Method and system for implementing workflows and managing staff and engagements

US9779386B2 · kind B2 · utility

Assignee

• Thomson Reuters Global Resources Unlimited Company · CH

Inventors

• N. Frank Swierz, III · Saline, US
• Jon Baron · Dexter, US
• Brian D. Vroom · Ann Arbor, US
• Mark Powell · Crawfordsville, US
• Randall Loughridge · Pinckney, US
• Stephen Perreault · Brooklyn, US
• Stephanie J. Black · Grapevine, US
• Todd Denlinger · Leander, US
• Kenneth Koskay · Southlake, US
• Greg Poirier · Pinckney, US

Key dates

• Filing date: Jun 27, 2011
• Grant date: Oct 3, 2017
• Expiry date: Dec 16, 2032

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q50/205
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

The present invention relates to software and a method of use for implementing workflows and managing engagements and staff. More particularly, the present invention relates to a software module tracking data of staff, engagements and workflows and a method of using such data in the management of staff and assignment of tasks. Information concerning employees is input into a database by the manager and the employees, and is tracked therein. The information concerning an employee includes an employee's availability, ability and experience. Workflow/Task information is input into the database when either a client makes a request for service of the business, or a workflow/task internal to the business is needed to be performed. Task information includes the nature of the work and deadlines. Task information is compared to the employee information. A list is automatically generated naming the employees best suited to the mandate of the task. The manager then chooses a name from the top of the list and assigns the task to that employee.