Patent ID: 7707057

Claim:
A method for generating a service plan that describes a plurality of services and associated electronic workflow for a customer using a computer based system comprising the steps of: creating the service plan using the computer based system, the service plan including a plurality of structured sentences for each of a plurality of specific needs of a particular customer in an electronic storage area of the computer based system, wherein the plurality of structured sentences together form a part of the service plan, said plurality of structured sentences including structured sentences for services, each structured sentence for service identifying a needed service corresponding to one of the specific customer needs, wherein the step of creating the service plan includes the steps of automatically determining whether a draft of the service plan includes one or more structured sentences for service requiring one or more encounters between the customer and the service provider, and, if so, automatically re-evaluating and adjusting if needed any existing encounter itineraries for the customer and generating new encounter itineraries, wherein each encounter itinerary includes a list of scheduled and unscheduled events for the encounter, including where and when the customer is to go to at least certain ones of the events; and creating the electronic workflow using the computer based system, the electronic workflow being different from and in addition to the service plan, the electronic workflow adapted to assist in providing each needed service, the step of creating the electronic workflow including the step of the computer based system using each structured sentence for service to create a workflow process instance for each needed service, wherein at least certain ones of the workflow process instances include a plurality of tasks corresponding to steps for providing one of the services to the particular customer, which one service relates to the corresponding structured sentence for service.