Method and apparatus for business resource automation
First Claim
1. A method of providing hosted business resource automation within a logical framework, comprising:
- hosting a business resource automation system for a company;
structuring said business resource automation system as a hierarchical structure, said hierarchical structure including a solution level, a subscriber level, a plurality of levels thereunder corresponding to a subscriber'"'"'s business processes, said levels being styled as at least one of channels and silos;
terminating the hierarchical structure in an echelon, said echelon corresponding to a role of a user within a subscriber enterprise with a unique set of input, output and information access requirements; and
receiving a request for at least one business document from a user;
determining at least one echelon of the user within the hierarchical structure;
in response to a user request, automatically generating a business document as a business resource using the hosted business resource automation system, said business document being dependent on an echelon of the requesting user so as to match the level of information in the document with the level of the user in the company.
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Abstract
A method and system of computer-assisted business resource automation that is applicable to a variety of business enterprise requirements including, but not limited to customer relationship management and sales force automation. The system provides improved an apparatus and method for automating the production of business resources such as documents and presentations. The system further provides an apparatus and method for analyzing the associated processes of the enterprise and providing business intelligence such as sales analytics. In particular, aspects of the invention include, but are not limited to: a hierarchical architecture that simplifies customization and maintenance of enterprise software, the encapsulation of data within reusable intelligent advisor objects, and the flexible integration of a variety of expert systems functionality and other apparatus and means of artificial intelligence therein.
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Citations
10 Claims
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1. A method of providing hosted business resource automation within a logical framework, comprising:
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hosting a business resource automation system for a company; structuring said business resource automation system as a hierarchical structure, said hierarchical structure including a solution level, a subscriber level, a plurality of levels thereunder corresponding to a subscriber'"'"'s business processes, said levels being styled as at least one of channels and silos; terminating the hierarchical structure in an echelon, said echelon corresponding to a role of a user within a subscriber enterprise with a unique set of input, output and information access requirements; and receiving a request for at least one business document from a user; determining at least one echelon of the user within the hierarchical structure; in response to a user request, automatically generating a business document as a business resource using the hosted business resource automation system, said business document being dependent on an echelon of the requesting user so as to match the level of information in the document with the level of the user in the company. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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Specification