Method and apparatus for providing a business tool

• US 8,108,250 B1
• Filed: 01/05/2007
• Issued: 01/31/2012
• Est. Priority Date: 01/05/2007
• Status: Active Grant

• Current Assignee: Rolland Trowbridge
• Original Assignee: Intelligent Business Tools
• Inventors: Moore, Larry Creston, Bullard, Cecil J, Shallop, Micheal Kent
• Primary Examiner(s): Jasmin, Lynda
• Assistant Examiner(s): Miller, Alan S
• Application Number:
  US11/650,366
• Time in Patent Office: 1,852 Days
• Field of Search: 705 711- 742, 345/440, 700/111
• US Class Current: 705/7.42
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/06398 Performance of employee with respect to a job function
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A method and apparatus for business consulting are described. An input interface enables designated personnel to enter data in pseudo-real-time into the system. An analysis logic calculates key values for the business based on the pseudo-real-time data entered and enables the display of the relationship of the key values to projected goals. A user interface provides a visual display of an immediate identification of an overall business state.

Claims

1. A computer implemented system comprising:

a computer including a user interface presented on a display to provide a visual display of a business in a graphical form, the visual display providing immediate visual identification of an overall business state;

a provider interface to enable a provider to enter work data in pseudo-real-time into the system;

an analysis logic implemented by a processor to calculate key values for the business based on the pseudo-real-time data entered, the visual display representing a relationship of the key values to projected goals;

a visual display associated with the provider interface, enabling the provider to see their relative performance compared to one or more other providers and an overall business state using the pseudo-real-time data;

a troubleshooting interface to provide information to the provider about his or her own performance, and how to improve performance, in a manner to reinforce positive behavior; and

a notification module to notify the performer of exceptional performance, or impact on overall business performance.

2. The system of claim 1, wherein the user interface provides the visual display of a plurality of businesses, and wherein the visual display groups businesses into color-coded areas based on their overall business state.

3. The system of claim 1, further comprising:

a compact visual display to give designated personnel a macro view of the overall business state based on the pseudo real-time data, wherein the compact visual display allows for access to view the overall business state.

4. The system of claim 1, further comprising:

a reference database used in generating baseline values for a business, for comparison and evaluation of the key values.

5. The system of claim 4, wherein the baseline values from the reference database may be modified by one or more of the following:

business type, business size, business location, and season.

6. The system of claim 4, wherein the pseudo real-time data received from the business is added to the reference database to further refine the baseline values.

7. The system of claim 1, further comprising:

a verification interface to enable designated personnel to verify validity of the data entered in the provider interface.

8. The system of claim 1, further comprising:

an optimization logic that notifies designated personnel when a key value is outside of set boundaries.

9. The system of claim 1, further comprising:

a comparison logic to obtain real-time data and compare the real-time data to acceptable ranges; and

a notification module to notify designated personnel of detected problems.

10. The system of claim 1, further comprising:

a projection logic to process past key values and current key values obtained by the analysis logic, and to project future performance.

11. The system of claim 1, further comprising:

a business monitor interface to enable a business monitor to see the overall business state of a plurality of businesses in pseudo-real time.

12. The system of claim 11, wherein the business monitor interface further provides an ability to drill down to view additional details of the business and the key values.

13. A computer-implemented method of tracking business performance, the method comprising:

enabling a provider to enter work data of a business using a computer in pseudo-real-time at a provider interface;

calculating key values for the business using a processor based on the pseudo-real-time data entered; and

providing a visual display on an output device showing a relationship of the key values to projected goals, the visual display providing immediate identification of an overall business state of the business in a graphical form; and

giving feedback to the provider including the provider'"'"'s relative performance compared to one or more other providers and the business state, wherein the other providers may perform different work functions; and

providing information to the provider, via a troubleshooting interface, about his or her own performance, and how to improve performance, in a manner to reinforce positive behavior, including notifying the performer of exceptional performance, or impact on overall business performance, when appropriate.

14. The method of claim 13, further comprising:

notifying designated personnel when a key value is outside of set boundaries.

15. The method of claim 13, further comprising:

normalizing performance of a plurality of producers having different work functions, such that the relative performance shows unified value, enabling direct comparison for the relative performance.

20. The method of claim 13, wherein the relative performance is compared to:

other providers with similar job descriptions, all other providers, the overall business state of the business.

16. An apparatus comprising:

means for enabling a provider to enter work data of a business in pseudo-real-time into a provider interface;

means for calculating key values for the business based on the pseudo-real-time data entered; and

means for illustrating a relationship of the key values to projected goals in a visual display, the visual display providing immediate identification of an overall business state in a graphical form and showing the provider'"'"'s performance and relative performance of the provider to others;

a means for providing information to the provider about his or her own performance, and how to improve performance, in a manner to enforce positive behavior; and

a means for notifying the performer of exceptional performance, or impact on overall business performance.

17. The apparatus of claim 16, further comprising:

means for notifying designated personnel when a key value is outside of set boundaries.

18. The apparatus of claim 16, further comprising:

means for processing past key values and current key values obtained by the analysis logic; and

means for projecting future performance.

19. A computer readable medium comprising non-transient executable instructions which when executed on a processing system cause said processing system to perform a method comprising:

enabling a provider to enter work data of a business in pseudo-real-time;

calculating key values for the business based on the pseudo-real-time data entered;

determining a relationship of the key values to projected goals, and illustrating the relationship in a visual display updated continuously based on the pseudo-real-time data, the visual display providing immediate identification of an overall business state of the business in a graphical form; and

displaying to the provider a performance of the provider and a relative performance of the provider to others;

providing information to the provider, via a troubleshooting interface, about his or her own performance and how to improve performance, in a manner to reinforce positive behavior; and

notifying the performer of exceptional performance, or impact on overall business performance.

21. A computer implemented method comprising:

receiving pseudo-real-time work information entered into a computer from a plurality of providers;

calculating key values based on the pseudo-real-time work information;

calculating relative performance, based on projected goals, the key values, and the real-time work information; and

displaying relative performance information to the provider, the relative performance comparing the performance of the provider to other providers;

providing information to the provider, via a troubleshooting interface, about his or her own performance, and how to improve performance, in a manner to reinforce positive behavior; and

notifying the performer of exceptional performance, or impact on overall business performance.

22. The method of claim 21, wherein the relative performance information is available to the plurality of producers, supervisors, business owners, and a business monitor.

23. The method of claim 21, wherein the relative performance information comprises one or more of:

relative performance of a particular type of producer to other producers of the particular type, relative performance of a producer compared to set goals, relative performance of the business compared to set goals, relative performance of the business compared to comparable businesses, and relative performance of types of producers to each other.

24. The method of claim 22, wherein the relative performance data is normalized to compare equivalent values.

25. The method of claim 21, further comprising:

showing the performer positive feedback for outstanding performance, and the performer'"'"'s own impact on the overall business performance.