Patent ID: 11966937
Assignee: EMC IP HOLDING COMPANY LLC
Field: IT methods for management (Electrical engineering)
Classification: CPC G | IPC G

Claim 0:
1. A method for identifying offline accounts for online adoption targeting, the method comprising:
obtaining, by an offline account targeting device, an account group data set corresponding to an account group, wherein the account group data set comprises at least one selected from a group consisting of revenue data associated with a service, yearly growth data, expected sales data, a type of an account, a number of total sales, a distinct product line of revenue, and a purchasing frequency,
wherein the offline account targeting device is a computing device (CD) that comprises at least first integrated circuitry (IC) and a first physical network port (PNP) to perform computer implemented services for a user,
wherein the account group data set is obtained from a data source that is a second CD that comprises at least second IC and a second PNP to provide the account group data set to the CD,
wherein the data source is operatively connected to the offline account targeting device via a wireless network, and
wherein the account group data set is obtained via the network;

generating, using the account group data set, an enhanced account group data set comprising the account group data set and a derived data item;
obtaining, using a machine learning (ML) model and the enhanced account group data set, a key metric set, wherein the ML model is used to produce a measure of importance for each data item in the key metric set;
performing a clustering analysis using the key metric set and a portion of the enhanced account group data set to obtain a plurality of account clusters;
prioritizing, based on a revenue per sale, a second purchasing frequency, a number of accounts in a cluster, and a type of a second account, the plurality of account clusters to obtain a prioritized plurality of account clusters;
assigning a weight to a second cluster of the prioritized plurality of account clusters;
performing a similarity computation for an offline account of the account group in the second cluster using the key metric set and the portion of the enhanced account group data set to obtain a weighted similarity score;
adding the weighted similarity score to a ranked list of weighted similarity scores; and
providing the ranked list to the user,
wherein the providing comprises displaying, via a graphical user interface, at least a portion of the ranked list and additional information to the user,
wherein the ranked list comprises a ranking of a set of offline accounts based on a priority to target each of the set of offline accounts for online adoption,
wherein a higher ranked offline account in the ranked list becomes a target for the online adoption,
wherein the set of offline accounts comprises the offline account, and
wherein the ranked list is used by the user to target a manager of the offline account.