Enterprise performance management software system having action-based data capture
First Claim
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1. A computer-implemented method of performing an enterprise planning session, comprising:
- receiving model data that defines an enterprise planning model for use within a subsequent enterprise planning session, wherein the model data comprises action data that specifies one or more tasks, and wherein the action data defines;
(i) a plurality of task-specific forms to capture task-specific contribution data for the enterprise planning session on a per-task basis, and (ii) a mapping for storing the task-specific contribution data within a database of multidimensional data; and
executing software to conduct the enterprise planning session in accordance with the model at least in part by;
capturing business-as-usual contribution data associated with ordinary operation of the enterprise from a first set of contributors using a spreadsheet interface,capturing the task-specific contribution data associated with out-of-the-ordinary operations of the enterprise from a second set of contributors using the task-specific forms and storing the task-specific contribution data within the database according to the mapping,aggregating the task-specific contribution data and the business-as-usual contribution data to form aggregate contribution data for the enterprise planning session, andgenerating a composite forecast from the aggregate contribution data.
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Abstract
Techniques are described of entering and presenting data in an enterprise planning and performance management system. As disclosed herein, the techniques facilitate the capture and entry of data into an underlying multidimensional dataset through action-based forms. In addition, the techniques allow reviewers to use spreadsheet-like views of the captured data. In certain embodiments, the techniques also facilitate straightforward review of changes to data within the spreadsheet-like views by providing a task log that enables reviewers to more readily review, accept, or dismiss such changes.
133 Citations
34 Claims
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1. A computer-implemented method of performing an enterprise planning session, comprising:
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receiving model data that defines an enterprise planning model for use within a subsequent enterprise planning session, wherein the model data comprises action data that specifies one or more tasks, and wherein the action data defines;
(i) a plurality of task-specific forms to capture task-specific contribution data for the enterprise planning session on a per-task basis, and (ii) a mapping for storing the task-specific contribution data within a database of multidimensional data; andexecuting software to conduct the enterprise planning session in accordance with the model at least in part by; capturing business-as-usual contribution data associated with ordinary operation of the enterprise from a first set of contributors using a spreadsheet interface, capturing the task-specific contribution data associated with out-of-the-ordinary operations of the enterprise from a second set of contributors using the task-specific forms and storing the task-specific contribution data within the database according to the mapping, aggregating the task-specific contribution data and the business-as-usual contribution data to form aggregate contribution data for the enterprise planning session, and generating a composite forecast from the aggregate contribution data. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A computing system comprising:
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an analysis software module executing on the computing system to receive data that defines an enterprise planning session to be carried out by a set of users associated with a multi-level enterprise hierarchy, wherein the model data comprises action data that specifies one or more tasks, and wherein the action data defines (1) a plurality of task-specific forms to capture task-specific contribution data for the enterprise planning session on a per-task basis, and (ii) a mapping for storing the task-specific contribution data within a database of multidimensional data; and a contribution module executing on the computing system to conduct the enterprise planning session in accordance with the model at least in part by; capturing business-as-usual contribution data associated with ordinary operation of the enterprise from a first set of contributors using a spreadsheet interface, capturing the task-specific contribution data associated with out-of-the-ordinary operations of the enterprise from a second set of contributors using the task-specific forms and storing the task-specific contribution data within the database according to the mapping, aggregating the task-specific contribution data and the business-as-usual contribution data to form aggregate contribution data for the enterprise planning session, and generating a composite forecast from the aggregate contribution data. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31)
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32. A computer-readable medium comprising instructions, the instructions causing a programmable processor to:
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retrieve model data that defines an enterprise planning model for use within a subsequent enterprise planning session, wherein the model data comprises action data that specifies one or more tasks, and wherein the action data defines;
(i) a plurality of task-specific forms to capture task-specific contribution data for the enterprise planning session on a per-task basis, and (ii) a mapping for storing the task-specific contribution data within a database of multidimensional data; andexecute software to conduct the enterprise planning session in accordance with the model at least in part by causing the programmable processor to; capture business-as-usual contribution data associated with ordinary operation of the enterprise from a first set of contributors using a spreadsheet interface, capture the task-specific contribution data associated with out-of-the-ordinary operations of the enterprise from a second set of contributors using the task-specific forms and storing the task-specific contribution data within the database according to the mapping, aggregate the task-specific contribution data and the business-as-usual contribution data to form aggregate contribution data for the enterprise planning session, and generate a composite forecast from the aggregate contribution data. - View Dependent Claims (33, 34)
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Specification