Enterprise value enhancement system and method
First Claim
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1. A processing system comprising:
- a. an input device that selectively requests and allows input of field feedback via field feedback surveys;
b. a field feedback survey generator that receives the field feedback and processes, renews and updates enterprise value enhancement solution surveys based on the field feedback, the field feedback survey generator further generating the field feedback surveys used by the input device and updating the field feedback surveys;
c. a switchboard that imports data from at least one database relating to one or more of financial information, human resources information, customer information, supplier information, and industry, market or specialized expert information via multimedia databases into the processing system;
d. a performance processor that assimilates the field feedback and the data imported by the switchboard to process linkages between the data, form clusters of elemental information, and make appropriate computations, associations, and new linkages;
e. a customer asset valuation processor that can receive customer and other relevant information including information and meta information about customer needs, requirements, desired states, and assets from the switchboard, the customer asset valuation processor dynamically computing an asset value of the customer assets and assigning attributes to the customer assets as necessary;
f. a performance metrics engine that keeps track of a first set of metrics, the direction of movement of a second set of metrics that are a subset of the first set of metrics, and the accuracy of projections of the values of the first set of metrics as compared to actual change of the first set of metrics over time to determine the dependability and applicability of the first set of metrics as indicators of enterprise performance and for measurement thereof; and
g. a value enhancement solution generator that receives data from the field feedback survey generator, the switchboard, the performance processor, the customer asset valuation processor, and the performance metrics engine, generates value enhancement solutions based on these data, and delivers recommended solutions for value enhancement of the enterprise, with linkages to specific functions.
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Abstract
An enterprise value enhancement system, method, and apparatus that uses an enterprise value enhancement model based on planning loop structures. The system receives field feedback input from users in response to surveys generated by a field feedback survey generator. A switchboard in the system sends this feedback, as well as data from one or more databases, to parts of the system including a performance processor, a customer asset valuation processor, a performance metrics engine, and a value enhancement solution generator, which generates value enhancement solutions and delivers recomended solutions for value enhancement of the enterprise, with linkages to specific functions.
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Citations
61 Claims
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1. A processing system comprising:
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a. an input device that selectively requests and allows input of field feedback via field feedback surveys;
b. a field feedback survey generator that receives the field feedback and processes, renews and updates enterprise value enhancement solution surveys based on the field feedback, the field feedback survey generator further generating the field feedback surveys used by the input device and updating the field feedback surveys;
c. a switchboard that imports data from at least one database relating to one or more of financial information, human resources information, customer information, supplier information, and industry, market or specialized expert information via multimedia databases into the processing system;
d. a performance processor that assimilates the field feedback and the data imported by the switchboard to process linkages between the data, form clusters of elemental information, and make appropriate computations, associations, and new linkages;
e. a customer asset valuation processor that can receive customer and other relevant information including information and meta information about customer needs, requirements, desired states, and assets from the switchboard, the customer asset valuation processor dynamically computing an asset value of the customer assets and assigning attributes to the customer assets as necessary;
f. a performance metrics engine that keeps track of a first set of metrics, the direction of movement of a second set of metrics that are a subset of the first set of metrics, and the accuracy of projections of the values of the first set of metrics as compared to actual change of the first set of metrics over time to determine the dependability and applicability of the first set of metrics as indicators of enterprise performance and for measurement thereof; and
g. a value enhancement solution generator that receives data from the field feedback survey generator, the switchboard, the performance processor, the customer asset valuation processor, and the performance metrics engine, generates value enhancement solutions based on these data, and delivers recommended solutions for value enhancement of the enterprise, with linkages to specific functions. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 35, 36, 37, 38, 39, 40, 41, 42, 43)
accepting a user interaction through a user interface with the processing system identifying accounts ranked by a particular prioritization or desired state identifying causals for the present state applying solutions from field feedback applying solutions from management experts contained in a library of best practices or through a linkage to a different system, from at least one of a management system and a sales force automation system, a marketing encyclopedia, and from strategic planning initiatives yielding recommendations on customer relationship and other process improvements based on the type of desired state sought;
recommending a cost reduction process for cost of goods/services and for selling and general administrative expenses, determining potential for balanced capacity utilization of employees, equipment, output of goods and services, and outsourced sources;
determining a scope for higher value added products and services;
tracking and determining a potential for movement in each of product and services mix, pricing, gross margins, customer asset valuations, employee productivity, and market valuation per employee;
providing solutions through the user interface to the different functional groups in the enterprise;
analyzing financial performance based on the application of field tested and expert solutions refined over time and as applicable to the enterprise;
generating new feedback formats;
sending field feedback surveys automatically at preset frequencies for updating current state and desired states and for collection of newly- relevant information;
collecting new field feedback;
inputting the feedback into the performance processor; and
generating new enterprise value enhancement solutions through a continuous closed loop process, thus renewing the potential for incremental value creation in successive time periods.
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40. The processing system of claim 39 wherein the processing system is implemented as a secure web-based application on a computer network.
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41. The processing system of claim 40 wherein the web flow includes web-accessible, web-enabled, and web-exploited functionality, embedded search engines, and workflows, as well as other integrated electronic document management system features.
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42. The processing system of claim 40 wherein the computer network includes at least one of the internet, an intranets, an extranet, and a virtual private network that may use cryptographic clustering techniques.
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43. The processing system of claim 40 wherein the computer network includes wireless remote connectivity to the processing system.
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19. A computer based method to determine the most appropriate enterprise actions and solution sets delivering increased value enhancement, the method including the steps of:
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creating a value enhancement model of the enterprise based on planning loop structures, the planning loop structures each being a dynamic frame-based model wherein;
each frame represents an aspect of enterprise financial and market performance, knowledge activity, customer asset information, employee information, and market information;
each frame includes a list of relationships, each relationship specifying a relationship with another frame; and
each frame further comprising a list of attributes that capture, store and update data in real time relating to the particular frame, the attributes including at least one of dynamic states, events, and actions;
continuously updating and refining the value enhancement model of the enterprise in a multimedia complex networked database;
providing a set of causals, logical explanations, and reconciliation rules to link types of enterprise activities to causals, causals to functions, and functions to solutions based upon field feedback;
accepting input from a field survey administrator through an interface;
providing a method of generating new field feedback surveys to capture tacit and explicit knowledge of individuals by applying the previous field feedback and linking them to the types, causals, functions, solutions, and results from those solutions;
accepting input pertaining to an account to determine key solutions for value enhancement as relevant to the account;
applying the account specific information to the set of reconciliation rules of linkages between types, causals, functions and solutions;
providing a set of variable solutions customized for at least one of specific target customer accounts, specific target supplier accounts, market segments by type of account, and market segments by type of offering, and for specific functions to be executed in order to enhance overall enterprise value. - View Dependent Claims (20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34)
identifying a plurality of frames including a plurality of planning loop structures, each planning loop structure including a first set of objects;
linking objects within the first set of objects to each other;
assigning a set of attributes to each of the first set of objects within the planning loop structures with dynamic states;
assigning a mathematical formula to each of the first set of objects, the planning loop structures thus linked, with attributes and dynamic states, events, and actions, and formulated yielding an expanded loop structure; and
connecting the plurality of planning loop structures and the expanded loop structure to a financial analyzer, a human resources database, customer and supplier databases, the field feedback engine, the performance metrics engine, the customer valuation processor, and the feedback survey generator.
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33. The method of claim 32 wherein the first set of objects includes elements that each represent points of generation of knowledge, speeds and spheres of communication of knowledge, transformation methodology, and distribution methodology of knowledge within the same and between various business systems in the enterprise.
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34. The method of claim 32 wherein the model utilizes a field feedback survey generation method and incorporates field feedback into the value enhancement solution set.
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44. A processing system comprising:
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a. an input device that selectively requests and allows input of field feedback via field feedback surveys;
b. a field feedback survey generator that receives the field feedback and processes, renews and updates enterprise value enhancement solution surveys based on the field feedback, the field feedback survey generator further generating the field feedback surveys used by the input device and updating the field feedback surveys;
c. a switchboard that imports data from at least one database relating to one or more of financial information, human resources information, customer information, supplier information, and industry, market or specialized expert information via multimedia databases into the processing system;
d. a performance processor that assimilates the field feedback and the data imported by the switchboard to process linkages between the data, form clusters of elemental information, and make appropriate computations, associations, and new linkages;
e. a customer asset valuation processor that can receive customer and other relevant information including information and meta information about customer needs, requirements, desired states, and assets from the switchboard, the customer asset valuation processor dynamically computing an asset value of the customer assets and assigning attributes to the customer assets as necessary;
f. a performance metrics engine that keeps track of a first set of metrics, the direction of movement of a second set of metrics that are a subset of the first set of metrics, and the accuracy of projections of the values of the first set of metrics as compared to actual change of the first set of metrics over time to determine the dependability and applicability of the first set of metrics as indicators of enterprise performance and for measurement thereof; and
g. a value enhancement solution generator that receives data from the field feedback survey generator, the switchboard, the performance processor, the customer asset valuation processor, and the performance metrics engine, generates value enhancement solutions based on these data, and delivers recommended solutions for value enhancement of the enterprise, with linkages to specific functions;
the processing system executing a computer based method to determine the most appropriate enterprise actions and solution sets delivering increased value enhancement, the method including the steps of;
creating a value enhancement model of the enterprise based on planning loop structures, the planning loop structures each being a dynamic frame-based model wherein;
each frame represents an aspect of enterprise financial and market performance, knowledge activity, customer asset information, employee information, and market information;
each frame includes a list of relationships, each relationship specifying a relationship with another frame; and
each frame further comprising a list of attributes that capture, store and update data in real time relating to the particular frame, the attributes including at least one of dynamic states, events, and actions;
continuously updating and refining the value enhancement model of the enterprise in a multimedia complex networked database;
providing a set of causals, logical explanations, and reconciliation rules to link types of enterprise activities to causals, causals to functions, and functions to solutions based upon field feedback;
accepting input from a field survey administrator through an interface;
providing a method of generating new field feedback surveys to capture tacit and explicit knowledge of individuals by applying the previous field feedback and linking them to the types, causals, functions, solutions, and results from those solutions;
accepting input pertaining to an account to determine key solutions for value enhancement as relevant to the account;
applying the account specific information to the set of reconciliation rules of linkages between types, causals, functions and solutions; and
providing a set of variable solutions customized for at least one of specific target customer accounts, specific target supplier accounts, market segments by type of account, and market segments by type of offering, and for specific functions to be executed in order to enhance overall enterprise value. - View Dependent Claims (45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55)
identifying a plurality of frames including a plurality of planning loop structures, each planning loop structure including a first set of objects;
linking objects within the first set of objects to each other;
assigning a set of attributes to each of the first set of objects within the planning loop structures with dynamic states;
assigning a mathematical formula to each of the first set of objects, the planning loop structures thus linked, with attributes and dynamic states, events, and actions, and formulated yielding an expanded loop structure; and
connecting the plurality of planning loop structures and the expanded loop structure to a financial analyzer, a human resources database, customer and supplier databases, the field feedback engine, the performance metrics engine, the customer valuation processor, and the feedback survey generator.
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51. The processing system executing a computer based method according to claim 50 wherein the value enhancement solutions are warehoused in a multimedia data warehouse for the creation of an improved knowledge base and best practices library taking into account changing times and changing industry trends, the improved knowledge base being connectable to the processing system, including connections made by wireless remote connectivity for mass storage and retrieval of solutions.
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52. The processing system executing a computer based method according to claim 50 wherein the processing system is interconnected to a simulation software system for at least one of modeling, visualizing, simulating, decision programming, computing, and other purposes, or to a math processor for multidimensional analysis and representation.
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53. The processing system executing a computer based method according to claim 50 wherein the processing system is interconnected to at least one of an automated testing system, a software robot application, a collaborative system, an electronic messaging system, and an enterprise application integrator.
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54. The processing system executing a computer based method according to claim 50 wherein the processing system is interconnected to a voice messaging system for at least one of capture of data and communication of solutions in audio and text form through at least one of a land line, a wireless remote digital connection, and a web-telephony connection.
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55. The processing system executing a computer based method according to claim 50 wherein the processing system is interconnected to a video streaming system or a visual communication system utilizing compression for at least one of capture of data and communication of solutions, including where done automatically through links to other databases.
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56. A processing system comprising:
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a. an input device that selectively requests and allows input of field feedback via field feedback surveys;
b. a field feedback survey generator that receives the field feedback and processes, renews and updates enterprise value enhancement solution surveys based on the field feedback, the field feedback survey generator further generating the field feedback surveys used by the input device and updating the field feedback surveys;
c. a switchboard that imports data from at least one database relating to one or more of financial information, human resources information, customer information, supplier information, and industry, market or specialized expert information via multimedia databases into the processing system;
d. a performance processor that assimilates the field feedback and the data imported by the switchboard to process linkages between the data, form clusters of elemental information, and make appropriate computations, associations, and new linkages;
e. a customer asset valuation processor that can receive customer and other relevant information including information and meta information about customer needs, requirements, desired states, and assets from the switchboard, the customer asset valuation processor dynamically computing an asset value of the customer assets and assigning attributes to the customer assets as necessary;
f. a performance metrics engine that keeps track of a first set of metrics, the direction of movement of a second set of metrics that are a subset of the first set of metrics, and the accuracy of projections of the values of the first set of metrics as compared to actual change of the first set of metrics over time to determine the dependability and applicability of the first set of metrics as indicators of enterprise performance and for measurement thereof; and
g. a value enhancement solution generator that receives data from the field feedback survey generator, the switchboard, the performance processor, the customer asset valuation processor, and the performance metrics engine, generates value enhancement solutions based on these data, and delivers recommended solutions for value enhancement of the enterprise, with linkages to specific functions;
the processing system deriving the value enhancement solutions using planning loop structures, each planning loop structure being a method including the steps of;
accepting a user interaction through a user interface with the processing system identifying accounts ranked by a particular prioritization or desired state identifying causals for the present state applying solutions from field feedback applying solutions from management experts contained in a library of best practices or through a linkage to a different system, from at least one of a management system and a sales force automation system, a marketing encyclopedia, and from strategic planning initiatives yielding recommendations on customer relationship and other process improvements based on the type of desired state sought;
recommending a cost reduction process for cost of goods/services and for selling and general administrative expenses, determining potential for balanced capacity utilization of employees, equipment, output of goods and services, and outsourced sources;
determining a scope for higher value added products and services;
tracking and determining a potential for movement in each of product and services mix, pricing, gross margins, customer asset valuations, employee productivity, and market valuation per employee;
providing solutions through the user interface to the different functional groups in the enterprise;
analyzing financial performance based on the application of field tested and expert solutions refined over time and as applicable to the enterprise;
generating new feedback formats;
sending field feedback surveys automatically at preset frequencies for updating current state and desired states and for collection of newly- relevant information;
collecting new field feedback;
inputting the feedback into the performance processor; and
generating new enterprise value enhancement solutions through a continuous closed loop process, thus renewing the potential for incremental value creation in successive time periods. - View Dependent Claims (57, 58, 59, 60, 61)
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Specification