SYSTEM AND METHOD FOR A PLANNER

• US 20110040598A1
• Filed: 10/25/2010
• Published: 02/17/2011
• Est. Priority Date: 09/04/2002
• Status: Abandoned Application

• Current Assignee: Advanced Health Media LLC (IQVIA Holdings, Inc.)
• Original Assignee: Advanced Health Media LLC (IQVIA Holdings, Inc.)
• Inventors: Miller, Greg, McMurtry, Kevin, Brady, Jeffrey
• Application Number:
  US12/911,397
• Publication Number:
  US 20110040598A1
• Time in Patent Office: Days
• US Class Current: 705/7.13
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A planning system and method is disclosed. The planning system includes at least one business rule remote from at least one client, a meeting editor, wherein at least one meeting may be generated for the at least one client by the meeting editor in accordance with at least one of the at least one business rule, and at least one tracker communicatively connected to the meeting editor, wherein the at least one tracker tracks at least two data items selected from the group consisting of invitees to at least one of the at least one meetings, respondents to invitations to the meeting, at least one speaker of the meeting, at least one host of the meeting, finances of the meeting, and a venue of the meeting, and wherein the at least one tracker communicates the at least two data items with the meeting editor. The method may include a receiving a logging onto the application, receiving a meeting identifier, receiving a selection of at least one venue for the meeting, receiving an identification of participants for the meeting, sending the participants invitations to the meeting, assembling statistics on replies to the invitations, sending reminder notices to the participants upon the assembling of statistics, tracking expenses for the meeting, and generating reports concerning the meeting.

Claims

1. A planning system, comprising:

a meeting planner configured to receive a selected parameter;

a non-transitory memory configured to store at least one business rule, wherein the at least one business rule associates parameters amongst themselves;

the meeting planner operatively connected to the non-transitory memory, the meeting planner configured to apply the at least one business rule to the selected parameter to restrict further parameter selection; and

the meeting planner configured to generate a meeting in accordance with parameter selection and the at least one business rule.

2. The planning system of claim 1, wherein the parameters include at least other user selectable parameters.

3. The planning system of claim 1, further comprising:

a tracker operatively connected to the meeting planner to map selected data items.

4. The planner system of claim 1, further comprising a financial module, wherein estimates of cost are generated.

5. The planner system of claim 1, further comprising a security access control module.

6. The planner system of claim 1, wherein the meeting planner comprises:

a meeting set-up module for setting up each meeting; and

a meeting manager for managing each set-up meeting.

7. The planner system of claim 1, wherein said meeting planner further comprises:

a fulfillment request form manager; and

a reporter.

8. The planner system of claim 1, wherein the fulfillment request form manager generates a confirmation form for sending to an invitee upon an acceptance by the invitee of an invitation.

9. The planner system of claim 8, wherein the confirmation form comprises at least one selected from a letter, and email, a facsimile, and an automated telephone call.

10. The planner system of claim 7, wherein the fulfillment request form manager comprises a template, and wherein the elements of the template are selected from the tracker.

19. The planner system of claim 7, wherein the fulfillment request form manager comprises a template, and wherein the elements of the template are selected from said tracker.

20. The planner system of claim 3, wherein said tracker further comprises a travel tracker that tracks travel for at least one of at least one speaker and at least one host.

11. A method for planning a meeting, comprising:

receiving a selected parameter;

storing at least one business rule, wherein the at least one business rule associates parameters amongst themselves;

appling the at least one business rule to the selected parameter to restrict further parameter selection; and

generating a meeting in accordance with parameter selection and the at least one business rule.

12. The method of claim 11, wherein the parameters include at least other user selectable parameters.

13. The method of claim 11, further comprising:

tracking selected data items.

14. The method of claim 11, further comprising generating cost estimates.

15. The method of claim 11, further comprising providing security access control.

16. The method of claim 11, further comprising:

setting up each meeting; and

managing each set-up meeting.

17. The method of claim 11, further comprising:

generating a confirmation form for sending to an invitee upon an acceptance by the invitee of an invitation.

18. The method of claim 18, wherein the confirmation form comprises at least one selected from a letter, and email, a facsimile, and an automated telephone call.