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

• US 8,838,465 B2
• Filed: 06/29/2012
• Issued: 09/16/2014
• 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): Jeanty, Romain
• Application Number:
  US13/537,364
• Publication Number:
  US 20130060590A1
• Time in Patent Office: 809 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 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 method for 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;

causing, by said at least one computer, 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

causing, by said at least one computer, 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.

2. A method in accordance with claim 1, wherein said at least one enterprise resource planning module is hosted by an application service provider.

3. A method in accordance with 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. A method in accordance with 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.

5. A method in accordance with claim 4, 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.

6. A method in accordance with claim 1, wherein:

the user profile includes a 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; and

the vernacular equivalents specified by the terminology map are substituted for the static business terms in the plurality of portlets.

7. A method in accordance with claim 6, wherein each user profile includes a role-specific terminology map including vernacular equivalents tuned to a predefined business role of the user.

8. A method in accordance with claim 7, 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.

9. A system for communicating business information, comprising:

at least one business information system module including at least one enterprise resource planning module;

at least one interface server communicatively coupled with said at least one business information system module, said at least one interface server configured to perform steps including;

causing 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, said plurality of portlets including;

a first portlet displaying first information derived from said at least one business information system module; and

a second portlet displaying second information derived from said at least one business information system module;

causing 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

causing 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.

10. A system in accordance with claim 9, wherein said at least one business information system module further includes at least one customer relationship management module and said second information is derived from said at least one enterprise resource planning module or said at least one customer relationship management module.

11. A method in accordance with claim 10, wherein said at least one customer relationship management module is hosted by an application service provider.

12. A system in accordance with claim 10, wherein said at least one customer relationship management module 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.

13. A system in accordance with claim 9, 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. A system in accordance with 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. 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 browser-rendered windows, the plurality of browser-rendered windows being selected and arranged according to a user profile customizable by a user, said plurality of browser-rendered windows including;

a first browser-rendered window displaying first information derived from at least one business information system module; and

a second browser-rendered window displaying second information derived from said at least one business information system module;

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

16. One or more computer-readable media in accordance with claim 15, wherein said at last one business information system module includes at least one enterprise resource planning module.

17. One or more computer-readable media in accordance with claim 15, wherein said at last one business information system module includes at least one customer relationship management module.

18. One or more computer-readable media in accordance with claim 15, wherein each browser-rendered window is specified at least in part with a hypertext markup language.

19. One or more computer-readable media in accordance with claim 15, 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. One or more computer-readable media in accordance with 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.