Methods, system, and articles of manufacture for developing analyzing, and managing initiatives for a business network

• US 7,895,072 B1
• Filed: 02/08/2005
• Issued: 02/22/2011
• Est. Priority Date: 01/30/2004
• Status: Active Grant

• Current Assignee: Applied Predictive Technologies (MasterCard Incorporated)
• Original Assignee: Applied Predictive Technologies (MasterCard Incorporated)
• Inventors: Setrakian, Scott Howard, D'Agostino, Mark James, Bruce, Anthony Dean, Fedorchek, Andrew Mark, Kreps, David William, Manzi, James J., O'Reilly, Timothy Patrick Jr.
• Primary Examiner(s): MILLER, ALAN S
• Application Number:
  US11/052,206
• Time in Patent Office: 2,205 Days
• Field of Search: 705 7- 10, 713/1, 700 95- 97, 455/440, 455/456
• US Class Current: 705/7.11
• CPC Class Codes: G06F 16/29 Geographical information databases
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management

Abstract

A system, method, and article of manufacture is disclosed for developing and managing a the test of a business initiative for a business network including business locations. In one aspect of the invention, a method is performed that includes performing a process for developing a business initiative to apply to the business network and performing a process for designing a test for the initiative. Further, the method includes executing the initiative at a set of test sites in accordance with the designed test, each test site corresponds to a selected business location in the business network. Also, performance results of the executed initiative may be analyzed and a rollout plan is created for implementing the initiative at a first set of business locations.

Claims

1. A computer-implemented method for developing and managing a business initiative in a business network including business locations, the method comprising:

developing, by a computer, an initiative to apply to the business network;

determining, by a computer, a number of test sites to form the set of test sites based on a confidence value reflecting an estimated measurement of confidence that a measured change in performance in those test sites is statistically meaningful;

designing, by the computer, a test for the initiative using the determined number of test sites, wherein designing the test for the initiative includes;

accessing a data structure that includes information reflecting the status of any existing initiatives assigned to any of the business locations in the business network; and

selecting the business locations that correspond to the test sites based on the status information, wherein the selected business locations do not have any existing initiatives;

producing, by the computer, a list of business locations to be included in the initiative;

wherein designing the test for the initiative includes selecting a set of control sites that correspond to business locations that do not execute the initiative during the designed test; and

determining whether the set of control sites are appropriate for the initiative based upon a comparison between the set of test sites and the selected control sites.

2. The computer-implemented method of claim 1, wherein selecting the business locations that correspond to the test sites includes:

displaying the data structure;

receiving a request to search the data structure based on a desired business location; and

receiving an input designating a particular business location as one of the test sites.

3. The computer-implemented method of claim 1, wherein selecting the business locations that correspond to the test sites includes:

analyzing the data structure based on a desired business location; and

designating a particular business location as one of the test sites based on the analysis of the data structure.

4. The computer-implemented method of claim 1, wherein determining whether the set of control sites are appropriate for the initiative includes:

measuring the relationship between performance patterns of the control sites and performance patterns of the test sites during a selected period of time before an execution date of the initiative at the test sites.

5. The computer-implemented method of claim 4, further including:

determining that the set of control sites are appropriate for the initiative when the measurement of the relationship between the performance of the control and test sites has a value within a predetermined threshold value.

6. The computer-implemented method of claim 4, further including:

displaying the relationship on a user interface; and

receiving an input from a user reflecting whether the control sites are appropriate for the initiative.

7. The computer-implemented method of claim 4, further including:

selecting a new set of control sites that correspond to business locations that do not execute the initiative during the designed test when the set of control sites are not appropriate for the initiative.

8. The computer-implemented method of claim 7, wherein selecting a new set of control sites includes:

receiving input from a user identifying the new set of control sites.

9. The computer-implemented method of claim 1, wherein designing the test for the initiative includes:

automatically selecting a set of control sites for each test site whose performance patterns are most similar to performance patterns of each test site over a period of time.

10. A computer-implemented method for developing a business initiative, the method comprising:

developing, by a computer, an initiative to apply to a business network including business locations;

creating, by the computer, a rollout plan for implementing the initiative at a first set of business locations;

identifying comparable initiatives that have been previously executed in the business network by selected business locations;

analyzing results of executed software models that estimate the impact of each comparable initiative if it was applied to selected business locations in the business network;

identifying one of the comparable initiatives for implementing at the first set of business locations;

wherein creating the rollout plan includes providing a proposed rollout plan for the initiative to the first set of business locations;

receiving feedback from a first business location in the first set associated with the proposed rollout plan;

adjusting the rollout plan based on the feedback from the first business location;

generating a data structure reflecting the proposed rollout plan; and

providing the data structure to the first set of business locations.

11. The computer-implemented method of claim 10, wherein the identified comparable initiative is used to create the rollout plan.

12. The computer-implemented method of claim 10, wherein identifying comparable initiatives includes:

analyzing information associated with previously executed initiatives; and

identifying the comparable initiatives based on the analysis of the information.

13. The computer-implemented method of claim 10, wherein identifying comparable initiative includes:

displaying information associated with previously executed initiatives; and

receiving input from a user identifying the comparable initiatives.

14. The computer-implemented method of claim 10, wherein analyzing results of models that estimate the impact of each comparable initiative includes:

analyzing estimated performance results for each comparable initiative reflecting an estimated performance of each initiative at each site in the business network.

15. The computer-implemented method of claim 14, wherein identifying one of the comparable initiatives includes:

selecting the comparable initiative having the highest estimated performance at each location or set of locations.

16. The computer-implemented method of claim 10, wherein adjusting the rollout plan includes:

updating the data structure based on the feedback from the first business location.

17. The computer-implemented method of claim 10, wherein adjusting the rollout plan includes:

displaying the feedback to a user;

receiving input from the user reflecting changes to the rollout plan; and

adjusting the rollout plan based on the input received from the user.

18. The computer-implemented method of claim 10, further including:

providing the adjusted rollout plan to the first set of business locations.