Real-time collaboration and workflow management for a marketing campaign
First Claim
1. A system for enabling workflow management of a marketing campaign within a marketing organization, the marketing organization having a plurality of marketing roles defined therein, the system comprising:
- a processor for processing computer instructions;
at least one display for displaying information to a respective user in response to the processor;
memory for storing computer instructions, the instructions providing for a portal layer configured to access a workbench file associated with a unique identifier of the respective user, and to determine, using the workbench file, whether the user is assigned an executive role, a marketing manager role, or a data analyst role, the portal layer further comprising;
a role portal component for providing;
a first role portal corresponding to the marketing manager role within the marketing organization,a second role portal corresponding to the data analyst role within the marketing organization, anda third role portal corresponding to the executive role within the marketing organization; and
a workbench component for generating one or more workbenches on the at least one display that include color-coded status indicators scoring current marketing campaign metrics tailored to the user'"'"'s role, the workbenches comprising;
a first workbench corresponding to the marketing manager role, the first workbench permitting the user to selectively access metric and workflow information associated with the marketing manager role including marketing analysis and reporting information,a second workbench corresponding to the data analyst role permitting the user to selectively access metric and workflow information associated with the data analyst role including information that determines whether a proposed marketing campaign will be successful, the metric and workflow information associated with the data analyst role being different from the metric and workflow information associated with the marketing manager role, anda third workbench corresponding to the executive role permitting the user to selectively access metric and workflow information associated with the executive role, the metric and workflow information associated with the executive role including information that tracks completed and incomplete tasks and being different from the metric and workflow information associated with the marketing manager role and the metric and workflow information associated with the data analyst role,wherein, if the user is assigned the executive role, the third workbench further comprises an executive home page further comprising;
a company scorecard region displaying high-level key company retention and financial metrics, organized according to a current value for a specified time period, a target value for the same time period, and the color-coded status indicators;
an employee scorecard region displaying overview information about employees for whom the user is responsible, including a number of employees and an attrition rate and the color-coded status indicators; and
a customer scorecard region organized according to the current value, the target value, and the color-coded status indicators.
2 Assignments
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Accused Products
Abstract
A system for enabling real-time collaboration and workflow management of a marketing campaign within a marketing organization is disclosed. In one aspect, user displays for the marketing organization'"'"'s computer system are provided. A role portal component provides at least two respective role portals that correspond to at least two marketing roles within the marketing organization (for example, marketing executive, marketing manager, data analyst, etc.). A workbench component generates, on a user display, a workbench that corresponds to each of the role portals. Each workbench permits a user to access metric and workflow information associated with the corresponding marketing role. The workbench for each role may comprise several displayable web-pages, such as a home page, an activities page workflow, a marketing campaigns with information and metrics about various marketing campaigns, and a customer analysis page.
31 Citations
16 Claims
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1. A system for enabling workflow management of a marketing campaign within a marketing organization, the marketing organization having a plurality of marketing roles defined therein, the system comprising:
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a processor for processing computer instructions; at least one display for displaying information to a respective user in response to the processor; memory for storing computer instructions, the instructions providing for a portal layer configured to access a workbench file associated with a unique identifier of the respective user, and to determine, using the workbench file, whether the user is assigned an executive role, a marketing manager role, or a data analyst role, the portal layer further comprising; a role portal component for providing; a first role portal corresponding to the marketing manager role within the marketing organization, a second role portal corresponding to the data analyst role within the marketing organization, and a third role portal corresponding to the executive role within the marketing organization; and a workbench component for generating one or more workbenches on the at least one display that include color-coded status indicators scoring current marketing campaign metrics tailored to the user'"'"'s role, the workbenches comprising; a first workbench corresponding to the marketing manager role, the first workbench permitting the user to selectively access metric and workflow information associated with the marketing manager role including marketing analysis and reporting information, a second workbench corresponding to the data analyst role permitting the user to selectively access metric and workflow information associated with the data analyst role including information that determines whether a proposed marketing campaign will be successful, the metric and workflow information associated with the data analyst role being different from the metric and workflow information associated with the marketing manager role, and a third workbench corresponding to the executive role permitting the user to selectively access metric and workflow information associated with the executive role, the metric and workflow information associated with the executive role including information that tracks completed and incomplete tasks and being different from the metric and workflow information associated with the marketing manager role and the metric and workflow information associated with the data analyst role, wherein, if the user is assigned the executive role, the third workbench further comprises an executive home page further comprising; a company scorecard region displaying high-level key company retention and financial metrics, organized according to a current value for a specified time period, a target value for the same time period, and the color-coded status indicators; an employee scorecard region displaying overview information about employees for whom the user is responsible, including a number of employees and an attrition rate and the color-coded status indicators; and a customer scorecard region organized according to the current value, the target value, and the color-coded status indicators. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
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15. A computer-implemented method for enabling workflow management of a marketing campaign within a marketing organization, the marketing organization having a plurality of marketing roles defined therein, the method comprising:
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providing, using a processor for processing computer instructions, at least one display for displaying information to a respective user in response to the processor, and memory for storing computer instructions, a portal layer configured to access a workbench file associated with a unique identifier of the respective user, and to determine, using the workbench file, whether the user is assigned an executive role, a marketing manager role, or a data analyst role, the portal layer further comprising; a role portal component for providing; a first role portal corresponding to the marketing manager role within the marketing organization, a second role portal corresponding to the data analyst role within the marketing organization, and a third role portal corresponding to the executive role within the marketing organization; and a workbench component for generating one or more workbenches on the at least one display that include color-coded status indicators scoring current marketing campaign metrics tailored to the user'"'"'s role, the workbenches comprising; a first workbench corresponding to the marketing manager role, the first workbench permitting the user to selectively access metric and workflow information associated with the marketing manager role including marketing analysis and reporting information, a second workbench corresponding to the data analyst role permitting the user to selectively access metric and workflow information associated with the data analyst role including information that determines whether a proposed marketing campaign will be successful, the metric and workflow information associated with the data analyst role being different from the metric and workflow information associated with the marketing manager role, and a third workbench corresponding to the executive role permitting the user to selectively access metric and workflow information associated with the executive role, the metric and workflow information associated with the executive role including information that tracks completed and incomplete tasks and being different from the metric and workflow information associated with the marketing manager role and the metric and workflow information associated with the data analyst role, wherein, if the user is assigned the executive role, the third workbench further comprises an executive home page further comprising; a company scorecard region displaying high-level key company retention and financial metrics, organized according to a current value for a specified time period, a target value for the same time period, and the color-coded status indicators; an employee scorecard region displaying overview information about employees for whom the user is responsible, including a number of employees and an attrition rate and the color-coded status indicators; and a customer scorecard region organized according to the current value, the target value, and the color-coded status indicators.
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16. A computer storage medium encoded with a computer program, the program for enabling workflow management of a marketing campaign within a marketing organization, the marketing organization having a plurality of marketing roles defined therein, and the program comprising instructions that when executed by data processing apparatus cause the data processing apparatus to perform operations comprising:
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providing, using a processor for processing computer instructions, at least one display for displaying information to a respective user in response to the processor, and memory for storing the computer instructions, a portal layer configured to access a workbench file associated with a unique identifier of the respective user, and to determine, using the workbench file, whether the user is assigned an executive role, a marketing manager role, or a data analyst role, the portal layer further comprising; a role portal component for providing; a first role portal corresponding to the marketing manager role within the marketing organization, a second role portal corresponding to the data analyst role within the marketing organization, and a third role portal corresponding to the executive role within the marketing organization; and a workbench component for generating one or more workbenches on the at least one display that include color-coded status indicators scoring current marketing campaign metrics tailored to the user'"'"'s role, the workbenches comprising; a first workbench corresponding to the marketing manager role, the first workbench permitting the user to selectively access metric and workflow information associated with the marketing manager role including marketing analysis and reporting information, a second workbench corresponding to the data analyst role permitting the user to selectively access metric and workflow information associated with the data analyst role including information that determines whether a proposed marketing campaign will be successful, the metric and workflow information associated with the data analyst role being different from the metric and workflow information associated with the marketing manager role, and a third workbench corresponding to the executive role permitting the user to selectively access metric and workflow information associated with the executive role, the metric and workflow information associated with the executive role including information that tracks completed and incomplete tasks and being different from the metric and workflow information associated with the marketing manager role and the metric and workflow information associated with the data analyst role, wherein, if the user is assigned the executive role, the third workbench further comprises an executive home page further comprising; a company scorecard region displaying high-level key company retention and financial metrics, organized according to a current value for a specified time period, a target value for the same time period, and the color-coded status indicators; an employee scorecard region displaying overview information about employees for whom the user is responsible, including a number of employees and an attrition rate and the color-coded status indicators; and a customer scorecard region organized according to the current value, the target value, and the color-coded status indicators.
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Specification