Methods and systems for identifying prospective customers and managing deals

• US 20020161602A1
• Filed: 04/12/2002
• Published: 10/31/2002
• Est. Priority Date: 01/27/2001
• Status: Abandoned Application

• Current Assignee: General Electric Capital Corporation (General Electric Company)
• Original Assignee: General Electric Capital Corporation (General Electric Company)
• Inventors: Cheyns, Jannic Georges, Jonason, Anne Marie, McCarthy, Kevin Michael, Dougherty, Karen Ann
• Application Number:
  US10/123,095
• Publication Number:
  US 20020161602A1
• Time in Patent Office: Days
• US Class Current: 705/1
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 50/188 Electronic negotiation

Abstract

A system including at least one computer configured as a server that contains a database of deal information, business rules, libraries and templates for deals for at least one business entity is provided. The system further includes at least one client system connected to the server through a network. The server is configured to prompt a user to create a deal, including identifying deal team members, notify members of the deal team of tasks to perform and milestones accomplished, receive documents relating to a deal from a client system that are submitted for approval by a user, and transmit the deal documents to a client system for review and approval.

Claims

1. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

notify members of the deal team of tasks to perform and milestones accomplished;

receive documents relating to a deal from a client system that are submitted for approval by a user; and

transmit said deal documents to a client system for review and approval.

2. A system according to claim 1 wherein said server is further configured to provide a user with a document approval summary that displays an approval status of each document submitted for approval for a specific deal.

3. A system according to claim 1 wherein said server is further configured to:

provide a user with a document approval summary that includes at least one of a deal name, a document name, a document version number, a document format type, a type of document, a status, a last modified date, and a request date for each document attached to a deal; and

enable said user to view a document attached to a specific deal.

4. A system according to claim 1 wherein said server is further configured to enable a user to attach a document to a specific deal such that said attached document is submitted for approval.

5. A system according to claim 1 wherein said server is further configured to enable a user to attach a compound document to a specific deal such that said attached compound document may be viewed and approved through said at least one client system.

6. A system according to claim 1 wherein said server is further configured to:

enable a user to select an approver to review a document relating to a specific deal; and

enable a document approver to designate a delegate to review specific documents relating to a specific deal.

7. A system according to claim 1 wherein said server is further configured to notify a specific user as to a status of a document submitted for approval.

8. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

prompt a user to schedule at least one meeting relating to a specific deal; and

notify members of the deal team of the at least one scheduled meeting.

9. A system according to claim 8 wherein said server is further configured to provide a user with a meeting calendar such that the user can schedule at least one of a date, a time, a location, and a chairperson for at least one meeting relating to a specific deal.

10. A system according to claim 8 wherein said server is further configured to provide a user with a meeting calendar and a meeting summary such that said user can view meetings scheduled involving said user by at least one of a meeting date and a deal name.

11. A system according to claim 8 wherein said server is further configured to enable a user to view and print a meeting calendar and a meeting summary that includes at least one of a date, a time, a location, and a chairperson for all meetings scheduled for said user.

12. A system according to claim 8 wherein said server is further configured to prompt a user to manipulate default deal data for scheduling a meeting including manipulating at least one of a meeting start time, a conference room, a chairperson, a call-in-number, and a duration of meeting.

13. A system according to claim 8 wherein said server is further configured to prompt an administrator to manage a sequence of scheduled meetings prior to finalizing a meeting schedule.

14. A system according to claim 8 wherein said server is further configured to prompt a user to:

add new meeting information to a meeting calendar, and

modify existing meeting information in said meeting calendar, said meeting information includes at least one of a type of meeting, a deal name, meeting start time, a conference room, a chairperson, a call-in-number, a duration of meeting, and documents associated with said meeting.

16. A system according to claim 15 wherein said server is further configured to record minutes from each meeting such that a user can search existing meeting minutes by at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name.

17. A system according to claim 15 wherein said server is further configured to search existing meeting minutes, said search comprising:

entering data to be searched for including at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name;

storing said search data; and

displaying search results in response to said search data wherein said search data is stored to facilitate navigation between said search data and said search results.

18. A system according to claim 15 wherein said server is further configured to provide a user with a meeting minutes summary for all meetings for a specific deal that includes transaction information, deal team information, a meeting type, meeting minutes prepared by, meeting minutes reviewed by, a meeting minutes last modified date, meeting attendees, meeting objectives, issues discussed at a meeting, conclusions from meeting, and tasks assigned at a meeting.

19. A system according to claim 15 wherein said server is further configured to prompt a user to:

create minutes for a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting; and

modify existing minutes from a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting.

15. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

prompt a user to create minutes from a meeting relating to a specific deal;

store minutes from each meeting in said database; and

enable a user to search for a specific deal by the meeting minutes stored in said database.

20. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

notify members of the deal team of tasks to perform and milestones accomplished;

receive documents relating to a deal from a client system that are submitted for approval by a user;

transmit documents relating to a specific deal to a client system for approval by a designated user, said documents include a plurality of versions of at least one document; and

enable said user designated to approve documents for a specific deal to select at least two versions of a document to be compared through a comparison function that visually displays differences between said selected document versions for document approval purposes.

21. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members; and

create a deal profile relating to said deal, said deal profile is reconfigurable such that a permissioned user is enabled to select data fields displayed on said deal profile for at least one of a specific deal, a group of deals, a subdivision, a division, a business, and a group of businesses.

22. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

notify members of the deal team of tasks to perform and milestones accomplished; and

generate at least one report relating to said deal.

23. A system according to claim 22 wherein said server is further configured to generate at least one report including at least one of a deal pipeline report, a milestone progress summary report, a deal list report, and a profile export report.

24. A system according to claim 22 wherein said server is further configured to generate at least one report based on report criteria entered by a user, said report criteria may be stored within said database as a default for generating future reports.

26. A system according to claim 25 wherein said server is further configured to include a document management component that maintains and manages imaged documents within the system.

27. A system according to claim 25 wherein said server is further configured to receive imaged documents, index said documents, and store said document on said database such that a user can search for a deal document by entering a search criteria that includes at least one of a term contained within said deal document.

29. A system according to claim 28 wherein said server is further configured to execute proper inserts and updates in response to XML messages including at least one of creating a deal, modifying a deal, creating a user, modifying a user, creating an external company, and modifying an external company.

25. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

notify members of the deal team of tasks to perform and milestones accomplished;

receive documents relating to a deal from a client system;

store said deal documents on said database; and

transmit said deal documents to a client system for review in response to a request by a user.

28. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

receive Extensible Markup Language (XML) messages relating to a deal;

execute proper inserts and updates in response to XML messages; and

provide status back to a calling source application.

30. A method for managing a deal process, said method comprising:

prompting a user to create a business profile;

prompting a user to create a deal, including identifying deal team members;

prompting a user to schedule at least one meeting relating to a specific deal;

recording minutes from each meeting;

notifying members of the deal team of tasks to be performed and milestones; and

submitting for approval documents relating to the deal.

31. A method according to claim 30 further comprising generating at least one report including at least one of a deal pipeline report, a milestone progress summary report, a deal list report, and a profile export report.

32. A method according to claim 31 wherein generating at least one report further comprises generating at least one report based on report criteria entered by a user, the report criteria may be stored as a default for generating future reports.

33. A method according to claim 30 wherein prompting a user to create a deal further comprises prompting a user to create at least one of a deal summary, a deal timeline, a deal menu, a deal workspace, a deal discussions area, a deal library, a deal profile, and a document approval summary.

34. A method according to claim 30 wherein prompting a user to create a deal further comprises prompting a user to create a deal profile that is reconfigurable such that a permissioned user is enabled to select data fields displayed on a deal profile for at least one of a specific deal, a group of deals, a subdivision, a division, a business, and a group of businesses.

35. A method according to claim 30 wherein prompting a user to create a deal further comprises prompting a deal team member to select another user to view and modify information relating to a deal designated as confidential.

36. A method according to claim 30 wherein prompting a user to schedule at least one meeting further comprises providing a user with a meeting calendar such that the user can schedule at least one of a date, a time, a location, and a chairperson for at least one meeting relating to a specific deal.

37. A method according to claim 30 wherein prompting a user to schedule at least one meeting further comprises providing a user with a meeting calendar and a meeting summary such that the user can view meetings scheduled involving the user by at least one of a meeting date and a deal name.

38. A method according to claim 30 wherein prompting a user to schedule at least one meeting further comprises enabling a user to view and print a meeting calendar and a meeting summary that includes at least one of a date, a time, a location, and a chairperson for all meetings scheduled for the user.

39. A method according to claim 30 wherein prompting a user to schedule at least one meeting further comprises prompting a user to manipulate default deal data for scheduling a meeting including manipulating at least one of a meeting start time, a conference room, a chairperson, a call-in-number, and a duration of meeting.

40. A method according to claim 30 wherein prompting a user to schedule at least one meeting further comprises prompting an administrator to manage a sequence of scheduled meetings prior to finalizing a meeting schedule.

41. A method according to claim 30 wherein prompting a user to schedule at least one meeting further comprises:

prompting a user to add new meeting information to a meeting calendar, and

prompting a user to modify existing meeting information in the meeting calendar, meeting information includes at least one of a type of meeting, a deal name, meeting start time, a conference room, a chairperson, a call-in-number, a duration of meeting, and documents associated with a meeting.

42. A method according to claim 30 wherein recording minutes from each meeting further comprises recording minutes from each meeting such that a user can search existing meeting minutes by at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name.

43. A method according to claim 42 wherein searching existing meeting minutes comprises:

entering data to be searched for including at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name;

storing the search data; and

displaying search results in response to the search data wherein the search data is stored to facilitate navigation between the search data and the search results.

44. A method according to claim 30 wherein recording minutes from each meeting further comprises providing a user with a meeting minutes summary for all meetings for a specific deal that includes transaction information, deal team information, a meeting type, meeting minutes prepared by, meeting minutes reviewed by, a meeting minutes last modified date, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at the meeting.

45. A method according to claim 30 wherein recording minutes from each meeting further comprises:

prompting a user to create minutes for a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at the meeting; and

prompting a user to modify existing minutes from a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at the meeting.

46. A method according to claim 30 wherein recording minutes from each meeting further comprises prompting a user to create a task timeline that tracks a status of tasks and subtasks for a deal, the task timeline includes at least one of a specific task, a specific subtask, a milestone, an owner, a customer request date, a current due date, an actual completion date, and a status of the deal.

47. A method according to claim 30 wherein said step of notifying members of a deal team further comprises the step of providing a deal status to deal team members.

48. A method according to claim 30 wherein said step of notifying members of a deal team further comprises the step of prompting a user for feedback.

49. A method according to claim 30 wherein said step of prompting a user to create a deal further comprises the step of prompting a user to create a customer company profile.

50. A method according to claim 30 wherein submitting for approval documents relating to the deal further comprises providing a user with a document approval summary that displays an approval status of each document submitted for approval for a specific deal.

51. A method according to claim 30 wherein submitting for approval documents relating to the deal further comprises:

providing a user with a document approval summary that includes at least one of a deal name, a document name, a document version number, a document format type, a type of document, a status, a last modified date, and a request date for each document attached to a deal; and

enabling the user to view a document attached to a specific deal.

52. A method according to claim 30 wherein submitting for approval documents relating to the deal further comprises:

transmitting documents relating to a specific deal for approval that may include compound documents; and

enabling a user designated to approve documents for a specific deal to view a document that may include compound documents.

53. A method according to claim 30 wherein submitting for approval documents relating to the deal further comprises:

transmitting documents relating to a specific deal for approval, the documents include a plurality of versions of at least one document; and

enabling a user designated to approve documents for a specific deal to select at least two versions of a document to be compared through a comparison function that visually displays differences between the selected document versions for document approval purposes.

54. A method according to claim 30 wherein submitting for approval documents relating to the deal further comprises enabling a user to attach a document to a specific deal such that the attached document is submitted for approval.

55. A method according to claim 30 wherein submitting for approval documents relating to the deal further comprises enabling a user to select an approver to review a document relating to a specific deal.

56. A method according to claim 55 wherein submitting for approval documents relating to the deal further comprises enabling a document approver to designate a delegate to review specific documents relating to a specific deal.

57. A method according to claim 30 wherein submitting for approval documents relating to the deal further comprises notifying a specific user as to a status of a document submitted for approval.

58. A method according to claim 30 further comprising providing a plurality of authority levels for users managing a deal, the authority levels include at least one of a user, a manager, an administrator, and a Superadmin.

60. A system according to claim 59 wherein said server is further configured to display at least one of a deal summary, a deal timeline, a deal menu, a deal workspace, a deal discussions area, a deal library, a deal profile, and a document approval summary.

61. A system according to claim 59 wherein said server is further configured to assign tasks for members of the deal team and reassign tasks already assigned to members of the deal team.

62. A system according to claim 59 wherein said server is further configured to provide deal team members with a deal status.

63. A system according to claim 59 wherein said server is further configured to prompt a deal team member to select another user to view and modify information relating to a deal stored in said database and designated as confidential.

64. A system according to claim 59 wherein said server is further configured to:

provide a user with a meeting calendar such that the user can schedule at least one of a date, a time, a location, and a chairperson for at least one meeting relating to a specific deal; and

provide a user with a meeting calendar and a meeting summary such that said user can view meetings scheduled involving said user by at least one of a meeting date and a deal name.

65. A system according to claim 59 wherein said server is further configured to prompt a user to:

create minutes for a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting; and

modify existing minutes from a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting.

66. A system according to claim 59 wherein said server is further configured to prompt a user to create a task timeline that tracks a status of tasks and subtasks for a deal, said task timeline includes at least one of a specific task, a specific subtask, a milestone, an owner, a customer request date, a current due date, an actual completion date, and a status of the deal.

67. A system according to claim 59 wherein said server is further configured to enable an external user to manage and update tasks and subtasks created by said external user.

68. A system according to claim 59 wherein said server is further configured to facilitate storing multiple documents relating to a deal on said database such that said documents can be retrieved and viewed.

69. A system according to claim 59 wherein said server is further configured to display a document on said client system through a pop-up function that facilitates navigation between viewing a document and viewing document search results.

70. A system according to claim 59 wherein said server is further configured to automatically set a specific milestone at “

completed”

when all tasks within said milestone have been completed.

71. A system according to claim 59 wherein said server is further configured to track changes in deal names over the history of a deal.

72. A system according to claim 59 wherein said server is further configured to scan a document for viruses prior to receiving said document from said client system.

73. A system according to claim 59 wherein said server is further configured to create and recognize a plurality of authority levels for users managing a deal, said authority levels include at least one of a user, a manager, an administrator, and a Superadmin, said Superadmin user enabled to perform at least one of the following functions:

reorganize a structure of a business;

delete divisions, deals, companies, and users from system;

merge divisions and subdivisions within system;

reassign subdivisions to different divisions;

reassign deals to different divisions and subdivisions;

maintain dropdown lists; and

create milestone templates.

74. A system according to claim 59 wherein said server is further configured to utilize at least one template to prompt a user to enter information and to display information relating to at least one of a task, a subtask, and a milestone, said at least one template is reconfigurable.

59. A system comprising:

at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;

at least one client system connected to said server through a network, said server configured to;

prompt a user to create a deal, including identifying deal team members;

prompt a user to schedule at least one meeting relating to a specific deal;

store minutes from each meeting on said database;

notify members of the deal team of tasks to perform and milestones accomplished;

receive documents relating to a deal from a client system that are submitted for approval by a user; and

transmit said deal documents to a client system for approval.

75. An apparatus comprising:

means for a user to create business profiles;

means for scheduling at least one meeting relating to a specific business deal;

means for storing minutes from each meeting; and

means for notifying members of a deal team of tasks to perform and milestones accomplished.

76. An apparatus according to claim 75 further comprising means for receiving documents relating to a deal that are submitted for approval by a user;

and means for transmitting said deal documents to another user for approval.

77. An apparatus according to claim 75 further comprising means for generating at least one report including at least one of a deal pipeline report, a milestone progress summary report, a deal list report, and a profile export report.

78. An apparatus according to claim 75 further comprising means for generating at least one report based on report criteria entered by a user, said report criteria may be stored as a default for generating future reports.

79. An apparatus according to claim 75 further comprising means for creating and storing a deal, including at least one of a deal summary, a deal workgroup, a deal timeline, a deal menu, a deal workspace, a deal discussions area, a deal library, a deal profile, a deal status, and a document approval summary.

80. An apparatus according to claim 75 further comprising means for creating a deal profile that is reconfigurable such that a permissioned user is enabled to select data fields displayed on a deal profile for at least one of a specific deal, a group of deals, a subdivision, a division, a business, and a group of businesses.

81. An apparatus according to claim 75 further comprising means for providing a user with a meeting calendar such that the user can schedule at least one of a date, a time, a location, and a chairperson for at least one meeting relating to a specific deal.

82. An apparatus according to claim 75 further comprising means for prompting a user to:

add new meeting information to a meeting calendar, and

modify existing meeting information in said meeting calendar, meeting information includes at least one of a type of meeting, a deal name, meeting start time, a conference room, a chairperson, a call-in-number, a duration of meeting, and documents associated with said meeting.

83. An apparatus according to claim 75 further comprising means for recording minutes from each meeting such that a user can search existing meeting minutes by at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name.

84. An apparatus according to claim 75 further comprising means for searching existing meeting minutes wherein said search includes:

entering data to be searched for including at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name;

storing said search data; and

displaying search results in response to said search data wherein said search data is stored to facilitate navigation between said search data and said search results.

85. An apparatus according to claim 75 further comprising means for providing a user with a meeting minutes summary for all meetings for a specific deal that includes transaction information, deal team information, a meeting type, meeting minutes prepared by, meeting minutes reviewed by, a meeting minutes last modified date, meeting attendees, meeting objectives, issues discussed at a meeting, conclusions from meeting, and tasks assigned at a meeting.

86. An apparatus according to claim 75 further comprising means for prompting a user to:

create minutes for a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting; and

modify existing minutes from a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting.

87. An apparatus according to claim 75 further comprising means for utilizing at least one template to prompt a user to enter information and to display information relating to at least one of a task, a subtask, and a milestone, said at least one template is reconfigurable.

88. An apparatus according to claim 76 further comprising means for:

providing a user with a document approval summary that includes at least one of a deal name, a document name, a document version number, a document format type, a type of document, a status, a last modified date, and a request date for each document attached to a deal; and

enabling the user to view a document attached to a specific deal.

89. An apparatus according to claim 76 further comprising means for:

transmitting documents relating to a specific deal for approval, said documents include a plurality of versions of at least one document; and

enabling a user designated to approve documents for a specific deal to select at least two versions of a document to be compared through a comparison function that visually displays differences between the selected document versions for document approval purposes.

90. An apparatus according to claim 76 further comprising means for enabling a user to attach a document to a specific deal such that the attached document is submitted for approval.

91. A database comprising:

at least one business profile;

a plurality of templates for creating library folder structures for association with a deal;

a schedule of at least one meeting relating to a deal; and

minutes from each meeting.

92. A database according to claim 91 further comprising at least one document relating to a deal submitted for approval by a user.

93. A database according to claim 91 further comprising at least one report including at least one of a deal pipeline report, a milestone progress summary report, a deal list report, and a profile export report.

94. A database according to claim 91 further comprising at least one report created from report criteria entered by a user, said report criteria may be stored as a default for generating future reports.

95. A database according to claim 91 further comprising a deal profile that is reconfigurable such that a permissioned user is enabled to select data fields displayed on a deal profile for at least one of a specific deal, a group of deals, a subdivision, a division, a business, and a group of businesses.

96. A database according to claim 91 wherein said meeting schedule enables a user to add new meetings to said meeting schedule and modify existing meetings in said meeting schedule, said meeting schedule comprises at least one of a meeting calendar and a meeting summary that includes at least one of a date, a time, a location, and a chairperson for at least one meeting relating to a specific deal.

97. A database according to claim 91 wherein said documents are attached to a specific deal such that said document can be reviewed and approved by a user, said documents may include compound documents.

98. A computer program embodied on a computer readable medium for identifying prospective customers and managing deal information, said program comprising a code segment that receives deal information and then:

prompts a user to create a deal, including identifying deal team members;

prompts a user to schedule at least one meeting relating to a specific deal;

stores minutes from each meeting on a database; and

notifies members of the deal team of tasks to perform and milestones accomplished.

99. A computer program in accordance with claim 98 further comprising a code segment that:

receives documents relating to a deal from a client system that are submitted for approval by a user; and

transmits said deal documents to another user for approval.

100. A computer program in accordance with claim 98 further comprising a code segment that generates at least one report including at least one of a deal pipeline report, a milestone progress summary report, a deal list report, and a profile export report.

101. A computer program in accordance with claim 98 further comprising a code segment that generates at least one report based on report criteria entered by a user, said report criteria may be stored as a default for generating future reports.

102. A computer program in accordance with claim 98 further comprising a code segment that prompts a user to create a deal profile that is reconfigurable such that a permissioned user is enabled to select data fields displayed on a deal profile for at least one of a specific deal, a group of deals, a subdivision, a division, a business, and a group of businesses.

103. A computer program in accordance with claim 98 further comprising a code segment that provides a user with a meeting calendar and a meeting summary such that said user can:

schedule at least one of a date, a time, a location, and a chairperson for at least one meeting relating to a specific deal; and

view meetings scheduled involving said user by at least one of a meeting date and a deal name.

104. A computer program in accordance with claim 98 further comprising a code segment that prompts a user to:

add new meeting information to a meeting calendar, and

modify existing meeting information in said meeting calendar, said meeting information includes at least one of a type of meeting, a deal name, meeting start time, a conference room, a chairperson, a call-in-number, a duration of meeting, and documents associated with said meeting.

105. A computer program in accordance with claim 98 further comprising a code segment that records minutes from each meeting such that a user can search existing meeting minutes by at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name.

106. A computer program in accordance with claim 98 further comprising a code segment that searches existing meeting minutes by:

prompting a user to enter data to be searched for including at least one of a deal name, a company name, a last modified by user, a last modified date, a division, and a reviewer name;

storing said search data; and

displaying search results in response to said search data wherein said search data is stored to facilitate navigation between said search data and said search results.

107. A computer program in accordance with claim 98 further comprising a code segment that prompts a user to:

create minutes for a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting; and

modify existing minutes from a specific meeting including at least one of deal status, division, reviewer name, meeting attendees, meeting objectives, issues discussed at meeting, conclusions from meeting, and tasks assigned at said meeting.

108. A computer program in accordance with claim 98 further comprising a code segment that prompts a user to create a task timeline that tracks a status of tasks and subtasks for a deal, said task timeline includes at least one of a specific task, a specific subtask, a milestone, an owner, a customer request date, a current due date, an actual completion date, and a status of the deal.

109. A computer program in accordance with claim 98 further comprising a code segment that:

provides a user with a document approval summary that includes at least one of a deal name, a document name, a document version number, a document format type, a type of document, a status, a last modified date, and a request date for each document attached to a deal; and

enables said user to view a document attached to a specific deal.

110. A computer program in accordance with claim 99 further comprising a code segment that enables a user to attach a document to a specific deal such that said attached document is submitted for approval, said attached document may include compound documents.

111. A computer program in accordance with claim 99 further comprising a code segment that:

transmits documents relating to a specific deal for approval, said documents include a plurality of versions of at least one document; and

enables a user designated to approve documents for a specific deal to select at least two versions of a document to be compared through a comparison function that visually displays differences between said selected document versions for document approval purposes.

112. A computer program in accordance with claim 99 further comprising a code segment that notifies a specific user as to a status of a document submitted for approval.