Concise communication of real-time business information in an enterprise network

• US 8,195,493 B2
• Filed: 02/02/2010
• Issued: 06/05/2012
• Est. Priority Date: 04/04/2003
• Status: Active Grant

• Current Assignee: NetSuite Inc. (Oracle Corporation)
• Original Assignee: NetSuite Inc. (Oracle Corporation)
• Inventors: Goldberg, Evan M., Sullivan, Craig S., Goldwasser, Baruch, Braud, Luke A.
• Primary Examiner(s): CHOI, PETER H
• Application Number:
  US12/698,933
• Publication Number:
  US 20100138263A1
• Time in Patent Office: 854 Days
• Field of Search: 705/7.11
• US Class Current: 705/7.11
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/00 Commerce

Abstract

A method, system, computer program product, and related business methods for concisely communicating real-time business information to end users in an enterprise network is described. An integrated business system having at least ERP and CRM functionality is accessed via a browser-based user interface. A plurality of portlet windows are simultaneously displayed within a browser window, each portlet window occupying a relatively small area therein. The portlet windows are selected and arranged according to a customizable user profile for each user, and include reporting portlets displaying up-to-date business results retrieved from the integrated business system. Each reporting portlet further comprises report access links associated with at least one of the business results that, when selected by the user, invoke browser-based displays of up-to-date business data underlying those business results. Preferably, in accordance with a user-customizable alert setting stored in the user profile, regular electronic mail messages are sent to the user communicating up-to-date versions of those business results. Preferably, data labels that identify business items within the browser-based user interface and on the electronic mails are expressed in a business vernacular tuned to each user according to customizable business vernacular settings in their user profiles.

Claims

1. A method for displaying information derived from an integrated business system having at least one Enterprise Resource Planning (ERP) module and at least one Customer Relationship Management (CRM) module, comprising:

displaying a browser window to a user;

simultaneously displaying within said browser window a plurality of portlet windows, each portlet window occupying a relatively small area within said browser window, said portlet windows being selected and arranged according to a user profile for that user, said plurality of portlets comprising;

a first reporting portlet displaying a first business result metric derived from said ERP module, said first reporting portlet further displaying a first report access link associated with said business result that, when selected by the user, invokes a display of underlying business data associated with said first business result metric;

a first application portlet comprising at least one application access link that, when selected by the user, invokes a browser-based interactive session with one of said ERP or CRM modules; and

a second reporting portlet displaying a second business result metric, said second business result metric being derived from said CRM module; and

accessing said user profile associated with said user from the integrated business system, said user profile comprising a display mode preference associated with each of said first and second business result metrics indicating a selection of one of a text-based output format or a graphics-based output format;

displaying said first and second business result metrics according to their associated display mode preferences;

receiving portlet positioning preferences from the user indicating desired spatial arrangements of said plurality of portlets in said browser window for that user;

storing said portlet positioning preferences in said user profile;

subsequent to said receiving portlet positioning preferences, displaying said first reporting portlet, said second reporting portlet, and said first application portlet according to said portlet positioning preferences; and

for each of said first and second business result metrics,

acquiring an associated threshold value;

storing said threshold value in said user profile;

comparing each of said first and second business result metrics against their associated threshold value; and

displaying any of said first and second business result metrics that are beyond their associated threshold value in a highlighted format within its respective portlet, thereby immediately informing the user that said business result metric is beyond its associated threshold without requiring affirmative inquiry from the user.

2. The method of claim 1, wherein said integrated business system comprises each of the following ERP modules:

accounting, order processing, time and billing, inventory management, employee management/payroll, and employee calendaring/collaboration.

3. The method of claim 2, wherein said integrated business system comprises each of the following CRM modules:

sales force automation (SFA), marketing automation, contact list, call center support, and web-based customer support.

4. The method of claim 1, said user being associated with a business enterprise having an enterprise network, said integrated business system being hosted by an application service provider (ASP) remotely located with respect to any physical facilities of said business enterprise, said user accessing said integrated business system over the internet.

5. A method for displaying information derived from an integrated business system having at least one Enterprise Resource Planning (ERP) module and at least one Customer Relationship Management (CRM) module, comprising:

displaying a browser window to a user;

simultaneously displaying within said browser window a plurality of portlet windows, each portlet window occupying a relatively small area within said browser window, said portlet windows being selected and arranged according to a user profile for that user, said plurality of portlets comprising;

a first reporting portlet displaying a first business result metric derived from said ERP module, said first reporting portlet further displaying a first report access link associated with said business result that, when selected by the user, invokes a display of underlying business data associated with said first business result metric;

a first application portlet comprising at least one application access link that, when selected by the user, invokes a browser-based interactive session with one of said ERP or CRM modules;

a second reporting portlet displaying a second business result metric, said second business result metric being derived from said CRM module;

a continuing search results portlet displaying results associated with a continuing search request; and

a user interface management portlet comprising at least one customization access link that, when selected by the user, invokes a browser-based interactive session customization module, said customization module receiving user preferences including said portlet positioning preferences and said continuing search request;

accessing said user profile associated with said user from the integrated business system, said user profile comprising a display mode preference associated with each of said first and second business result metrics indicating a selection of one of a text-based output format or a graphics-based output format;

displaying said first and second business result metrics according to their associated display mode preferences;

receiving portlet positioning preferences from the user indicating desired spatial arrangements of said plurality of portlets in said browser window for that user;

storing said portlet positioning preferences in said user profile; and

subsequent to said receiving portlet positioning preferences, displaying said first reporting portlet, said second reporting portlet, and said first application portlet according to said portlet positioning preferences.

6. The method of claim 5, said simultaneous display of portlets within said browser window being instantiated responsive to a home-page link selection from the user, further comprising refreshing said first business result metric, said second business result metric, and said continuing search result whenever said home-page link is selected, said refreshing including fetching up-to-date versions of said first business result metric, said second business result metric, and said continuing search result from said integrated business system.

7. The method of claim 6, further comprising refreshing said first business result metric, said second business result metric, and said continuing search result at regular periodic intervals responsive to a desired update interval stored in said user profile.

8. The method of claim 6, further comprising:

reading an e-mail alert preference from said user profile; and

transmitting an electronic mail message from the integrated business system to an electronic mail account of the user according to said e-mail alert preference, said electronic mail message comprising at least said first and second business result metrics.

9. The method of claim 8, said electronic mail message being formed from a markup language so as to emulate the appearance of said browser window upon user selection of the home-page link.

10. The method of claim 8, said electronic mail message being a text-only message communicating said first and second business result metrics in a text-only format.

11. The method of claim 10, said text-only electronic mail message comprising text sections sequentially ordered in a manner matching an order in which said portlet windows are arranged in said browser window according to said user-specific profile.

12. A method for displaying information derived from an integrated business system having at least one Enterprise Resource Planning (ERP) module and at least one Customer Relationship Management (CRM) module, comprising:

displaying a browser window to a user, said user being associated with a business enterprise having an enterprise network;

simultaneously displaying within said browser window a plurality of portlet windows, each portlet window occupying a relatively small area within said browser window, said portlet windows being selected and arranged according to a user profile for that user, said plurality of portlets comprising;

a first reporting portlet displaying a first business result metric derived from said ERP module, said first reporting portlet further displaying a first report access link associated with said business result that, when selected by the user, invokes a display of underlying business data associated with said first business result metric; and

a first application portlet comprising at least one application access link that, when selected by the user, invokes a browser-based interactive session with one of said ERP or CRM modules;

assigning the user a predefined role relevant to said business enterprise, said redefined role being selected from a plurality of predefined roles each having an associated default user profile associated therewith;

setting said user profile for that user equal to the default user profile for said assigned predefined role; and

updating said user profile for that user according to customization commands received from the user;

wherein said user profile includes a terminology map, said terminology map comprising;

a plurality of static business terms fixedly associated with data records, transactions, or groups thereof within the integrated business system; and

for each of said static business terms, an associated vernacular equivalent customized to said user; and

wherein said vernacular equivalents are substituted for said static business terms in said browser window.

13. The method of claim 12, wherein said default user profile includes a default terminology map including vernacular equivalents relevant to said assigned predefined role.

14. The method of claim 13, said plurality of static business terms including the term “

estimate,”

said plurality of predefined roles including accountant, CEO, and sales manager, wherein said vernacular equivalents of “

estimate”

are assigned as (i) “

quote”

for the CEO role, (ii) “

quote”

for the sales manager role, and (iii) “

estimate”

or NULL EQUIVALENT for the accountant role.

15. The method of claim 12, wherein said vernacular equivalents are customizable by the user.

16. The method of claim 15, wherein said vernacular equivalents are further customizable based on other, non-role-based user groupings selected from the group consisting of:

language group, geography group, demographic group, and salary group.