Risk management

• US 20060059031A1
• Filed: 08/06/2004
• Published: 03/16/2006
• Est. Priority Date: 08/06/2004
• Status: Abandoned Application

• Current Assignee: SAP SE
• Original Assignee: SAP AG (SAP SE)
• Inventors: Grass, Michael, Hertel-Szabadi, Martin
• Application Number:
  US10/913,645
• Publication Number:
  US 20060059031A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/0635 Risk analysis of enterprise or organisation activities
• CPC Class Codes: G06Q 10/06375 Prediction of business process outcome or impact based on a proposed change
• CPC Class Codes: G06Q 30/0203 Market surveys; Market polls
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 40/08 Insurance

Abstract

A method of performing risk assessment for a service provider, includes creating a sales prospect. The method also includes determining conflicts and risks for the prospect based on answering a plurality of questions relating to the prospect. The method further includes determining whether or not the prospect should be allowed as a new client based on the determined conflicts and risks. If the prospect is determined to be allowable as a new client, the method includes: a) determining conflicts and risks for an opportunity to be performed for the prospect based on answering a plurality of questions related to the opportunity, and b) based on the determined conflicts and risks, either accepting the opportunity or not accepting the opportunity.

Claims

1. A method of performing risk assessment for a service provider, comprising:

creating a sales prospect;

determining conflicts and risks for the prospect based on answering a plurality of questions relating to the prospect;

determining whether or not the prospect should be allowed as a new client based on the determined conflicts and risks;

wherein, if the prospect is determined to be allowable as a new client;

determining conflicts and risks for an opportunity to be performed for the prospect based on answering a plurality of questions related to the opportunity; and

based on the determined conflicts and risks, either accepting the opportunity or not accepting the opportunity.

2. The method according to claim 1, wherein the plurality of questions include questions related to persons working for the service provider and their relationships to the prospect.

3. The method according to claim 1, wherein the plurality of questions include questions related to monetary strength of the prospect.

4. The method according to claim 1, further comprising:

performing an audit for the service provider by providing answers to a plurality of questions related to a particular audit.

5. The method according to claim 4, further comprising:

inputting an audit plan and the answers to the plurality of questions to an audit module.

6. The method according to claim 4, further comprising:

performing monitoring of the audit on a periodic basis.

7. The method according to claim 1, wherein the plurality of questions are provided on a graphical user interface screen, for answering by at least one user.

8. The method according to claim 7, wherein the plurality of questions are each assigned a particular priority level, and wherein the answers to the plurality of questions are also assigned the corresponding priority level.

9. The method according to claim 8, wherein the risk assessment is computed as a percentage value based in part on the answers to the plurality of questions.

10. A system for performing risk assessment for a service provider, comprising:

a first database for creating a sales prospect;

a second database for determining conflicts and risks for the prospect based on answers to a plurality of questions relating to the prospect;

wherein the first database determines whether or not the prospect should be allowed as a new client based on the determined conflicts and risks; and

a third database for creating a new customer corresponding to the prospect when the first database determines that the prospect should be allowed as a new client.

11. The system according to claim 10, wherein the first database inputs information corresponding to a new opportunity for the prospect,

wherein the second database determines conflicts and risks for the opportunity based on answers to a plurality of questions relating to the opportunity, and

wherein, if the opportunity is determined to be accepted based on the determined conflicts and risks, the opportunity is entered as a new opportunity in the first database.

12. The system according to claim 10, wherein the plurality of questions include questions related to persons working for the service provider and their relationships to the prospect.

13. The system according to claim 10, wherein the plurality of questions include questions related to monetary strength of the prospect.

14. The system according to claim 10, further comprising:

a fourth database for performing an audit for the service provider by providing answers to a plurality of questions related to a particular audit.

15. The system according to claim 14, further comprising:

means for performing monitoring of the audit on a periodic basis.

16. The system according to claim 10, wherein the plurality of questions are provided on a graphical user interface screen, for answering by at least one user.

17. The system according to claim 16, wherein the plurality of questions are each assigned a particular priority level, and wherein the answers to the plurality of questions are also assigned the corresponding priority level.