Smart scheduling and reporting for teams

• US 10,367,649 B2
• Filed: 11/13/2013
• Issued: 07/30/2019
• Est. Priority Date: 11/13/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Donneau-Golencer, Thierry, Singh, Rajan
• Primary Examiner(s): Trapanese, William C
• Application Number:
  US14/079,496
• Publication Number:
  US 20150135095A1
• Time in Patent Office: 2,085 Days
• Field of Search: None
• CPC Class Codes: H04L 12/1818 Conference organisation arrangements, e.g. handling schedules, setting up parameters needed by nodes to attend a conference, booking network resources, notifying involved parties

Abstract

The present disclosure extends to methods, systems, and computer program products for providing collaboration among users within a group and to provide improved scheduling and reports based on group characteristics.

Claims

1. An apparatus, comprising:

a processor; and

a memory device coupled to the processor, the memory device having instructions stored thereon for operating a calendar application, the instructions, in response to execution by the processor, performing operations comprising;

defining a collaboration group within the calendar application, the collaboration group including a plurality of users engaged on a same project;

identifying information based on interactions by the users with the calendaring application about the project, wherein the information includes metadata about the events and additional data, the metadata including quantity of events, types of events, users involved in events, positions of users involved in events, companies of users involved in events, or locations of events, the additional data including content of messages communicated regarding the events, documents associated with the events, or notes associated with the events;

determining a context based on the collected information and using a plural-ML-model (machine learning) based system;

deriving, based on the context, a visualization to inform one or more of the users on a performance of the collaboration group with respect to the project;

comparing the performance of the collaboration group with respect to the project to a performance of a different collaboration group having a different plurality of users, wherein deriving, based on the context, a visualization to inform one or more of the users on a performance of the collaboration group with respect to the project further comprises deriving the visualization based on the comparing; and

presenting the visualization to at least one user of the plurality of users.

2. The apparatus of claim 1, wherein the context is based on availability information shared by each user of the plurality of users.

3. The apparatus of claim 1, wherein the context is based on previous availability of each user of the plurality of users during a time period.

4. The apparatus of claim 1, wherein the context is based on expected geographic locations of each user of the plurality of users.

5. The apparatus of claim 1, wherein the operations further comprise:

determining an agenda based on the context; and

scheduling a follow-up event based on the agenda.

6. A method of operating a collaboration platform using a calendar application, the method comprising:

defining a collaboration group within the calendar application, the collaboration group including a plurality of users engaged on a same project;

identifying information based on interactions by the users with the calendaring application about the project, wherein the information includes metadata about the events and additional data, the metadata including quantity of events, types of events, users involved in events, positions of users involved in events, companies of users involved in events, or locations of events, the additional data including content of messages communicated regarding the events, documents associated with the events, or notes associated with the events;

determining a context based on the collected information and using a plural-ML-model (machine learning) based system;

deriving, based on the context, a visualization to inform one or more of the users on a performance of the collaboration group with respect to the project;

comparing the performance of the collaboration group with respect to the project to a performance of a different collaboration group having a different plurality of users, wherein deriving, based on the context, a visualization to inform one or more of the users on a performance of the collaboration group with respect to the project further comprises deriving the visualization based on the comparing; and

presenting the visualization to at least one user of the plurality of users.

7. The method of claim 6, wherein the context is based on individual user activities.

8. The method of claim 6, wherein the context is based on group activities.

9. The method of claim 6, further comprising generating group performance recommendations based on the performance of the collaboration group with respect to the project.

10. The method of claim 9, wherein the group performance recommendations includes at least one of performance with specific clients, a quantity of events conducted, quantities of events at different levels of an organizations, and a quantity of new contacts generated.

11. The method of claim 6, further comprising:

generating recommendations based on the comparing.

12. The method of claim 11, wherein the different plurality of users includes users within a same organization as users of the plurality of users.

13. The method of claim 6, further comprising generating an individual user performance recommendation for one of the users based on the context.

14. An apparatus, comprising:

a processor; and

a memory device coupled to the processor, the memory device having instructions stored thereon for operating a calendar application, the instructions, in response to execution by the processor, performing operations comprising;

defining a collaboration group within the calendar application, the collaboration group including a plurality of users engaged on a same project;

identifying information based on interactions by the users with the calendaring application about the project, wherein the information includes metadata about the events and additional data, the metadata including quantity of events, types of events, users involved in events, positions of users involved in events, companies of users involved in events, or locations of events, the additional data including content of messages communicated regarding the events, documents associated with the events, or notes associated with the events;

determining a context based on the collected information and using a plural-ML-based (machine learning) model based system;

deriving, based on the context, a report to inform one or more of the users on a performance of the collaboration group with respect to the project;

comparing the performance of the collaboration group with respect to the project to a performance of a different collaboration group having a different plurality of users;

wherein deriving, based on the context, a report to inform one or more of the users on a performance of the collaboration group with respect to the project further comprises deriving the report based on the comparing; and

providing access to the report to at least one user of the plurality of users.

15. The apparatus of claim 14, wherein the context is based on individual user activities.

16. The apparatus of claim 14, wherein the context is based on group activities.

17. The apparatus of claim 14, wherein the operations further comprise:

generating recommendations based on the comparing.

18. The apparatus of claim 14, wherein the operations further comprise generating an individual user performance recommendation for one of the users based on the context.