System for business portfolio modeling and analysis

Patent metadata

Field	Value
Publication number	US-9424536-B2
Application number	US-201113149604-A
Country	US
Kind code	B2
Filing date	May 31, 2011
Priority date	May 31, 2011
Publication date	Aug 23, 2016
Grant date	Aug 23, 2016

Abstract

A system and method for facilitating integrating enterprise data from multiple sources for display via in a common interface. An example method includes displaying, via a first user interface display screen, a first set of one or more personnel icons representative of one or more enterprise personnel, and providing a first user option to select one or more of the personnel icons. A second user interface display screen may be displayed in response to or after selection of one or more of the personnel icons. The second user interface display screen presents a first type of data. The second user interface display screen further provides a second user option to select one or more user interface features associated with the first type of data, and to then trigger display of a third user interface display screen. The third user interface display presents a second type of data that is associated with the first type of data.

First claim

We claim:

1. A method, performed by one or more processors, for modeling enterprise data, the method comprising:
accessing one or more data objects from data objects stored in databases of an enterprise system that manages resources of an organization of an enterprise, wherein the databases include a customer relationship management system, a human capital management system, an incentive compensation system and a reports repository system, and wherein each of the data objects is associated with a plurality of different types of enterprise data;
selecting, in response to user input at a client graphical user interface of an insight and action graphical user interface software, a subset of one or more icons from a larger set of icons, with each icon representing one of the one or more data objects, each of the one or more data objects corresponding to a person in the enterprise;
communicating the selecting between the insight and action graphical user interface software and a data aggregation module via a network, wherein the insight and action graphical user interface software includes a data visualization module, a report generator, an action module, a monitoring module each in communication with a graphical user interface controller;
selectively retrieving data objects that are associated with the subset of the one or more icons from at least one of the databases;
forwarding the retrieved data objects to the client graphical user interface over the network via the graphical user interface controller;
generating user interface display screens displaying the subset of one or more icons using the client graphical user interface and the insight and action graphical user interface software;
depicting a login-indicator section, on at least one of the user interface display screens, indicating a name of a logged in user;
depicting, on at least one of the user interface display screens, a population filter section with respective population filters for further filtering the subset of one or more icons;
depicting, on at least one of the user interface display screens, a time slider bar for viewing positions of the subset of one or more icons at different previous times by dragging a slider associated with the time slider bar;
depicting, on at least one of the user interface display screens, a show progress control, for viewing progress of the subset of one or more icons across a grid in time;
providing icon flip control, on at least one of the user interface display screens, to view data positioned behind a selected icon;
providing a drop-down menu, on at least one of the user interface display screens, with respective options for adding notes, adding goals for a person represented by a selected icon, sending a message to the person represented by the selected icon, showing additional details pertaining to the person represented by the selected icon, and creating a team of people associated with the person represented by the selected icon;
providing a zoom control, on at least one of the user interface display screens, for expanding a specific section of at least one of the user interface display screens;
providing a navigation box, on at least one of the user interface display screens, for navigating between different user interface display screens, wherein the navigation box includes a map view control, a hierarchy view control, a grid view control, a social network view control, and a results graph view control;
in response to a user input signal selecting the map view control from the navigation box to select a first view for the subset of one or more icons, displaying the subset of one or more icons on the client graphical user interface by positioning the subset of one or more icons on the first view with respect to metrics, wherein the displaying of the subset of one or more icons further comprises: incorporating the subset of one or more icons into a user interface visualization via the data visualization module, wherein the user interface visualization acts as a viewing lens into data objects stored in the databases, wherein the viewing lens is selected from a geographical viewing lens with icons representing people positioned on a map according to their respective addresses;
in response to a user input signal selecting another option from the navigation box to select a second view for the subset of one or more icons, activating the action module that manipulates the data objects stored in the databases in accordance with the selected option, and transitioning from displaying the first view to displaying the second view while maintaining information and context continuity between the first view and the second view, the second view including an indicator for each icon in the selected subset of one or more icons, positioning the subset of one or more icons on the second view with respect to metrics, the second view including a second viewing lens displaying a different type of enterprise data that corresponds to the hierarchy view control, the grid view control, the social network view control, or the results graph view control, wherein the first view and the second view each depict the same number of icons that represent the same number of data objects; and
displaying respective breadcrumb bands on the first view and the second view corresponding with respective user interface display screens, wherein the breadcrumb bands indicate navigation locations among the respective user interface display screens, and wherein a breadcrumb band acts as a menu item upon user selection.

2. The method of claim 1 wherein the geographical viewing lens includes a geographical map depicting locations of indicators corresponding to each of the icons.

3. The method of claim 2 wherein a talent viewing lens includes a visualization of talent data and displays a talent score of one or more personnel icons populating the subset on a grid that includes a first axis and a second axis.

4. The method of claim 3 wherein the first axis represents a first metric, and wherein the second axis represents a second metric, and wherein the first metric and the second metric represent data or ratings associated with each enterprise person who is associated with a depicted personnel icon.

5. The method of claim 4 wherein the grid includes plural sections, and further including providing a user option to expand or magnify a section.

6. The method of claim 1 wherein an organizational viewing lens includes a visualization of hierarchical data and displays a hierarchy including a graphical representation of indicators corresponding to each of the icons.

7. The method of claim 6 further including providing a user option to apply a color code or pattern code to the hierarchy.

8. The method of claim 6 wherein the organizational viewing lens includes a graphical depiction of an enterprise personnel hierarchy or portion thereof.

9. The method of claim 1 wherein a network viewing lens includes a visualization of network data and includes a graphical depiction of social network data indicating one or more social connections between personnel represented by the one or more icons populating the subset.

10. The method of claim 1 wherein the geographical viewing lens displays geographical information depicting a performance metric associated with one or more indicators corresponding to the one or more icons by region.

11. The method of claim 1 further including:
providing a user option to view one or more data trends associated with one or more enterprise personnel who are associated with the one or more icons.

12. The method of claim 1 further including providing a user option to generate a report that includes i

Assignees

• Bear Mary E G
• Wilson Amy Christine
• Singh Prashant
• Zhang Hugh
• Glazer Brendon
• Oracle Int Corp

Inventors

• Bear Mary E G
• Wilson Amy Christine
• Singh Prashant
• Zhang Hugh
• Glazer Brendon

Classifications

• G06Q40/00 Primary

  Finance; Insurance; Tax strategies; Processing of corporate or income taxes · CPC title

• G06F3/04842

  Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) · CPC title

• G06Q10/00 Primary

  Administration; Management · CPC title

• G06F3/0488

  using a touch-screen or digitiser, e.g. input of commands through traced gestures · CPC title

• G06F3/04817

  using icons (graphical or visual programming using iconic symbols G06F8/34) · CPC title