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

• US 8,214,239 B2
• Filed: 08/30/2010
• Issued: 07/03/2012
• 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., Sullivan, Craig S., Goldwasser, Baruch, Braud, Luke A.
• Primary Examiner(s): Choi, Peter
• Application Number:
  US12/871,553
• Publication Number:
  US 20110054966A1
• Time in Patent Office: 673 Days
• Field of Search: 705/7.11
• 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. A business information system, comprising:

an interface server coupled to at least one enterprise resource planning module, the interface server facilitating browser-based access to information provided at least in part by said at least one enterprise resource planning module, the interface server causing simultaneous display of a plurality of portlets, the plurality of portlets being selected and arranged according to a user profile customizable by a user of the business information system, said plurality of portlets including;

a first portlet displaying first information derived from said at least one enterprise resource planning module; and

a second portlet displaying second information derived from said at least one enterprise resource planning module; and

an electronic mail server coupled to the interface server, the electronic mail server configured at least to transmit an electronic mail message to an electronic mail account of the user, the electronic mail message communicating the first information and the second information,

wherein the user profile includes an e-mail alert format preference, the e-mail format alert preference recording whether the user prefers a graphical format over a text-only format for the electronic mail message,

wherein, when the e-mail alert format preference indicates that the user prefers the graphical format, the electronic mail message includes a plurality of elements of a markup language that correspond to a browser-based display of the plurality of portlets, and

wherein, when the e-mail alert format preference indicates that the user prefers the text-only format, the electronic mail message includes a text-only portion, the text-only portion including a plurality of text sections each corresponding to one of the plurality of portlets in accordance with the user profile.

2. The business information system of claim 1, wherein said at least one enterprise resource planning module is hosted by an application service provider.

3. The business information system of claim 2, wherein said at least one enterprise resource planning module comprises at least one of:

an accounting module, an order processing module, a time and billing module, an inventory management module, a employee management module, a payroll module, a calendaring module and an employee collaboration module.

4. The business information system of claim 1, further comprising at least one customer relationship management module coupled to the interface server.

5. The business information system of claim 4, wherein said at least one customer relationship management comprises at least one of:

a sales force automation module, a marketing automation module, a contact list module, a call center support module, and a web-based customer support module.

6. The business information system of claim 1, the electronic mail server further configured to transmit a plurality of electronic mail messages to the electronic mail account of the user each communicating the first information and the second information, the user profile further including an e-mail alert timing preference specifying a schedule in accordance with which the plurality of electronic mail messages are transmitted.

7. The business information system of claim 1, the electronic mail server further configured to transmit the electronic mail message responsive to a receipt by the interface server of an alert request from the user.

8. The business information system of claim 7, wherein the alert request comprises an electronic mail message sent from the electronic mail account of the user.

9. The business information system of claim 7, wherein the alert request is generated responsive to user interaction with at least one of the plurality of portlets.

10. The business information system of claim 7, wherein the alert request originates from a personal digital assistant device of the user.

11. The business information system of claim 7, wherein the alert request is generated responsive to a telephone call placed by the user.

12. The business information system of claim 1, wherein:

the first information comprises a first business result metric;

the second information comprises a second business result metric;

the user profile comprises a first user-settable threshold value corresponding to the first business result metric and a second user-settable threshold value corresponding to the second business result metric;

the first portlet is configured at least to visually emphasize the first business result metric when the first business result metric crosses the first user-settable threshold value; and

the second portlet is configured at least to visually emphasize the second business result metric when the second business result metric crosses the second user-settable threshold value.

13. The business information system method of claim 1, wherein the user is assigned a predefined business role selected from a plurality of predefined business roles each associated with one of a plurality of default user profiles pre-customized for the predefined business role, and the user profile of the user is initially set to the default user profile associated with the user'"'"'s assigned predefined business role.

14. The business information system of claim 13, wherein the plurality of predefined business roles includes at least one of:

a CEO, a hands-on CEO, a bookkeeper, a marketing manager, a sales manager, a sales person, a support manager, a support person, a store manager, a warehouse manager, and a general employee.

15. The business information system of claim 13, the user profile including a terminology map, the terminology map comprising:

a plurality of static business terms fixedly associated with data records, transactions, or groups thereof within the business information system; and

for each of the plurality of static business terms, an associated vernacular equivalent tuned for the user;

wherein the vernacular equivalents are substituted for the static business terms in the plurality of portlets.

16. The business information system of claim 15, wherein each role-specific user profile includes a role-specific terminology map including vernacular equivalents tuned to the associated predefined business role.

17. The business information system of claim 16, wherein the vernacular equivalents are tunable based at least in part on user groupings corresponding to at least one of:

a role group, a language group, a geography group, a demographic group, and a salary group.

18. A computer-implemented method of communicating business information, comprising:

causing, by at least one computer, simultaneous browser-based display of a plurality of portlets, the plurality of portlets being selected and arranged according to a user profile customizable by a user of a business information system, said plurality of portlets including;

a first portlet displaying first information derived from at least one enterprise resource planning module of the business information system; and

a second portlet displaying second information derived from said at least one enterprise resource planning module; and

transmitting, by said at least one computer, an electronic mail message to an electronic mail account of the user, the electronic mail message communicating the first information and the second information;

wherein, when an e-mail alert format preference of the user profile indicates that the user prefers a graphical format, the electronic mail message includes a plurality of elements of a markup language that correspond to the simultaneous browser-based display of the plurality of portlets, and when the e-mail alert format preference of the user profile indicates that the user prefers a text-only format, the electronic mail message includes a text-only portion, the text-only portion including a plurality of text sections each corresponding to one of the plurality of portlets in accordance with the user profile.

19. The computer-implemented method of claim 18, wherein the user is assigned a predefined business role selected from a plurality of predefined business roles each associated with one of a plurality of default user profiles pre-customized for the predefined business role, and the user profile of the user is initially set to the default user profile associated with the user'"'"'s assigned predefined business role.

20. The business information system of claim 19, wherein the plurality of predefined business roles includes at least one of:

a CEO, a hands-on CEO, a bookkeeper, a marketing manager, a sales manager, a sales person, a support manager, a support person, a store manager, a warehouse manager, and a general employee.

21. One or more non-transitory computer-readable media having collectively thereon computer-executable instructions that configure one or more computers to collectively, at least:

cause simultaneous browser-based display of a plurality of portlets, the plurality of portlets being selected and arranged according to a user profile customizable by a user of a business information system, said plurality of portlets including;

a first portlet displaying first information derived from at least one enterprise resource planning module of the business information system; and

a second portlet displaying second information derived from said at least one enterprise resource planning module;

cause the browser-based display of the first information in the first portlet to be updated at first regular time intervals in accordance with a first setting in the user profile; and

cause the browser-based display of the second information in the second portlet to be updated at second regular time intervals in accordance with a second setting in the user profile.

22. The one or more computer-readable media of claim 21, wherein the user is assigned a predefined business role selected from a plurality of predefined business roles each associated with one of a plurality of default user profiles pre-customized for the predefined business role, and the user profile of the user is initially set to the default user profile associated with the user'"'"'s assigned predefined business role.

23. The business information system of claim 22, wherein the plurality of predefined business roles includes at least one of:

a CEO, a hands-on CEO, a bookkeeper, a marketing manager, a sales manager, a sales person, a support manager, a support person, a store manager, a warehouse manager, and a general employee.