U.S. patent application number 13/889189 was filed with the patent office on 2014-08-14 for system and method for managing system-level workflow strategy.
This patent application is currently assigned to Aktana, Inc.. The applicant listed for this patent is Aktana, Inc.. Invention is credited to Clark BERNIER, Derek CHOY, David EHRLICH, John O'HOLLERAN, Robert WILLSON.
Application Number | 20140229225 13/889189 |
Document ID | / |
Family ID | 50184864 |
Filed Date | 2014-08-14 |
United States Patent
Application |
20140229225 |
Kind Code |
A1 |
BERNIER; Clark ; et
al. |
August 14, 2014 |
SYSTEM AND METHOD FOR MANAGING SYSTEM-LEVEL WORKFLOW STRATEGY
Abstract
A system and method for managing workflow including the ability
to manage system-level workflow strategy, manage individual
workflow activity, and provide suggestions to optimize individual
workflow activity, is provided. The system may provide suggestions
to workers based on their schedules and activities that the workers
have to perform. Users of the system may configure the criteria
used in determining which suggestions to provide to workers. The
system may refine the suggestions provided to workers based on
feedback received regarding the suggestions previously
provided.
Inventors: |
BERNIER; Clark; (San
Francisco, CA) ; CHOY; Derek; (San Francisco, CA)
; WILLSON; Robert; (Tokyo, JP) ; EHRLICH;
David; (San Francisco, CA) ; O'HOLLERAN; John;
(San Francisco, CA) |
|
Applicant: |
Name |
City |
State |
Country |
Type |
Aktana, Inc. |
San Francisco |
CA |
US |
|
|
Assignee: |
Aktana, Inc.
San Francisco
CA
|
Family ID: |
50184864 |
Appl. No.: |
13/889189 |
Filed: |
May 7, 2013 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
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13767815 |
Feb 14, 2013 |
8744890 |
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13889189 |
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61801214 |
Mar 15, 2013 |
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Current U.S.
Class: |
705/7.27 |
Current CPC
Class: |
G06Q 10/06316 20130101;
G06Q 10/0637 20130101; G06Q 10/0633 20130101; G06Q 10/0631
20130101; G06Q 10/063116 20130101 |
Class at
Publication: |
705/7.27 |
International
Class: |
G06Q 10/06 20060101
G06Q010/06 |
Claims
1. A system for managing company-level strategy for a company, the
system comprising: one or more physical processors configured to
execute program modules, the program modules comprising: a strategy
management module configured to: develop a first configurable
strategy based on a plurality of configurable market segments,
wherein the first configurable strategy is related to one or more
company goals associated with an individual product; develop a
first configurable workflow related to the first configurable
strategy, wherein the first configurable workflow comprises a
plurality of requested activities related to implementing the one
or more company goals; store information related to execution of a
first requested activity and a second requested activity of the
first configurable workflow; calculate performance metrics based on
the information related to execution of the first requested
activity and the second requested activity; and modify the first
configurable strategy based on the calculated performance
metrics.
2. The system of claim 1, wherein the strategy management module is
configured to: facilitate selection of a first criteria for
developing the first strategy based on one or more of: strategy
type, worker type, or level of involvement.
3. The system of claim 2, wherein the strategy management module is
configured to: prepare an optimized sample strategy based on the
selected pre-set criteria.
4. The system of claim 3, wherein the strategy management module is
configured to: provide expected performance metrics based on the
optimized sample strategy.
5. The system of claim 2, wherein the strategy management module is
configured to: prepare an optimized configurable workflow; and
populate data for an optimized requested activity of the optimized
configurable workflow based on feedback received from a plurality
of workers of the company.
6. The system of claim 2, wherein the strategy management module is
configured to: prepare a first optimized configurable workflow to
maximize a first company goal; and prepare a second optimized
configurable workflow to maximize a second company goal, wherein
the one or more company goals comprise one or more of: customer
satisfaction, return on investment, gross sales, worker
performance, efficiency, or reduced costs.
7. The system of claim 1, wherein the strategy management module is
configured to: facilitate selection of a plurality of factors and a
respective plurality of weights for the plurality of factors,
wherein the plurality of factors and respective plurality of
weights are used to determine a plurality of suggestions based on
the first configurable strategy and the first configurable
workflow.
8. The system of claim 1, wherein the strategy management module is
configured to: provide a recommendation to automatically update a
first market segment based on the calculated performance metrics,
wherein updating the first market segment comprises one of:
combining the first market segment with a second market segment, or
splitting the first market segment into the second market segment
and a third market segment.
9. The system of claim 1, wherein the information related to the
execution of the first requested activity comprises one or more of:
number of sales, profit associated with the first configurable
strategy, product inventory, or percentage of requested activities
associated with the first configurable strategy that are
executed.
10. The system of claim 1, wherein the information related to
execution of the first requested activity comprises feedback
received from a plurality of workers of the company related to the
first requested activity.
11. A method for managing company-level strategy for a company, the
method being implemented in a computer system comprising one or
more physical processors configured to execute program modules, the
method comprising: developing a first configurable strategy based
on a plurality of configurable market segments, wherein the first
configurable strategy is related to one or more company goals
associated with an individual product; developing a first
configurable workflow related to the first configurable strategy,
wherein the first configurable workflow comprises a plurality of
requested activities related to implementing the one or more
company goals; storing information related to execution of a first
requested activity and a second requested activity of the first
configurable workflow; calculating performance metrics based on the
information related to execution of the first requested activity
and the second requested activity; and modifying the first
configurable strategy based on the calculated performance
metrics.
12. The method of claim 11, further comprising: facilitating
selection of a first criteria for developing the first strategy
based on one or more of: strategy type, worker type, or level of
involvement.
13. The method of claim 12, further comprising: preparing an
optimized sample strategy based on the selected pre-set
criteria.
14. The method of claim 13, further comprising: providing expected
performance metrics based on the optimized sample strategy.
15. The method of claim 12, further comprising: preparing an
optimized configurable workflow; and populating data for an
optimized requested activity of the optimized configurable workflow
based on feedback received from a plurality of workers of the
company.
16. The method of claim 12, further comprising: preparing a first
optimized configurable workflow to maximize a first company goal;
and preparing a second optimized configurable workflow to maximize
a second company goal, wherein the one or more company goals
comprise one or more of: customer satisfaction, return on
investment, gross sales, worker performance, efficiency, or reduced
costs.
17. The method of claim 11, further comprising: facilitating
selection of a plurality of factors and a respective plurality of
weights for the plurality of factors, wherein the plurality of
factors and respective plurality of weights are used to determine a
plurality of suggestions based on the first configurable strategy
and the first configurable workflow.
18. The method of claim 11, further comprising: providing a
recommendation to automatically update a first market segment based
on the calculated performance metrics, wherein updating the first
market segment comprises one of: combining the first market segment
with a second market segment, or splitting the first market segment
into the second market segment and a third market segment.
19. The method of claim 11, wherein the information related to the
execution of the first requested activity comprises one or more of:
number of sales, profit associated with the first configurable
strategy, product inventory, or percentage of requested activities
associated with the first configurable strategy that are
executed.
20. The method of claim 11, wherein the information related to
execution of the first requested activity comprises feedback
received from a plurality of workers of the company related to the
first requested activity.
21. A non-transitory electronic storage media storing information
related to managing company-level strategy for a company, the
stored information comprising: information related to one or more
company goals; instructions configured to cause a client computing
platform to: develop a first configurable strategy based on a
plurality of configurable market segments, wherein the first
configurable strategy is related to one or more company goals
associated with an individual product; develop a first configurable
workflow related to the first configurable strategy, wherein the
first configurable workflow comprises a plurality of requested
activities related to implementing the one or more company goals;
store information related to execution of a first requested
activity and a second requested activity of the first configurable
workflow; calculate performance metrics based on the information
related to execution of the first requested activity and the second
requested activity; and modify the first configurable strategy
based on the calculated performance metrics.
22. The non-transitory electronic storage media of claim 21,
wherein the instructions are configured to cause a client computing
platform to: facilitate selection of a first criteria for
developing the first strategy based on one or more of: strategy
type, worker type, or level of involvement.
23. The non-transitory electronic storage media of claim 22,
wherein the instructions are configured to cause a client computing
platform to: prepare an optimized sample strategy based on the
selected pre-set criteria.
24. The non-transitory electronic storage media of claim 23,
wherein the instructions are configured to cause a client computing
platform to: provide expected performance metrics based on the
optimized sample strategy.
25. The non-transitory electronic storage media of claim 22,
wherein the instructions are configured to cause a client computing
platform to: prepare an optimized configurable workflow; and
populate data for an optimized requested activity of the optimized
configurable workflow based on feedback received from a plurality
of workers of the company.
26. The non-transitory electronic storage media of claim 22,
wherein the instructions are configured to cause a client computing
platform to: prepare a first optimized configurable workflow to
maximize a first company goal; and prepare a second optimized
configurable workflow to maximize a second company goal, wherein
the one or more company goals comprise one or more of: customer
satisfaction, return on investment, gross sales, worker
performance, efficiency, or reduced costs.
27. The non-transitory electronic storage media of claim 21,
wherein the instructions are configured to cause a client computing
platform to: facilitate selection of a plurality of factors and a
respective plurality of weights for the plurality of factors,
wherein the plurality of factors and respective plurality of
weights are used to determine a plurality of suggestions based on
the first configurable strategy and the first configurable
workflow.
28. The non-transitory electronic storage media of claim 21,
wherein the instructions are configured to cause a client computing
platform to: provide a recommendation to automatically update a
first market segment based on the calculated performance metrics,
wherein updating the first market segment comprises one of:
combining the first market segment with a second market segment, or
splitting the first market segment into the second market segment
and a third market segment.
29. The non-transitory electronic storage media of claim 21,
wherein the information related to the execution of the first
requested activity comprises one or more of: number of sales,
profit associated with the first configurable strategy, product
inventory, or percentage of requested activities associated with
the first configurable strategy that are executed.
30. The non-transitory electronic storage media of claim 21,
wherein the information related to execution of the first requested
activity comprises feedback received from a plurality of workers of
the company related to the first requested activity.
Description
CROSS REFERENCE TO RELATED APPLICATIONS
[0001] This application is a continuation of U.S. Non-Provisional
patent application Ser. No. 13/767,815, entitled "System and Method
for Managing System-Level Workflow Strategy and Individual Workflow
Activity," filed on Feb. 14, 2013, claims priority from U.S.
Provisional Application No. 61/801,214, entitled "System and Method
for Managing System-Level Workflow Strategy," filed on Mar. 15,
2013, and is related to co-pending U.S. Non-Provisional Patent
Application No. ______ entitled "System and Method for Planning a
Schedule for a Worker Based on Scheduled Events and Suggested
Activities," filed on ______, 2013, co-pending U.S. Non-Provisional
Patent Application No. ______, entitled "System and Method for
Updating a Schedule for a Worker Based on Real-Time Information
Related to Execution of the Schedule," filed on ______, 2013,
co-pending U.S. Non-Provisional Patent Application No. ______,
entitled "System and Method for Determining Suggested Activities
for a Worker Based on Workflow Activity and Triggers," filed on
______, 2013, and co-pending U.S. Non-Provisional Patent
Application No. ______, entitled "System and Method for Determining
Suggested Activities for a Worker Based on Business Objectives,"
filed on ______, 2013, each of which are incorporated by reference
herein in entirety.
FIELD OF THE INVENTION
[0002] The invention relates to a system and method for managing
workflow including the ability to manage system-level workflow
strategy for a company.
BACKGROUND OF THE INVENTION
[0003] Generally speaking, companies prepare strategies aimed to
enhance the sale of their products and/or services. These
strategies may be focused on segments of the markets, specific
products and/or services, geographic territories, and/or other
focuses. These strategies are often multi-tiered, focusing on
global criteria such as, for example, segments of the markets,
specific products and/or services, geographic territories, and/or
other global criteria, as well as personnel-based criteria such as,
for example, individual sales goals, individual activity goals,
and/or other personnel-based criteria. Often, employees are left to
implement personnel-level strategies using their own judgment.
[0004] Conventional workflow management tools may exist, but have
various limitations and drawbacks. For example, conventional
workflow management tools may be limited to providing functionality
for personnel to schedule activities and manage time based on their
respective judgment of how to achieve associated goals. These and
other drawbacks exist.
SUMMARY OF THE INVENTION
[0005] The disclosure relates to a system and method for managing
workflow including the ability to manage system-level workflow
strategy, manage individual workflow activity, and provide
suggestions to optimize individual workflow activity.
[0006] According to an aspect of the invention, the system may
facilitate more efficient and optimized sales performance for a
company. For example, the system may facilitate the development of
strategies and workflows by managers of the company to help
increase sales of one or more products provided by the company. The
system may also use machine-learning to optimize the development of
strategies and workflows by managers. The system may facilitate
development of one or more configurable market segments. The
configurable market segments may be used to develop configurable
strategies related to one or more company goals. Configurable
workflows may be developed as well, where a configurable workflow
may comprise a plurality of requested activities related to
implementing the one or more company goals. The configurable market
segments, configurable strategies, and configurable workflows may
be automatically updated based on the analysis of historical sales
data and feedback from users of the system related to the
strategies and the workflows.
[0007] In some implementations, optimized strategies and optimized
workflows may also be provided, based on user-selected criteria
related to one or more company goals that are trying to be met,
analysis of historical sales data, feedback from users of the
system, and/or other information related to the configurable
strategies and configurable workflows.
[0008] As used herein, a product may comprise a tangible product,
an intangible product, a service, and/or other type of good.
[0009] A company may include a plurality of workers and a plurality
of managers. A worker may be, for example, an employee, a
contractor, a sub-contractor, and/or another type of worker that
engages in sales activity related to products of the company.
[0010] As used herein, a strategy may comprise a plan related to
the sale of products to one or more customers. Strategies may be
associated with enhancing global company performance, enhancing
sales of one or more products, enhancing sales across one or more
geographical territories, enhancing worker performance via access
and/or usage of the system, and/or other company goals. For
example, strategies may be developed to enhance sales of a product
in a specific territory, to increase usage of the system by
workers, to enhance cross-sales of related products, to enhance
sales to one or more market segments, and/or to otherwise affect
company goals. A company may maintain a plurality of strategies for
one or more company goals and/or one or more levels of abstraction
for a company goal. Information related to an individual strategy
may comprise, for example, one or more of: strategy name,
associated segments, associated customers, market conditions (e.g.,
level of activity in market, type of market, competitors, and/or
other market conditions), timeframe when strategy is active, number
of associated workflows, information related to associated
workflows, projected sales, impact of strategy (e.g., change in
performance metrics from previous strategy, changes in worker
performance from previous strategy, and/or other indications of the
impact of the strategy), cost to implement, return on investment,
level of abstraction, a priority level of the strategy, and/or
other information related to the strategy. A level of abstraction
may be based, for example, on one or more of market segments,
territories, products, customers, workers, and/or other
factors.
[0011] As used herein, a workflow may comprise one or more
activities by which a strategy may be implemented. A workflow may
be directed toward one or more of: overall product strategy,
overall customer strategy, individual product strategy, individual
customer strategy, strategy for selling an individual product to a
specific customer, and/or other levels of strategy implementation.
A workflow may comprise a plurality of activities to be performed
at predetermined times, where one or more activities of a same type
may be performed on a recurring basis. Information related to a
workflow may include one or more of: a number of activities, types
of the individual activities, when an individual activity is to
occur, an order of activities, one or more types of messaging
recommended for an individual activity, an estimated cost for an
individual activity, an estimated cost for an individual activity
for a specific customer, information related to previous activity
execution, one or more communication channels via which to execute
an individual activity, one or more communication channels via
which to execute an individual activity for a specific customer,
one or more products to associate with an individual activity,
potential cross-sale products to associate with an individual
activity, whether an activity is a recurring activity, a cycle for
a recurring activity, and/or other information related to
activities to be implemented. An activity may comprise a
communication with a customer such as, for example, an in-person
visit, email, text, phone call, attending an event, sending a gift,
providing a sample product, providing information about a product,
providing information about a potential cross-sale product, and/or
other communication.
[0012] A system for workflow management may comprise a computing
device including a physical processor configured to perform some or
all of a functionality of a plurality of modules. In some
implementations, the computing device may comprise a
non-transitory, tangible computer-readable storage medium with an
executable program stored thereon, wherein the program instructs a
microprocessor to perform some or all of the functionality of the
plurality of modules. The plurality of modules may include, for
example, a strategy management module, a suggestion management
module, a trigger management module, an activity management module,
a worker management module, a gamification module, a transaction
management module, a reporting module, a role-based permissions
module, and/or other modules. A manager, worker, and/or other user
may access the workflow management system via, for example, one or
more interfaces (e.g., web pages) communicated from the computing
device to a client device, an application such as a mobile
application executing on a client device that generates the
interface based on information communicated from the computing
device, an agent running on the computing device, and/or via other
interfaces.
[0013] The strategy management module may be configured to
determine market segmentation, develop one or more sales
strategies, monitor workflow execution for different market
segments based on the developed strategies, prepare optimal
workflows based on the developed strategies, and/or perform other
functionality related to strategy management. The suggestion
management module may be configured to determine suggested
activities for a workflow, facilitate selection of criteria for
determining suggestions, incorporate feedback from previously
suggested activities, facilitate sharing suggested activities
and/or feedback related to suggested activities, and/or perform
other functionality related to managing suggested activities. The
trigger management module may be configured to provide triggers for
scheduled activities for a workflow based on workflow strategy,
facilitate acceptance of triggers for scheduled activities, and/or
perform other functionality related to managing triggers to prompt
workflow activity. The activity management module may display
scheduled activities, facilitate addition, removal, and editing of
scheduled activities, display suggestions for activities,
facilitate acceptance, pushing, and dismissal of suggestions, store
templates for workflow activity, create scheduled activities based
on stored templates, prepare optimal schedules based on an
associated workflow, and/or perform other functionality related to
managing workflow activity. The worker management module may be
configured to store information relating to workers, and/or perform
other functionality related to managing workers. The gamification
module may be configured to track performance of workflow activity
by worker, provide incentives related to access and/or use of the
workflow management system, and/or perform other functionality
related to monitoring access of the workflow management system. The
transaction management module may be configured to track
transactions relating to workflow activity, implement one or more
business models associated with access and/or usage of the system,
and/or other perform other functionality related to managing
transactions. The reporting module may be configured to facilitate
analysis and report information related to system usage,
information related to strategy and/or workflow execution, customer
analytics, market analysis, product analysis, and/or other
information stored via the system. The role-based permission module
may be configured to tailor access to the system based on one or
more roles associated with a user of the system.
Strategy Management Module
[0014] The strategy management module may be configured to
determine market segmentation, develop one or more sales
strategies, monitor workflow execution for different market
segments based on the developed strategies, prepare optimal
workflows based on the developed strategies, and/or perform other
functionality related to strategy management. In some
implementations, the strategy management module may comprise a
segmentation module, a strategy development module, a workflow
management module, and/or other modules.
[0015] The segmentation module may be configured to determine
market segments for sales efforts. In some implementations,
segmentation module may determine market segments based on one or
more levels of abstraction. For example, levels of abstraction may
include company-level abstraction, product-level abstraction,
territorial-level abstraction, worker-level abstraction,
customer-level abstraction, and/or other levels of abstraction.
Company-level abstraction may comprise segmentation based on, for
example, territory, products, customers, workers, historical sales
data, learned information, and/or other global criteria.
Product-level abstraction may comprise segmentation based on
information related to products provided by the company.
Territorial-level abstraction may comprise segmentation based on
information related to products, customers, workers, and/or other
information related to a specific territory. Worker-level
abstraction may comprise segmentation based on information related
to workers and/or a team of related workers. Customer-level
abstraction may comprise segmentation based on information related
to one or more customers and/or potential customers.
[0016] The segmentation module may determine market segments at one
or more levels of abstraction based on one or more segmentation
criteria, including, for example, performance metrics for
strategies related to stored market segments, information related
to territories, product information, product inventory, information
related to product demand, information related to potential
cross-sale products available, applicable laws and/or regulations,
information related to customers, information related to one or
more targeted communication channels for respective customers,
information related to workers, historical sales data, customer
networks, feedback received via workers associated with a
respective product, territory, and/or team included in the market
segment, information related to specific targeted customers, and/or
other segmentation criteria. The segmentation module may be
configured to refine segmentation based on the segmentation
criteria used to determine market segments. For example, when one
or more segmentation criteria is updated via the system, the
segmentation module may revise market segments at one or more
levels of abstraction based on statistical and/or computational
analysis of the stored information related to the segmentation
criteria. In some implementations, based on the analysis of the
segmentation criteria, the segmentation module may be configured to
recommend combining, splitting, and/or removing existing market
segments, developing new market segments, combining, splitting,
and/or removing existing levels of abstraction, developing new
levels of abstraction, and/or other market segmentation revisions.
In some implementations, the segmentation module may automatically
revise market segments at periodic intervals.
[0017] In some implementations, the segmentation module may use one
or more of mutation analysis, chi-square tests, basis t-test, KNN
and support-vector machines, logistic regression (e.g., GLM, and/or
other tools for performing logistic regression), and/or other tools
to determine, revise, and/or otherwise affect market segments at
one or more levels of abstraction.
[0018] The strategy development module may be configured to store
information relating to a plurality of strategies, monitor metrics
related to company performance, revise existing strategies,
facilitate the display of information related to strategy execution
and company performance, and/or perform other functionality related
to managing strategies. The strategy development module may store
information related to a plurality of strategies for one or more
company goals and/or one or more levels of abstraction for a
company goal. For example, strategies may be developed to enhance
sales of a product in a specific territory, to increase usage of
the system by workers, to enhance cross-sales of related products,
to enhance sales to one or more market segments, and/or to
otherwise affect company goals. An individual strategy may comprise
one or more workflows associated with one or more market segments,
with an individual workflow to be executed for a predetermined time
period.
[0019] The strategy development module may store strategy
information related to an individual strategy. Strategy information
may comprise one or more of: strategy name, associated segments,
associated customers, market conditions (e.g., level of activity in
market, type of market, competitors, and/or other market
conditions), customer networks, timeframe when strategy is active,
number of associated workflows, information related to associated
workflows, projected sales, impact of strategy (e.g., change in
performance metrics from previous strategy, change in worker
performance from previous strategy, and/or other indications of the
impact of the strategy), cost to implement, return on investment,
priority level, and/or other information related to the strategy.
The strategy development module may be configured to obtain one or
more portions of strategy information from one or more users of the
system via one or more interfaces of one or more client devices,
from storage associated with the system, from statistical and/or
computational analysis of data related to company performance
stored at the storage, and/or by other methods.
[0020] The strategy development module may be configured to monitor
metrics related to company performance. For example, strategy
development module may monitor, for one or more strategies, a
number of customers associated with the strategy, a number of sales
to the associated customers, profit associated with the strategy,
profit associated with an individual customer, number of sales
associated with the strategy, number of sales per individual
customer, number of activities associated with the strategy,
percentage of strategy execution, number of sales per activity,
product inventory, overall return on investment for strategy,
return on investment for customers associated with the strategy,
one or more indicators of strategy efficiency (e.g., percentage of
activities completed, whether a threshold number of activities have
been executed, and/or other indicators of strategy efficiency),
and/or other information related to performance and execution of an
individual strategy.
[0021] In some implementations, the strategy development module may
be configured to revise an individual strategy based on information
updated via the system. For example, the strategy development
module may automatically update an individual strategy to include
different segments based on revised segmentation performed by the
segmentation module. The strategy development module may update an
individual strategy based on an updated workflow associated with
the strategy, input from users of the system, feedback received
from workers, updated information stored via the system,
statistical and/or computational analysis of data related to
company performance, and/or other information. Updated information
stored via the system may include, for example, a new cost to
implement a strategy, an updated ROI associated with a strategy,
updated analysis of one or more metrics, updated predictions
related to one or more metrics, cost/benefit analysis of one or
more strategies, one or more workflows, one or more workflow
activities, and/or other cost, updated historical sales data,
updated predictions related to sales data, and/or other updated
information. In some implementations, the strategy development
module may be configured to provide recommendations to users based
on information updated via the system.
[0022] The strategy development module may be configured to display
information related to one or more strategies stored in the storage
via one or more interfaces of a client device. In some
implementations, strategy development module may be configured to
facilitate filtering of available strategies by product, by
customer, by market segment, by territory, and/or by other
criteria. Strategy development module may be configured to display,
for an individual strategy, one or more of: strategy name,
associated product, market conditions, associated segments,
associated workflows, number of customers for which strategy is
implemented, impact of strategy, cost of strategy, ROI for
strategy, and/or other information related to the strategy. In some
implementations, strategy development module may be configured to
facilitate the editing of a displayed strategy. The strategy
development module may be configured to facilitate the editing,
creation, and/or deletion of a strategy using drag/drop
functionality to include, change, and/or remove information related
to the strategy. For example, an interface displaying the
strategies may comprise information related to market segments,
market conditions, workflows, and/or other information related to a
strategy via which strategy information may be changed.
[0023] The workflow management module may be configured to monitor
workflow execution based on the developed strategies, prepare
optimal workflows based on the developed strategies, display
performance execution of a workflow, and/or perform other
functionality related to workflow management.
[0024] The workflow management module may be configured to monitor
workflow execution based on the stored strategies. In some
implementations, the workflow management module may be configured
to display information related to one or more workflows for a
strategy stored in the storage via one or more interfaces of a
client device. For example, the workflow management module may be
configured to display progress of execution of a workflow through
display of, for example, a toolbar, a percentage of workflow
executed, whether a threshold amount of activity associated with
the workflow has been executed, and/or by other visual indicators.
In some implementations, the workflow management module may be
configured to display progress of execution for an individual
workflow for a specific strategy, workflows associated with a
specific customer, workflows for a team of workers, workflows for a
specific worker, workflows for a geographic territory, workflows
for a market segment, workflows for a product, workflows across the
company, and/or other types of workflows.
[0025] The workflow management module may be configured to prepare
optimal workflows based on the developed strategies at one or more
levels of abstraction. As mentioned above, a workflow may be
directed toward one or more of: overall product strategy, overall
customer strategy, individual product strategy, individual customer
strategy, a strategy for selling an individual product to a
specific customer, and/or other levels of strategy implementation.
The workflow management module may be configured to prepare an
optimal workflow based on a stored workflow associated with a
stored strategy. As mentioned above, a workflow may comprise a
plurality of activities to be performed at predetermined times,
where one or more activities of a same type may be performed on a
recurring basis. A workflow may comprise one or more workflow
elements including, for example, one or more of: a number of
activities, the respective types of the individual activities, when
an individual activity is to occur, an order of the activities, one
or more types of messaging recommended for an individual activity,
an estimated cost for an individual activity, information related
to previous activity execution, one or more communication channels
via which to execute an individual activity, one or more products
to associate with an individual activity, potential cross-sale
products to associate with an individual activity, whether an
activity is a recurring activity, a cycle for a recurring activity,
and/or other elements related to activities to be implemented. The
workflow management module may prepopulate data for one or more
elements of the workflow. For an optimal workflow, the workflow
module may prepopulate data for one or more elements based on
statistical and/or computational analysis of data stored at the
storage. The data may be associated with previously executed
workflows, may be data input into the system by one or more users,
may be based on feedback received via the system relating to
previously executed workflows, and/or may be other data related to
the workflow.
[0026] In some implementations, the workflow management module may
be configured to prepare one or more optimal workflows for an
existing workflow associated with a stored strategy. The one or
more workflows may be prepared to maximize different returns,
including, for example, customer satisfaction, ROI, gross sales;
worker performance, efficiency, reduced costs, and/or other
goals.
[0027] In some implementations, the workflow management module may
use one or more of cadence and response curves, GLM survival/hazard
modules, A/B testing, regression analysis (e.g., GLM models and/or
other regression models), multinomial models, neural net models,
descriptive statistics, and/or other tools to manage workflows.
Suggestion Management Module
[0028] The suggestion management module may be configured to
determine suggestions for activities for a worker, facilitate
selection of criteria used to determine suggestions, incorporate
feedback from previously suggested activities, and/or perform other
functionality related to managing suggested activities. Suggestions
may be displayed to a worker via functionality associated with
activity management module (described below). In some
implementations, suggestions may be displayed via an interface on a
client device through which a worker accesses their schedule. In
some implementations, the suggestion management module may comprise
a suggestion determination module, a suggestion configuration
module, a learning module, and/or other modules.
[0029] The suggestion determination module may be configured to
determine suggestions for activities for a worker. A suggestion may
comprise information related to the activity, a suggested time at
which the activity is to be performed, location information
associated with the activity (e.g., a specific location at which
the activity is to be performed, a map of the location, directions
to the location, and/or other location information), one or more
rationales for the activity, information related to factors and/or
parameters associated with the suggestion, information indicating
whether the suggestion is new, and/or other information related to
the activity. A rationale for a suggestion may be based, for
example, on a score associated with one or more factors associated
with the activity. For example, a rationale may be based on a
factor with the highest score, a parameter of a factor with the
highest score, a factor and/or parameter that most influenced the
score for the suggestion, and/or other information related to the
scoring of the activity. Information related to factors and/or
parameters associated with the suggestion may comprise, for
example, a number of days since an activity of the same type was
performed, a known availability of the customer, a trigger
associated with the suggestion, and/or other information.
Information indicating whether the suggestion is new may comprise
an icon, flag, coloring of the displayed suggestion, and/or other
indication that the suggestion is new. A suggestion may be
considered to be new when, for example, the suggestion was first
provided within a prior predetermined time period, the suggestion
relates to an activity that was added to a workflow within a prior
predetermined time period, the suggestion relates a trigger that
was provided within a prior predetermined time period, and/or for
other reasons for which the suggestion may be considered to be a
"new" suggestion.
[0030] The suggestion determination module may determine
suggestions for activities for a worker based on one or more
criteria. The criteria may include, for example, one or more
factors, one or more parameters, weights associated with one or
more selected factors, relative weights of one or more selected
factors, weights associated with one or more selected parameters,
relative weights of one or more selected parameters, bonuses
associated with one or more factors, penalties associated with one
or more factors, bonuses associated with one or more parameters,
penalties associated with one or more parameters, bonuses
associated with the overall suggestion, penalties associated with
the overall suggestion, and/or other criteria used to determine
which suggestions to provide. In some implementations, the criteria
used to determine suggestions for a worker may depend upon an
associated strategy, associated workflow, associated team of
workers, information related to the worker for whom the suggestion
is being provided, associated products, associated customers,
and/or other levels of abstraction for which suggestions may be
determined for the worker. The criteria and associated levels of
abstractions used to determine suggestions for a worker may be
stored in the storage associated with the system.
[0031] In some implementations, the suggestion determination module
may be configured to determine relevant information to be provided
with a suggestion for an activity. In these implementations, the
suggestion determination module may store one or more rules
relating to relevant information to provide based on the criteria
used to determine suggestions, a level of abstraction associated
with the suggestions being provided, the worker for whom
suggestions are being provided, whether a trigger is associated
with the suggestion, and/or other information related to providing
suggestions.
[0032] Based on the rules associated with criteria used to
determine a specific suggestion, a level of abstraction associated
with the suggestion, a worker associated with the specific
suggestion, and/or other information related to the specific
suggestion, the suggestion determination module may determine
relevant information to be provided with the specific suggestion.
For example, the suggestion determination module may store a rule
stating that location information should not be included in the
relevant information displayed with a suggestion if the worker for
whom the suggestion is provided has visited the location associated
with the suggestion a predetermined number of times. Another
example rule may state that location information is provided for a
worker associated with a large territory, but location information
is not provided for a worker associated with a small territory. Yet
another example rule may state that information related to a
product associated with the suggestion should be included as
relevant information if one or more customers associated with the
suggestion have purchased more than one product. Other types of
rules may be stored as well. The rules stored by the suggestion
determination module are not limited to the examples described
herein.
[0033] In some implementations, relevant information for a
suggestion always includes the rationale for a suggestion and
information relating to the activity being suggested. In some
implementations, the inclusion of a rationale for a suggestion
and/or the inclusion of information relating to the activity being
suggested as relevant information may depend upon the rules
associated with the suggestion.
[0034] In some implementations, the suggestion determination module
may determine relevant information based on rules associated with a
suggestion and/or based on scores associated with the suggestion.
For example, relevant information may include information based on
one or more scores calculated when determining a score for the
suggestion. The information included as relevant information may be
based on scores that had a significant impact on the score for the
suggestion. For example, scores that had a significant impact may
include scores above an average threshold, a predetermined number
of scores of the highest value, and/or other types of scores.
[0035] In some implementations, the suggestion determination module
may determine only a predetermined number of items of relevant
information to be provided for a suggestion. In some
implementations, the suggestion determination module may provide
all relevant information determined for a suggestion. A user of the
system may determine a number of items of relevant information to
be provided with a suggestion. In some implementations, the rules
used to determine relevant information may also state a number of
items of relevant information to be provided for a suggestion.
[0036] The rules used to determine relevant information to provide
with a suggestion may be updated based on information stored at the
system. For example, the rules may be updated based on feedback
provided by users of the system, based on performance metrics
relating to activities associated with the suggestions, based on an
amount of acceptance of the suggestion, based on user input, and/or
based on other information stored at the system.
[0037] In some implementations, the suggestion determination module
may determine, for one or more activities to be performed in one or
more workflows associated with the worker, one or more respective
scores. The suggestion determination module may provide a
predetermined number of suggestions with the highest scores (or
lowest scores) to the worker via the activity management module. In
some implementations, suggestions with a score above a
predetermined threshold, suggestions within a first quartile of
scores, and/or other groups of suggestions may be provided the
worker. In some implementations, the suggestion determination
module may calculate a score distribution (e.g., a matrix-based
score distribution, and/or other score distribution) of the
suggestions to determine which suggestions to provide to a worker.
A suggestion with a higher score (or lower score based on
weighting, bonuses, and penalties applied) may be indicated to a
worker as having more importance than a suggestion with a lower
score (or correspondingly, a higher score). In some
implementations, an importance of a suggestion may be represented
by an icon, label (e.g., high, medium, low, and/or other label),
number, percentage based on other suggestions, rank relative to
other suggestions, color, and/or indicator.
[0038] In some implementations, the suggestion determination module
may determine a score for an activity based on a current location
of the worker and/or a current time and schedule of the worker. The
suggestion determination module may obtain location information for
the worker via, for example, a client device associated with the
worker, schedule information for the worker that includes location,
and/or other information associated with the location for the
worker. In these implementations, the suggestion determination
module may determine suggestions that comprise specific location
information and/or specific timing information related to
performing the activity.
[0039] In some implementations, the suggestion determination module
may be configured to determine one or more scores for one or more
activities based on one or more system factors, one or more worker
factors, and/or one or more other factors. System factors include,
for example, activity value, activity timing, and/or other system
factors. Worker factors include, for example, location,
availability, and/or other worker factors.
[0040] The suggestion determination module may determine a score
for an activity based on scores associated with the one or more
system factors, one or more worker factors, and/or other factors
associated with the activity. The scores associated with the
factors may be based on standardized numerical scores associated
with the values related to the factors. In some implementations,
one or more factors may be scored with respective weights,
penalties, bonuses, and/or other scoring effects. In some
implementations, a factor may be associated with one or more
parameters. A score for a factor may be based on scores for the one
or more parameters. The scores associated with the parameters may
be based on standardized numerical scores associated with the
values related to the parameters. In some implementations, the one
or more parameters may be scored with respective weights,
penalties, bonuses, and/or other scoring effects. In some
implementations, weights, penalties, bonuses, and/or other scoring
effects may be based on information stored at storage, may be based
on information updated by the learning module of the suggestion
management module (as discussed below), and/or may be based on
other information available via the system. In some
implementations, weights, bonuses, penalties, and/or other scoring
effects may be applied to a score for an activity based on one or
more strategies associated with the activity, one or more workflows
associated with the activity, one or more products associated with
the activity, one or more customers associated with the activity,
and/or based on other information associated with the activity.
[0041] The suggestion determination module may be configured to
determine a score for an activity value factor associated with an
activity based on one or more parameters. For example, the
parameters may include performance execution (e.g., comparison of
how many activities have been completed and total number of
activities for the workflow, types of activities to be completed
for the workflow, comparison of the number of activities of the
same type of activity to be completed for the workflow and total
number of activities of that type, and/or other information related
to performance execution), number of activities of the same type
performed and/or planned, value of product associated with
activity, regulatory requirements associated with the activity,
probable success of cross-sale of products when performing the
activity, patent term for products associated with the activity,
inventory of products associated with the activity, and/or other
parameters. In some implementations, one or more parameters
associated with the activity value factor may be weighted. For
example, activities of a first type may be weighted higher or lower
than activities of a second type. In some implementations, one or
more bonuses may be associated with an activity when determining a
score for activity value. The one or more bonuses may comprise, for
example, a bonus based on market segment associated with workflow,
a bonus based on promotions for a product associated with the
activity, a bonus for promoting information about a specific
product, a bonus for performing the activity in an order detailed
by the workflow, a bonus for performing an activity before it is
due to be performed according to the workflow, and/or other
bonuses. In some implementations, one or more penalties may be
associated with an activity when determining a score for activity
value.
[0042] The suggestion determination module may be configured to
determine a score for a timing factor associated with an activity
based on one or more parameters. For example, the parameters may
include time since activity of same type last performed, time since
same type of activity in workflow last performed, time until next
activity in workflow planned, optimal timing for activity (e.g.,
based on workflow, based on feedback provided by workers, based on
data stored at storage, and/or based on other information obtained
via the system), amount of time past optimal timing, probability of
success associated with activity (e.g., based on feedback provided
by workers, based on data at storage, and/or based on other
information obtained via the system) and/or other parameters. In
some implementations, one or more parameters associated with the
timing factor may be weighted. For example, an amount of time past
optimal timing may be weighted higher than other factors. In some
implementations, one or more bonuses may be associated with an
activity when determining a score for timing. The one or more
bonuses may comprise, for example, a bonus for performing the
activity in an order detailed by the workflow, a bonus for
performing an activity before it is due to be performed according
to the workflow, a bonus for performing the activity at the optimal
timing, and/or other bonuses. In some implementations, one or more
penalties may be associated with an activity when determining a
score for timing.
[0043] The suggestion determination module may be configured to
determine a score for an availability factor associated with an
activity based on one or more parameters. For example, the
parameters may include customer availability (e.g., provided by the
system, provided by one or more workers, based on feedback provided
by one or more workers, provided by the customer, obtained via an
API configured to facilitate access a customer calendar, and/or
based on other information obtained via the system), worker
availability (e.g., based on worker schedule data obtained by
storage, and/or based on other information obtained via the
system), wait time associated with the activity (e.g., provided by
the system, provided by one or more workers, provided via the
customer, based on feedback provided by one or more workers, and/or
based on other information obtained via the system), amount of time
for performing the activity (e.g., provided by the system, provided
by one or more workers, provided by the customer, based on feedback
provided by one or more workers, and/or based on other information
obtained via the system), and/or other parameters. In some
implementations, one or more parameters associated with the
availability factor may be weighted. In some implementations, one
or more bonuses may be associated with an activity when determining
a score for availability. In some implementations, one or more
penalties may be associated with an activity when determining a
score for availability. For example, a penalty may be associated
with a known schedule conflict determined based on worker
availability and/or customer availability.
[0044] The suggestion determination module may be configured to
determine a score for a location factor associated with an activity
based on one or more parameters. For example, the parameters may
include proximity to location of activity at different times based
on schedule information of worker, travel time to the activity,
and/or other parameters. In some implementations, one or more
parameters associated with the location factor may be weighted. In
some implementations, one or more bonuses may be associated with an
activity when determining a score for location. For example, a
bonus may be associated with an activity within a predetermined
radius of a worker's current location. In some implementations, one
or more penalties may be associated with an activity when
determining a score for location. For example, a penalty may be
associated with an activity outside a predetermined radius of a
worker's current location.
[0045] In some implementations, other factors considered by the
suggestion determination module comprise customer information
(e.g., amount of sales associated with customer, amount of sales of
product associated with customer, time since customer purchased
product associated with activity, and/or other customer
information), sales trends associated with the activity, market
share associated with the activity, and/or other factors. In some
implementations, these factors may be scored with weights,
penalties, bonuses, and/or other scoring effects.
[0046] The suggestion determination module may determine an overall
score for a suggestion. For example, the suggestion determination
module may determine an overall score by combining the scores of
one or more factors related to the suggestion. The suggestion
determination module may determine an overall score by using linear
and/or non-linear functional forms for the one or more factors. In
some implementations, the suggestion determination module may apply
one or more applicable bonuses, penalties, and/or weights to the
overall score. The suggestion determination module may combine the
factors by using auto-calibration methods to ensure that adding a
factor, removing a factor, or changing the parameters of a factor
do not create an imbalance in the distribution of scores of
suggestions. For example, the suggestion determination module may
use one or more of: monte-carlo simulation techniques, automated
sensitivity analyses, normalization of factor scores, functional
forms that robustly handle non-normal score distributions, and/or
other auto-calibration methods.
[0047] In some implementations, the suggestion determination module
may automatically determine suggestions, may determine suggestion
responsive to user input, and/or may determine suggestion at other
times. For example, the suggestion determination module may
determine suggestions on a periodic basis, upon provision of a new
trigger, upon selection of criteria via the suggestion
configuration module, upon addition, revision, or removal of a
strategy, upon addition, revision, or removal of a workflow, upon
addition, revision, or removal of workers to a team, upon addition,
revision, or removal of one or more workers from the system, and/or
based upon other activity in the system.
[0048] A suggestion configuration module may be configured to
facilitate selection of criteria used to determine which
suggestions to provide to a worker. The criteria may include, for
example, one or more factors, one or more parameters, weights
associated with one or more selected factors, relative weights of
one or more selected factors, weights associated with one or more
selected parameters, relative weights of one or more selected
parameters, bonuses associated with one or more factors, penalties
associated with one or more factors, bonuses associated with one or
more parameters, penalties associated with one or more parameters,
bonuses associated with the overall suggestion, penalties
associated with the overall suggestion, and/or other criteria used
to determine which suggestions to provide. In some implementations,
the suggestion configuration module may be configured to facilitate
selection one or more of strategy, workflow, team of workers, one
or more individual workers, one or more types of workers, products,
customers, and/or other groupings for which suggestions may be
determined. In these implementations, the criteria selected via the
suggestion configuration module may be applied to determining
suggestions for the selected grouping.
[0049] The suggestion configuration module may be configured to
display expected performance metrics associated with the selected
criteria. For example, the suggestion configuration module may be
configured to automatically update and display expected performance
metrics upon a revision of selected criteria by a user.
[0050] In some implementations, the suggestion configuration module
may be configured to provide pre-set combinations of criteria. The
pre-set combinations of criteria may be associated with one or more
strategies, one or more workflows, one or more products, one or
more customers, one or more teams of workers, one or more
individual workers, one or more types of workers, and/or other
grouping for which suggestions may be determined. The pre-set
combinations of criteria may include a combination of factors,
weights associated with the factors, bonuses and/or penalties
associated with the factors, parameters associated with the
factors, weights associated with the respective parameters, bonuses
and/or penalties associated with the respective parameters, bonuses
and/or penalties associated with the suggestion, and/or other
criteria used in determining a suggestion. The suggestion
configuration module may be configured to display information
related to available pre-set combinations of criteria based on
groupings selected by a user.
[0051] In some implementations, the suggestion configuration module
may use one or more of A/B testing, genetic algorithms, distributed
Monte Carlo simulations, optimization techniques, and/or other
tools to simulate the impact of a selection of criteria for
determining suggestions will have on performance metrics. The
suggestion configuration module may be configured to facilitate A/B
testing of different combinations of criteria, manage trial runs of
different combinations of criteria, and/or otherwise determine the
impact of different combinations of criteria used to determine
suggestions. In some implementations, the suggestion configuration
module may automatically perform A/B testing of one or more
combinations of criteria for determining suggestions across one or
more strategies, one or more workflows, one or more products, one
or more customers, one or more teams of workers, one or more
workers, and/or across one or more other groupings.
[0052] In some implementation, the learning module of the
suggestion management module may be configured to update how
suggestions are scored based on feedback from previously suggested
activities (e.g., based on whether a suggestion was pushed,
dismissed, accepted, ignored, and/or otherwise treated, based on
feedback provided with treatment of a suggestion, and/or based on
other information related to feedback from previously suggested
activities), based on feedback from scheduled activities, based on
performance execution of a workflow (e.g., based on completing an
activity in a workflow, based on reaching a threshold of
performance execution for the workflow, and/or based on other
information related to performance execution), based on historical
sales data associated with a workflow, and/or based on other
information available via the system.
[0053] The learning module may be configured to update weights
associated with one or more parameters and/or one or more factors
considered by the suggestion management module. For example, the
learning module may be configured to update weights, bonuses,
penalties, and/or other scoring effects based on feedback provided
by workers related to a suggestion, based on whether suggestions
were followed by workers, based on updated strategies stored at the
system, based on updated workflows stored at the system, based on
updated regulatory information, based on updated legal information,
and/or based on other information available via the system. In some
implementations, the learning module may update weights associated
with one or more factors and/or one or more parameters based on
length of time since an activity of a same type was performed,
based on an amount of time since a customer purchased a product,
and/or based on other historical data available via the system.
[0054] In some implementations, the learning module may update
scoring effects, factors, parameters, and/or other attributes used
for determining a score for a suggestion based on one or more of:
date, location, market segment, product, economic conditions
associated with the market segment, product, customer, and/or other
abstraction-level, market type, and/or other information.
[0055] In some implementations, the learning module may use neural
net heuristics and/or other tools to implement updating of weights,
bonuses, penalties, and/or other scoring effects. Learning module
may continuously update scoring effects, may periodically update
scoring effects, may update scoring effects when information is
updated via the system (e.g., feedback is received, a strategy is
revised, a workflow is revised, and/or other information is
updated), and/or may otherwise update scoring effects.
Trigger Management Module
[0056] The trigger management module may be configured to provide
triggers for an activity based on workflow strategy, facilitate
acceptance of triggers for scheduled activities, and/or perform
other functionality related to managing triggers to prompt workflow
activity. Triggers may be displayed to a worker via functionality
associated with activity management module (discussed below). In
some implementations, triggers may be displayed via an interface on
a client device through which a worker accesses an associated
schedule. Triggers may be provided based on sales data stored at
system (e.g., changes in customer behavior learned from system,
changes in customer data input via one or more workers and/or one
or more managers, sales goals that were not met, sales goals that
were exceeded, and/or other information related to sales data),
based on marketing events (e.g., promotions associated with a
product, promotions associated with cross-sale of a product, and/or
other marketing events), based on triggers from other workers
(e.g., a suggestion shared between workers, feedback from another
worker, and/or other information provided from workers), based on
regulatory changes, based on strategies associated with a worker
(e.g., activities associated with a strategy, changes in a
strategy, and/or other information associated with the strategy).
In some implementations, when a trigger is provided to a worker,
the worker may be allowed a predetermined amount of time to accept
the trigger before the trigger is automatically included as a
scheduled event for the worker.
Activity Management Module
[0057] The activity management module may be configured to display
scheduled activities, facilitate addition, removal, and editing of
scheduled activities, accept feedback regarding scheduled
activities, display suggestions, accept feedback regarding
suggestions, store templates for scheduling activity, create
scheduled activities based on stored templates, prepare proposed
templates for scheduling activity based on an associated workflow,
share suggestions, shared schedule activities, and/or perform other
functionality related to managing activities. In some
implementations, the activity management module may comprise a
calendar management module, a template management module, a sharing
module, and/or other modules.
[0058] The calendar management module of the activity management
module may be configured to display scheduled activities,
facilitate the addition, removal and editing of scheduled
activities, accept feedback regarding scheduled activities, display
suggestions for scheduled activities, accept feedback regarding
suggestions, and/or perform other functionality related to managing
scheduled activities. The calendar management module may be
configured to display a schedule of activities for a worker. For
example, the calendar management module may be configured to
display a schedule of activities for a specific day, for a specific
week, for a specific month, by date range, by activity type, by
location, by product, by customer, by strategy, by workflow, and/or
by other criteria. The calendar management module may be configured
to display information related to a scheduled activity including,
for example, data associated with the activity, notes stored by the
worker relating to the activity, activity information stored at the
storage, contact information of a customer associated with the
activity, tips related to a customer associated with the activity,
and/or other information related to the activity.
[0059] The calendar management module may be configured to
facilitate the addition, removal, and/or editing of a scheduled
activity. The calendar management module may be configured to
create an activity to be scheduled with or without a specific time
and date associated with the activity. In some implementations,
when a worker creates an activity, the calendar management module
may suggest times for the activity based on worker availability,
based on expected length of event, based on expected wait time
associated with the activity, based on availability of a customer
associated with the activity, based on travel time to the activity,
and/or based on other information relating to the activity.
[0060] In some implementations, the calendar management module may
be configured to prompt a worker for feedback relating to a
completed schedule event. For example, the calendar management
module may be configured to prompt the worker to provide feedback
relating to a wait time experienced by the worker for the activity,
a length of time for performing the activity, information learned
during the activity, tips for handling the activity, notes related
to the performance of the activity, and/or other information. The
feedback provided by the worker may be used by the suggestion
management module, the activity management module, the strategy
management module, and/or other modules to optimize, strategy,
workflows, suggestions provided to the worker, and/or other
functionality of the system.
[0061] In some implementations, the calendar management module may
be configured to restrict the creation of a scheduled activity
based on strategy and/or workflow associated with the activity. For
example, the calendar management module may be configured to
restrict the creation of a scheduled activity by a worker when a
same type of activity occurred the same day, when a same type of
activity occurred within a predetermined time period, when the
scheduled activity is contrary to regulations and/or laws, and/or
for other reasons.
[0062] In some implementations, the calendar management module may
be configured to display suggestions for activities provided by the
suggestion management module, accept feedback regarding
suggestions, and/or otherwise enable user interaction with
suggestions provided by the suggestion management module. The
calendar management module may be configured to display suggestions
when displaying a schedule of the worker. Suggestions may be
displayed based on an importance of the suggestion (as provided by
the suggestion management module). For example, a suggestion
displayed via the calendar management module may be displayed with
an indicator of importance (e.g., a color, rank, percentage, and/or
other indicator as discussed above with the suggestion management
module). In some implementations, suggestions may be displayed by
importance, by day, by week, by month, by customer, by location, by
product, by rationale, by suggested date/time, by a date range, by
filtering criteria associated with the display of the worker's
schedule, and/or by other criteria. The calendar management module
may facilitate the filtering of suggestions by importance, by day,
by week, by month, by customer, by location, by product, by
rationale, by suggested date/time, by a date range, by filtering
criteria associated with the display of the worker's schedule, by
treatment of suggestion (e.g., accepted, dismissed, pushed,
ignored, and/or other treatment) and/or by other criteria. In some
implementations, a suggestion may no longer be displayed once it
has been accepted, dismissed, or ignored for a predetermined period
of time.
[0063] The calendar management module may be configured to enable a
worker to add a suggestion as a scheduled event. For example, the
calendar management module may enable a worker to drag and drop a
suggestion for an activity into an open time slot of a displayed
schedule for the worker. In some implementations, the calendar
management module may be configured to display an availability of
one or more customers associated with an event for one or more time
slots when the user is determining where to drag and drop an event.
For example, the availability of one or more customers may be
displayed via color, shading, and/or other indication.
[0064] In some implementations, the calendar management module may
be configured to enable a worker to accept a suggestion, dismiss a
suggestion, push a suggestion to another date and/or time, ignore a
suggestion (e.g., fail to interact with a suggestion for a
predetermined time period, and/or otherwise ignore the suggestion),
and/or otherwise treat a suggestion. In some implementations, when
a worker accepts a suggestion, the calendar management module may
create a scheduled activity for the worker based on the activity of
the suggestion. When a worker pushes a suggestion, the calendar
management module may be configured to remove the suggestion from
display and provide the suggestion for display after a
pre-determined time period. The pre-determined time period may be a
default pre-determined time period, or may be based on feedback
provided by the worker. When a worker dismisses a suggestion, the
calendar management module may remove the suggestion from
display.
[0065] Based on treatment of a suggestion, the calendar management
module may be configured to prompt the worker for feedback related
to the treatment of the suggestion. For example, the calendar
management module may be configured to prompt the worker to provide
feedback relating to why the worker accepted the activity, why the
worker pushed the activity, why the worker dismissed the activity,
why the worker ignored the activity, activities that the worker
would prefer as suggestions, and/or other information. The feedback
provided by the worker may be used by the suggestion management
module, the activity management module, the strategy management
module, and/or other modules to optimize strategy, workflows,
suggestions provided to the worker, and/or other functionality of
the system.
[0066] In some implementations, the calendar management module may
display scores related to the suggestion, scores related to factors
associated with the suggestion, weights applied to the suggestion
and/or factors associated with the suggestion, information
associated with factors and/or parameters associated with the
suggestion, and/or other information relating to how the suggestion
was determined. The feedback provided by the worker may comprise
information relating to one or more factors, one or more
parameters, scoring of one or more factors, scoring of one or more
parameters, application of one or more weights, application of one
or more bonuses, application of one or more penalties, changes to
values of one or more weights, bonuses, penalties, and/or other
scoring effects, importance of the suggestion, and/or other
information relating to the determination of the suggestion. The
information associated with factors and/or parameters associated
with the suggestion may comprise, for example, information that was
calculated during the determination of a score for the suggestion,
information used in determining a score for the suggestion, and/or
other information that provides context and/or strategy associated
with the suggestion.
[0067] The template management module may store templates for
scheduling workflow activity, create scheduled activities based on
stored templates, prepare proposed templates for scheduling
workflow activity based on an associated workflow, and/or perform
other functionality related to scheduling activity. In some
implementations, the template management module may enable a worker
to store a schedule of the worker as a template. The template
management module may enable a worker to filter activities on a
schedule of the worker to store as part of a template. For example,
the activities may be filtered by location, activity type,
associated product, associated customer, date range, and/or other
criteria. In some implementations, the template management module
may enable a worker to add notes related to a template. In some
implementations, the template management module may be configured
to prepare a proposed template for a worker based on activities
scheduled for the worker and suggestions provided for the
worker.
[0068] In some implementations, the sharing module of the
suggestion management module may be configured to enable a worker
to share suggestions for activities, responses to suggestions,
feedback related to suggested activities, feedback related to
scheduled activities, templates stored by a worker, schedules,
and/or other information stored via the system. For example, the
sharing module may facilitate sharing information from one worker
to another via text message, calendar event, trigger, email, and/or
other communication medium.
Worker Management Module
[0069] The worker management module may be configured to store
information relating to one or more workers, information relating
to teams of workers, and/or perform other functionality related to
managing workers. For example, for an individual worker, the worker
management module may be configured to store worker information,
including, for example, one or more of: name, address, schedule,
activities executed by the worker, feedback received from the
worker related to scheduled activities, feedback received from the
user related to suggestions, performance metrics associated with
the user, amount of system access and system usage, one or more
triggers associated with the worker, performance metrics associated
with the worker, products to be sold by the worker, customers
associated with the worker, territory associated with the worker,
one or more teams associated with the worker, one or more market
segments associated with the worker, one or more workflows
associated with the products, customer, market segments, and/or
territory associated with the worker, and/or other information
related to the worker.
Gamification Module
[0070] The gamification module may be configured to track access
and usage of the system by workers, provide incentives related to
access and/or use of the workflow management system, and/or to
perform other functionality related to monitoring access of the
workflow management system.
[0071] In some implementations, the gamification module may be
configured to track the access and/or usage of the system by
workers. For example, the gamification module may store tracking
information for a worker including, for example, frequency of
access, length per access, percentage of activities for which a
worker provided feedback, type of feedback provided; amount of
feedback provided, number of suggestions used, number of
suggestions dismissed, amount of feedback provided regarding
dismissal of suggestion, number of suggestions pushed, amount of
feedback provided regarding pushing of suggestions, number of
templates stored by the worker, number of customers for which
worker accessed system, number of products for which worker
accessed system, and/or other tracking information,
[0072] The gamification module may be configured to provide
incentives to a worker based on an amount of access and/or usage of
the system by the worker. In some implementations, the gamification
module may store one or more levels of usage associated with
respective levels of rewards. A level of usage could be based on
number of suggestions accepted, number of times feedback provided,
frequency of use, and/or other tracking information. In some
implementations, the gamification module may associate a suggestion
provided to a worker with an incentive. For example, the
gamification module may augment a suggestion to include the
provision of a reward to the worker if the suggested is accepted by
the worker.
[0073] In some implementations, the gamification module may be
configured to compare tracking information between individual
workers of a same team, between teams of workers, between some or
all workers, and/or between other sets of users of the system. The
gamification module may be configured to modify the rewards
available to individual workers or teams of workers based on the
comparison of tracking information.
Transaction Management Module
[0074] The transaction management module may be configured to track
transactions relating to strategy, workflow, and workflow activity,
implement one or more business models associated with access and/or
usage of the system, and/or other perform other functionality
related to managing transactions. The transaction management model
may be configured to implement one or more business models
associated with access and/or usage of the system. For example, the
transaction management module may be configured to store
information related to features of the system which a user may
access for free and features of the system for which a user may
need to pay for access. The transaction management model may also
store information related to users who have unlimited access to the
system. The transaction management module may further include the
appropriate functionality for receiving and processing payments
from customers, groups, and/or other entities, including, for
example, credit card payments, payments via third parties such as
PayPal, electronic check processing, and/or other types of
payments.
Reporting Module
[0075] The reporting module may be configured to facilitate
analysis and report information related to system usage,
information related to strategy and/or workflow execution, customer
analytics, market analysis, product analysis, and/or other
information stored via the system.
Role-Based Permissions Module
[0076] The role-based permission module may be configured to tailor
a user's access to the system based on one or more roles associated
with the user. The role-based permission module may be configured
to tailor a user's access to the system based on one or more roles
associated with the user. The one or more roles may include
system-level roles, company-based roles, and/or other roles. A user
registered with the system may access the system based on the
user's system-level role and company-level role. The role-based
permissions module may maintain a plurality of system-level roles,
including, for example, administrator, company, and/or other roles.
System-level roles may grant access to various system features such
as for example, access to one or more modules, access to
information stored at a storage, and/or other access to system
features. Different system-level roles may be granted that provide
access to different system features.
[0077] Company-level roles may grant access to information related
to a specific company. Company information may include, for
example, information stored at the storage that is associated with
the specific company. The role-based permissions module may
maintain a plurality of company-level roles, including, for
example, manager, worker, team, and/or other roles. Different
company-based roles may be granted that provide access to different
company information, provide access to different modules, and/or
provide other access to the system.
[0078] In some implementations, the system may be used to manage
strategy, workflow, and activity for workers across various
industries. The types of industries include pharmaceutical sales,
insurance, financial services, consumer goods, business services
and office equipment, biotech and/or healthcare,
telecommunications, technology services, and/or other
industries.
[0079] The functionality of the system may be compatible with
existing systems, may be integrated with one or more existing
systems, or may be performed as a stand-alone system. For example,
the system may be integrated with multiple existing systems, such
as, for example, existing calendar management systems, existing
workflow management systems, and/or other types of systems.
[0080] These and other aspects, features, and characteristics of
the present invention, as well as the methods of operation and
functions of the related elements of structure and the combination
of parts and economies of manufacture, will become more apparent
upon consideration of the following description and the appended
claims with reference to the accompanying drawings, all of which
form a part of this specification, wherein like reference numerals
designate corresponding parts in the various figures. It is to be
expressly understood, however, that the drawings are for the
purpose of illustration and description only and are not intended
as a definition of the limits of the invention. As used in the
specification and in the claims, the singular form of "a", "an",
and "the" include plural referents unless the context clearly
dictates otherwise.
BRIEF DESCRIPTION OF THE DRAWINGS
[0081] FIG. 1 illustrates a block diagram of an exemplary system
for managing workflow including the ability to manage system-level
workflow strategy, manage individual workflow activity, and provide
suggestions to optimize individual workflow activity, according to
an aspect of the invention.
[0082] FIG. 2 illustrates a block diagram of an exemplary strategy
management module, according to an aspect of the invention.
[0083] FIG. 3 illustrates a block diagram of an exemplary activity
management module, according to an aspect of the invention.
[0084] FIG. 4 illustrates a block diagram of an exemplary
suggestion management module, according to an aspect of the
invention.
[0085] FIG. 5 depicts a flowchart for managing strategies,
according to various implementations of the invention.
[0086] FIG. 6 illustrates an exemplary screenshot of an interface
that displays strategies stored in the system, according to various
implementations of the invention.
[0087] FIG. 7 illustrates an exemplary screenshot of an interface
that facilitates editing one or more stored strategies, according
to various implementations of the invention.
[0088] FIG. 8 illustrates an exemplary screenshot of an interface
that displays metrics related to execution of a strategy, according
to various implementations of the invention.
[0089] FIG. 9 depicts a flowchart for managing workflows, according
to various implementations of the invention.
[0090] FIG. 10 illustrates an exemplary screenshot of an interface
that facilitates display and editing of workflows stored in the
system, according to various implementations of the invention.
[0091] FIG. 11 depicts a flowchart for determining suggestions for
a worker, according to various implementations of the
invention.
[0092] FIG. 12 depicts exemplary factors and parameters related to
determining a score for a suggestion, according to various
implementations of the invention.
[0093] FIG. 13 depicts exemplary default values for weights to be
applied to scores determined for factors and parameters, according
to various implementations of the invention.
[0094] FIG. 14 illustrates an exemplary graph of score values
related to the overdue accelerator parameter, according to various
implementations of the invention.
[0095] FIG. 15 illustrates an exemplary graph of score values
related to a per day pacing score parameter, according to various
implementations of the invention.
[0096] FIG. 16 illustrates an exemplary determination of a score
related to a timing factor related to exemplary suggestions,
according to various implementations of the invention.
[0097] FIG. 17 illustrates an exemplary determination of a score
related to an availability factor related to exemplary suggestions,
according to various implementations of the invention.
[0098] FIG. 18 illustrates an exemplary graph of score values
related to a location factor for determining a score for a
suggestion, according to various implementations of the
invention.
[0099] FIG. 19 illustrates an exemplary screenshot displaying a
score related to a location factor related to exemplary
suggestions, according to various implementations of the
invention.
[0100] FIG. 20 illustrates an exemplary flowchart for determining a
score related to a customer factor, according to various
implementations of the invention.
[0101] FIG. 21 depicts a flowchart for selecting criteria used for
determining suggestions, according to various implementations of
the invention.
[0102] FIG. 22 illustrates an exemplary screenshot of an interface
that displays selectable criteria for determining suggestions and
expected performance metrics, according to various implementations
of the invention.
[0103] FIG. 23 depicts a flowchart for managing a schedule,
according to various implementations of the invention.
[0104] FIG. 24 illustrates an exemplary screenshot of an interface
that displays a monthly schedule of a worker, according to various
implementations of the invention.
[0105] FIG. 25 illustrates an exemplary screenshot displaying
scores related to factors related to exemplary suggestions,
according to various implementations of the invention.
[0106] FIG. 26 illustrates an exemplary screenshot of an interface
that displays a daily schedule of a worker, according to various
implementations of the invention.
[0107] FIG. 27 illustrates an exemplary screenshot of an interface
that facilitates editing of an activity, according to various
implementations of the invention.
DETAILED DESCRIPTION
[0108] FIG. 1 illustrates a diagram of a system 10 for managing
workflow including the ability to manage system-level workflow
strategy, manage individual workflow activity, and provide
suggestions to optimize individual workflow activity, according to
an implementation of the invention. The system 10 may include a
network 20, a computing device 100, one or more client devices 30a,
. . . , 30n, and/or other components. The computing device 100 may
include a processor 101 configured to perform some or all of a
functionality of a plurality of modules. In some implementations,
the computing device 100 may comprise a non-transitory, tangible
computer-readable storage medium (e.g., storage module 105) with an
executable program stored thereon, wherein the program instructs a
microprocessor (e.g., processor 101) to perform some or all of the
functionality of the plurality of modules. The plurality of modules
may include, for example, a strategy management module 110, a
suggestion management module 120, a trigger management module 130,
an activity management module 140, a worker management module 150,
a gamification module 160, a transaction management module 170, a
reporting module 180, a role-based permissions module 190, and/or
other modules 199. A manager, worker, and/or other entity may
access the workflow management system 10 via, for example, one or
more interfaces (e.g., web pages) communicated from the computing
device 100 to a client device, an application such as a mobile
application executing on a client device that generates the
interface based on information communicated from the computing
device 100, an agent running on the computing device 100, and/or
via other interfaces.
[0109] The strategy management module 110 may be configured to
determine market segmentation, develop one or more sales
strategies, monitor workflow execution for different market
segments based on the developed strategies, prepare optimal
workflows based on the developed strategies, and/or perform other
functionality related to strategy management. The suggestion
management module 120 may be configured to determine suggested
activities for a workflow, incorporate feedback from previously
suggested activities, facilitate sharing suggested activities
and/or feedback related to suggested activities, and/or perform
other functionality related to managing suggested activities. The
trigger management module 130 may be configured to provide triggers
for scheduled activities for a workflow based on workflow strategy,
facilitate acceptance of triggers for scheduled activities, and/or
perform other functionality related to managing triggers to prompt
workflow activity. The activity management module 140 may display
scheduled activities, display suggested activities, facilitate
addition, removal, and editing of scheduled activities, store
templates for workflow activity, create scheduled activities based
on stored templates, prepare optimal schedules based on an
associated workflow, and/or perform other functionality related to
managing workflow activity. The worker management module 150 may be
configured to store information relating to workers, and/or perform
other functionality related to managing workers. The gamification
module 160 may be configured to track performance of workflow
activity by workers, provide incentives related to access and/or
use of the workflow management system 10, and/or perform other
functionality related to monitoring access of the workflow
management system 10. The transaction management module 170 may be
configured to track transactions relating to workflow activity,
implement one or more business models associated with access and/or
usage of the system 10, and/or other perform other functionality
related to managing transactions. The reporting module 180 may be
configured to facilitate analysis and report information related to
system usage, information related to strategy and/or workflow
execution, customer analytics, market analysis, product analysis,
and/or other information stored via the system 10. The role-based
permission module 190 may be configured to tailor access to the
system 10 based on one or more roles associated with a user of the
system 10.
[0110] The strategy management module 110 may be configured to
determine market segmentation, develop one or more sales
strategies, monitor workflow execution for different market
segments based on the developed strategies, prepare optimal
workflows based on the developed strategies, and/or perform other
functionality related to strategy management. In some
implementations, the strategy management module 110 may comprise a
segmentation module 112, a strategy development module 114, a
workflow management module 116, and/or other modules 118.
[0111] The segmentation module 112 may be configured to determine
market segments for sales efforts. In some implementations,
segmentation module 112 may determine market segments based on one
or more levels of abstraction. For example, levels of abstraction
may include company-level abstraction, product-level abstraction,
territorial-level abstraction, worker-level abstraction,
customer-level abstraction, and/or other levels of abstraction.
Company-level abstraction may comprise segmentation based on, for
example, territory, products, customers, workers, historical sales
data, learned information, and/or other global criteria.
Product-level abstraction may comprise segmentation based on
information related to products provided by the company.
Territorial-level abstraction may comprise segmentation based on
information related to products, customers, workers, and/or other
information related to a specific territory. Worker-level
abstraction may comprise segmentation based on information related
to products. Customer-level abstraction may comprise segmentation
based on information related to one or more customers and/or
potential customers.
[0112] The segmentation module 112 may determine market segments at
one or more levels of abstraction based on one or more segmentation
criteria, including, for example, performance metrics for
strategies related to stored market segments, information related
to territories, product information, product inventory, information
related to product demand, information related to potential
cross-sale products available, applicable laws and/or regulations,
information related to customers, information related to one or
more targeted communication channels for respective customers,
information related to workers, historical sales data, customer
networks, feedback received via workers associated with a
respective product, territory, and/or team included in the market
segment, information related to specific targeted customers, and/or
other segmentation criteria. The segmentation module 112 may be
configured to refine segmentation based on the segmentation
criteria used to determine market segments. For example, when one
or more segmentation criteria is updated via the system 10, the
segmentation module may revise market segments at one or more
levels of abstraction based on statistical and/or computational
analysis of the stored information related to the segmentation
criteria. In some implementations, based on the analysis of the
segmentation criteria, the segmentation module 112 may be
configured to recommend combining, splitting, and/or removing
existing market segments, developing new market segments,
combining, splitting, and/or removing existing levels of
abstraction, developing new levels of abstraction, and/or other
market segmentation revisions. In some implementations, the
segmentation module 112 may automatically revise market segments at
periodic intervals.
[0113] In some implementations, the segmentation module 112 may use
one or more of mutation analysis, chi-square tests, basis t-test,
KNN and support-vector machines, logistic regression (e.g., GLM,
and/or other tools for performing logistic regression), and/or
other tools to determine market segments at one or more levels of
abstraction.
[0114] The strategy development module 114 may be configured to
store information relating to a plurality of strategies, monitor
metrics related to company performance, revise existing strategies,
facilitate the display of information related to strategy execution
and company performance, and/or perform other functionality related
to managing strategies. The strategy development module 114 may
store information related to a plurality of strategies for one or
more company goals and/or one or more levels of abstraction for a
company goal. For example, strategies may be developed to enhance
sales of a product in a specific territory, to increase usage of
the system 10 by workers, to enhance cross-sales of related
products, to enhance sales to one or more market segments, and/or
to otherwise affect company goals. An individual strategy may
comprise one or more workflows associated with one or more market
segments, with an individual workflow to be executed for a
predetermined time period.
[0115] The strategy development module 114 may store strategy
information related to an individual strategy. Strategy information
may comprise one or more of: strategy name, associated segments,
associated customers, market conditions (e.g., level of activity in
market, type of market, competitors, and/or other market
conditions), customer networks, timeframe when strategy is active,
number of associated workflows, information related to associated
workflows, projected sales, impact of strategy (e.g., change in
performance metrics from previous strategy, change in worker
performance from previous strategy, and/or other indications of the
impact of the strategy), cost to implement, return on investment,
priority level, and/or other information related to the strategy.
The strategy development module 114 may be configured to obtain one
or more portions of strategy information from one or more users of
the system 10 via one or more interfaces of one or more client
devices, from a storage associated with the system 10, from
statistical and/or computational analysis of data related to
company performance stored at the storage, and/or by other
methods.
[0116] The strategy development module 114 may be configured to
monitor metrics related to company performance. For example,
strategy development module 114 may monitor, for one or more
strategies, a number of customers associated with the strategy, a
number of sales to the associated customers, profit associated with
the strategy, profit associated with an individual customer, number
of sales associated with the strategy, number of sales per
individual customer, number of activities associated with the
strategy, percentage of strategy execution, number of sales per
activity, product inventory, overall return on investment for
strategy, return on investment for customers associated with the
strategy, one or more indicators of strategy efficiency (e.g.,
percentage of activities completed, whether a threshold number of
activities have been executed, and/or other indicators of strategy
efficiency), and/or other information related to performance and
execution of an individual strategy.
[0117] In some implementations, the strategy development module 114
may be configured to revise an individual strategy based on
information updated via the system 10. For example, the strategy
development module 114 may automatically update an individual
strategy to include different segments based on revised
segmentation performed by the segmentation module. The strategy
development module 114 may update an individual strategy based on
an updated workflow associated with the strategy, input from users
of the system 10, feedback received from workers, updated
information stored via the system 10, statistical and/or
computational analysis of data related to company performance,
and/or other information. Updated information stored via the system
10 may include, for example, a new cost to implement a strategy, an
updated ROI associated with a strategy, updated analysis of one or
more metrics, updated predictions related to one or more metrics,
cost/benefit analysis of one or more strategies, one or more
workflows, one or more workflow activities, and/or other cost,
updated historical sales data, updated predictions related to sales
data, and/or other updated information. In some implementations,
the strategy development module 114 may be configured to provide
recommendations to users based on information updated via the
system 10.
[0118] The strategy development module 114 may be configured to
display information related to one or more strategies stored in the
storage via one or more interfaces of a client device. In some
implementations, strategy development module 114 may be configured
to facilitate filtering of available strategies by product, by
customer, by market segment, by territory, and/or by other
criteria. Strategy development module 114 may be configured to
display, for an individual strategy, strategy name, associated
product, market conditions, associated segments, associated
workflows, number of customers for which strategy is implemented,
impact of strategy, cost of strategy, ROI for strategy, and/or
other information related to the strategy. In some implementations,
strategy development module 114 may be Configured to facilitate the
editing of a displayed strategy. The strategy development module
114 may be configured to facilitate the editing, creation, and/or
deletion of a strategy using drag/drop functionality to include,
change, and/or remove information related to the strategy. For
example, an interface displaying the strategies may comprise
information related to market segments, market conditions,
workflows, and/or other information related to a strategy via which
strategy information may be changed.
[0119] The workflow management module 116 may be configured to
monitor workflow execution based on the developed strategies,
prepare optimal workflows based on the developed strategies,
display performance execution of a workflow, and/or perform other
functionality related to workflow management.
[0120] The workflow management module 116 may be configured to
monitor workflow execution based on the stored strategies. In some
implementations, the workflow management module may be configured
to display information related to one or more workflows for a
strategy stored in the storage via one or more interfaces of a
client device. For example, the workflow management module 116 may
be configured to display progress of execution of a workflow
through display of, for example, a toolbar, a percentage of
workflow executed, whether a threshold amount of activity
associated with the workflow has been executed, and/or by other
visual indicators. In some implementations, the workflow management
module 116 may be configured to display progress of execution for
an individual workflow for a specific strategy, workflows
associated with a specific customer, workflows for a team of
workers, workflows for a specific worker, workflows for a
geographic territory, workflows for a market segment, workflows for
a product, workflows across the company, and/or other types of
workflows.
[0121] The workflow management module 116 may be configured to
prepare optimal workflows based on the developed strategies at
different levels of abstraction. The workflow management module 116
may be configured to prepare an optimal workflow based on a stored
workflow associated with a stored strategy. The workflow management
module 116 may prepopulate data for one or more elements of the
workflow. For an optimal workflow, the workflow module may
prepopulate data for one or more elements based on statistical
and/or computational analysis of data stored at the storage. The
data may be associated with previously executed workflows, may be
data input into the system 10 by one or more users, may be based on
feedback received via the system 10 relating to previously executed
workflows, and/or may be other data related to the workflow.
[0122] In some implementations, the workflow management module 116
may be configured to prepare one or more optimal workflows for an
existing workflow associated with a stored strategy. The one or
more workflows may be prepared to maximize different returns,
including, for example, customer satisfaction, ROI, gross sales,
worker performance, efficiency, reduced costs, and/or other
goals.
[0123] The workflow management module 116 may use one or more of
cadence and response curves, GLM survival/hazard modules, A/B
testing, regression analysis (e.g., GLM models and/or other
regression models), multinomial models, neural net models,
descriptive statistics, and/or other tools to manage workflows.
[0124] The suggestion management module 120 may be configured to
determine suggestions for activities for a worker, incorporate
feedback from previously suggested activities, and/or perform other
functionality related to managing suggested activities. Suggestions
may be displayed to a worker via functionality associated with
activity management module 140 (described below). In some
implementations, suggestions may be displayed via an interface on a
client device through which a worker accesses their schedule. In
some implementations, the suggestion management module 120 may
comprise a suggestion determination module 122, a suggestion
configuration module 124, a learning module 126, and/or other
modules 128.
[0125] The suggestion determination module 122 may be configured to
determine suggestions for activities for a worker. A suggestion may
comprise information related to the activity, a suggested time at
which the activity is to be performed, location information
associated with the activity (e.g., a specific location at which
the activity is to be performed, a map of the location, directions
to the location, and/or other location information), one or more
rationales for the activity, information related to factors and/or
parameters associated with the suggestion, information indicating
whether the suggestion is new, and/or other information related to
the activity. A rationale for a suggestion may be based, for
example, on a score associated with one or more factors associated
with the activity. For example, a rationale may be based on a
factor with the highest score, a parameter of a factor with the
highest score, a factor and/or parameter that most influenced the
score for the suggestion, and/or other information related to the
scoring of the activity. Information related to factors and/or
parameters associated with the suggestion may comprise, for
example, a number of days since an activity of the same type was
performed, a known availability of the customer, a trigger
associated with the suggestion, and/or other information.
Information indicating whether the suggestion is new may comprise
an icon, flag, coloring of the displayed suggestion, and/or other
indication that the suggestion is new. A suggestion may be
considered to be new when, for example, the suggestion was first
provided within a prior predetermined time period, the suggestion
relates to an activity that was added to a workflow within a prior
predetermined time period, the suggestion relates a trigger that
was provided within a prior predetermined time period, and/or for
other reasons for which the suggestion may be considered to be a
"new" suggestion.
[0126] The suggestion determination module 122 may determine
suggestions for activities for a worker based on one or more
criteria. The criteria may include, for example, one or more
factors, one or more parameters, weights associated with one or
more selected factors, relative weights of one or more selected
factors, weights associated with one or more selected parameters,
relative weights of one or more selected parameters, bonuses
associated with one or more factors, penalties associated with one
or more factors, bonuses associated with one or more parameters,
penalties associated with one or more parameters, bonuses
associated with the overall suggestion, penalties associated with
the overall suggestion, and/or other criteria used to determine
which suggestions to provide. In some implementations, the criteria
used to determine suggestions for a worker may depend upon an
associated strategy, associated workflow, associated team of
workers, information related to the worker for whom the suggestion
is being provided, associated products, associated customers,
and/or other levels of abstraction for which suggestions may be
determined for the worker. The criteria and associated levels of
abstractions used to determine suggestions for a worker may be
stored in the storage associated with the system 10.
[0127] In some implementations, the suggestion determination module
122 may be configured to determine relevant information to be
provided with a suggestion for an activity. In these
implementations, the suggestion determination module 122 may store
one or more rules relating to relevant information to provide based
on the criteria used to determine suggestions, a level of
abstraction associated with the suggestions being provided, the
worker for whom suggestions are being provided, whether a trigger
is associated with the suggestion, and/or other information related
to providing suggestions.
[0128] Based on the rules associated with criteria used to
determine a specific suggestion, a level of abstraction associated
with the suggestion, a worker associated with the specific
suggestion, and/or other information related to the specific
suggestion, the suggestion determination module 122 may determine
relevant information to be provided with the specific suggestion.
For example, the suggestion determination module 122 may store a
rule stating that location information should not be included in
the relevant information displayed with a suggestion if the worker
for whom the suggestion is provided has visited the location
associated with the suggestion a predetermined number of times.
Another example rule may state that location information is
provided for a worker associated with a large territory, but
location information is not provided for a worker associated with a
small territory. Yet another example rule may state that
information related to a product associated with the suggestion
should be included as relevant information if one or more customers
associated with the suggestion have purchased more than one
product. Other types of rules may be stored as well. The rules
stored by the suggestion determination module 122 are not limited
to the examples described herein.
[0129] In some implementations, relevant information for a
suggestion always includes the rationale for a suggestion and
information relating to the activity being suggested. In some
implementations, the inclusion of a rationale for a suggestion
and/or the inclusion of information relating to the activity being
suggested as relevant information may depend upon the rules
associated with the suggestion.
[0130] In some implementations, the suggestion determination module
122 may determine relevant information based on rules associated
with a suggestion and/or based on scores associated with the
suggestion. For example, relevant information may include
information based on one or more scores calculated when determining
a score for the suggestion. The information included as relevant
information may be based on scores that had a significant impact on
the score for the suggestion. For example, scores that had a
significant impact may include scores above an average threshold, a
predetermined number of scores of the highest value, and/or other
types of scores.
[0131] In some implementations, the suggestion determination module
122 may determine only a predetermined number of items of relevant
information to be provided for a suggestion. In some
implementations, the suggestion determination module 122 may
provide all relevant information determined for a suggestion. A
user of the system may determine a number of items of relevant
information to be provided with a suggestion. In some
implementations, the rules used to determine relevant information
may also state a number of items of relevant information to be
provided for a suggestion.
[0132] The rules used to determine relevant information to provide
with a suggestion may be updated based on information stored at the
system 10. For example, the rules may be updated based on feedback
provided by users of the system 10, based on performance metrics
relating to activities associated with the suggestions, based on an
amount of acceptance of the suggestion, based on user input, and/or
based on other information stored at the system 10.
[0133] In some implementations, the suggestion determination module
122 may determine, for one or more activities to be performed in
one or more workflows associated with the worker, one or more
respective scores. The suggestion determination module 122 may
determine scores for activities to be performed in one or more
workflows that have not yet been scheduled by the worker. The
suggestion determination module 122 may determine scores for
activities to be performed in one or more workflows that have not
yet been scheduled and that are due to occur within a predetermined
time period. The suggestion determination module 122 may determine
scores for other subsets of activities in the one or more workflows
associated with the worker.
[0134] The suggestion determination module 122 may provide a
predetermined number of suggestions with the highest scores (or
lowest scores) to the worker via the activity management module. In
some implementations, suggestions with a score above a
predetermined threshold, suggestions within a first quartile of
scores, and/or other groups of suggestions may be provided the
worker. In some implementations, the suggestion determination
module 122 may calculate a score distribution (e.g., a matrix-based
score distribution, and/or other score distribution) of the
suggestions to determine which suggestions to provide to a worker.
A suggestion with a higher score (or lower score based on
weighting, bonuses, and penalties applied) may be indicated to a
worker as having more importance than a suggestion with a lower
score (or correspondingly, a higher score). In some
implementations, an importance of a suggestion may be represented
by an icon, label (e.g., high, medium, low, and/or other label),
number, percentage based on other suggestions, rank relative to
other suggestions, color, and/or indicator.
[0135] In some implementations, the suggestion determination module
122 may determine a score for an activity based on a current
location of the worker and/or a current time and schedule of the
worker. In some implementations, the suggestion determination
module 122 may obtain location information for the worker via, for
example, a client device associated with the worker, schedule
information for the worker that includes location, and/or other
information associated with the location for the worker. In these
implementations, the suggestion determination module 122 may
determine suggestions that comprise specific location information
and/or specific timing information related to performing the
activity.
[0136] The suggestion determination module 122 may be configured to
determine one or more scores for one or more activities based on
one or more system factors, one or more worker factors, and/or one
or more other factors. System factors include, for example,
activity value, activity timing, and/or other system factors.
Worker factors include, for example, location, availability, and/or
other worker factors.
[0137] The suggestion determination module 122 may determine a
score for an activity based on scores associated with the one or
more system factors, one or more worker factors, and/or other
factors associated with the activity. The scores associated with
the factors may be based on standardized numerical scores
associated with the values related to the factors. In some
implementations, one or more factors may be scored with respective
weights, penalties, bonuses, and/or other scoring effects. In some
implementations, a factor may be associated with one or more
parameters. A score for a factor may be based on scores for the one
or more parameters. The scores associated with the factors may be
based on standardized numerical scores associated with the values
related to the factors. In some implementations, the one or more
parameters may be scored with respective weights, penalties,
bonuses, and/or other scoring effects.
[0138] Weights, penalties, bonuses, and/or other scoring effects
may be based on information stored at storage 105, may be based on
information updated by the learning module of the suggestion
management module (as discussed below), may be based on input
received from managers, may be based on feedback received from
workers, and/or may be based on other information available via the
system 10. In some implementations, weights, bonuses, penalties,
and/or other scoring effects may be applied to a score for an
activity based on one or more strategies associated with the
activity, one or more workflows associated with the activity, one
or more products associated with the activity, one or more
customers associated with the activity, and/or based on other
information associated with the activity.
[0139] The suggestion determination module 122 may be configured to
determine a score for an activity value factor associated with an
activity based on one or more parameters. For example, the
parameters may include performance execution (e.g., comparison of
how many activities have been completed and total number of
activities for the workflow, types of activities to be completed
for the workflow, comparison of the number of activities of the
same type of activity to be completed for the workflow and total
number of activities of that type, and/or other information related
to performance execution), number of activities of the same type
performed and/or planned, value of product associated with
activity, regulatory requirements associated with the activity,
probable success of cross-sale of products when performing the
activity, patent term for products associated with the activity,
inventory of products associated with the activity, and/or other
parameters. In some implementations, one or more parameters
associated with the activity value factor may be weighted. For
example, activities of a certain type may be weighted higher or
lower than activities of another type. In some implementations, one
or more bonuses may be associated with an activity when determining
a score for activity value. The one or more bonuses may comprise,
for example, a bonus based on market segment associated with
workflow, a bonus based on promotions for a product associated with
the activity, a bonus for promoting information about a specific
product, a bonus for performing the activity in an order detailed
by the workflow, a bonus for performing an activity before it is
due to be performed according to the workflow, and/or other
bonuses. In some implementations, one or more penalties may be
associated with an activity when determining a score for activity
value.
[0140] The suggestion determination module 122 may be configured to
determine a score for a timing factor associated with an activity
based on one or more parameters. For example, the parameters may
include time since activity of same type last performed, time since
activity in workflow last performed, time until next activity in
workflow planned, optimal timing for activity (e.g., based on
workflow, based on feedback provided by workers, based on data
stored at storage 105, and/or based on other information obtained
via the system 10), amount of time past optimal timing, probability
of success associated with activity (e.g., based on feedback
provided by workers, based on data at storage 105, and/or based on
other information obtained via the system 10) and/or other
parameters. In some implementations, one or more parameters
associated with the timing factor may be weighted. For example, an
amount of time past optimal timing may be weighted higher than
other factors. In some implementations, one or more bonuses may be
associated with an activity when determining a score for timing.
The one or more bonuses may comprise, for example, a bonus for
performing the activity in an order detailed by the workflow, a
bonus for performing an activity before it is due to be performed
according to the workflow, a bonus for performing the activity at
the optimal timing, and/or other bonuses. In some implementations,
one or more penalties may be associated with an activity when
determining a score for timing.
[0141] The suggestion determination module 122 may be configured to
determine a score for an availability factor associated with an
activity based on one or more parameters. For example, the
parameters may include customer availability (e.g., provided by the
system 10, provided by one or more workers, based on feedback
provided by one or more workers, provided by the customer, obtained
via an API configured to facilitate access a customer calendar,
and/or based on other information obtained via the system 10),
worker availability (e.g., based on worker schedule data obtained
by storage 105, and/or based on other information obtained via the
system 10), wait time associated with the activity (e.g., provided
by the system 10, provided by one or more workers, provided via the
customer, based on feedback provided by one or more workers, and/or
based on other information obtained via the system 10), amount of
time for performing the activity (e.g., provided by the system 10,
provided by one or more workers, provided by the customer, based on
feedback provided by one or more workers, and/or based on other
information obtained via the system 10), and/or other parameters.
In some implementations, one or more parameters associated with the
availability factor may be weighted. In some implementations, one
or more bonuses may be associated with an activity when determining
a score for availability. In some implementations, one or more
penalties may be associated with an activity when determining a
score for availability. For example, a penalty may be associated
with a known schedule conflict determined based on worker
availability and/or customer availability.
[0142] The suggestion determination module 122 may be configured to
determine a score for a location factor associated with an activity
based on one or more parameters. For example, the parameters may
include proximity to location of activity at different times based
on schedule information of worker, travel time to the activity,
and/or other parameters. In some implementations, one or more
parameters associated with the location factor may be weighted. In
some implementations, one or more bonuses may be associated with an
activity when determining a score for timing. For example, a bonus
may be associated with an activity within a predetermined radius of
a worker's current location. In some implementations, one or more
penalties may be associated with an activity when determining a
score for location. For example, a penalty may be associated with
an activity outside a predetermined radius of a worker's current
location.
[0143] In some implementations, other factors considered by the
suggestion determination module 122 comprise customer information
(e.g., amount of sales associated with customer, amount of sales of
product associated with customer, time since customer purchased
product associated with activity, and/or other customer
information), sales trends associated with the activity, market
share associated with the activity, and/or other factors. In some
implementations, these factors may be scored with weights,
penalties, bonuses, and/or other scoring effects.
[0144] The suggestion determination module 122 may determine an
overall score for a suggestion. For example, the suggestion
determination module may determine an overall score by combining
the scores of one or more factors related to the suggestion. The
suggestion determination module 122 may determine an overall score
by using linear and/or non-linear functional forms for the one or
more factors. In some implementations, the suggestion determination
module 122 may apply one or more applicable bonuses, penalties,
and/or weights to the overall score. The suggestion determination
module 122 may combine the factors by using auto-calibration
methods to ensure that adding a factor, removing a factor, or
changing the parameters of a factor do not create an imbalance in
the distribution of scores of suggestions. For example, the
suggestion determination module 122 may use one or more of:
monte-carlo simulation techniques, automated sensitivity analyses,
normalization of factor scores, functional forms that robustly
handle non-normal score distributions, and/or other
auto-calibration methods.
[0145] In some implementations, the suggestion determination module
122 may automatically determine suggestions, may determine
suggestion responsive to user input, and/or may determine
suggestion at other times. For example, the suggestion
determination module 122 may determine suggestions on a periodic
basis, upon provision of a new trigger, upon selection of criteria
via the suggestion configuration module, upon addition, revision,
or removal of a strategy, upon addition, revision, or removal of a
workflow, upon addition, revision, or removal of workers to a team,
upon addition, revision, or removal of one or more workers from the
system, and/or based upon other activity in the system.
[0146] A suggestion configuration module 124 may be configured to
facilitate selection of criteria used to determine which
suggestions to provide to a worker. The criteria may include, for
example, one or more factors, one or more parameters, weights
associated with one or more selected factors, relative weights of
one or more factors, weights associated with one or more selected
parameters, relative weights of one or more selected parameters,
bonuses associated with one or more factors, penalties associated
with one or more factors, bonuses associated with one or more
parameters, penalties associated with one or more parameters,
bonuses associated with the overall suggestion, penalties
associated with the overall suggestion, and/or other criteria used
to determine which suggestions to provide. In some implementations,
the suggestion configuration module 124 may be configured to
facilitate selection one or more of strategy, workflow, team of
workers, one or more individual workers, one or more types of
workers, products, customers, and/or other groupings for which
suggestions may be determined. In these implementations, the
criteria selected via the suggestion configuration module 124 may
be applied to determining suggestions for the selected
grouping.
[0147] The suggestion configuration module 124 may be configured to
display expected performance metrics associated with the selected
criteria. For example, the suggestion configuration module 124 may
be configured to automatically update and display expected
performance metrics upon a revision of selected criteria by a
user.
[0148] In some implementations, the suggestion configuration module
124 may be configured to provide pre-set combinations of criteria.
The pre-set combinations of criteria may be associated with one or
more strategies, one or more workflows, one or more products, one
or more customers, one or more teams of workers, one or more
individual workers, one or more types of workers, and/or other
grouping for which suggestions may be determined. The pre-set
combinations of criteria may include a combination of factors,
weights associated with the factors, bonuses and/or penalties
associated with the factors, parameters associated with the
factors, weights associated with the respective parameters, bonuses
and/or penalties associated with the respective parameters, bonuses
and/or penalties associated with the suggestion, and/or other
criteria used in determining a suggestion. In some implementations,
the suggestion configuration module 124 may be configured to
display information related to available pre-set combinations of
criteria based on groupings selected by a user.
[0149] In some implementations, the suggestion configuration module
124 may use one or more of A/B testing, genetic algorithms,
distributed Monte Carlo simulations, optimization techniques,
and/or other tools to simulate the impact of a selection of
criteria for determining suggestions will have on performance
metrics. The suggestion, configuration module 124 may be configured
to facilitate A/B testing of different combinations of criteria,
manage trial runs of different combinations of criteria, and/or
otherwise determine the impact of different combinations of
criteria used to determine suggestions. In some implementations,
the suggestion configuration module 124 may automatically perform
A/B testing of one or more combinations of criteria for determining
suggestions across one or more strategies, one or more workflows,
one or more products, one or more customers, one or more teams of
workers, one or more workers, and/or across one or more other
groupings.
[0150] In some implementation, the learning module 126 of the
suggestion management module 120 may be configured to update how
suggestions are scored based on feedback from previously suggested
activities (e.g., based on whether a suggestion was pushed,
dismissed, accepted, ignored, and/or otherwise treated, based on
feedback provided with treatment of a suggestion, and/or based on
other information related to feedback from previously suggested
activities), based on feedback from scheduled activities, based on
performance execution of a workflow (e.g., based on completing an
activity in a workflow, based on reaching a threshold of
performance execution for the workflow, and/or based on other
information related to performance execution), based on historical
sales data associated with a workflow, and/or based on other
information available via the system 10.
[0151] The learning module 126 may be configured to update weights
associated with one or more parameters and/or one or more factors
considered by the suggestion management module. For example, the
learning module 126 may be configured to update weights, bonuses,
penalties, and/or other scoring effects based on feedback provided
by workers related to a suggestion, based on whether suggestions
were followed by workers, based on updated strategies stored at the
system 10, based on updated workflows stored at the system 10,
based on updated regulatory information, based on updated legal
information, and/or based on other information available via the
system 10. In some implementations, the learning module 126 may
update weights associated with one or more factors and/or one or
more parameters based on length of time since an activity of a same
type was performed, based on an amount of time since a customer
purchased a product, and/or based on other historical data
available via the system 10.
[0152] In some implementations, the learning module 126 may update
scoring effects, factors, parameters, and/or other attributes used
for determining a score for a suggestion based on one or more of:
date, location, market segment, product, economic conditions
associated with the market segment, product, customer, and/or other
abstraction-level, market type, and/or other information.
[0153] In some implementations, the learning module 126 may use
neural net heuristics and/or other tools to implement updating of
weights, bonuses, penalties, and/or other scoring effects. Learning
module 126 may continuously update scoring effects, may
periodically update scoring effects, may update scoring effects
when information is updated via the system 10 (e.g., feedback is
received, a strategy is revised, a workflow is revised, and/or
other information is updated), and/or may otherwise update scoring
effects.
[0154] The trigger management module 130 may be configured to
provide triggers for an activity based on workflow strategy,
facilitate acceptance of triggers for scheduled activities, and/or
perform other functionality related to managing triggers to prompt
workflow activity. Triggers may be displayed to a worker via
functionality associated with activity management module (discussed
below). In some implementations, triggers may be displayed via an
interface on a client device through which a worker accesses an
associated schedule. Triggers may be provided based on sales data
stored at system 10 (e.g., changes in customer behavior learned
from system 10, changes in customer data input via one or more
workers and/or one or more managers, sales goals that were not met,
sales goals that were exceeded, and/or other information related to
sales data), based on marketing events (e.g., promotions associated
with a product, promotions associated with cross-sale of a product,
and/or other marketing events), based on triggers from other
workers (e.g., a suggestion shared between workers, feedback from
another worker; and/or other information provided from workers),
based on regulatory changes, based on strategies associated with a
worker (e.g., activities associated with a strategy, changes in a
strategy, and/or other information associated with the strategy).
In some implementations, when a trigger is provided to a worker,
the worker may be allowed a predetermined amount of time to accept
the trigger before the trigger is automatically included as a
scheduled event for the worker.
[0155] The activity management module 140 may be configured to
display scheduled activities, facilitate addition, removal, and
editing of scheduled activities, accept feedback regarding
scheduled activities, display suggestions, accept feedback
regarding suggestions, store templates for scheduling activity,
create scheduled activities based on stored templates, prepare
proposed templates for scheduling activity based on an associated
workflow, share suggestions, shared schedule activities, and/or
perform other functionality related to managing activities. In some
implementations, the activity management module 140 may comprise a
calendar management module 142, a template management module 144, a
sharing module 146, and/or other module 148.
[0156] The calendar management module 142 of the activity
management module 140 may be configured to display scheduled
activities, facilitate the addition, removal and editing of
scheduled activities, accept feedback regarding scheduled
activities, display suggestions for scheduled activities, accept
feedback regarding suggestions, and/or perform other functionality
related to managing scheduled activities.
[0157] The calendar management module 142 may be configured to
display a schedule of activities for a worker. For example, the
calendar management module 142 may be configured to display a
schedule of activities for a specific day, for a specific week, for
a specific month, by date range, by activity type, by location, by
product, by customer, by strategy, by workflow, and/or by other
criteria. The calendar management module 142 may be configured to
display information related to a scheduled activity including, for
example, data associated with the activity, notes stored by the
worker relating to the activity, activity information stored at the
storage 105, contact information of a customer associated with the
activity, tips related to a customer associated with the activity,
and/or other information related to the activity.
[0158] The calendar management module 142 may be configured to
facilitate the addition, removal, and/or editing of a scheduled
activity. The calendar management module 142 may be configured to
create an activity to be scheduled with or without a specific time
and date associated with the activity. In some implementations,
when a worker creates an activity, the calendar management module
142 may suggest times for the activity based on worker
availability, based on expected length of event, based on expected
wait time associated with the activity, based on availability of a
customer associated with the activity, based on travel time to the
activity, and/or based on other information relating to the
activity.
[0159] In some implementations, the calendar management module 142
may be configured to prompt a worker for feedback relating to a
completed schedule event. For example, the calendar management
module may be configured to prompt the worker to provide feedback
relating to a wait time experienced by the worker for the activity,
a length of time for performing the activity, information learned
during the activity, tips for handling the activity, notes related
to the performance of the activity, and/or other information. The
feedback provided by the worker may be used by the suggestion
management module 120, the activity management module 140, the
strategy management module 110, and/or other modules 199 to
optimize strategy, workflows, suggestions provided to the worker,
and/or other functionality of the system 10.
[0160] In some implementations, the calendar management module 142
may be configured to restrict the creation of a scheduled activity
based on strategy and/or workflow associated with the activity. For
example, the calendar management module 142 may be configured to
restrict the creation of a scheduled activity by a worker when a
same type of activity occurred the same day, when a same type of
activity occurred within a predetermined time period, when the
scheduled activity is contrary to regulations and/or laws, and/or
for other reasons.
[0161] In some implementations, the calendar management module 142
may be configured to display suggestions for activities provided by
the suggestion management module 120, accept feedback regarding
suggestions, and/or otherwise enable user interaction with
suggestions provided by the suggestion management module 120. The
calendar management module 142 may be configured to display
suggestions when displaying a schedule of the worker. The calendar
management module 142 may be configured to display a suggestion and
relevant information for the suggestion. The suggestion and the
relevant information for the suggestion may be determined and/or
provided by the suggestion determination module 122 of the
suggestion management module 120.
[0162] Suggestions may be displayed based on an importance of the
suggestion (as provided by the suggestion management module 120).
For example, a suggestion displayed via the calendar management
module 142 may be displayed with an indicator of importance (e.g.,
a color, rank, percentage, and/or other indicator as discussed
above with the suggestion management module 120). In some
implementations, suggestions may be displayed by importance, by
day, by week, by month, by customer, by location, by product, by
rationale, by suggested date/time, by a date range, by filtering
criteria associated with the display of the worker's schedule,
and/or by other criteria. The calendar management module 142 may
facilitate the filtering of suggestions by importance, by day, by
week, by month, by customer, by location, by product, by rationale,
by suggested date/time, by a date range, by filtering criteria
associated with the display of the worker's schedule, by treatment
of suggestion (e.g., accepted, dismissed, pushed, ignored, and/or
other treatment) and/or by other criteria. In some implementations,
a suggestion may no longer be displayed once it has been accepted,
dismissed, or ignored for a predetermined period of time.
[0163] The calendar management module 142 may be configured to
enable a worker to add a suggestion as a scheduled event. For
example, the calendar management module 142 may enable a worker to
drag and drop a suggestion for an activity into an open time slot
of a displayed schedule for the worker. In some implementations,
the calendar management module 142 may be configured to display an
availability of one or more customers associated with an event for
one or more time slots when the user is determining where to drag
and drop an event. For example, the availability of one or more
customers may be displayed via color, shading, and/or other
indication.
[0164] In some implementations, the calendar management module 142
may be configured to enable a worker to accept a suggestion,
dismiss a suggestion, push a suggestion to another date and/or
time, ignore a suggestion (e.g., fail to interact with a suggestion
for a predetermined time period, and/or otherwise ignore the
suggestion), and/or otherwise treat a suggestion. In some
implementations, when a worker accepts a suggestion, the calendar
management module 142 may create a scheduled activity for the
worker based on the activity of the suggestion. When a worker
pushes a suggestion, the calendar management module 142 may be
configured to remove the suggestion from display and provide the
suggestion for display after a pre-determined time period. The
pre-determined time period may be a default pre-determined time
period, or may be based on feedback provided by the worker. When a
worker dismisses a suggestion, the calendar management module 142
may remove the suggestion from display.
[0165] Based on treatment of a suggestion, the calendar management
module 142 may be configured to prompt the worker for feedback
related to the treatment of the suggestion. For example, the
calendar management module 142 may be configured to prompt the
worker to provide feedback relating to why the worker accepted the
activity, why the worker pushed the activity, why the worker
dismissed the activity, why the worker ignored the activity,
activities that the worker would prefer as suggestions, and/or
other information. The feedback provided by the worker may be used
by the suggestion management module 120, the activity management
module 140, the strategy management module 110, and/or other
modules 199 to optimize strategy, workflows, suggestions provided
to the worker, and/or other functionality of the system 10.
[0166] In some implementations, along with the suggestion and
relevant information associated with the suggestion, the calendar
management module 142 may display scores related to the suggestion,
scores related to factors associated with the suggestion, weights
applied to the suggestion and/or factors associated with the
suggestion, information associated with factors and/or parameters
associated with the suggestion, and/or other information relating
to how the suggestion was determined. The feedback provided by the
worker may comprise information relating to one or more factors,
one or more parameters, scoring of one or more factors, scoring of
one or more parameters, application of one or more weights,
application of one or more bonuses, application of one or more
penalties, changes to values of one or more weights, bonuses,
penalties, and/or other scoring effects, importance of the
suggestion, and/or other information relating to the determination
of the suggestion. The information associated with factors and/or
parameters associated with the suggestion may comprise, for
example, information that was calculated during the determination
of a score for the suggestion, information used in determining a
score for the suggestion, and/or other information that provides
context and/or strategy associated with the suggestion.
[0167] The template management module 144 may store templates for
scheduling workflow activity, create scheduled activities based on
stored templates, prepare proposed templates for scheduling
workflow activity based on an associated workflow, and/or perform
other functionality related to scheduling activity. In some
implementations, the template management module 144 may enable a
worker to store a schedule of the worker as a template. The
template management module 144 may enable a worker to filter
activities on a schedule of the worker to store as part of a
template. For example, the activities may be filtered by location,
activity type, associated product, associated customer, date range,
and/or other criteria. In some implementations, the template
management module 144 may enable a worker to add notes related to a
template. In some implementations, the template management module
144 may be configured to prepare a proposed template for a worker
based on activities scheduled for the worker and suggestions
provided for the worker.
[0168] In some implementations, the sharing module 146 of the
suggestion management module may be configured to enable a worker
to share suggestions for activities, responses to suggestions,
feedback related to suggested activities, feedback related to
scheduled activities, templates stored by a worker, schedules,
and/or other information stored via the system 10. For example, the
sharing module 146 may facilitate sharing information from one
worker to another via text message, calendar event, trigger, email,
and/or other communication medium.
[0169] The worker management module 150 may be configured to store
information relating to one or more workers, information relating
to teams of workers, and/or perform other functionality related to
managing workers. For example, for an individual worker, the worker
management module 150 may be configured to store worker
information, including, for example, one or more of: name, address,
schedule, activities executed by the worker, feedback received from
the worker related to scheduled activities, feedback received from
the user related to suggestions, performance metrics associated
with the user, amount of system access and system usage, one or
more triggers associated with the worker, performance metrics
associated with the worker, products to be sold by the worker,
customers associated with the worker, territory associated with the
worker, one or more teams associated with the worker, one or more
market segments associated with the worker, one or more workflows
associated with the products, customer, market segments, and/or
territory associated with the worker, and/or other information
related to the worker.
[0170] The gamification module 160 may be configured to track
access and usage of the system 10 by workers, provide incentives
related to access and/or use of the workflow management system 10,
and/or to perform other functionality related to monitoring access
of the workflow management system 10.
[0171] In some implementations, the gamification module 160 may be
configured to track the access and/or usage of the system 10 by
workers. For example, the gamification module 160 may store
tracking information for a worker including, for example, frequency
of access, length per access, percentage of activities for which a
worker provided feedback, type of feedback provided, amount of
feedback provided, number of suggestions used, number of
suggestions dismissed, amount of feedback provided regarding
dismissal of suggestion, number of suggestions pushed, amount of
feedback provided regarding pushing of suggestions, number of
templates stored by the worker, number of customers for which
worker accessed system 10, number of products for which worker
accessed system 10, and/or other tracking information.
[0172] The gamification module 160 may be configured to provide
incentives to a worker based on an amount of access and/or usage of
the system 10 by the worker. In some implementations, the
gamification module 160 may store one or more levels of usage
associated with respective levels of rewards. A level of usage
could be based on number of suggestions accepted, number of times
feedback provided, frequency of use, and/or other tracking
information. In some implementations, the gamification module 160
may associate a suggestion provided to a worker with an incentive.
For example, the gamification module 160 may augment a suggestion
to include the provision of a reward to the worker if the suggested
is accepted by the worker.
[0173] In some implementations, the gamification module 160 may be
configured to compare tracking information between individual
workers of a same team, between teams of workers, between some or
all workers, and/or between other sets of users of the system 10.
The gamification module 160 may be configured to modify the rewards
available to individual workers or teams of workers based on the
comparison of tracking information.
[0174] The transaction management module 170 may be configured to
track transactions relating to strategy, workflow, and workflow
activity, implement one or more business models associated with
access and/or usage of the system 10, and/or other perform other
functionality related to managing transactions. The transaction
management module 170 may be configured to implement one or more
business models associated with access and/or usage of the system
10. For example, the transaction management module 170 may be
configured to store information related to features of the system
10 which a user may access for free and features of the system 10
for which a user may need to pay for access. The transaction
management module 170 may also store information related to users
who have unlimited access to the system 10. The transaction
management module 170 may further include the appropriate
functionality for receiving and processing payments from customers,
groups, and/or other entities, including, for example, credit card
payments, payments via third parties such as PayPal, electronic
check processing, and/or other types of payments.
[0175] The reporting module 180 may be configured to facilitate
analysis and report information related to system usage,
information related to strategy and/or workflow execution, customer
analytics, market analysis, product analysis, and/or other
information stored via the system 10.
[0176] The role-based permission module 190 may be configured to
tailor a user's access to the system 10 based on one or more roles
associated with the user. The role-based permission module 190 may
be configured to tailor a user's access to the system 10 based on
one or more roles associated with the user. The one or more roles
may include system-level roles, company-based roles, and/or other
roles. A user of the system 10 may access the system 10 based on
the user's system-level role and company-level role. The role-based
permissions module 190 may maintain a plurality of system-level
roles, including, for example, administrator, company, and/or other
roles. System-level roles may grant access to various system
features such as for example, access to one or more modules, access
to information stored at a storage 105, and/or other access to
system features. Different system-level roles may be granted that
provide access to different system features.
[0177] Company-level roles may grant access to information related
to a specific company. Company information may include, for
example, information stored at the storage 105 that is associated
with the specific company. The role-based permissions module 190
may maintain a plurality of company-level roles, including, for
example, manager, worker, team, and/or other roles. Different
company-based roles may be granted that provide access to different
company information, provide access to different modules, and/or
provide other access to the system 10.
[0178] In some implementations, the system 10 may be used to manage
strategy, workflow, and activity for workers across various
industries. The types of industries include pharmaceutical sales,
insurance, financial services, consumer goods, business services
and office equipment, biotech and/or healthcare,
telecommunications, technology services, and/or other
industries.
[0179] In some implementations, storage 105 of the system 10 may be
configured to store information related to system usage, any
information accessed, processed, shared, and/or created by system
10, and/or other information developed and/or shared via
functionality associated with system 10.
[0180] The functionality of the system 10 may be compatible with
existing systems, may be integrated with one or more existing
systems, or may be performed as a stand-alone system. For example,
the system 10 may be integrated with multiple existing systems,
such as, for example, existing calendar management systems,
existing workflow management systems, and/or other types of
systems.
[0181] FIG. 5 illustrates a process for managing strategies,
according to various implementations of the invention. FIG. 6
illustrates an exemplary screenshot of an interface 600 that
displays strategies stored in the system 10, according to various
implementations of the invention. FIG. 7 illustrates an exemplary
screenshot of an interface 700 that facilitates the editing of one
or more stored strategies, according to various implementations of
the invention. FIG. 8 illustrates an exemplary screenshot of an
interface 800 that displays metrics related to execution of a
strategy, according to various implementations of the invention.
Processing will be described with respect to FIG. 5 in reference to
the screen shots illustrated in FIGS. 6-8.
[0182] The described operations of FIG. 5 and other figures may be
accomplished using some or all of the system components described
in detail above and, in some implementations, various operations
may be performed in different sequences. In other implementations,
additional operations may be performed along with some or all of
the operations shown in FIG. 5 and the other figures. In yet other
implementations, one or more operations may be performed
simultaneously. In yet other implementations, one or more
combinations of various operations may be performed. Some
implementations may not perform all of the operations described
with relation to FIG. 5 and other figures. Accordingly, the
operations described are exemplary in nature and, as such, should
not be viewed as limiting.
[0183] The screenshots illustrated in FIG. 6 and other drawing
figures are for illustrative purposes only. In some
implementations, the screenshots illustrated in FIG. 6 and other
drawing figures may be related to the use of the system 10 in the
context of pharmaceutical sales. The specific information displayed
in the screenshots, and the industry to which the screenshots may
be relevant, are exemplary only, and in no way limit the
application or scope of the invention. Various components may be
added, deleted, moved, or otherwise changed so that the
configuration, appearance, and/or content of the screenshots may be
different than as illustrated in the figures. Accordingly, the
graphical user interface objects as illustrated (and described in
greater detail below) are exemplary by nature and, as such, should
not be viewed as limiting. The interface 600 of FIG. 6 and other
interfaces described herein may be implemented as a web page
communicated from computing device 100 to a client, an application
such as a mobile application executing on the client that receives
generates the interface based on information communicated from
computing device 100, and/or other interface. Whichever type of
interface is used, computing device 100 may communicate the data
and/or formatting instructions related to the interface to the
client, causing the client to generate the various interfaces of
FIG. 6 and other drawing figures. Furthermore, computing device 100
may receive data from the client via the various interfaces, as
would be appreciated.
[0184] In an operation 510, the system 10 may determine one or more
market segments. In some implementations, operation 510 may be
performed by a segmentation module the same as or similar to
segmentation module 112 of the strategy management module 110
(shown in FIG. 2 and described above).
[0185] In an operation 520, the system 10 may develop one or more
strategies for the one or more determined market segments. In some
implementations, operation 520 may be performed by a strategy
development module the same as or similar to strategy development
module 114 of the strategy management module 110 (shown in FIG. 2
and described above).
[0186] FIG. 6 illustrates an exemplary screenshot of an interface
600 that displays strategies stored in the system 10, according to
various implementations of the invention. In some implementations,
user interface 600 may be presented that includes an exemplary
template for displaying strategies. The template for displaying
strategies may be presented to a user upon access of strategy
information by the user. The user interface 600 may include, for
example, navigation bar portion 602, strategy display portion 604,
strategy metrics display portion 606, and/or other portions that
display information relating to one or more stored strategies.
[0187] In some implementations, navigation bar portion 602 may
display one or more links to the one or more templates available
via the system 10. For example, the navigation bar 208 may display
a title related to the template, and information related to the
strategies being displayed. For example, the information related to
the strategies being displayed may include product, segment,
whether the strategies are being viewed, whether the strategies are
being edited, links for creating new strategies, links for
duplicating a strategy, and/or other information related to the
strategies. In some implementations, the information related to
product, segment, and/or other information may be displayed in the
form of a drop down menu, a link, and/or other interactive
component that facilitates filtering, by a user of the template, of
the strategies being displayed by the type of information chosen.
For example, information related to products may be displayed via a
drop down menu that includes names of some or all of the products
stored in the system 10, an item relating to all products, and/or
other types of products. The strategies displayed may be filtered
to correspond to the item chosen in the drop down menu for
products. Other examples of configurable and/or interactive
components may be used. Other methods of filtering the strategies
displayed may be used.
[0188] In some implementations, strategy display portion 604 may
display information relating to one or more stored strategies. The
strategies displayed may be those relating to the filters set via
navigation portion 602. Information displayed for a strategy may
include, for example, strategy name, market condition, segments
associated with the strategy, workflows associated with the
strategy, number of customers associated with the strategy, amount
of actual sales associated with the strategy, amount of target
sales associated with the strategy, number of actions performed in
conjunction with the strategy, number of target actions associated
with the strategy, actual cost of implementation associated with
the strategy, target cost of implementation associated with the
strategy, percentage of strategy execution performed, actual amount
of sales per action performed, target amount of sales per action
associated with the strategy, actual ROI associated with the
strategy, target ROI associated with the strategy, whether the
strategy is an optimized strategy, a version of optimized strategy,
and/or other information related to a strategy. In some
implementations, the interface may facilitate hiding actual
information associated with the strategy. In some implementations,
the interface may facilitate hiding target information associated
with the strategy.
[0189] In some implementations, metrics display portion 606 may
display metrics relating to performance of some or all strategies.
The metrics displayed may be those relating to strategies displayed
according to the filters set via navigation portion 602.
Information displayed related to overall metrics may include, for
example, number of customers associated with the displayed
strategies, amount of actual sales associated with the displayed
strategies, amount of target sales associated with the displayed
strategies, number of actions performed in conjunction with the
displayed strategies, number of target actions associated with the
displayed strategies, actual cost of implementation associated with
the displayed strategies, target cost of implementation associated
with the displayed strategies, percentage of execution performed of
the displayed strategies, actual amount of sales per action
performed of the displayed strategies, target amount of sales per
action associated with the displayed strategies, actual ROI
associated with the displayed strategies, target ROI associated
with the displayed strategies, and/or other information related to
a strategy. In some implementations, the interface may facilitate
hiding actual information associated with the displayed strategies.
In some implementations, the interface may facilitate hiding target
information associated with the displayed strategies.
[0190] In an operation 530, the system 10 may monitor workflow
execution for the one or more developed strategies. In some
implementations, operation 530 may be performed by one or more of a
strategy development module the same as or similar to strategy
development module 114 of the strategy management module 110 (shown
in FIG. 2 and described above) and workflow management module 116
of the strategy management module 110 (shown in FIG. 2 and
described above).
[0191] FIG. 7 illustrates an exemplary screenshot of an interface
that facilitates the editing of one or more stored strategies,
according to various implementations of the invention. In some
implementations, user interface 700 may be presented that includes
an exemplary template for editing strategies. The template for
editing strategies may be presented to a user upon access of
strategy information by the user. The screenshot illustrated in
FIG. 7 is similar to the screenshot illustrated in FIG. 6 with at
least the following differences. The user interface 700 may
include, for example, navigation bar portion 602, strategy display
portion 704, strategy metrics display portion 606, editing portion
708, and/or other portions that display information relating to one
or more stored strategies.
[0192] In some implementations, editing portion 708 may display
information relating to strategies. For example, editing portion
708 may display one or more types of market conditions, one or more
types of segments at one or more levels of abstraction, one or more
workflows, and/or other information related to strategies. In some
implementations, the interface may facilitate hiding actual
information associated with the strategy. In some implementations,
the interface may facilitate hiding target information associated
with the strategy. The types of market conditions, segments,
workflows, and/or other information may be displayed as objects
that a user may drag and drop to associate with a displayed
strategy. Information displayed with the stored strategy may also
be displayed as objects that a user may drag and drop to editing
portion 708 to remove from the strategy. Other examples of
configurable and/or interactive components may be used. Other
methods of editing the strategies displayed and/or creating new
strategies may be used.
[0193] In an operation 540, the system 10 may recommend changes to
one or more strategies based on the monitored workflow execution
for the one or more developed strategies. In some implementations,
operation 540 may be performed by one or more of a strategy
development module the same as or similar to strategy development
module 114 of the strategy management module 110 (shown in FIG. 2
and described above) and workflow management module 116 of the
strategy management module 110 (shown in FIG. 2 and described
above).
[0194] FIG. 8 illustrates an exemplary screenshot of an interface
that displays metrics related to execution of a strategy, according
to various implementations of the invention. In some
implementations, user interface 800 may be presented that includes
an exemplary template for displaying metrics related to execution
of an individual strategy. The template for editing strategies may
be presented to a user upon access of strategy information by the
user. The screenshot illustrated in FIG. 8 is similar to the
screenshot illustrated in FIG. 6 with at least the following
differences. The user interface 800 may include, for example,
navigation bar portion 802, strategy display portion 804, strategy
metrics display portion 806, editing portion 808, and/or other
portions that display information relating to one or more stored
strategies.
[0195] In some implementations, navigation bar portion 802 may
display one or more links to the one or more templates available
via the system 10. For example, the navigation bar 808 may display
a title related to the template, and information related to the
strategy being displayed. For example, the information related to
the strategy being displayed may include strategy name, a link to
compare multiple strategies, and/or other information related to
the strategy.
[0196] In some implementations, strategy display portion 804 may
display information relating to an individual strategy. Information
displayed for a strategy may include, for example, strategy name,
market condition, segments associated with the strategy, workflows
associated with the strategy, number of customers associated with
the strategy, target amount of customer associated with strategy,
resulting performance related to amount of customers, amount of
actual sales associated with the strategy, amount of target sales
associated with the strategy, resulting performance related to
amount of sales, number of actions performed in conjunction with
the strategy, number of target actions associated with the
strategy, resulting performance related to number of actions,
actual cost of implementation associated with the strategy, target
cost of implementation associated with the strategy, resulting
performance related to cost of implementation, actual amount of
sales per action performed, target amount of sales per action
associated with the strategy, resulting performance related to
amount of sales per action, actual ROI associated with the
strategy, target ROI associated with the strategy, resulting
performance related to ROI, whether the strategy is an optimized
strategy, a version of optimized strategy, and/or other information
related to a strategy.
[0197] In some implementations, metrics display portion 806 may
display metrics relating to performance of the selected strategy.
For example, metrics display portion 806 may display one or more
graphs related to performance of the strategy, one or more
recommendations for improving performance of the strategy, and/or
other information.
[0198] Metrics display portion 806 may display one or more graphs
related to comparison of performance metrics of execution of the
strategy. Metrics such as percentage execution of strategy, sales
per customer, response from customer, number of visits, and/or
other metrics may be compared. In some implementations, the graphs
may be configurable, customizable, and/or otherwise interactive.
For example, a user may select one or more portions of data
displayed via the graph to obtain more information about the
selected data.
[0199] In some implementations, the types of graphs displayed in
the metrics display portion 806 may be selectable. For example, a
predetermined number of graphs may be displayed in the metrics
display portion 806, with a dropdown menu for each graph that
includes items relating to the strategy. For example, menu items
may include customer, workflow, segment, and/or other information
relating to the strategy. One or more of the predetermined number
of graphs may display data relating to workflows associated with
the strategy. For example, the graphs to display data relating to
workflows may include drop down menu. The menu items may include
the names of some or all of the workflows, a menu item for all
workflows, and/or other menu items.
[0200] Metrics display portion 806 may also display one or more
recommendations for revising the strategy. The metrics display
portion 806 may display one or more recommendations for revising
the strategy based on, for example, updates to the strategy
determined by the strategy development module 114 of the strategy
management module 110. In some implementations, metrics display
portion 806 may determine one or more recommendations for display
based on, for example, an updated workflow associated with the
strategy, input from users of the system 10, feedback received from
workers, updated information stored via the system 10, statistical
and/or computational analysis of data related to company
performance, and/or other information.
[0201] In some implementations, editing portion 808 may display
information relating to strategies. For example, editing portion
808 may display one or more types of segments at one or more levels
of abstraction, one or more strategies for the displayed segments,
and/or other information related to strategies. The types of
segments, strategies, and/or other information may be displayed as
objects that a user may select for comparison to the displayed
strategy, for viewing of metrics and information related to the
selected strategy, and/or for other purposes.
[0202] FIG. 9 illustrates a process for managing workflows,
according to various implementations of the invention. FIG. 10
illustrates an exemplary screenshot of an interface that
facilitates display and editing of a workflow stored in the system
10, according to various implementations of the invention.
Processing will be described with respect to FIG. 9 in reference to
the screen shots illustrated in FIG. 10.
[0203] In an operation 910, the system 10 may develop one or more
workflows for a strategy. In some implementations, operation 910
may be performed by a workflow management module the same as or
similar to workflow management module 116 of the strategy
management module 110 (shown in FIG. 2 and described above).
[0204] In an operation 920, the system 10 may facilitate the
editing of one or more workflows for one or more strategies. In
some implementations, operation 520 may be performed by workflow
management module the same as or similar to workflow management
module 116 of the strategy management module 110 (shown in FIG. 2
and described above).
[0205] FIG. 10 illustrates an exemplary screenshot of an interface
1000 that displays workflows stored in the system 10, according to
various implementations of the invention. In some implementations,
user interface 1000 may be presented that includes an exemplary
template for displaying workflows. The template for displaying
workflows may be presented to a user upon access of workflow
information by the user. The user interface 1000 may include, for
example, navigation bar portion 1002, workflow display portion
1004, workflow metrics display portion 1006, workflow editing
portion 1008, and/or other portions that display information
relating to one or more stored strategies.
[0206] In some implementations, navigation bar portion 1002 may
display one or more links to the one or more templates available
via the system 10. For example, the navigation bar 208 may display
a title related to the template, and information related to the
workflows being displayed. For example, the information related to
the workflows being displayed may include product, type of
workflow, whether the workflows are being viewed, whether the
workflows are being edited, links for creating new workflows, links
for duplicating a workflows, links to save changes to the displayed
workflows, and/or other information related to the workflows. In
some implementations, the information related to product, workflow,
and/or other information may be displayed in the form of a drop
down menu, a link, and/or other interactive component that
facilitates filtering, by a user of the template, of the workflows
being displayed by the type of information chosen. For example,
information related to products may be displayed via a drop down
menu that includes names of some or all of the products stored in
the system 10, an item relating to all products, and/or other types
of products. The workflows displayed may be filtered to correspond
to the item chosen in the drop down menu for products. Other
examples of configurable and/or interactive components may be used.
Other methods of filtering the workflows displayed may be used.
[0207] In some implementations, workflow display portion 1004 may
display information relating to one or more stored strategies. The
workflows displayed may be those relating to the filters set via
navigation portion 1002. Information displayed for a workflow may
include, for example, the activities of the workflow, a timing of
the activities, a type of activity, primary messaging associated
with the activity, secondary messaging associated with the
activities, whether samples are provided to a worker performing the
activity, a cost per activity per customer, and/or other
information related to the workflows.
[0208] In some implementations, metrics display portion 1006 may
display metrics relating to performance of some or all of the
workflows. The metrics displayed may be those relating to workflows
displayed according to the filters set via navigation portion 1002.
Information displayed related to overall metrics may include, for
example, number of customers associated with the displayed
workflows, amount of actual sales associated with the displayed
workflows, amount of target sales associated with the displayed
workflows, actual cost of implementation associated with the
displayed workflows, target cost of implementation associated with
the displayed workflows, actual cost per customer associated with
the displayed workflows, target cost per customer associated with
the displayed workflows, percentage of execution performed of the
displayed workflows, actual amount of sales per action performed of
the displayed workflows, target amount of sales per action
associated with the displayed workflows, actual amount of sales per
action per customer for the displayed workflows, target amount of
sales per action per customer for the displayed workflows, actual
ROI associated with the displayed workflows, target ROI associated
with the displayed workflows, and/or other information related to a
workflow. In some implementations, the interface may facilitate
hiding actual information associated with the displayed workflows.
In some implementations, the interface may facilitate hiding target
information associated with the displayed workflows.
[0209] Editing portion 1008 may display information relating to
workflows. For example, editing portion 1008 may display one or
more types of cadences (e.g., an amount of activities per time
period, an amount of time between performance of a recurring
activity, and/or other type of cadence), one or more timing
triggers that may trigger scheduled performance of an activity,
types of communication(s) associated with an activity of the
workflow, types of messages for use in primary messaging and/or
secondary messaging, and/or other information related to workflows.
The types of cadences, triggers, communications, messages, and/or
other information may be displayed as objects that a user may drag
and drop to associate with a displayed workflow. Information
displayed with the stored workflow may also be displayed as objects
that a user may drag and drop to editing portion 1008 to remove
from the workflow. Other examples of configurable and/or
interactive components may be used. Other methods of editing the
workflows displayed and/or creating new workflows may be used.
[0210] FIG. 11 depicts a flowchart for managing suggestions for a
worker, according to various implementations of the invention. FIG.
12 depicts exemplary factors and parameters related to determining
a score for a suggestion, according to various implementations of
the invention. FIG. 13 depicts exemplary default values for weights
to be applied to scores determined for factors and parameters
related to determining a score for a suggestion, according to
various implementations of the invention. FIG. 14 illustrates an
exemplary graph of score values related to the overdue accelerator
parameter, according to various implementations of the invention.
FIG. 15 illustrates an exemplary graph of score values related to a
per day pacing score parameter, according to various
implementations of the invention. FIG. 16 illustrates an exemplary
screenshot displaying a score related to a timing factor related to
exemplary suggestions, according to various implementations of the
invention. FIG. 17 illustrates an exemplary screenshot displaying a
score related to an availability factor related to exemplary
suggestions, according to various implementations of the invention.
FIG. 18 illustrates an exemplary graph of score values related to a
location factor for determining a score for a suggestion, according
to various implementations of the invention. FIG. 19 illustrates an
exemplary screenshot displaying a score related to a location
factor related to exemplary suggestions, according to various
implementations of the invention. Processing will be described with
respect to FIG. 11 in reference to the screen shots illustrated in
FIGS. 12-19.
[0211] The operations depicted in FIG. 11 may be performed for each
activity to be performed in workflows associated with a worker, for
one or more activities to be performed in workflows associated with
the worker, for one or more activities to be performed in a
predetermined time period for a worker, for a predetermined number
of activities to be performed in workflows associated with the
worker, and/or for other subsets of activities in workflows
associated with the worker. The predetermined number of activities
may be chosen, for example, based on chronological order, based on
market segment, based on product, based on customer, based on a
priority associated with the associated market segment, product,
customer, and/or other information associated with the activity,
and/or based on other information. The activities may be chosen by
a suggestion management module the same as or similar to suggestion
management module 120 (shown in FIG. 2 and described above).
[0212] In an operation 1110, the system 10 may determine scores for
one or more factors related to a suggestion for an activity. In
some implementations, operation 1110 may be performed by a
suggestion determination module the same as or similar to
suggestion determination module 122 of the suggestion management
module 120 (shown in FIG. 2 and described above). In an operation
1120, the system 10 may weight scores for the one or more factors.
In some implementations, operation 1120 may be performed by a
suggestion management module the same as or similar to suggestion
management module 120 (shown in FIG. 2 and described above). In an
operation 1130, the system 10 may consider bonuses and/or penalties
to apply to the score. In some implementations, operation 1130 may
be performed by a suggestion management module the same as or
similar to suggestion management module 120 (shown in FIG. 2 and
described above).
[0213] FIG. 12 depicts exemplary factors and parameters related to
determining a score for a suggestion, according to various
implementations of the invention. FIG. 12 shows a set of parameters
that may be considered when determining scores for one or more
factors used to determine overall score for a suggested activity.
FIG. 12 also depicts exemplary types of data used in determining
scores for parameters and/or factors related to determining a score
for a suggested activity. In some implementations, types of data
associated with one or more of the parameters may be used to
determine scores for a specific factor. In some implementations,
types of data associated with one or more parameters may be
considered when determining scores for a plurality of factors. In
some implementations, one or more of the parameters and/or types of
data may be set by users of the system 10, may be learned or
updated based on information processed via the system 10, may
comprise default values, and/or may otherwise be determined. One or
more of the exemplary parameters and factors depicted in FIG. 12
may correlate to the parameters and factors discussed with respect
to the suggestion determination module 122 of the suggestion
management module 120 (shown in FIG. 2 and described above). In
some implementations, the exemplary parameters and factors depicted
in FIG. 12 may be handled in a manner similar to the parameters and
factors processed by the suggestion determination module 122 of the
suggestion management module 120.
[0214] FIG. 13 depicts exemplary default values for weights to be
applied to scores determined for factors and/or parameters related
to determining a score for a suggestion, according to various
implementations of the invention. The exemplary default values for
weights may be applied to scores in a manner the same or similar to
the application of weights to scores by a suggestion determination
module the same as or similar to the suggestion determination
module 122 of the suggestion management module 120. In some
implementations, the values for the weights may be updated by a
learning module in a manner same as or similar to the learning
module 124 of the suggestion management module 120.
[0215] FIG. 14 illustrates an exemplary graph of score values
related to the overdue accelerator parameter, according to various
implementations of the invention. FIG. 15 illustrates an exemplary
graph of score values related to a per day pacing score parameter,
according to various implementations of the invention.
[0216] The graphs displayed by FIGS. 14 and 15 illustrate the
determination of a score to a parameter (and/or factor) based on a
weighted analysis of one or more variables relating to the
parameter (and/or factor). As shown in FIGS. 14 and 15, the
determination of scores of factors and/or parameters may be
performed in a non-linear fashion. For example, in FIG. 14, when
discussing an overdue acceleration parameter related to an activity
value factor, a comparison of days since the last visit and the
customer score for the suggested day yield a non-linear algorithm
by which to determine a score for the overdue acceleration
parameter. Scores for parameters (and/or factors) may be calculated
based on a weighted analysis of one or more variables. In FIG. 15,
when discussing a pacing parameter related to a timing factor, a
comparison of days since the last visit and the customer score for
the suggested day yield a non-linear algorithm by which to
determine a score for the pacing parameter.
[0217] FIG. 16 illustrates an exemplary determination of a score
related to a timing factor related to exemplary suggestions,
according to various implementations of the invention. In some
implementations, the determinations depicted in FIG. 16 may be
performed by a suggestion management module the same as or similar
to suggestion management module 120 (shown in FIG. 2 and described
above). The determinations depicted in graphs 1602 and 1604 show
the determination of a score for timing based on the number of days
since an activity of a same type was performed, a weight applied to
the rate of acceleration, a number of days before the activity is
overdue, and/or other considerations.
[0218] FIG. 17 illustrates an exemplary determination of a score
related to an availability factor related to exemplary suggestions,
according to various implementations of the invention. In some
implementations, the determinations depicted in FIG. 17 may be
performed by a suggestion management module the same as or similar
to suggestion management module 120 (shown in FIG. 2 and described
above). The determinations depicted in graphs 1702 and 1704 show
the application of bonuses and penalties based on a correlation
between worker availability and customer availability.
[0219] FIG. 18 illustrates an exemplary graph of score values
related to a location factor for determining a score for a
suggestion, according to various implementations of the invention.
The graph displayed by FIG. 18 illustrates the determination of a
plurality of location scores relating to a plurality of suggestions
analyzed by a suggestion determination module the same as or
similar to suggestion determination module 122 of suggestion
management module 120. The determination of a location score may be
based on a weighted analysis of one or more variables relating to
the parameter (and/or factor). As shown in FIG. 18, the
determination of a location score may be based on travel time,
distance to current location, and/or other considerations related
to location.
[0220] FIG. 19 illustrates an exemplary screenshot displaying a
score related to a location factor related to exemplary
suggestions, according to various implementations of the invention.
In some implementations, the determinations depicted in FIG. 19 may
be performed by a suggestion management module the same as or
similar to suggestion management module 120 (shown in FIG. 2 and
described above). The determinations depicted in graphs 1902 and
1904 show the application of bonuses and penalties to suggestions
at various locations based on whether the locations are within a
distance radius of an appointment.
[0221] FIG. 20 illustrates an exemplary flowchart for determining a
score related to a customer factor when determining a score for a
suggestion, according to various implementations of the invention.
In an operation 2002, a number of activities per product for a
customer are determined. In an operation 2004, a number of
performed and/or scheduled activities are subtracted from the
number determined in operation 2002. In an operation 2006, a bonus
is applied for any products for which a product bonus is available.
In some implementations, the operations depicted in FIG. 20 may be
performed by a suggestion management module the same as or similar
to suggestion management module 120 (shown in FIG. 2 and described
above).
[0222] Returning to FIG. 11, in an operation 1140, the system 10
may determine a score for the suggestion. For example, the system
10 may determine a score for the suggestion of an activity based on
the weighted values of the factors and/or parameters considered,
any bonuses and/or penalties applied, and/or other information
relating to scoring the suggestion. In some implementations,
operation 1140 may be performed by a suggestion management module
the same as or similar to suggestion management module 120 (shown
in FIG. 2 and described above.
[0223] In an operation 1150, the system 10 determines which
suggestions to provide to a worker based on the determined scores.
For example, the system 10 may determine which suggestions to
provide for display by the activity management module 120. In some
implementations, operation 1150 may be performed by a suggestion
management module the same as or similar to suggestion management
module 120 (shown in FIG. 2 and described above).
[0224] FIG. 21 depicts a flowchart for selecting criteria used for
determining suggestions, according to various implementations of
the invention. FIG. 22 illustrates an exemplary screenshot of an
interface that displays selectable criteria for determining
suggestions and expected performance metrics, according to various
implementations of the invention. Processing will be described with
respect to FIG. 21 in reference to the screen shots illustrated in
FIG. 22.
[0225] In an operation 2110, the system 10 may facilitate selection
of one or more strategies. In some implementations, operation 2110
may be performed by a suggestion configuration module the same as
or similar to suggestion configuration module 124 of suggestion
management module 120 (shown in FIG. 2 and described above).
[0226] In an operation 2120, the system 10 may facilitate selection
of one or more workflows associated with the one or more
strategies. In some implementations, operation 2120 may be
performed by a suggestion configuration module the same as or
similar to suggestion configuration module 124 of suggestion
management module 120 (shown in FIG. 2 and described above).
[0227] In an operation 2130, the system 10 may facilitate selection
of one or more workers associated with the one or more workflows.
In some implementations, operation 2130 may be performed by a
suggestion configuration module the same as or similar to
suggestion configuration module 124 of suggestion management module
120 (shown in FIG. 2 and described above).
[0228] In an operation 2140, the system 10 may display criteria
associated with suggestions provided for the selected workers. In
some implementations, operation 2140 may be performed by a
suggestion configuration module the same as or similar to
suggestion configuration module 124 of suggestion management module
120 (shown in FIG. 2 and described above).
[0229] In an operation 2150, the system 10 may display expected
performance metrics based on the selected criteria. In some
implementations, operation 2150 may be performed by a suggestion
configuration module the same as or similar to suggestion
configuration module 124 of suggestion management module 120 (shown
in FIG. 2 and described above).
[0230] In an operation 2160, the system 10 may facilitate selection
of a pre-set combination of criteria for determining suggestions
for the selected workers. In some implementations, operation 2160
may be performed by a suggestion configuration module the same as
or similar to suggestion configuration module 124 of suggestion
management module 120 (shown in FIG. 2 and described above).
[0231] In an operation 2170, the system 10 may facilitate selection
of one or more criteria for determining suggestions for the
selected workers. In some implementations, operation 2170 may be
performed by a suggestion configuration module the same as or
similar to suggestion configuration module 124 of suggestion
management module 120 (shown in FIG. 2 and described above).
[0232] Upon completion of operations 2160 and/or 2170, the system
10 may display expected performance metrics based on the selected
criteria in an operation 2150. As mentioned above, operation 2150
may be performed by a suggestion configuration module the same as
or similar to suggestion configuration module 124 of suggestion
management module 120 (shown in FIG. 2 and described above).
[0233] FIG. 22 illustrates an exemplary screenshot of an interface
that displays selectable criteria for determining suggestions and
expected performance metrics, according to various implementations
of the invention. The template for displaying selectable criteria
for determining suggestions and expected performance metrics may be
presented to a manager upon access of strategy information,
workflow information, and/or other portions of system 10. The user
interface 2200 may include, for example, configuration panel
portion 2202, criteria information panel 2204, performance metrics
portion 2206, and/or other portions that display information
relating to one or more stored strategies.
[0234] In some implementations, configuration panel portion 2202
may display one or more links to the one or more templates
available via the system 10. For example, the configuration panel
portion 2202 may display a title related to the template, an
interactive component via which a user may select a strategy, an
interactive component via which a user may select a workflow, an
interactive component via which a user can select a team of workers
associated the workflow, an interactive component via which a user
may select a product, an interactive component via which a user may
select a customer, and/or other interactive components via which a
user may select groupings for which suggestions are determined. In
some implementations, the interactive components may be displayed
in the form of a drop down menu, a selectable list, a set of items
that may be dragged and dropped, and/or other interactive
components that facilitates selection of information corresponding
to the interactive component. Other examples of configurable and/or
interactive components may be used. Other methods of selecting
groupings for which suggestions are determined may be used.
[0235] Configuration panel 202 may also display one or more
interactive components for selecting criteria for determining
suggestions. The one or more interactive components may include,
for example, components for one or more factors, components for one
or more parameters, components for weights associated with one or
more selected factors, components for relative weights of one or
more factors, components for weights associated with one or more
selected parameters, components for relative weights of one or more
selected parameters, components for bonuses associated with one or
more factors, components for penalties associated with one or more
factors, components for bonuses associated with one or more
parameters, components for penalties associated with one or more
parameters, components for bonuses associated with the overall
suggestion, components for penalties associated with the overall
suggestion, and/or other criteria used to determine which
suggestions to provide. In some implementations, the interactive
components may be displayed in the form of a drop down menu, a
selectable list, a set of items that may be dragged and dropped, a
text box that accepts input of a criterion, and/or other
interactive components that facilitates selection of information
corresponding to the interactive component. Other examples of
configurable and/or interactive components may be used. Other
methods of selecting criteria for determining suggestions may be
used.
[0236] Configuration panel 202 may also display one or more
interactive components for selecting values to be associated for
the selected criteria. In some implementations, the interactive
components may be displayed in the form of a drop down menu, a
selectable list, a set of items that may be dragged and dropped, a
progress bar that may indicate relative values of one or more
factors, a text box that accepts input of a value, and/or other
interactive components that facilitates selection of information
corresponding to the interactive component. Other examples of
configurable and/or interactive components may be used. Other
methods of selecting values for criteria may be used.
[0237] In some implementations, pre-set combinations of criteria
may be selectable via configuration panel portion 2202. The pre-set
combinations of criteria may be associated with pre-set values
associated with the respective criteria. A pre-set combination of
criteria may be identified by one or more of: a corresponding name,
a set of factors, an indicator that indicates an expected type of
performance associated with the pre-set combination of criteria, a
type of worker associated with the pre-set combination of criteria,
a type of territory, type of customer, a type of strategy
associated with the pre-set combination of criteria, and/or other
identifier. A type of performance may comprise, for example, an
aggressive performance, a passive performance, a performance
closely correlated to a workflow, and/or other type of performance.
A type of worker may comprise, for example, an average worker, an
above-average worker, a below-average worker, and/or other type of
worker. A type of territory may comprise, for example, large
territory, small territory, average territory, and/or other type of
territory. A type of customer may comprise, for example, a large
customer, an average customer, a small customer, and/or other type
of customer. A type of strategy may comprise, for example, a
combination of one or more of type of worker, type of performance,
type of territory, type of customer, and/or other information
related to a strategy. Configuration panel 202 may also facilitate
the creation of a new pre-set combination of criteria.
[0238] The criteria information panel 2204 may display factors,
parameters, weights, bonuses, penalties, usage information, and/or
other information associated with a pre-set combination of
criteria. Usage information associated with a pre-set combination
of criteria may include, for example, type of performance expected
with the usage of the pre-set combination of criteria, suggested
territory size, suggested percentage of usage of the pre-set
combination of criteria, expected efficiency gain associated with
the usage of the pre-set combination of criteria, and/or other
information related to usage of the pre-set combination of
criteria.
[0239] In some implementations, criteria and associated values
selected via the configuration panel portion 2202 may be saved as a
pre-set combination of criteria.
[0240] Performance metrics panel 2206 may display performance
metrics associated with the selected criteria for the selected
grouping for which suggestions may be determined. The performance
metrics displayed may include one or more of: number of activities
successfully performed, number of customers interacted with at
least once, number of activities per day, number of activities
performed within an optimal timing, number of activities performed
within an optimal timing per customer, distance traveled by worker
relative to a territory covered by the worker, number of sales,
percentage of difference in sales from previous predetermined time
period, and/or other performance metrics. The metrics may be
displayed as one or more of: a percentage of a target goal, as
within a certain quartile, as meeting a predetermined threshold, a
change from a predetermined time period, an absolute number, a rank
compared to other groupings for which suggestions are determined,
an icon to indicate whether performance is average, above average,
or needs improvement, and/or other indicator of performance.
[0241] In some implementations, performance metrics panel 2206 may
also include information relating to how performance metrics are
calculated, how expected performance metrics are calculated,
average results per worker, baseline activity information per
worker, recommendations for how to increase performance metrics,
and/or other information relating to performance by the selected
grouping for which suggestions may be determined. Performance
metrics panel 2206 may also display a graph and/or other image
showing how a balance of the selected factors. For example, the
graph may show a relative impact of the factors used for
determining suggestions. In some implementations, the graph may
show an optimal balancing of the factors to obtain optimal
performance metrics for the grouping for which suggestions are
being determined.
[0242] FIG. 23 illustrates a process for managing a schedule of a
worker, according to various implementations of the invention. FIG.
24 illustrates an exemplary screenshot of an interface that
displays a monthly schedule of a worker, according to various
implementations of the invention. FIG. 25 illustrates an exemplary
screenshot of an interface that displays a daily schedule of a
worker, according to various implementations of the invention. FIG.
26 illustrates an exemplary screenshot of an interface that
displays a daily schedule of a worker, according to various
implementations of the invention. FIG. 27 illustrates an exemplary
screenshot of an interface that facilitates editing of an activity,
according to various implementations of the invention. Processing
will be described with respect to FIG. 23 in reference to the
screen shots illustrated in FIGS. 23-27.
[0243] In an operation 2310, the system 10 may facilitate
management, by a worker, of a schedule associated with the worker.
In some implementations, operation 2310 may be performed by a
calendar management module the same as or similar to calendar
management module 142 of the activity management module 140 (shown
in FIG. 2 and described above).
[0244] In an operation 2320, the system 10 may facilitate the
display of a worker's schedule and suggestions provided for
activities for the worker. In some implementations, operation 2320
may be performed by one or more of a calendar management module the
same as or similar to calendar management module 142 of the
activity management module 140 (shown in FIG. 2 and described
above) and a suggestion management module the same as or similar to
suggestion management module 120 (shown in FIG. 2 and described
above).
[0245] FIG. 24 illustrates an exemplary screenshot of an interface
2400 that displays a schedule and suggestions provided for a
worker, according to various implementations of the invention. The
template for displaying a schedule and provided suggestions may be
presented to a worker upon access of the worker's schedule. The
user interface 2400 may include, for example, navigation bar
portion 2402, schedule display portion 2404, suggestion display
portion 2406, and/or other portions that display information
relating to one or more stored strategies.
[0246] In some implementations, navigation bar portion 2402 may
display one or more links to the one or more templates available
via the system 10. For example, the navigation bar 2402 may display
a title related to the template, a link to add the displayed
schedule to a template, a link to save the displayed schedule as a
template, a link to load a saved template, information related to a
displayed schedule and suggestions being displayed, and/or other
information. For example, the information related to the schedule
and suggestions being displayed may include a time that the
schedule and corresponding suggestions were last synced, whether
the worker is connected to a network, an ability to view a weekly
view of the schedule and corresponding suggestions, a daily view of
the schedule and corresponding suggestions, a monthly view of the
schedule and corresponding suggestions, a view of the schedule and
corresponding suggestions during a chosen date range, and/or other
information related to the schedule and the strategy. In some
implementations, the information related to a date range for
displaying the schedule and/or other information may be displayed
in the form of a drop down menu, a calendar, and/or other
interactive component that facilitates selection of two dates that
correspond to a date range. Other examples of configurable and/or
interactive components may be used. Other methods of choosing a
date range for displaying the schedule and corresponding
suggestions may be used.
[0247] In some implementations, schedule display portion 2404 may
display information relating to a schedule for the user. The
schedule displayed may comprise information relating to a time
period selected via navigation portion 2402. Information displayed
for a schedule may include, for example, activities scheduled
during the time period selected via navigation portion 2412, and/or
other information related to a schedule. A display of an activity
scheduled in the schedule display portion 2404 may comprise a link,
a click-through item, and/or other configurable and/or interactive
item. Interaction with a scheduled activity displayed in the
schedule display portion 2404 may facilitate viewing and/or editing
of corresponding activity information. The schedule display portion
2404 may also facilitate the drag and drop of activities and/or
suggestions to the schedule displayed. In some implementations,
when a potential activity and/or suggestion is hovered over a time
period, the time period may indicate whether the customer
associated with the potential activity and/or suggestion is
available during that time period.
[0248] In some implementations, suggestion display portion 2404 may
display information relating to suggestions. For example,
suggestion display portion 2404 may display one or more suggestions
provided by a suggestion management module the same as or similar
to suggestion management module 120. Information relating to
suggestions may comprise, for example, types of suggestions
displayed, subsets of time periods corresponding to the selected
time period of the schedule for which to display suggestions,
information relating to one or more suggestions for activities,
and/or other information relating to suggestions. Information
relating to one or more suggestions for activities may comprise
relevant information associated with the suggestion. For example,
the relevant information may include one or more of: a date of the
activity, location information associated with the activity (e.g.,
a specific location at which the activity is to be performed, a map
of the location, directions to the location, and/or other location
information), one or more rationales for the activity, one or more
customers associated with the activity, one or more products
associated with the activity, one or more scores (for the overall
suggestion, for one or more factors associated with the suggestion,
for one or more parameters associated with the factors, and/or
other scores) related to the suggestion, performance execution
information related to the suggestion, whether a suggestion is a
new suggestion, and/or other relevant information.
[0249] In some implementations, the information related to
suggestions may be displayed in the form of a drop down menu, a
link, and/or other interactive component that facilitates
filtering, by a user of the template, of the suggestions being
displayed by the type of information chosen. For example,
information related to products may be displayed via a drop down
menu that includes names of some or all of the products stored in
the system 10, an item relating to all products, and/or other types
of products. The suggestions displayed may be filtered to
correspond to the item chosen in the drop down menu for products.
In another example, information related to a time frame for
displaying the schedule may be displayed via a drop down menu. The
suggestions displayed may be filtered to correspond to the time
frame chosen in the drop down menu. Other examples of configurable
and/or interactive components may be used. Other methods of
filtering the suggestions displayed may be used.
[0250] FIG. 25 illustrates an exemplary screenshot displaying
scores related to factors related to exemplary suggestions,
according to various implementations of the invention. In some
implementations, user interface 2500 may be presented that includes
an exemplary template for displaying suggestions and related
scores. The template for displaying suggestions and related scores
may be presented to a user upon access of suggestion information
and/or schedule information by the user. The screenshot illustrated
in FIG. 25 is similar to the screenshot illustrated in FIG. 24 with
at least the following differences. The user interface 2500 may
include, for example, suggestion display portion 2406, score
display portion 2504, and/or other portions that display
information relating to one or more suggestions.
[0251] Score display portion 2504 may display a graph depicting
scores related to one or more factors and/or one or more parameters
of a factor related to determining a score for the displayed
suggestion. In some implementations, weights, bonuses, and/or
penalties applied to the parameters and/or factors may be
displayed. In some implementations, values for weights, bonuses
and/or penalties may be displayed, edited, saved, and/or canceled
by user input.
[0252] In an operation 2330, the system 10 may facilitate the
addition of a suggestion to a schedule. In some implementations,
operation 2330 may be performed by one or more of a calendar
management module the same as or similar to calendar management
module 142 of the activity management module 140 (shown in FIG. 2
and described above) and a suggestion management module the same as
or similar to suggestion management module 120 (shown in FIG. 2 and
described above).
[0253] In an operation 2340, the system 10 may facilitate the
dismissal of a suggestion. In some implementations, operation 2340
may be performed by one or more of a calendar management module the
same as or similar to calendar management module 142 of the
activity management module 140 (shown in FIG. 2 and described
above) and a suggestion management module the same as or similar to
suggestion management module 120 (shown in FIG. 2 and described
above).
[0254] In an operation 2350, the system 10 may facilitate the push
of a suggestion provided to a later time and/or date. In some
implementations, operation 2350 may be performed by one or more of
a calendar management module the same as or similar to calendar
management module 142 of the activity management module 140 (shown
in FIG. 2 and described above) and a suggestion management module
the same as or similar to suggestion management module 120 (shown
in FIG. 2 and described above).
[0255] In an operation 2360, the system 10 may facilitate the
display of information related to a scheduled activity. In some
implementations, operation 2360 may be performed by a calendar
management module the same as or similar to calendar management
module 142 of the activity management module 140 (shown in FIG. 2
and described above). In an operation 2370, the system 10 may
facilitate prompting a user for feedback regarding a completed
scheduled activity. In some implementations, operation 2370 may be
performed by a calendar management module the same as or similar to
calendar management module 142 of the activity management module
140 (shown in FIG. 2 and described above).
[0256] FIG. 26 illustrates an exemplary screenshot of an interface
that displays a daily schedule of a worker, according to various
implementations of the invention. In some implementations, user
interface 2600 may be presented that includes an exemplary template
for displaying a daily schedule of a worker. The template for
displaying a daily schedule may be presented to a user upon access
of schedule information by the user. The screenshot illustrated in
FIG. 26 is similar to the screenshot illustrated in FIG. 24 with at
least the following differences. The user interface 2600 may
include, for example, navigation bar portion 2602, scheduled
activity display portion 2604, stored activity display portion
2606, suggestion display portion 2406, schedule navigation bar
2610, and/or other portions that display information relating to a
daily schedule.
[0257] Navigation bar portion 2602 may display one or more links to
the one or more templates available via the system 10. For example,
the navigation bar 2602 may display a title related to the
template, a link to add the displayed daily schedule to a template,
a link to save the displayed daily schedule as a template, a link
to load a saved template, information related to a displayed daily
schedule and suggestions being displayed, and/or other
information.
[0258] In some implementations, scheduled activity display portion
2604 may display information relating to activities scheduled for
the user for the day for which the schedule is displayed. Activity
information may include, for example, a time of the activity, a
location of the activity, one or more customers associated with the
activity, one or more products associated with the activity, one or
more tips relating to the activity, and/or other information
relating to the activity.
[0259] Stored activity display portion 2606 may display information
related to activities that have been stored with the system 10 but
that do not have an associated time and/or date. Information
related to stored activities may include, for example, a potential
time of the activity, a location of the activity, one or more
customers associated with the activity, one or more products
associated with the activity, one or more tips relating to the
activity, and/or other information relating to the activity.
[0260] Suggestion display portion 2406 may display suggestions
relevant to the day for which the worker's daily schedule is
displayed.
[0261] Schedule navigation bar 2610 may display one or more links
to the one or more templates available via the system 10. For
example, the navigation bar 2610 may display a title related to the
template, and information related to the templates related to
providing functionality for the schedule. For example, the
information related to the providing functionality may include
links for viewing a to do list associated with the worker, links
for adding one or more types of activities, links for adding notes,
and/or other information related to functionality provided via the
system 10.
[0262] In an operation 2380, the system 10 may facilitate the
display of a daily schedule including corresponding suggestions and
activities that were scheduled without a time and/or date. In some
implementations, operation 2380 may be performed by a calendar
management module the same as or similar to calendar management
module 142 of the activity management module 140 (shown in FIG. 2
and described above).
[0263] FIG. 27 illustrates an exemplary screenshot of an interface
that facilitates editing of an activity, according to various
implementations of the invention. In some implementations, user
interface 2700 may be presented that includes an exemplary template
for editing an activity. The template for editing strategies may be
presented to a user upon access of activity information by the
user, upon completion of an activity by the user, and/or upon other
access of other functionality related to an individual activity.
The screenshot illustrated in FIG. 27 is similar to the screenshot
illustrated in FIG. 26 with at least the following differences. The
user interface 2700 may include, for example, navigation bar
portion 2702, customer information display portion 2704, activity
feedback portion 2706, performance execution display portion 2708,
scheduled activity display portion 2604, and/or other portions that
display information relating to one or more stored strategies.
[0264] Navigation bar portion 2702 may display one or more links to
the one or more templates available via the system 10. For example,
the navigation bar 2702 may display a title related to the
template, a link to edit an activity, information related to the
activity being displayed, and/or other information.
[0265] Customer information display portion 2704 may display
information related to the individual activity being displayed. For
example, activity information display portion 2504 may display
information related to customer, associated facility and/or company
of the customer, education, customer identification number, average
expected waiting time, average expected meeting length, associated
products, associated messaging, notes, tips, and/or other
information related to the customer.
[0266] Activity feedback portion 2706 may display information
related to the performance of the activity. For example,
information related to the performance of the activity may include
actual start time of the activity, actual end time of the activity,
planned duration of the activity, actual wait time associated with
the activity, type of activity, products associated with the
activity, messaging associated with the activity, notes for the
activity, tips for the activity, and/or other information related
to the performance of the activity. In some implementations, one or
more pieces of information related to the performance of the
activity may be configured to receive user input. Feedback relating
to a scheduled activity may be provided via activity feedback
portion 2706.
[0267] Performance execution display portion 2708 may display
information related to performance execution metrics relating to
the activity and/or associated workflow. For example, information
related to performance execution metrics may be displayed as one or
more graphs showing metrics related to performance execution of a
workflow associated with the displayed activity. Metrics may
include, for example, target progress for a predetermined time
period, progress per product, progress per customer, and/or other
metrics discussed with the strategy management module 110.
[0268] The computing device 100 may be any computing device such
as, for example, a server, a desktop computer, laptop computer,
personal digital assistant, smart phone, gaming console, and/or any
other computing device. Computing device 100 may include a storage
module 105, one or more processors 101, and/or other components.
Illustration of computing device 100 in FIG. 1 is not intended to
be limiting.
[0269] Computing device 100 may include a plurality of hardware,
software, and/or firmware components operating together to provide
the functionality attributed herein to computing device 100. For
example, computing device 100 may be implemented by a cloud of
computing platforms operating together as computing device 100.
Other configurations and system architectures may be used. For
example, computing device 100 may be or include one or more servers
connected to one or more client computing devices 30 via a network
20 such as a Wide Area Network, Local Area Network, the Internet, a
cloud-based network and/or other network or combination thereof.
The computing device 100 may be capable of communicating with
network 20, one or more client computing devices 30, and/or one or
more other devices.
[0270] Processor(s) 101 may provide information processing
capabilities within computing device 100. As such, processor 101
may include one or more of a digital processor, an analog
processor, a digital circuit designed to process information, an
analog circuit designed to process information, a state machine,
and/or other mechanisms for electronically processing information.
Although processor 101 is shown in FIG. 1 as a single entity, this
is not intended to be limiting, as processor 101 may include a
plurality of processors operating in coordination or cooperation.
This may include implementations in which computing device 100
includes a multi-processor device, a farm of server devices
operating together, and/or virtual resources provided by the cloud.
The processor 101 may be configured to execute modules 110, 120,
130, 140, 150, 160, 170, 180, 190, and/or 199. Processor 101 may be
configured to execute modules 110, 120, 130, 140, 150, 160, 170,
180, 190, and/or 199 by software, hardware, firmware, some
combination of software, hardware, and/or firmware, and/or other
mechanisms for configuring processing capabilities on processor
101.
[0271] It should be appreciated that although modules 110, 120,
130, 140, 150, 160, 170, 180, 190, and/or 199 are illustrated in
FIG. 1 as being co-located within a single computing device, in
implementations in which processor 101 includes multiple processing
units, one or more of modules 110, 120, 130, 140, 150, 160, 170,
180, 190, and/or 199 may be located remotely from the other
modules. The description of the functionality provided by the
different modules 110, 120, 130, 140, 150, 160, 170, 180, 190,
and/or 199 described below is for illustrative purposes, and is not
intended to be limiting, as any of modules 16, 18, 20, 22, 24, 26,
and/or 28 may provide more or less functionality than is described.
For example, one or more of modules 110, 120, 130, 140, 150, 160,
170, 180, 190, and/or 199 may be eliminated, and some or all of its
functionality may be provided by other ones of modules 110, 120,
130, 140, 150, 160, 170, 180, 190, 195, and/or 103. As another
example, processor 101 may be configured to execute one or more
additional modules that may perform some or all of the
functionality attributed below to one of modules 110, 120, 130,
140, 150, 160, 170, 180, 190, and/or 199.
[0272] The storage module 105 may comprise electronic storage media
that electronically stores information non-transiently. The
electronic storage media of storage module 105 may include one or
both of system storage that is provided integrally (i.e.,
substantially non-removable) with computing device 100 and/or
removable storage that is removably connectable to computing device
100 via, for example, a port (e.g., a USB port, a firewire port,
etc.) or a drive (e.g., a disk drive, etc.). The storage module 105
may include one or more of optically readable storage media (e.g.,
optical disks, etc.), magnetically readable storage media (e.g.,
magnetic tape, magnetic hard drive, floppy drive, etc.), electrical
charge-based storage media (e.g., EEPROM, RAM, etc.), solid-state
storage media (e.g., flash drive, etc.), and/or other
electronically readable storage media. The storage module 105 may
include one or more virtual storage resources (e.g., cloud storage,
a virtual private network, and/or other virtual storage resources).
The storage module 105 may store software algorithms, information
determined by processor 101, information received from computing
device 100, information received from client computing devices 30,
and/or other information that enables computing device 100 to
function as described herein.
[0273] In some implementations, the storage module 105 may comprise
at least one database that stores system data such as information
related to system usage, information processed via system 10,
and/or other data. The storage module 105 may be associated and
communicate with the computing device 100. For example, the one or
more databases comprising the storage module 105 may be, include,
or interface to, for example, an Oracle.TM. relational database
sold commercially by Oracle Corporation. Other databases, such as
Informix.TM., DB2 (Database 2) or other data storage, including
file-based, object, or query formats, platforms, or resources such
as OLAP (On Line Analytical Processing), SQL (Standard Query
Language), NoSQL, a SAN (storage area network), Microsoft
Access.TM. or other form of database may also be used,
incorporated, or accessed. The database may comprise one or more
such databases that reside in one or more physical devices and in
one or more physical locations. The database may store a plurality
of types of data and/or files and associated data or file
descriptions, administrative information, or any other data.
[0274] In some implementations, the storage module 105 may be part
of or hosted by a computing device on the network 20. In some
implementations, the storage module 105 may be part of or hosted by
the computing device 100. In some implementations, the storage
module 105 may be physically separate from the computing device 100
but may be operably communicable therewith.
[0275] The client computing device 30 may include one or more
physical processors configured to execute computer program modules.
By way of non-limiting example, the client computing device 30 may
include one or more of a server, desktop computer, a laptop
computer, a handheld computer, a tablet computing platform, a
NetBook, a Smartphone, a gaming console, and/or other computing
platforms. The client computing device 30 may be capable of
communicating with network 20, computing device 100, the storage
module 105, and/or other devices.
[0276] In addition, implementations of the invention may be made in
hardware, firmware, software, or any suitable combination thereof.
Aspects of the invention may also be implemented as instructions
stored on a machine-readable medium, which may be read and executed
by one or more processors. A machine-readable medium may include
any mechanism for storing or transmitting information in a form
readable by a machine (e.g., a computing device). For example, a
tangible computer readable storage medium may include read only
memory, random access memory, magnetic disk storage media, optical
storage media, flash memory devices, and others, and a
machine-readable transmission media may include forms of propagated
signals, such as carrier waves, infrared signals, digital signals,
and others. Further, firmware, software, routines, or instructions
may be described herein in terms of specific exemplary aspects and
implementations of the invention, and performing certain actions.
However, it will be apparent that such descriptions are merely for
convenience and that such actions in fact result from computing
devices, processors, controllers, or other devices executing the
firmware, software, routines, or instructions.
[0277] Aspects and implementations described herein as including a
particular feature, structure, or characteristic, but every aspect
or implementation may not necessarily include the particular
feature, structure, or characteristic. Further, when a particular
feature, structure, or characteristic is described in connection
with an aspect or implementation, it will be understood that such
feature, structure, or characteristic may be included in connection
with other aspects or implementations, whether or not explicitly
described. Thus, various changes and modifications may be made to
the provided description without departing from the scope or spirit
of the invention. As such, the specification and drawings should be
regarded as exemplary only, and the scope of the invention to be
determined solely by the appended claims.
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