case documents to return to the candidate list and select another case document. The user can select a plurality of case documents as necessary from the candidate list, and can create his / her proposal etc. using materials such as written text and images as the contents of the case documents.

  The user saves the draft document 52 based on the selected example document in the DB 20, edits the written text and images that are the contents of the draft document 52, creates the final version document 53 for customer submission, and creates the final version document 53. Save in DB20. The document management DB 22 manages each document including the relationship and history of cases, drafts, final versions, and the like.

  (S6) The user can appropriately register the created final version document 53 in the DB 20 as a case document on the maintenance management screen G1. In addition, the user can create a case document by performing editing such as deleting detailed information according to the customer using the created final document 53, and register it in the DB 20 on the maintenance management screen G1. Further, the user can update the contents of the case document registered in the DB 20 by checking and correcting the contents on the maintenance management screen G1 as appropriate.

  The user appropriately inputs status information indicating the status and progress of proposals, orders, and the like regarding the document of the matter including the created final document 53 to the document creation system 1. The document status management table 63 describes status information of the document. For example, when an order using a proposal is determined, the user inputs information on the order on the order management screen G4 of the order management system 2 (also possible with the maintenance management screen G1). As a result, the status information including the order receipt related to the document is updated. The status information of the document is reflected in the evaluation of important matters during the document search process in S3.

  As in S1 to S6, a company including a plurality of users goes through a PDCA (Plan Do Check Act) cycle including maintenance and management of case information, and accumulation, evaluation, and improvement of case documents are repeated. Thereby, the creation of the draft document 52 and the final version document 53 by a plurality of users is facilitated and speeded up, and the quality of the document is increased. Variations in quality among users are reduced, and it is easy to create a document even for users with low skills.

  As an example of maintenance management of standard case information by a user, case information is registered and updated as appropriate when a new service or the like is provided or a design is changed. Based on IT service management viewpoints such as solutions, ITIL, ISO 20000, etc., the user rotates the PDCA cycle related to collection, review, evaluation, improvement, update, etc. of case information and items related to products. Thereby, the precision of the information of the example and item of DB20 is improved continuously.

[Outline of processing]
FIG. 4 shows a process outline of each processing unit of the server 10 in the document creation support system 1 according to the first embodiment. The GUI unit 11 performs authentication based on the user ID and attributes in accordance with the access from the user terminal 2 and provides a screen such as the maintenance management screen G1 according to the ID and attributes. The user can also specify maintenance management, document search, etc. from the menu on the screen, and move to a dedicated screen.

  The maintenance management unit 12 manages the case information table 31 and the document management table 41, and registers the data and information of the case document 401, the product information, the document status information, and the like input in the maintenance management screen G1 in the DB 20. To do. In the first embodiment, management of case information is management in units of document files. The input case document 401 is registered as a data file of the case document 51. In the case information table 31 and the document management table 41, information of the input case document 401 is described.

  In addition, the maintenance management unit 12 describes product information input by the user in the item table 32 and the item detail table 33. The maintenance management unit 12 describes document status information input by the user in the document status management table 63 and the like.

  The case search unit 13 describes information on conditions such as required specifications and important items, which are input information on the document search screen G2, in the customer important item management table 61 and the like, and refers to the case information table 31 and the document management table 41. Then, the data and information of the case document 51 are searched. The case search unit 13 calculates an evaluation value for each case document 51 that is a document extracted by the search, according to the definition information of evaluation for each priority item in the priority item evaluation definition table 62 set in advance. This evaluation value is an index value relating to the degree of whether or not the contents and attributes of the document are suitable for the customer's important items. The case search unit 13 ranks a plurality of case documents using the calculated evaluation value, creates a candidate list in the order, and sets it as search result information 403.

  The GUI unit 11 displays the search result information 403 in the document search screen G2. The user selects a desired case document from the case document candidate list of the search result information 403, and transitions to the document editing screen G3. On the document editing screen G3, the user can edit the case document as a draft document and create a final version document as indicated by 404. The document management unit 14 stores the data files of the draft document 52 and the final version document 53 created by the user in the document management DB 22 and describes information for managing the document in the document management table 41.

  Further, when editing and creating the draft document 52 and the final version document 53 on the document editing screen G3, the user can read and refer to the existing case document 51 and the final version document 53 registered in the DB 20 for reference. In addition, the read document can be used for editing. In this case, the user performs an instruction operation for referring to or searching for a related document on the document editing screen G3 or the document search screen G2. For example, a document related to specified information can be searched by specifying a case, a customer, a product, and the like. For example, the user can browse examples and final versions of related types of documents in the same case. You can also browse examples and final versions of past documents of the same type (for example, proposals). The user can refer to a document by another document creator as a reference, and can use the contents of the document as a part for creating his / her own document. The document management unit 14 manages a plurality of types of documents for each case, and supports editing of a plurality of documents by cooperation of a plurality of users.

  The status management unit 15 continuously acquires or inputs status information regarding the status and progress of the document related to the important items and the like regarding the document including the final version document 53 and writes it in the document status management table 63. For example, the status management unit 15 periodically obtains proposal and order result information from the proposal order management table 73 in the order management DB 72, totals the order results for each document, and stores information in the document status management table 63. Update. The user can input and register the status information of the document on the maintenance management screen G3 and the order management screen G4.

[Management information related to documents]
FIG. 5 shows an example of management information related to a document handled by the document creation support system 1. The document creation support system 1 manages these pieces of information in the DB 20.

  Document properties include file name, file type, address, creator, size, date and time, authority, and the like, as with properties handled in a general file system. File types have extensions corresponding to various types of software such as word processors, drawing creation, presentations, and spreadsheets. The address is a file storage location, and the authority is an authority such as reading and writing.

  Examples of document component (also referred to as content) information include templates, written text, materials, and peripheral information. The template includes a file including a standard format and a standard description text, and a file such as a style sheet that defines the appearance on the screen. The description text is text data and information of individual specific text described in the document. The material is data and information of various materials such as images, drawings, tables, graphs, and the like arranged in the document. In the second embodiment to be described later, the case information is managed in units of document component information.

  The target fields of documents are IT operation management, IT service management, and the like. The document type is a type related to the project and the product, and includes a proposal, a specification, an estimate, a design, a procedure, and the like. The status and progress of the document include before proposal, during proposal, order receipt, design, and operation. Document management categories include cases, drafts, and final versions. The draft indicates the version that is being created, and the final version indicates the completed version for customer submission.

  Information on the target customer of the document includes the customer name, the type of business, the name of the person in charge on the customer side, the scale, the budget, and the like. Information on the target product of the document includes the product name, the type of business, the name of the person in charge on the business side, the scale, the price, and the like. The product name is the name or identification information of the service, system, device, etc. to be provided. The person in charge on the business side includes users such as operation departments and design departments.

  The customer requirement specification item is a requirement specification item related to the target product by the customer, and includes, for example, a provision form, a configuration item, an operation item, a function, a scale, a budget, and the like. Examples of the scale include the number of devices, the number of end users, and storage capacity. The budget includes ranges such as the upper and lower limits of the amount.

  The customer-focused item is information on matters to be focused by the customer. In the present embodiment, the cost is low, the track record is high, the quality is high, and the like. Expenses include introduction costs and operation costs. The results include orders received and operational results. Quality includes data availability, security level and processing performance. The data availability includes, for example, availability by a redundant configuration such as duplication of equipment, functions such as data backup and disaster recovery. Examples of the security level include resistance to attacks against vulnerabilities, information leakage countermeasures, and the like. Examples of processing performance include CPU performance, the number of simultaneous access processes, and the like.

[Document Search Processing]
FIG. 6 shows a flow of document search processing of the document creation support system 1 according to the first embodiment.

  (S11) In S11, the user inputs values of conditions such as document type, category, customer type of business, scale, cost, etc. on the document search screen G2 (FIG. 17 described later). The case search unit 13 of the server 10 searches the case information table 31, the document status management table 63, the proposed order management table 73, etc. of the DB 20 based on the condition value of the input information, and extracts information on documents that satisfy the condition. .

  (S12) In S12, if the corresponding document in S11 is 0 (S12-N), the process ends. If there is one or more (S12-Y), the process proceeds to S13.

  (S13) Further, in S13, the case search unit 13 of the server 10 uses the software, administrator, and registrant who are detailed information designated and input by the user on the document search screen G2 regarding the corresponding document extracted in S11. The corresponding document is extracted using the values of keywords and the like.

  (S14) In S14, if the corresponding document in S13 is 0 (S14-N), the process ends. If there is one or more (S14-Y), the process proceeds to S15.

  (S15) In S15, the server 10 acquires information on the customer's required specifications and important items input and designated by the user on the document search screen G2. One or more important items are acquired. The server 10 may acquire information on the priority items registered in the customer priority item management table 61. Further, the server 10 acquires order record information and the like from the document status management table 63 as document status information related to the important items.

  (S16) S16 to S18 are steps of repeating the same processing for each important item designated by the user and in the priority order. When a plurality of priority items are designated in the priority order, the server 10 selects the priority items one by one in the priority order, and performs the process of S17 with the contents according to the priority items.

  (S17) In S17, the case retrieval unit 13 of the server 10 evaluates each document according to the priority item based on the priority item evaluation definition table 62 with respect to the case document that is the corresponding document extracted up to S15. Is calculated. The case search unit 13 creates a candidate list of case documents by rearranging a plurality of documents in descending order of evaluation value. The processing contents that differ depending on the priority items are as follows.

  (S17A) When the priority item is expense, the case search unit 13 refers to the value of the product price described in the proposed order management table 73 or the like. The case search unit 13 calculates an evaluation value from the value of money according to the definition information in which the priority item of the priority item evaluation definition table 62 in FIG. For example, when the value of money completely matches the value of the budget designated by the customer, the evaluation value is set to A (◎) which is the highest value. If the value of the amount is within the budget specified by the customer, the evaluation value is set to B (◯), which is the second highest value. If the value of the amount is outside the range of the budget designated by the customer and the degree of out of the range is within ± 10%, the evaluation value is set to C (Δ), which is the third highest value. If the value of the amount is outside the budget specified by the customer and the degree of out of the range is not within ± 10%, the evaluation value is set to D (x) which is the lowest value.

  (S <b> 17 </ b> B) If the priority item is an order record, the case search unit 13 refers to the order record value for each customer scale related to the document in the document status management table 63. The case search unit 13 calculates an evaluation value in accordance with the definition information described in the row of the order record of the priority item in the priority item evaluation definition table 62. For example, if the number of orders received is 0, the evaluation value = D, 1 or more and less than 5, evaluation value = C, 5 or more and less than 10, evaluation value = B, and 10 or more, evaluation value = A.

  (S17C) When the priority item is quality (particularly data availability), the server 10 refers to the value of the function related to the document and the target product in the proposed order management table 73. The case search unit 13 calculates an evaluation value according to the definition information described in the row where the priority item of the priority item evaluation definition table 62 is quality (particularly data availability). The case search unit 13 associates evaluation values according to the presence or absence of each function, for example. For example, the evaluation value = A when both the DR function and the duplex function are present, evaluation value = B when only the DR function is present, evaluation value = C when only the duplex function is present, and the evaluation value = when no function is present = D.

  The definition of calculation of the evaluation value is not limited to the above and can be set. The business user sets the definition information in the priority item evaluation definition table 62. In this example, the evaluation values are four types of level values A to D. However, the evaluation values are not limited to this, and may be defined by different levels or numerical values for each important item.

  (S19) In S19, the case search unit 13 of the server 10 displays the search result information including the candidate list of the case document created in S17 in the document search screen G2. When a case document is selected from the candidate list by the user on the document search screen G2, a transition is made to the document editing screen G3 for the case document. Furthermore, when referring to a related document, the user may perform a search for the related document on the document search screen G2 or the like. The server 10 may automatically create a list of related documents and display information on the screen. For example, the server 10 refers to the information in the DB 20 according to display of a candidate list of case documents and selection of a case document, and creates and automatically displays a list of various types of documents related to the case document. .

[Document creation and maintenance by multiple users]
FIG. 7 shows an example of a PDCA cycle for creating and maintaining a plurality of documents by a plurality of users in the first embodiment. As an example, in the case of a case A of providing service A to a customer A of a certain business type A, the first user U1 creates a document A that is a proposal A related to the service A of the case A. The user U1 searches the case document by inputting information such as important items of the customer to the document creation support system 1. As a result, a case document having a high degree of matching with an important item (for example, low cost) is extracted, and a candidate list is presented.

  The user U1 selects a case document from the candidate list, sets it as a draft document A related to the document A, and creates and saves the final version document A by editing the content to a content according to the customer. . The user U1 proposes the service A to the customer by using the proposal A which is the final document A, and inputs the status information of the proposal, the order, etc., the status, progress, and consequences to the order management system 2 as appropriate. To do. The status information is reflected in the proposed order management table 73 and the document status management table 63.

  The user U1 creates a case document A using the final version document A proposed to the customer, and registers the case document A in the case information DB 21 as case information. Further, the user U1 can update the content of the existing case document to a better content such as correction, replacement, deletion, etc., using the final version document A.

  Next, as an example, in the case of a case B for providing a service B to a different customer B of the same industry A, the second user U2 creates a document B that is a proposal B related to the service B of the case B. The user U2 searches the case document by inputting information such as important items of the customer to the document creation support system 1. As a result, a case document having a high degree of matching with an important item (for example, a large number of received orders) is extracted, and a candidate list is presented. For example, a candidate list including case document A is presented.

  The user U2 selects, for example, the case document A from the candidate list and sets it as a draft document B related to the document B. The user U2 creates the final document B by editing the content to the content according to the customer. save. Further, the user U2 refers to the related document as a reference for creating the document B. For example, the user U2 can refer to various documents (including drafts and final versions) other than the proposal B related to the same case B as the related documents, and the past related (for example, the target industry or customer is the same). ) Various documents (including the final version) of case A.

  User U2 proposes service B to the customer using proposal B, which is final document B, and inputs the status information to order management system 2 as appropriate. Similarly, the user U2 may create a case document B using the final version document B proposed to the customer and register the case document B in the case information DB 21 as case information.

  As described above, documents created by the user and registered as examples are accumulated and used as knowledge assets. Each of a plurality of users can create his own document by using a case document by another user as a draft document, and can create a document by referring to the final version document by another user. Therefore, each user can create a document such as a proposal with a suitable content according to the customer's important matters with little effort. Each of the plurality of users can share information in the DB 20 and cooperate with each other in the PDCA cycle, and can approach the level and quality of the created document even if there is a difference in skill or the like.

[Case Information Table]
FIG. 8 shows a configuration example of the case information table 31 of the case information DB 21. In the case information table 31 shown in FIG. 8, management items include document number, document type, category, software, administrator, registrant, keyword, and the like. The document number is identification information of a case document that is a document. The document type is information of a type such as the above-mentioned proposal. The category is information on the category of the product. The software is identification information of software that is a configuration item. The manager is information on the manager of the operation described above. The registrant is information on the registrant of the operation described above. The keyword is registration information of an arbitrary keyword by the user.

[Document Management Table]
FIG. 9 shows a configuration example of the document management table 41 of the document management DB 22. The document management table 41 in FIG. 9 includes management items such as document number, case number, file name, address, creator, category, document type, date and time. The case number is identification information of the case to which the document belongs. The file name is the file name of the document. The address is a document storage address. The creator is a user who is the creator of the document or its department. The category indicates the category of case, draft, final version, etc. The date and time is the date and time when a document is created or updated.

[Item table and item detail table]
FIG. 10 shows a configuration example of the item table 32. The item table 32 includes management information for each item related to customers, products, required specifications, configuration items, and the like. The item table 32 and the item detail table 33 are managed in association with each other. The item table 32 manages information on general items of the product. The item detail table 33 manages detailed information for each item in the item table 32. The product information managed in the item table 32 and the item detail table 33 is used as information constituting the content of the document. A form in which the item table 32 and the item detail table 33 are integrated and managed is also possible.

  The item table 32 in FIG. 10 includes management items such as industry type, product, provision form, operation item, function, customer scale, customer budget, and the like.

  The type of industry is information on classification and identification of industries such as manufacturing, distribution, finance, and retail. The product is identification information or classification information of a product or business such as an IT-related service or system, and includes an operation service and a system construction.

  The provision form is information on classification and identification of a provision form of a product such as an operation service. There are various forms of provision, such as housing, resource on demand (ROD), and private cloud. The housing is a form in which a device such as a server of a customer company is installed and used in a data center, and has advantages of power and security. ROD is a form of cloud computing service that provides IT resources (for example, server resources in units of virtual machines) prepared in a data center according to customer demand, that is, a necessary amount when necessary.

  The operation item is a product category when the product is an operation service, and includes job operation, backup operation, failure operation, monitoring operation, and the like. The function is a function such as a standard or an option constituting a service or the like. For example, there are various functions such as a redundant configuration such as duplication and disaster recovery (DR).

  The customer scale is information indicating the scale of the customer or the customer information system or the operation service, and includes, for example, the number of devices, the number of end users (the number of end users accessing the customer information system or the operation service), and the like. The scale may be defined at a level such as large / medium / small. The customer budget is information on a budget that the customer can spend, and may be specified in a range of money, for example, 0 to 100,000 yen.

  FIG. 11 shows a configuration example of the item detail table 33. The item detail table 33 in FIG. 11 shows detailed information on the operation items in FIG. 10, for example. Detailed information on job operation includes hardware used, software used, job operation configuration manager, job operation job registrant, job operation schedule registrant, and the like. The available hardware has options such as no designation, device A, and device B. The available software has options such as no designation, software A, and software B. The job operation configuration manager indicates a person who is set as the job operation configuration manager, and has options such as a customer (customer information system manager, etc.), a design department user, an operation department user, and the like. Job registrants and schedule registrants can be selected in the same way. Similarly, the detailed information of the backup operation includes the hardware used, the software used, the configuration manager of the backup operation, and the like.

[Proposed order management table]
FIG. 12 shows a configuration example of the proposed order management table 73 of the order management DB 72. The proposal order management table 73 in FIG. 12 includes, as management items, a case number, a document number, a customer name, a business type, a proposal category, an amount, an order status, the number of proposals, a provision form, a customer scale, a function, a memo, and the like.

  The proposal category indicates the category of the product proposed by the document corresponding to the operation items such as job operation and backup operation. The amount indicates information on the cost of the product proposed by the document. The order status indicates the status of the order received by the document, and includes, for example, “order received” and “other determined” values. The number of proposals indicates the number of proposals according to the document.

  The provision form, customer scale, function, and the like are information on the configuration of the product described above. The product configuration information may be separately defined and managed with an ID in another table. In that case, the product configuration information may be referred to by the product ID. The memo is information on an arbitrary memo input and registered by the user. For example, the user can register, as a memo, information on status, progress, and consequences related to orders received by the document. For example, the user may register information on interviews and consultations from customers in a memo.

[Document Status Management Table]
FIG. 13 shows a configuration example of the document status management table 63. The document status management table 63 manages document status information including performance information. A form in which the proposed order management table 72 and the document status management table 63 are integrated and managed is also possible.

  The document status management table 63 in FIG. 13 includes management items such as a document number, an order record, the number of proposals, and a memo. In this example, the received order information is information on the number of cases for each customer scale, and is an item according to three levels of small / medium / large as scale values. The memo is information on an arbitrary memo input and registered by the user, like the memo item of the proposed order management table 73. The memo can be registered, for example, that the customer has received a consultation about cost or function addition, or that the explanation of the cost or function is insufficient. In addition, it can be registered that the service is operating smoothly after the order is received.

[Customer-oriented item management information]
FIG. 14 shows a configuration example of the customer-focused item management table 61. The customer-oriented item management table 61 in FIG. 14 includes, as management items, a customer name, a case number, a category, an important item # 1 to an important item # 3, and the like. The customer priority item management table 61 can register one or more priority items for each customer or item. A plurality of items such as the priority item # 1 are defined in the priority order.

  For example, Company A, which is a customer, has one important item and is a cost. Company B has two priority items, the first priority item is the cost, and the second priority item is the order record. Company C has two priority items, the first priority item is quality, and the second priority item is an order record.

[Important item evaluation definition table]
FIG. 15 shows a configuration example of the importance item evaluation definition table 62. The importance item evaluation definition table 62 in FIG. 15 defines an evaluation value calculation definition for each importance item, and shows an example of the definition corresponding to the contents described in S17 of FIG. In addition, as a priority item, the customer scale is shown in addition to the cost, the order record, and the quality. The definition of evaluation can be set in the same way for the customer's requirement specification items.

[Maintenance screen_document registration screen]
FIG. 16 shows a configuration example of a screen in case of registration of a case document in the maintenance management screen G1. This screen has input fields such as document name, document type, category, and detailed settings. The detailed setting input field includes input fields such as a case number, software, administrator, registrant, and keyword. The software is one of the configuration items of the target product. An administrator or a registrant can select from the operation department or the design department as the administrator or registrant of the document. The keyword can be set by an arbitrary text keyword by the user. The user can input information in each input field by inputting text, selecting an option from a list box, or the like, and can register with an OK button.

[Document Search Screen]
FIG. 17 shows a configuration example of the document search screen G2. This screen includes a search condition input field 171 and a search result display field 172. The search condition input field 171 allows a user to input a value as a search condition for a case document. The search condition input field 171 includes items such as document type, category (operation item), expense (customer budget), and detailed settings. The detailed setting items include input fields such as type of business, customer size, software used, administrator, registrant, keyword, and priority item. In the cost input field, the amount range of the customer budget can be specified. In the customer scale input field, a level such as large / medium / small according to the number of devices can be designated. Any keyword can be specified in the keyword input field.

  In the important item input field, one or more items to be emphasized by the customer can be selected and input, and the inputted one or more important items can be displayed and confirmed as # 1, # 2, # 3. When a plurality of priority items are designated, the priority order can be set like # 1, # 2, and # 3. The user inputs conditions in the search condition input field 171 and presses the search execution button.

  The search result display field 172 displays a candidate list of case documents as search result information. The table of the candidate list includes items such as ranking, document name, evaluation value for each important item, and selection. The ranking indicates the order in which the evaluation value is comprehensively high for each document. The evaluation value item for each priority item displays the evaluation value for each priority item described above. In this example, three evaluation values of cost, order receipt result, and quality are shown. A plurality of important items may be displayed side by side in the order of one or more designated important items. The display field 172 may include an item for displaying a comprehensive evaluation value in document units. The comprehensive evaluation value can be calculated by, for example, an operation of adding or multiplying evaluation values of a plurality of important items. In the calculation, each evaluation value may be multiplied as a coefficient by a weighting value corresponding to the priority order for each priority item.

  The user can see the information including the evaluation value of the case document in the candidate list, select a desired case document from the information, and make a transition to creation of the draft document. For example, the user selects a case document having the highest overall evaluation value in the top row of the candidate list by checking a selection item, and presses a draft creation button. Thereby, the case document can be changed to the document editing screen G3 as a draft document.

[Document Edit Screen]
FIG. 18 shows a configuration example of the document editing screen G3 and the document. This screen is the same as a screen by application software such as a general word processor. The user displays the contents of the draft document on the document editing screen G3, edits the detailed information of the customer and the product, such as adding or correcting, and creates and saves the final version document.

  Reference numeral 181 denotes information on a fixed format and sentence layout based on document template information. Information such as a cover, table of contents, and page configuration is also set in the template. Reference numeral 182 denotes an example of a layout area based on the template information and a description text arranged in the area. Reference numeral 183 denotes an example of a layout area based on template information and a material arranged in the area. Reference numeral 184 denotes a label for displaying information on the management classification of the document. Reference numeral 184 displays information such as standard cases, drafts, and final versions as labels. This makes it easy for the user to identify the document. Reference numeral 185 denotes an example in which information on a customer-focused item is described as an example of a description sentence. Reference numeral 186 denotes pasting of text, which is written text information, in the area 182. Reference numeral 187 indicates that an image or the like as a material is pasted on the area 183.

  As other screens provided by the document creation support system 1, on the screen for order management, maintenance management, document editing, etc., information on a list of a plurality of cases and information on a list of a plurality of documents for each case is displayed. Also good. This screen displays detailed information when a user selects a desired item or document from the list.

[Effects]
As described above, according to the document creation support system 1 of the first embodiment, a function is provided that supports creation of various documents for a case related to provision of IT-related services to a customer by a user. It is possible to quickly create a suitable document that meets the demands of the user with less effort. That is, it is easy to quickly create a sufficient and effective proposal and provide it to the customer, and it is easy to connect to an order for the project. For customers, documents such as suitable proposals that take into account required specifications and important matters can be obtained at an early stage, so it is easy to determine the introduction of the service.

  Business operators can suppress variations in document creation level and quality even when creating multiple documents by multiple people with different experience knowledge and skills, etc., and create proposals with suitable contents. Cheap. For example, a person who is experienced and highly skilled can create a high-quality final document, and register the final document or a document obtained by deleting unnecessary information from the document or its component information in the DB 20 as standard case information. . A person with little experience and low skill can easily create a high-quality final document because a high-quality draft document can be obtained from the standard case information in the DB 20.

<Embodiment 2>
Next, the document creation support system 1 according to the second embodiment of the present invention will be described with reference to FIGS. The second embodiment is a configuration in which a function is added to the configuration of the first embodiment. Hereinafter, components different from the first embodiment in the second embodiment will be described.

  The document creation support system 1 according to the second embodiment provides not only registration and management of case documents but also a function of registering and managing case information in units of document components. In the second embodiment, a candidate case document is generated by searching for document component element information that is case information, and the candidate list is presented.

[System (2)]
FIG. 19 shows a configuration of the document creation support system 1 according to the second embodiment. In the case information DB 21, the document creation support system 1 according to the second embodiment registers information not in document units but in units of document components as case information. The maintenance management unit 12 describes information for managing the constituent elements of the case document in the case information table 31 based on the operation of registering the case information by the user on the maintenance management screen G1, and the case information DB 21 or the document management In the DB 22, data files of the constituent elements are stored. The management information includes information on the type and identification of the component. The component data includes a template file 81, written text information 82, material information 83 such as images. The template file 81 is template information and pattern information constituting the document. The template does not include individual specific description text, material images, and the like.

  The case search unit 13 searches the case information table 31 of the DB 20 using information on conditions such as required specifications and important items specified by the user on the document search screen G2, and the document configuration conforms to the combination of important items etc. Extract element information.

  The server 10 includes a document generation unit 17. The document generation unit 17 uses the document component element information extracted by the search by the case search unit 13 and performs a process of generating a candidate case document (also referred to as a combination document) by the combination. The document generation unit 17 may store the case document 51 that is the generated combination document in the DB 20 (for example, the document management DB 22). This combination document is retained for at least a certain period.

  The case search unit 13 calculates an evaluation value for each priority item for a plurality of combination documents generated by the document generation unit 17, and rearranges the comprehensive evaluation values in descending order to implement a candidate list of case documents. Created in the same manner as in Form 1.

  The maintenance management unit 12 and the document management unit 14 can refer to and search the component information registered in the DB 20.

[Document Search Processing (2)]
FIG. 20 shows document search processing in the document creation support system 1 according to the second embodiment.

  (S21) In S21, the user inputs a condition value for searching for a case document on the document search screen G2. The case search unit 13 of the server 10 searches the case information table 31, the document status management table 63, the proposed order management table 72, etc. of the DB 20 based on the condition value of the input information, and extracts the component information corresponding to the condition. .

  (S22) In S22, if the corresponding document in S21 is 0 (S22-N), the process ends. If there is one or more (S22-Y), the process proceeds to S23.

  (S23) In S23, the document generation unit 17 generates a case document by a combination using the component information extracted in S21.

  An example is: It is assumed that template A, template B, text A and text B of the written text, material image A, image B, and the like related to the proposal are registered in the DB 20 as component element information. In the generation process of S23, a case document such as the following example is generated as a case document based on these possible combinations. Case document a by {Template A, Text A, Image A}, Case document b by {Template B, Text A, Image A}, Case document c by {Template A, Text B, Image A}, {Template A, Text Example document d etc. by A, image B}.

  For example, in the case information table 31, information on what can be combined with other components and what cannot be described is described for each component. The document generation unit 17 generates a case document by selecting components that can be combined in accordance with the description in the case information table 31.

  (S24) In S24, if the combination document generated in S23 is 0 (S24-N), the process ends. If there are one or more (S24-Y), the process proceeds to S25.

  (S25) In S25, the server 10 acquires information on the customer's required specifications and important items input and designated by the user on the document search screen G2. Further, the server 10 acquires order record information and the like from the document status management table 63 as document status information related to the important items.

  (S26) S26 to S28 are the same as the flow of the first embodiment described above, and are steps of repeating the same processing for each priority item and in the priority order.

  (S29) In S29, the case search unit 13 displays the search result information including the candidate list of the case document created in S27 in the document search screen G2. When the case document is selected from the candidate list by the user on the document search screen G2, the process proceeds to the document edit screen G3. The user can edit the case document as a draft document on the document editing screen G3 to create a final version document.

  Furthermore, the server 10 may automatically create a list of component information of the case document and display it on a screen such as the document editing screen G3. The user selects desired component information from the list of component information on the screen, and the server 10 reads the data of the selected component information from the DB 20 and displays it. Further, the server 10 may provide a screen and a column for searching and referring to the component information. For example, when editing a draft document, the user inputs information for searching for component information in the column of the screen and executes the search. The server 10 retrieves the component information from the DB 20 and displays it on the screen. The user can use the retrieved component information data for editing, for example, by pasting it into a draft document.

  As described above, in the second embodiment, the case document generated from the component element information registered as the case information can be selected as a draft document. As in FIG. 18, the user can edit the component information in the draft document on the document editing screen G3 to create the final version document. Each user can register and maintain the component element information and a document based on the combination as a case.

[Effects]
As described above, according to the document creation support system 1 of the second embodiment, as in the first embodiment, it is possible to quickly create a suitable document according to a customer's request and the like with less effort. In particular, in the second embodiment, individual document component information can be registered as case information, and the user can use individual document component information for editing when creating a document.

  As mentioned above, this invention is not limited to the said embodiment, A various change is possible in the range which does not deviate from the summary.

  The present invention can be used as an information processing system or software in a business provider that provides IT-related services and the like.

  DESCRIPTION OF SYMBOLS 1 ... Document creation assistance system, 2 ... Order management system, 5 ... Terminal, 10 ... Server, 11 ... GUI part, 12 ... Maintenance management part, 13 ... Case search part, 14 ... Document management part, 15 ... Status management part, 20 ... DB, 21 ... Case information DB, 22 ... Document management DB, 31 ... Case information table, 32 ... Item table, 33 ... Item details table, 41 ... Document management table, 51 ... Case document, 52 ... Draft document, 53 ... final document, 61 ... customer-oriented item management table, 62 ... important item evaluation definition table, 63 ... document status management table, 71 ... server, 72 ... order management DB, 73 ... proposal order management table, G1 ... maintenance management screen , G2: Document search screen, G3: Document editing screen, G4: Order management screen.

Claims (10)

A server device that supports creation of documents on a plurality of user terminals,
The document includes at least one of a proposal, a specification, an estimate, a design, or a procedure related to a case of providing an IT-related service or system product to a customer.
The server device
A screen providing unit for providing a screen to the user terminal;
Based on user operations on the screen, the document data and information are registered in the DB as case information, and a case management unit that performs maintenance management including updating of the case information;
A product management unit that manages information on items related to the product configuration of the matter;
Based on the user's operation on the screen, as a condition for searching the case information for creating the document, input information including required specifications of the product by the customer, configuration items, or important matters, The case information in the DB is searched using the information on the condition, the case information having a high degree of matching with the condition is extracted, and the search result information including the extracted case information is displayed on the screen of the user terminal. A search section;
A document management unit that stores a case document selected from the search result information as a draft document based on a user operation on the screen and saves a final version document created by editing the draft document in the DB; ,
Have
The document creation support system, wherein the important matters include at least one of a cost, an order record, or quality. The document creation support system according to claim 1,
The case management unit registers, as the case information, data and information including at least one of a template, a description, or a material that is a component of the document, based on a user operation on the screen. , Perform maintenance management including updating the case information,
The search unit searches the DB case information using the condition information, extracts the constituent elements as case information having a high degree of conformance to the conditions, and extracts a case document by a combination of the extracted constituent elements. Display the search result information including the generated case document information on the screen of the user terminal,
The document management support system, wherein the document management unit refers to the data of the component from the DB case information based on the user's operation on the screen, and makes it available for editing the draft document. The document creation support system according to claim 1,
The search unit calculates, for each document of the case information, an index value representing a degree of conformity for each important matter of the condition, and arranges the plurality of extracted case information documents in order from the highest index value. A document creation support system that creates a list and displays search result information including the list on the screen of the user terminal. The document creation support system according to claim 1,
The case management unit registers the final version document or a document created by editing the final version document in the DB as the case information based on a user operation on the screen. The document creation support system according to claim 1,
The document management unit registers and manages data and information of a plurality of types of documents created by the plurality of users for each case in the DB,
The document management unit stores data and information of a plurality of types of documents for each case from the DB when creating a final document by editing the draft document based on a user operation on the screen. A document creation support system for browsing or searching and displaying. The document creation support system according to claim 1,
The server device has a status management unit,
The status management unit manages status information including the status and progress of product proposals, orders received, introductions, or operations to the customer for each document of the matter,
The document creation support system, wherein the search unit extracts case information having a high degree of conformance to the condition using information on the status of the document. The document creation support system according to claim 1,
The product management unit manages the cost information of the product,
The search unit is a document creation support system that extracts and recommends a document related to a product with a relatively low cost when the cost is specified as an important matter of the condition. The document creation support system according to claim 6,
The status management unit manages information on the results of product proposals, orders received, introductions, or operations to the customer,
The search unit extracts and recommends a document related to a product with a relatively high track record when a record related to the proposal, order receipt, introduction, or operation is designated as an important matter of the condition. . The document creation support system according to claim 1,
The product management unit manages information including the presence or absence of functions by hardware and software related to the quality of data availability, security, or processing performance as the quality information of the product,
The search unit is a document creation support system that extracts and recommends a document related to a relatively high-quality product according to the presence or absence of the function when quality is designated as an important matter of the condition. The document creation support system according to claim 1,
The case management unit registers, as the case information, information on the type of the document, information including the business type of the customer, information on the configuration of the product, and keywords,
The product management unit manages information including a provision form, an operation item, a function, a scale, and a cost as information on the configuration item of the product,
The document creation support system, wherein the search unit can specify, as the conditions, information on the type of the document, information including a business type of the customer, information on the configuration of the product, a keyword, and the important matter.

Images