Invention Grant
- Patent Title: Method and system for implementing workflows and managing staff and engagements
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Application No.: US13170120Application Date: 2011-06-27
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Publication No.: US09779386B2Publication Date: 2017-10-03
- Inventor: N. Frank Swierz, III , Jon Baron , Brian Vroom , Mark Powell , Randall Loughridge , Stephen Perreault , Stephanie Black , Todd Denlinger , Kenneth Koskay , Greg Poirier
- Applicant: N. Frank Swierz, III , Jon Baron , Brian Vroom , Mark Powell , Randall Loughridge , Stephen Perreault , Stephanie Black , Todd Denlinger , Kenneth Koskay , Greg Poirier
- Applicant Address: CH Baar
- Assignee: Thomson Reuters Global Resources
- Current Assignee: Thomson Reuters Global Resources
- Current Assignee Address: CH Baar
- Agency: Duncan Galloway Egan Greenwald, PLLC
- Agent Kevin T. Duncan
- Main IPC: G06Q30/00
- IPC: G06Q30/00 ; G06Q10/10 ; G06Q50/20

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.
Public/Granted literature
- US20120215578A1 METHOD AND SYSTEM FOR IMPLEMENTING WORKFLOWS AND MANAGNG STAFF AND ENGAGEMENTS Public/Granted day:2012-08-23
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