Organizational Network Analysis System For Mergers, Acquisitions and Reorganizations

• US 20200134540A1
• Filed: 10/24/2018
• Published: 04/30/2020
• Est. Priority Date: 10/24/2018
• Status: Abandoned Application

• Current Assignee: Cognitive Talent Solutions, Inc.
• Original Assignee: Cognitive Talent Solutions, Inc.
• Inventors: MARIN RUZ, Francisco, HRTANEK, Viktor
• Application Number:
  US16/168,970
• Publication Number:
  US 20200134540A1
• Time in Patent Office: Days
• CPC Class Codes: G06F 16/2282 Tablespace storage structures; Management thereof
• CPC Class Codes: G06F 16/2456 Join operations
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/063118 Staff planning in a project environment

Abstract

The invention performs a simulation of a new organization, created as a result of merger, acquisition or reorganization, including the steps of receiving information about teams in the new organization, information about open positions, at least one employee table that provides records for a plurality of employees, where at least one of the employees is to be assigned to a team in the new organization; matching constraints that are used to match employees with teams, and balancing constraints that are used to balance teams, for at least one employee to be assigned to a team, determining that the employee matches an open position on a team based on the matching constraints, assigning the employee to the open position on the team; and for at least one team, reassigning an employee to a different team based on the balancing constraints.

Claims

1. A server-implemented method for performing a simulation of a new organization, comprising:

receiving (1) information about teams in a new organization, (2) information about open positions on the teams, (3) at least one employee table that provides records for a plurality of employees, wherein at least one of the employees is to be assigned to a position on a team in the new organization;

(3) matching constraints that are used to match employees with positions, and (4) balancing constraints that are used to balance teams;

creating a target table that includes a row for each employee to be assigned to a team in the new organization;

for at least one employee to be assigned to a team, determining that the employee matches an open position on a team based on the matching constraints; and

assigning the employee to the open position on the team; and

for at least one team, reassigning an employee to a different team based on the balancing constraints.

2. The method of claim 1 wherein the at least one employee table comprises (1) a table of non-managerial employees from an acquired organization, and (2) a table of non-managerial employees from an acquiring organization, and wherein a table of non-managerial employees for an organization includes a row for each non-managerial employee in the organization wherein a row for a non-managerial employee includes a column that specifies a first line manager, and wherein creating a target table comprises (1) creating a new table that includes each of the rows of the table from the acquired organization and each of the rows of the table from the acquiring organization, and (2) removing information about the first line manager from each row in the target table that corresponds to an employee in the acquired organization.

3. The method of claim 1 wherein the at least one employee table comprises (1) a table of non-managerial employees from a first organization to be merged, and (2) a table of non-managerial employees from a second organization to be merged, and wherein a table of non-managerial employees for an organization includes a row for each non-managerial employee in the organization wherein a row for a non-managerial employee includes a column that specifies a first line manager, and wherein creating a target table comprises (1) creating a new table that includes each of the rows of the table from the first organization and each of the rows of the table from the second organization, and (2) removing information about the first line manager from each row in the target table.

4. The method of claim 1 wherein the at least one employee table comprises a table of non-managerial employees from an organization being reorganized, and wherein creating a target table comprises (1) creating a new table that includes each of the rows of the table from the organization being reorganized, and (2) removing information about the first line manager from each row in the target table.

5. The method of claim 1 wherein determining that the employee matches an open position on a team comprises:

determining that employee fully matches the criteria for at least one open position associated with the one team.

6. The method of claim 1 wherein determining that the employee matches an open position on a team comprises:

determining that employee does not fully match the criteria for any open position on the team; and

determining that employee partially matches the criteria for at least one position on the team.

7. The method of claim 1 wherein reassigning an employee to a different team based on the balancing constraints comprises:

determining that the team the employee is assigned to has an imbalance with respect to a balancing constraint;

determining that a different team has a complementary imbalance with respect to the balancing constraint; and

swapping the employee with an employee on the different team.

8. The method of claim 1 further comprising:

creating a table for employees that could not be matched; and

and

for each employee that did not match a team, assigning the employee to the table for employees that could not be matched.

9. The method of claim 1 wherein at least one matching constraint is selected from the group consisting of location, skill, seniority, and education.

10. The method of claim 1 wherein at least one balancing constraint is selected from the group consisting of age group, gender, race, team size, seniority, education, and engagement.

18. The device of claim 1 wherein the instructions, when executed by the processor, further cause the server:

to create a table for employees that could not be matched; and

and

for each employee that did not match a team, assigning the employee to the table for employees that could not be matched.

11. A server computer, comprising:

a processor;

a communication interface in communication with the processor;

a data storage for storing results;

a nontransitory memory in communication with the processor for storing instructions, which when executed by the processor, cause the server;

to receive (1) information about teams in a new organization (2) information about open positions on the teams, (3) at least one employee table that provides records for a plurality of employees, wherein at least one of the employees is to be assigned to a position on a team in the new organization;

(3) matching constraints that are used to match employees with positions, and (4) balancing constraints that are used to balance teams;

to create a target table that includes a row for each employee to be assigned to a team in the new organization;

for at least one employee to be assigned to a team, to determine that the employee matches an open position on a team based on the matching constraints; and

to assign the employee to the open position on the team; and

for at least one team, to reassign an employee to a different team based on the balancing constraints.

12. The device of claim 11 wherein the at least one employee table comprises (1) a table of non-managerial employees from an acquired organization, and (2) a table of non-managerial employees from an acquiring organization, and wherein a table of non-managerial employees for an organization includes a row for each non-managerial employee in the organization wherein a row for a non-managerial employee includes a column that specifies a first line manager, and wherein creating a target table comprises (1) creating a new table that includes each of the rows of the table from the acquired organization and each of the rows of the table from the acquiring organization, and (2) removing information about the first line manager from each row in the target table that corresponds to an employee in the acquired organization.

13. The device of claim 11 wherein the at least one employee table comprises (1) a table of non-managerial employees from a first organization to be merged, and (2) a table of non-managerial employees from a second organization to be merged, and wherein a table of non-managerial employees for an organization includes a row for each non-managerial employee in the organization wherein a row for a non-managerial employee includes a column that specifies a first line manager, and wherein creating a target table comprises (1) creating a new table that includes each of the rows of the table from the first organization and each of the rows of the table from the second organization, and (2) removing information about the first line manager from each row in the target table.

14. The device of claim 11 wherein the at least one employee table comprises a table of non-managerial employees from an organization being reorganized, and wherein creating a target table comprises (1) creating a new table that includes each of the rows of the table from the organization being reorganized, and (2) removing information about the first line manager from each row in the target table.

15. The device of claim 11 wherein determining that the employee matches an open position on a team comprises:

determining that employee fully matches the criteria for at least one open position associated with the one team.

16. The device of claim 11 wherein determining that the employee matches an open position on a team comprises:

determining that employee does not fully match the criteria for any open position on the team; and

determining that employee partially matches the criteria for at least one position on the team.

17. The device of claim 11 wherein reassigning an employee to a different team based on the balancing constraints comprises:

determining that the team the employee is assigned to has an imbalance with respect to a balancing constraint;

determining that a different team has a complementary imbalance with respect to the balancing constraint; and

swapping the employee with an employee on the different team.

19. The device of claim 11 wherein at least one matching constraint is selected from the group consisting of location, skill, seniority, and education.

20. The device of claim 11 wherein at least one balancing constraint is selected from the group consisting of age group, gender, race, team size, seniority, education, and engagement.