Iââ|| Li I
US008095413B1
(12) United States Patent
(10) Patent N0.:
Beaven (54)
(45) Date of Patent:
PROCESSING MANAGEMENT INFORMATION
6,751,622 B1 *
6/2004 10/2004
Sultan ........ ..
2001/0027455 A1*
10/2001
Abulleil et a1. ............. .. 707/102
.. 705/10
Lowery, Gwen; Managing Projects with Microsoft Project 4.0: For
_
_ _
_
Windows and Macintosh, version 4.0, Van Nostrand Reinhold, New
(73) Assrgnee: Vlrtualaglllty, Inc., Winchester, MA Notice:
Puri et al. .................... .. 707/101
OTHER PUBLICATIONS
(Us) _
Jan. 10, 2012
6,804,657 B1*
(75) Inventor: Douglas F. Beaven, Cambridge, MA
(*)
US 8,095,413 B1
(Us)
York, 1994, HD69'P75 L694 1994* ManagePro 2.0 for Windows, version 2.0, Reference Manual,
Subject to any disclaimer, the term of this patent is extended or adjusted under 35 U S C 1 5 4 b b 1397 da
Avantos Performance Systems, Incorporated, 1993, HD70.M3 1993 V~2~* Byers, L1oyd,; Strategic Management: Planning and Implementa tion, Concepts and Cases, Second Edition; Harper and Row, Publish
' '
'
( ) y
ys'
ers, Inc., NewYork; 1987.*
Kaplan et al.; The Balanced ScorecardiMeasures That Drive Per
(21) (22)
APP1- NOJ 09/312,740 Filed:
formance; Harvard Business Review, Jan/Feb. 92, vol. 70, issuel, p. 71, Harvard Business School Publication Corp.; 1992.* Kaplan et al.; Using the Balanced Scorecard as a Strategic Manage ment System; Harvard Business Review, Jan/Feb. 96, vol. 74, issuel, p. 75, Harvard Business School Publication Corp.; 1996*
May 14, 1999 Related U_s_ Application Data
(60)
Provisional application No. 60/ 133,152, ?led on May 7’ 1999_
Pearce et al., Strategic Management; Formulation, Implementation, and Control, 4th Edition, Richard D. Irwin, Inc. 1991.* Carter, a., As Program Management Function Evolve, Bene?ts Increase, Water Engineering & Management; Des Plaines, vol. 142,
(51)
Int Cl
Issue 3, Mar. 1995, start p. 26 [ProQuest].*
(52) (58)
US. Cl. .................... .. 705/7.38; 705/7.29; 705/7.36 Field of Classi?cation Search ................ .. 705/7, 9,
Primary Examine?’ * Beth V Boswell
705/11, 7.38; 706/925, 934; 707/514; 434/l07il08 See application ?le for complete search history.
Assistant Examiner * Adrian McPhillip (74) Attorney, A gent, or Firm * Dickinson Wright PLLC
G06Q 90/00
(56)
(2006.01)
(Continued)
References Cited
(57)
U S PATENT DOCUMENTS
Management information is processed. A ?rst set of computer
' 2 *
data is acquired that represents a model of an organization of people having fundamental components, such as processes or
5’655’ll8 A *
t'é'l'l"""""""""" " 8/1997 Heindel et a1"
6,006,195 A * 12/1999 Marchak et a1, 6,067,548 A * 5/2000 Cheng ..._ ........... ..
2 i ,
ABSTRACT
6,442,557 B1 *
6,670,973 B1 *
capabilities, that are represented in the ?rst set of computer data by data items. The ?rst set ofcomputer data is associated with a second set of computer data that represents a portfolio
Z
of management concepts, such as management goals. A
90001 Taylor et a1‘ 3/2002 Goossens et a1‘
I1:I41It1k1?W1°Z et a1~ ~
‘ 709/224 705/30
report ofmanagement concepts 1s rssued based on the second set ofcomputer data and is sorted by fundamental component.
8/2002
. 707/102
,
6,292,830 B1 * 6,356,880 B1 *
R
,,,,,, ,, 705/9 707/ 103 R
0
ani
...... ..
Buteau et a1. ..
.
~
12/2003 Hill et al. .................... .. 715/853
-
21 Claims, 40 Drawing Sheets
THE AGILE MANAGER GOAL HIERARCHY LIST OF STRATEGIC
IMPLEMENTATION PLAN, AND UNASSOCIATED
I
I——|| Li
PLAN
GOAL
ALLOWS USER TO ASSESS
ALLOWS USER TO SEE GOALS
ASPECTS OF THE BUSINESS, H AND PROJECTS ASSOCIATED 6
STATUS
I
ALERTS
ALLOWS USER TO SEE
SHOWS THE USER ANY
GOALS AND PROJECTS
__, CHANGES THAT HAVE
TO DO GAP ANALYSIS AND TO CREATE NEW GOALS AND PROJECTS
WITH DOMAINS, COSTS, PAYBACK, PRIORITY AND DUE DATE
ASSOCIATED WITH OWNER, RISK, STATUS STAGE AND DUE DATE
THE AGILE COMPANY
THE AGILE BASELINE
AGILE KNOW-HOW
ALLOWS USER TO EVALUATE PRACTICES AGAINST THE 20 HIGH PERFORMANCE TRAITS AND PROJECTS
ALLOWS USER TO EVALUATE ADEGIUACY OF ASPECTS OF THE BUSINESS AGAINST PERFORMANCE CRITERIA
ALLOWS USER TO ACCESS CUSTOMIZED KNOWLEDGE, INSIDE OR OUTSIDE, IN THE CONTEXT OF GOALS AND PROJECTS
OCCURRED IN GOALS AND PROJECTS THEY WANT TO FOLLOW
US 8,095,413 B1 Page 2 OTHER PUBLICATIONS
Board et al., High-end Project Managers, InfoWorld, Feb. I, 1993, p. 61-69 [ProQuest].* Zimmerman, Software Review-Open Plan 5.0 Upgrade, Cost Engi neering, vol. 13, Issue 12, Dec. 1993, p. ll [ProQuest].* Prototyping a Project Master Data Base for Software Engineering
Environments by Maria Penedo, Association for Computing Machin ery, l986.*
Boeing 777. NetScore.
Software Marketing Camp ’98. The Solution iIDenterprise.
IDpipeline. IDproj ectview.
IDthroughput. IDaction?ow.
IDpractices.
Web Based Agile Software Development by Mikio Aoyama, IEEE Software, Nov/Dec. 1998, p. 56-65.*
How to Build A Corporate Portal.
Balanced Scorecard Solutions.
Tools Help Build Coporate Portals.
Automating The Balanced Scorecard.
Frequently Asked Questions. The Next Generation.
Dynacard Conceptual Framework.
Portals Hit the Enterprise.
Balanced Scorecard Bene?ts Executive Education. Tools to Give the Executive Meaningful Information.
Home on the Web.
Organizer 97 GSiKey Bene?ts and Features. AbstractiFive Steps to Ensure Project Success. Five Steps to Ensure Project Success. X-Pert Project Management Software. Micro Planner Manager.
Web PortalsiHome on the Web.
Renaissance Balanced Scorecard. Janus CentreiWhat’s New Q&A.
Verity and Yahoo! Inc. Sian Distribution Agreement.
The Mindset Questionnaire. The Agility OuiZ. Interactive Tools.
Editors’ Choice-Excite.
Epicentric. Epicentric4Overview. PorteraiServicePort. Plumtree takes root.
Knoth, “Tools for Collaborative World”, Computer-Aided Engineer ing: Apr. 1997. * cited by examiner
US. Patent
Jan. 10, 2012
Sheet 3 0f 40
US 8,095,413 B1
[& ?leAgile EditManager \?ew go I Hierarchy Qommunicator Listing ?elp - Netscape
‘J ?g Bookmarks [a Location I httpJ/psdemocinteractive.comJagililyO005/amlgoals_hierachy.jsp7null
Goals
{
> Plan
1
L
( > Administer)
I Hierarchy [2]
' \
Associated Goals
|E|
Archieve a 20% R01
Revisit our product pricing strategy Reduce our AR to under 60 days
Build a sales forcsting capability Expand business with most profitable customers
Deepen relationships with high net worth clients Have pro?table products for every segment Implement highly scaleable and efficient processes Build a RFP/Proposal response capability
Reduce product development cycle by 6 months Develop a web-based customer self service strategy Build an lntemet savvy design and install team Implement self service account maintenance Select an E-commerce consulting ?mt
__l
Develop an RFP for professional services support Perform reference checks on short list of PS ?rms Perform xyz
Implement self service technical help desk internet strategy I:
provide global infomtation establish business in new market
build something
“DocumentDone
E d9
Fig. 3
4
US. Patent
Jan. 10, 2012
Sheet 4 0f 40
US 8,095,413 B1
/ SENIOR EXECUT'VE
SET DIRECTION PRIORITIZE INvESTMENTS IMPROVE PERFORMANCE
FOCUS ON STRATEGIC ISSUES
MANAGERS THE AGILITY
MANAGE INITIATIVES LEAD SUCCESSFUL CHANGE
MANAGEMENT PROGRAM THE AGILE MANAGER THE AGILE COMPANY
zéiéi'?oa?gvf
CREATE INNovATIvE SOLUTIONS
TEAMS
COORDINATE WORK ACHIEVE BUSINESS BENEFITS
THINK LIKE OWNERS
INDIVIDUAL
LINK T0 CORPORATE GOALS GROW AND SuccEED
\
j
Y
Fig. 4
US. Patent
Jan. 10, 2012
Sheet 5 0f 40
US 8,095,413 B1
US. Patent
Jan. 10, 2012
Sheet 7 0f 40
US 8,095,413 B1
| $A Edit New Goal - Netscape ?le Edit \_/iew go Qommunicator ljelp
BENZ"
' ?g Bookmarks lb Location litylDOS/amlacLnew_proiect.isp?parent=PSCDR565336755E10072591DBEAOWFSO El} NI
Add a Contributing Goal
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I New Goa] Goal Obiective
_| Domain: [None]
status; nut started Priority: Risk:
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U EiE I
Stage: [ Due Date:
Investment: Return:
HEE
| Agile Mgnéggr IDocumantDone
IE] ?‘ E 69 @
Fig. 7
| /I,
US. Patent
Jan. 10, 2012
Sheet 10 0f 40
US 8,095,413 B1
| Values Title
Business development assesment
Subtitle
current situation vs. desired state
Show Average
Top Value
1 points
7
Number of 6
Average
Value
Label
5
3
business people vs. iust sales people
6.5
2.5
sell solutions not just products
OK
7
4
customer vs. internally focused
Cance|
6
3.5
business makers vs. order takers
Clear
5
4
profitability vs. sales focused
6
4.5
deal well at senior vs. just technical level
5.5
4
world class vs. unacceptable service
7
3
build value based client relationships
0
O
0
Ho
—||
_I
Fig. 10
US. Patent
Jan. 10, 2012
Sheet 12 0f 40
US 8,095,413 B1
IQ Agile Manager lAct I Gap Analysis - Netscape file Edit \_liew
Em
go Qommum'cator ?elp
[L L weJ. Bookmarks lb Location:@apslsp'ldomin=&depth=depzh&pro|=PSCDB565336755El0O72391DBEA017F
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Expand business with most profitable customers Cross sell and up sell our products to our existing client base from a position of strength.
@till Domain
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Environmental Market Trends
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E L
Technical Innovation
‘IE:
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Deepen relationships with high net worth
10/10
0
‘E
6/10
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slim Products
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Services Processes
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Core Processes
Add
Product Development n
(5 i
'
h
I
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AAA
1 Document Done
% E;
Fig. 12
'
®I
US. Patent
Jan. 10, 2012
Sheet 13 0f 40
US 8,095,413 B1
[?r Expand business with most profitable customers I Summary - Netscape file Edit \_/iew (5o Cjommunieator ?eip
BENZ]
‘I it} Bookmarks % Loeatioml lagtmyooosldnvact_sunundry4sp?pro|=PscDBssssas7ssEi0072391uBEAonFaoE?l El /-
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‘summary
\ f t> Plan
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b Administer\
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U a
Expand business with most profitable customers
IE
Parent Goal:
Owner: Doug Heaven objective
Domain: Customers
Cross sell and up sell our products to our
Status: Onot started
existing client base from a position of
Due Date: 0910‘199
strength.
Actual Goal:
History
Desired Goal:
(04/ 14/99) SubProject - Added subproject:
Gap:
Identify clients with the greatest S opportunity.
P vori
(04/14/99) SubProject - Added subproject: Have
_"
‘ 5
‘y‘
pro?table products for every segment
Hlskl 3
(04/l3l99) Date - Target date changed to 09/0I/99.
Stage; Anulysis/Asscssmcm
(04ll3/99) Create - Project created.
Investment: SIZS'OOO'OO
Payback: $l6.750.000.00
Agile Manager
[E
a ET
AHECument Done
'& E1
Fig. 13
®I i
US. Patent
Jan. 10, 2012
US 8,095,413 B1
Sheet 16 0f 40
Ig Agile Manager I Hierarchy Listing - Netscape
Elle Edit \_Iiew
Elm Ell Ell
go Qommunicator ?elp
{(2 Bookmarks [B LocationIhttpJ/psdemo.cinteractive.oonVagiiity0005lam/goals_sortedjsp /v
/
J Goals
1
“
r l> Plan \
IE
[Select]
View All Goals
L
f» Administon
show Columns for: m Cost
Payback Priority Due
Environmental New Goal
_
-
5
-
Competitors Find new company or spin off threats
5.000
50,000
5
lOw
Monitor competitive moves around the Internet Technical Innovation
5,000
50,000
3
8w
new internet strategy
_
_
5
-
Customers
Expand business with most profitable customers
l25.000 l6.750.000
5
l7w
increase visibility
Relationships Ask clients about our perceived competencies
l0.000
Deepen relationships with high net worth clients
750.000 5.000.000
Understand recent competitive wins
1.000
500,000
Iw
6w
[0,000
4w
Products
Have pro?table products for every segment
75.000
250,000
Resell our back of?ce processing capabilities
50.000
250.000
Revisit our product pricing strategy
20,000
I 500,000
5
6w
450.000 2,800.000
4
2lw
5
34w 2| w
Services Develop a web-based customer self service strategy
till
I I Document Done
Fig. 16
US. Patent
Jan. 10, 2012
Sheet 17 0f 40
US 8,095,413 B1
[Q Agile Manager I Hierarchy Listing - Netscape file Edit \_liew go Qommunicator ?elp
EIE
'l E‘; gookmjrks 1k Location Ihttpdlnsdemo.dnteractlvecom/agility00O5lamlgoa1s_sorted.jsp >
J Goals \ | [Select] Ell
(
b Plan
1
{ PAdministor ]
: \
View All Goals
show Columns for: ‘MI I Cost
Payback Priority E
Build an Internet savvy design and install team
1,000,000
5,000,000
4
-5w
increase auto adjudication rates
1.000.000
1.250000
5
86w
750,000 555.555
5,000,000 2.000.000
5
6w
5
34w
Develop a web-based customer self service strategy
450,000
2,800,000
4
21w
Implement highly scaleable and ef?cient processes
450.000
1.250000
5
30w
Select an E-commerce consulting ?rm
300,000
1,000,000
4
4w
Achieve a 20% R01
250.000
1.250000
5
34w
Deepen relationships with high net worth clients Increase our technology R&D capability
d
El [El]
i
Develop an RFP for professional services support
250,000
1.000.000
5
-3w
Recruit and hire world class industry talent Reduce product development cycle by 6 months
250.000 250,000
1.000.000 500,000
5 4
34w 17w
Implement GSTP by yearend
150.000 10,000,000
5
34w
Expand business with most pro?table customers
125.000 16.750000
5
17w
6w
Implement selfscrvice technical help desk
85.000
100,000
4
Build a RFP/Proposal response capability
75,000
100.000
4
8w
Have pro?table products for every segment
75.000
250,000
5
34w
Implement self service account maintenance
65.000
2.000.000
4
1w
Resell our back office processing capabilities
50,000
250,000
3
21w
Build a sales forecasting capability
35.000
100.000
4
12w
Revisit our product pricing strategy
20,000
1,500,000
5
6w
HDiument Done
I § E, 60 @
Fig. 17
_
7
///
US. Patent
Jan. 10, 2012
Sheet 18 0f 40
US 8,095,413 B1
L?“ Agile Manager I Hierarchy Listing - Netscape
file Edit \_/iew
BENZ]
go Qommunicator ?elp
‘I 8} Bookmarks [A Location httpdLl?emo.cinteractiveoomlagilityOOOS/a?goaIs_sorted.isp -
/-
i
E‘ El]
L
Goals
[Select]
K
(
v Plan
\
1
( t> Administorl
El
\
View All Goals
Show Columns for: Risk
0 Ask clients about our
5
Owner Doug Beuven
perceived comEtencies Q Develo a web-based
Status
Due
not started
lw
Gathering 5
Joe Smith
customer seli service strategy
0 Find new comgany or 52in off
Stage Requirements
1
Requirements
on track
2|w
Gathering
5
Doug Beaven
Implement
not started
lOw
0 lmglement GSTP by yenrend
5
Doug Beaven
Analysis/Assessment
on track
34w
@ Im lement self service technical
5
Mike Jones
Business Case
0n truck
6w
threztL§
helQ desii
Development
0 Increase out technolot7 R&D
5
Joe Smith
Prototype
O lncrense visibility
5
chris eurmn
~
not started
»
0 New Qoal
5
Doug Beaven
-
not started
4
caga?tltty
not started
34w
O Perfonn xzz
5
Doug Beuven
-
not started
9 Recruit and hire world class
5
Doug Beaven
Roll-out
on track
34w
Q Reduce our AR to under 60
5
Doug Beuvcn
Implement
off track
8w
0 Understand recent comEtive 'wins
5
Mike Jones
Analysis/Assessment
on track
4w
a increase auto adjudication rates
5
Doug Beaven
Build
on track
86w
0 internet some
5
Doug Beztven
-
not started
industry talent
days
1:
_—
-
Y
All
"Document Done
_\ Q E, 69 @
Fig. 18
///
(12) United States Patent
(10) Patent N0.:
Beaven (54)
(45) Date of Patent:
PROCESSING MANAGEMENT INFORMATION
6,751,622 B1 *
6/2004 10/2004
Sultan ........ ..
2001/0027455 A1*
10/2001
Abulleil et a1. ............. .. 707/102
.. 705/10
Lowery, Gwen; Managing Projects with Microsoft Project 4.0: For
_
_ _
_
Windows and Macintosh, version 4.0, Van Nostrand Reinhold, New
(73) Assrgnee: Vlrtualaglllty, Inc., Winchester, MA Notice:
Puri et al. .................... .. 707/101
OTHER PUBLICATIONS
(Us) _
Jan. 10, 2012
6,804,657 B1*
(75) Inventor: Douglas F. Beaven, Cambridge, MA
(*)
US 8,095,413 B1
(Us)
York, 1994, HD69'P75 L694 1994* ManagePro 2.0 for Windows, version 2.0, Reference Manual,
Subject to any disclaimer, the term of this patent is extended or adjusted under 35 U S C 1 5 4 b b 1397 da
Avantos Performance Systems, Incorporated, 1993, HD70.M3 1993 V~2~* Byers, L1oyd,; Strategic Management: Planning and Implementa tion, Concepts and Cases, Second Edition; Harper and Row, Publish
' '
'
( ) y
ys'
ers, Inc., NewYork; 1987.*
Kaplan et al.; The Balanced ScorecardiMeasures That Drive Per
(21) (22)
APP1- NOJ 09/312,740 Filed:
formance; Harvard Business Review, Jan/Feb. 92, vol. 70, issuel, p. 71, Harvard Business School Publication Corp.; 1992.* Kaplan et al.; Using the Balanced Scorecard as a Strategic Manage ment System; Harvard Business Review, Jan/Feb. 96, vol. 74, issuel, p. 75, Harvard Business School Publication Corp.; 1996*
May 14, 1999 Related U_s_ Application Data
(60)
Provisional application No. 60/ 133,152, ?led on May 7’ 1999_
Pearce et al., Strategic Management; Formulation, Implementation, and Control, 4th Edition, Richard D. Irwin, Inc. 1991.* Carter, a., As Program Management Function Evolve, Bene?ts Increase, Water Engineering & Management; Des Plaines, vol. 142,
(51)
Int Cl
Issue 3, Mar. 1995, start p. 26 [ProQuest].*
(52) (58)
US. Cl. .................... .. 705/7.38; 705/7.29; 705/7.36 Field of Classi?cation Search ................ .. 705/7, 9,
Primary Examine?’ * Beth V Boswell
705/11, 7.38; 706/925, 934; 707/514; 434/l07il08 See application ?le for complete search history.
Assistant Examiner * Adrian McPhillip (74) Attorney, A gent, or Firm * Dickinson Wright PLLC
G06Q 90/00
(56)
(2006.01)
(Continued)
References Cited
(57)
U S PATENT DOCUMENTS
Management information is processed. A ?rst set of computer
' 2 *
data is acquired that represents a model of an organization of people having fundamental components, such as processes or
5’655’ll8 A *
t'é'l'l"""""""""" " 8/1997 Heindel et a1"
6,006,195 A * 12/1999 Marchak et a1, 6,067,548 A * 5/2000 Cheng ..._ ........... ..
2 i ,
ABSTRACT
6,442,557 B1 *
6,670,973 B1 *
capabilities, that are represented in the ?rst set of computer data by data items. The ?rst set ofcomputer data is associated with a second set of computer data that represents a portfolio
Z
of management concepts, such as management goals. A
90001 Taylor et a1‘ 3/2002 Goossens et a1‘
I1:I41It1k1?W1°Z et a1~ ~
‘ 709/224 705/30
report ofmanagement concepts 1s rssued based on the second set ofcomputer data and is sorted by fundamental component.
8/2002
. 707/102
,
6,292,830 B1 * 6,356,880 B1 *
R
,,,,,, ,, 705/9 707/ 103 R
0
ani
...... ..
Buteau et a1. ..
.
~
12/2003 Hill et al. .................... .. 715/853
-
21 Claims, 40 Drawing Sheets
THE AGILE MANAGER GOAL HIERARCHY LIST OF STRATEGIC
IMPLEMENTATION PLAN, AND UNASSOCIATED
I
I——|| Li
PLAN
GOAL
ALLOWS USER TO ASSESS
ALLOWS USER TO SEE GOALS
ASPECTS OF THE BUSINESS, H AND PROJECTS ASSOCIATED 6
STATUS
I
ALERTS
ALLOWS USER TO SEE
SHOWS THE USER ANY
GOALS AND PROJECTS
__, CHANGES THAT HAVE
TO DO GAP ANALYSIS AND TO CREATE NEW GOALS AND PROJECTS
WITH DOMAINS, COSTS, PAYBACK, PRIORITY AND DUE DATE
ASSOCIATED WITH OWNER, RISK, STATUS STAGE AND DUE DATE
THE AGILE COMPANY
THE AGILE BASELINE
AGILE KNOW-HOW
ALLOWS USER TO EVALUATE PRACTICES AGAINST THE 20 HIGH PERFORMANCE TRAITS AND PROJECTS
ALLOWS USER TO EVALUATE ADEGIUACY OF ASPECTS OF THE BUSINESS AGAINST PERFORMANCE CRITERIA
ALLOWS USER TO ACCESS CUSTOMIZED KNOWLEDGE, INSIDE OR OUTSIDE, IN THE CONTEXT OF GOALS AND PROJECTS
OCCURRED IN GOALS AND PROJECTS THEY WANT TO FOLLOW
US 8,095,413 B1 Page 2 OTHER PUBLICATIONS
Board et al., High-end Project Managers, InfoWorld, Feb. I, 1993, p. 61-69 [ProQuest].* Zimmerman, Software Review-Open Plan 5.0 Upgrade, Cost Engi neering, vol. 13, Issue 12, Dec. 1993, p. ll [ProQuest].* Prototyping a Project Master Data Base for Software Engineering
Environments by Maria Penedo, Association for Computing Machin ery, l986.*
Boeing 777. NetScore.
Software Marketing Camp ’98. The Solution iIDenterprise.
IDpipeline. IDproj ectview.
IDthroughput. IDaction?ow.
IDpractices.
Web Based Agile Software Development by Mikio Aoyama, IEEE Software, Nov/Dec. 1998, p. 56-65.*
How to Build A Corporate Portal.
Balanced Scorecard Solutions.
Tools Help Build Coporate Portals.
Automating The Balanced Scorecard.
Frequently Asked Questions. The Next Generation.
Dynacard Conceptual Framework.
Portals Hit the Enterprise.
Balanced Scorecard Bene?ts Executive Education. Tools to Give the Executive Meaningful Information.
Home on the Web.
Organizer 97 GSiKey Bene?ts and Features. AbstractiFive Steps to Ensure Project Success. Five Steps to Ensure Project Success. X-Pert Project Management Software. Micro Planner Manager.
Web PortalsiHome on the Web.
Renaissance Balanced Scorecard. Janus CentreiWhat’s New Q&A.
Verity and Yahoo! Inc. Sian Distribution Agreement.
The Mindset Questionnaire. The Agility OuiZ. Interactive Tools.
Editors’ Choice-Excite.
Epicentric. Epicentric4Overview. PorteraiServicePort. Plumtree takes root.
Knoth, “Tools for Collaborative World”, Computer-Aided Engineer ing: Apr. 1997. * cited by examiner
US. Patent
Jan. 10, 2012
Sheet 3 0f 40
US 8,095,413 B1
[& ?leAgile EditManager \?ew go I Hierarchy Qommunicator Listing ?elp - Netscape
‘J ?g Bookmarks [a Location I httpJ/psdemocinteractive.comJagililyO005/amlgoals_hierachy.jsp7null
Goals
{
> Plan
1
L
( > Administer)
I Hierarchy [2]
' \
Associated Goals
|E|
Archieve a 20% R01
Revisit our product pricing strategy Reduce our AR to under 60 days
Build a sales forcsting capability Expand business with most profitable customers
Deepen relationships with high net worth clients Have pro?table products for every segment Implement highly scaleable and efficient processes Build a RFP/Proposal response capability
Reduce product development cycle by 6 months Develop a web-based customer self service strategy Build an lntemet savvy design and install team Implement self service account maintenance Select an E-commerce consulting ?mt
__l
Develop an RFP for professional services support Perform reference checks on short list of PS ?rms Perform xyz
Implement self service technical help desk internet strategy I:
provide global infomtation establish business in new market
build something
“DocumentDone
E d9
Fig. 3
4
US. Patent
Jan. 10, 2012
Sheet 4 0f 40
US 8,095,413 B1
/ SENIOR EXECUT'VE
SET DIRECTION PRIORITIZE INvESTMENTS IMPROVE PERFORMANCE
FOCUS ON STRATEGIC ISSUES
MANAGERS THE AGILITY
MANAGE INITIATIVES LEAD SUCCESSFUL CHANGE
MANAGEMENT PROGRAM THE AGILE MANAGER THE AGILE COMPANY
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CREATE INNovATIvE SOLUTIONS
TEAMS
COORDINATE WORK ACHIEVE BUSINESS BENEFITS
THINK LIKE OWNERS
INDIVIDUAL
LINK T0 CORPORATE GOALS GROW AND SuccEED
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US 8,095,413 B1
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US 8,095,413 B1
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Jan. 10, 2012
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US 8,095,413 B1
| Values Title
Business development assesment
Subtitle
current situation vs. desired state
Show Average
Top Value
1 points
7
Number of 6
Average
Value
Label
5
3
business people vs. iust sales people
6.5
2.5
sell solutions not just products
OK
7
4
customer vs. internally focused
Cance|
6
3.5
business makers vs. order takers
Clear
5
4
profitability vs. sales focused
6
4.5
deal well at senior vs. just technical level
5.5
4
world class vs. unacceptable service
7
3
build value based client relationships
0
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0
Ho
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Fig. 10
US. Patent
Jan. 10, 2012
Sheet 12 0f 40
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Expand business with most profitable customers Cross sell and up sell our products to our existing client base from a position of strength.
@till Domain
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3222/6 Gap [1
Environmental Market Trends
E E:
Competitors
E L
Technical Innovation
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Regulatory
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Customers
[E
Relationships
Deepen relationships with high net worth
10/10
0
‘E
6/10
4
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slim Products
Have pro?table products for oveg segment
Services Processes
E: [1
Core Processes
Add
Product Development n
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US 8,095,413 B1
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Expand business with most profitable customers
IE
Parent Goal:
Owner: Doug Heaven objective
Domain: Customers
Cross sell and up sell our products to our
Status: Onot started
existing client base from a position of
Due Date: 0910‘199
strength.
Actual Goal:
History
Desired Goal:
(04/ 14/99) SubProject - Added subproject:
Gap:
Identify clients with the greatest S opportunity.
P vori
(04/14/99) SubProject - Added subproject: Have
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pro?table products for every segment
Hlskl 3
(04/l3l99) Date - Target date changed to 09/0I/99.
Stage; Anulysis/Asscssmcm
(04ll3/99) Create - Project created.
Investment: SIZS'OOO'OO
Payback: $l6.750.000.00
Agile Manager
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AHECument Done
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Fig. 13
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Jan. 10, 2012
US 8,095,413 B1
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Payback Priority Due
Environmental New Goal
_
-
5
-
Competitors Find new company or spin off threats
5.000
50,000
5
lOw
Monitor competitive moves around the Internet Technical Innovation
5,000
50,000
3
8w
new internet strategy
_
_
5
-
Customers
Expand business with most profitable customers
l25.000 l6.750.000
5
l7w
increase visibility
Relationships Ask clients about our perceived competencies
l0.000
Deepen relationships with high net worth clients
750.000 5.000.000
Understand recent competitive wins
1.000
500,000
Iw
6w
[0,000
4w
Products
Have pro?table products for every segment
75.000
250,000
Resell our back of?ce processing capabilities
50.000
250.000
Revisit our product pricing strategy
20,000
I 500,000
5
6w
450.000 2,800.000
4
2lw
5
34w 2| w
Services Develop a web-based customer self service strategy
till
I I Document Done
Fig. 16
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show Columns for: ‘MI I Cost
Payback Priority E
Build an Internet savvy design and install team
1,000,000
5,000,000
4
-5w
increase auto adjudication rates
1.000.000
1.250000
5
86w
750,000 555.555
5,000,000 2.000.000
5
6w
5
34w
Develop a web-based customer self service strategy
450,000
2,800,000
4
21w
Implement highly scaleable and ef?cient processes
450.000
1.250000
5
30w
Select an E-commerce consulting ?rm
300,000
1,000,000
4
4w
Achieve a 20% R01
250.000
1.250000
5
34w
Deepen relationships with high net worth clients Increase our technology R&D capability
d
El [El]
i
Develop an RFP for professional services support
250,000
1.000.000
5
-3w
Recruit and hire world class industry talent Reduce product development cycle by 6 months
250.000 250,000
1.000.000 500,000
5 4
34w 17w
Implement GSTP by yearend
150.000 10,000,000
5
34w
Expand business with most pro?table customers
125.000 16.750000
5
17w
6w
Implement selfscrvice technical help desk
85.000
100,000
4
Build a RFP/Proposal response capability
75,000
100.000
4
8w
Have pro?table products for every segment
75.000
250,000
5
34w
Implement self service account maintenance
65.000
2.000.000
4
1w
Resell our back office processing capabilities
50,000
250,000
3
21w
Build a sales forecasting capability
35.000
100.000
4
12w
Revisit our product pricing strategy
20,000
1,500,000
5
6w
HDiument Done
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US. Patent
Jan. 10, 2012
Sheet 18 0f 40
US 8,095,413 B1
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0 Ask clients about our
5
Owner Doug Beuven
perceived comEtencies Q Develo a web-based
Status
Due
not started
lw
Gathering 5
Joe Smith
customer seli service strategy
0 Find new comgany or 52in off
Stage Requirements
1
Requirements
on track
2|w
Gathering
5
Doug Beaven
Implement
not started
lOw
0 lmglement GSTP by yenrend
5
Doug Beaven
Analysis/Assessment
on track
34w
@ Im lement self service technical
5
Mike Jones
Business Case
0n truck
6w
threztL§
helQ desii
Development
0 Increase out technolot7 R&D
5
Joe Smith
Prototype
O lncrense visibility
5
chris eurmn
~
not started
»
0 New Qoal
5
Doug Beaven
-
not started
4
caga?tltty
not started
34w
O Perfonn xzz
5
Doug Beuven
-
not started
9 Recruit and hire world class
5
Doug Beaven
Roll-out
on track
34w
Q Reduce our AR to under 60
5
Doug Beuvcn
Implement
off track
8w
0 Understand recent comEtive 'wins
5
Mike Jones
Analysis/Assessment
on track
4w
a increase auto adjudication rates
5
Doug Beaven
Build
on track
86w
0 internet some
5
Doug Beztven
-
not started
industry talent
days
1:
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