SYSTEMS AND METHODS FOR PROVIDING A MARKETPLACE FOR ACCESSORIES OF A BUSINESS AUTOMATION SYSTEM

• US 20150120395A1
• Filed: 10/31/2013
• Published: 04/30/2015
• Est. Priority Date: 10/31/2013
• Status: Active Grant

• Current Assignee: ConnectWise, LLC
• Original Assignee: ConnectWise, LLC
• Inventors: Bellini, Arnold III, Brotherton, Linda, Todd, Gerwai
• Granted Patent: US 11,049,057 B2
• Time in Patent Office: Days
• US Class Current: 705/7.36
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling

Abstract

Systems and methods of the present disclosure can facilitate a marketplace for a business automation system comprising at least one processor executing on a computing device. In some embodiments, the system includes an upload module, an accessory creation module, and a download module. The upload module may be configured to receive, responsive to a first user, a configuration of the business automation system of the first user. The accessory creation module may be configured to create, based on the configuration, an accessory comprising at least one of a solution set, a service board, and a project board. The download module may be configured to verify, responsive to a second user, the suitability of the accessory for the business automation system of the second user. The download module may be further configured to transmit the accessory to the second user.

Claims

1. A method of providing a marketplace for a business automation system comprising at least one processor executing on a computing device, the method comprising:

receiving, via an upload module executing on the computing device, responsive to receiving a request from a first user, a configuration of the business automation system of the first user;

creating, via an accessory creation module, based on the configuration, an accessory comprising at least one of a solution set, a service board, and a project board;

verifying, via a download module executing on the computing device, responsive to receiving a request from a second user, the suitability of the accessory for the business automation system of the second user; and

transmitting, via the download module, the accessory to the second user;

wherein the solution set comprises at least one of the service board, the project board, an instructional video, and a checklist.

2. The method of claim 1, wherein:

the accessory comprises at least one of the solution set, the service board, the project board, an agreement, a product configuration, a CRM survey, a custom report, an HTML email template, a project template, a service template, a track, a view, and a workflow rule; and

the solution set comprises at least one of the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule.

3. The method of claim 2, further comprising:

receiving, via a rating module executing on the computing device, responsive to receiving a request from a third user, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule; and

displaying, responsive to receiving a request from a fourth user, the evaluation;

wherein the evaluation represents an opinion of the third user about at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule.

4. The method of claim 1, further comprising paying, via a payment module executing on the computing device, a first fee to the first user.

5. The method of claim 4, wherein the first fee is denoted in currency.

6. The method of claim 4, wherein the first fee is denoted using non-currency units.

7. The method of claim 1, further comprising collecting, via a collection module executing on the computing device, a second fee from the second user.

8. The method of claim 7, wherein the second fee is denoted in currency.

9. The method of claim 7, wherein the second fee is denoted using non-currency units.

10. The method of claim 1, further comprising:

receiving, via a rating module executing on the computing device, responsive to receiving a request from a third user, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, and the checklist; and

displaying, responsive to receiving a request from a fourth user, the evaluation;

wherein the evaluation represents an opinion of the third user about at least one of the solution set, the service board, the project board, the instructional video, and the checklist.

11. The method of claim 1, further comprising:

receiving, via the upload module, responsive to receiving a request from a third user, an application configured to communicate with the business automation system using an application programming interface;

verifying, via the download module, responsive to receiving a request from a fourth user, the suitability of the application for the business automation system of the fourth user; and

transmitting the application to the fourth user.

12. The method of claim 11, further comprising:

receiving, via a rating module executing on the computing device, responsive to receiving a request from a third user, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application; and

displaying, responsive to receiving a request from a fourth user, the evaluation;

wherein the evaluation represents an opinion of the third user about at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application.

13. A marketplace system for a business automation system comprising at least one processor executing on a computing device, the system comprising:

an upload module executing on the computing device, configured to receive, responsive to receiving a request from a first user, a configuration of the business automation system of the first user;

an accessory creation module executing on the computing device, configured to create, based on the configuration, an accessory comprising at least one of a solution set, a service board, and a project board; and

a download module executing on the computing device, configured to;

verify, responsive to a second user, the suitability of the accessory for the business automation system of the second user; and

transmit the accessory to the second user;

wherein the solution set comprises at least one of the service board, the project board, an instructional video, and a checklist.

14. The system of claim 13, wherein:

the accessory comprises at least one of the solution set, the service board, the project board, an agreement, a product configuration, a CRM survey, a custom report, an HTML email template, a project template, a service template, a track, a view, and a workflow rule; and

the solution set comprises at least one of the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule.

15. The system of claim 14, further comprising a rating module executing on the computing device configured to:

receive, responsive to receiving a request from a third user, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule; and

display, responsive to receiving a request from a fourth user, the evaluation;

wherein the evaluation represents an opinion of the third user about at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule.

16. The system of claim 13, further comprising a payment module executing on the computing device, configured to pay a first fee to the first user.

17. The system of claim 16, wherein the first fee is denoted in currency.

18. The system of claim 16, wherein the first fee is denoted using non-currency units.

19. The system of claim 13, further comprising a collection module executing on the computing device, configured to collect a second fee from the second user.

20. The system of claim 19, wherein the second fee is denoted in currency.

21. The system of claim 19, wherein the second fee is denoted using non-currency units.

22. The system of claim 13, further comprising a rating module executing on the computing device configured to:

receive, responsive to receiving a request from a third user, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, and the checklist; and

display, responsive to receiving a request from a fourth user, the evaluation;

wherein the evaluation represents an opinion of the third user about at least one of the solution set, the service board, the project board, the instructional video, and the checklist.

23. The system of claim 13, wherein:

the upload module is configured to receive, responsive to receiving a request from a third user, an application configured to communicate with the business automation system using an application programming interface; and

the download module is configured to;

verify, responsive to receiving a request from a fourth user, the suitability of the application for the business automation system of the fourth user; and

transmit the application to the fourth user.

24. The system of claim 23, further comprising a rating module executing on the computing device configured to:

receive, responsive to receiving a request from a third user, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application; and

display, responsive to receiving a request from a fourth user, the evaluation;

wherein the evaluation represents an opinion of the third user about at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application.