AUGMENTATION OF A USER PARTICIPATION OF A SALES AND OPERATIONS PLAN THROUGH AN OFF THE SHELF SPREADSHEET APPLICATION WITH A PLUG-IN

• US 20120130756A1
• Filed: 11/22/2010
• Published: 05/24/2012
• Est. Priority Date: 11/22/2010
• Status: Abandoned Application

• Current Assignee: Steelwedge Software Incorporated (E2open Parent Holdings, Inc.)
• Original Assignee: Steelwedge Software Incorporated (E2open Parent Holdings, Inc.)
• Inventors: AGRAWAL, CHANDRA P., Margolis, Glen William
• Application Number:
  US12/951,080
• Publication Number:
  US 20120130756A1
• Time in Patent Office: Days
• US Class Current: 705/7.11
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management

Abstract

In one embodiment, a method of a server device includes determining a date to send an e-mail alert based on a flexible calendar of a sales and operations plan. The method also includes recording a response of a user to the e-mail alert. The method further includes tracking a participation of the sales and operations plan based on the response of the user to the e-mail alert. The method also includes generating a report based on the participation. In addition, the method includes generating a reminder when the participation is below a threshold of the participation. The method also includes increasing the participation of the sales and operations plan such that a percentage of the response of the user is increased.

Claims

1. A method of a server device comprising:

determining, through a processor, a date to send an email alert based on a flexible calendar of a sales and operations plan;

recording a response of a user to the email alert;

tracking a participation of the sales and operations plan based on the response of the user to the email alert;

generating a report based on the participation;

generating a reminder when the participation is below a threshold of the participation; and

increasing the participation of the sales and operations plan such that a percentage of the response of the user is increased.

2. The method of claim 1 wherein:

the flexible calendar is a calendar that is adjustable based on a process step;

the sales and operations plan is a sales and operations plan; and

the process step is one of a sales forecasting step, a demand planning step, a supply planning step, a reconciliation step, and a finalizing step, wherein the reconciliation step comprises matching a supply plan with a demand plan.

3. The method of claim 2 wherein:

the email alert comprises a unique identification such that the response of the user is traceable based on the unique identification and such that the report of the participation of the sales and operations plan is generated based on the unique identification.

4. The method of claim 3 wherein:

the email alert is customizable based on a template, wherein the template comprises a link, the report, and a dashboard.

5. The method of claim 4 wherein:

the participation is the percentage of the response of the user to the email alert; and

the response to the email alert comprises an input of a data to the sales and operations plan.

6. The method of claim 5 wherein:

the report of the participation is exception based such that the user is prompted to respond to an exception; and

the exception is a deviation from an expected value based on a calculation of the sales and operations plan.

7. The method of claim 6 wherein:

the report of the participation is presentable in a format comprising a list of the user that responded to the email alert, a comparison of the participation of a first month with the participation of a second month, and the percentage of the response based on the process step.

8. The method of claim 7 wherein:

the reminder is a notification to the user such that the user is reminded to respond to the email alert.

9. The method of claim 8 further comprising:

embedding the link to a spreadsheet program in the email alert, wherein the spreadsheet program is available off the shelf.

10. The method of claim 9 further comprising:

creating a demand plan in a distributed cloud infrastructure based on a demand-forecasting algorithm that considers multi-party input in client-side visualizations of a certain aspect of the demand plan appropriate to a demand-side stakeholder based on a rules-based algorithm that considers an demand-side access privilege and a demand-side role of the demand-side stakeholder;

creating a supply plan in the distributed cloud infrastructure based on a supply-forecasting algorithm that considers multi-party input in client-side visualizations of a particular aspect of the supply plan appropriate to a supply-side stakeholder based on a rules-based algorithm that considers a supply-side access privilege and a supply-side role of the supply-side stakeholder;

determining that a set of processing units in the distributed cloud infrastructure is available to process the demand plan and the supply plan;

applying a planning algorithm using a combined processing power of available ones of the set of processing units in the distributed cloud infrastructure to create a build plan when the at least one of the demand plan and the supply plan is processed in the distributed cloud infrastructure; and

reverting to a dedicated server processing to create the build plan when the set of processing units in the distributed cloud infrastructure is unavailable.

11. The method of claim 1 in the form of a machine-readable medium embodying a set of instructions that, when executed by a machine, cause the machine to perform the method of claim 1.

12. A method of a client device comprising:

processing an email alert of a sales and operations plan based on a date based on a flexible calendar;

permitting a response of a user to the email alert;

responding to request of the user to the email alert such that a participation of the sales and operations plan based is traceable;

processing a report based on the participation;

processing a reminder when the participation is below a threshold of the participation; and

increasing the participation of the sales and operations plan such that a percentage of the response of the user is increased.

13. The method of claim 12 wherein:

the flexible calendar is a calendar that is adjustable based on a process step;

the sales and operations plan is a sales and operations plan; and

the process step is one of a sales forecasting step, a demand planning step, a supply planning step, a reconciliation step, and a finalizing step, wherein the reconciliation step comprises matching a supply plan with a demand plan.

14. The method of claim 13 wherein:

the email alert comprises a unique identification such that the response of the user is traceable based on the unique identification and such that the report of the participation of the sales and operations plan is generated based on the unique identification.

15. The method of claim 14 wherein:

the email alert is customizable based on a template, wherein the template comprises a link, the report, and a dashboard.

16. The method of claim 15 wherein:

the participation is the percentage of the response of the user to the email alert; and

the response to the email alert comprises an input of a data to the sales and operations plan.

17. The method of claim 16 wherein:

the report of the participation is exception based such that the user is prompted to respond to an exception; and

the exception is a deviation from an expected value based on a calculation of the sales and operations plan.

18. The method of claim 17 wherein:

the report of the participation is presentable in a format comprising a list of the user that responded to the email alert, a comparison of the participation of a first month with the participation of a second month, and the percentage of the response based on the process step.

19. The method of claim 18 wherein:

the reminder is a notification to the user such that the user is reminded to respond to the email alert.

20. A system comprising:

a server device to calculate a participation of a sales and operations plan;

a client device to process a request of a user such that the participation of the user is calculable;

an email alert to collect the participation of the user;

a flexible calendar to determine a date of the email alert;

a reminder to remind the user to respond to the email alert when the participation of the sales and operations plan is below a threshold; and

an embedded spreadsheet coupled to the email alert to permit the user to enter a data of the sales and operations plan.