Capacity planning method and system with approved accuracy and confidence indication

• US 20050021384A1
• Filed: 06/21/2004
• Published: 01/27/2005
• Est. Priority Date: 12/02/2002
• Status: Abandoned Application

• Current Assignee: Pershing Investments, LLC (Bank of New York Mellon Corporation)
• Original Assignee: Pershing Investments, LLC (Bank of New York Mellon Corporation)
• Inventors: Sharma, Pankaj, Pantaleo, Bridget, Franzone, Faye Abad, Piscina, Edward, Sampath, Veeraraghavan, Fischer, Summer, Gregorio, Gerald L.
• Application Number:
  US10/870,922
• Publication Number:
  US 20050021384A1
• Time in Patent Office: Days
• US Class Current: 705/9
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A capacity planning method and system that dynamically determine staff capacity based on staff availability, work schedule, and holdover information, also provides a confidence indication to assist determination of report accuracy. The system calculates a workload of a task, and the amount of time or the number of staff needed to perform the tasks. A capacity report is generated based on the workload and staff availability. The task includes data obtained or generated from different sources and/or various methods. Respective trustworthiness scores associated with the data obtained or generated from different sources and/or methods are obtained to calculate an index of confidence indicating the reliability of information included in the capacity report.

Claims

1. A capacity planning method comprising the steps of:

receiving data related to a task;

accessing a trustworthiness score associated with the data;

calculating a workload of the task based on the data;

calculating a confidence index of the task based on the trustworthiness score; and

generating a capacity report based on the workload and the confidence index of the task.

2. The method of claim 1 further comprising the steps of:

accessing staff information; and

determining staff availability based on the staff information;

wherein the capacity report is generated based on the workload and the staff availability.

3. The method of claim 1, wherein the trustworthiness score associated with the data is determined based on a data source or a method that generates the data.

4. A data processing system for capacity planning comprising:

a processor for processing data;

a data storage device coupled to the processor;

the data storage device bearing instructions to cause the data processing system to perform the steps of;

receiving data related to a task;

accessing a trustworthiness score associated with the data related to the task;

calculating a workload for the task based on the data related to the task;

calculating a confidence index based on the trustworthiness score; and

generating a capacity report based on the workload and the confidence index of the task.

5. The system of claim 4, wherein the data storage device further stores instructions that, when executed by the data processor, control the data processing system to perform the further steps of:

accessing staff information; and

determining staff availability based on the staff information;

wherein the capacity report is generated based on the workload and the staff availability.

6. The system of claim 4, wherein the trustworthiness score associated with the data related to the task is determined based on a data source or a method that generates the data related to the task.

7. A program comprising instructions, which may be embodied in a machine-readable medium, for controlling a data processing system to perform capacity planning, the instructions upon execution by the data processing system causing the data processing system to perform the steps comprising:

receiving data related to a task;

accessing a trustworthiness score associated with the data related to the task;

calculating a workload of the task based on the data related to the task;

calculating a confidence index based on the trustworthiness score; and

generating a capacity report based on the workload and the confidence index of the task.

8. The program of claim 7 further includes instructions that, when executed by the data processing system, control the data processing system to perform the further steps of:

accessing staff information; and

determining staff availability based on the staff information;

wherein the capacity report is generated based on the workload and the staff availability.

9. The program of claim 7, wherein the trustworthiness score associated with the data related to the task is determined based on a data source or a method that generates the data related to the task.

10. A capacity planning method for generating a capacity report for a plurality of tasks, the method comprising the steps of:

receiving data related to each of the plurality of tasks;

accessing a trustworthiness score associated with the data related to each of the plurality of tasks;

calculating a workload for each of the plurality of tasks;

calculating a confidence index for the plurality of tasks based on the trustworthiness scores of the plurality of tasks; and

generating the capacity report based on the workload for each of the plurality of tasks and the confidence index.

11. The method of claim 10, wherein the step of calculating the confidence index comprises the steps of:

calculating a normalized trustworthiness score of each of the plurality of tasks; and

generating the confidence index based on the normalized trustworthiness scores of the plurality of tasks.

12. The method of claim 11, wherein the step of calculating the normalized trustworthiness score of each of the plurality of tasks comprises the steps of:

calculating a relative workload of each of the plurality of tasks based on the workload of each of the plurality of tasks relative to the total workload of the plurality of tasks; and

generating the normalized trustworthiness score for each of the plurality of tasks based on the trustworthiness score of each of the plurality of tasks, and the relative workload of each of the plurality of tasks.

13. The method of claim 12, wherein:

the relative workload is calculated by dividing the workload of each of the plurality of tasks by the total workload of the plurality of tasks; and

the normalized trustworthiness score for each of the plurality of tasks is generated by multiplying the trustworthiness score of each of the plurality of tasks, by the relative workload of each of the plurality of tasks.

14. The method of claim 13, wherein the confidence index is generated by combining the normalized trustworthiness score for each of the plurality of tasks.

15. The method of claim 14, wherein the confidence index is generated by adding the normalized trustworthiness score for each of the plurality of tasks.

16. The method of claim 10, wherein the trustworthiness score associated with the data related to each of the plurality of tasks is determined based on a data source or a method that generates the data related to each of the plurality of tasks.

17. A data processing system for generating a capacity report for a plurality of tasks, the system comprising:

a processor for processing data;

a data storage device coupled to the processor;

the data storage device bearing instructions to cause the data processing system upon execution of the instructions by the processor to perform the steps of;

receiving data related to each of the plurality of tasks;

accessing a trustworthiness score associated with the data related to each of the plurality of tasks;

calculating a workload for each of the plurality of tasks;

calculating a confidence index for the plurality of tasks based on the trustworthiness scores of the plurality of tasks; and

generating the capacity report based on the workload of each of the plurality of tasks and the confidence index.

18. The method of claim 17, wherein the step of calculating the confidence index comprises the steps of:

calculating a normalized trustworthiness score of each of the plurality of tasks; and

generating the confidence index based on the normalized trustworthiness scores of the plurality of tasks.

19. The system of claim 18, wherein the step of calculating the normalized trustworthiness score of each of the plurality of tasks comprises the steps of:

calculating a relative workload of each of the plurality of tasks based on the workload of each of the plurality of tasks relative to the total workload of the plurality of tasks; and

generating the normalized trustworthiness score for each of the plurality of tasks based on the trustworthiness score of each of the plurality of tasks, and the relative workload of each of the plurality of tasks.

20. The system of claim 19, wherein:

the relative workload is calculated by dividing the workload of each of the plurality of tasks by the total workload of the plurality of tasks; and

the normalized trustworthiness score for each of the plurality of tasks is generated by multiplying the trustworthiness score of each of the plurality of tasks by the relative workload of each of the plurality of tasks.

21. The system of claim 20, wherein the confidence index is generated by combining the normalized trustworthiness score for each of the plurality of tasks.

22. The system of claim 21, wherein the confidence index is generated by adding the normalized trustworthiness score for each of the plurality of tasks.

23. The system of claim 17, wherein the trustworthiness score associated with the data related to each of the plurality of tasks is determined based on a data source or a method that generates the data related to each of the plurality of tasks.

24. A program comprising instructions, which may be embodied in a machine-readable medium, for controlling a data processing system to perform capacity planning, the instructions upon execution by the data processing system causing the data processing system to perform the steps comprising:

receiving data related to each of the plurality of tasks;

accessing a trustworthiness score associated with the data related to each of the plurality of tasks;

calculating a workload for each of the plurality of tasks;

calculating a confidence index based on the trustworthiness score of each of the plurality of tasks; and

generating the capacity report based on the workload of each of the plurality of tasks and the confidence index.

25. The program of claim 24, wherein the step of calculating the confidence index comprises the steps of:

calculating a normalized trustworthiness score of each of the plurality of tasks; and

generating the confidence index based on the normalized trustworthiness scores of the plurality of tasks.

26. The program of claim 25, wherein the step of calculating the normalized trustworthiness score of each of the plurality of tasks comprises the steps of:

calculating a relative workload of each of the plurality of tasks based on the workload of each of the plurality of tasks relative to the total workload of the plurality of tasks; and

generating the normalized trustworthiness score for each of the plurality of tasks based on the trustworthiness score of each of the plurality of tasks, and the relative workload of each of the plurality of tasks.

27. The program of claim 26, wherein:

the relative workload is calculated by dividing the workload of each of the plurality of tasks by the total workload of the plurality of tasks; and

the weighted average trustworthiness score for each of the plurality of tasks is generated by multiplying the trustworthiness score of each of the plurality of tasks by the relative workload of each of the plurality of tasks.

28. The program of claim 27, wherein the confidence index is generated by combining the normalized trustworthiness score for each of the plurality of tasks.

29. The program of claim 28, wherein the confidence index is generated by adding the normalized trustworthiness score for each of the plurality of tasks.

30. The program of claim 24, wherein the trustworthiness score associated with the data related to each of the plurality of tasks is determined based on a data source or a method that generates the data related to each of the plurality of tasks.

31. A capacity planning method comprising the steps of:

receiving a plurality sets of data related to a task;

accessing a trustworthiness score associated with each of the plurality sets of data;

calculating a workload related to each of the plurality sets of data based on each of the plurality sets of data;

calculating a confidence index for the task based on the trustworthiness scores associated with the plurality sets of data; and

generating a capacity report for the task based on the workload and the confidence index.

32. The method of claim 31, wherein the step of calculating the confidence index comprises the steps of:

calculating a normalized trustworthiness score for each of the plurality sets of data; and

generating the confidence index based on the normalized trustworthiness scores of the plurality sets of data.

33. The method of claim 32, wherein the step of calculating the normalized trustworthiness score of each of the plurality of tasks comprises the steps of:

calculating a relative workload for each of the plurality sets of data based on the workload for each of the plurality sets of data relative to the total workload of the task; and

generating the normalized trustworthiness score for each of the plurality sets of data based on the trustworthiness score of each of the plurality sets of data, and the relative workload of each of the plurality sets of data.

34. The method of claim 33, wherein:

the relative workload is calculated by dividing the workload of each of the plurality sets of data by the total workload of the task; and

the normalized trustworthiness score for each of the plurality sets of data is generated by multiplying the trustworthiness score of each of the plurality sets of data, by the relative workload of each of the plurality sets of data.

35. The method of claim 34, wherein the confidence index is generated by combining the normalized trustworthiness score for each of the plurality sets of data.

36. The method of claim 35, wherein the confidence index is generated by adding the normalized trustworthiness score for each of the plurality sets of data.

37. The method of claim 31, wherein the trustworthiness score associated with each of the plurality sets of data is determined based on a data source or a method that generates the respective sets of data.

38. A program comprising instructions, which may be embodied in a machine-readable medium, for controlling a data processing system to perform capacity planning, the instructions upon execution by the data processing system causing the data processing system to perform the steps comprising:

receiving a plurality sets of data related to a task;

accessing a trustworthiness score associated with each of the plurality sets of data;

calculating a workload based on each of the plurality sets of data;

calculating a confidence index of the task based on the trustworthiness score associated with each of the plurality sets of data; and

generating a capacity report for the task based on the workload and the confidence index.

39. The program of claim 38, wherein the step of calculating the confidence index comprises the steps of:

calculating a normalized trustworthiness score for each of the plurality sets of data; and

generating the confidence index based on the normalized trustworthiness scores of the plurality sets of data.

40. The program of claim 39, wherein the step of calculating the normalized trustworthiness score of each of the plurality of tasks comprising the steps of:

calculating a relative workload for each of the plurality sets of data based on the workload for each of the plurality sets of data relative to the total workload of the task; and

generating the normalized trustworthiness score for each of the plurality sets of data based on the trustworthiness score of each of the plurality sets of data, and the relative workload of each of the plurality sets of data.

41. The program of claim 40, wherein:

the relative workload is calculated by dividing the workload of each of the plurality sets of data by the total workload of the task; and

the normalized trustworthiness score for each of the plurality sets of data is generated by multiplying the trustworthiness score of each of the plurality sets of data, by the relative workload of each of the plurality sets of data.

42. The program of claim 41, wherein the confidence index is generated by combining the normalized trustworthiness score for each of the plurality sets of data.

43. The program of claim 42, wherein the confidence index is generated by adding the normalized trustworthiness score for each of the plurality sets of data.

44. The program of claim 38, wherein the trustworthiness score associated with each of the plurality sets of data is determined based on a data source or a method that generates the respective sets of data.

45. A capacity planning method comprising the steps of:

identifying each of a plurality of tasks to be performed;

identifying subtasks associated with each of the identified tasks;

accessing production rate information related to a relationship between the amount of time or the number of staff needed to perform each of the identified subtasks;

calculating a workload based on the identified subtasks and the production rate information;

accessing staff information;

determining staff availability based on the staff information; and

generating a capacity report based on the workload and the staff availability;

wherein the identified of tasks include at least one holdover task.

46. The method of claim 45 further including a step of accessing information related to the at least one holdover task from a holdover database.

47. The capacity planning method of claim 45, wherein the workload is calculated as the number of fulltime employees needed to perform the identified subtasks, based on standard work hours per day.

48. The capacity planning method of claim 45, wherein the staff information includes at least one of information related to the number of employees, information related to identities and positions of employees, information related to exempt status of employees, information related to staff outage, information related to work time that cannot be used to perform the subtasks, and information related to business days within a specific period of time.

49. The capacity planning method of claim 48, wherein the staff availability is calculated based on the workload, the number of employees, the information related to staff outage, the information related to the amount of work time that cannot be used to perform the subtasks, and the information related to business days.