SYSTEM AND METHOD FOR REAL-TIME SCHEDULING OF HUMAN AND NON-HUMAN RESOURCES

• US 20080313005A1
• Filed: 06/15/2007
• Published: 12/18/2008
• Est. Priority Date: 06/15/2007
• Status: Abandoned Application

• Current Assignee: Schedulicity, Inc.
• Original Assignee: Edgeinova International, Inc.
• Inventors: Nettuno, Jerome L., Nessland, Kevin S.
• Application Number:
  US11/764,178
• Publication Number:
  US 20080313005A1
• Time in Patent Office: Days
• US Class Current: 705/9
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06314 Calendaring for a resource
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/1097 Task assignment
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data

Abstract

A system for real-time resource scheduling comprising a hosted line-of-business software application for service providers operating in various industry verticals; a central data center; an in-store web-based calendar for service provider employees; a web-based calendar for service provider customers; and a mobile customer scheduling interface; wherein the central data center comprises a data store that comprises a master database and a plurality of service provider chain databases; the master database contains metadata of all service provider chain databases housed in the data store; the master database contains user accounts for customers who make reservations with any of the service providers; each service provider has a service provider chain database that is specific to that service provider; each service provider creates and maintains all resource scheduling information for its own human and non-human resources; and no data is shared between service providers.

Claims

1. A system for real-time resource scheduling comprising:

(a) a hosted line-of-business software application for service providers operating in various industry verticals;

(b) a central data center;

(c) an in-store web-based calendar for service provider employees;

(d) a web-based calendar for service provider customers; and

(e) a mobile customer scheduling interface;

wherein the central data center comprises a data store;

wherein the data store comprises a master database and a plurality of service provider chain databases;

wherein the master database contains metadata of all service provider chain databases housed in the data store;

wherein the master database contains user accounts for customers who make reservations with any of the service providers;

wherein each service provider has a service provider chain database that is specific to that service provider;

wherein customer profile information is stored in the service provider chain databases;

wherein a customer'"'"'s user account is associated with customer profile data for that customer in multiple, autonomous service provider chain databases;

wherein no data is shared between service providers;

wherein each service provider creates and maintains all resource scheduling information for its own human and non-human resources;

wherein the resource scheduling information comprises availability information;

wherein a customer uses either the web-based customer calendar or the mobile scheduling interface to make a reservation for a resource;

wherein when the customer accesses the web-based calendar or the mobile scheduling interface to make a reservation, only the time slots for which the resource is available are made available to the customer for a new reservation;

wherein a service provider employee uses the web-based in-store calendar to make a reservation for a resource on behalf of a customer;

wherein when a reservation is made by a customer or a service provider employee, the reservation information is transmitted in real-time to the service provider chain database; and

wherein instances of the web-based in-store calendar and the web-based customer calendar poll at configurable intervals for updates to reservation information and are updated with new reservation information during each subsequent polling cycle.

2. The system of claim 1, wherein the configurable interval is several seconds.

3. The system of claim 1, wherein the web-based customer calendar shows resources only for a single service provider.

4. The system of claim 1, wherein the web-based customer calendar displays existing reservations in a different color to signify that one or more time slots are not available for scheduling.

5. The system of claim 1, wherein the web-based in-store calendar displays existing reservations in a different color to signify that one or more time slots are not available for scheduling.

6. The system of claim 1, wherein the service provider chain database comprises a customer table, and wherein when a customer signs in using an existing user account or creates a new user account, the system inserts a new record in the customer table of the service provider chain database if this is the first time the customer has signed in to a location in that service provider'"'"'s network of locations.

7. The system of claim 1, wherein each service provider chain database contains data specific to a particular service provider or chain of related service providers.

8. The system of claim 7, wherein the data specific to a particular service provider or chain of related service providers comprises inventory records, service records, membership/package records, sales history, purchase orders, client/customer profiles, email and text messages sent for purposes of marketing or reminding customers of upcoming reservations, and/or employee user accounts.

9. The system of claim 7, wherein the data specific to a particular service provider or chain of related service providers comprises data required for scheduling reservations of human and non-human resources, and wherein the data required for scheduling reservations of human and non-human resources comprises human resource records, resource records for non-human resources that can be reserved by customers, resource groups that organize resources for presentation in various scheduling interfaces, availability periods that define days and hours a particular resource is available for reservation, and/or reservation records.

10. The system of claim 1, wherein the data center further comprises an HTTP web server,

wherein the HTTP web server receives reservation instructions from customers using the web-based customer calendar or the mobile scheduling interface or from employees using the web-based in-store calendar;

wherein the received instructions have a payload;

wherein the HTTP web server brokers the payload of the received instructions to XML Web Services;

wherein the XML Web Services invoke SQL stored procedures to get data from and put data to the data store;

wherein XML Web Services format and send data back to the HTTP server; and

wherein the HTTP server packages the formatted data and sends it back to the customer or employee requesting the reservation.

11. The system of claim 10, wherein the instructions are in the form of Simple Object Access Protocol messages.

12. The system of claim 1, wherein the hosted line-of-business software application comprises a web-based service-management form, and wherein a service provider employee uses the service management form to define services to be offered by that service provider'"'"'s human resources.

13. The system of claim 12, wherein the service management form comprises a means for specifying a status of active or inactive for a particular service record, a field for specifying the average duration of the service, and/or a field for recording a description of the service, and a save button to commit any changes made to the service record to the service provider chain database.

14. The system of claim 13, wherein the duration of the service specified in the service management form determines the amount of time a reservation for that service will block out on the web-based in-store calendar and the web-based customer calendar.

15. The system of claim 1, wherein the hosted line-of-business software application comprises web-based human and non-human resource management forms.

16. The system of claim 15, wherein the human resource management form comprises a sub-tab that allows a human resource record to be associated with one or more services defined in the service management form.

17. The system of claim 1, wherein the hosted line-of-business software application comprises a calendar management form, and wherein the calendar management form comprises a list of resources to be presented to individuals who are making reservations with human and non-human resources using the web-based in-store calendar or the web-based customer calendar.

18. The system of claim 17, wherein the calendar management form allows for the creation of resource groups for organizing the list of resources to be presented to individuals who are making reservations.

19. The system of claim 17, wherein the calendar management form comprises a slot length field that allows a service provider to specify schedulable intervals that will appear on the web-based in-store calendar and the web-based customer calendar.

20. The system of claim 17, wherein the calendar management form comprises a default reservation duration field that allows a service provider to specify a default length of a reservation for a non-human resource.

21. The system of claim 1, wherein a service provider uses the hosted line-of-business application to configure services and resources to be offered by that service provider and to organize the resources into groups.

22. The system of claim 1, wherein the hosted line-of-business software application is web-based software that comprises point of sale, inventory management, reporting, customer marketing, and payroll functionality.

23. The system of claim 1, wherein a customer-created reservation is insured to be valid by pre-qualifying available reservation options and presenting them in real-time to the customer.

24. The system of claim 1, wherein resource availability data is presented to the service provider employee via the web-based in-store calendar and to the customer via the web-based customer calendar and/or the mobile scheduling interface, and wherein both the employee and the customer are presented with the same resource availability data in real-time, thereby eliminating double-booking and delayed notification of reservation acceptance or denial.

25. The system of claim 1, wherein the web-based customer calendar is specific to a service provider or service provider location.

26. The system of claim 1, wherein the web-based in-store calendar shows a schedule for all resources in a resource group.

27. The system of claim 1, wherein service provider employees use the web-based in-store calendar to define availability periods for each resource for which a reservation may be made.

28. The system of claim 1, wherein the in-store calendar comprises functionality for searching for customer records and specifying reservation details.

29. The system of claim 1, wherein after a service provider employee saves a reservation in the web-based in-store calendar, the service provider chain database is updated in real-time with information about the reservation.

30. The system of claim 1, wherein the web-based customer calendar shows a daily schedule for all resources in a resource group selected from a drop-down list of resource groups.

31. The system of claim 1, wherein the web-based customer calendar displays a weekly schedule for a selected resource.

32. The system of claim 1, wherein the web-based customer calendar displays a weekly schedule for all resources in a selected resource group.

33. The system of claim 1, wherein the web-based customer calendar displays a monthly schedule for a selected resource.

34. The system of claim 1, wherein to make a reservation a customer selects an empty time slot in a pre-defined availability period.

35. The system of claim 1, wherein after a customer saves a reservation in the web-based customer calendar, the service provider chain database is updated in real-time with information about the reservation.

36. The system of claim 1, wherein when the customer or service provider employee selects a start time for a new reservation, the services offered by the selected human resource are filtered based on the start time selected by the customer or employee, the availability information for the resource, and if there is a subsequent reservation with a start time, the start time of the subsequent reservation for the resource.

37. The system of claim 1, wherein the mobile scheduling interface allows customers to select from a plurality of service providers to make a resource reservation.

38. The system of claim 1, wherein the mobile scheduling interface provides the ability to search for service providers by zip code, global positioning system coordinates, city, county, area code, and/or service provider category.

39. The system of claim 1, wherein the mobile scheduling interface comprises a mobile scheduling wizard, and wherein the mobile scheduling wizard comprises a list of service providers with which the customer has previously made reservations.

40. The system of claim 39, wherein when a customer selects a service provider, information concerning the selection is sent to an XML Web Service and date information is requested, and wherein the requested date information is displayed on a subsequent page of the mobile scheduling wizard.

41. The system of claim 40, wherein the mobile scheduling wizard displays a list of dates on which the selected service provider is willing to accept reservations self-scheduled by customers, and wherein the customer selects a date for a new reservation.

42. The system of claim 41, wherein the mobile scheduling wizard displays a list of resource groups defined by the selected service provider and available on the date selected by the customer, and wherein the customer selects a resource group.

43. The system of claim 42, wherein the mobile scheduling wizard displays a list of resources within the resource group selected by the customer, and the customer selects a resource.

44. The system of claim 43, wherein if the selected resource is a human resource, the mobile scheduling wizard displays a list of services associated with the selected human resource, and the customer selects a service.

45. The system of claim 43 or 44, wherein the mobile scheduling wizard displays a list of dates and times that are currently available for reservation based on the selections previously made by the customer.

46. The system of claim 45, wherein when the customer selects a date and time for a new reservation, the reservation is booked, and the service provider chain database is updated in real-time with information about the new reservation.

47. The system of claim 1, wherein no distinction is made between reservations made by a customer and reservations made by a service provider employee.

48. The system of claim 1, wherein the system concurrently provides stand-alone and aggregate resource scheduling functionality.

49. A method for real-time resource scheduling comprising:

(a) providing a hosted line-of-business software application for service providers operating in various industry verticals;

(b) providing a central data center;

(c) providing an in-store web-based calendar for service provider employees;

(d) providing a web-based calendar for service provider customers; and

(e) providing a mobile customer scheduling interface;

wherein the central data center comprises a data store;

wherein the data store comprises a master database and a plurality of service provider chain databases;

wherein the master database contains metadata of all service provider chain databases housed in the data store;

wherein the master database contains user accounts for customers who make reservations with any of the service providers;

wherein each service provider has a service provider chain database that is specific to that service provider;

wherein customer profile information is stored in the service provider chain databases;

wherein a customer'"'"'s user account is associated with customer profile data for that customer in multiple, autonomous service provider chain databases;

wherein no data is shared between service providers;

wherein each service provider creates and maintains all resource scheduling information for its own human and nonhuman resources;

wherein the resource scheduling information comprises availability information;

wherein a customer uses either the web-based customer calendar or the mobile scheduling interface to make a reservation for a resource;

wherein when the customer accesses the web-based calendar or the mobile scheduling interface to make a reservation, only the time slots for which the resource is available are made available to the customer for a new reservation;

wherein a service provider employee uses the web-based in-store calendar to make a reservation for a resource on behalf of a customer;

wherein when a reservation is made by a customer or a service provider employee, the reservation information is transmitted in real-time to the service provider chain database; and

wherein instances of the web-based in-store calendar and the web-based customer calendar poll at configurable intervals for updates to reservation information and are updated with new reservation information during each subsequent polling cycle.

50. The method of claim 49, wherein the configurable interval is several seconds.

51. The method of claim 49, wherein the web-based customer calendar shows resources only for a single service provider.

52. The method of claim 49, wherein the web-based customer calendar displays existing reservations in a different color to signify that one or more time slots are not available for scheduling.

53. The method of claim 49, wherein the web-based in-store calendar displays existing reservations in a different color to signify that one or more time slots are not available for scheduling.

54. The method of claim 49, wherein the service provider chain database comprises a customer table, and wherein when a customer signs in using an existing user account or creates a new user account, the system inserts a new record in the customer table of the service provider chain database if this is the first time the customer has signed in to a location in that service provider'"'"'s network of locations.

55. The method of claim 49, wherein each service provider chain database contains data specific to a particular service provider or chain of related service providers.

56. The method of claim 55, wherein the data specific to a particular service provider or chain of related service providers comprises inventory records, service records, membership/package records, sales history, purchase orders, client/customer profiles, email and text messages sent for purposes of marketing or reminding customers of upcoming reservations, and/or employee user accounts.

57. The method of claim 55, wherein the data specific to a particular service provider or chain of related service providers comprises data required for scheduling reservations of human and non-human resources, and wherein the data required for scheduling reservations of human and non-human resources comprises human resource records, resource records for non-human resources that can be reserved by customers, resource groups that organize resources for presentation in various scheduling interfaces, availability periods that define days and hours a particular resource is available for reservation, and/or reservation records.

58. The method of claim 49, wherein the data center further comprises an HTTP web server,

wherein the HTTP web server receives reservation instructions from customers using the web-based customer calendar or the mobile scheduling interface or from employees using the web-based in-store calendar;

wherein the received instructions have a payload;

wherein the HTTP web server brokers the payload of the received instructions to XML Web Services;

wherein the XML Web Services invoke SQL stored procedures to get data from and put data to the data store;

wherein XML Web Services format and send data back to the HTTP server; and

wherein the HTTP server packages the formatted data and sends it back to the customer or employee requesting the reservation.

59. The method of claim 58, wherein the instructions are in the form of Simple Object Access Protocol messages.

60. The method of claim 49, wherein the hosted line-of-business software application comprises a web-based service management form, and wherein a service provider employee uses the service management form to define services to be offered by that service provider'"'"'s human resources.

61. The method of claim 60, wherein the service management form comprises a means for specifying a status of active or inactive for a particular service record, a field for specifying the average duration of the service, and/or a field for recording a description of the service, and a save button to commit any changes made to the service record to the service provider chain database.

62. The method of claim 61, wherein the duration of the service specified in the service management form determines the amount of time a reservation for that service will block out on the web-based in-store calendar and the web-based customer calendar.

63. The method of claim 49, wherein the hosted line-of-business software application comprises web-based human and non-human resource management forms.

64. The method of claim 63, wherein the human resource management form comprises a sub-tab that allows a human resource record to be associated with one or more services defined in the service management form.

65. The method of claim 49, wherein the hosted line-of-business software application comprises a calendar management form, and wherein the calendar management form comprises a list of resources to be presented to individuals who are making reservations with human and non-human resources using the web-based in-store calendar or the web-based customer calendar.

66. The method of claim 65, wherein the calendar management form allows for the creation of resource groups for organizing the list of resources to be presented to individuals who are making reservations.

67. The method of claim 65, wherein the calendar management form comprises a slot length field that allows a service provider to specify schedulable intervals that will appear on the web-based in-store calendar and the web-based customer calendar.

68. The method of claim 65, wherein the calendar management form comprises a default reservation duration field that allows a service provider to specify a default length of a reservation for a non-human resource.

69. The method of claim 49, wherein a service provider uses the hosted line-of-business application to configure services and resources to be offered by that service provider and to organize the resources into groups.

70. The method of claim 49, wherein the hosted line-of-business software application is web-based software that comprises point of sale, inventory management, reporting, customer marketing, and payroll functionality.

71. The method of claim 49, wherein a customer-created reservation is insured to be valid by pre-qualifying available reservation options and presenting them in real-time to the customer.

72. The method of claim 49, wherein resource availability data is presented to the service provider employee via the web-based in-store calendar and to the customer via the web-based customer calendar and/or the mobile scheduling interface, and wherein both the employee and the customer are presented with the same resource availability data in real-time, thereby eliminating double-booking and delayed notification of reservation acceptance or denial.

73. The method of claim 49, wherein the web-based customer calendar is specific to a service provider or service provider location.

74. The method of claim 49, wherein the web-based in-store calendar shows a schedule for all resources in a resource group.

75. The method of claim 49, wherein service provider employees use the web-based in-store calendar to define availability periods for each resource for which a reservation may be made.

76. The method of claim 49, wherein the in-store calendar comprises functionality for searching for customer records and specifying reservation details.

77. The method of claim 49, wherein after a service provider employee saves a reservation in the web-based in-store calendar, the service provider chain database is updated in real-time with information about the reservation.

78. The method of claim 49, wherein the web-based customer calendar shows a daily schedule for all resources in a resource group selected from a drop-down list of resource groups.

79. The method of claim 49, wherein the web-based customer calendar displays a weekly schedule for a selected resource.

80. The method of claim 49, wherein the web-based customer calendar displays a weekly schedule for all resources in a selected resource group.

81. The method of claim 49, wherein the web-based customer calendar displays a monthly schedule for a selected resource.

82. The method of claim 49, wherein to make a reservation a customer selects an empty time slot in a pre-defined availability period.

83. The method of claim 49, wherein after a customer saves a reservation in the web-based customer calendar, the service provider chain database is updated in real-time with information about the reservation.

84. The method of claim 49, wherein when the customer or service provider employee selects a start time for a new reservation, the services offered by the selected human resource are filtered based on the start time selected by the customer or employee, the availability information for the resource, and if there is a subsequent reservation with a start time, the start time of the subsequent reservation for the resource.

85. The method of claim 49, wherein the mobile scheduling interface allows customers to select from a plurality of service providers to make a resource reservation.

86. The method of claim 49, wherein the mobile scheduling interface provides the ability to search for service providers by zip code, global positioning system coordinates, city, county, area code, and/or service provider category.

87. The method of claim 49, wherein the mobile scheduling interface comprises a mobile scheduling wizard, and wherein the mobile scheduling wizard comprises a list of service providers with which the customer has previously made reservations.

88. The method of claim 87, wherein when a customer selects a service provider, information concerning the selection is sent to an XML Web Service and date information is requested, and wherein the requested date information is displayed on a subsequent page of the mobile scheduling wizard.

89. The method of claim 88, wherein the mobile scheduling wizard displays a list of dates on which the selected service provider is willing to accept reservations self-scheduled by customers, and wherein the customer selects a date for a new reservation.

90. The method of claim 89, wherein the mobile scheduling wizard displays a list of resource groups defined by the selected service provider and available on the date selected by the customer, and wherein the customer selects a resource group.

91. The method of claim 90, wherein the mobile scheduling wizard displays a list of resources within the resource group selected by the customer, and the customer selects a resource.

92. The method of claim 91, wherein if the selected resource is a human resource, the mobile scheduling wizard displays a list of services associated with the selected human resource, and the customer selects a service.

93. The method of claim 91 or 92, wherein the mobile scheduling wizard displays a list of dates and times that are currently available for reservation based on the selections previously made by the customer.

94. The method of claim 93, wherein when the customer selects a date and time for a new reservation, the reservation is booked, and the service provider chain database is updated in real-time with information about the new reservation.

95. The method of claim 49, wherein no distinction is made between reservations made by a customer and reservations made by a service provider employee.

96. The method of claim 49, wherein the system concurrently provides stand-alone and aggregate resource scheduling functionality.