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1. 发明授权

US07756901B2 Horizontal enterprise planning in accordance with an enterprise planning model 失效
标题翻译：横向企业规划按照企业规划模式
公开(公告)号：US07756901B2
公开(公告)日：2010-07-13
申请号：US10370182
申请日：2003-02-19
申请人： Adam Thier
发明人： Adam Thier
IPC分类号： G06F17/00
CPC分类号： G06Q10/10 , G06Q10/063 , G06Q10/06375
摘要： In general, the invention is directed to enterprise planning techniques for developing an enterprise planning model that incorporate horizontal as well as vertical planning techniques. A subset of analysts associated with a common node of an enterprise hierarchy may define an enterprise planning session for the node that incorporates a plurality of enterprise planning activities. For example, a first analyst may define a sub-model for revenue planning and a second analyst may define a sub-model for salary planning. The enterprise planning system automatically aggregates the sub-models defined by subsets of analysts to obtain an enterprise-wide planning model. In this manner, the set of analysts may define an enterprise planning model that may allow large, diverse organizations to establish planning standards for multiple planning activities across dozens or hundreds of business units.
摘要翻译：一般来说，本发明涉及用于开发包含水平和垂直规划技术的企业规划模型的企业规划技术。与企业层级的公共节点相关联的分析人员的子集可以为包含多个企业规划活动的节点定义企业规划会话。例如，第一分析师可以定义收入计划的子模型，第二个分析师可以定义薪金计划的子模型。企业规划系统自动聚合分析人员子集定义的子模型，以获得企业范围的规划模型。以这种方式，一组分析师可以定义一个企业规划模型，可以允许大型，多样化的组织为数十个或数百个业务部门的多个规划活动建立规划标准。

2. 发明授权

US07111007B2 Real-time aggregation of data within a transactional data area of an enterprise planning environment 有权
标题翻译：在企业规划环境的事务数据区域内实时数据汇总
公开(公告)号：US07111007B2
公开(公告)日：2006-09-19
申请号：US10855634
申请日：2004-05-27
申请人： Adam Thier , Jon M Sandles , George Duncan Pearson , Michael Gould
发明人： Adam Thier , Jon M Sandles , George Duncan Pearson , Michael Gould
IPC分类号： G06F17/30
CPC分类号： G06F17/30489 , G06F19/00 , Y10S707/99945
摘要： An enterprise business planning system includes a database having a relational data area and a transactional data area, and a server to store within the transactional data area contribution data received from a set of enterprise contributors. The server publishes the contribution data from the transactional data area to the relational data area. The transactional data area may include a set of contribution slots and a set of aggregations slots hierarchically related in accordance with an enterprise model. The relational area includes a set of related tables defined in accordance with the model. The transactional data area supports real-time interaction with the enterprise contributors, while the relational data area allows detailed statistical analysis and report generation.
摘要翻译：企业业务规划系统包括具有关系数据区域和事务数据区域的数据库，以及存储在从一组企业贡献者接收的事务数据区域贡献数据内的服务器。服务器将贡献数据从事务数据区域发布到关系数据区域。事务数据区域可以包括一组贡献时隙和一组根据企业模型分级相关的聚合时隙。关系区域包括根据模型定义的一组相关表。事务数据区域支持与企业贡献者的实时交互，而关系数据区域允许详细的统计分析和报告生成。

3. 发明申请

US20060155596A1 Revenue forecasting and sales force management using statistical analysis 审中-公开
标题翻译：收入预测和销售人员管理采用统计分析
公开(公告)号：US20060155596A1
公开(公告)日：2006-07-13
申请号：US11373888
申请日：2006-03-13
申请人： Adam Thier
发明人： Adam Thier
IPC分类号： G06F17/30
CPC分类号： G06Q10/04 , G06Q30/0201
摘要： The invention is directed to statistically quantifying sales opportunities in order to forecast revenue and generate solution-oriented sales plans. The system includes a database of business opportunities and associated conditions. The database represents a mathematical model, such as a Bayesian model, where the conditions and business opportunities are represented as objects within the model. A statistical engine analyzes the database and generates a probability set indicating the probability of successfully achieving the business opportunities. A network interface allows a user, using a remote computer, telephone or personal digital assistant (PDA), to communicate with the system and input data, such as the status of the particular conditions. The statistical engine adaptively adjusts the model. A marketing engine generates a sale plan as a function of the probability set. The sales plan includes a list of activities necessary to achieve each business opportunities. A reporting engine generates a revenue report as a function of the probability set.
摘要翻译：本发明旨在统计量化销售机会，以便预测收入并产生面向解决方案的销售计划。该系统包括商业机会数据库和相关条件。数据库表示一个数学模型，例如贝叶斯模型，其中条件和商业机会被表示为模型中的对象。统计引擎分析数据库，并生成表示成功实现商机的可能性的概率集。网络接口允许用户使用远程计算机，电话或个人数字助理（PDA）与系统进行通信并输入数据，例如特定条件的状态。统计引擎自适应调整模型。营销引擎根据概率集生成销售计划。销售计划包括实现每个商业机会所需的活动清单。报告引擎根据概率集生成收入报告。

4. 发明授权

US06768995B2 Real-time aggregation of data within an enterprise planning environment 有权
公开(公告)号：US06768995B2
公开(公告)日：2004-07-27
申请号：US10262591
申请日：2002-09-30
申请人： Adam Thier , Jon M Sandles , George Duncan Pearson , Michael Gould
发明人： Adam Thier , Jon M Sandles , George Duncan Pearson , Michael Gould
IPC分类号： G06F1700
CPC分类号： G06F17/30489 , G06F19/00 , Y10S707/99945
摘要： An enterprise business planning system includes a database having a relational data area and a transactional data area, and a server to store within the transactional data area contribution data received from a set of enterprise contributors. The server publishes the contribution data from the transactional data area to the relational data area. The transactional data area may include a set of contribution slots and a set of aggregations slots hierarchically related in accordance with an enterprise model. The relational area includes a set of related tables defined in accordance with the model. The transactional data area supports real-time interaction with the enterprise contributors, while the relational data area allows detailed statistical analysis and report generation.

5. 发明申请

US20160132907A1 METHODS, SYSTEMS, AND APPARATUS FOR DATA FORECASTING 审中-公开
标题翻译：数据预测的方法，系统和设备
公开(公告)号：US20160132907A1
公开(公告)日：2016-05-12
申请号：US14535621
申请日：2014-11-07
申请人： Laura DiTomasso , Adam Thier , Monica Bhat , Matthew Harrison
发明人： Laura DiTomasso , Adam Thier , Monica Bhat , Matthew Harrison
IPC分类号： G06Q30/02
摘要： Methods, systems, and computer program products for generating a business forecast are described. A specification of a precision level of a forecast is obtained. Data that satisfies the specified precision level of the forecast is identified and a forecast based on the identified data that satisfies the specified precision level of the forecast is generated.
摘要翻译：描述了用于生成业务预测的方法，系统和计算机程序产品。获得预测精度级别的规格。确定满足预测的指定精度级别的数据，并生成基于满足预测的指定精度级别的识别数据的预测。

6. 发明授权

US07155398B2 Cascaded planning of an enterprise planning model 有权
标题翻译：企业规划模型的级联规划
公开(公告)号：US07155398B2
公开(公告)日：2006-12-26
申请号：US10370183
申请日：2003-02-19
申请人： Adam Thier
发明人： Adam Thier
IPC分类号： G06Q10/00
CPC分类号： G06Q10/10 , G06Q10/063
摘要： In general, the invention is directed to techniques for developing an enterprise planning model in cascaded planning stages. For example, an enterprise planning system receives data that defines an enterprise planning session from a set of analysts in cascaded planning stages. The analysts associated with each subsequent planning stage refine the enterprise planning model defined by analysts associated with previous planning stages. In this manner, the set of analysts may define an enterprise planning model that may allow large, diverse organizations to establish planning standards across dozens or hundreds of business units, while allowing the business units to extend the planning standards to further refine the planning sessions.
摘要翻译：通常，本发明涉及在级联规划阶段中开发企业规划模型的技术。例如，企业规划系统从级联规划阶段的一组分析人员接收定义企业规划会话的数据。与每个后续规划阶段相关的分析师都会改进与以前规划阶段相关的分析师定义的企业规划模型。以这种方式，一组分析师可以定义一个企业规划模型，可以允许大型，多样化的组织在数十个或数百个业务部门之间建立规划标准，同时允许业务部门扩展规划标准以进一步完善规划会话。

7. 发明授权

US09691105B2 Analyzing calendar to generate financial information 有权
公开(公告)号：US09691105B2
公开(公告)日：2017-06-27
申请号：US14254658
申请日：2014-04-16
申请人： Adam Thier , Monica Bhat , Laura DiTomasso , Matthew Harrison
发明人： Adam Thier , Monica Bhat , Laura DiTomasso , Matthew Harrison
IPC分类号： G07B17/00 , G07F19/00 , G06Q40/00 , G06Q10/10
CPC分类号： G06Q40/12 , G06Q10/109 , G06Q40/10
摘要： Techniques of analyzing a calendar to generate financial information are disclosed. In some embodiments, scheduled event data for at least one scheduled event is extracted from an electronic calendar. The scheduled event data can comprise corresponding time data and text for each one of the at least one scheduled event. A financial accounting entry for each one of the at least one scheduled event can be generated based on the extracted scheduled event data. The financial accounting entry can comprise an electronic record of business-related activity that can be used for a financial accounting purpose. Generating the financial accounting entry can comprise populating the financial accounting entry using the time data of the corresponding scheduled event.

8. 发明申请

US20150302531A1 ANALYZING CALENDAR TO GENERATE FINANCIAL INFORMATION 有权
标题翻译：分析日历生成财务信息
公开(公告)号：US20150302531A1
公开(公告)日：2015-10-22
申请号：US14254658
申请日：2014-04-16
申请人： Adam Thier , Monica BHAT , Laura DITOMASSO , Matthew HARRISON
发明人： Adam Thier , Monica BHAT , Laura DITOMASSO , Matthew HARRISON
IPC分类号： G06Q40/00
CPC分类号： G06Q40/12 , G06Q10/109 , G06Q40/10
摘要： Techniques of analyzing a calendar to generate financial information are disclosed. In some embodiments, scheduled event data for at least one scheduled event is extracted from an electronic calendar. The scheduled event data can comprise corresponding time data and text for each one of the at least one scheduled event. A financial accounting entry for each one of the at least one scheduled event can be generated based on the extracted scheduled event data. The financial accounting entry can comprise an electronic record of business-related activity that can be used for a financial accounting purpose. Generating the financial accounting entry can comprise populating the financial accounting entry using the time data of the corresponding scheduled event.
摘要翻译：公开了分析日历以生成财务信息的技术。在一些实施例中，从电子日历中提取用于至少一个调度事件的调度事件数据。所调度的事件数据可以包括对于所述至少一个调度事件中的每一个的对应的时间数据和文本。可以基于提取的调度事件数据来生成至少一个调度事件中的每一个的财务记帐条目。财务会计条目可以包括可用于财务会计目的的与业务有关的活动的电子记录。生成财务会计条目可以包括使用相应的预定事件的时间数据填充财务会计条目。

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