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中宏人壽銷售目標(biāo)管理系統(tǒng)的設(shè)計(jì)與實(shí)現(xiàn)

發(fā)布時(shí)間:2019-05-11 05:45
【摘要】:當(dāng)今企業(yè)運(yùn)營模式的改進(jìn)和變化日新月異,而這一切都與信息化的發(fā)展以及企業(yè)與市場(chǎng)不斷融合有著密切的關(guān)聯(lián)。這一變化更深刻體現(xiàn)在銷售當(dāng)先的保險(xiǎn)行業(yè)中,如何通過先進(jìn)的目標(biāo)管理理念及技術(shù),運(yùn)用新的互聯(lián)網(wǎng)及信息技術(shù),將銷售環(huán)節(jié)通過網(wǎng)絡(luò)化的信息系統(tǒng)進(jìn)行管理,更為暢通的打通團(tuán)隊(duì)管理的信息溝通障礙,更為準(zhǔn)確的把握市場(chǎng)動(dòng)態(tài),已經(jīng)成為保險(xiǎn)行業(yè)未來團(tuán)隊(duì)目標(biāo)管理的必然趨勢(shì)。在這樣的背景下,作者結(jié)合多年保險(xiǎn)公司工作及調(diào)研的實(shí)踐經(jīng)驗(yàn),深入理解軟件工程學(xué)習(xí)的內(nèi)容和知識(shí),將這些運(yùn)用和實(shí)現(xiàn)到針對(duì)中宏人壽銷售目標(biāo)管理系統(tǒng)的設(shè)計(jì)與開發(fā)之中。本文首先分享了保險(xiǎn)行業(yè)信息化發(fā)展的現(xiàn)狀,并闡述了相關(guān)的目標(biāo)管理及管理信息系統(tǒng)理論。其次,通過系統(tǒng)開發(fā)的相關(guān)技術(shù)研究,決定采用B/S結(jié)構(gòu)體系,ASP.NET開發(fā)工具及SQLSERVER數(shù)據(jù)庫。隨后通過系統(tǒng)用例圖及ER圖等進(jìn)行設(shè)計(jì),劃分各個(gè)功能模塊(包括:基本信息維護(hù),設(shè)定目標(biāo)追蹤,晉升考核追蹤,競(jìng)賽業(yè)績(jī)追蹤,查詢指引和系統(tǒng)設(shè)置六個(gè)部分的功能)。最后,運(yùn)用黑盒測(cè)試和白盒測(cè)試的方法,對(duì)系統(tǒng)的功能及性能進(jìn)行檢測(cè),驗(yàn)證了本文研發(fā)的銷售目標(biāo)管理系統(tǒng)的可用性。本文闡述系統(tǒng)服務(wù)于中宏人壽保險(xiǎn)公司營銷團(tuán)隊(duì),目前已經(jīng)通過測(cè)試并正式上線使用,該系統(tǒng)著重于為營銷團(tuán)隊(duì)提供方便快捷準(zhǔn)確的銷售目標(biāo)查詢及管理服務(wù),在正式上線后也一定程度上為銷售團(tuán)隊(duì)提供了幫助并獲得了營銷員普遍的好評(píng)。
[Abstract]:Nowadays, the improvement and change of enterprise operation mode is changing with each passing day, and all these are closely related to the development of information technology and the continuous integration of enterprise and market. This change is more deeply reflected in the insurance industry where sales are the first. How to manage the sales link through the network information system through the advanced target management concept and technology, the use of new Internet and information technology, It has become an inevitable trend of team goal management in the insurance industry to get through the information communication obstacles of team management and grasp the market dynamics more accurately. In this context, the author combined with many years of practical experience in the work and research of insurance companies, in-depth understanding of the software engineering learning content and knowledge, This will be used and realized in the design and development of the sales target management system for China Macro Life. In this paper, we first share the current situation of information development in insurance industry, and expound the related theory of objective management and management information system. Secondly, through the related technology research of the system development, we decide to adopt the BSS structure system, the ASP.NET development tool and the SQLSERVER database. Then through the system use case diagram and ER diagram design, divided into each functional module (including: basic information maintenance, setting target tracking, promotion assessment tracking, competition performance tracking, query guidance and system setting six parts of the function). Finally, the function and performance of the system are tested by using the methods of black box test and white box test, and the availability of the sales target management system developed in this paper is verified. This paper describes that the system serves the marketing team of Zhonghong Life Insurance Company, and has passed the test and is officially used online. The system focuses on providing convenient, fast and accurate sales target query and management services for the marketing team. After the official launch also to a certain extent for the sales team and won the general praise of salesmen.
【學(xué)位授予單位】:大連理工大學(xué)
【學(xué)位級(jí)別】:碩士
【學(xué)位授予年份】:2016
【分類號(hào)】:TP311.52

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