SYSTEM AND METHOD FOR TOTAL RESOURCE MANAGEMENT

• US 20110166904A1
• Filed: 12/23/2010
• Published: 07/07/2011
• Est. Priority Date: 12/24/2009
• Status: Abandoned Application

• Current Assignee: Clearspire Service Co. LLC
• Original Assignee: Clearspire Service Co. LLC
• Inventors: Iffergan, Eyal, Brandt, Jeffrey, ARROWOOD, Bryce, Capy, Joshua
• Application Number:
  US12/978,112
• Publication Number:
  US 20110166904A1
• Time in Patent Office: Days
• US Class Current: 705/7.23
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment

Abstract

A method for total resource management of at least one project for at least one knowledge-based practice, comprising: receiving, in at least two practice management applications, employee data for at least one employee and/or client data for at least one client; integrating data from the at least two practice management applications utilizing at least one enterprise application; and creating, at least one project management model utilizing the integrated data, the at least one project management model enabling clients and employees to interact and/or manage metrics of the knowledge-based practice.

Claims

1. A method for total resource management of at least one project for at least one knowledge-based practice, comprising:

receiving, in at least two practice management applications, employee data for at least one employee and/or client data for at least one client;

integrating data from the at least two practice management applications utilizing at least one enterprise application; and

creating, at least one project management model utilizing the integrated data, the at least one project management model enabling clients and employees to interact and/or manage metrics of the knowledge-based practice.

2. The method of claim 1, further comprising:

providing a single integrated real-time view of the activities taking place across the at least two practice management application.

3. The method of claim 1, further comprising:

managing communications between clients and/or employees.

4. The method of claim 1, further comprising:

utilizing the metrics for the purpose of evaluating project processes.

5. The method of claim 1, further comprising:

combining budget and actual costs with evaluation metrics from project participants into a project management outline illustrating real-time situational analysis.

6. The method of claim 1, wherein the at least two practice management applications comprise:

at least one accounting application;

at least one finance application;

at least one document management application;

at least one case management application;

at least one records management application;

at least one library application;

at least one research application;

at least one conflict of interest application;

at least one relationship management application;

at least one unified messaging application;

at least one law application;

at least one project management application;

at least one technology application;

or at least one desktop productivity application;

or any combination thereof.

7. The method of claim 1, wherein the at least one enterprise application comprises:

at least one employee management application;

at least one project management application;

at least one matter staging application;

at least one reporting application.

8. The method of claim 1, wherein a single integrated real-time view of activities taking place across various communities is provided.

9. The method of claim 8, wherein the various communities utilize:

at least one website;

at least one intranet;

at least one extranet.

10. The method of claim 1, wherein project oversight is provided to at least one client.

11. The method of claim 1, wherein employee HR needs are managed.

12. The method of claim 1, wherein the fixed price units are fixed price budgets comprising:

estimates of actual work product costs;

estimates of reasonable administrative costs;

estimates of reasonable research and support costs;

estimates of reasonable buffer costs;

or any combination thereof.

13. The method of claim 1, further comprising:

assessing resource needs for the at least one project utilizing the integrated and aggregated data;

assessing team member needs for the at least one project utilizing the integrated and aggregated data; and

defining budget parameters for the at least one project utilizing information obtained from at least one team member.

14. The method of claim 13, wherein all team members sign off on their respective responsibilities and budgets.

15. The method of claim 1, further comprising:

gathering the integrated data from the at least one project in the interim of the at least one project or at the end of the at least one project.

16. The method of claim 15, further comprising:

analyzing profitability;

performance and best practices of the team;

analyzing professionalism;

collaborative skills; and

skill sets of the team members;

or

analyzing client satisfaction;

or any combination thereof.

17. The method of claim 1, further comprising:

closing the at least one project by closing the at least two practice management applications.

18. The method of claim 1, further comprising:

providing at least, one community for the at least one project, where the at least one community comprises;

at least one team member;

at least one provider;

at least one administrator;

at least one client;

or any combination thereof.

19. The method of claim 1, wherein the at least one community is displayed utilizing at least one hallway.

20. The method of claim 1, wherein the at least one project management model comprises information related to at least one person, comprising:

availability and/or workload of at least one person;

at least one person in at least one geographic area and/or at least one practice area;

at least one person participating in at least one matter;

at least one email address and/or phone number that can be utilized to contact that at least one person;

or

any combination thereof.

21. The method of claim 1, wherein the at least one person is accessed by various communication options, comprising:

telephone communication and/or video communication.

22. The method of claim 1, wherein the at least one project management model comprises at least one dashboard for at least one employee, comprising:

information related to at least one matter;

information related to at least one assignment to be accomplished;

knowledge-based practice notice information;

internal wiki and/or discussion information;

relevant news information;

or

any combination thereof.

23. The method of claim 1, wherein the integrating data further comprises:

storing information related to at least one matter in at least one database as at least one phase, task, or activity, or any combination thereof; and

searching the at least one database for information related to the at least one matter, phase, task, or activity, or any combination thereof.

24. The method of claim 23, wherein information related to the at least one matter, phase, task, or activity, or any combination thereof, comprises:

estimate information;

responsibility information;

review information;

or any combination thereof.

25. The method of claim 1, further comprising:

storing encounter information related to at least one person in at least one database.

27. The method of claim 1, wherein the metrics comprise:

qualitative metrics;

efficiency metrics;

or budgetary metrics;

or any combination thereof.

28. The method of claim 1, wherein the integrating data further comprises:

storing relevant experience gained while working and/or while not working for the at least one knowledge-based practice as at least one category of experience in at least one database; and

searching the at least one database for experience related to at least one new project.

29. The method of claim 4, wherein the relevant experience is categorized by:

practice group;

area of practice;

type of work;

amount of time working;

or any combination thereof.

26. The method of Clam 1, wherein the knowledge-baed practice comprises:

at least one law practice;

at least one consulting practice;

at least one technology practice;

at least one financial practice;

at least one document management practice;

at least one case management practice;

at least one records management practice;

at least one library management practice;

at least one research management practice;

at least one conflict of interest management practice;

at least one relationship management practice;

at least one unified messaging management practice;

at least one desktop productivity management practice;

or at least one accounting practice;

or any combination thereof.

30. A system for total resource management of at least one project for at least one knowledge-based practice, comprising:

at least one processor configured for;

receiving, in at least two practice management applications, employee data for at least one employee and/or client data for at least one client;

integrating data from the at least two practice management applications utilizing at least one enterprise application; and

creating, at least one project management model utilizing the integrated data, the at least one project management model enabling clients and employees to interact and/or manage metrics of the knowledge-based practice.