Five table system establishment and improvement

1. Establishment of five tables

Shanghai Zhengcun has the most mature training program, so that every employee is gradually accustomed to using the seven-step method to deal with any problem.

As can be seen from the figure above, the foundation of the implementation of the seven-step method is data. In terms of data, Shanghai Zhengcun has spent a lot of time and energy. After a long period of time, the concept of five tables (worksheet, record table, statistical table, analysis table and ledger) has been developed according to different intentions of each data set, and then the five tables have been thoroughly integrated into the two systems of Zhengcun (namely Zhengcun system and quality system) for effective control.

1.1 Records

The timely, accurate and clear record is recorded by PDA and other auxiliary methods in the field of real-time paperless record, to avoid the identification problems caused by irregular handwriting and inefficient data collection; Integrity is reflected in the template designed by the staff's understanding of the business.

1.2 Statistics

The demand personnel design statistical table template according to their own statistical requirements, and after the approval and adoption by the person in charge of the statistics table, the data manager then establishes a statistical table according to the analysis data logic of the template, which is convenient for the demand personnel to directly consult (take production control as an example).

1.3 Analysis

On the basis of statistical tables, it is extended to analytical tables. Compared with the statistical table, the purpose of the analysis table is very strong, can point to the key, see the anomaly, find out the real cause. Only after the follow-up can the right medicine, the countermeasure landing. (Take financial management as an example)

The above three tables have basically covered the business process at the company level, and the remaining two tables (worksheets and ledgers) are mainly to help improve the office efficiency of employees.

1.4 Worksheets

It is a schedule based form, for example, monthly forecast, annual budget, inspection plan, and uncleared transactions. Advance planning can often eliminate a lot of fragmented or passive tedious and repetitive work.

Take the unresolved affairs as an example, let employees habituate to register the work content that has the significance of continuous improvement outside their daily work, so as to facilitate self-examination and self-correction and prevent omissions.

1.5 Books

A form for quickly looking up and retrieving basic information.

2 Five tables of soundness

Over time, the more comprehensive the business identification, the more five tables there will be. The improvement of the five forms is urgent, otherwise it will cause mismanagement.

2.1 Division of labor

The heads of the two systems are each responsible for their own system of three tables (records, worksheets and ledgers); The financial manager is responsible for the two tables of the two systems (statistical tables and analysis tables), and controls the KPI report as the general direction.

2.2 Audit

The person in charge of the two systems shall first formulate the internal audit plan according to the process list, and arrange the financial manager to sort out and identify the five lists and their corresponding authorization list during the implementation of the internal audit. The purpose is to identify and sort out the adequacy, suitability and conformity of the process, so as to make up for the deficiency.

2.3 Implementation and control

5 lists and corresponding file templates are convenient for data managers to systemize (ERP/OA); The authorization list enables data administrators to configure user permissions (shared disks) to ensure file security.

2.4 Frequency

Cover once a year according to the audit plan to ensure the integrity of the five forms.