Patent: Systems for Reporting Enterprise Performance and Making Process Improvements

Systems and Methods for Measuring and Reporting Enterprise Performance and Making Process Improvements is described in our May 2, 2023, released patent.

The books, Management 2.0 and Leadership System 2.0, describe the implementation of the patent-described techniques.

Claims for Systems and Methods for Measuring and Reporting Enterprise Performance and Making Process Improvements

The patent claims (as stated on pages 25 – 28 of the patent) are:

1. A system for business management with an integrated nine-step business management model, the system comprising: processor(s); interface(s); a memory communicatively coupled to the processor(s),

• wherein the memory stores processor-executable instructions, which, on execution, cause the processor(s) to perform business management using modules in the system,
• the modules comprising; an enterprise statement receiving module configured to receive, at a computing device, one or more objective statements comprising mission statements and vision statements of an enterprise through an interactive user interface from a user;
• an Integrated Enterprise Excellence (IEE) value chain and measurable metrics receiving module configured, at the computing device, to receive an IEE value chain of the enterprise and a plurality of enterprise-specific measurable metrics from the user;
• one page showing metrics and processes that created the metrics;
• and each of the metrics and the processes being further clickable to access: a reporting module, a process improvement identification module, an impact assessment module, a control module, and a control mechanism,
• wherein the clickable one page is accessible by all members of the enterprise through a plurality of user devices; a current state analysis module configured, at the computing device,
• to: collect historical data and real-time data associated with each of the plurality of enterprise-specific measurable metrics from a plurality of infield resources through a communication network;
• and analyze the historical data and the real-time data using a statistical model to determine if each of the plurality of enterprise-specific measurable metrics are predictive or a special-cause event(s) has occurred,
• which may need timely resolution, along with strengths and shortcomings of the enterprise;
• an execution monitoring module configured to automatically assess process responses of each of the plurality of enterprise-specific measurable metrics in the IEE value chain to be one of stable and unstable, based on the analysis by the statistical model,
• wherein when respective process response of one or more metrics from the plurality of enterprise-specific measurable metrics is stable, the execution monitoring module configured to provide a prediction statement for each of the one or more metrics;
• the reporting module configured to output, through an active dashboard, a process-output response reporting in form of real-time time-series high-level performance reported data comprising status of defined processes through the IEE value chain based on analysis by the statistical model,
• wherein the active dashboard presents a metric-report-out chart with the prediction statement, or with an alert for the special cause event(s),
• wherein the process-output response is a function of process procedures and supplier inputs and includes variability of process and separates typical process output-response noise from unusual events or process-output response-trends;
• the process improvement identification module configured to identify one or more process improvement plans and one or more lower-level performance metrics aligned to the one or more process improvement plans, based on the analysis of the historical data and the real-time time-series high-level performance reported data;
• the impact assessment module configured to assess completion of the one or more EIP (Enterprise Improvement Plan) process improvement plans and impact of the one or more EIP process improvement plans on enterprise goals; the control module configured to facilitate tracking and maintenance of gain, related to the enterprise, through the one or more process improvement plans, for positive results from the one or more process improvement plans,
• wherein when a degradation is detected in the process responses, the system is configured to repeat the steps of collecting historical data and real-time data, automatically assess process responses, reporting, identifying one or more process improvement plans, assessing completion and impact of the one or more EIP process improvement plans until the gain is maintained;
• and the control mechanism to maintain the gain from improvement plans.

2. A system of claim 1, wherein the reporting of data associated with the plurality of enterprise-specific measurable metrics, comprising of enterprise Key Performance Indicators (KPIs) or other metrics, provides the predictive statement of what is expected in the future for a process’s output, when the process response is considered stable from a high-level perspective.
3. The system of claim 1, wherein the reporting module provides a risk assessment and avoidance measurement tracking and automatic reporting when a Key Performance Indices (KPI) metric of the plurality of enterprise-specific measurable metrics has transitioned statistically to a worse condition or when a special-cause event is detected.
4. The system of claim 1, wherein each of the plurality of enterprise-specific measurable metrics is linked to the processes that created them throughout an IEE value chain.
5. The system of claim 1 further comprising an overall enterprise-IEE-reported-financial-goal-setting module configured to facilitate one or more stake-holders to create targeted strategic operational organizational goals for IEE reported metrics that lead to process improvements so the big-picture financials benefit.
6. The system of claim 1 further comprises: the execution monitoring module configured to collect infield data associated with the one or more recommended metrics and the one or more lower-level metrics from the infield resources;

• analyze the infield data to identify deviation from expected results;
• generate in one chart an assessment report of process output response stability,
• from a process-output response point of view with the incorporation of a predictive assessment and futuristic expectation for a stable process for all metrics throughout an organizational IEE value chain.

7. The system of claim 1 further comprises a strategy recommendation module configured, at the computing device, to provide information for the creation of one or more strategic recommendations to overcome the shortcoming of the enterprise using a machine learning model.
8. The system of claim 1, wherein the reporting module is configured to allow a remote user to monitor through an interactive user interface one or more functional aspects of the IEE value chain of the enterprise;

• one or more processes associated with an individual component of the IEE value chain;
• graphical statistical assessment of a process output response to determining process stability;
• graphical representation of the plurality of enterprise specific measurable metrics that includes both an assessment of process stability and provides a predictive statement for a process output response in one chart;
• graphical statistic-based metric reporting that graphically shows when a process response has changed, perhaps for the betterment from a process-improvement project or degradation for whatever reason;
• graphical representation of data associated with the plurality of enterprise-specific measurable metrics; graphical representation of data associated with the one or more recommended measurable metrics;
• graphical representation of data associated with the one or more lower-level measurable metrics; and visual representation of the impact assessment.

9. The system of claim 1, wherein the reporting module is configured to generate custom reports for a plurality of effective management attributes,

• wherein the plurality of effective management attributes comprises executive performance management review, decision-making process, strategy formulation, scoreboard/dashboard reporting, and enterprise improvement efforts.

10. The system of claim 1, wherein the enterprise statement receiving module is configured to receive one or more objective statements of an enterprise comprises mission statement, visions statement, value statement, and response to Jim Collins’ three-circle questions.
11. The system of claim 1, wherein the knowledge database maintains the repository of determining metrics that provide insight to each function’s performance in an IEE value chain from a quality, cost, and time perspective, which includes efficiency and effectiveness.
12. The system of claim 1, wherein the plurality of enterprise-specific measurable metrics comprises high-level enterprise-specific measurable metrics and lower-level enterprise-specific measurable metrics.

Contact Us through an e-mail or telephone call to set up a time for a discussion on how your organization might gain much from an Integrated Enterprise Excellence Business Process Management system. Or, a Zoom meeting can be schedule directly:

E-mail ([email protected]) or call us (+1.512.918.0280), if you encounter difficulties setting up a Zoom session directly or want to schedule another time that is not available in the Zoom-meeting calendar.