SYSTEM AND METHOD FOR MANAGING THE ACTIVITIES OF AN ORGANIZATION

• US 20090076880A1
• Filed: 06/16/2008
• Published: 03/19/2009
• Est. Priority Date: 06/14/2007
• Status: Abandoned Application

• Current Assignee: Michael S. Kramer
• Original Assignee: Michael S. Kramer
• Inventors: Kramer, Michael S.
• Application Number:
  US12/140,233
• Publication Number:
  US 20090076880A1
• Time in Patent Office: Days
• US Class Current: 705/9
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis

Abstract

A management tool is disclosed that provides for the comprehensive management of the objectives, policies, tasks, documents, information and activities (collectively “activities”) to an organization. Activities across different levels of an organization and/or involving different groups within an organization can be managed using a single system. Metrics can be captured and analyzed at different levels in the organization. The tool enhances the ability of an organization to strategically align personnel and departments to facilitate the applicable objects and values of the organization. Transparency can be enhanced across different functional groups, and from top to bottom in the organization.

Claims

1. A management system that provides for residing on a server and being accessible from a plurality of access devices, comprising:

an activity subsystem, wherein said activity subsystem provides for a plurality activities and a plurality of metrics, wherein said activities include a first activity and a second activity, wherein said metrics include a first metric associated with said first activity and wherein said metrics include a second metric associated with said second activity; and

an organization subsystem, wherein said organization subsystem provides for a plurality of groups and a plurality of resources;

wherein said groups includes a first group and a second group, and wherein said resources include a first resource associated with said first group and a second resource associated with said second group;

wherein said first activity is associated with said first group;

wherein said second activity is associated with said second group;

wherein said second metric influences the determination of said first metric.

2. The management system of claim 1, wherein said plurality of groups of includes an accounting group, a marketing group, a sales group, a purchasing group, and a human resource group, and wherein said accounting group includes an accounts receivable group and an accounts payable group.

3. The management system of claim 1, wherein said second activity is a subset of said first activity and wherein said second group is a subset of said first group.

4. The management system of claim 1, wherein said plurality of activities are organized in a hierarchy of activities and wherein said plurality of groups are organized in a hierarchy of groups.

5. The management system of claim 1, wherein said hierarchy of activities is at least three levels deep and wherein said hierarchy of groups is at least three levels deep.

6. The management system of claim 1, wherein said first resource is an employee, and wherein said second activity is associated with a name, a manager, an actual hours, a completion estimate, a due date, a budget cost, and an actual cost.

7. The management system of claim 1, wherein said first activity is associated with a plurality of documents, wherein said first group is associated with a procedure, and wherein said procedure is automatically applied to said second group.

8. The management system of claim 1, wherein said first resource is an employee, wherein at least one said activity is a training activity, and wherein a role is added to said employee upon completion of said training activity.

9. The management system of claim 1, further comprising an interface subsystem, wherein said interface subsystem provides for a plurality of views, wherein said plurality of views includes a first view, a second view, and a third view, wherein said first view is associated with said first group, wherein said second view is associated with said second group, and wherein said third view is associated with said first resource.

10. The management system of claim 1, further comprising a capabilities subsystem, wherein said capabilities subsystem provides for a plurality of capability assessments, wherein said capability assessments include a plurality of present capability assessments and a plurality of future capability assessments, and wherein said first metric is influenced by at least one said capability assessment.

11. The management system of claim 1, further comprising a procedures subsystem, wherein said procedures subsystem provides for a plurality of procedures, a plurality of definitions, and a plurality of exceptions, wherein said procedures subsystem provides for associating said procedures with said groups, wherein said procedures subsystem provides for associating at least one said procedure with at least one said exception and at least one said definition, wherein at least one said procedure is associated with a benchmark metric.

12. The management system of claim 11, wherein said procedures subsystem further provides for a plurality of procedure categories and wherein at least a subset of said procedures are associated with at least a subset of said procedure categories.

13. The management system of claim 1, further comprising a roll-up heuristic that provides for displaying an aggregated metric and a roll-down heuristic for displaying a plurality of non-aggregated metrics.

14. The management system of claim 1, further comprising a plurality of statuses, said plurality of statuses including an activity status associated with said first activity, a training status associated with said first resource, and a capability status.

15. The management system of claim 1, wherein said plurality of activities includes an objective, a plurality of projects associated with said objective, a plurality of tasks associated with said plurality of projects, and a plurality of documents associated with said plurality of tasks.

16. The management system of claim 1, further comprising a procedures subsystem, a communications subsystem, a capabilities subsystem, and an interface subsystem;

wherein said organization hierarchy, wherein said organization hierarchy includes an entity, a department, a team, a role, and an individual;

wherein said activities subsystem includes a project, a task, and a document;

wherein said procedures subsystem includes for a plurality of procedures, a plurality of definitions, and a plurality of exceptions, wherein said procedures subsystem provides for associating said procedures with said groups, wherein said procedures subsystem provides for associating at least one said procedure with at least one said exception and at least one said definition, wherein at least one said procedure is associated with a benchmark metric;

wherein said communication subsystem provides for creating, sending, and receiving a plurality of communications, wherein access and distribution to said communications is influenced by at least one of a plurality of distribution lists that are associated with one or more said groups, wherein said plurality of communications are organized into a plurality of communication categories, wherein each said communication is associated with a priority and an information source;

wherein said capabilities subsystem provides for storing a plurality of capability assessments, said plurality of capability assessments including a plurality of capability assessments, a plurality of present capability assessments, and a plurality of future assessments, wherein at least one said capability assessment is associated with at least one said group, wherein said capability assessments are organized into capability categories; and

wherein said interface subsystem provides for a plurality of user interfaces, wherein said user interfaces are associated with said plurality of groups, wherein said user interfaces are influenced by a plurality of permissions, wherein said interface subsystem provides for displaying an entity view of aggregated metrics that are influenced by said projects, said capability assessments, said communications, and said procedures.

17. A management system, comprising:

a software application, wherein said software application provides for accessing a database and residing on a server;

wherein said software application provides for creating;

an organizational hierarchy, wherein said organization hierarchy provides for a plurality of groups, wherein said groups includes a first group and a second group, and wherein said first group includes said second group;

a plurality of projects, wherein at least one said project is associated with at least one said group;

a plurality of tasks, wherein at least one said task is associated with at least one said project;

a plurality of documents, wherein at least one said document is associated with at least one said task;

a plurality of metrics, including a first metric and a second metric, wherein said first metric is associated with at least one said project, wherein said second metric is associated with at least one said second task, and wherein said first metric is influenced by said second metric.

18. The system of claim 17, wherein said plurality of metrics includes an entity metric, a department metric, a team metric, a role metric, and an individual metric;

wherein said software application provides for a communication log interface and a plurality of communications, wherein said communications are organized into a hierarchy of topics, and wherein each said communication is associated with a priority, an information source, an open date, and a close date;

wherein said communication log interface provides for sending automated communications that include one or more said metrics;

wherein at least one said project is associated with a project name, a manager, a deadline, a number of hours, a budget, and a status;

wherein software application provides for a plurality of capability assessments, wherein said metrics include a relevance metric and a score metric, wherein at least one said capability assessment is associated with at least one said group, wherein at least one said capability assessment is associated with said relevance metric and said score metric;

wherein said software application further provides for a plurality of rules, plurality of events associated, and the display of a calendar, wherein said software application provides for using said rules to selectively display said events on said calendar;

wherein at least said project is associated with a sponsor, a manager, a department, a status, a priority, a benefit, a success criterion, an alert, more than five tasks, and more than five documents;

wherein said software application further provides for creating and updating a plurality of standard operating procedures, wherein said standard operation procedures can be associated with a subset of said organization hierarchy;

wherein said software application further provides for a plurality of procedure categories, a plurality of sub-processes, and a plurality of step descriptions;

wherein said software application provides for displaying a user interface that is influenced by one or more groups associated with said user interface through a login process, wherein said user interface provides for displaying a list of past projects, a list of present projects, a list of future projects, a list of tasks, and a list of communications;

wherein at least one said task is the training of an employee, and wherein upon completion of the training, a new role is added to the applicable employee record;

wherein said software application further provides for a plurality of statuses, including a project status, a task status, a training status, and a capability status;

wherein said plurality of projects include an improvement initiative, a strategic plan, and a daily operation; and

wherein said software application further provides for invoking a roll-up heuristic to display an aggregated metric and a roll-down heuristic to display a plurality of non-aggregated metrics.

19. The system of claim 17, wherein said organization hierarchy is at least three levels deep, further comprising an activities hierarchy that is at least three levels deep.

20. A method of managing information on a computer network, comprising:

defining an organization hierarchy on a database, wherein said organization hierarchy includes a plurality of groupings, wherein said plurality of groupings includes an entity, a department, a team, a role, and an individual level, wherein said groupings are associated with a plurality of permissions;

creating a project on said database, wherein said project is associated with at least one said group, a plurality of tasks, a project sponsor, a project measurement method, a project status, and a project budget, wherein said plurality of tasks are associated with plurality of task time budgets, a plurality of task due dates, and a plurality of task costs, wherein at least one said task is associated with a document;

storing a communication log on said database, wherein said communication log includes a plurality of communications, a plurality of topics, and a plurality of distribution lists, wherein said plurality of communications include a priority and an information source, wherein at least one said topic is associated with at least one said grouping, wherein said plurality of distribution lists correspond to said plurality of groupings, and wherein at least one said communication is associated with at least one said project;

capturing a plurality of capability assessments on said database, wherein said capability assessments are selectively displayed using said permissions and said groupings, wherein said capability assessments are organized into a plurality of capability categories, wherein at least one capability assessment is associated with a capability relevance metric and a capability score metric;

describing a plurality of procedures on said database, wherein at least one said procedure is associated with at least one said grouping, at least one said function, a preparer, an approver, a quality objective, an approval date, a benchmark metric, and at least one said document; and

automatically generate at least one of;

(a) a grouping metric associated with one or more said groups; and

(b) a project metric associated with one or more said projects.