Online real-time corporate business planning system and method
First Claim
1. An online corporate business planning method used in a network transmission environment, which includes the steps of:
- generating a series of web page tables whose contents include a plurality of finance-related questions and corresponding input fields;
computing forecast financial data according to the entered data in the input fields and predetermined formulae;
obtaining analysis opinions corresponding to the forecast financial data and the data in the input fields according to a system database; and
generating a plan report in web page format, the plan report including at least the analysis opinions.
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Abstract
The online corporate business planning and financial report forecast system and method of the invention are implemented in a network transmission environment. By building a professional online consulting website and allowing real-time interactions with users through the network, the system lets user enter financial data, prospects, and goals of the corporation for the next few years according to questions on the website to obtain online real-time corporate business plans and forecast financial reports. The invention further includes a business planning system server and a business planning system database so that the plans and reports thus obtained can be compared with other companies within the same industry. From the comparison, corporate financial distributions can be modified and optimized. The invention also ensures efficiency and privacy in obtaining corporate business plans and forecast financial reports.
34 Citations
16 Claims
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1. An online corporate business planning method used in a network transmission environment, which includes the steps of:
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generating a series of web page tables whose contents include a plurality of finance-related questions and corresponding input fields;
computing forecast financial data according to the entered data in the input fields and predetermined formulae;
obtaining analysis opinions corresponding to the forecast financial data and the data in the input fields according to a system database; and
generating a plan report in web page format, the plan report including at least the analysis opinions. - View Dependent Claims (2, 3, 4, 5, 6)
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7. An online corporate business planning system providing a series of Q&
- A web page tables to a terminal computer through a network transmission environment, the system comprising;
a system database, which stores financial reference data and corresponding analysis opinions; and
a planning server, which provides a plurality of finance-related questions and corresponding input fields on the web page tables and responds to a forecast procedure request from the terminal computer;
wherein the forecast procedure includes the steps of;
computing the forecast financial data according to the data in the input fields;
obtaining the analysis opinions according to the financial reference data in the system database and the data in the input fields;
providing the plan report in web page format on the terminal computer, the plan report including at least the analysis opinions. - View Dependent Claims (8, 9, 10, 11)
- A web page tables to a terminal computer through a network transmission environment, the system comprising;
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12. An online corporate business planning method used in a network transmission environment for a user to enter data according to a series of finance-related questions in web page tables and to send out a forecast request message, the method comprising the steps of:
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computing forecast financial data according to the data entered in the input fields and predetermined financial formulae;
obtaining analysis opinions corresponding to the forecast financial data and the entered data in the input fields according to a system database; and
generating a plan report in web page format, the plan reporting including at least the analysis opinions. - View Dependent Claims (13, 14, 15, 16)
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Specification