Method and apparatus for facilitating management of information technology investment

• US 7,734,489 B2
• Filed: 12/23/2005
• Issued: 06/08/2010
• Est. Priority Date: 04/27/2000
• Status: Expired due to Term

• Current Assignee: Oracle International Corporation (Oracle Corporation)
• Original Assignee: Oracle International Corporation (Oracle Corporation)
• Inventors: Ofer, Amir, Cimral, John, Lawler, Mark S., Yokoyama, Doug, Tzur, Avrami
• Primary Examiner(s): PATEL, JAGDISH
• Application Number:
  US11/318,379
• Publication Number:
  US 20060100947A1
• Time in Patent Office: 1,628 Days
• Field of Search: 705/7, 705/8, 705/9, 705/10, 705/35, 709/9, 709/204
• US Class Current: 705/7.39
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management
• CPC Class Codes: G06Q 10/0635 Risk analysis of enterprise or organisation activities
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: Y10S 707/99942 Manipulating data structure, e.g. compression, compaction, compilation

Abstract

A method, product and system are disclosed for facilitating user navigation between one or more investment maps and corresponding scorecards generated using stored data associated with performance metrics of a several information technology (IT) projects.

Claims

1. A computer-based method comprising:

storing data in a computer-readable medium, said data being associated with performance metrics of a plurality of information technology (IT) projects;

storing executable computer code in a computer processor linked to the computer readable medium;

generating, by executing the computer code using the computer processor, a plurality of scorecards for a plurality of IT portfolios for display on a computer display device, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects;

generating, by executing the computer code using the computer processor, one or more investment maps of said IT portfolios for display on a computer display device, using also said stored data, showing where said IT portfolios stand on a plurality of performance metrics;

and facilitating user navigation between a selected one of said IT portfolios shown on said one or more investment maps and a corresponding one of said scorecards.

2. The method of claim 1, wherein said storing comprises storing data associated with performance metrics that include selected ones of budget metrics, staffing metrics, project size and quality metrics, and progress metrics.

3. The method of claim 1, wherein said storing comprises storing data associated with performance metrics that include expense to budget ratios for a plurality of expense categories.

4. The method of claim 1, wherein said storing comprises storing data associated with performance metrics that include staffing to staffing requirement ratios for a plurality of staffing categories.

5. The method of claim 1, wherein said storing comprises storing data associated with performance metrics that include selected ones of code defect, code defect per a quantity of code, documentation defect and documentation defect per a quantity of documentation.

6. The method of claim 1, wherein said storing comprises storing data associated with performance metrics that include a plurality of task completion to schedule milestone indicators for a plurality of project phases.

7. The method of claim 1, wherein said generating of scorecards comprises generating a plurality of rows and columns for each of said scorecards, and populating measures of the performance metrics of each IT project in columns of a row.

8. The method of claim 7, wherein said populating of measures of the performance metrics of each IT project in columns of a row comprises populating selected ones of metric values and graphical indicators of the performance metrics of each IT project in columns of a row.

9. A computer program product comprising:

a computer-readable storage medium having computer executable program code instructions embodied therein;

the computer executable code instructions comprising;

first programming instructions to access stored data associated with performance metrics of a plurality of information technology (IT) projects,

second programming instructions to generate a plurality of scorecards for a plurality of IT portfolios, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects,

third programming instructions to generate one or more investment maps of said IT portfolios, using also said stored data, showing where said IT portfolios stand on a plurality of performance metrics,

fourth programming instructions to facilitate user navigation between a selected one of said IT portfolios shown on said investment maps and a corresponding one of said scorecards.

10. The computer program product of claim 9, wherein said data associated with performance metrics include selected ones of budget metrics, staffing metrics, project size and quality metrics, and progress metrics.

11. The computer program product of claim 9, wherein said second programming instructions generate a plurality of rows and columns for each of said scorecards, and populate measures of the performance metrics of each IT project in columns of a row.

12. The computer program product of claim 11, wherein said second programming instructions populate selected ones of metric values and graphical indicators of the performance metrics of each IT project in columns of a row.

13. A method comprising:

storing data in a computer-readable medium, said data being associated with performance metrics of a plurality of information technology (IT) projects;

storing executable computer code in a computer processor linked to the computer readable medium;

generating, by executing the computer code using the computer processor, a plurality of scorecards for a plurality of IT portfolios for display on a computer display device, using said stored data, wherein said generating of scorecards comprises generating a plurality of rows and columns for each of said scorecards, and populating measures of the performance metrics of each IT project in columns of a row, and wherein said generating of scorecards further comprises generating, for one or more of the scorecards, a cross-project composite measure for at least one of the performance metrics, and

by executing the computer code using the computer processor, populating the generated cross-project composite measure in the corresponding column of a cross-project summary row, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects;

generating, by executing the computer code using the computer processor, one or more investment maps of said IT portfolios, using also said stored data, showing where said IT portfolios stand on a plurality of performance metrics; and

facilitating user navigation between a selected one of said IT portfolios shown on said one or more investment maps and a corresponding one of said scorecards.

14. The method of claim 13, wherein said populating of the generated cross-project composite measure comprises populating a selected one of a composite metric value and a graphical composite indicator of the performance metric in the corresponding column of a cross-project summary row.

15. A method comprising:

storing data in a computer-readable medium, said data being associated with performance metrics of a plurality of information technology (IT) projects;

storing executable computer code in a computer processor linked to the computer readable medium;

generating, by executing the computer code using the computer processor, a plurality of scorecards for a plurality of IT portfolios for display on a computer display device, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects;

generating, by executing the computer code using the computer processor, one or more investment maps of said IT portfolios, using also said stored data, wherein said generating of one or more investment maps comprises generating a plurality of graphical representations for the IT portfolios of each investment map, and placing the graphical representations in the investment map at least in accordance with their IT portfolios'"'"'risk, said investment maps showing where said IT portfolios stand on a plurality of performance metrics; and

facilitating navigation between a selected one of said IT portfolios shown on said one or more investment maps and a corresponding one of said scorecards.

16. A method comprising:

storing data in a computer-readable medium, said data being associated with performance metrics of a plurality of information technology (IT) projects;

storing executable computer code in a computer processor linked to the computer readable medium;

generating, by executing the computer code using the computer processor, a plurality of scorecards for a plurality of IT portfolios for display on a computer display device, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects;

generating, by executing the computer code using the computer processor, one or more investment maps of said IT portfolios, using also said stored data, wherein said generating of one or more investment maps comprises generating a plurality of graphical representations for the IT portfolios of each investment map with at least a selected one of the size of each of the graphical representations representing the investment size of the IT portfolio, and the color of each of the graphical representations representing the soundness of the IT portfolio, each investment map showing where said IT portfolios stand on a plurality of performance metrics; and

facilitating navigation between a selected one of said IT portfolios shown on said one or more investment maps and a corresponding one of said scorecards.

17. A method comprising:

storing data in a computer-readable medium, said data being associated with performance metrics of a plurality of information technology (IT) projects;

storing executable computer code in a computer processor linked to the computer readable medium;

generating, by executing the computer code using the computer processor, a plurality of scorecards for a plurality of IT portfolios for display on a computer display device, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects;

generating, by executing the computer code using the computer processor, one or more investment maps of said IT portfolios for display on a computer display device, using also said stored data, showing where said IT portfolios stand on a plurality of performance metrics;

facilitating navigation between a selected one of said IT portfolios shown on said one or more investment maps and a corresponding one of said scorecards;

generating, by executing the computer code using the computer processor, a plurality of dashboards for said IT projects for display on a computer display device, using also said stored data, with each dashboard graphically illustrating one or more aspects of at least one IT project; and

facilitating navigation between a selected one of said IT projects shown on a scorecard and a corresponding one of said dashboards.

18. The method of claim 17, wherein each generation of a dashboard for an IT project comprises generating a plurality of graphs for a plurality of aspects of the IT project, and placing and tiling said graphs.

19. A computer program product comprising:

a computer-readable storage medium having computer executable program code instructions embodied therein to be executed by a computer, the computer executable code instructions comprising;

first programming instructions to access stored data associated with performance metrics of a plurality of information technology (IT) projects,

second programming instructions to generate a plurality of scorecards for a plurality of IT portfolios, using said stored data, and generate a plurality of rows and columns for each of said scorecards, and populate measures of the performance metrics of each IT project in columns of a row, and generate, for one or more of the scorecards, a cross-project composite measure for at least one of the performance metrics, and populate the generated cross-project composite measure in the corresponding column of a cross-project summary row, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects,

third programming instructions to generate one or more investment maps of said IT portfolios, using also said stored data, showing where said IT portfolios stand on a plurality of performance metrics, and

fourth programming instructions to facilitate user navigation between a selected one of said IT portfolios shown on said investment maps and a corresponding one of said scorecards.

20. The computer program product of claim 19, wherein said second programming instructions populate a selected one of a composite metric value and a graphical composite indicator of the performance metric in the corresponding column of a cross-project summary row.

21. A computer program product comprising:

a computer-readable storage medium having computer executable program code instructions embodied therein to be executed by a computer, the computer executable code instructions comprising;

programming instructions to access stored data associated with performance metrics of a plurality of information technology (IT) projects,

programming instructions to generate a plurality of scorecards for a plurality of IT portfolios, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects,

programming instructions to generate one or more investment maps of said IT portfolios, using also said stored data, and generate a plurality of graphical representations for the IT portfolios and placing the graphical representations in said investment map at least in accordance with their IT portfolios'"'"' risk, each investment map showing where said IT portfolios stand on a plurality of performance metrics, and

programming instructions to facilitate user navigation between a selected one of said IT portfolios shown on said investment maps and a corresponding one of said scorecards.

22. A computer program product comprising:

a computer-readable storage medium having computer executable program code instructions embodied therein to be executed by a computer, the computer executable code instructions comprising;

programming instructions to access stored data associated with performance metrics of a plurality of information technology (IT) projects,

programming instructions to generate a plurality of scorecards for a plurality of IT portfolios, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects,

programming instructions to generate one or more investment maps of said IT portfolios, using also said stored data, and generate a plurality of graphical representations for the IT portfolios with at least a selected one of the size of each of the graphical representations representing the investment size of the IT portfolio, and the color of each of the graphical representations representing the soundness of the IT portfolio, each investment map showing where said IT portfolios stand on a plurality of performance metrics, and

programming instructions to facilitate user navigation between a selected one of said IT portfolios shown on said investment maps and a corresponding one of said scorecards.

23. A computer program product comprising:

a computer-readable storage medium having computer executable program code instructions embodied therein to be executed by a computer, the computer executable code instructions comprising;

first programming instructions to access stored data associated with performance metrics of a plurality of information technology (IT) projects,

second programming instructions to generate a plurality of scorecards for a plurality of IT portfolios, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects,

third programming instructions to generate one or more investment maps of said IT portfolios, using also said stored data, showing where said IT portfolios stand on a plurality of performance metrics,

fourth programming instructions to facilitate user navigation from a selected one of said investment maps to a corresponding one of said scorecards for a selected IT portfolio by a user of the investment map through selection of a representation of the IT portfolio;

fifth programming instructions to generate a plurality of dashboards for said IT projects, using also said stored data, with each dashboard graphically illustrating one or more aspects of at least one IT project, and

sixth programming instructions to facilitate user navigation between one of said IT projects shown on a scorecard and a corresponding one of said dashboards.

24. The computer program product of claim 23, wherein said fifth programming instructions generate a plurality of graphs for a plurality of aspects of the IT project, and place and tile said graphs.

25. A system comprising:

a computer-readable medium having stored therein data associated with performance metrics of a plurality of information technology (IT) projects;

a processor in communication with said computer-readable medium, said processor having stored therein computer-executable programmed elements comprising;

a scorecard generator to generate a plurality of scorecards for a plurality of IT portfolios, using said stored data, with each scorecard showing where IT projects of an IT portfolio stand on said performance metrics, each IT portfolio having a subset of said IT projects; and

an investment overview generator to generate one or more investment maps of said IT portfolios, using also said stored data, showing where said IT portfolios stand on a plurality of performance metrics;

wherein the scorecard generator and the investment overview generator are navigationally coupled to facilitate user navigation between a selected one of said IT portfolios shown on said one or more investment maps and a corresponding one of said scorecards.