西部证券经纪人营销服务管理系统的设计与实现

发布时间：2018-05-14 16:43

本文选题：营销服务管理 + 客户管理　；参考：《山东大学》2015年硕士论文

【摘要】：我国近几年信息技术以及逐渐在各行业的管理型工作中展现出惊人的效果,各项工作都实现了信息化发展和信息化管理。与信息化企业相比,其他传统方式的工作已无法相比较,更无法超越。所以如果要紧跟时代的步伐,西部证券公司与其他行业其他公司实现公平的竞争,就要实现信息化的发展。为了提高西部证券公司经纪人营销服务管理工作的效率,有效增加客户量,对公司内部的各项数据进行统一的信息化的管理,需要针对西部证券公司结合其公司制度和工作实际情况开发一个全新的功能齐全的西部证券经纪人营销服务管理系统。西部证券经纪人营销服务管理系统决定采用B/S模式,以客户端和服务器端的方式进行开发。底层开发用Java高级程序语言进行代码的编写,并采用与Java语言对应的SSH框架进行系统技术的设计,结合MVC架构利用视图-模型-控制器对系统进行良好的技术设计。在视图中获取用户的需求提交给模型,简单处理数据请求之后由控制器进行主要的核心操作,利用Struts2框架、Hibernate框架、Spring框架实现系统与数据库的数据信息的传递与处理。Struts2通过文件映射关系将核心功能与操作界面灵活结合起来,通过逻辑调用实现页面的转换。系统实现了客户管理、工作管理、市场调查、团队管理和系统管理五项功能。客户管理功能主要包括了管理客户信息、管理客户服务记录、管理客户群三项功能。管理客户信息包括的操作有增加客户、修改客户信息、删除客户、预约客户开户和管理评价信息等工作管理功能分为会议管理、物品登记和物品领用等三项基本功能。市场调查功能包括调查竞争对手、调查商业区、调查住宅区、调查合作渠道,对于每一项调查对象均有相应的增加信息、修改信息、删除信息和归档操作。团队管理主要是进行渠道网点管理功能。系统的管理员进行的系统管理功能主要包括用户管理和权限分配两项基本功能。西部证券经纪人营销服务管理系统通过流程化的操作和信息化管理能够有效提高工作人员的工作效率,提高操作的准确率,降低时间和人力成本,改善数据处理低效的状态。
[Abstract]:In recent years, China's information technology and gradually in the various industries of the management of the work showed amazing results, all the work has realized the development of information technology and information management. Compared with information enterprises, other traditional ways of work can not be compared, but can not exceed. Therefore, if we want to keep pace with the times, western securities companies and other companies in other industries to achieve fair competition, we must achieve the development of information technology. In order to improve the efficiency of the marketing service management of the brokers of the Western Securities Company and effectively increase the number of customers, the information management of the internal data of the company is unified. It is necessary to develop a new and full-featured western securities broker marketing service management system according to the company system and the actual working conditions of the western securities company. The western securities broker marketing service management system has decided to adopt B / S mode and develop in the way of client and server. The bottom development uses Java high-level program language to write the code, and adopts the SSH frame corresponding to the Java language to design the system technology. Combined with the MVC framework, the system is well designed using view-model-controller. Get the user's requirements in the view and submit them to the model. After simply processing the data request, the controller performs the main core operation. Using Struts2 framework and hibernate framework, the transfer and processing of data information between system and database are realized. The core function and operation interface are flexibly combined by file mapping relationship, and the page conversion is realized by logical call. The system realizes five functions: customer management, job management, market research, team management and system management. Customer management includes three functions: managing customer information, managing customer service record and managing customer group. The operation of managing customer information includes three basic functions: increasing customer, modifying customer information, deleting customer, booking customer account and managing evaluation information, which are divided into three basic functions: meeting management, item registration and article receiving. The function of market investigation includes investigating competitors, investigating business district, investigating residential area, investigating cooperative channel, adding information, modifying information, deleting information and filing operation for each object of investigation. Team management is mainly for channel network management function. The system management function of system administrator mainly includes two basic functions: user management and privilege allocation. The western securities broker marketing service management system can effectively improve the working efficiency of the staff, improve the accuracy of operation, reduce the time and labor cost, and improve the inefficient state of data processing through the flow of operation and information management.
【学位授予单位】：山东大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：TP311.52

【引证文献】