System and method for a planner

• US 20050120052A1
• Filed: 12/02/2003
• Published: 06/02/2005
• Est. Priority Date: 09/04/2002
• Status: Active Grant

• Current Assignee: AHM Holdings I, Inc. (IQVIA Holdings, Inc.)
• Original Assignee: Advanced Health Media LLC (IQVIA Holdings, Inc.)
• Inventors: Miller, Greg, McMurtry, Kevin, Brady, Jeffrey
• Granted Patent: US 7,774,221 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting
• CPC Class Codes: G06Q 10/1095 Meeting or appointment

Abstract

A planning system and method is disclosed. The planning system includes at least one business rule remote from at least one client, a meeting editor, wherein at least one meeting may be generated for the at least one client by the meeting editor in accordance with at least one of the at least one business rule, and at least one tracker communicatively connected to the meeting editor, wherein the at least one tracker tracks at least two data items selected from the group consisting of invitees to at least one of the at least one meetings, respondents to invitations to the meeting, at least one speaker of the meeting, at least one host of the meeting, finances of the meeting, and a venue of the meeting, and wherein the at least one tracker communicates the at least two data items with the meeting editor. The method may include a receiving a logging onto the application, receiving a meeting identifier, receiving a selection of at least one venue for the meeting, receiving an identification of participants for the meeting, sending the participants invitations to the meeting, assembling statistics on replies to the invitations, sending reminder notices to the participants upon the assembling of statistics, tracking expenses for the meeting, and generating reports concerning the meeting.

Claims

1. An planner apparatus, comprising:

a project management module, wherein at least one information item associated with an event is generated;

an event logistics module, wherein at least one of recruiting of individuals for attendance at said event, selection of venue and speakers for said event, and travel logistics for said event, in accordance with said at least one information item, is monitored;

at least one database, wherein the at least one information item, and wherein at least one of said recruiting, venue, speakers, and travel logistics is stored;

a priority designation identifying at least one of said recruiting, venue, speakers, and travel logistics;

a fulfillment request module, wherein fulfillment of tasks associated with said at least one database is performed; and

a reporting module, wherein data associated with said event, in accordance with said at least one information item and at least one of said recruiting, venue, speakers, and travel logistics, is provided to a user.

2. The planner apparatus of claim 1, wherein said project management module comprises a representative list management, a speaker list management, a task list management, and a security access control.

3. The planner apparatus of claim 1, further comprising a financial module, wherein estimates of cost are generated.

4. The planner apparatus of claim 1, wherein said priority designation includes a designation of at least the most important of said recruiting, venue, speakers, and travel logistics.

5. The planner apparatus of claim 1, wherein said priority designation includes a designation of at least the least important of said recruiting, venue, speakers, and travel logistics.

6. A planning system comprising:

at least one business rule remote from at least one client, said business rule at least including a priority designation;

a meeting editor, wherein at least one meeting may be generated for the at least one client by the meeting editor in accordance with at least one of the at least one business rule; and

at least one tracker communicatively connected to the meeting editor, wherein the at least one tracker tracks at least two data items selected from the group consisting of invitees to at least one of the at least one meetings, respondents to invitations to the meeting, at least one speaker of the meeting, at least one host of the meeting, finances of the meeting, and a venue of the meeting, and wherein the at least one tracker communicates the at least two data items with the meeting editor,

wherein said priority designation includes an identification of the at least the most important aspects of the at least one meeting.

7. The planning system of claim 6, wherein at least one of the at least one client is at least one selected from the group consisting of at least one system administrator, at least one meeting planner, at least one meeting attendee, at least one speaker, and at least one service supplier.

8. The planning system of claim 6, wherein said meeting editor comprises:

a meeting set-up module for setting up each meeting; and

a meeting manager for managing each set-up meeting.

9. The planning system of claim 8, wherein said meeting editor further comprises:

a fulfillment request form manager; and

a reporter.

10. The planning system of claim 6, wherein the at least one meeting manager comprises at least one selected from the group consisting of an attendance listing manager, an invitee listing manager, a speaker listing manager, task listing manager, and a security listing manager.

11. The planning system of claim 6, wherein said at least one business rule comprises a distributed internet application architecture.

12. The planning system of claim 6, wherein said meeting editor comprises at least one dynamic link library and at least one html template.

13. The planning system of claim 6, wherein said at least one tracker comprises at least one database for each meeting.

14. The planning system of claim 13, wherein the at least one database comprises at least one data attribute selected from the group consisting of a meeting code for the meeting, and at least one of a meeting date, a meeting time, a meeting type, a meeting status, a meeting number and a client meeting number.

15. The planning system of claim 14, wherein the at least one database further comprises data attributes of the at least one speaker and the venue, and wherein at least one of the at least one speaker and the venue are relationally linked to at least one of the meeting code and the meeting date.

16. The planning system of claim 14, wherein the venue is relationally stored in the at least one database as one of a pending status and a confirmed status.

17. The planning system of claim 6, wherein the report is at least one of a two day report, a five day report, a seven day report, a monthly report, and a weekly report.

18. The planning system of claim 17, wherein the report includes at least two selected from the group consisting of at least two meetings scheduled, attendance rosters for each of the at least two meetings scheduled, and financial status for each of the at least two meetings scheduled.

19. The planning system of one of claims 17 and 18, wherein the report comprises a spreadsheet format.

20. The planning system of claim 17, wherein the report comprises at least one selected from the group consisting of an invitation report of invitees to the meeting, a projected attendee report of acceptors of invitations to the meeting, a status summary report, a results report, a hyperlink report may include, or provide a link to, an attendance roster which might also include the session code, the date and time of the meeting, the location, the host, and a cumulative report.

21. The planning system of claim 6, further comprising a finance tracker.

22. The planning system of claim 21, wherein said finance tracker tracks expenses relating to at least one of the at least one meeting.

23. The planning system of claim 22, wherein said finance tracker tracks a type of each expense, a status of each expense, an estimated amount of each expense, and an actual amount of each expense.

24. The planning system of claim 6, wherein said tracker comprises a contacts database.

25. The planning system of claim 24, wherein the contacts database comprises a name, address, and phone number of at least one of an invitee, an attendee, a speaker, a host, a venue, a moderator, and an audio-visual supplier for at least one of the at least one meeting.

26. A method for planning a meeting utilizing an application remote from a planner of the meeting, said method comprising:

receiving a logging onto the application;

receiving a meeting identifier;

receiving a selection of at least one venue for said meeting;

receiving an identification of participants for said meeting;

prioritizing at least one of said at least one venue, and identification of participants;

sending said participants invitations to said meeting;

assembling statistics on replies to said invitations;

sending reminder notices to said participants upon said assembling of statistics;

tracking expenses for said meeting; and

generating reports concerning said meeting.

27. The method according to claim 26, wherein said participants include one or more selected from the group consisting of speakers, moderators, and guests.

28. The method according to claim 26, further comprising receiving notification when meeting status changes.

29. The method according to claim 28, wherein said meeting status changes includes booking at least a speaker for the meeting.

30. The method according to claim 26, further comprising routing the meeting for approval of the meeting.

31. The method according to claim 26, wherein said tracking expenses for said meeting includes at least estimating remaining budget based on interred budget and amount spent.