Services integration

• US 20040249658A1
• Filed: 01/30/2004
• Published: 12/09/2004
• Est. Priority Date: 03/14/2003
• Status: Abandoned Application

• Current Assignee: SAP AG (SAP SE)
• Original Assignee: SAP AG (SAP SE)
• Inventors: Moore, Dennis B., Wood, Eric, Kol, Nir, Schwerin-Wenzel, Sven
• Application Number:
  US10/768,967
• Publication Number:
  US 20040249658A1
• Time in Patent Office: Days
• US Class Current: 705/1
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

Systems and techniques relating to software for enterprise change, in particular to merger and acquisition processes and tools for one or more organizations. A method for managing a corporate restructuring of at least two organizations includes presenting a user interface including information relating to consolidating customer accounts for at least one of the restructuring organizations, and presenting a template in the user interface, the template including a rollout template menu, a pull down window, a list of action items, and a status relating to each action item in the list.

Claims

1. A method for managing a corporate restructuring of at least two organizations, the method comprising:

presenting a user interface including information relating to consolidating customer accounts for at least one of the restructuring organizations; and

presenting a template in the user interface, the template including a rollout template menu, a pull down window, a list of action items, and a status relating to each action item in the list.

2. The method of claim 1 wherein the list of action items comprises at least one of an account executive assignment notification, an account executive personalized communication, a customer communication, a cross selling opportunity, and a retention plan, an action including a transmission of an email.

3. A method comprising:

providing a single logical physically distributed information system across one or more information systems of at least two enterprises being combined; and

providing a user interface to allow a user to access the single logical physically distributed information system to execute one or more pre-merger activities, merger activities, and post-merger activities, the merger activities including customer-related integration and resources, the post-merger activities including a post-merger assessment and a measurement of one or more achieved merger synergies.

4. The method of claim 3, wherein the merger activities further comprise:

providing customer-related communications; and

managing and planning customer support activities, the customer support activities including addressing one or more customer issues and concerns.

5. The method of claim 3, wherein the user interfaces are adapted to a role of the user and a phase of the merger, the user role including an executive of one or more customer accounts, a security of the user interface related to the phase of the merger and a role of the user.

6. A method comprising:

facilitating consolidation of customer-related information for a first organization being merged with a second organization, the customer-related information including customer accounts, the consolidation including matching one or more customer accounts of the organizations; and

facilitating consolidation of customer-related assignments of at least one of the organizations.

7. The method of claim 6 further comprising:

providing an exception list for non-matched customer accounts; and

tracking a status of customer-related engagements.

8. A system for managing a merger of at least two organizations, wherein the system comprises a software process and user interface adapted to assist customer satisfaction during a merger period, the software process being stored in a medium.

9. The system of claim 8 further comprising:

a first tool adapted to retain one or more customers;

a second tool adapted to provide collaborative customer retention planning; and

a third tool to provide targeted and personalized electronic mailing to customers of at least one of the organization.

10. The system of claim 9, wherein the second tool is adapted to provide a unified and aligned presentation of customer accounts from one or more merger customer support centers of at least one of the organizations, the presentation including customer records.

11. A system for implementing a merger of at least two organizations, the system including a software product adapted to facilitate sales-related activities of the organizations, the software product including a user interface, wherein the sales-related activities include at least one of sales consolidation, cross selling activities, and customer retention of the organizations.

12. The system of claim 11, wherein the user interface presents at least one of a synergy, an expected impact, a realized impact, and a progress of the expected impact, the user interface presents the progress in a graph and at least one of an owner of the synergy, an electronic mailing link, and one or more initiatives related to the synergy.

13. The system of claim 11, wherein the user interface presents information for one or more user-identified cross selling opportunities, the information including a number of matched customer accounts, a status, and a potential value, the potential value associated with an external object.

14. The system of claim 11, wherein the user interface comprises:

a first panel adapted to address customer-related issues;

a second panel adapted to address sales-related initiatives, the second panel including at least one of an approval button, a rejection button, a checklist of initiatives, a number of impacted customers, a financial impact, an initiative owner, and an initiative priority level;

a third panel adapted to facilitate customer retention, the third panel including a measure of customer retention, one or more retention rates, and a movement of the one or more rates;

a fourth panel adapted to facilitate customer retention, the fourth panel including at least one of a customer satisfaction rate, a customer survey, and a movement of the rate, wherein the customer survey comprises one or more external objects; and

a fifth panel adapted to facilitate a search of merger information and to facilitate contacting one or more merger members.

15. A system for managing a merger of at least two organizations, the system comprising a graphical user interface adapted to allow a user to consolidate customer accounts for at least one of the organizations, the graphical user interface further adapted to match customer accounts from at least two merger organizations.

16. The system of claim 15, wherein the graphical user interface comprises a sorted list of customer accounts, a customer account value, a numerical representation of account ranking, information for at least one customer service personnel from each merger organization, information for a customer service personnel assignment relating to at least one account, the customer service personnel assignment including a cooperative assignment.

17. The system of claim 15, wherein the graphical user interface further comprises information relating non-matched accounts and a clean room tool adapted for at least one stakeholder, the information relating to non-matched accounts including a second list of customer accounts.

18. A method for managing a merger of at least two organizations comprising:

presenting a user interface including information relating to consolidating accounts for at least one of the merger organizations, the user interface including a pull down window, a text box a trigger date, and a response date; and

presenting a template in the user interface, the template including a notification template menu, a list of action items, and an owner relating to each action item in the list.

19. The method of claim 18, wherein the list of action items comprises at least one of an account executive assignment notification, an account executive personalized communication, a customer communication, a cross selling opportunity, and a retention plan, an action item includes transmission of an email.

20. The method of claim 18 further comprising facilitating exception handling for at least one of the action items.

21. The method of claim 18, wherein the user interface further presents at least one of a list and a graph, the graph presents a time period for each listed action.

22. A system for managing a merger of at least two organizations comprising a services unification module, the services unification module including one or more user roles, the user roles including at least one of customers, services taskforce members, service representatives, and integration project managers.

23. The system of claim 22, wherein the services unification module comprises one or more inputs, the inputs comprising:

a list of customer accounts;

a list of products sold to one or more customers;

a list of customer-related services;

a list of customer-related personnel; and

a list of service providers.

24. The system of claim 22, wherein the services unification module further comprises one or more outputs, the outputs comprising:

an account services consolidation plan;

a merged account repository;

a customer communication;

a tracking statistic; and

a customer-satisfaction statistic.