Web-based collaborative project and process management solution

• US 20030061330A1
• Filed: 09/28/2001
• Published: 03/27/2003
• Est. Priority Date: 09/29/2000
• Status: Abandoned Application

• Current Assignee: Rock-Tenn Shared Services, LLC (WestRock Company)
• Original Assignee: Rock-Tenn Converting Company Incorporated (WestRock Company)
• Inventors: Wheadon, Richard A., Miedona, Michael J., Peters, James K., Shutzberg, Larry S., Wheaton, William L., Shue, Allison B., Grissom, James W., Frisco, Lynn A., Shue, Jeffrey Joseph, Henry, Matthew B., McDonnell, James P., Black, Alec
• Application Number:
  US09/966,710
• Publication Number:
  US 20030061330A1
• Time in Patent Office: Days
• US Class Current: 709/223
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: H04L 51/224 providing notification on incoming messages, e.g. pushed notifications of received messages

Abstract

The present invention provides a project and process management tool for managing projects requiring collaboration among multiple parties. The present invention allows each participating organization to define their own process for managing projects, including the nomenclature they wish to use and the project attributes they wish to track. The system provides merging and cross referencing of process and project attributes with each participating organization. This feature allows participating organizations to view similar activities across various projects, providing effective process management. The system provides web-based notification functionalities, including email, and security measures which are critical to such large projects. Other features of the project management tool include searching of the system database and the ability to manage project activities outsourced to third parties.

Claims

1. A system for managing a collaborative project involving a plurality of organizations, comprising:

a. at least one template for customized use by each of the organizations in defining activities related to the project;

i. the template adapted to receive a list of activities related to the project from each organization;

b. a database adapted to receive and store each organization'"'"'s list of activities in organization specific nomenclature;

c. tracking functionality adapted to track the progress of the activities;

d. merging functionality adapted to cross reference related activities between the organizations using the organization specific nomenclature allowing the organizations to share information regarding project activities; and

e. presentation/interaction functionality adapted to permit each organization to view and access shared information related to project activities in each organization'"'"'s specific nomenclature.

2. The system as set forth in claim 1 wherein the system is adapted to allow each of the organizations to manage a plurality of projects.

3. The system as set forth in claim 1 wherein the system is adapted to allow the organizations to select a pre-existing template for a new project.

4. The system as set forth in claim 1 wherein the presentation/interaction functionality is adapted to permit the organizations to input target completion dates for the activities.

5. The system as set forth in claim 4 further comprising processing functionality adapted to calculate the target completion dates for the activities.

6. The system as set forth in claim 2 wherein the presentation/interaction functionality is adapted to allow each organization to input a list of users, each user on the list of users capable of accessing the database for the project.

7. The system as set forth in claim 6 further comprising a notification functionality adapted to send email messages to each of the users.

8. The system as set forth in claim 7 wherein the processing functionality is adapted to cooperate with the notification functionality to combine the messages into a newsletter for sending to the users.

9. The system as set forth in claim 7 wherein the notification functionality is adapted to allow each user to send email messages to any other user.

10. The system as set forth in claim 1 wherein the presentation/interaction functionality is adapted to allow each organization to input business rules related to the project.

11. The system as set forth in claim 10 wherein the business rules comprise security information, notification rules, standard forms, and default values.

12. The system as set forth in claim 6 further comprising a security functionality adapted to allow organizations to deny at least one user access to information related to at least one activity.

13. The system as set forth in claim 12 wherein the system is adapted for use by third parties to assist the organizations in completing activities.

14. The system as set forth in claim 13 wherein the database is adapted to receive and store a third party list of activities.

15. The system as set forth in claim 7 wherein the processing functionality is adapted to cooperate with the notification functionality and the merging functionality to provide reporting to each organization of project information in each organization'"'"'s specific nomenclature.

16. The system as set forth in claim 7 wherein the processing functionality is adapted to cooperate with the notification functionality and the merging functionality to provide visibility and accessibility to each organization of related activities in a plurality of projects.

17. A system for managing a collaborative project involving a plurality of organizations, comprising:

a. a template for customized use by each of the organizations in defining activities related to the project;

i. the template adapted to receive a list of activities related to the project from each organization;

b. a database adapted to receive and store each organization'"'"'s list of activities in organization specific nomenclature;

c. tracking means for tracking the progress of the activities;

d. merging means for cross referencing related activities between the organizations using the organization specific nomenclature allowing the organizations to share information regarding project activities; and

e. presentation/interaction means for permitting each organization to view and access shared information related to the project activities in each organization'"'"'s specific nomenclature.

18. The system as set forth in claim 17 wherein the system allows each organizations to manage a plurality of projects.

19. The system as set forth in claim 17 wherein the system allows the organizations to select a pre-existing template for a new project.

20. The system as set forth in claim 17 wherein the presentation/interaction means permits the organizations to input target completion dates for the activities.

21. The system as set forth in claim 20 further comprising processing means for calculating the target completion dates for the activities.

22. The system as set forth in claim 18 wherein the presentation/interaction means allows each organization to input a list of users, each user on the list of users capable of accessing the database for the project.

23. The system as set forth in claim 22 further comprising a notification means for sending email messages to each of the users.

24. The system as set forth in claim 23 wherein the processing means cooperates with the notification means to combine the messages into a newsletter for sending to the users.

25. The system as set forth in claim 23 wherein the notification means allows each user to send email messages to any other user.

26. The system as set forth in claim 17 wherein the presentation/interaction means allows each organization to input business rules related to the project.

27. The system as set forth in claim 26 wherein the business rules comprise security information, notification rules, standard forms, and default values.

28. The system as set forth in claim 22 further comprising a security means for allowing organizations to determine which users are granted access to information related to the activities.

29. The system as set forth in claim 28 wherein the system is adapted for use by third parties to assist the organizations in completing activities.

30. The system s set forth in claim 29 wherein the database is adapted to receive a third party list of activities.

31. The system as set forth in claim 23, wherein the processing means is adapted to cooperate with the notification means and the merging means to provide reporting to each organization of project information in each organization'"'"'s specific nomenclature.

32. The system as set forth in claim 23, wherein the processing means is adapted to cooperate with the notification means and the merging means to provide visibility and accessibility to each organization of related activities in a plurality of projects.

33. A system for managing collaborative projects involving a plurality of organizations, comprising:

a. a template for customized use by each of the organizations in defining activities related to a project;

i. the template adapted to receive a list of activities related to the project from each organization;

b. a database adapted to receive and store each organization'"'"'s list of activities in organization specific nomenclature;

c. tracking functionality adapted to track the progress of the activities;

d. merging functionality adapted to cross reference related activities between the organizations using the organization specific nomenclature allowing the organizations to share information regarding project activities;

e. presentation/interaction functionality adapted to permit each organization to view and access shared information related to project activities in each organization'"'"'s specific nomenclature; and

f. processing functionality adapted to calculate target completion dates for the activities.

34. The system as set forth in claim 33 wherein the presentation/interaction functionality is adapted to cooperate with the processing functionality to allow input of the target completion date for at least one activity and calculation of the target completion dates for the remaining activities.

35. The system as set forth in claim 33 wherein the system is adapted to allow each of the organizations to access a plurality of templates to initiate and manage a plurality of projects.

36. The system as set forth in claim 33 wherein the system is adapted to allow the organizations to select a pre-existing template for a new project.

37. The system as set forth in claim 34 wherein the presentation/interaction functionality is adapted to allow each organization to input a list of users, each user on the list of users capable of accessing the database for the project.

38. The system as set forth in claim 37 further comprising a notification functionality adapted to send email messages to each of the users.

39. The system as set forth in claim 38 wherein the processing functionality is adapted to cooperate with the notification functionality to combine individual messages into a newsletter prior to sending to the users.

40. The system as set forth in claim 38 wherein the notification functionality is adapted to allow each user to send email messages to other users.

41. The system as set forth in claim 33 wherein the presentation/interaction functionality is adapted to allow each organization to input business rules related to the project, the business rules stored in the database.

42. The system as set forth in claim 41 wherein the business rules comprise security information.

43. The system as set forth in claim 41 wherein the business rules comprise notification rules.

44. The system as set forth in claim 41 wherein the business rules comprise standard forms.

45. The system as set forth in claim 41 wherein the business rules comprise default values.

46. The system as set forth in claim 37 further comprising a security functionality adapted to allow organizations to deny user access to information related to the activities.

47. The system as set forth in claim 46 wherein the system is adapted for use by third parties to assist the organizations in completing activities.

48. The system as set forth in claim 47 wherein the database is adapted to receive and store a third party list of activities.

49. The system as set forth in claim 37 further comprising searching functionality adapted to allow users to enter a search query in order to access information stored within the system.

50. The system as set forth in claim 49 wherein the searching functionality allows users to search documents stored in the database.

51. The system as set forth in claim 38 wherein the processing functionality is adapted to cooperate with the notification functionality and the merging functionality to provide reporting to each organization of project information in each organization'"'"'s specific nomenclature.

52. The system as set forth in claim 38 wherein the processing functionality is adapted to cooperate with the notification functionality and the merging functionality to provide visibility and accessibility to each organization of related activities in a plurality of projects.

53. An automated method of managing a collaborative project involving a plurality of organizations, comprising:

a. providing a template for customized use by each of the organizations in defining activities related to the project;

i. the template adapted to receive a list of activities related to the project from each organization;

b. providing a database for receiving and storing each organization'"'"'s list of activities in organization specific nomenclature;

c. tracking the progress of the activities;

d. cross referencing related activities between the organizations using the organization specific nomenclature allowing the organizations to share information regarding project activities; and

e. permitting each organization to view and access shared information related to project activities in each organization'"'"'s specific nomenclature.

54. The method as set forth in claim 53 wherein the step of providing a template comprises allowing organizations to select a pre-existing template for a new project.

55. The method as set forth in claim 53 further comprising permitting the organizations to input target completion dates for the activities.

56. The method as set forth in claim 55 further comprising calculating the target completion dates for the activities.

57. The method as set forth in claim 53 further comprising allowing each organization to input a list of users for storage in the database, each user on the list of users capable of accessing the database of the project.

58. The method as set forth in claim 57 further comprising notifying users using email messages.

59. The method as set forth in claim 58 further comprising combining the email messages into a newsletter for sending to the users.

60. The method as set forth in claim 58 further comprising allowing each user to send email messages to any other user.

61. The method as set forth in claim 53 further comprising each organization inputting business rules related to the project, the business rules stored in the database.

62. The method as set forth in claim 53 further comprising searching the database for information related to the project.

63. The method as set forth in claim 53 further comprising allowing each organization to manage a plurality of projects.

64. The method as set forth in claim 63 further comprising allowing each organization to view and access information relating to activities in a plurality of projects, the information provided in organization specific nomenclature.