System And Method For Real Time Maintaining An Inventory Of Services And Associated Resources Of A Client Company

• US 20090094075A1
• Filed: 10/04/2007
• Published: 04/09/2009
• Est. Priority Date: 10/04/2007
• Status: Active Grant

• Current Assignee: Upland Software Incorporated / Logiciels Upland Incorporated
• Original Assignee: Cimpl, Inc. (Upland Software, Inc.)
• Inventors: THIERRY, Christopher Xavier, PARISIEN, Vincent
• Granted Patent: US 8,224,680 B2
• Time in Patent Office: Days
• US Class Current: 705/7.12
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 10/0875 Itemisation or classification of parts, supplies or services, e.g. bill of materials

Abstract

A system for real-time maintaining an inventory of services and associated resources of a client company. A product component communicates with feeds receiving inventory data from the client company. A transactional component communicates with the product component for managing transactional records, processing responses related thereto and updating the inventory records accordingly. An expert engine component evaluates the transactional records against corresponding ones of the inventory records stored in the product component to identify eventual changes to be made to the inventory records as determined by set conditions, and controls generation of service orders articulated on action parameters of the transactions and the inventory records concerned by the transactions. A user interface capable of displaying selected inventory records, inputting transactions relative to the inventory records, and of inputting responses to the service orders placed by the expert engine component communicates with the product and transactional components.

Claims

1. A system for real-time maintaining an inventory of services and associated resources of a client company, comprising:

feeds for receiving inventory data supplied by the client company;

a product component in communication with the feeds, the product component comprising inventory modules capable of storing inventory records indicative of the services and associated resources of the client company, and a processor capable of importing the inventory data received through the feeds as corresponding inventory records stored in the inventory modules, of updating the inventory records as a function of data update requests, and of processing the inventory records to produce informative reports on selected aspects of the inventory records;

a transactional component in communication with the product component, the transactional component comprising a transaction module capable of storing copies of the inventory records stored in the product component to form corresponding transactional records, and a processor capable of copying selected inventory records from the product component into the transaction module, of processing transactions on the transactional records, of processing responses related to the transactional records, and of communicating data update requests to the product component for updating the inventory records with the transactional records as a function of the responses;

an expert engine component in communication with the transactional component and the product component, the expert engine component comprising a rule module in which conditions defining possible transactions and corresponding action parameters are stored, a service order module capable of generating service orders for external notification or intervention, and a processor capable of evaluating the transactional records against corresponding ones of the inventory records stored in the product component to identify eventual changes to be made to the inventory records stored in the product component as determined by the conditions, and controlling the service order module to generate service orders articulated on the action parameters of the transactions and the inventory records concerned by the transactions; and

a user interface in communication with the product component, the transactional component and the expert engine component, the user interface being capable of displaying selected inventory records, of inputting transactions relative to the inventory records, and of inputting responses to the service orders placed by the expert engine component.

2. The system according to claim 1, wherein:

the inventory modules comprise a billing module capable of storing billing data indicative of what the client company is being invoiced with respect to the inventory of services and associated resources; and

the processor of the product component is further capable of analyzing the billing data against the inventory records stored in the product component, of detecting possible billing errors and of producing a report identifying the possible billing errors.

3. The system according to claim 2, wherein:

the inventory modules further comprise a service inventory module in which service characterizing data for the services to which the client company has access are stored, an equipment module in which equipment characterizing data for equipments used in relation with the services are stored, an employee module in which employee data indicative of human resources of the client company are stored, a company policy module in which policy rule data indicative of policies and rules established by the client company with respect to usage of the services are stored, a contract module in which contract data indicative of contractual terms with service providers are stored, and a cost center module in which account data with respect to service providers providing the services are stored; and

the processor of the product component is further capable of at least one of detecting policy exceptions using the billing data with respect to the policy rule data, monitoring employee movements based on the billing data, the employee data and the service data indicative of the services allotted to the human resources, auditing the inventory records, and optimizing equipment usage as a function of the billing data, the contract data and the policy rule data.

4. The system according to claim 1, wherein the inventory modules further comprise a history module in which history related data indicative of changes made to the inventory records are stored, and the processor is further capable of producing history related data as a function of the changes made to the inventory records and updating the history module with the history related data.

5. The system according to claim 1, further comprising a service provider portal communicating with the service order module of the expert system, the service provider portal having communication capabilities for transmitting the service orders to remote service provider equipments.

6. The system according to claim 5, wherein the service provider portal further has reception capabilities for receiving the responses to the service orders from the remote service provider equipments and forwarding the responses to the transactional component.

7. The system according to claim 1, wherein the inventory modules comprise tables and fields forming the inventory records characterizing the services and the associated equipments in the inventory.

8. The system according to claim 7, wherein the fields comprise field items directly updatable from the user interface.

9. The system according to claim 1, wherein the processor of the transaction component is capable of assigning status to the transactions and of blocking new transactions on the inventory records concerned by the transactions having a pending status until reception of the responses to the service orders corresponding to the transactions.

10. The system according to claim 1, wherein the service orders have predetermined fields directly editable through the user interface.

11. A computerized method for real-time maintaining an inventory of services and associated resources of a client company, comprising the steps of:

importing inventory data supplied by the client company as corresponding inventory records stored in a product database component indicative of the inventory of services and associated resources of the client company;

inputting user transactions relative to the inventory of services and associated resources as reflected by the inventory records in the product database component;

copying the inventory records concerned by the user transactions from the product database component into a transactional database component;

applying user requested changes indicated by the user transactions to the inventory records in the transactional database component to form new transactional records in the transactional database component;

evaluating the new transactional records against corresponding ones of the inventory records stored in the product database component to identify corresponding eventual changes to be made to the inventory records stored in the product database component;

generating service orders indicative of the eventual changes and placing the service orders before service resources concerned by the eventual changes;

inputting responses supplied by the service resources to the service orders;

updating the inventory records in the product database component with the transactional records in the transactional database component as a function of the responses; and

controllably reporting selected aspects related to the inventory records.

12. The computerized method according to claim 11, wherein the inventory data comprise billing data indicative of what the client company is being invoiced with respect to the inventory of services and associated resources, the computerized method further comprising the steps of:

cross-checking the billing data during importation against the inventory records stored in the product database component to identify possible billing errors; and

reporting the billing errors for eventual billing reconciliation.

13. The computerized method according to claim 12, wherein the inventory records comprise service characterizing data for the services to which the client company has access, equipment characterizing data for equipments used in relation with the services, employee data indicative of human resources of the company, policy rule data indicative of policies and rules established by the client company with respect to usage of the services by the human resources, contract data indicative of contractual terms with service providers for the services, and account data with respect to service providers providing the services and cost centers billed for the services, the computerized method further comprising the steps of:

associating the equipment characterizing data with the account data based on the respective equipments provided by the service providers;

associating the service characterizing data with the account data based on the respective service providers providing the services and the respective cost centers billed for the services;

associating the employee data with the service characterizing data based on the respective human resources using the services;

associating the policy rule data with the service characterizing data based on the respective policies and rules applying to the services; and

associating the contract data with the service characterizing data based on the respective contractual terms applying to the services as a function of the respective service providers providing the services.

14. The computerized method according to claim 13, further comprising the steps of:

analyzing the billing data with respect to the contract data and the policy rule data to optimize contract offerings for the services; and

reporting possible contract optimizations for the services;

and wherein the user transactions comprise user requested changes to the contract data of the services based on the possible contract optimizations.

15. The computerized method according to claim 13, further comprising the steps of:

detecting policy exceptions using the billing data with respect to the policy rule data; and

reporting possible policy exceptions;

and wherein the user transactions comprise user requested changes to the inventory records causing the possible policy exceptions.

16. The computerized method according to claim 13, further comprising the steps of:

monitoring employee movements based on the billing data, the employee data and the service data indicative of the services allotted to the human resources; and

reporting possible actions to take with respect to the services based on the employee movements;

and wherein the user transactions comprise user requested changes to the inventory records based on the possible actions to take.

17. The computerized method according to claim 11, further comprising the steps of:

producing history related data as a function of changes made to the inventory records; and

storing the history related data in the product database component for backtracking use.

18. The computerized method according to claim 11, wherein the inventory records are formed of tables and fields characterizing the services and the associated equipments in the inventory.

19. The computerized method according to claim 11, further comprising the steps of:

assigning status to the transactions; and

blocking new transactions on the inventory records concerned by the transactions having a pending status until reception of the responses to the service orders corresponding to the transactions.