Computer based process for strategy evaluation and optimization based on customer desired outcomes and predictive metrics

• US 5,963,910 A
• Filed: 09/20/1996
• Issued: 10/05/1999
• Est. Priority Date: 09/20/1996
• Status: Expired due to Term

• Current Assignee: Strategyn Holdings LLC
• Original Assignee: Anthony W. Ulwick
• Inventors: Ulwick, Anthony W.
• Primary Examiner(s): Stamber, Eric W.
• Assistant Examiner(s): Kazimi, Hani M.
• Application Number:
  US08/716,948
• Time in Patent Office: 1,110 Days
• Field of Search: 705/2, 705/3, 705/7-10, 707/5, 707/6, 348/1, 455/2
• US Class Current: 705/7.28
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0635 Risk analysis of enterprise or organisation activities
• 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 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0203 Market surveys; Market polls

Abstract

A computer program product for use with a computer system for providing a process for strategy evaluation and optimization, said computer program product comprising a computer-readable medium of instructions for directing a computer to evaluate data for optimizing strategic options including: (1) data storage means for storing data relating to specific desired outcomes relating to a specific process for an identified customer set; (2) said data storage means further storing data relating to metrics which predict the satisfaction of said desired outcomes; (3) data processing means including computer program means for quantifying the degree to which each of said metrics predict satisfaction of each of said customer desired outcomes; (4) input means for defining strategic options, each of said strategic options designed to satisfy said customer desired outcomes; (5) data processing means including computer program means for quantifying the degree to which each of said strategic options satisfy said customer desired outcomes; (6) and means for evaluating a plurality of strategic options thus yielding a strategic option which best satisfies said customer desired outcomes.

Claims

1. A computer-readable medium of instructions of directing a computer system to process data related to a user selected mission to allow a user to select an optimal one of a plurality of strategic options designed to solve the selected mission prior to implementation of any option, said computer system including data storage means, processing, memory, a display, a user interface means for receiving user inputs and output means, said computer-readable medium of instructions comprising:

(a) desired outcome means, in communication with said memory and processor, for processing data relating to subject specific desired outcomes for at least one predetermined customer set, said desired outcomes having predetermined prioritized ratings, each of said desired outcomes defining a benefit of value, said desired outcomes free from any solution or specification, each of said desired outcomes remaining stable over time;

(b) predictive metric means, in communication with said memory and processor, for processing data relating to predictive metrics which predict satisfaction of said desired outcomes, each of said predictive metrics being defined as a parameter that can be measured and controlled for satisfying at least one desired outcome, each of said predictive metrics predicting with certainty satisfaction of at least one desired outcome;

(c) means for evaluating the degree to which each of said predictive metrics predict satisfaction of each of said desired outcomes for each of said customer sets to determine a normalized relationships between said desired outcomes and said predictive metrics and to prioritize said predictive metrics;

(d) strategizing means, in communication with said memory and processor, for defining strategic options, each of said defined strategic options designed to satisfy at least one of said customer desired outcomes;

(e) comparison means for comparing each of said user defined strategic options; and

(f) means for presenting the compared user defined strategic options to allow the user to determine and select, prior to implementation of any strategic option, which of said user defined strategic options best predict satisfaction of each of said customer desired outcomes.

2. A computer-readable medium of instructions according to claim 1, wherein said comparison means comprises:

quantification means for quantifying the degree to which each of said strategic options satisfy said customer desired outcomes by comparing the degree to which each of said defined strategic options positively or negatively incorporate said predictive metrics, said quantification means comparing each of said defined strategic options to a preselected base line option thereby yielding a strategic option which best satisfies said customer desired outcomes.

3. A computer-readable medium of instructions according to claim 1, further comprising:

prioritization means for prioritizing each of said defined strategic options into said prioritized ratings; and

modifying means, in communication with said comparison means, for allowing the user to create new strategic options to compare with previously defined strategic options.

4. A computer-readable medium of instructions according to claim 1, further comprising:

output means for identifying specific strengths and weaknesses of each of said defined strategic options, and input means for allowing the user to create new strategic options.

5. A computer-readable medium of instructions according to claim 1, wherein said data relating to said customer desired outcomes is obtained by a method including the following steps:

(a) identifying a customer set;

(b) interviewing a statistically representative sample of individual customers from said customer set whereby customer desired outcomes, identifying specific benefits that said customer set values, are obtained including the importance of each of said desired outcomes and the degree to which each of said desired outcomes is currently satisfied;

(c) quantifying said desired outcomes by ranking said desired outcomes in terms of prioritized importance such that desired outcomes identified by said customer set as important yet unsatisfied are ranked high while outcomes identified by said customer set as unimportant or satisfied are ranked low;

(d) storing said desired outcomes in said data storage means.

6. A computer-readable medium of instructions according to claim 1, wherein said data relating to said metrics which predict satisfaction of said customer desired outcomes is obtained by a method including the following steps:

(a) defining a predictive metric for each desired outcome identified by said customer set;

(b) establishing relationships between each of said desired outcomes and each of said predictive metrics by assigning each predictive metric a representative value depending upon the degree to which said predictive metric predicts satisfaction of each of said desired outcomes;

(c) storing said predictive metrics and said assigned values in said data storage means.

7. A computer-readable medium of instructions according to claim 1, further comprising:

means for receiving said desired outcome data and said predictive metric data into the computer system memory from said data storage means.

8. A computer-readable medium of instructions according to claim 7, further comprising:

selection means, in communication with said desired outcome means, for selecting the specific subject of interest from a plurality of subjects of interest and a specific mission from a plurality of missions related to said select subject of interest, said selected mission being selected for strategic evaluation.

9. A computer readable medium of instructions according to claim 1, wherein said means for evaluating comprises:

ranking means, in communication with said predictive metric means and said desired outcome means, for ranking said predictive metrics in relation to said desired outcomes utilizing matrix analysis, said ranking means determining the relationship between each of said desired outcomes and each of said predictive metrics for each selected customer set to identify those predictive metrics which predict the highest degree of desired outcome satisfaction factoring in said predetermined prioritized ratings of said desired outcomes.

10. A processor-readable medium of instructions for directing a computer-like system to evaluate data to allow a user to create and optimize strategic business and personal decision making with respect to a user selected process prior to implementation of any decision, said instructions comprising:

(a) data means for processing data relating to a plurality of specific processes and discrete customer sets, said data including information obtained by conducting interviews of a statistically representative sample of individual customers from each of said customer sets whereby desired outcomes, identifying benefits that each customer sets value, are elicited and quantified in terms of the importance of each of said desired outcomes to each of said customer sets and a degree to which each of said desired outcomes is currently satisfied in connection with a specific process and according to each of said customer sets, each of said desired outcomes free from any solution or specification and remaining stable over time;

(b) first selection means for selecting the specific process for decision optimization evaluation;

(c) second selection means for selecting a plurality of customer sets for evaluation, each of said customer sets including a portion of said data which corresponds to desired outcomes of said customer sets, each of said desired outcomes having an assigned importance rating and an assigned satisfaction rating in connection with each said selected customer sets;

(d) desired outcome prioritization means for ranking said desired outcomes in each of said selected customer sets in terms of said importance and satisfaction ratings, such that said desired outcomes identified as important yet unsatisfied are ranked higher than desired outcomes identified as unimportant or satisfied;

(e) said data further comprising specific predictive metrics which predict satisfaction, with certainty, of at least one desired outcome, said predictive metrics defining means, which can be measured and controlled, for satisfying said at least one desired outcome;

(f) means for evaluating the degree to which each of said predictive metrics predict satisfaction of each of said desired outcomes for each of said customer sets to determine a normalized relationship between said desired outcomes and said predictive metrics and to prioritize said predictive metrics;

(g) strategy option means, in communication with said data, for defining a plurality of strategic options anticipated to provide a solution for optimizing a decision corresponding to said user selected process, each of said strategic options designed to satisfy an identifiable number of said desired outcomes;

(h) quantification means, in communication with said strategy option means, for enabling the user to quantify the degree to which each of said strategic options satisfies said desired outcomes and

(f) means for presenting the degree to which each of said strategic options satisfies said desired outcomes to allow the user to select an optimal strategic option, prior to implementation of any strategic option.

11. A computer-readable medium of instructions according to claim 10, said data further comprising data for quantifying relationships between each of said ranked desired outcomes and each of said predictive metrics, whereby each of said predictive metrics has an assigned representative value for each desired outcome, said representative value reflecting the degree to which said predictive metric predicts satisfaction of a particular desired outcome.

12. A computer-readable medium of instructions according to claim 10, wherein said means for evaluating comprises:

means for ranking said predictive metrics utilizing matrix analysis to determine the normalized relationship between said ranked desired outcomes and each of said predictive metrics thereby identifying and prioritizing those predictive metrics which predict the highest degree of satisfaction of said desired outcomes factoring in the ranked importance of said desired outcomes.

13. A computer-readable medium of instructions according to claim 10, further comprising:

customer set ranking means for assigning each of said customer sets selected by the user a weighting value so as to simultaneously weight said strategic options, whereby the evaluation of strategic options is biased in favor of customer sets assigned higher weighting values over customer sets assigned lower weighting values.

14. An article of manufacture for use with a computer system for directing the computer system to process data related to a user selected process to allow a user to create and select an optimal solution that will satisfy strategic personal and business decisions related to the user selected process prior to implementation of any solution, said article comprising:

a computer-readable medium of instructions having a processor readable program code means for directing a computer to process information for evaluating customer related data for optimizing personal and business strategies;

said processor readable program code comprising;

means for receiving and processing a database of process specific data corresponding to a plurality of predetermined customer sets, said data comprising desired outcomes elicited from said customer sets which identify benefits that each customer set values;

said desired outcomes including priority values associated with each customer set for quantifying and ranking said desired outcomes in terms of perceived importance in each customer set and a degree to which each of said desired outcomes is currently, each of said desired outcomes free from any solution or specification and remaining stable over time;

said data further including predictive metrics for predicting, with certainty, satisfaction of at least one of said desired outcomes, each of said predictive metrics being assigned scaled indicators representing the degree to which a predictive metric predicts satisfaction of said desired outcomes;

means for selecting at least one customer set from said predetermined customer sets;

desired outcome ranking means for ranking said desired outcomes, said desired outcome ranking means factoring in said priority values associated with each of said desired outcomes and each of said customer sets, said desired outcomes identified as important yet unsatisfied have a higher ranking value than desired outcomes identified as unimportant or satisfied;

matrix analysis means for prioritizing said predictive metrics in terms of the degree to which said predictive metrics predict satisfaction of said ranked desired outcomes, said matrix analysis means identifying those predictive metrics which predict satisfaction of a disproportionate share of highly ranked customer desired outcomes;

strategic option means for defining a plurality of strategic options designed to satisfy a predetermined number of said desired outcomes;

strategic option prioritizing means for prioritizing each of said strategic options; and

means for presenting the prioritized strategic options to allow the user to create and select, prior to the implementation of any option, which stategic options offers the optimal solution for satisfying the user selected process.

15. An article of manufacture for use with a computer system according to claim 14, wherein said computer readable program code further comprises:

customer set ranking means, in communication with said predictive metric prioritizing means, for ranking said customer sets and to simultaneously prioritize said predictive metrics in accordance with the ranking of said customer sets.

16. An article of manufacture for use with a computer system according to claim 14, wherein said computer readable program code further comprises:

means for assigning importance values and satisfaction values to each of said desired outcomes.

17. A computer-readable medium of instructions according to claim 14, wherein said strategic option prioritizing means comprises:

comparison means for comparing each of said strategic options with each other, said comparison means being based on rating values assigned to each of said strategic options in accordance with their individual affect on each of said metrics, said rating values being weighted in accordance with the priority of each metric.

18. A computer program product for use with a computer system for directing the computer system to process data related to a user selected process to allow a user to create and select an optimal solution that will satisfy strategic personal and business decisions related to the user selected process prior to implementation of any solution, said computer system including a data storage means, memory, a processor, an input means, and an output means, said program product comprising:

data storage means for storing data obtained from conducting interviews of a statistically representative sample of individual customers from a plurality of customer sets in connection with specific processes, said data comprising a plurality of desired outcomes from said customer sets, each of said desired outcomes having an associated importance factor and an associated satisfaction factor, said satisfaction factor indicating a degree to which a corresponding desired outcome has been achieved, each of said desired outcomes free from any solution or specification and remaining stable over time;

said data including a plurality of predictive metrics, said predictive metrics comprising measurable parameters which predict the satisfaction, with certainty, of at least one of said desired outcomes, each of said predictive metrics assigned a scaled indicator for each of said desired outcomes, said scaled indicators representing the degree to which each predictive metric satisfies a particular customer desired outcome;

means for user selecting the specific process to be evaluated for optimization in accordance with said data;

means for selecting a plurality of customer sets for evaluation of said selected process;

means for weighting the importance of said selected customer sets by assigning each of said selected customer sets a weighting value;

means for ranking said desired outcomes associated with said selected process and said selected customer sets, whereby said desired outcome ranking is dependent upon said customer set weighting values and said importance and satisfaction factors such that desired outcomes identified as important yet unsatisfied are ranked higher than desired outcomes identified as unimportant or satisfied;

means for prioritizing said predictive metrics in terms of the degree to which said predictive metrics predict the satisfaction of said desired outcomes associated with said selected customer sets and said selected process, whereby those predictive metrics which predict satisfaction of said ranked desired outcomes are quantified and prioritized;

means for defining a plurality of process specific strategic options, each of said strategic options designed to satisfy said customer desired outcomes;

means for quantifying the degree to which each of said strategic options satisfy said customer desired outcomes; and

means for presenting the degree to which each of said strategic options satisfies said customer desired outcomes to allow the user to select an optimal strategic option, prior to implementation of any strategic option.

19. A computer-readable medium of instructions for evaluating business strategies using a computer, to allow a user to create and select an optimal business strategy, prior to implementation of any business strategy said computer having data storage means, input means, output means, and processing means, said computer-readable medium of instructions comprising:

a database contained within said data storage means including data obtained from conducting interviews of a statistically representative sample of individual customers from a plurality of said discrete customer sets, whereby desired outcomes, identifying benefits that each customer set values, are elicited and stored in said database in discrete files corresponding to said customer sets, each of said desired outcomes having an assigned importance factor and an assigned satisfaction factor, each of said desired outcomes free from any solution or specification and remaining stable over time;

means for user selecting a plurality of customer sets for analysis;

means for assigning weighting values to said selected customer sets thereby positively or negatively weighting the influence of each of said selected customer sets;

computer program means for cumulatively ranking said desired outcomes in terms of importance and satisfaction whereby desired outcomes identified as important yet unsatisfied are ranked high while desired outcomes identified as unimportant or satisfied are ranked low, said cumulative ranking being dependent upon said customer set weighting;

a database including predictive metrics for each of said desired outcomes identified by each of said customer sets contained within said data storage means, each of said predictive metrics comprising measurable parameters for satisfying, with certainty, at least one of said desired outcomes, each of said predictive metrics assigned scaled indicators for each of said desired outcomes, said scaled indicators representing a degree to which a predictive metric predicts satisfaction of a particular customer desired outcome;

computer program means for prioritizing said predictive metrics using matrix analysis, said prioritization dependent upon said cumulative ranking of desired outcomes and dependent upon said predictive metric scaled indicators whereby the predictive metrics which predict satisfaction of high ranked desired outcomes are assigned a high priority while the predictive metrics which predict satisfaction of low ranked desired outcomes are assigned a low priority;

output means for displaying a list of said predictive metrics prioritized in terms of normalized importance relative to said ranked desired outcomes;

input means for enabling a user to define a plurality of strategic options;

computer program means for evaluating each of said defined strategic options in terms of the degree to which each defined strategic options satisfies said desired outcomes; and

means for presenting the degree to which each defined strategic options satisfies said desired outcomes to allow the user to select an optimal strategic option, prior to implementation of any option.