BUSINESS WORKFLOW MANAGEMENT SYSTEMS AND METHODS
First Claim
1. A method, comprising:
- communicating via a workflow management system to a client device associated with a user and deriving a context associated with the user;
analyzing data in one or more data sources via a recommendation engine of the workflow management system to derive contextually-derived tasks for the user, wherein the contextually-derived tasks are relevant, selective, and actionable based on the context to optimize workflow and efficiency of the user;
managing a to-do list for the user comprising the contextually-derived tasks and user-defined tasks; and
selectively updating the to-do list based on changes in the user'"'"'s context and ongoing analysis of the data.
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Abstract
A workflow management system, a client device, and a method describe business workflow management systems and methods optimized for small to medium-sized businesses. The systems and methods can include a recommendation engine to parse through data to provide a finite and optimized to-do list to business owners and employees to optimize business operation and overall productivity recognizing the inherent constraints in small to medium-sized businesses. The recommendations in the to-do list are based on data analysis using a plurality of factors such as context, time, efficiency, etc. The systems and methods are focused on the needs and objectives of business owners in the context of running a more efficient business. The recommendations seek to be relevant, actionable, and contextually-driven to optimize business operations recognizing that small and medium-sized businesses have finite resources during ongoing operations.
42 Citations
20 Claims
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1. A method, comprising:
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communicating via a workflow management system to a client device associated with a user and deriving a context associated with the user; analyzing data in one or more data sources via a recommendation engine of the workflow management system to derive contextually-derived tasks for the user, wherein the contextually-derived tasks are relevant, selective, and actionable based on the context to optimize workflow and efficiency of the user; managing a to-do list for the user comprising the contextually-derived tasks and user-defined tasks; and selectively updating the to-do list based on changes in the user'"'"'s context and ongoing analysis of the data. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A workflow management system, comprising:
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a network interface communicatively coupled to a user through a network; a data store communicatively coupled to one or more data sources; a processor communicatively coupled to the network interface and the data store; and memory storing instructions that, when executed, cause the processor to perform the steps of; communicating to the user and deriving a context associated with the user; analyzing data in the one or more data sources via a recommendation engine to derive contextually-derived tasks for the user, wherein the contextually-derived tasks are relevant, selective, and actionable based on the context to optimize workflow and efficiency of the user; managing a to-do list for the user comprising the contextually-derived tasks and user-defined tasks; and selectively updating the to-do list based on changes in the user'"'"'s context and ongoing analysis of the data. - View Dependent Claims (14, 15, 16, 17, 18, 19)
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20. A client device, comprising:
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a network interface communicatively coupled to a workflow management system through a network; a location determination device configured to identify a real-time location of the client device; a processor communicatively coupled to the network interface and the location determination device; and memory storing instructions that, when executed, cause the processor to perform the steps of; communicating to the workflow management system to provide a context and location associated with the user; receiving contextually-derived tasks for the user, wherein the contextually-derived tasks for the user are responsive to data in one or more data sources that is analyzed by a recommendation engine in the workflow management system, wherein the contextually-derived tasks are relevant, selective, and actionable based on the context to optimize workflow and efficiency of the user; managing a to-do list for the user comprising the contextually-derived tasks and user-defined tasks; and selectively updating the to-do list based on changes in the user'"'"'s context and ongoing analysis of the data.
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Specification