Real-time collaboration and workflow management for a marketing campaign

• US 20070083417A1
• Filed: 10/05/2006
• Published: 04/12/2007
• Est. Priority Date: 10/22/2001
• Status: Active Grant

• Current Assignee: Accenture Global Services Limited (Accenture PLC)
• Original Assignee: Accenture Global Services GmbH (Accenture PLC)
• Inventors: Tyner, Chuck, Corugedo, George, Plourde, Robert, O'Halloran, J., Wagner, Todd
• Granted Patent: US 7,788,126 B2
• Time in Patent Office: Days
• US Class Current: 705/9
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• 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
• CPC Class Codes: G06Q 10/101 Collaborative creation, e.g. joint development of products or services
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]

Abstract

A system for enabling real-time collaboration and workflow management of a marketing campaign within a marketing organization is disclosed. In one aspect, user displays for the marketing organization'"'"'s computer system are provided. A role portal component provides at least two respective role portals that correspond to at least two marketing roles within the marketing organization (for example, marketing executive, marketing manager, data analyst, etc.). A workbench component generates, on a user display, a workbench that corresponds to each of the role portals. Each workbench permits a user to access metric and workflow information associated with the corresponding marketing role. The workbench for each role may comprise several displayable web-pages, such as a home page, an activities page workflow, a marketing campaigns with information and metrics about various marketing campaigns, and a customer analysis page.

Claims

1. A system for enabling real-time collaboration and workflow management of a marketing campaign within a marketing organization, the marketing organization having a plurality of marketing roles defined therein, the system comprising:

a processor for processing computer instructions;

at least one display for displaying information to a respective user in response to the processor;

memory for storing computer instructions, the instructions providing for;

a role portal component for providing;

a first role portal corresponding to a first marketing role within the marketing organization; and

a second role portal corresponding to a second marketing role within the marketing organization, the second marketing role being different from the first marketing role; and

a workbench component for generating on the at least one display;

a first workbench corresponding to the first marketing role, the first workbench permitting a user to access metric and workflow information associated with the first marketing role; and

a second workbench corresponding to the second marketing role permitting a user to access metric and workflow information associated with the second marketing role, the metric and workflow information associated with the second marketing role being different from the metric and workflow information associated with the first marketing role.

2. The system of claim 1 wherein the at least two marketing roles comprises at least a marketing manager role.

3. The system of claim 2 wherein the at least two marketing roles further comprises a data analyst role.

4. The system of claim 3 wherein the at least two marketing roles further comprises an executive role.

5. The system of claim 1 wherein the at least two marketing roles comprises at least a data analyst role.

6. The system of claim 5 wherein the at least two marketing roles further comprises an executive role.

7. The system of claim 1 wherein the at least two marketing roles comprises at least an executive role.

8. The system of claim 1 wherein the workbench corresponding to each of the at least two role portals comprises a plurality of different displayable pages capable of being displayed on one of the at least one display.

9. The system of claim 8 wherein the plurality of different displayable pages comprises at least a displayable home page containing at least high-level marketing information.

10. The system of claim 8 wherein the plurality of different displayable pages comprises at least a displayable page providing a workflow view of marketing strategies and associated tasks.

11. The system of claim 10 wherein the displayable page providing a workflow view further provides access to a workflow software application.

12. The system of claim 1 wherein the displayable page providing a workflow view further identifies and provides access to computer accessible reports that may be used in completing the tasks.

13. The system of claim 8 wherein the plurality of different displayable pages includes at least a displayable page for marketing campaign management.

14. The system of claim 13 wherein the displayable marketing campaign management page includes an icon for access to a campaign management software application.

15. The system of claim 13 wherein the displayable marketing campaign management page includes metric data regarding marketing campaigns.

16. The system of claim 13 wherein the displayable marketing campaign management page includes information about marketing campaigns.

17. The system of claim 8 wherein the plurality of different displayable pages includes at least a displayable page for the user to access software applications for performing marketing analysis tasks.

39. The system of claim 1, wherein access is restricted to the marketing role of the user as defined by role information of the user.

42. The system of claim 1, wherein the processor is further configured to:

receive a unique identifier from the user;

determine the marketing role of the user based on the unique identifier received from the user; and

provide one of the first role portal and the second role based on the determined marketing role of the user.

43. The system of claim 1, wherein:

the first workbench corresponding to the first marketing role permits the user to access software applications associated with the first marketing role; and

the second workbench corresponding to the second marketing role permits the user to access software applications associated with the second marketing role.

44. The system of claim 1, wherein the memory further comprises instructions providing for:

a third role portal corresponding to a third marketing role within the marketing organization, the third marketing role being different from the first marketing role and the second marketing role;

a third workbench corresponding to the third marketing role permitting the user to access metric and workflow information associated with the third marketing role, the metric and workflow information associated with the third marketing role being different from the metric and workflow information associated with the first marketing role and the metric and workflow information associated with the second marketing role.

45. The system of claim 44, wherein:

the first marketing role comprises a marketing manager role;

the second marketing role comprises a data analyst role; and

the third marketing role comprises an executive role.

18. A system for enabling real-time collaboration and workflow management of a marketing campaign within a marketing organization, the marketing organization having a plurality of marketing roles defined therein, the system comprising:

a processor for processing computer instructions;

at least one display for displaying information to a respective user in response to the processor;

memory for storing computer instructions, the instructions providing for;

a role portal component for providing respective role portals corresponding to the marketing roles within the marketing organization, the marketing roles including at least an executive role, a marketing manager role and a data analyst role; and

a workbench component for generating on the at least one display a workbench corresponding to each of the role portals, the workbench component for providing access to a workflow software application, a marketing campaign management software application and a marketing analysis software application.

19. The system of claim 18 the workbench corresponding to each of the roles within the marketing organization comprises a plurality of different displayable pages capable of being displayed on one of the at least one display.

20. The system of claim 19 wherein the plurality of different displayable pages comprises at least a displayable home page containing at least high-level marketing information.

21. The system of claim 19 wherein the plurality of different displayable pages comprises at least a displayable page providing a workflow view of marketing strategies and associated tasks.

22. The system of claim 21 wherein the displayable page providing a workflow view further provides access to the workflow software application.

23. The system of claim 21 wherein the displayable page providing a workflow view further identifies and provides access to computer accessible reports that may be used in completing the tasks.

24. The system of claim 19 wherein the plurality of different displayable pages includes at least a displayable page for marketing campaign management.

25. The system of claim 24 wherein the displayable marketing campaign management page includes an icon for access to the campaign management software application.

26. The system of claim 24 wherein the displayable marketing campaign management page includes metric data regarding marketing campaigns.

27. The system of claim 26 wherein the displayable marketing campaign management page includes information about marketing campaigns.

28. The system of claim 19 wherein the plurality of different displayable pages includes at least a displayable page for the user to access the marketing analysis software application.

40. The system of claim 18, wherein access is restricted to the marketing role of the user as defined by role information of the user.

29. A method of collaborating to create a marketing campaign in a marketing organization having marketing roles, the method comprising:

providing a system for enabling real-time collaboration and workflow management of the marketing campaign, the system comprising a processor for a processor for processing computer instructions;

at least one display for displaying information to a respective user;

memory for storing computer instructions, the instructions providing for, a role portal component for providing at least two respective role portals corresponding to at least two of the marketing roles within the marketing organization; and

a workbench component for generating a workbench corresponding to each of the at least two role portals, each workbench permitting the user to access metric and workflow information associated with the corresponding marketing role;

according to a first one of the roles and within a first one of the at least two role portals, monitoring customer metrics and workflow activities associated with the marketing campaign; and

according to a second role and within a second one of the at least two role portals;

collaborating with the first one of the roles through a second one of the at least two role portals.

30. The method of claim 29 wherein the at least two marketing roles comprises at least a marketing manager role.

31. The method of claim 29 wherein the at least two marketing roles comprises at least a data analyst role.

32. The method of claim 29 wherein the at least two marketing roles comprises at least an executive role.

33. The method of claim 29 wherein the workbench corresponding to each of the at least two role portals comprises a plurality of different displayable pages capable of being displayed on one of the at least one display.

34. The method of claim 33 wherein the plurality of different displayable pages comprises at least a displayable page providing a workflow view of marketing strategies and associated tasks.

35. The method of claim 34 wherein the displayable page providing a workflow view further provides access to a workflow software application.

36. The method of claim 33 wherein the plurality of different displayable pages includes at least a displayable page for marketing campaign management.

37. The method of claim 36 wherein the displayable marketing campaign management page includes an icon for access to a campaign management software application.

38. The method of claim 36 wherein the plurality of different displayable pages includes at least a displayable page for the user to access software applications for performing marketing analysis tasks.

41. The method of claim 29, wherein access is restricted to the marketing role of the user as defined by role information of the user.

46. A system for enabling workflow management of a marketing campaign within a marketing organization, the marketing organization having a plurality of marketing roles defined therein, the system comprising:

a processor for processing computer instructions;

at least one display for displaying information to a respective user in response to the processor;

memory for storing computer instructions, the instructions providing for;

a role portal component for providing;

a first role portal corresponding to a marketing manager role within the marketing organization; and

a second role portal corresponding to a data analyst role within the marketing organization,

a third role portal corresponding to a executive role role within the marketing organization; and

a workbench component for generating on the at least one display;

a first workbench corresponding to the marketing manager role, the first workbench permitting the user to access metric and workflow information associated with the marketing manager role; and

a second workbench corresponding to the data analyst role permitting the user to access metric and workflow information associated with the data analyst role, the metric and workflow information associated with the data analyst role being different from the metric and workflow information associated with the marketing manager role; and

a third workbench corresponding to the executive role permitting the user to access metric and workflow information associated with the executive role, the metric and workflow information associated with the executive role being different from the metric and workflow information associated with the marketing manager role and the metric and workflow information associated with the data analyst role.