METHOD OF MANAGING A CONFIDENTIAL MODERATED CROWDSOURCE PROBLEM SOLVING SYSTEM

• US 20140214468A1
• Filed: 02/10/2013
• Published: 07/31/2014
• Est. Priority Date: 01/25/2013
• Status: Abandoned Application

• Current Assignee: IdeaConnection Ltd. (BrainBank, Inc.)
• Original Assignee: IdeaConnection Ltd. (BrainBank, Inc.)
• Inventors: Wurtele, Scott Hunter, Wagorn, Paul Edward, Knopp, Daniel Jonathan, Burkhardt, Lavern Alfred
• Application Number:
  US13/763,714
• Publication Number:
  US 20140214468A1
• Time in Patent Office: Days
• US Class Current: 705/7.14
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management

Abstract

Internet web server based method/system for providing confidential, moderated, crowdsourced problem solving resources to solve various problems. A crowdsource database of various skilled individuals interested in acting as problem solvers and team facilitators is provided, along with a database of client proposed problems, divided into non-confidential and confidential problem statement sections, key skills needed, and other criteria. These criteria are used as an index to the crowdsource database, and potential matches found. An administrator uses a server provided dashboard GUI, and the non-confidential problem statements, to pick among the various proposed matches, determine interest, and form small facilitator moderated teams. After suitable NDA, the confidential problem statement is revealed, and the teams interact confidentially with the client through the server. Facilitator moderation, problem restatement, and other methods reduce burden on the client and improve solution quality. Client accepted solutions, optionally after team release of IP, result in team member payment.

Claims

1. A computerized method of managing a confidential, moderated, crowdsourced problem solving process, said method comprising:

storing a plurality of problem solvers, facilitators and a list of their skills, personal background, and problem solving experience in a crowdsource computer database;

storing a plurality of problem statements, each problem statement having a non-confidential part, a confidential part and a solution payment amount, each problem statement further having an explicit or default list of relevant problem skills, and a list of problem solver and facilitator inclusions or exclusions, and an associated client in a problem computer database;

solving at least one problem by;

using said problem to search said problem computer database for said list of explicit or default list of problem skills, and list of problem solver and facilitator exclusions;

using said list of relevant problem skills, and list of problem solver facilitator exclusions as an index to said crowdsource computer database to select matching problem solvers or matching facilitators that match said lists;

displaying said list of matching problem solvers and facilitators in a dashboard GUI, along with at least some information or links to information pertaining to their skills, personal background and problem solving experience;

using said dashboard GUI to select at least one candidate facilitator to moderate said problem solving process, and a plurality of candidate problem solvers to participate in said problem solving process, and transmit a solving invitation comprising the non-confidential part of said problem statement and unsigned NDA agreements to said at least one candidate facilitator and plurality candidate problem solvers;

providing a confidential electronic team workspace for said problem;

providing an electronic client workspace for said problem;

providing the confidential part of said problem statement;

using said workspace to transmit team proposed and facilitator approved potential problem solutions to said client workspace;

wherein if said client accepts said potential problem solution, and wishes to obtain IP rights prior to release of said solution payment amount, transmitting unsigned IP release forms to said team, and upon receipt of signed IP release forms, then transmitting said solution payment amount to said team.

2. The method of claim 1, wherein at least prior to transmission of said unsigned IP release forms, the identity of said client is not disclosed to said team, and the identity of the team facilitator(s) and team problem solvers is not disclosed to said client.

3. The method of claim 1, wherein after providing the confidential part of said problem statement, further performing the steps of:

obtaining a facilitator moderated problem restatement from said team, and using said team workspace to transmit said problem restatement to said client workspace; and

using said client workspace to transmit client approval, modification, or rejection of said restatement to said team workspace.

4. The method of claim 3, wherein after providing said problem restatement to said client, further scheduling at least one voice communications session between said team and said client.

5. The method of claim 1, wherein after providing the confidential part of said problem statement, further performing the steps of:

obtaining facilitator moderated problem questions from said team, and using said team workspace to transmit said facilitator moderated questions to said client workspace;

obtaining client answers from said client, and using said client workspace to transmit said client answers to said team workspace.

6. The method of claim 1, further obtaining mutual evaluations of all team members, and for each problem solver or facilitator, and further storing said mutual evaluations in said crowdsource computer database.

7. The method of claim 1, wherein said dashboard GUI further displays the status of a plurality of problems originating from at least one client, along with a list of one or more teams associated with each problem, and team status information.

8. The method of claim 1, further using a web server to provide said team workspace and said client workspace as one or more web pages or app screens over the Internet, and wherein said team members and said clients interact with said team workspace and said client workspace using web browsers or application software running on team member or client computerized devices connected to the Internet.

9. The method of claim 1, further using a web server to provide each individual problem solver and facilitator with their own home page as one or more web pages or app screens over the Internet using web browsers or application software running on each problem solver'"'"'s or facilitator'"'"'s computerized device connected to the Internet;

said home page comprising a list of problems that each individual problem solver or facilitator has been invited to solve, and problems that they are currently working on.

10. The method of claim 1, wherein said teams comprise one facilitator and between 2-10 problem solvers.

11. The method of claim 1, wherein upon receipt of signed NDA agreements from said at least one candidate facilitator and plurality of candidate problem solvers, further using said dashboard GUI to select at least one candidate facilitator and plurality of candidate problem solvers to constitute a problem solving team comprising at least one chosen facilitator and a plurality of chosen problem solvers, and transmitting a team formation message to said team.

12. A computerized method of managing a confidential, moderated, crowdsourced problem solving process, said method comprising:

storing a plurality of problem solvers, facilitators and a list of their skills, personal background, and problem solving experience in a crowdsource computer database;

storing a plurality of problem statements, each problem statement having a non-confidential part and a confidential part and a solution payment amount, each problem statement further having an explicit or default list of relevant problem skills, and list of problem solver and facilitator inclusions or exclusions, and an associated client in a problem computer database;

solving at least one problem by;

using said problem to search said problem computer database for said list of explicit or default list of problem skills, and list of problem solver and facilitator inclusions or exclusions;

using said list of relevant problem skills, and list of problem solver facilitator inclusions or exclusions as an index to said crowdsource computer database to select matching problem solvers or matching facilitators that match said lists;

displaying said list of matching problem solvers and facilitators in a dashboard GUI, along with at least some information or links to information pertaining to their skills, personal background and problem solving experience;

wherein said dashboard GUI further displays the status of a plurality of problems originating from at least one client, along with a list of one or more teams associated with each problem, and team status information;

using said dashboard GUI to select at least one candidate facilitator to moderate said problem solving process, and a plurality of candidate problem solvers to participate in said problem solving process, and transmit a solving invitation comprising the non-confidential part of said problem statement and unsigned NDA agreements to said at least one candidate facilitator and plurality candidate problem solvers;

upon receipt of signed NDA agreements from said at least one candidate facilitator and plurality of candidate problem solvers, further using said dashboard GUI to select at least one candidate facilitator and plurality of candidate problem solvers to constitute a problem solving team comprising at least one chosen facilitator and a plurality of chosen problem solvers, and transmitting a team formation message to said team;

providing a confidential electronic team workspace for said problem;

providing an electronic client workspace for said problem;

providing the confidential part of said problem statement;

obtaining a facilitator moderated problem restatement from said team, and using said team workspace to transmit said problem restatement to said client workspace; and

using said client workspace to transmit client approval, modification, or rejection of said restatement to said team workspace;

using said workspace to transmit team proposed and facilitator approved potential problem solutions to said client workspace;

wherein if said client accepts said potential problem solution, and wishes to obtain IP rights prior to the release of said solution payment amount, transmitting unsigned IP release forms to said team, and upon receipt of signed IP release forms, then transmitting said solution payment amount to said team;

wherein at least prior to transmission of any said unsigned IP release forms, the identity of said client is not disclosed to said team.

13. The method of claim 12, wherein at least prior to transmission of said unsigned IP release forms, the identity of the team facilitator(s) and team problem solvers is also not disclosed to said client.

14. The method of claim 12, wherein after providing the confidential part of said problem statement, further performing the steps of:

obtaining facilitator moderated problem questions from said team, and using said team workspace to transmit said facilitator moderated questions to said client workspace;

obtaining client answers from said client, moderating said client questions at a system administrator level or at a facilitator level, and using said client workspace to transmit said client answers to said team workspace.

15. The method of claim 12, further obtaining mutual evaluations of all team members, and for each problem solver or facilitator, and further storing said mutual evaluations in said crowdsource computer database.

16. The method of claim 12, further using a web server to provide said team workspace and said client workspace as one or more web pages or app screens over the Internet, and wherein said team members and said clients interact with said team workspace and said client workspace using web browsers or application software running on team member or client computerized devices connected to the Internet;

and

further using a web server to provide each individual problem solver and facilitator with their own home page as one or more web pages or app screens over the Internet using web browsers or application software running on each problem solver'"'"'s or facilitator'"'"'s computerized device connected to the Internet;

said home page comprising a list of problems that each individual problem solver or facilitator has been invited to solve, and problems that they are currently working on.

17. A computerized method of managing a confidential, moderated, crowdsourced problem solving process, said method comprising:

storing a plurality of problem solvers, facilitators and a list of their skills, personal background, and problem solving experience in a crowdsource computer database;

storing a plurality of problem statements, each problem statement having a non-confidential part and a confidential part and a solution payment amount, each problem statement further having an explicit or default list of relevant problem skills, and list of problem solver and facilitator inclusions or exclusions, and an associated client in a problem computer database;

solving at least one problem by;

using said problem to search said problem computer database for said list of explicit or default list of problem skills, and list of problem solver and facilitator inclusions or exclusions;

using said list of relevant problem skills, and list of problem solver facilitator inclusions or exclusions as an index to said crowdsource computer database to select matching problem solvers or matching facilitators that match said lists;

displaying said list of matching problem solvers and facilitators in a dashboard GUI, along with at least some information or links to information pertaining to their skills, personal background and problem solving experience;

wherein said dashboard GUI further displays the status of a plurality of problems originating from at least one client, along with a list of one or more teams associated with each problem, and team status information;

using said dashboard GUI to select at least one candidate facilitator to moderate said problem solving process, and a plurality of candidate problem solvers to participate in said problem solving process, and transmit a solving invitation comprising the non-confidential part of said problem statement and unsigned NDA agreements to said at least one candidate facilitator and plurality candidate problem solvers;

upon receipt of signed NDA agreements from said at least one candidate facilitator and plurality of candidate problem solvers, further using said dashboard GUI to select at least one candidate facilitator and plurality of candidate problem solvers to constitute a problem solving team comprising at least one chosen facilitator and a plurality of chosen problem solvers, and transmitting a team formation message to said team;

providing a confidential electronic team workspace for said problem;

providing an electronic client workspace for said problem;

providing the confidential part of said problem statement;

obtaining a facilitator moderated problem restatement from said team, and using said team workspace to transmit said problem restatement to said client workspace; and

using said client workspace to transmit client approval, modification, or rejection of said restatement to said team workspace;

wherein after providing said problem restatement to said client, further scheduling at least one voice communications session between said team and said client;

obtaining facilitator moderated problem questions from said team, and using said team workspace to transmit said facilitator moderated questions to said client workspace;

obtaining client answers from said client, and using said client workspace to transmit said client answers to said team workspace;

using said workspace to transmit team proposed and facilitator approved potential problem solutions to said client workspace;

wherein if said client accepts said potential problem solution, and wishes to obtain IP rights prior to release of said solution payment amount, transmitting unsigned IP release forms to said team, and upon receipt of signed IP release forms, then transmitting said solution payment amount to said team;

wherein at least prior to transmission of said unsigned IP release forms, the identity of said client is not disclosed to said team, and the identity of said team is not disclosed to said client; and

further obtaining mutual evaluations of all team members, and for each problem solver or facilitator, and further storing said mutual evaluations in said crowdsource computer database.

18. The method of claim 17, further using a web server to provide said team workspace and said client workspace as one or more web pages or app screens over the Internet, and wherein said team members and said clients interact with said team workspace and said client workspace using web browsers or application software running on team member or client computerized devices connected to the Internet;

and

further using a web server to provide each individual problem solver and facilitator with their own home page as one or more web pages or app screens over the Internet using web browsers or application software running on each problem solver'"'"'s or facilitator'"'"'s computerized device connected to the Internet;

said home page comprising a list of problems that each individual problem solver or facilitator has been invited to solve, and problems that they are currently working on.

19. The method of claim 17, further moderating said client questions at a system administrator level or at a facilitator level before using said client workspace to transmit said client answers to said team workspace.