Patent ID: 7668742

Claim:
A process using an on-line data gathering tool for evaluating a general procurement and accounts payable system of a customer, said process implemented by a machine, said process comprising: said machine maintaining a playbook database, said playbook database comprising a plurality of templates of information relating to said evaluating said general procurement and accounts payable system, said plurality of templates being particularized for said customer; said machine displaying a playbook summary view, said playbook summary view comprising a folders and views section, a task title display and selection area, a summary task creation button, and a detailed task creation button, said folders and views section including category buttons that, when selected, cause execution of tasks associated with said evaluating and on-going supporting said general procurement and accounts payable system for said customer, said tasks including gathering data describing requirements of said customer for procurement and data describing currently used tools and processes for satisfying said requirements; and gathering data from said customer which describes a cost for future years of continuing with said currently used tools and processes; designing and deploying a new system including alternative tools and processes satisfying said requirements; and thereafter auditing an operation of said new system using said on-line data gathering tool to provide performance data to said customer; said task title display and selection area adapted to include buttons for selecting tasks pertinent to categories of said tasks, said buttons for selecting tasks identifying said tasks which may be so selected, said buttons for selecting tasks adapted to be displayed in said task title display and selection area in response to a selection of a button of the category buttons; said machine displaying a summary task template of said plurality of templates for a selected first task of tasks identified in said task title display and selection area, said summary task template being displayed in response to a selection of said summary task creation button, said summary task template including summary parameters of said selected first task; and said machine displaying a detailed task template of said plurality of templates for a selected second task of tasks identified in said task title display and selection area, said detailed task template being displayed in response to a selection of said detailed task creation button, said detailed task template including detailed parameters of said selected second task.