System and method for automating customer-validated statement of work for a data storage environment
First Claim
1. A computer system that provides customer-validated Statement of Work workflow automation for data storage environments, the computer system comprising:
- computer hardware comprising one or more computer processors;
a first portal module executing in the one or more computer processors, the first portal configured to receive first data indicative of a storage architecture of a first data storage system, the first data comprising at least first storage configuration information, customer storage media type preference, an amount of available storage components, and recommendations by the service provider for modifying the first data storage system, the first data input by a service provider;
a second portal module executing on one or more computer processors, the second portal module configured to transmit the first data and the recommendations for modifying the first data storage system for review by the customer, the second portal module being further configured to receive input of second storage configuration information input by a customer about the first data system, expectations from the customer about the modifications to the first data storage system, and validation input from the customer regarding the data storage system environment;
a manager module executing on the one or more computer processors, the manager module further configured to;
automatically compare the first configuration information about the first data system input by the first service provider with the second storage configuration information input by the customer,automatically compare the recommendations input by the service provider with the expectations input by the customer,automatically alert a services manager with any discrepancies associated with the comparing of the first storage configuration information with the second storage configuration information and any discrepancies associated with the comparing of the recommendations with the expectations;
after a service manager or professional services personnel resolve any discrepancies, the manager module further configured to generate, based at least on the first data and the validation input, a customer-validated Statement of Work to be performed with respect to the project related to the first data storage system;
after the customer has accepted the proposed project Statement of Work, a third portal module configured to receive completion data regarding completion of the services performed with respect to the first data storage system; and
a searchable repository comprising project history data corresponding to a history of the project'"'"'s lifecycle configured to be used to assist professional services or customer support organizations to better manage relevant details associated with the Statement of Work.
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Accused Products
Abstract
Computer systems and methods are disclosed for improving professional services delivery, such as services in a data management environment. In certain examples, computer systems comprise portals for transmitting and receiving information from parties involved in the performance and receipt of professional services. For instance, a first portal can receive data (e.g., from sales personnel) descriptive of a customer'"'"'s product environment. A manager module populates a record with the data, and a second portal provides the customer with access to the record for review, correction and/or validation prior to the generation of a Statement of Work or other like project description. The second portal can also request additional information from the customer regarding the product environment. The manager module compares the data received through the first portal with the customer-entered information to identify and/or address discrepancies between the sets of data and customize the generation of the Statement of Work.
463 Citations
14 Claims
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1. A computer system that provides customer-validated Statement of Work workflow automation for data storage environments, the computer system comprising:
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computer hardware comprising one or more computer processors; a first portal module executing in the one or more computer processors, the first portal configured to receive first data indicative of a storage architecture of a first data storage system, the first data comprising at least first storage configuration information, customer storage media type preference, an amount of available storage components, and recommendations by the service provider for modifying the first data storage system, the first data input by a service provider; a second portal module executing on one or more computer processors, the second portal module configured to transmit the first data and the recommendations for modifying the first data storage system for review by the customer, the second portal module being further configured to receive input of second storage configuration information input by a customer about the first data system, expectations from the customer about the modifications to the first data storage system, and validation input from the customer regarding the data storage system environment; a manager module executing on the one or more computer processors, the manager module further configured to; automatically compare the first configuration information about the first data system input by the first service provider with the second storage configuration information input by the customer, automatically compare the recommendations input by the service provider with the expectations input by the customer, automatically alert a services manager with any discrepancies associated with the comparing of the first storage configuration information with the second storage configuration information and any discrepancies associated with the comparing of the recommendations with the expectations; after a service manager or professional services personnel resolve any discrepancies, the manager module further configured to generate, based at least on the first data and the validation input, a customer-validated Statement of Work to be performed with respect to the project related to the first data storage system; after the customer has accepted the proposed project Statement of Work, a third portal module configured to receive completion data regarding completion of the services performed with respect to the first data storage system; and a searchable repository comprising project history data corresponding to a history of the project'"'"'s lifecycle configured to be used to assist professional services or customer support organizations to better manage relevant details associated with the Statement of Work. - View Dependent Claims (2, 3, 4, 5, 6, 7, 12, 13, 14)
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8. A method that provides customer-validated Statement of Work workflow automation for data storage environments, the method comprising:
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receiving first data with a first portal module executing on computer hardware comprising one or more computer processors, the first data indicative of a storage architecture of a first data storage system, the first data comprising at least first storage configuration information, customer storage media type preference, an amount of available storage components, and recommendations by the service provider for modifying the first data storage system, the first data input by a service provider; transmitting with a second portal module, the first data and the recommendations for modifying the first data storage system for review by the customer; receiving input of second storage configuration information with the second portal module executing on one or more computer processors, the second storage configuration information input by a customer about the first data system, expectations from the customer about the modifications to the first data storage system, and validation input from the customer regarding the data storage system environment; automatically comparing the first configuration information about the first data system input by the first service provider with the second storage configuration information input by the customer, automatically comparing the recommendations input by the service provider with the expectations input by the customer, automatically alerting a services manager with any discrepancies associated with the comparing of the first storage configuration information with the second storage configuration information and any discrepancies associated with the comparing of the recommendations with the expectations; after a service manager or professional services personnel resolve any discrepancies, generating, based at least on the first data and the validation input, a customer-validated Statement of Work to be performed with respect to the project related to the first data storage system; after the customer has accepted the proposed project Statement of Work, receiving completion data regarding completion of the services performed with respect to the first data storage system; and storing in a searchable repository, project history data corresponding to a history of the project'"'"'s lifecycle configured to be used to assist professional services or customer support organizations to better manage relevant details associated with the Statement of Work. - View Dependent Claims (9, 10, 11)
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Specification