Method and apparatus for managing workplace services and products

• US 7,464,045 B2
• Filed: 02/14/2001
• Issued: 12/09/2008
• Est. Priority Date: 02/14/2001
• Status: Active Grant

• Current Assignee: Zywave, Inc.
• Original Assignee: Workplace Helpline LLC
• Inventors: McSherry, James
• Primary Examiner(s): Jarrett; Scott L.
• Application Number:
  US09/783,197
• Publication Number:
  US 20020128891A1
• Time in Patent Office: 2,855 Days
• Field of Search: 705/8, 705/10, 379/265
• US Class Current: 705/7.29
• CPC Class Codes: G06F 9/453 Help systems
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• 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

Abstract

A small group of service providers, including specialists in various workplace issues, provides workplace services, such as human resource, legal, tax, accounting, environmental, financial, regulatory, governmental, technological, medical, consulting and marketing services to an organization by using a database of information concerning the organization and its contacts. An initial contact is made by a workplace resources office to the organization to gather background information on the contacts and the organization. The database is then initially populated with this background information. Later, when a situation arises that requires an answer to a specific workplace question, a contact places a telephone call to a specialist. The specialist accesses the database over a network and uses the pre-entered client-specific information to tailor advice to the specific question raised by the contact. The call and the response as categorized by the specialist are then stored in the database for later reference.

Claims

1. A method for managing workplace services provided by specialists to a plurality of users who are members of an organization by means of a computer system having a memory and connected to a network, the method comprising:

(a) upon a request from the organization, using personnel in a workplace resources office who are familiar with the workplace services, but are not the specialists to contact the plurality of users and to obtain background information for the plurality of users and the organization;

(b) creating a database in the computer system memory, the database containing, for each of the plurality of users, user background information and user identifying information unique and specific to each user;

(c) connecting the workplace resources office to the computer system and the database via the network in order to store the background information for the plurality of users and the organization obtained by the workplace resources office in the database before a user contacts a specialist;

(d) before one of the plurality of users attempts to obtain specific assistance with any issue unique to their workplace and based on the background information, providing from the workplace resources office to that user, contact information which allows that user to immediately and directly contact a specialist with expertise specific to their unique workplace issues and who is not one of the workplace resources office personnel in order to establish a communication session during which the specialist provides assistance on a specific workplace issue to that user wherein, during each communication session, the specialist receives user identifying information from that user, uses the received identifying information to access and retrieve user background information for that user from the database via the network, which information was previously stored in step (c), and combines the background information with their specific expertise and any additional or corrected information provided by the user to provide specific, live assistance to the user concerning the specific and unique workplace issues; and

(e) storing in the database over the network information concerning each communication session including the unique and specific advice provided to that user by the specialist and adding the unique and specific stored communication session information to the user background information for that user.

2. The method of claim 1 wherein the communication session is a telephone call.

3. The method of claim 1 wherein the communication session is an e-mail message.

4. The method of claim 1 wherein the network is the Internet.

5. The method of claim 1 wherein the user identifying information is a unique personal ID code.

6. The method of claim 5 wherein the workplace resources office assigns the personal ID code to each of the plurality of users.

7. The method of claim 1 wherein step (b) comprises:

(b3) establishing a web site connected to the database by the Internet; and

(b4) using the web site to collect the background information from each of the plurality of users.

8. The method of claim 7 wherein the web site assigns a personal ID code to each of the plurality of users.

9. The method of claim 1 wherein the specialist is connected to the database via the Internet and wherein in step (d) the specialist obtains the user identifying information verbally from the user, enters the user identifying information into the database via a web interface and receives the user background information via a web browser.

10. The method of claim 1 wherein in step (e) the specialist assigns the communication session information to one of a plurality of predefined categories and the assigned category is stored with the communication session information and the user background information.

11. The method of claim 10 further comprising:

(f) performing a query on information in the database, generating a report from the query and providing the report to the organization.

12. The method of claim 11 wherein the query is performed on category information in the database.

13. The method of claim 1 further comprising:

(g) using a workplace resources office to generate a templated web site that is accessible by the plurality of users via the Internet.

14. The method of claim 13 further comprising:

(h) publishing workplace issue information on the templated web site by sending the workplace issue information from the database to the templated web site.

15. The method of claim 1 further comprising:

(f) after a communication session between a user and the specialist, sending a follow-up message from the specialist to that user to inquire whether the assistance provided by the specialist answered a question posed by that user.

35. The method of claim 1 wherein the workplace resources office is not part of the organization.

36. The method of claim 1 wherein the specialist is not part of the organization.

16. Apparatus for managing workplace services provided by specialists to a plurality of users who are members of an organization by means of a computer system having a memory and connected to a network, the apparatus comprising:

upon a request from the organization, a mechanism that uses personnel in a workplace resources office who are familiar with the workplace services, but are not the specialists to contact the plurality of users and to obtain background information for the plurality of users and the organization;

a database created in the computer system memory, the database containing, for each of the plurality of users, user background information and user identifying information unique and specific to each user;

a mechanism that connects the workplace resources office to the computer system and the database via the network in order to store the background information for the plurality of users and the organization obtained by the workplace resources office in the database before a user contacts a specialist;

a communication mechanism operable before one of the plurality of users attempts to obtain specific assistance with any issue unique to their workplace that, based on the background information, provides from the workplace resources office to that user, contact information which allows that user to immediately and directly contact a specialist with expertise specific to their unique workplace issues and who is not one of the workplace resources office personnel in order to establish a communication session during which the specialist provides assistance on a specific workplace issue to that user wherein, during each communication session, the specialist receives user identifying information from that user, uses the received identifying information to access and retrieve client background information for that user from the database via the network, which information was previously stored by the mechanism that connects the workplace resources office to the computer system and the database, and combines the background information with their specific expertise and any additional or corrected information provided by the user to provide specific, live assistance to the user concerning the specific and unique workplace issues; and

a knowledge management system that, under control of the specialist, stores in the database over the network information concerning each communication session including the unique and specific advice provided to that user by the specialist and adds the unique and specific stored communication session information to the user background information for that user.

17. The apparatus of claim 16 wherein the communication session is a telephone call.

18. The apparatus of claim 16 wherein the communication session is an e-mail message.

19. The apparatus of claim 16 wherein the network is the Internet.

20. The apparatus of claim 16 wherein the user identifying information is a unique personal ID code.

21. The apparatus of claim 20 wherein the workplace resources office assigns the personal ID code to each of the plurality of users.

22. The apparatus of claim 16 further comprising:

a web site connected to the database by the Internet; and

a mechanism that connects each of the plurality of users to the web site in order to collect the background information from each of the plurality of users.

23. The apparatus of claim 22 wherein the web site assigns a personal ID code to each of the plurality of users.

24. The apparatus of claim 16 further comprising a web interface connecting the specialist to the database via the Internet so that the specialist obtains the user identifying information verbally from the user, enters the user identifying information into the database via a web interface and receives the user background information via a web browser.

25. The apparatus of claim 16 wherein the specialist uses the knowledge management system to assign the communication session information to one of a plurality of predefined categories and to store the assigned category with the communication session information and the user background information.

26. The apparatus of claim 25 further comprising:

a mechanism that performs a query on information in the database, generates a report from the query and provides the report to the organization.

27. The apparatus of claim 26 wherein the query is performed on category information in the database.

28. The apparatus of claim 16 further comprising:

a publication mechanism that generates a templated web site that is accessible by the plurality of users via the Internet.

29. The apparatus of claim 28 wherein the publication mechanism publishes workplace issue information on the templated web site by sending the workplace issue information from the database to the templated web site.

30. The apparatus of claim 16 further comprising means operable after a communication session between a user and the specialist, for sending a follow-up message from the specialist to that user to inquire whether the assistance provided by the specialist answered a question posed by that user.

37. The apparatus of claim 16 wherein the workplace resources office is not part of the organization.

38. The method of claim 16 wherein the specialist is not part of the organization.

31. A computer program product for managing workplace services provided by specialists to a plurality of users who are members of an organization by means of a computer system having a memory and connected to a network, and wherein upon a request from the organization, personnel who are familiar with the workplace services, but are not the specialists in a workplace resources office contact the plurality of users to obtain background information for the plurality of users and the organization, the computer program product comprising a computer usable medium having computer readable, program code thereon, including:

program code for creating a database in the computer system memory, the database containing, for each of the plurality of users, user background information and user identifying information unique and specific to each user;

program code for connecting the workplace resources office to the computer system and the database via the network in order to store the background information for the plurality of users and the organization obtained by the workplace resources office in the database before a user contacts a specialist;

program code operable before one of the plurality of users attempts to obtain specific assistance with any issue unique to their workplace and based on the background information, for providing from the workplace resources office to that user, contact information which allows that user to immediately and directly contact a specialist with expertise specific to their unique workplace issues and who is not one of the workplace resources office personnel in order to establish a communication session during which the specialist provides assistance on a specific workplace issue to that user wherein, during each communication session, the specialist receives user identifying information from that user, uses the received identifying information to access and retrieve user background information for that user from the database via the network, which information was previously stored by the program code for connecting the workplace resources office to the computer system and the database, and combines the background information with their specific expertise and any additional or corrected information provided by the user to provide specific, live assistance to the user concerning the specific and unique workplace issues; and

program code storing in the database information concerning each communication session including the unique and specific advice provided to a user by the specialist and adding the unique and specific stored communication session information to the user background information for the user.

32. The computer program product of claim 31 wherein the communication session is a telephone call.

33. The computer program product of claim 31 wherein the communication session is an e-mail message.

34. The computer program product of claim 31 wherein the network is the Internet.

39. The computer program product of claim 31 wherein the workplace resources office is not part of the organization.

40. The computer program product of claim 31 wherein the specialist is not part of the organization.

41. The computer program product of claim 31 further comprising program code operable after a communication session between a user and the specialist, for sending a follow-up message from the specialist to that user to inquire whether the assistance provided by the specialist answered a question posed by that user.

42. A method for managing legal advice and counseling provided by legal experts to a plurality of contact people who are members of an organization by means of a computer system having a memory and connected to the internet, the method comprising:

(a) upon a request from the organization, using personnel in a workplace resources office who are familiar with the legal advice and counseling, but are not the legal experts to personally contact the plurality of contact people and the organization to obtain background information for the plurality of contact people and the organization;

(b) creating a centralized database in the computer system memory, the database containing, for each of the plurality of contact people, contact background information and contact identifying information unique and specific to each contact person;

(c) connecting the workplace resources office to the computer system and the database via the internet in order to store the background information for the plurality of contact people and the organization obtained by the workplace resources office personnel in the database before a contact person contacts a legal expert;

(d) before one of the plurality of contact persons attempts to obtain specific assistance with any issue unique to their workplace and based on the background information, providing from the workplace resources office to that contact person, contact information which allows that contact person to immediately and directly contact a legal expert with expertise specific to their unique workplace issues and who is not one of the workplace resources office personnel in order to establish a communication session during which the legal expert provides advice on a specific legal issue to that contact person wherein, during each communication session, the legal expert receives contact identifying information from that contact person, uses the received identifying information to access and retrieve contact background information for that contact person and for the organization from the database via the internet, which information was previously stored in step (c), and combines the background information with their specific expertise and any additional or corrected information provided by the user to provide specific, live advice to the contact person concerning the specific and unique legal issues; and

(e) storing in the database over the network information concerning each communication session including the unique and specific advice provided to that contact person by the legal expert and adding the unique and specific stored communication session information to the user background information for that contact person and the organization.

43. The method of claim 42 wherein an insurer contracts with the workplace resources office and the organization is an insured of the insurer.

44. The method of claim 42 wherein the legal experts are associated with the workplace resources office.

45. The method of claim 42 wherein the contact people are employees of the organization.

46. The method of claim 42 further comprising:

(f) performing a query on information in the database;

(g) generating a report from the query; and

(h) generating a templated web site that is based on the report and is accessible by the plurality of contact people via the Internet.

47. The method of claim 42 further comprising:

(f) after a communication session between a contact person and the legal expert, sending a follow-up message from the legal expert to that contact person to inquire whether the assistance provided by the legal expert answered a question posed by that contact person.