SYSTEM AND METHOD FOR PLANNING A SCHEDULE FOR A WORKER BASED ON SCHEDULED EVENTS AND SUGGESTED ACTIVITIES
First Claim
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1. A system for determining suggested activities relating to sales of products for one or more workers of a company, the system comprising:
- a non-transitory electronic storage configured to;
store information related to a schedule for a first worker, the schedule comprising a plurality of scheduled activities for the first worker; and
one or more physical processors configured to execute computer program instructions, comprising;
a suggestion management component configured to;
determinea first suggested activity for the first worker, wherein the first suggested activity comprises a sales activity of a first product to a first customer, and wherein the determination of the first suggested activity is based on a first set of activities for the first worker for a first time period, the schedule for the first worker, and an activity value that learned knowledge by the system regarding a value of performing the first suggested activity in the first time period, wherein the activity value is calculated baseda performance metric that considers historical performance of a previous execution of the first suggested activity; and
an activity management component configured to;
output, to the first worker, the schedule for the first worker for the first time period;
output, to the first worker, the first suggested activity for the first worker with the schedule.
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Abstract
A system and method for managing workflow including the ability to manage system-level workflow strategy, manage individual workflow activity, and provide suggestions to optimize individual workflow activity, is provided. The system may provide suggestions to workers based on their schedules and activities that the workers have to perform. Users of the system may configure the criteria used in determining which suggestions to provide to workers. The system may refine the suggestions provided to workers based on feedback received regarding the suggestions previously provided.
13 Citations
33 Claims
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1. A system for determining suggested activities relating to sales of products for one or more workers of a company, the system comprising:
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a non-transitory electronic storage configured to; store information related to a schedule for a first worker, the schedule comprising a plurality of scheduled activities for the first worker; and one or more physical processors configured to execute computer program instructions, comprising; a suggestion management component configured to; determine a first suggested activity for the first worker, wherein the first suggested activity comprises a sales activity of a first product to a first customer, and wherein the determination of the first suggested activity is based on a first set of activities for the first worker for a first time period, the schedule for the first worker, and an activity value that learned knowledge by the system regarding a value of performing the first suggested activity in the first time period, wherein the activity value is calculated based a performance metric that considers historical performance of a previous execution of the first suggested activity; and an activity management component configured to; output, to the first worker, the schedule for the first worker for the first time period; output, to the first worker, the first suggested activity for the first worker with the schedule. - View Dependent Claims (2, 3, 5, 6, 7, 8, 9, 10, 31)
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4. (canceled)
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11. A method for determining suggested activities relating to sales of products for one or more workers of a company, the method being implemented in a computer system comprising one or more physical processors configured to execute computer program instructions, the method comprising:
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storing, by the one or more physical processors, information related to a schedule for a first worker, the schedule comprising a plurality of scheduled activities for the first worker; and determining by the one or more physical processors, a first suggested activity for the first worker, wherein the first suggested activity comprises a sales activity of a first product to a first customer, and wherein the determination of the first suggested activity is based on a first set of activities for the first worker for a first time period, the schedule for the first worker, and an activity value that represents learned knowledge by the system regarding a value of performing the first suggested activity in the first time period, wherein the activity value is calculated based a performance metric that considers historical performance of previous execution of the first suggested activity; and outputting to the first worker, by the one or more physical processors, the schedule for the first worker for the first time period; and outputting to the first worker, by the one or more physical processors, the first suggested activity for the first worker with the schedule. - View Dependent Claims (12, 13, 15, 16, 17, 18, 19, 20, 32)
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14. (canceled)
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21. A non-transitory electronic storage media storing information related to determining suggested activities relating to sales of products for one or more workers of a company, the stored information comprising:
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information related to a schedule for a first worker, the schedule comprising a plurality of scheduled activities for the first worker; and instructions configured to cause a client computing device to; determine a first suggested activity for the first worker, wherein the first suggested activity comprises a sales activity of a first product to a first customer, and wherein the determination of the first suggested activity is based on a first set of activities for the first worker for a first time period, the schedule for the first worker, and an activity value that represents learned knowledge by the system regarding a value of performing the first suggested activity in the first time period, wherein the activity value is calculated based a performance metric that considers historical performance of a previous execution of the first suggested activity; and output, to the first worker, the schedule for the first worker for the first time period; output, to the first worker, the first suggested activity for the first worker with the schedule. - View Dependent Claims (22, 23, 25, 26, 27, 28, 29, 30, 33)
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24. (canceled)
Specification