Patent ID: 9672484
Date: 2017-06-06
CPC Classifications: G06Q

Claim:
1. A method of interfacing between a sales management system and a project planning system to increase reliability of the sales management system and the project planning system and reduce synchronization errors between the sales management system and the project planning system, comprising: receiving, by an interface on a server comprising one or more processors and a storage device having non-transitory computer readable memory, from the sales management system via a computer network using a communications protocol, data packets comprising a first data record including a sales order; parsing, by a schedule engine executed by the server, the first data record to identify a first product and a second product of the sales order, wherein: generating, by the schedule engine, a first schedule task corresponding to the first project task, and a second schedule task corresponding to the second project task; storing, by the schedule engine, the first schedule task in a first memory location of the storage device and the second schedule task in a second memory location of the storage device; determining, by the schedule engine, a first order of performance between the first schedule task and the second schedule task using a sequence of the first project task and the second project task included in a template retrieved from the storage device; combining, by the schedule engine using one or more shared libraries, the first schedule task from the first memory location and the second schedule task from the second memory location based on the first order of performance to populate a data structure with a first schedule phase; storing, by the schedule engine, the data structure with the first schedule phase in a third memory location of the storage device; generating, by the schedule engine, a second schedule phase with a third schedule task corresponding to the third project task, the second schedule phase including the at least one of the labor product, the parts product, and the agreements product; storing, by the schedule engine, the second schedule phase in a fourth memory location of the storage device; determining, by the schedule engine, a second order of performance between the first schedule phase and the second schedule phase; combining, by the schedule engine using the one or more shared libraries, the first schedule phase from the third memory location and the second schedule phase from the fourth memory location based on the second order of performance to create a schedule component stored in a second data record in a fifth memory location of the storage device; transmitting, by the interface via the computer network using the communications protocol, the second data record from the fifth memory location storing the schedule component to the project planning system for execution; and converting, by an estimation engine executing on the server, based on the schedule component created by the schedule engine, the sales order into a quote by generating a first quote for the first product and a second quote for the second product, the quote stored in a sixth memory location of the storage device.