Source: http://www.google.com/patents/US20050137920?ie=ISO-8859-1&dq=6,712,702
Timestamp: 2014-09-20 08:31:48
Document Index: 556082146

Matched Legal Cases: ['art 4600', 'art 4600', 'art 4606', 'art 4606', 'art 4600', 'art 4600', 'art 4600', 'art 4600', 'art 4600', 'art 4600', 'art 4600']

Patent US20050137920 - Information technology enterprise manager and product portfolio manager ... - Google PatentsSearch Images Maps Play YouTube News Gmail Drive More »Sign in<nobr>Advanced Patent Search</nobr>PatentsThis document discusses, among other things, an information technology (IT) enterprise manager system. In one example, the system includes data groups organized into IT Services, IT Resources, and IT Consumers data groups. The IT Resources data group may include one or more of an IT Applications data...http://www.google.com/patents/US20050137920?utm_source=gb-gplus-sharePatent US20050137920 - Information technology enterprise manager and product portfolio manager application moduleAdvanced Patent SearchPublication numberUS20050137920 A1Publication typeApplicationApplication numberUS 10/745,837Publication dateJun 23, 2005Filing dateDec 22, 2003Priority dateDec 22, 2003Also published asUS8549036Publication number10745837, 745837, US 2005/0137920 A1, US 2005/137920 A1, US 20050137920 A1, US 20050137920A1, US 2005137920 A1, US 2005137920A1, US-A1-20050137920, US-A1-2005137920, US2005/0137920A1, US2005/137920A1, US20050137920 A1, US20050137920A1, US2005137920 A1, US2005137920A1InventorsStephen O'Connor, Thomas NiermannOriginal AssigneeItm SoftwareExport CitationBiBTeX, EndNote, RefManReferenced by (20), Classifications (6), Legal Events (5) External Links: USPTO, USPTO Assignment, EspacenetInformation technology enterprise manager and product portfolio manager application moduleUS 20050137920 A1Abstract This document discusses, among other things, an information technology (IT) enterprise manager system. In one example, the system includes data groups organized into IT Services, IT Resources, and IT Consumers data groups. The IT Resources data group may include one or more of an IT Applications data group, an IT Assets data group, an IT Staff Data group, and an IT Vendors data group. The IT Consumers data group may include one or both of a Business Processes data group and an IT Clients data group. Information in one data group may use a link to other information in another data group. In one example, the system provides tools and methods for managing a portfolio IT projects through various phases of their lifecycles, such as during project definition, establishing a business case for the project, project design and implementation, and/or project wrap-up. For example, the system may provide user interface displays and report generation that permit the user to compare different projects, such as using business value, probability of success and/or other factors for performing the comparison. Images(47) Claims(72)
These examples of questions are merely illustrative; the actual number and nature of such questions may vary. Project Prioritization Example An example of the PPM screen 3000 with the Projects screen 3010 active was illustrated in FIG. 30. FIG. 42 is a user interface screenshot illustrating an example of the PPM screen 3000 with a Prioritization screen 4200 active, such as by selecting the Prioritization tab on the PPM screen 3000. The example of FIG. 42 illustrates a list of projects filtered by a user-selected Organizational Unit. The projects are listed in order of their priority. In this example, each project listed includes one or more of its priority, its expected value, its name, its state, its total budget expense, its return on investment (ROI), its business value, the date by which its completion is needed, and/or user-navigable related links. The prioritization screen 4200 includes a �Modify Priorities� button 4202 that permits a user to prioritize projects that haven't previously been prioritized, to reprioritize projects, or both. In one example, the prioritization depends in part on the project state (e.g., projects having a project state such as �Cancelled,� or �Completed,� are not included in the prioritization). FIG. 43 is a user interface screenshot illustrating an example of a Priority Summary screen 4300 for a particular IT project (e.g., �AP Matching Report�). In one example, display of the Priority Summary screen 4300 is obtained by selecting a particular one of the projects listed on the Prioritization screen 4200. The Priority Summary screen 4300 lists how a particular IT project has been prioritized by different organizational groups. The illustrative example of FIG. 43 depicts a situation where the project priority in an organizational unit is out of alignment with priority for the same project in its parent organizational unit. More particularly, the priority for the AP Matching Report project in the Accounts Payable organizational unit is 2 out of a total of 2 projects. In the parent Finance organizational unit, the priority for the project is 1 out of a total of 10 projects. Communicating this discrepancy to the individuals responsible for setting priorities in these two organizational units allows them to bring the project's priorities into alignment. Project Analysis Overview Examples of the PPM screen 3000 with the Projects screen 3010 active and the Prioritization screen 4200 active were illustrated in FIGS. 30 and 42, respectively. FIG. 44 is a user interface screenshot illustrating an example of an �Analysis� screen 4400, the display of which can be triggered, in one example, by selecting the �Analysis� button 3004 on the PPM screen 3000. The Analysis screen 4400, and related functionality, assists the user in assessing the relative value of IT projects that make up the user's portfolio of IT projects. Among other things, the Analysis screen 4400 provides filters that permit the user to view the portfolio of IT projects from different perspectives. This allows the user to concentrate on one or more precise subsets of the portfolio of IT projects. In one example, the filters include Personal filters 4402, defined by the user, and System filters 4404 that are predefined for the user. Project Filtering Example FIG. 45 is a user interface screenshot illustrating an example of a �New Filter� screen 4500 that permits the user to enter various filtering parameters for filtering IT projects. In one example, the user-definable filtering options for filtering IT projects includes basic filtering options, financial filtering options, alignment filtering options, and/or clients and IT staff filtering options, such as one or more of the following: (a) A filter Name that identifies the particular combination of filtering selections. (b) A filter Description that stores descriptive information about the filter, if desired. (c) One or more Organizational Units for filtering IT projects. In one example, a specified organizational unit filter parameter links to such information in the IT Consumers data group 206 arid/or the IT Clients data group 310, as appropriate. (d) One or more Schedule Health parameter values (as discussed above) for filtering IT projects. In one example, a schedule health parameter links to such information in an IT Projects data group 2900. (e) One or more project State parameter values (as discussed above) for filtering IT projects. In one example, a project state parameter links to such information in an IT Projects data group 2900. (f) One or more Justification category parameter values (as discussed above) for filtering IT projects. In one example, a justification category parameter links to such information in an IT Projects data group 2900. (g) A One Time Project Cost range for filtering IT projects according to the one time cost associated with implementing the project. (h) A Sustaining Cost range for filtering IT projects according to the continuing costs associated with sustaining the project after it has been implemented. (i) A Total Cost of ownership range for filtering IT projects according to the sum of the project's one time costs and the continuing costs over the life of the implemented IT project. In a further example, the future costs are optionally expressed in terms of a present value of such future costs. (j) A Total Benefit of ownership range for filtering IT projects according to the benefit expected to be derived over the life of the implemented IT project. In a further example, the future benefits are optionally expressed in terms of a present value of such future benefits. (k) A Return On Investment (ROI) range for filtering IT projects according to the project's predicted ROI. In one example the ROI for a particular IT project is calculated using information entered about the expected benefit of a project along with information entered about the projected expenditures of the IT project. (l) One or more Organizational Objective parameter values (as discussed above) for filtering IT projects according to organizational objectives. In one example, an organizational objective parameter links to such information in an IT Consumers data group 206 and/or an IT Clients data group 310. (m) One or more Business Process parameter values (as discussed above) for filtering IT projects according to business processes of the organization. In one example, a business process parameter links to such information in an IT Consumers data group 206 and/or a Business Processes data group 308. (n) One or more Application Instance parameter values (as discussed above) for filtering IT projects according to application instances used by the organization in one example, an application instance parameter links to such information in an IT Resources data group 204 and/or an IT Applications data group 300. (o) One or more Application-Interface Instance parameter values (as discussed above) for filtering IT projects according to application interface instances used by the organization. In one example, an application interface parameter links to such information in an IT Resources data group 204 and/or an IT Applications data group 300. (p) One or more IT Asset parameter values (as discussed above) for filtering IT projects according to IT assets of the organization. In one example, an IT asset parameter links to such information in an IT Resources data group 204 and/or an IT Assets data group 302. (q) One or more IT Services parameter values (as discussed above) for filtering IT projects according to IT services provided to or within the organization. In one example, an IT services parameter links to such information in an IT Services data group 202. (r) One or more Region parameter values (as discussed above) for filtering IT projects according to regions of the organization that are affected by the IT project. In one example, a Region parameter links to information in one or more of the IT Consumers data group 206, the IT Business Processes Data group 308, and/or the IT Clients data group 310. (s) One or more Vendor parameter values (as discussed above) for filtering IT projects according to vendors that are involved with the IT project. In one example, a Vendor parameter links to information in the IT Resources data group 204 and/or the IT Vendors data group 306. (t) One or more Project Manager parameter values (as discussed above) for filtering IT projects according to the Project Manager of the IT project. In one example, a Project Manager parameter links to information in the IT Resources data group 204 and/or the IT Staff data group 304. (u) One or more IT Vendor Owner parameter values (as discussed above) for filtering IT projects according to IT vendor owners responsible for or otherwise associated with the IT vendors that are involved with the IT project. In one example, an IT Vendor Owner parameter links to information in the IT Resources data group 204 and/or the IT Vendors data group 306. (v) One or more IT Staff parameter values (as discussed above) for filtering IT projects according to IT staff personnel that are assigned to the IT project. In one example, an IT Staff parameter links to information in the IT Resources data group 204 and/or the IT Staff data group 304. (w) One or more Sponsor parameter values (as discussed above) for filtering IT projects according to an executive or other sponsor of the IT project. In one example, a Sponsor parameter links to information in one or more of the IT Consumers data group 206, the IT Clients data group 310, the IT Resources data group 204, and/or the IT Staff data group 304. (x) One or more Business Owner parameter values (as discussed above) for filtering IT projects according to Business Owner(s) of the IT project. In one example, a Business Owner parameter links to information in one or more of the IT Consumers data group 206 and/or the IT Clients data group 310. (y) One or more Business People parameter values for filtering IT projects according to business people assigned to the IT project. In one example, a Business People parameter links to information in one or more of the IT Consumers data group 206 and/or the IT Clients data group 310. Project Portfolio Value Analysis Example After the user has performed the desired filtering (if any) of the portfolio of IT projects, the PPM module 2800 then permits the user to display useful information about the filtered subset of IT projects to assist the user in evaluating such IT projects individually and/or in relation to other IT projects. FIG. 46 is a user interface screenshot illustrating an example of a Project Portfolio Value Analysis Chart 4600, which is also presented in tabular form as a Project Portfolio Analysis Table 4602. In the example of FIG. 46, the Project Portfolio Value Analysis Chart 4600 provides a bubble chart indicating an IT Project's �Probability of Success� on its X-axis 4604, and indicating the IT Project's �Business Value,� on its Y-axis 4606. Each �bubble� 4608 depicted on the chart 4606 depicts one of the filtered subset of IT projects. Positioning a mouse cursor over a particular bubble 4608 displays identifying information about the IT project represented by that bubble 4608 as well as the X and Y chart values of the particular bubble 4608. Clicking on the particular bubble using the mouse cursor displays the Project Summary screen for that particular IT project, which provides further details about that particular IT project. In FIG. 46, the chart 4606 includes a bubble size control parameter 4610 that permits the user to determine what the size of the bubbles 4608 represents. In the example illustrated in FIG. 46, bubble size represents the �Total Cost of Ownership� of the IT project, as discussed above. In one example, the bubble size control parameter 4610 is selected from a drop-down list that includes various predefined bubble size control parameter values, such as one or more of: a Total Budget Expense, Planned Expense, Planned Capital Expense, Actual Expense, Actual Capital Expense, Return on Investment (ROI), and/or Total Benefit. In one example, the bubbles 4606 are also color coded, such as to represent the schedule health (discussed above) of the particular IT project. The location of the bubbles 4608 on the chart 4600 is determined from the �Probability of Success� and the �Business Value� scores of the IT project. In one example, such scores are obtained, in turn, using answers to expected value and costibenefit questions in the �Business Case� portion of the project's lifecycle, as discussed above. The location of the bubbles 4608 on the chart 4600 provides guidance to the user for deciding whether to continue individual projects. Bubbles 4608 appearing in the upper right quadrant of the chart 4600 represent both a high business value and a high probability of success, and should likely therefore be pursued. Bubbles 4608 appearing in the lower left quadrant of the chart 4600 represent both a low business value and a low probability of success, and should likely therefore be re-evaluated to determine how to make such projects more attractive. Bubbles 4608 appearing in either the upper left quadrant of the chart 4600 or the lower right quadrant of the chart 4600 have a low probability of success or a low business value, respectively. Therefore, such projects should likely be reviewed by the portfolio manager. The Project Portfolio Value Analysis Table 4602 displays information about the same filtered subset of IT projects that are displayed on the chart 4600. In the example of FIG. 46, the information provided about each listed IT project includes one or more of the project name, the project state, the schedule health of the project, the organizational units associated with the project, the probability of success of the project, the business value of the project, the expected value of the project, the total cost of the project, the total benefit of the project, and/or the ROI of the project. Reporting Example In addition to the reporting already discussed above, the PPM module 2800 also provides project-specific filtering and reporting, such as one or more of the following predefined reports (e.g., in addition to customized reports generated by the user): (a) a Projects by Objective Report that sorts IT projects according to the organizational objective(s) associated with the project, and generates a report about the same. (b) a Projects by Importance Report that sorts IT projects according to their importance. In one example, the importance is determined using the Expected Value score (EV), discussed above. (c) A Project Details Report that provides detailed information about each IT project. It is to be understood that the above description is intended to be illustrative, and not restrictive. For example, the above-described embodiments (and/or aspects thereof) may be used in combination with each other. As another example, portions of the disclosed methods can be encoded into instructions residing on a computer-readable medium. Many other embodiments will be apparent to those of skill in the art upon reviewing the above description. The scope of the invention should, therefore, be determined with reference to the appended claims, along with the full scope of equivalents to which such claims are entitled. In the appended claims, the terms �including� and �in which� are used as the plain-English equivalents of the respective terms �comprising� and �wherein.� Moreover, in the following claims, the terms �first,��second,� and �third,� etc. are used merely as labels, and are not intended to impose numerical requirements on their objects. 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