Deliverables M
US 20110054968A1
(19) United States (12) Patent Application Publication (10) Pub. No.: US 2011/0054968 A1 (43) Pub. Date:
GALAVIZ (54)
CONTINUOUS PERFORMANCE IMPROVEMENT SYSTEM
(76) Inventor:
(52)
Fernando V. GALAVIZ, McLean,
(21) Appl. No.: (22)
ment. The system can include a Web-based Workspace mod
provide a corporate portal. The system can also include a
project performance management module adapted to provide
Jun. 4, 2010
an assessment of current project performance against project unique performance metrics. The system can further include a contract deliverable management module adapted to pro
Related US. Application Data
(60)
ABSTRACT
Disclosed is a system for continuous performance improve
ule adapted to provide visibility of proj ect documentation and to provide collaboration and version control for the project documentation, the Web-based Workspace further adapted to
12/793,937
Filed:
Us. or. ..................................... .. 705/728; 705/741
(57)
VA (U S)
Mar. 3, 2011
Provisional application No. 61/184,025, ?led on Jun.
vide a report of project deliverables along With a delivery status of each project deliverable, and a ?nancial reporting
module adapted to provide ?nancial reports representing
4, 2009.
project ?nancial status. The system can also include an a customer satisfaction assurance module adapted to receive
self assessment information and client feedback information related to performance on the project and to provide a report indicating customer satisfaction as represented by the self assessment information and the client feedback information.
Publication Classi?cation
(51)
Int. Cl.
G06Q 10/00
(2006.01)
10
104
106
Client Client
108
Project
Project Mgmt Office
102
\j\
Team
110
Project Corp.
112
Continuous
Performance Improvement System
Database
114
Deliverables M
Patent Application Publication
Mar. 3, 2011 Sheet 1 0f 61
US 2011/0054968 A1
1 O0
104
106
/l/
Ctient
108
/l/
11O
A/
A/
Client
.
.
Project
'12:?
péglfct p‘
Mgmt Office
102 \
Continuous Performance
- 112
Improvement
Database
System
i
114
Deliverables ?/
FIG. 1A
Patent Application Publication
Mar. 3, 2011 Sheet 2 0f 61
116
Effective Project Planning
/1/
>
118
Sound Resource /1/ Allocation
Consistent
Management
$0
Practice
122
Substantive Cost/ A/ Performance
Reporting
Timely Management 124 Action on 00st! /1/ Performance Variances
US 2011/0054968 A1
Patent Application Publication
Mar. 3, 2011 Sheet 3 0f 61
US 2011/0054968 A1
Mission and User
eeting Client PMO
_
Exceedlng11'25553:
CENTECH Corporation
FIG.2
CENTECH
Patent Application Publication
gil [ulk $83
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Mar. 3, 2011 Sheet 5 0f 61
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Patent Application Publication
Mar. 3, 2011 Sheet 6 0f 61
US 2011/0054968 A1
Client Oversight
-
acre
0 a m ion,
ual'
Pr mm out ut
egg‘ritgsbrlreerotrstrfocts and records
‘interest from; recesses esgons eorn
Evidence of QMS Compliance Corrective Actions
Templates
\
Prggrom Input
WorkQuality docugrents Delivero es records
PIMS
/
mg
gems:
Performgnce Objectives
Instructions
Rrsk items
Guidelines
Templates
FIG. 5
Patent Application Publication
M
Mar. 3, 2011 Sheet 8 0f 61
"""geuet
Responslbmty Customer
Requirements
Measurement,
Analysis
Improvement
1
-
US 2011/0054968 A1
a
‘
Customer
Satis?cation
Resource Management
Product/Service Realization
FIG. 7
Patent Application Publication
Mar. 3, 2011 Sheet 10 0f 61
US 2011/0054968 A1
9 0
902
Programs 912
| 914
Category Set
904
. /l/ Categorles
Resource /V Center
916
Items
906
A/
Plans
908
\\ Projects l
918
Assessment/V and Data
FIG. 9
M
910
Groups
/I/
Patent Application Publication
f
Mar. 3, 2011 Sheet 11 0f 61
US 2011/0054968 A1
a
Program Setup Program Name
PARDTEAS
El]
Reporting Period* lQuurterly
[EH
Transition Period Ends Last Day Of (Select Month and Year it the program has transition period)
Thresholds No. of Threshdds:
[I]
—Threshoid Scores Colour
Score From
Score To
Blue Purple Green Yeiew Ree
53:] @1 £1 E1 LE1
@ @ @ @
Levels Setup Level 1
Group Level
Lever 2
E]
Level 3
V E]
Level 4
E Er: Project Plan
[EYE] @
Patent Application Publication
I
Mar. 3, 2011 Sheet 13 0f 61
US 2011/0054968 A1
\
Add Item
item Nome* l
l
Objective
|
l
Category *
lCotegory
Start Month* month
El]
E] {Year Ell
End Month
ME] ME]
"_ O lions will be:
Item Type
YgjNo, Numeric: 2 Color, 3 Color, 4 Color, 5 Color Color
Score
Blue
E3
Class
Purple G'ee"
E1 59:1 [El-:1
Unit Label @ Metric Min [353 Metric Max ‘+30
Yellow
Red
Numeric——————-———————
[I1
Enuoled only if
,
Numeric Tjpe Selected
Enobled Only In case of color Types‘ Color Names and number of colors will be changes as per
selecled type
@Achlevemenl O Deficiency
(E (E)
FIG. 11
Patent Application Publication
Mar. 3, 2011 Sheet 14 0f 61
US 2011/0054968 Al
F
W
Weighting Setup
Program;
|Progrtom1
“in
Categories 1| Item?i Resource Centers lFProiect Plonsji Projects 1 Period: @4008 to June-2008 Egg
Category; Items
v I Mission
F
EDetuuit current
.
.
Reporting Period I
Weighting
%
2 2 4
25% 25% 50%
Item-1 item-2 Item-3
User can edit these weightings only
if current reporting period selected
(E3 FIG. 12
Patent Application Publication
Mar. 3, 2011 Sheet 15 0f 61
US 2011/0054968 A1
Performance Evaluation Project:
Month:
l/RC/Group/PlayProqarn) Evaluation Categorl
Monthly Score
Quality of Product or Service Mission 75 Technical 100 Quality 100 Value 100
‘
Weight
Weighted Score
0.l0 0.10
7.5 l0.0
0.10 0.05
10.0 5.0
Performance Score
32.5
Cost Management Financial Reportinq
100
0.55
55.0 35.0
Business Relations Prioritization Accommodation ‘Initiatives Partnering
100 80
0.05 0.05
5.0 4.0
80
0.05
4.0 13
Management of Key Personnel Personnel
25
0.1
2.5
2.5 Schedule Schedule
100
0.05
5.0
5.0
Project Performance Score:
FIG. 13
88-0
Patent Application Publication
Mar. 3, 2011 Sheet 17 0f 61
US 2011/0054968 A1
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Patent Application Publication
Mar. 3, 2011 Sheet 19 0f 61
US 2011/0054968 Al
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(19) United States (12) Patent Application Publication (10) Pub. No.: US 2011/0054968 A1 (43) Pub. Date:
GALAVIZ (54)
CONTINUOUS PERFORMANCE IMPROVEMENT SYSTEM
(76) Inventor:
(52)
Fernando V. GALAVIZ, McLean,
(21) Appl. No.: (22)
ment. The system can include a Web-based Workspace mod
provide a corporate portal. The system can also include a
project performance management module adapted to provide
Jun. 4, 2010
an assessment of current project performance against project unique performance metrics. The system can further include a contract deliverable management module adapted to pro
Related US. Application Data
(60)
ABSTRACT
Disclosed is a system for continuous performance improve
ule adapted to provide visibility of proj ect documentation and to provide collaboration and version control for the project documentation, the Web-based Workspace further adapted to
12/793,937
Filed:
Us. or. ..................................... .. 705/728; 705/741
(57)
VA (U S)
Mar. 3, 2011
Provisional application No. 61/184,025, ?led on Jun.
vide a report of project deliverables along With a delivery status of each project deliverable, and a ?nancial reporting
module adapted to provide ?nancial reports representing
4, 2009.
project ?nancial status. The system can also include an a customer satisfaction assurance module adapted to receive
self assessment information and client feedback information related to performance on the project and to provide a report indicating customer satisfaction as represented by the self assessment information and the client feedback information.
Publication Classi?cation
(51)
Int. Cl.
G06Q 10/00
(2006.01)
10
104
106
Client Client
108
Project
Project Mgmt Office
102
\j\
Team
110
Project Corp.
112
Continuous
Performance Improvement System
Database
114
Deliverables M
Patent Application Publication
Mar. 3, 2011 Sheet 1 0f 61
US 2011/0054968 A1
1 O0
104
106
/l/
Ctient
108
/l/
11O
A/
A/
Client
.
.
Project
'12:?
péglfct p‘
Mgmt Office
102 \
Continuous Performance
- 112
Improvement
Database
System
i
114
Deliverables ?/
FIG. 1A
Patent Application Publication
Mar. 3, 2011 Sheet 2 0f 61
116
Effective Project Planning
/1/
>
118
Sound Resource /1/ Allocation
Consistent
Management
$0
Practice
122
Substantive Cost/ A/ Performance
Reporting
Timely Management 124 Action on 00st! /1/ Performance Variances
US 2011/0054968 A1
Patent Application Publication
Mar. 3, 2011 Sheet 3 0f 61
US 2011/0054968 A1
Mission and User
eeting Client PMO
_
Exceedlng11'25553:
CENTECH Corporation
FIG.2
CENTECH
Patent Application Publication
gil [ulk $83
nC2@6EOB865QEigH ozcs o
Mar. 3, 2011 Sheet 5 0f 61
52 0i85 $
£25?
US 2011/0054968 A1
Eé925
@502
8E2“H183L8QUN5%E:2Q850D%mE2
A
r.__
_1 w “mo
$502
zE1oa g z 52m
2Bzm5s3wmg5z
y2cwa5méltow x1305286 £55Q235
$52l3a0' $855 15 m $2 0 6a91I1 gtavm gig 52%5
rl L ilVJ(\l-IL \IP JI L
we 0
A\I J
w.QE
Patent Application Publication
Mar. 3, 2011 Sheet 6 0f 61
US 2011/0054968 A1
Client Oversight
-
acre
0 a m ion,
ual'
Pr mm out ut
egg‘ritgsbrlreerotrstrfocts and records
‘interest from; recesses esgons eorn
Evidence of QMS Compliance Corrective Actions
Templates
\
Prggrom Input
WorkQuality docugrents Delivero es records
PIMS
/
mg
gems:
Performgnce Objectives
Instructions
Rrsk items
Guidelines
Templates
FIG. 5
Patent Application Publication
M
Mar. 3, 2011 Sheet 8 0f 61
"""geuet
Responslbmty Customer
Requirements
Measurement,
Analysis
Improvement
1
-
US 2011/0054968 A1
a
‘
Customer
Satis?cation
Resource Management
Product/Service Realization
FIG. 7
Patent Application Publication
Mar. 3, 2011 Sheet 10 0f 61
US 2011/0054968 A1
9 0
902
Programs 912
| 914
Category Set
904
. /l/ Categorles
Resource /V Center
916
Items
906
A/
Plans
908
\\ Projects l
918
Assessment/V and Data
FIG. 9
M
910
Groups
/I/
Patent Application Publication
f
Mar. 3, 2011 Sheet 11 0f 61
US 2011/0054968 A1
a
Program Setup Program Name
PARDTEAS
El]
Reporting Period* lQuurterly
[EH
Transition Period Ends Last Day Of (Select Month and Year it the program has transition period)
Thresholds No. of Threshdds:
[I]
—Threshoid Scores Colour
Score From
Score To
Blue Purple Green Yeiew Ree
53:] @1 £1 E1 LE1
@ @ @ @
Levels Setup Level 1
Group Level
Lever 2
E]
Level 3
V E]
Level 4
E Er: Project Plan
[EYE] @
Patent Application Publication
I
Mar. 3, 2011 Sheet 13 0f 61
US 2011/0054968 A1
\
Add Item
item Nome* l
l
Objective
|
l
Category *
lCotegory
Start Month* month
El]
E] {Year Ell
End Month
ME] ME]
"_ O lions will be:
Item Type
YgjNo, Numeric: 2 Color, 3 Color, 4 Color, 5 Color Color
Score
Blue
E3
Class
Purple G'ee"
E1 59:1 [El-:1
Unit Label @ Metric Min [353 Metric Max ‘+30
Yellow
Red
Numeric——————-———————
[I1
Enuoled only if
,
Numeric Tjpe Selected
Enobled Only In case of color Types‘ Color Names and number of colors will be changes as per
selecled type
@Achlevemenl O Deficiency
(E (E)
FIG. 11
Patent Application Publication
Mar. 3, 2011 Sheet 14 0f 61
US 2011/0054968 Al
F
W
Weighting Setup
Program;
|Progrtom1
“in
Categories 1| Item?i Resource Centers lFProiect Plonsji Projects 1 Period: @4008 to June-2008 Egg
Category; Items
v I Mission
F
EDetuuit current
.
.
Reporting Period I
Weighting
%
2 2 4
25% 25% 50%
Item-1 item-2 Item-3
User can edit these weightings only
if current reporting period selected
(E3 FIG. 12
Patent Application Publication
Mar. 3, 2011 Sheet 15 0f 61
US 2011/0054968 A1
Performance Evaluation Project:
Month:
l/RC/Group/PlayProqarn) Evaluation Categorl
Monthly Score
Quality of Product or Service Mission 75 Technical 100 Quality 100 Value 100
‘
Weight
Weighted Score
0.l0 0.10
7.5 l0.0
0.10 0.05
10.0 5.0
Performance Score
32.5
Cost Management Financial Reportinq
100
0.55
55.0 35.0
Business Relations Prioritization Accommodation ‘Initiatives Partnering
100 80
0.05 0.05
5.0 4.0
80
0.05
4.0 13
Management of Key Personnel Personnel
25
0.1
2.5
2.5 Schedule Schedule
100
0.05
5.0
5.0
Project Performance Score:
FIG. 13
88-0
Patent Application Publication
Mar. 3, 2011 Sheet 17 0f 61
US 2011/0054968 A1
E D
@DDEDEID
U
EJEEEIEIEID
U
EDEIDEIEIIII
25 55 >522 E0210m£02“6>
25 55 n830250
QWU .m03."
>55 5 2023N
U
EIEISEJEJIIIEI
E SUUDEIDEID
E5 81 $E80526
52:
5 3m
E530¢2 6 O535535 56:803.560 :32umE2365
Es26mo2i E5252UE6Q
Patent Application Publication
Mar. 3, 2011 Sheet 19 0f 61
US 2011/0054968 Al
3“8@569;2 M 2meowmm
6“$23583
#50325
82Q8
$568.52m1
.GE@F
m*@Eg96ai2S5m3oU6sB;O:E8,5QUE
%y8o59b6c2o
BE08CEBu6E32$3%862?%52 Q25E*28182; IEl
5@2m2s256w3 23*0628
)
55%£2:8 8“253 %8m2
mg “$2561
