Computerized systems and methods for managing relationships
First Claim
1. A computerized method of managing relationships, the method comprising:
- identifying a plurality of entities and assigning each entity an entity identifier;
designating one or more of the entities as relationship stewards by further assigning each relationship steward a steward identifier;
allowing each relationship steward to identify one or more entities with whom the steward has a relationship to define one or more steward-entity relationships corresponding to the relationship steward, wherein each steward-entity relationship is assigned a relationship identifier;
defining two or more relationship tiers for each relationship steward each tier having a tier identifier, wherein each relationship tier has relationship objectives, and wherein each relationship tier accommodates a number of steward-entity relationships;
allowing each relationship steward to assign the corresponding steward-entity relationships to one of the two or more relationship tiers creating a relationship tier assignment for each relationship;
receiving the entity identifiers, the steward identifiers, the relationship identifiers, the tier identifiers, and the relationship tier assignments into a computerized database;
analyzing the entity identifiers, the steward identifiers, the relationship identifiers, the tier identifiers, and the relationship tier assignments in a computerized system associated with the computerized database to produce a planned relationship map; and
providing feedback based at least in part on the planned relationship map to at least one of the group consisting of an entity, a relationship steward, and an auditor.
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Accused Products
Abstract
Methods and systems for managing relationships and assisting relationship stewards in allocating resources among a plurality of steward-entity relationships. The methods and systems include allowing users to define steward-entity relationships and relationship tiers. Additionally, users assign relationship objectives to each relationship tier together with accommodation limits. The users then assign each of the steward-entity relationships to a relationship tier. This data and optionally data regarding interactions between entities and/or additional relationship data may be received by a computerized database and analyzed in a computerized system to produce one or more computerized relationship maps. The relationship maps may be used in whole or in part to provide feedback to one or more users regarding the steward-entity relationships.
112 Citations
21 Claims
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1. A computerized method of managing relationships, the method comprising:
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identifying a plurality of entities and assigning each entity an entity identifier;
designating one or more of the entities as relationship stewards by further assigning each relationship steward a steward identifier;
allowing each relationship steward to identify one or more entities with whom the steward has a relationship to define one or more steward-entity relationships corresponding to the relationship steward, wherein each steward-entity relationship is assigned a relationship identifier;
defining two or more relationship tiers for each relationship steward each tier having a tier identifier, wherein each relationship tier has relationship objectives, and wherein each relationship tier accommodates a number of steward-entity relationships;
allowing each relationship steward to assign the corresponding steward-entity relationships to one of the two or more relationship tiers creating a relationship tier assignment for each relationship;
receiving the entity identifiers, the steward identifiers, the relationship identifiers, the tier identifiers, and the relationship tier assignments into a computerized database;
analyzing the entity identifiers, the steward identifiers, the relationship identifiers, the tier identifiers, and the relationship tier assignments in a computerized system associated with the computerized database to produce a planned relationship map; and
providing feedback based at least in part on the planned relationship map to at least one of the group consisting of an entity, a relationship steward, and an auditor. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A relationship management system for assisting relationship stewards in allocating resources among a plurality of steward-entity relationships, the system comprising:
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at least one user interface system having at least one data input apparatus adapted to allow one or more users to input data regarding at least one steward-entity relationship, and having at least one data reporting apparatus adapted to display information regarding at least one steward-entity relationship;
a server system including at least one program and at least one database adapted to receive data from at least the at least one user computer and adapted to store data including at least the data input by the one or more users;
wherein the server system includes a relationship identification routine adapted to transmit instructions to at least one of the user interface systems instructing at least one of the users to identify at least one steward-entity relationship, to define two or more relationship tiers, to define relationship objectives for each tier, to define each tier as accommodating a number of steward-entity relationships, and to assign one or more steward-entity relationships to a relationship tier;
wherein the server system includes a relationship advisor routine adapted to analyze the at least one steward-entity relationship, the two or more relationship tiers, the relationship objectives, and the relationship tier assignments for the steward-entity relationships to produce a relationship map, adapted to utilize the relationship map to prepare one or more relationship reports, and adapted to transmit the one or more relationship reports to at least one of the user computers for display on the data reporting apparatus to advise the one or more users; and
a computer network connecting the server system and the at least one user interface system. - View Dependent Claims (12, 13, 14, 15, 16, 17)
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18. A computer-implemented system that implements a program in which relationships between entities are monitored and managed to assist relationship stewards in allocating resources among a plurality of steward-entity relationships, the system comprising:
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a data input system for entering information regarding a plurality of entities including one or more relationship stewards and including a relationship identification routine adapted to instruct at least one user to define at least one steward-entity relationship, to define two or more relationship tiers, to define relationship objectives for each tier, to define each tier as accommodating a number of steward-entity relationships, and to assign one or more steward-entity relationships to a relationship tier;
a monitoring system for collecting information regarding interactions between the plurality of entities, including interactions within one or more steward-entity relationships, wherein the information collected includes interaction evaluation parameters for each interaction;
a server system in communication with the data input system and the monitoring system including at least one program and at least one database adapted to access the information collected from the data input system and the monitoring system, wherein the program is adapted to prepare a relationship map based at least in part on one or more factor selected from the group consisting of the defined relationship tiers, the relationship tier to which the steward-entity relationships are assigned, the collected information regarding the interactions between the plurality of entities, the collected interaction evaluation parameters, and a user-selectable factor, and wherein the program is further adapted to prepare a relationship report based at least in part on the relationship map and to transmit the relationship report to at least one user; and
a reporting system in communication with the server system adapted to receive the relationship report from the server system for presentation to the at least one user. - View Dependent Claims (19, 20, 21)
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Specification