System and method for providing intelligence centers

• US 7,774,378 B2
• Filed: 06/06/2005
• Issued: 08/10/2010
• Est. Priority Date: 06/04/2004
• Status: Active Grant

• Current Assignee: Callidus Software, Inc. (SAP SE)
• Original Assignee: Icentera Corporation
• Inventors: Nelson, Craig
• Primary Examiner(s): Jalil; Neveen Abel
• Assistant Examiner(s): Chbouki; Tarek
• Application Number:
  US11/145,750
• Publication Number:
  US 20050278297A1
• Time in Patent Office: 1,891 Days
• Field of Search: 707/102
• US Class Current: 707/803
• CPC Class Codes: G06F 16/113 Details of archiving lifecycle management in storage systems G06F3/0649; backup systems G06F11/1446
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 16/958 Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06Q 30/01 Customer relationship services

Abstract

Disclosed herein, among other things, is a system comprising a content repository, a communication portal developer, a content manager, and an analytic engine. The content repository is adapted to store electronic content in a computer-readable storage medium. The communication portal developer includes at least one wizard to create a plurality of customizable portals without coding software. Each customizable portal is accessible to one or more selected visitors through a web browser. The content manager is adapted to publish selectable electronic content to selectable portals. The content manager includes at least one wizard to populate and manage the electronic content within the content repository. The analytic engine analyzes electronic content use and visitor behavior while logged into their customizable portal. In various embodiments, the analytics are provided in real time or near real time. Other embodiments are disclosed herein.

Claims

1. A system to provide a hosted intelligence center accessible through web browsers, wherein the system for providing the hosted intelligence center is configured to allow privileged users to set up and configure the hosted intelligence center and wherein the hosted intelligence center is configured to provide portals through which visitors access content within the hosted intelligence center, the system comprising:

a content repository configured to store electronic content and metadata in a computer-readable storage medium and to associate the stored electronic content with the metadata and with potential audience types for the stored electronic content;

a communication portal developer configured to provide browser accessible interfaces usable by the privileged users to create a plurality of customizable portals and configured to provide templates usable by the privileged users to create the plurality of customizable portals without software code development,

wherein the browser accessible interfaces provided by the communication portal developer includes an audience interface, a portal content interface and a user interface,

wherein for each portal created by the privileged users,

the audience interface is configured to provide a list of potential audience types for the portal and enable selection of an audience type for the portal from the list,

the portal content interface is configured to provide a list of electronic content associated with the selected audience for potential publication to the portal and enable selection of electronic content from the list to be published for the selected audience type, wherein the portal content interface is usable by the privileged users to search through the electronic content using metadata, and

a user interface is usable to add selected visitors to the portal who are authorized to view the published content,

wherein each customizable portal is accessible to the selected visitors, and each customizable portal is configured to enable the selected visitors to view the published electronic data;

a content manager configured to provide a browser accessible interface and templates usable by the privileged users to populate the electronic content stored in the content repository, wherein the content manager is configured to publish the selected electronic content for each portal from the content repository to the portal, wherein the browser accessible interface provided by the content manager includes at least one wizard usable by the privileged users to;

populate and associate the electronic content stored in the content repository with potential audience types; and

manage, based in part on user defined rules, the electronic content within the content repository to maintain up-to-date electronic content; and

a real-time or near real-time analytic engine configured to provide a browser accessible interface for the privileged users to analyze use of the published electronic content on the customizable portals and visitor behavior while logged into their customizable portal.

2. The system of claim 1, wherein the content repository, the communication portal developer, the content manager, and the analytic engine include a user interface with a skin customized to provide consistent branding for a user of the system.

3. The system of claim 2, wherein the skin includes a font type, a font size graphics, and color extracted from an existing website of the organization.

4. The system of claim 3, wherein at least one of the font type, a font size, the graphics and the color are automatically extracted from the existing website of the organization.

5. The system of claim 1, further comprising a dashboard interface, wherein the dashboard interface is configured to to provide portal information, analysis of the electronic content use and visitor behavior, and email communications in a single display.

6. The system of claim 1, wherein the communication portal developer is configured to provide a browser accessible interface usable by the privileged users to copy and paste graphics to customize portal branding.

7. The system of claim 1, wherein the content repository is configured to use categories to associate stored electronic content with potential audiences, wherein the content manager includes at least one programmable parameter usable by the privileged users to identify an owner of electronic content to be stored in the content repository and at least one programmable parameter usable by the privileged users to categorize the electronic content to be stored in the content repository, each of the programmable parameters being associated with a number of predetermined choices usable by the privileged users to select owners and categories to be associated with the electronic content.

8. The system of claim 7, wherein each item of electronic content is stored once in the content repository and is capable of being selected by the portal developer for publication to multiple portals.

9. The system of claim 1, further comprising a search engine configured to search for electronic content within the content repository by a keyword and configured to search for electronic content within the content repository by at least one category, the search engine including an interface configured to present a list of selectable options for each category.

10. The system of claim 9, wherein:

the content manager is configured to present a list of potential meta data for the electronic content usable by the privileged users to select metadata from the list to be associated with the electronic content; and

the search engine is configured to use the metadata to search for electronic content within the content repository.

11. The system of claim 9, wherein the search engine includes at least one table-based wizard configured to ask a number of questions, to provide a list of potential answers to the questions for selection, and to use the selected answers from the list to search for electronic content within the content repository.

12. The system of claim 11, wherein the at least one table-based wizard for the search engine includes:

a solution-based wizard for sales preparation that asks that a customer-interested solution be identified, wherein the solution-based wizard uses the identified customer-interested solution to search for electronic content within the content repository;

or

a product-based wizard for sales preparation that asks that a customer-interested product be identified, wherein the product-based wizard uses the identified customer-interested product to search for electronic content within the content repository.

13. The system of claim 11, wherein the portal content interface of the communication portal developer is configured to use the at least one table-based wizard to provide the list of electronic content associated with the selected audience for potential publication to the portal.

14. The system of claim 1, wherein the analytic engine includes an interface configured to present a list of selectable reports.

15. The system of claim 14, wherein the reports include application reports, including a report regarding application page activity, and a report regarding application user activity.

16. The system of claim 14, wherein the reports include item reports, including a report regarding content types, a report regarding item usage, a report regarding emailed items, a report regarding items published to portals, and a report regarding viewed items.

17. The system of claim 14, wherein the reports include portal reports, including reports regarding portal activity including what electronic content was used and what activities were being performed, reports regarding specific industries, and reports regarding specific products.

18. The system of claim 1, wherein the content repository includes a log to post messages, the portals including an interface adapted to display a posted message and present a selectable item to request an alert when a reply message is posted.

19. The system of claim 1, wherein the system is configured to send an alert to users of a customizable portal in response to portal activity, the portal activity including at least one of electronic content posted to the portal, user activity, and a blog posting.

20. A system to provide a hosted intelligence center accessible through web browsers, wherein the system for providing the hosted intelligence center is configured to allow privileged users to set up and configure the hosted intelligence center and wherein the hosted intelligence center is configured to provide portals through which visitors access content within the hosted intelligence center, the system comprising:

means for executing instructions stored on a computer-readable medium readable by a processor which when executed provide;

means for populating and managing electronic content stored in a content repository, wherein the means for populating and managing includes;

means for using at least one browser-accessible interface for the privileged users to access at least one programming wizard and template to populate electronic content; and

using at least one browser-accessible interface for the privileged users to access at least one programming wizard to associate the electronic content with metadata and with potential audience types, and to manage the electronic content to maintain up-to-date electronic content in the content repository;

means for creating customizable communication portals without software code development, wherein the means for creating includes means for using at last one browser accessible interface for the privileged users to access at least one programming wizard and using at least one template to;

select an audience type for the portal from a list of potential audience types provided by the at least one wizard;

search through the electronic content using metadata;

select electronic content from a list of electronic content provided by the at least one wizard, for publication to the selected audience; and

add selected visitors to the portal who are authorized to view content through the portal;

means for publishing, using at least one browser accessible interface for the privileged users, selected electronic content from the content repository to selected portals, wherein publishing selected electronic content includes dynamically delivering the selected electronic content; and

means for analyzing the electronic content use and portal use in real-time or near real-time, wherein the means for analyzing includes a browser accessible interface usable by the privileged users to analyze use of the published electronic content and visitor behavior.

21. The system of claim 20, wherein the means for executing instructions includes means for automatically ranking the electronic content within the content repository.

22. The system of claim 21, wherein the means for automatically ranking the electronic content includes means for automatically tracking feedback for the electronic content.

23. The system of claim 21, wherein the means for automatically ranking the electronic content includes means for automatically tracking a number of times the electronic content is downloaded.

24. The system of claim 21, wherein the means for automatically ranking the electronic content includes means for automatically tracking a number of times the electronic content is viewed.

25. The system of claim 20, wherein the means for populating and managing electronic content includes means for packaging information in electronic binders, including a collection of related electronic content stored in the content repository, to correspond to an organization'"'"'s information structure.

26. The system of claim 20, wherein the means for populating and managing electronic content includes a search engine accessible by the at least one specific user.

27. The system of claim 26, wherein the search engine includes means for searching using metatags and keywords.

28. The system of claim 27 wherein the metatags comprise document title, date, and posted by data.

29. The system of claim 26, wherein the search engine is adapted to use the metatags to provide a guided search in a context of intended content use, wherein search results are filtered based on a user'"'"'s product and method of doing business.

30. The system of claim 20, wherein the means for populating and managing electronic content includes means for storing files and Uniform Resource Locator (URL) addresses based on specific categorization data.

31. The system of claim 20, wherein the means for populating and managing electronic content includes means for an administrator to provide categorization data for the electronic content in the content repository.

32. The system of claim 20, wherein the means for populating and managing electronic content includes means for authorized users to publish electronic content into a content index, including means for selecting categorization data from a list of categorization data.

33. The system of claim 20, wherein the means for populating and managing electronic content includes means for setting a threshold of content use from the content repository and means for alerting an owner of the electronic content when the content use does not reach the threshold.

34. The system of claim 20, wherein the means for populating and managing electronic content includes means for flagging electronic content stored in the content repository with an expiration date when the flagged electronic content will be automatically archived, and means for automatically alerting an owner of the electronic content when the expiration date is approaching.

35. The system of claim 34, wherein the means for automatically alerting an owner of the electronic content when the expiration date is approaching includes means for emailing the owner of the electronic content.

36. The system of claim 20, wherein the means for populating and managing electronic content includes means for delegating content ownership at a department level and a content owner level.

37. The system of claim 20, wherein the means for populating and managing electronic content includes a publisher console adapted to be used in processing content pending approval.

38. They system of claim 37, wherein the publisher console is adapted to provide triggers in the content repository to manage electronic content among different statuses for a content lifecycle, including a pending approval status, an approved status, a pending archive status, an archived status, and deletion, the publisher console requiring active intervention by an owner of the electronic content in response to a trigger to maintain the electronic content in the approved status.

39. The system of claim 20, wherein the means for creating customizable portals includes means for integrating with an external system to populate contact information for the at least one specific user for the portal.

40. The system of claim 39, wherein the means for integrating with an external system includes means for integrating with at least one of an email system and a customer relationship management (CRM) system.

41. The system of claim 20, wherein the means for creating customizable portals includes means for branding the portals for the specific user, including means for copying and pasting graphics associated with brands to the portals.

42. The system of claim 20, wherein the means for creating customizable portals includes means for selecting a portal type from a list of portal types.

43. The system of claim 42, wherein the list of portal types includes Customer, Marketing and Sales, Partner, Product Launch, Project, Selling, Marketing Event and Strategic Account.

44. The system of claim 42, wherein the list of portal types includes industry-specific portal types.

45. The system of claim 42, wherein the list of portal types is customizable.

46. The system of claim 20, wherein the means for creating customizable portals includes means for selecting options for customizing the portals from a predetermined list of options.

47. The system of claim 20, wherein the means for creating customizable portals includes a portal communication center interface adapted for use in managing electronic content and contacts for the portal.

48. The system of claim 20, wherein the portal for the at least one specific user is password protected.

49. The system of claim 20, further comprising an online journal, including postings from a plurality of users of the portal.

50. The system of claim 20, further comprising means for customizing an internal application of the hosted server, and means for customizing a portal appearance as viewed through a user'"'"'s browser.

51. A method to provide a hosted intelligence center accessible through web browsers, wherein the hosted intelligence center is configured to allow privileged users to set up and configure the hosted intelligence center and is configured to provide portals through which visitors access content within the hosted intelligence center, the method comprising:

populating and managing electronic content in a content repository, wherein populating and managing includes;

using at least one browser-accessible interface for the privileged users to access at least one programming wizard and template to populate electronic content; and

using at least one browser-accessible interface for the privileged users to access at least one programming wizard to associate the electronic content with metadata and with potential audience types, and to manage the electronic content to maintain up-to-date electronic content in the content repository;

creating customizable communication portals without software code development, wherein creating for each portal includes using at least one browser accessible interface for the privileged users to access at least one programming wizard and using at least one template to;

select an audience type for the portal from a list of potential audience types provided by the at least one wizard;

search through the electronic content using metadata;

select electronic content, from a list of electronic content provided by the at least one wizard, for publication to the selected audience; and

add selected visitors to the portal who are authorized to view content through the portal;

publishing, using at least one browser accessible interface for the privileged users, selected electronic content from the content repository to selected portals, wherein publishing selected electronic content includes dynamically delivering the selected electronic content and

analyzing the electronic content use and portal use in real-time or near real-time, wherein analyzing includes providing a browser accessible interface usable by the privileged users to analyze use of the published electronic content and visitor behavior.

52. The method of claim 51, further comprising automatically ranking the electronic content within the content repository.

53. The method of claim 51, wherein populating and managing electronic content includes packaging information in electronic binders to correspond to an organization'"'"'s information structure.

54. The method of claim 51, further comprising searching for electronic content in the content repository using metatags and keywords.

55. The method of claim 54, further comprising providing a guided search in a context of intended content use using the metatags.

56. The method of claim 51, wherein populating and managing electronic content includes flagging electronic content stored in the content repository with an expiration date when the flagged electronic content will be automatically archived, and automatically alerting an owner of the electronic content when the expiration date is approaching.

57. The method of claim 51, wherein creating customizable portals includes branding the portals for the specific user, including copying and pasting graphics associated with brands to the portals.

58. The method of claim 51, wherein analyzing electronic content use and portal use includes providing continuous, real-time data regarding the content use and the portal use.

59. The method of claim 51, further comprising posting online journal entries from a plurality of users on the portal.