System and method for generating a multi-layered strategy description including integrated implementation requirements

• US 7,251,613 B2
• Filed: 11/14/2001
• Issued: 07/31/2007
• Est. Priority Date: 09/05/2001
• Status: Expired due to Fees

• Current Assignee: David Flores
• Original Assignee: David Flores
• Inventors: Flores, David R., Mente, Michael Charles, Stauffer, James McClymont
• Primary Examiner(s): Jeanty; Romain
• Assistant Examiner(s): Sterrett; Jonathan G
• Application Number:
  US10/002,977
• Publication Number:
  US 20030046126A1
• Time in Patent Office: 2,085 Days
• Field of Search: 705/10, 705/7
• US Class Current: 705/7.36
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0637 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

Abstract

An enterprise strategy management system includes a first software module adapted to formulate a strategy description based on an assessment of environmental data, a second software module adapted to align the strategy description with available enterprise resources and deploy strategy implementation responsibilities, and a third software module adapted to measure the execution of the strategy and identify opportunities to optimize strategic performance. The first, second and third software modules are adapted to implement a continuous strategy management cycle, and may be executed in any order. In one embodiment, the first software module is an STRATEGY FORMULATION module, the second software module is an STRATEGY ALIGNMENT module and the third module is an STRATEGY IMPLEMENTATION module. The STRATEGY FORMULATION module includes software components for assessing environmental data, formulating and analyzing strategic alternatives and determining and approving a final, multi-level strategy description. The STRATEGY ALIGNMENT module includes software components for aligning strategy components, describing and aligning operational strategy components, planning projects, initiatives and performance metrics activity, and deploying implementation responsibilities. The STRATEGY IMPLEMENTATION module includes software components for activating the launch of activities, implementing and measuring the execution of strategy and performance results, and identifying the opportunities to optimize strategic performance.

Claims

1. A method for developing an enterprise business strategy plan comprising the steps of:

(a) receiving via a graphic user interface a first information for setting the strategic direction of a company comprising;

receiving a description of a current state of the company,

receiving a description of a future vision for the company,

receiving a target date of the future vision and

(b) processing the first information received to provide a first display of said current state, future vision and target date of the future vision;

(c) receiving via a graphic user interface a second information defining a time-phased plan for implementing the future vision, the second information comprising;

at least three separate and distinct sequential strategy development phases wherein the first phase begins at a current date and the last phase ends at the target date;

(d) processing the received second information to provide a second display of the current state, the current date, a title of phase one, a title of phase two, a title of phase three, said future vision and said target date whereby the strategy is planned to be implemented so that the future vision is realized;

(e) receiving via a graphic user interface a third information that defines a strategy platform integration, wherein the third information comprises;

information defining a plurality of strategy platforms,

information defining the corresponding strategy development phase where said strategy platforms are chronologically located,

information defining the execution path and dependency for said plurality of strategy platforms;

(f) processing the third information received for the strategy platform integration to provide a third display of an integration roadmap, where the integration roadmap displays said description of the current state of the organization as a polygon, said description of the future vision of the organization as a polygon, and said plurality of strategy platforms as each individual polygons that are displayed within their respective said strategy development phases, wherein the execution path and dependency of the strategy platforms is represented by interconnecting the strategy platform polygons with arrows;

(g) receiving via a graphic user interface a fourth information that comprises;

the said individual strategy platforms and four categories of requirements for each individual strategy platform;

at least one respective individual requirement for each said category of requirements;

an assessment of the respective individual requirements;

a list of deployment requirements for of each respective strategy platform element; and

a list of opportunities for the creation of value identified for each respective strategy platform element;

wherein the said categories of requirements are selected from the group consisting of Operational Requirements, Organizational Requirements, Technology Requirements and Knowledge Requirements;

wherein at least one individual requirement is received for each said four categories of requirements of the respective strategy platform; and

(h) processing the fourth information received in (g) to;

generate and display a polygon that is labeled with the name of one of the said individual strategy platforms and four adjacent polygons for each of the said categories of requirements for that individual strategy platform;

generate and display within each of the said four adjacent polygons a strategy platform requirements category label, wherein said requirements category labels are selected from the group consisting of operational, organizational, technology and knowledge;

generate and display within each of the said four adjacent polygons a list containing at least one requirement within a respective requirements category,

generate and display adjacent to each at least one said requirement a polygon that is shaded to annotate the degree to which the current organization fulfills the respective requirement;

wherein a fully shaded polygon indicates that the organization fully fulfills the respective requirement; and

wherein a partially shaded polygon indicates the organization partially fulfills the respective requirement; and

wherein an unshaded polygon indicates that the organization does not fulfill the respective requirement;

(i) and further processing the fourth information received in (g) to additionally display a polygon that is labeled deployment requirements which displays a list of requirements for deployment; and

to display an additional separate polygon labeled value creation opportunities which displays a list of opportunities for the organization to realize value creation.