Human resources capacity planning for new opportunities in a customer relationship management (crm) system

Patent metadata

Field	Value
Publication number	US-2017193519-A1
Application number	US-201514986348-A
Country	US
Kind code	A1
Filing date	Dec 31, 2015
Priority date	Dec 31, 2015
Publication date	Jul 6, 2017
Grant date	—

Abstract

Embodiments of the invention provide a method, system and computer program product for human resources capacity planning for new opportunities in a customer relationship management (CRM) system. The method includes defining a business opportunity that includes data specifying an identity of a prospective customer, an identity of a prospective sale to the prospective customer and a date on which the business opportunity is created. The method also includes determining from the data required human resources to support the business opportunity and loading a real time pool of available human resources, and comparing the required human resources to the real time pool in order to compute whether or not the required human resources are available for assignment to the business opportunity. Finally, the method includes displaying in a user interface an indication of whether or not the required human resources are available for assignment to the business opportunity.

First claim

I claim:

1 . A method for human resources capacity planning for new opportunities in a customer relationship management (CRM) system, comprising:
defining a business opportunity in a data structure in memory of a host computing system in which a CRM application executes, the business opportunity comprising data specifying an identity of a prospective customer, an identity of a prospective sale to the prospective customer and a date on which the business opportunity is created; determining from the data, by a processor of the host computing system, required human resources to support the business opportunity; loading into the memory of the host computing system from a data store of the CRM application a real time pool of available human resources; comparing in the memory of the host computing system the required human resources to the real time pool in order to compute whether or not the required human resources are available for assignment to the business opportunity; and displaying in a user interface to the CRM application an indication of whether or not the required human resources are available for assignment to the business opportunity.

2 . The method of claim 1 , wherein the required human resources are specified in terms of different required roles and wherein each of the available human resources in the pool are associated with a particular role.

3 . The method of claim 1 , wherein the required human resources are heuristically determined based upon past utilization of human resources for past processing of business opportunities in the CRM application.

4 . The method of claim 1 , wherein in response to a determination that the required human resources are not available for assignment to the business opportunity, estimating a date when the required human resources are likely to be available for assignment to the business opportunity and including the estimated date in the user interface.

5 . A customer relationship management (CRM) data processing system configured for human resources capacity planning for new opportunities, the system comprising:
a host computing system comprising one or more computers each with memory and at least one processor; a CRM application executing in the host computing system; and, a human resources capacity planning module coupled to the CRM application, the module comprising program code enabled upon execution in the host computing system to define a business opportunity in a data structure, the business opportunity comprising data specifying an identity of a prospective customer, an identity of a prospective sale to the prospective customer and a date on which the business opportunity is created, to determine from the data required human resources to support the business opportunity, to load into the memory of the host computing system from a data store of the CRM application a real time pool of available human resources, to compare in the memory of the host computing system the required human resources to the real time pool in order to compute whether or not the required human resources are available for assignment to the business opportunity and to display in a user interface to the CRM application an indication of whether or not the required human resources are available for assignment to the business opportunity.

6 . The system of claim 5 , wherein the required human resources are specified in terms of different required roles and wherein each of the available human resources in the pool are associated with a particular role.

7 . The system of claim 5 , wherein the required human resources are heuristically determined based upon past utilization of human resources for past processing of business opportunities in the CRM application.

8 . The system of claim 5 , wherein in response to a determination that the required human resources are not available for assignment to the business opportunity, estimating a date when the required human resources are likely to be available for assignment to the business opportunity and including the estimated date in the user interface.

9 . A computer program product for human resources capacity planning for new opportunities in a customer relationship management (CRM) system, the computer program product comprising a computer readable storage medium having program instructions embodied therewith, the program instructions executable by a device to cause the device to perform a method comprising:
defining a business opportunity in a data structure in memory of a host computing system in which a CRM application executes, the business opportunity comprising data specifying an identity of a prospective customer, an identity of a prospective sale to the prospective customer and a date on which the business opportunity is created; determining from the data, by a processor of the host computing system, required human resources to support the business opportunity; loading into the memory of the host computing system from a data store of the CRM application a real time pool of available human resources; comparing in the memory of the host computing system the required human resources to the real time pool in order to compute whether or not the required human resources are available for assignment to the business opportunity; and displaying in a user interface to the CRM application an indication of whether or not the required human resources are available for assignment to the business opportunity.

10 . The computer program product of claim 9 , wherein the required human resources are specified in terms of different required roles and wherein each of the available human resources in the pool are associated with a particular role.

11 . The computer program product of claim 9 , wherein the required human resources are heuristically determined based upon past utilization of human resources for past processing of business opportunities in the CRM application.

12 . The computer program product of claim 9 , wherein in response to a determination that the required human resources are not available for assignment to the business opportunity, estimating a date when the required human resources are likely to be available for assignment to the business opportunity and including the estimated date in the user interface.

Assignees

• Sugarcrm Inc

Inventors

• Murray Andy

Classifications

• G06Q10/063112

  Skill-based matching of a person or a group to a task · CPC title

• G06Q30/01 Primary

  Customer relationship services · CPC title