Methods, systems, and media for creating a collaboration space using information from an enterprise resource planning system

• US 20070239501A1
• Filed: 11/22/2006
• Published: 10/11/2007
• Est. Priority Date: 11/23/2005
• Status: Abandoned Application

• Current Assignee: Meridio Ltd. (HP Inc.)
• Original Assignee: Meridio Ltd. (HP Inc.)
• Inventors: Gilmore, Alan, Cunningham, Adrian, Winstanley, Matt, Ogilvie, Tony
• Application Number:
  US11/603,682
• Publication Number:
  US 20070239501A1
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 20/108 Remote banking, e.g. home banking

Abstract

Methods, systems, and media for creating a collaboration space using information from an enterprise resource planning system are provided. In some embodiments, methods for creating a collaboration space using information from an Enterprise Resource Planning (ERP) system are provided, the methods comprising: defining at least one event to monitor in the ERP system; defining the information from the ERP system to be captured; defining actions to be applied to the information; and upon the occurrence of the at least one event, extracting the information from the ERP system and performing the actions on the information to create the collaboration space.

Claims

1. A method for creating a collaboration space using information from an Enterprise Resource Planning (ERP) system, comprising:

defining at least one event to monitor in the ERP system;

defining the information from the ERP system to be captured;

defining actions to be applied to the information; and

upon the occurrence of the at least one event, extracting the information from the ERP system and performing the actions on the information to create the collaboration space.

2. The method of claim 1, wherein the event is the creation of a new customer account.

3. The method of claim 1, wherein the event is the creation of an order for an item.

4. The method of claim 1, wherein the event is the receipt of a purchase order.

5. The method of claim 1, wherein the event is a change in customer data.

6. The method of claim 1, wherein the information is contract text.

7. The method of claim 1, wherein the information is a purchase order.

8. The method of claim 1, wherein the information is a proposal.

9. The method of claim 1, wherein the information describes an item to be purchased.

10. The method of claim 1, wherein the information is describes a bill of materials for an order.

11. The method of claim 1, wherein the actions apply classifications to the information.

12. The method of claim 1, wherein the actions define storage policies for the information.

13. The method of claim 1, wherein the actions define retention rules for the information.

14. The method of claim 1, wherein the actions define disposal rules for the information.

15. The method of claim 1, wherein the actions apply different templates to different information.

16. The method of claim 15, wherein the different information is different customers.

17. The method of claim 1, further comprising assuming the event has occurred.

18. The method of claim 1, wherein the action to be applied to the information is defined by at least one rule.

19. The method of claim 1, further comprising modifying a database in response to the occurrence of the at least one event.

20. The method of claim 1, further comprising sending an email in response to the occurrence of the at least one event.

21. A system for creating a collaboration space using information from an Enterprise Resource Planning (ERP) system, comprising:

an interface to the ERP system; and

a processor that;

defines at least one event to monitor in the ERP system;

defines the information from the ERP system to be captured;

defines actions to be applied to the information; and

upon the occurrence of the at least one event, extracts the information from the ERP system and performing the actions on the information to create the collaboration space.

22. The system of claim 21, wherein the event is the creation of a new customer account.

23. The system of claim 21, wherein the event is the creation of an order for an item.

24. The system of claim 21, wherein the event is the receipt of a purchase order.

25. The system of claim 21, wherein the event is a change in customer data.

26. The system of claim 21, wherein the information is contract text.

27. The system of claim 21, wherein the information is a purchase order.

28. The system of claim 21, wherein the information is a proposal.

29. The system of claim 21, wherein the information describes an item to be purchased.

30. The system of claim 21, wherein the information describes a bill of materials for an order.

31. The system of claim 21, wherein the actions apply classifications to the information.

32. The system of claim 21, wherein the actions define storage policies for the information.

33. The system of claim 21, wherein the actions define retention rules for the information.

34. The system of claim 21, wherein the actions define disposal rules for the information.

35. The system of claim 21, wherein the actions apply different templates to different information.

36. The system of claim 35, wherein the different information is different customers.

37. The system of claim 21, wherein the processor assumes the event has occurred.

38. The system of claim 21, wherein the action to be applied to the information is defined by at least one rule.

39. The system of claim 21, wherein the processor also modifies a database in response to the occurrence of the at least one event.

40. The system of claim 21, wherein the processor also sends an email in response to the occurrence of the at least one event.

41. A computer-readable medium containing computer-executable instructions that, when executed by a processor, cause the processor to perform a method for creating a collaboration space using information from an Enterprise Resource Planning (ERP) system, the method comprising:

defining at least one event to monitor in the ERP system;

defining the information from the ERP system to be captured;

defining actions to be applied to the information; and

upon the occurrence of the at least one event, extracting the information from the ERP system and performing the actions on the information to create the collaboration space.

42. The medium of claim 41, wherein the event is the creation of a new customer account.

43. The medium of claim 41, wherein the event is the creation of an order for an item.

44. The medium of claim 41, wherein the event is the receipt of a purchase order.

45. The medium of claim 41, wherein the event is a change in customer data.

46. The medium of claim 41, wherein the information is contract text.

47. The medium of claim 41, wherein the information is a purchase order.

48. The medium of claim 41, wherein the information is a proposal.

49. The medium of claim 41, wherein the information describes an item to be purchased.

50. The medium of claim 41, wherein the information is describes a bill of materials for an order.

51. The medium of claim 41, wherein the actions apply classifications to the information.

52. The medium of claim 41, wherein the actions define storage policies for the information.

53. The medium of claim 41, wherein the actions define retention rules for the information.

54. The medium of claim 41, wherein the actions define disposal rules for the information.

55. The medium of claim 41, wherein the actions apply different templates to different information.

56. The medium of claim 55, wherein the different information is different customers.

57. The medium of claim 41, wherein the method further comprises assuming the event has occurred.

58. The medium of claim 41, wherein the action to be applied to the information is defined by at least one rule.

59. The medium of claim 41, further comprising modifying a database in response to the occurrence of the at least one event.

60. The medium of claim 41, further comprising sending an email in response to the occurrence of the at least one event.