Merger integration toolkit system and method for milestone tracking

• US 9,406,034 B2
• Filed: 03/27/2007
• Issued: 08/02/2016
• Est. Priority Date: 03/27/2006
• Status: Active Grant

• Current Assignee: Accenture Global Services Limited (Accenture PLC)
• Original Assignee: Accenture Global Services Limited (Accenture PLC)
• Inventors: Aleong, Richard W., Ebner, Dorree F., McGogney, Connor G., Dailey, Jill S., Bosco, P. Christopher, Bert, Arthur, Ficery, Kristin L., Kiene, Bruce P., Lila, Ali
• Primary Examiner(s): OUELLETTE, JONATHAN P
• Application Number:
  US11/692,003
• Publication Number:
  US 20080040140A1
• Time in Patent Office: 3,416 Days
• Field of Search: 705 11-912
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management

Abstract

The present invention provides for a method and a computer system for providing functionality for electronically managing and supporting a merger integration of businesses, using software and other computer-implemented tools. In one aspect of the invention, the method and system provide program milestone tracking for an integration of businesses, where the businesses are subject to a merger or acquisition. The system provides a collaboration environment computer program for assisting a group of individuals performing the integration of businesses. The collaboration environment computer program provides administrative controls and communication among the group of individuals. A project management computer program assists the group of individuals and is configured to manage project schedules, budgets, and timeframes. A program milestone component is established and configured to facilitate creating and tracking program milestones for the collaboration environment computer program. The program milestone component also configured to interface the collaboration environment computer program and the project management computer program such that the collaboration environment computer program directly links to the project management computer program and receive program milestone updates.

Claims

1. An apparatus, comprising:

a collaboration environment computer unit configured to;

provide a toolkit incorporating customized functionality on top of functionality of one or more applications for assisting users in performing an integration of businesses subject to a merger or acquisition there between,

the customized functionality including a security layer and program milestone tracking not available in the one or more applications,

define a plurality of cascading hierarchy levels for the security layer reflecting a level of access users are granted to a plurality of items stored in a respective library of the one or more applications,

link to a project server associated with the one or more applications,

manage the plurality of items by leveraging the functionality of the one or more applications based on linking to the project server,

import the plurality of items to the toolkit based on managing the plurality of items,

encode the plurality of items with hierarchical metadata based on the plurality of cascading hierarchy levels,

the hierarchical metadata including hierarchy values such that a requesting user is denied access to a requested item when a hierarchy value of the requested item is inconsistent with a level of access corresponding to the requesting user,

create and track program milestones based on the plurality of items, and

generate and filter reports by each level in the cascading hierarchy levels based on the plurality of items that are encoded and the program milestones.

2. The apparatus of claim 1, where the program milestones define necessary steps for completing the merger or acquisition.

3. The apparatus of claim 1, where the collaboration environment computer unit is configured to:

receive updates to the program milestones by importing a file from the project server.

4. The apparatus of claim 1, where the collaboration environment computer unit directly links to the project server.

5. The apparatus of claim 1, further comprising:

an incident tracking unit that tracks incidents related to tasks executed as part of the integration,

where the program milestones are updated based on the incidents related to the tasks.

6. The apparatus of claim 1, further comprising:

a communications tracking unit that tracks communications by volume, audience, and due dates for the communications,

where the program milestones are updated based on the communications.

7. The apparatus of claim 1, further comprising:

a workflow unit configured to;

notify users that a task to be executed as part of the integration is ready for approval, and the users will approve or disapprove of the task by selecting an approve or reject object.

8. The apparatus of claim 7, wherein an approval process comprises a number of steps, and wherein the workflow unit assigns a weight to at least one of the steps.

9. The apparatus of claim 8, wherein the workflow unit, to perform the approval process, is configured to:

determine a total number of approvers for the task;

determine a minimum number of approvers, the minimum number being less than the total number; and

move to the next step in the approval process if the minimum number has approved the task by selecting an approve or reject object.

10. A method comprising:

providing, via a device, a toolkit incorporating customized functionality on top of functionality of one or more applications for users in performing an integration of businesses subject to a merger or acquisition there between,

the customized functionality including a security layer and program milestone tracking not available in the one or more applications,

defining, by the device, a plurality of cascading hierarchy levels for the security layer reflecting a level of access users are granted to a plurality of items stored in a respective library of the one or more applications,

linking, by the device, to a project server associated with the one or more applications,

managing, by the device, the plurality of items by leveraging the functionality of the one or more applications based on linking to the project server,

importing, by the device, the plurality of items to the toolkit based on managing the plurality of items,

encoding, by the device, the plurality of items with hierarchical metadata based on the plurality of cascading hierarchy levels,

the hierarchical metadata including hierarchy values such that a requesting user is denied access to a requested item when a hierarchy value of the requested item is inconsistent with a level of access corresponding to the requesting user,

creating and tracking, by the device, program milestones based on the plurality of items, and

generating and filtering, by the device, reports by each level in the cascading hierarchy levels based on the plurality of items that are encoded and the program milestones.

11. The method of claim 10, where the program milestones define necessary steps for completing the merger or acquisition.

12. The method of claim 10, further comprising:

receiving updates to the program milestones by importing a file from the project server.

13. The method of claim 10, further comprising:

receiving status information associated with tracking communications between users by at least one of volume, audience, or due date,

where tracking the program milestones is based on the status information.

14. The method of claim 10, where linking to the project server includes directly linking to the project server.

15. One or more non-transitory computer-readable media storing instructions, the instructions comprising:

one or more instructions that, when executed by a processor, cause the processor to;

provide a toolkit incorporating customized functionality on top of functionality of one or more applications for assisting users in performing an integration of businesses subject to a merger or acquisition there between,

the customized functionality including a security layer and program milestone tracking not available in the one or more applications,

define a plurality of cascading hierarchy levels for the security layer reflecting a level of access users are granted to a plurality of items stored in a respective library of the one or more applications,

link to a project server associated with the one or more applications,

manage the plurality of items by leveraging the functionality of the one or more applications based on linking to the project server,

import the plurality of items to the toolkit based on managing the plurality of items,

encode the plurality of items with hierarchical metadata based on the plurality of cascading hierarchy levels,

the hierarchical metadata including hierarchy values such that a requesting user is denied access to a requested item when a hierarchy value of the requested item is inconsistent with a level of access corresponding to the requesting user,

create and track program milestones based on the plurality of items, and

generate and filter reports by each level in the cascading hierarchy levels based on the plurality of items that are encoded and the program milestones.

16. The one or more non-transitory computer-readable media of claim 15, where the program milestones define necessary steps for completing the merger or acquisition.

17. The one or more non-transitory computer-readable media of claim 15, where the one or more instructions, when executed by the processor, further cause the processor to:

receive updates to the program milestones by importing a file from the project server.

18. The one or more non-transitory computer-readable media of claim 15, where the one or more instructions, when executed by the processor, further cause the processor to:

receive status information associated with tracking communications between users by at least one of volume, audience, or due date,

where the program milestones are tracked based on the status information.

19. The one or more non-transitory computer-readable media of claim 15, where the one or more instructions, that cause the processor to link to the project server, further cause the processor to:

directly link to the project server.