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

• US 7,685,010 B2
• Filed: 04/04/2003
• Issued: 03/23/2010
• 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., Goldwasser, Baruch, Braud, Luke A., Sullivan, Craig S.
• Primary Examiner(s): Sterrett; Jonathan G.
• Assistant Examiner(s): CHOI, PETER H
• Application Number:
  US10/406,915
• Publication Number:
  US 20040199541A1
• Time in Patent Office: 2,545 Days
• Field of Search: 705/7
• 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. An integrated business information system for serving a business enterprise having an enterprise network, comprising:

a plurality of business computing modules including at least one Enterprise Resource Planning (ERP) module and at least one Customer Relationship Management (CRM) module, said business computing modules being located at a central location and hosted by an application service provider (ASP);

an interface server coupled to said business computing modules and to the Internet, said interface server facilitating browser-based access between an end user on said enterprise network and said business computing modules, said interface server causing display of a browser window to said end user including a simultaneous display within said browser window of a plurality of portlet windows, said portlet windows being selected and arranged according to a user profile for that end user that is user-customizable, said plurality of portlets comprising;

a first reporting portlet displaying a first business result metric derived from at least one of said ERP or CRM modules, said first reporting portlet further displaying with said first business result metric a first report access link associated with said business result metric that, when selected by the end user, invokes a display of underlying business data used to derive said first business result metric,

a second reporting portlet displaying a second business result metric derived from the other of said ERP or CRM modules, and

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

an electronic mail server coupled to said interface server, said electronic mail server transmitting an electronic mail message to an e-mail account of the end user, said electronic mail message communicating said first and second business result metrics,

wherein said user profile for said end user is stored in said interface server and comprises an e-mail alert format preference, said e-mail format alert preference defining whether the end user prefers a graphical format over a text-only format for said electronic mail message,

wherein said electronic mail message is formed from a markup language so as to emulate an appearance of said browser window when invoked by the end user and when said e-mail format alert indicates said graphical format preference, and

wherein said electronic mail message is a text-only message when said e-mail format alert indicates said text-only format preference, said text-only 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 profile of said end user.

2. The integrated business information system of claim 1, wherein said interface server and said electronic mail server are hosted by said ASP.

3. The integrated business information system of claim 2, wherein said plurality of business computing modules comprises each of the following ERP modules:

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

4. The integrated business information system of claim 3, wherein said plurality of business computing modules comprises each of the following CRM modules:

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

5. The integrated business information system of claim 1, said electronic mail server sending a plurality of electronic mail messages at different times to the e-mail account of the end user communicating said first and second business result metrics, said user profile for said end user being stored in said interface server and comprising an e-mail alert timing preference defining pre-established periodic intervals at which said electronic mail messages are sent.

6. The integrated business information system of claim 1, said electronic mail server sending said electronic mail message responsive to a receipt by said interface server of an alert request from the end user.

7. The integrated business information system of claim 6, wherein said alert request comprises an electronic mail message sent from said e-mail account of the end user.

8. The integrated business information system of claim 6, wherein said alert request is input by the end user into one of said plurality of portlet windows.

9. The integrated business information system of claim 6, wherein said alert request originates from a personal digital assistant device of the end user.

10. The integrated business information system of claim 6, wherein said alert request originates from a telephone call placed by the end user.

11. The integrated business information system of claim 1, said user profile comprising a user-settable threshold value corresponding to each of said first and second business result metrics, said interface server causing said first and second business result metrics to be highlighted within their respective portlets if that business result exceeds its corresponding user-settable threshold, thereby informing the end user that said business result metric is beyond its associated user-settable threshold without requiring affirmative inquiry from the user when said browser window is being displayed.

12. The integrated business information system method of claim 1, said end user being assigned a predefined role relevant to said business enterprise, said predefined role being selected from a plurality of predefined roles each having an associated default user profile associated therewith, said user profile being variable from said default user profile by the end user by virtue of said user-customizability property thereof.

13. The integrated business information system of claim 12, said user profile including 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 tuned for said end user;

wherein said vernacular equivalents are substituted for said static business terms in said browser window and in said electronic mail message.

14. The integrated business information system of claim 13, wherein said default user profile includes a default terminology map including vernacular equivalents tuned to said assigned predefined role.

15. The integrated business information system of claim 14, 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.

16. The method of claim 13, wherein said vernacular equivalents are tunable based on end user groupings selected from the group consisting of role group, language group, geography group, demographic group, and salary group.