WO2000028454A1 - Automatic project management system with machine-initiated bidirectional communication - Google Patents

Automatic project management system with machine-initiated bidirectional communication Download PDF

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Publication number
WO2000028454A1
WO2000028454A1 PCT/US1999/026692 US9926692W WO0028454A1 WO 2000028454 A1 WO2000028454 A1 WO 2000028454A1 US 9926692 W US9926692 W US 9926692W WO 0028454 A1 WO0028454 A1 WO 0028454A1
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WO
WIPO (PCT)
Prior art keywords
party
task
project
information
tasks
Prior art date
Application number
PCT/US1999/026692
Other languages
French (fr)
Other versions
WO2000028454A9 (en
Inventor
Christopher Kendris
Sam Isaac
Edward Meszaros
Original Assignee
Cyberoffice Technologies, Llc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Cyberoffice Technologies, Llc filed Critical Cyberoffice Technologies, Llc
Priority to AU19125/00A priority Critical patent/AU1912500A/en
Publication of WO2000028454A1 publication Critical patent/WO2000028454A1/en
Publication of WO2000028454A9 publication Critical patent/WO2000028454A9/en

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Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management

Definitions

  • the present invention is directed to a method, apparatus, and system for initiating
  • bidirectional communication between man and machine and in particular a bidirectional
  • the software can be used to enter a date on which a court rendered a decision, and the software will calculate when a notice of appeal must be filed. '
  • the inventor has found a need for a better, active solution to scheduling or other
  • a still broader object of the present invention is to provide a system which, upon
  • Figure 1 shows a block diagram of the system configuration of an embodiment of the
  • Figure 2(a) shows a file containing data tables used in an embodiment of the present
  • Figure 2(b) shows a table compiling information used according to an embodiment
  • FIG. 3 shows a flow chart setting forth the operation of an embodiment of the
  • Figure 4 shows a sample set of project and communication data according to an '
  • the present invention provides an active, computerized proj ect management system
  • the present invention provides a computerized system which,
  • the present invention is able
  • the present invention can even move the schedule ahead based on information
  • the work station is
  • the program 14 is preferably,
  • the work station is optionally connected to an intranet 16 having additional computers 18.
  • the work station 12 is basically the project manager's, or supervisor's, work station.
  • Program 14 stores information about the scheduled project. It preferably includes a file 28
  • resources parties and their passwords, and optionally some supplemental information
  • a project table 28b identifies the projects being
  • a task resources (the supervisor can be a person or entity).
  • table 28c identifies, for a given project, the tasks and associated parties, including their login
  • a task is one of several jobs that are needed in order to
  • the present invention can also monitor optional and independent tasks
  • a task identification table 28d identifies the task, the project of which it is a part,
  • a boolean flag is also used to
  • Each task or set of tasks should be associated with one or more task-executing instructions
  • a supervisor can be only one supervisor for the project, or there may be several.
  • a supervisor can be a person
  • line 10 is another computer terminal 20.
  • the terminal 20 runs a second program 22 to
  • the internet web page preferably
  • Typical displays on the web page can include a proj ect time line, numbers indicating the percentage by which particular tasks are complete, bar '
  • information to be displayed can be customized for the particular application or end user.
  • the project information is initially entered by a user by accessing, directly or through
  • the prompts which must be answered to register the project.
  • the prompts request a type of
  • identifier may also request the amount of time to be allowed for each task or the entire
  • the program is not limited to predetermined questions and to know predetermined information.
  • the program is not limited to the program
  • the program can also prompt
  • Each project preferably has its own web address, but several can share the
  • duration of tasks are specified, the management of the project begins and the parties are
  • the present invention can, as a preliminary matter, contact all parties and/or supervisors to
  • the system records the received information and notifies the next party
  • a user which can be anyone who has an interest in the project, accesses the web page from
  • any remote site by entering a user name, a password, and optionally a project identifier. See step 30. These pieces of information direct the system to the appropriate project being '
  • the remote site can include any computer, even computers of the
  • Work station 12 can also check the web site information being broadcast from
  • Access can be through wired or wireless connection, as known in the art.
  • the web site can offer the user a menu
  • the program 22 transmits its own electronic mail to the work station 12
  • the e-mail transmission can be programmed to occur at
  • the e-mail includes a predetermined command to the work station 12 requesting an
  • the command can be a predetermined command which
  • the work station 12 recognizes as a request for specific piece(s) or set(s) of information
  • the command to the work station 12 will typically be a request to update the project information.
  • the command can also enter wholly new '
  • step 34 the work station 12 receives the e-mail from terminal 20 and uses program
  • the work station generates the new information.
  • the program 14 generates
  • the new display information is then posted to the web page on
  • the terminal 20 via a return e-mail from the work station 12.
  • the terminal 20 receives, parses,
  • Step 32 is typically initiated based on information fed to the web site by the person
  • on the current task may, for example, want to inform the system that the task is 50% finished.
  • the web site offers a data input field where such information is entered by the user, which
  • the party's identification and updates the web page by generating a new display and posting it to the web site at terminal 20.
  • the present invention at step 37 uses the stored communication
  • the present invention uses the pre-event grace
  • step 36 to access the communication
  • the work station 12 automatically makes a telephone call to the party after accessing the
  • Steps 36 and 37 can run in parallel with step 35 in the
  • step 36 is actually a continually running query regardless of
  • the work station preferably contains prestored voice messages and text to voice
  • TAPI telephone
  • the SAPI board can be
  • step 38 the work station awaits a response from the called '
  • the work station 12 can wait for the
  • the present invention can be configured to contact all parties associated
  • the present invention accesses the communication information for the task supervisor(s) and
  • the scheduling system is forced to await further instructions from the supervisor for the series of tasks that is being held up by the non-responding party.
  • the system also preferably notifies subsequent parties that their tasks are being
  • the present invention takes advantage of telephone tone
  • telephone call that is made to the party at step 37 includes an automated DTMF (dual tone
  • present invention calls the party with a prerecorded voice message, and waits for the party
  • step 36 the present invention can initiate a call (step 37) to the
  • a predetermined or configurable grace period makes another call to that party or calls the
  • the present invention provides unprecedented management of a project.
  • the supervisor need only be contacted if there is a problem, or potential problem, in
  • invention can be adapted to have several layers of supervisors, depending on the type and
  • the system notifies parties associated with dependent tasks that there is a delay. If the project
  • grace periods can be set as an amount of fixed
  • time such as two hours or two days, but can also be set as a proportion of the task time.
  • the grace period for a particular task can be set to a certain percentage of the expected amount of time needed to complete that task.
  • a scheduling system which can be run with the present invention is Microsoft's
  • Project98 scheduling system While Project98 allows users to design project files with tasks
  • the present invention adds the active management and
  • system is preferably run on Windows95, Windows98, or WindowsNT operating systems.
  • the system has a 586 CPU of 166MHz or higher, 64Mb of RAM,
  • TAPI cards can be substituted for the
  • the present invention requires the set up to include pager
  • POP incoming server POP incoming server
  • user name POP incoming server
  • password POP incoming server
  • e-mail address for each supervisor.
  • notifications are to be sent, or when incoming messages are received from the supervisors.
  • the project to be monitored also must have a web address where progress and other
  • FTP file transfer protocol
  • the web page must have an embedded program object 22 which verifies user
  • present invention is preferably implemented using a web site is to enhance the security of the
  • the basic updating mechanism is entry of data
  • communication information is stored for retrieval whenever notifications or other
  • the present invention then asks for supervisor information, including
  • the task schedule entered into Project98 serves as the base for timing telephone calls
  • the present invention preferably limits its calls to proper times of day wherever the
  • the present invention prepares to send a pager message by accessing the
  • a predetermined message is also
  • the pager message may
  • the present invention can also
  • the voice message can
  • the voice messages are stored in memory
  • the present invention is able to transmit e-mail messages to the party or
  • Responding to a notification can be performed immediately, as mentioned above, or
  • the telephone number is
  • Preliminary steps include verifying the caller's identity which may
  • the caller can be instructed to
  • work station 12 which can receive and decode a DTMF call, and generate a new display
  • the work station 12 will log onto the web page after the call
  • the caller indicates the type of status update using assigned numerical keys such as " 1 " for the task's actual start time/date, "2" for task completion time/date, or "3" '
  • the pound key can be used as a separator. Using the tone data from the keys, the
  • a successful logon involves entering a correct user name
  • the display on the web page may
  • the web site offers a series of screens where the user enters the task number and
  • the information is used to update the Project98 project file and also
  • the web site also allows supervisors, and perhaps the parties, to see the progress of
  • the present invention can be run in two fundamental ways. First, it can run according to the schedule which is input at the time of setup, as adjusted by the supervisor
  • terminal 20 can be combined into a single terminal. Like the embodiment in which the two
  • terminals are separate, this embodiment also initiates a communication to the parties
  • the web page can be replaced by any type of display device, be it a visual monitor or an audio system. It should

Abstract

The present invention provides a computerized system for actively managing the progress of a project and the tasks that are performed in order to complete the project. The system automatically contacts a party who is responsible for completing a task (37) and expects a response from the party indicating that the task has indeed been started, has been partially completed by whatever amount, and later has been finished (38). If a party does not respond to a notification from the system, then the system can notify the party's supervisor of the situation (39). The active management relieves the supervisor of much of the time and expense associated with tracking the progress of the project manually. It finds applicability in any scheduling or docketing system where a project is broken down into a series of tasks, and offers a bidirectional communication feature that has even broader application.

Description

l o AUTOMATIC PROJECT MANAGEMENT SYSTEM WITH
MACHINE-INITIATED BIDIRECTIONAL COMMUNICATION
15
2 o The present invention is directed to a method, apparatus, and system for initiating
bidirectional communication between man and machine, and in particular a bidirectional
communication in an automatic project scheduling and management system.
BACKGROUND OF THE INVENTION
25 There exist automatic docketing systems and other software packages which help
people and companies organize their workflow, an example being Project98 distributed by
Microsoft. These systems ask the user to enter certain information about a project, and
automatically calculate the dates on which stages of the project must be completed. For
example, in a lawyer's office the software can be used to enter a date on which a court rendered a decision, and the software will calculate when a notice of appeal must be filed. '
In all of these scheduling systems the software is passive, meaning that an operator
is still required to check what events are scheduled for a particular day. If the task is
accomplished, then the operator is responsible for entering information to that effect.
BRIEF SUMMARY OF THE INVENTION
The inventor has found a need for a better, active solution to scheduling or other
project-oriented systems. It is an object of the present invention to provide a computerized
scheduling system which actively manages the progress of a project.
It is another object of the present invention to seek out automatically the party or
parties responsible for accomplishing discrete tasks in a scheduled project.
A still broader object of the present invention is to provide a system which, upon
occurrence of a predetermined event, initiates bidirectional communication with a party or
parties with whom the event is connected allowing the party or parties to respond to
questions from the system.
It is another object of the present invention to provide a scheduling system which
initiates communication with a party and allows the party to enter information about the
progress of the project.
These and other objects are also achieved by providing an automatic project
management system comprising a data file including information about a task to be
performed for a project, and at least a first party responsible for performing the task; and a communication section for transmitting, to the first party, a message about the task.
Further scope of applicability of the present invention will become apparent from a
review of the detailed description and accompanying drawings. It should be understood that
the description and examples, while indicating preferred embodiments of the present
invention, are not intended to limit the breadth of the invention and instead will inevitably
lead to various changes and modifications within the spirit and scope of the invention as will
be evident to those skilled in the art.
BRIEF DESCRIPTION OF THE DRAWINGS
The present invention will become more fully understood from the detailed
description given below, together with the accompanying drawings which are given by way
of illustration only and thus are not to be construed as limiting the scope of the present
invention. In the drawings:
Figure 1 shows a block diagram of the system configuration of an embodiment of the
present invention.
Figure 2(a) shows a file containing data tables used in an embodiment of the present
invention.
Figure 2(b) shows a table compiling information used according to an embodiment
of the present invention.
Figure 3 shows a flow chart setting forth the operation of an embodiment of the
present invention. Figure 4 shows a sample set of project and communication data according to an '
embodiment of the present invention.
DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
The present invention provides an active, computerized proj ect management system
which contacts the party or parties who are associated with predetermined tasks within the
project. Put more broadly, the present invention provides a computerized system which,
upon the occurrence of a scheduled or unexpected event, contacts the party or parties who
are associated with that event. It finds applicability in a project planning or docketing system
where a project is broken down into a series of tasks, although other environments will also
be found suitable. It helps a project manager or supervisor keep track of the progress of the
project even when tasks are spread over a plurality of remote sites. When tasks are to be
performed by a plurality of parties and in a prescribed sequence, the present invention is able
to oversee the timing of the tasks in a manner which greatly improves the likelihood of the
project being completed on schedule and with fewer delay-caused expenses. In one
embodiment, the present invention can even move the schedule ahead based on information
from the field such that the project is completed earlier than expected.
With reference to Figure 1 , there is shown a computer system having a work station
12 connected to a telephone line or other communication line 10. The work station is
preferably a computer which runs a first software program 14. The program 14 is preferably,
but need not be, stored in the work station 12. The work station is optionally connected to an intranet 16 having additional computers 18.
The work station 12 is basically the project manager's, or supervisor's, work station.
Program 14 stores information about the scheduled project. It preferably includes a file 28
in memory such as that shown in Figure 2(a), having a security file 28a identifying the
parties ("resources") and their passwords, and optionally some supplemental information
about the passwords such as their length. A project table 28b identifies the projects being
monitored by name and/or number and web address; and a login name and password for
identified management groups (the supervisor can be a person or entity). A task resources
table 28c identifies, for a given project, the tasks and associated parties, including their login
name, password, e-mail address, pager telephone number, and optionally another telephone
number. As used herein, generally, a task is one of several jobs that are needed in order to
complete the proj ect. The present invention can also monitor optional and independent tasks
as well. A task identification table 28d identifies the task, the project of which it is a part,
the resource personnel (sometimes referred to herein as a party) for performing it, its length
in either time, e.g., minutes, or percentage of overall project time, and boolean flags
indicating whether notifications have been sent out and responses received at the time of task
start and task end. Additional fields can be added if the project requires that notifications be
sent to other persons at other points during the task's completion. Supervisor names, under
the heading "ratchet" group name, points to the supervisor who is to be called in the event
of a non-responding party as will be explained below. A boolean flag is also used to
remember whether a notification was sent to the supervisor. As shown in Figure 2(b), the set of information 28e together represents a series of
tasks with the party or parties associated with those tasks, the sequence or hierarchy in which
the tasks must or should be performed, and importantly, communication information which
can be used to contact the party or parties associated with the tasks. The communication
information can be stored in a table separate from those shown in Figure 2(a), and preferably
identifies one or more telephone numbers and electronic mail addresses for each. It is most
preferable to store communication information for a project supervisor(s) as well.
Each task or set of tasks should be associated with one or more task-executing
parties, one or more supervisors, and their respective communication information. There may
be only one supervisor for the project, or there may be several. A supervisor can be a person
or an entity, as can a party.
Referring back to Figure 1 , at the other end of the telephone or other communication
line 10 is another computer terminal 20. The terminal 20 runs a second program 22 to
broadcast an internet web page from the terminal 20. The internet web page preferably
requires login passwords or other security keys in order to limit access to the page. A
number of password levels are preferably used. When a user accesses the web page, and
enters the appropriate password, then he is able to view information about the scheduled
project and perhaps enter information about it. As will become more apparent from the
description below, it is preferable to allow a project supervisor to access information about
the entire project, and to limit the amount of information available to a party who is
responsible for accomplishing a task. Typical displays on the web page can include a proj ect time line, numbers indicating the percentage by which particular tasks are complete, bar '
graphs for the project's and/or tasks' completion, the parties who are currently scheduled to
perform or are in the process of performing their assigned tasks, etc. The types of
information to be displayed can be customized for the particular application or end user.
The project information is initially entered by a user by accessing, directly or through
remote access, a new project file in the work station 12. A user is presented with a series of
prompts which must be answered to register the project. The prompts request a type of
project and/or a type of task within the project, project name or identifier, task name or
identifier, and may also request the amount of time to be allowed for each task or the entire
project. If the user is in a certain line of business, then the program can be tailored to ask
predetermined questions and to know predetermined information. For example, the program
may know that, if the project type is X, then there are five tasks, each of which should take
one week to perform except for the second task, which takes three days. If the program is
intended to receive a variety of project types, then the user can be asked to enter more
detailed data about the proj ect, such as the name of each task, the sequence in which the task
should be executed relative to other tasks, the time/date on which the task should start and/or
end (if appropriate), and the amount of time that the task should take. The program is tied
into the work station's calendar and clock, or has its own calendar and clock, and has as one
of its primary inventive features the ability to contact the appropriate parties and/or
supervisors at appropriate times during the project to let those persons know that their task
is scheduled to start, that they are overdue in starting their task, that the previous task is almost completed (or completed by whatever fraction), etc. The program can also prompt
the user during set up to enter information about the amount of pre- and post-event grace
periods that should be used when contacting the parties.
The artisan will appreciate that the program of the present invention can be modified
to suit any type of business or personal needs, and is able to actively oversee the progress of
multiple projects. Each project preferably has its own web address, but several can share the
same address with the user selecting a project after accessing the shared address.
After the project tasks, personnel resources or parties, task dependencies, and
duration of tasks are specified, the management of the project begins and the parties are
expected to notify the system of their progress as they proceed through their scheduled tasks.
The present invention can, as a preliminary matter, contact all parties and/or supervisors to
inform them that they have been assigned to a new proj ect. The communication abilities will
be explained below. Once the project begins, the parties will be expected to tell the system
that their tasks have begun, have been completed, and/or have been partially completed by
whatever amount. The system records the received information and notifies the next party
or parties responsible for completing subsequent task(s). The dependency of tasks can
include one, two, or more tasks starting once a previous task has been finished, and similarly
one task requiring one, two, or more previous tasks to be completed beforehand.
The operation of one embodiment is shown generally in the flow chart of Figure 3.
A user, which can be anyone who has an interest in the project, accesses the web page from
any remote site by entering a user name, a password, and optionally a project identifier. See step 30. These pieces of information direct the system to the appropriate project being '
managed and/or provide security to ensure that the user indeed should be granted access to
the stored information. The remote site can include any computer, even computers of the
intranet 16. Work station 12 can also check the web site information being broadcast from
terminal 20. Access can be through wired or wireless connection, as known in the art. The
user accesses the site to view information about the project, about specific tasks, or about any
other information that is stored, and optionally to enter status information about the project
or tasks. As those skilled in the art will appreciate, the web site can offer the user a menu
or other list of options for selecting various information to view or to enter. The option to
view or enter certain categories of information can also be screened by the program 22
depending on the user's password level.
At step 32, the program 22 transmits its own electronic mail to the work station 12
along the communication line 10. The e-mail transmission can be programmed to occur at
periodic intervals, at predetermined times, when someone seeks to access the web page,
when someone enters information in response to particular prompts on the web site, or at any
other time. Regardless when the electronic mail is sent by the terminal 20 to the work station
12, the e-mail includes a predetermined command to the work station 12 requesting an
update of the project information. The command can be a predetermined command which
the work station 12 recognizes as a request for specific piece(s) or set(s) of information,
and/or a command which is followed by an identification of the relevant piece(s) or set(s)
of information to be processed. The command to the work station 12 will typically be a request to update the project information. The command can also enter wholly new '
categories of information if the project requires such a feature.
In step 34, the work station 12 receives the e-mail from terminal 20 and uses program
14 to parse the e-mail, identifying the command and any attached information. This parsed
5 data is then processed by program 14 to update the project information in the project file.
See step 35. If the command includes information that changes something on the web page,
then the work station generates the new information. For example, the program 14 generates
new displays for the web site, such as graphics that show the percentage by which the project
or certain tasks are completed, the parties currently working on a task, the expected date of
o completion of the task or proj ect based on the current amount of work completed, and/or any
other statistical or descriptive information that may be desired for a particular application of
the present invention. The new display information is then posted to the web page on
terminal 20 via a return e-mail from the work station 12. The terminal 20 receives, parses,
and processes the e-mail and replaces the previous display with the new display.
5 Step 32 is typically initiated based on information fed to the web site by the person
logging on to it. After passing the password stage of the web site's login protocol, the user
may be given the option of inputting project updates into the web site. The party working
on the current task may, for example, want to inform the system that the task is 50% finished.
The web site offers a data input field where such information is entered by the user, which
o data is then included in the e-mail sent to the work station 12. Work station 12 then verifies
the party's identification and updates the web page by generating a new display and posting it to the web site at terminal 20.
Importantly, the present invention at step 37 uses the stored communication
information to inform parties when their services will be needed. For example, as the
immediately previous task is finishing up, the present invention uses the pre-event grace
period (if present) or some other criterion to trigger it, step 36, to access the communication
information for the party associated with the subsequent task. Using the telephone line 10,
the work station 12 automatically makes a telephone call to the party after accessing the
corresponding entry in the tables 28. Steps 36 and 37 can run in parallel with step 35 in the
flowchart of Figure 3 because step 36 is actually a continually running query regardless of
other processing, as indicated by the "no" branch 36b. It is preferable for the system to make
a call only during business or other designated hours, although e-mail messages can occur
at any time.
The work station preferably contains prestored voice messages and text to voice
messages to be transmitted to the party in the telephone call. The preferred embodiment uses
a unimodem with chips accommodating voice pass-through, and TAPI (telephone) and TAPI
(sound) technology which route telephone sound through the unimodem and are usually
available as components of a computer's operating system. The SAPI board can be
substituted with a sound board produced by Dialogic. All of these boards are available in
the marketplace, and their operation need not be further described herein. The sound
messages sent to the party may indicate that their services are required. A parallel or
subsequent e-mail can also be sent with the same information. At this point, as shown in step 38, the work station awaits a response from the called '
party if a response is expected. In one embodiment, the work station 12 can wait for the
response to be made on the web site, in which case a command e-mail from the web site
identifies the party logging in and the information (response) being entered. If the work
5 station simply wants to inform the party that its services will be needed in two days, then the
work station either awaits a confirmation that the party will be available then or does not care
for such a response. The present invention can be configured to contact all parties associated
with a particular number of the immediately upcoming tasks, or all parties whose projects
will start in the next few weeks (or whatever other time period is selected), and/or specific
o parties that may need more time to prepare for their tasks, for example those who must order
materials, etc. Such information would be prompted by the program during set up, and
would apply to applications of the present invention in which such advanced notice is
desired.
In a preferred embodiment, using the post-event grace period that is entered at the
5 start of the project or perhaps as updated during the life of the project, the present invention
awaits the party's response for only that amount of time. At the expiration of the post-event
grace period, considered an internal loop to steps 37 and 38 and thus not shown in Figure 3,
the present invention accesses the communication information for the task supervisor(s) and
contacts him/her using the communication line 12 and/or e-mail address. See step 39. The
o content of this message is to the effect that the party responsible for the task is not
responding. In such a situation, the scheduling system is forced to await further instructions from the supervisor for the series of tasks that is being held up by the non-responding party.
However, the system can continue monitoring tasks, in the same project, that are running in
parallel with the halted sequence of tasks. For example, construction of a building at some
point may branch into a set of tasks dealing with grounds keeping and another set of tasks
dealing with interior work. Each can run independently of the other, at least for some portion
of time. The system also preferably notifies subsequent parties that their tasks are being
delayed by a prior task.
In the preferred embodiment, the present invention takes advantage of telephone tone
technology in receiving responses from parties and supervisors. The automated voice
telephone call that is made to the party at step 37 includes an automated DTMF (dual tone
modulated frequency) or human voice responsive menu. The operation of automated
telephone answering systems which use prerecorded voice messages to lead a caller through
a series of options in order to find the desired informational destination is known to those of
skill, and therefore need not be further detailed herein. In response to each prerecorded
message, the caller is asked to press a certain key on a touch-tone telephone. The automated
system then accesses another message based on the key that the caller has pressed. The
present invention calls the party with a prerecorded voice message, and waits for the party
to press the appropriate keys on the phone. For example, at a time when a particular task
should be 50% completed (step 36), the present invention can initiate a call (step 37) to the
party responsible for the task, requesting that the party use the number keys and the pound
or asterisk keys to enter how complete the task is. If no response is received by the party within, say, ten seconds, such as when an answering machine has answered the call or when '
the party decides not to respond, then the telephone call terminates and, immediately or after
a predetermined or configurable grace period, makes another call to that party or calls the
appropriate supervisor.
In this way, the present invention provides unprecedented management of a project.
The supervisor need only be contacted if there is a problem, or potential problem, in
completing the project or a specific task. Those of skill will appreciate that the present
invention can be adapted to have several layers of supervisors, depending on the type and
complexity of the project. As for updates from parties performing the tasks, the present
invention basically monitors the expected task status and actual status. If an update from a
party says that a task is not yet complete, and it is not scheduled to be complete yet, then the
web page's display is updated and no further action is needed. If the project is past due, then
the system notifies parties associated with dependent tasks that there is a delay. If the project
is completed, then the party for the immediately subsequent task is notified to that effect, and
may have been informed earlier that the preceding task was close to completion, based on
a pre-event grace period for that task. For tasks due to start, the parties are so informed and
they are expected to respond within a predetermined amount of grace time. And if a task is
scheduled to end, then the party for the next task is contacted and expected to respond within
a grace time. It should be understood that grace periods can be set as an amount of fixed
time, such as two hours or two days, but can also be set as a proportion of the task time. For
example, the grace period for a particular task can be set to a certain percentage of the expected amount of time needed to complete that task.
Although the present invention can be implemented in numerous ways, the following
description is of a preferred implementation. It should be understood that the invention set
forth in the appended claims is in no way limited to or by this preferred embodiment, and as
such the full scope and spirit of the invention should be gleaned from the entirety of this
disclosure and not from any particular portion hereof.
A scheduling system which can be run with the present invention is Microsoft's
Project98 scheduling system. While Project98 allows users to design project files with tasks
and parties for performing those tasks, the present invention adds the active management and
bidirectional communication capabilities which give the supervisor(s) immediate and
continuous monitoring using paging, telephone, and web site technology and services. The
system is preferably run on Windows95, Windows98, or WindowsNT operating systems.
All platforms should have internet web page provider services and web-based paging
services. Preferably, the system has a 586 CPU of 166MHz or higher, 64Mb of RAM,
100Mb hard disk, a 32-bit sound card, a high-speed voice-capable modem which is TAPI
compliant (for Windows95 or Windows98 systems) or a Dialogic Proline/2v single-channel
card (for WindowsNT systems). As noted earlier, TAPI cards can be substituted for the
Dialogic cards, but only for Windows95 and Windows98.
Because the invention can run with Project98, setting up a project includes entering
information into the Project98 and entering additional information for communications and
other needs. Certain data that is received and stored by Project98 is retrieved and updated by the management aspects of the present invention in order to provide the aforementioned '
bidirectional communications and scheduling updates. The technical disclosure
documentation for Project98 is hereby incorporated by reference. For contacting parties
and/or supervisors by pager, the present invention requires the set up to include pager
manufacturer names, model names, message lengths, and whatever other information may
be necessary to communicate to a pager. Multiple pages of information can be sent to pagers
if the character length of a message to be sent is larger than that receivable by the pager. For
sending and receiving e-mail communications, the system must be told the SMTP outgoing
server, POP incoming server, user name, password, and e-mail address for each supervisor.
All of these pieces of communication information are stored for later retrieval when
notifications are to be sent, or when incoming messages are received from the supervisors.
The project to be monitored also must have a web address where progress and other
information are to be posted. A URL must be obtained and entered into the system. It is also
important to record the server's file transfer protocol (FTP) server address, user name, and
password. The web page must have an embedded program object 22 which verifies user
names, passwords, etc., in incoming e-mails in order to ensure security. The reason why the
present invention is preferably implemented using a web site is to enhance the security of the
system. By separating the functions of work station 12 and terminal 20, it becomes more
difficult to infiltrate the scheduled project. The basic updating mechanism is entry of data
via the web site; even when a party calls the system by telephone to report an update in the
status of a task, the telephone number called by the party must have access to the web site. In the embodiment which runs adjacent Project98, the Project98 software requests
information about the resource personnel (parties) responsible for performing the tasks. The
management capabilities of the present invention extract the data set from Project98 and
display them with prompts for telephone and/or e-mail information for each party. This
communication information is stored for retrieval whenever notifications or other
communications are sent to the parties. Similarly, supervisor information is entered for each
party or each task for use when the party fails to respond to a notification. The present
invention also contemplates an even higher supervisory level that can be contacted in the
event the first supervisor is similarly nonresponsive.
In order to reference the correct one of the projects entered into Project98 with the
communications and supervisory features of the present invention, a prompt requests the
identity of the project. The present invention then asks for supervisor information, including
name and e-mail address, settings for the pre- and post-event grace periods and for the timing
of telephone calls. For example, if the party or supervisor does not respond to a notification,
then the system must know when to try them again and/or when to try the (next) supervisor.
These associations are then stored into the data file and tables discussed with regard to
Figures 2(a) and 2(b) above.
The task schedule entered into Project98 serves as the base for timing telephone calls
and other communications to parties and supervisors. It is preferable to call during office
hours, so the present invention preferably limits its calls to proper times of day wherever the
call may be going throughout the world. Whenever a notification is to be transmitted to a party or supervisor, the present invention prepares to send a pager message by accessing the
stored text or number identifying the project and/or task. A predetermined message is also
extracted from a set of messages stored in memory, such as "time for you to start - please
respond." The message depends on the type of notification being sent. The extracted
message is combined with the other character strings or identifiers and transmitted to the
party's or supervisor's pager together with a return telephone number to use when responding,
and perhaps with the identity of the party or supervisor itself. The pager message may
include the sample set of information shown in the table 50 of Figure 4, and is sent from
work station 12 over communication line 10.
In addition to or in place of the pager notification, the present invention can also
retrieve telephone voiceline numbers for the party or supervisor as entered during project set
up, and can transmit an automated voice message that it generates. The voice message can
be a single message or a concatenation of several individual voice messages having a
greeting and the above-mentioned information. The voice messages are stored in memory
at the work station 12. Instead of returning the call, it is preferable for the user to respond
immediately using the touch tone keypad on his/her telephone, as discussed above. Such
information is bidirectionally passed through the communication line 10 of Figure 1 and the
communication boards of the work station 12.
Last, the present invention is able to transmit e-mail messages to the party or
supervisor together with text similar to that discussed with respect to the pager messages.
It is also preferable, when notifying parties or supervisors using any of these methods, to include the web address where the project progress is posted.
Responding to a notification can be performed immediately, as mentioned above, or
by making a separate telephone call to the telephone number which was entered during set
up of the present invention and transmitted with the notification. The telephone number is
preferably controlled by a module which, like the previously described outgoing automated
voice message, automatically plays a series of informational greetings or messages
instructing the caller on how to provide status information using the telephone's tone-
generating keypad. Preliminary steps include verifying the caller's identity which may
include comparing passwords entered into the phone with user names and passwords
previously recorded into the system's memory. For example, the caller can be instructed to
enter a password, the project number, and the task number, each separated by the pound (#)
key.
It is important for the telephone number to have access to the web site because data
received from the telephone call is translated and used to update the status of the task or
project. For this reason it is preferable to use a telephone number which goes to a module
in work station 12 which can receive and decode a DTMF call, and generate a new display
for posting on the web page. The work station 12 will log onto the web page after the call
and upload an updating e-mail to terminal 20. The program in terminal 20 determines
whether the e-mail is arriving from a verified work station by checking its source identifiers,
and if so, uses the data from the e-mail to supplant the status previously broadcast on the
page. During the call, the caller indicates the type of status update using assigned numerical keys such as " 1 " for the task's actual start time/date, "2" for task completion time/date, or "3" '
for percentage completion followed by the actual input, as instructed by the automated voice.
Again, the pound key can be used as a separator. Using the tone data from the keys, the
system determines what information has been input and generates new displays for the
project web page, and then posts them to the terminal 20. The data is also used to
automatically update the Project98 project file.
One can also enter status data using the project web site. Using the work station 18
or any other remote terminal, a successful logon involves entering a correct user name,
password, and project identifier. Based on the password, the display on the web page may
give the user wide or narrow access to the project information. In order to enter task status
information, the web site offers a series of screens where the user enters the task number and
can select a "started" or "completed" status option, or a "percentage" option requiring entry
of a percentage number. The information is used to update the Project98 project file and also
to compile a history of the project which is viewable as a timetable with events identified
with time/date, length of time elapsed, or whatever other data may be informative to the
supervisor and other users.
The web site also allows supervisors, and perhaps the parties, to see the progress of
the proj ect if their password so permits. It is preferable for parties to see only their own tasks
and the immediately preceding and succeeding tasks, in order to limit exposure of potentially
confidential information.
The present invention can be run in two fundamental ways. First, it can run according to the schedule which is input at the time of setup, as adjusted by the supervisor
from time to time. Alternatively, it can automatically adjust the scheduled start and end
times for the various tasks in order to finish the project "as soon as possible." In this mode,
if a task ends early, then the system reviews the start and end data for each subsequent
dependent task, and adjusts them accordingly. This moves up the entire project time line,
resulting in a faster completion date.
As discussed above, it is preferable to separate the work station 12 and terminal 20.
In another embodiment of the present invention, the functions of the work station 12 and
terminal 20 can be combined into a single terminal. Like the embodiment in which the two
terminals are separate, this embodiment also initiates a communication to the parties
responsible for particular tasks through electronic mail and/or by telephone, and contacts the
supervisor or project manager when a party is not responsive to those communications. By
informing all relevant parties and supervisor(s), the present invention oversees the progress
of the project and allows the parties to coordinate their schedules so that the project is
finished on time.
The invention having been thus described, it will be obvious that the same can may
be varied in many ways not only in construction but also in application. For example, the
methods of communication need not be limited to telephone, e-mail, and pager. The web site
is the preferred way to post information for viewing by plural parties from plural remote
locations can be replaced by a similar method of posting, by which the relevant parties and
supervisors, and perhaps the general public, can transfer information. The web page can be replaced by any type of display device, be it a visual monitor or an audio system. It should
be understood that the description and examples, while indicating preferred embodiments,
are not intended to limit the breadth of the inventive concepts disclosed herein, since various
changes and modifications that will become apparent to those skilled in the art are intended
to fall within the spirit and scope of the invention.

Claims

What is claimed is:
1. An automatic project management system comprising:
a data file including information about a task to be performed for a project, and at
least a first party responsible for performing the task; and
a communication section for transmitting, to the first party, a message about the task.
2. The system according to claim 1 , wherein said data file includes a start time for a first
task, and further wherein said message includes a notification that the task is to be started at
the start time.
0
3. The system according to claim 2, wherein said start time includes only a date.
4. The system according to claim 1, wherein said data file includes information about
a plurality of tasks, at least one of the tasks being dependent on a completion of a prior task,
5 the first party being responsible for performing said one task, and further wherein said
message notifies the first party that the prior task is completed.
5. The system according to claim 1, wherein said data file includes information about
a plurality of tasks, at least one of the tasks being dependent on a completion of a prior task,
o the first party being responsible for performing said one task, and further wherein said
message notifies the first party that the prior task is not yet completed.
6. The system according to claim 1, wherein said data file includes information about
a plurality of tasks, at least one of the tasks being dependent on a completion of a prior task,
the first party being responsible for performing said prior task, and further wherein said
message requests the first party to respond with information about the prior task.
7. The system according to claim 6, further comprising:
a web site for receiving a response from the first party; and
a project status processor operatively connected to said communication device and
said web site for generating project status information based on the response.
8. The system according to claim 7, wherein said project status processor is remote from
said web site, and said processor posts to said web site a new status display to be broadcast
by said web site.
5 9. The system according to claim 6, wherein said communication section is a
bidirectional telephone section calling a telephone of the first party, and a response to said
message includes activation of keys on the first party's telephone.
10. The system according to claim 6, wherein the first party transmits a response to the
o communication section, said system further comprising:
a display for displaying status information about the project; and a project status processor operatively connected to said communication device and '
said display for receiving the response and generating a new display for said display device.
11. The system according to claim 6, wherein said message requests the first party to
respond with information about one of: whether the prior task has been started, what
proportion of the prior task is completed, and whether the prior task is completed.
12. The system according to claim 1, further comprising:
a web site for broadcasting status information about the project; and
a project status processor operatively connected to said communication device and
said web site for generating project status information for posting on said web site.
13. The system according to claim 1 , wherein said message is a prestored voice message.
14. The system according to claim 1, wherein said communication section is a
bidirectional telephone section calling a telephone of the first party, said message
requests the first party to respond with information about the task, and a response to
said message includes a vocal response by the first party during the call.
15. The system according to claim 1, wherein said message requests the first party to
respond with information about the task, and a response to said message included a telephone call by the first party to the system.
16. The system according to claim 15, further comprising a telephone call decoding
module for decoding information included in said telephone call.
17. The system according to claim 16, wherein said information included in said
telephone call includes DTMF signals, and further wherein said decoding module
generates data relevant to the status of the task based on said DTMF signals.
PCT/US1999/026692 1998-11-12 1999-11-12 Automatic project management system with machine-initiated bidirectional communication WO2000028454A1 (en)

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US19146498A 1998-11-12 1998-11-12
US09/191,464 1998-11-12

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