WO2001069421A2 - System and method for managing key process indicators - Google Patents
System and method for managing key process indicators Download PDFInfo
- Publication number
- WO2001069421A2 WO2001069421A2 PCT/US2001/003732 US0103732W WO0169421A2 WO 2001069421 A2 WO2001069421 A2 WO 2001069421A2 US 0103732 W US0103732 W US 0103732W WO 0169421 A2 WO0169421 A2 WO 0169421A2
- Authority
- WO
- WIPO (PCT)
- Prior art keywords
- computer
- key process
- productivity
- process indicators
- data
- Prior art date
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Classifications
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION 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
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
Definitions
- This invention relates generally to systems for managing work-in-progress and, more particularly, to a computerized system and method for managing work in progress in which the user can access and extract both summarized and detailed information regarding work that has been quoted, commenced, or completed.
- the present invention is particularly useful in connection with service operations, including repair service, that require timely monitoring of each .of the many service tasks and jobs that may be ongoing at any particular time.
- job cost accounting systems have been implemented to track and report the financial impact of conducting day to day business in both the manufacturing and service industries, such systems merely report results and flag financial categories that are out of limit . The user who is concerned about the reported results or exceptions must then generate additional reports or, worse yet, migrate to a separate system to attempt to ascertain the cause of the problem.
- job cost accounting systems like many accounting systems, are inextricably tied to the prior creation of accounting data, which limits the generation of the accounting reports to whenever the last accounting data is accumulated.
- job cost accounting systems generally report on specific periods, such as a week, a month, or a quarter, and therefore have limited flexibility to report on a desired span of time.
- the present invention is directed to overcoming one or more of the problems set forth above .
- a computer- based method for managing key process indicators begins with the entering of data that represents work that is to be performed or has been performed to service or repair a product .
- Various measurements of productivity such as those related to assets, labor, performance, and administration, are calculated and subsequently displayed to the user.
- Each of these calculated measurements represent key process indicators as a measurement of the performance of various aspects of the service or repair business.
- An input device accepts data from a user that is representative of work that is to be performed or has been performed to service or repair a product.
- a processor such as a personal computer, is utilized to calculate various measurements of productivity, such as those related to assets, labor, performance, and administration. The results of these calculations are presented to the user on a display screen and represent key process indicators as a measurement of the performance of various aspects of the service or repair business . Additionally, the key process indicators can be printed as reports for the user to review.
- Fig. 1 illustrates an examplary screen display showing key process indicators incorporating a "Dashboard” concept
- Fig. 2 is a flowchart illustrating software that determines the coloring associated with actual calculated key process indicators/meters found on the "dashboard" shown in Fig. 1;
- Fig. 3 illustrates an examplary screen display showing a report layout
- Fig. 4 illustrates an examplary screen display showing a percentage of claim dollars recovered for each store within a dealership
- Fig. 5 illustrates an examplary screen display showing a percentage of claim dollars recovered for each cost center within a dealership
- Fig. 6 illustrates an examplary screen display showing a percentage of claim dollars recovered for each warranty type within a dealership
- Fig. 7 illustrates an examplary screen display showing a percentage of claim dollars recovered for each warranty type during all four quarters of a particular year
- Fig. 8 illustrates an examplary screen display showing a percentage of claim dollars recovered for each warranty type within a dealership during the first quarter of a particular year;
- Fig. 9 illustrates an examplary screen display showing a percentage of claim dollars recovered for each cost center within a dealership during the first quarter of a particular year;
- Fig. 10 illustrates an examplary screen display showing a percentage of claim dollars recovered for each store within a particular dealership during the first quarter of a particular year;
- Fig. 11 illustrates an examplary screen display showing a percentage of claim dollars recovered within a particular dealership for all facilities and all cost centers during a particular year;
- Fig. 12 illustrates an examplary screen display showing a percentage of claim dollars recovered for each warranty type within all stores for a particular dealership over a two year reporting period;
- Fig. 13 illustrates an examplary screen display showing raw measurement data within each facility for a particular dealership over a two year reporting period
- Fig. 14 illustrates an examplary screen display showing raw measurement data within each facility for a particular dealership over a two year reporting period
- Fig. 15 illustrates an examplary screen display showing raw measurement data within each facility for a particular dealership over a two year reporting period.
- Fig. 1 depicts an embodiment of an image presented as a screen display being processed according to the present invention illustrating the key process indicators hereinafter referred to as a "dashboard.”
- This dashboard is generally indicated by numeral 10.
- the screen display can include any type of display that displays information including cathode ray tube, liquid crystal display, among numerous other types of electronic displays.
- the key process indicators in the form of a dashboard 10 is a tool to give an overall representation of the ability of an organization to meet its various goals.
- representative examples of categories of key process indicators can include, but are not limited to, asset productivity 12, labor productivity 14, commitments 16, and additional measures 18. Underneath the categories of key process indicators are the actual key process indicators.
- key process indicators are based on representative data entered into an input device for work being performed to manufacture a product or provide a service. Representative data may also be entered in increasing detail, for example, by region, entity (e.g., dealer), facility (e.g., store), and cost center as well as by year, month, week, and day. Nonlimiting examples that could fall underneath the category of asset productivity 12 might include physical asset recovery 20, physical asset utilization 22, and physical asset productivity.
- entity e.g., dealer
- facility e.g., store
- cost center e.g., cost center
- Nonlimiting examples that could fall underneath the category of asset productivity 12 might include physical asset recovery 20, physical asset utilization 22, and physical asset productivity.
- Next to each key process indicator 20, 22, and 24 is the actual calculated key process indicator or meter 26, 28, and 30, respectively, as well as the appropriate key process indicator goal 32, 34, and 36, respectively.
- Nonlimiting examples that could fall underneath the category of labor productivity 14 might include technician productivity 38, administrative productivity 40, average trips per work order 42, overtime 44, and number of rework jobs 46.
- Next to each key process indicator 38, 40, 42, 44 and 46 is the actual calculated key process indicator or meter 48, 50, 52, 54 and 56, respectively, as well as the appropriate key process indicator goal 58, 60, 62, 64 and 66, respectively.
- Nonlimiting examples that could fall underneath the category of commitments 16 might include promise date adherence 68 and promise time gap analysis 70.
- Next to each key process indicator 68 and 70 is the actual calculated key process indicator or meter 72 and 74, respectively, as well as the appropriate key process indicator goal 76 and 78, respectively.
- Nonlimiting examples that could fall underneath the category of service lead time 17 might include last labor to work order close 80 and work order close to invoice 82.
- Nonlimiting examples that could fall underneath the category of additional measures 18 might include claim dollars recovered 92, part returns 94, quotes rejected 96, and invoice exceeds quote 98.
- Next to each key process indicator 92, 94, 96 and 98 is the actual calculated key process indicator or meter 100, 102, 104 and 106, respectively, as well as the appropriate key process indicator goal 108, 110, 112 and 114, respectively.
- the computer can include, but is not limited to, a processor such as a microprocessor, however, any of a wide variety of computing devices will suffice.
- the processor preferably includes, but is not limited to, a memory device and a clock, and is representative of both floating point processors, and fixed point processors.
- Fig. 2 depicts a flowchart representative of the computer program instructions executed by the computer and is generally indicated by numeral 120.
- a programmer skilled in the art could utilize this flowchart to program any of a wide variety of electronic computers/processors in a wide variety of programming languages.
- the functional explanation marked with numerals in angle brackets, ⁇ nnn> will refer to the flowchart blocks bearing that number.
- the program first calculates the key process indicator ⁇ 130>. The actual calculation, of course, is done differently based upon the category and key process indicator.
- the key process indicator overtime 44 of category labor productivity 14 reflects, as a percentage, the total number of overtime hours worked within the reporting period and is calculated by dividing the number of overtime hours worked by the number of total hours worked.
- Other key process indicators are calculated using varying mathematical methods and formulas.
- the program After the step of calculating the key process indicator, the program next determines actual calculated key process indicator or meter color by comparing the pre-set goal data against each corresponding calculated key process indicator for quick visual indication of whether a goal is being met . As shown in Fig. 2, the highlight color determination is initially done by ascertaining whether the calculated key process indicator is above the set performance goal level ⁇ 140>. If the calculated key process indicator is above the performance goal level the calculated key process indicator or meter, such as that shown by numeral 26, is designated to be highlighted in a first color, such as green ⁇ 150>. If the calculated key process indicator is below the performance goal level the program next determines whether the calculated key indicator is between a performance goal level and a lower noncompliance level ⁇ 160>.
- the calculated key process indicator or meter such as that shown by numeral 28, is designated to be highlighted in a second color, such as yellow ⁇ 170>. If the calculated key performance indicator is not between a performance goal level and a lower noncompliance level, the program next determines whether the calculated key process indicator is below a lower noncompliance level ⁇ 180>. If the calculated key process indicator is below a lower noncompliance level the calculated key process indicator or meter, such as that shown by numeral 30, is designated to be highlighted in a third color, such as red ⁇ 190>. The program then returns to step ⁇ 130> and re-calculates the key process indicator and repeats the entire process again.
- the actual calculated key process indicator or meter 26, 28, 30, 48, 50, 52, 54, 56, 72, 74, 84, 86, 100, 102, 104, and 106 is displayed by the output device, e.g., screen display, with a corresponding highlighted color based on the calculated key process indicator ⁇ 130>.
- the key process indicator or meter 20, 22, 24, 38, 40, 42, 44, 46, 68, 70, 80, 82, 92, 94, 96 , and 98 can also be displayed with a corresponding highlighted color together with, or without, the corresponding actual calculated key process indicator or meter.
- the information highlighted in a first color indicates the performance goal is being attained.
- the information highlighted in a second color indicates a caution area.
- the measurement goal is not being met, however, it is close to being met.
- the information highlighted in a third color, such as red indicates that the measurement is not being met.
- Fig. 3 depicts an example of an image illustrating a report layout for the claim dollars recovered key process indicator 92. This report is accessed by selecting the actual calculated claim dollars recovered key process indicator or meter button 100 in Fig. 1.
- the resulting display layout as generally indicated by numeral 200 in Fig. 3, includes, but is not limited to, title 202, graph 204, data area 206, and summary 206 features.
- the title feature 202 displays the report title -and the date and time that the report data represents.
- the graph feature 204 displays a graphical representation of the data.
- this graph can be changed into other various graph-types (i.e., line graph, bar chart, etc.).
- the data area feature 206 displays, in this example, the actual report data for the claim dollars recovered key process indicator 92.
- the data area feature 206 also provides the capability to "drill down" and report data at various distinct levels.
- the report shown in Fig. 3 represents the percentage of claim dollars recovered for dealership ABC Industries.
- By clicking in the column area 210 for ABC Industries one can "drill down” to view data at the "lower" store level (i.e., for ABC Industries stores in Chicago, Peoria, St. Louis, and Eureka), as shown in Fig. 4, for example.
- the summary line feature 208 displays the data over the entire time period, in this example 1999 through year to date 2000.
- Fig. 4 illustrates the percentage of claim dollars recovered for each store within dealership ABC Industries. More particularly, the Chicago, Peoria, St. Louis, and Eureka stores make up the percentage of claim dollars for ABC Industries.
- the claim dollars recovered key performance indicator reflects, as a percentage, the amount of claims recovered for the reporting period and is calculated by dividing the settlement dollars received for claims within the reporting period by the claim dollars submitted.
- Fig. 4 further illustrates a pie graph 260 which automatically changes to reflect the corresponding level of detail shown in data area 270.
- the user can click on the store Eureka column, as generally indicated by numeral 280, thereby accessing, in the hierarchy of available displays, data immediately “below” the present display.
- the resulting display is generally indicated by numeral 300 in Fig. 5.
- Fig. 5 further illustrates a pie graph 310 which reflect the corresponding level of detail shown in data area 320. As explained previously, the color highlighting the key process indicator in the summary area feature depicts the closeness of meeting particular goals. Overall, the Eureka store is very close to meeting its claim dollars recovered goal of 96%, as shown in cell 325, and thus is highlighted in yellow.
- the Main Shop cost center has clearly exceeded the pre-set goal, as shown in cell 330, and thus is highlighted in green whereas the Specialization cost center is close to meeting the pre-set goal, as shown in cell 335, and thus is highlighted in yellow.
- the Track Shop cost center appears to be performing well below the pre-set goal, as shown in cell 340, and thus is highlighted in red.
- the user can select the cost center Track Shop column, as generally indicated by numeral 350, thereby accessing, in the hierarchy of displays, the display immediately “below” the present display.
- the resulting display is generally indicated by numeral 400 in Fig. 6.
- Fig. 6 the percentage of claim dollars recovered for each warranty type within cost center Track Shop, store Eureka, dealership ABC Industries is depicted. More particularly, the Standard or "STD” and "PSP" warranty types make up the percentage of claim dollars recovered for the Track Shop cost center. In this depiction, it is obvious that the cost center Track Shop is declining on STD and PSP warranty types goals, as shown by cells 410, 420, and 430 which are highlighted in red. Further investigation is likely desired to pinpoint the root cause of the problem. Accordingly, to further "drill down” and view the data for each warranty type used within cost center Track Shop during each quarter of 1999 the user can select the 1999' row, as generally indicated by numeral 440. This step will access, in the hierarchy of displays, a display immediately “below” the present display. The resulting display is generally indicated by numeral 450 in Fig. 7.
- Fig. 7 the percentage of claim dollars recovered for warranty types STD' and PSP' within the Track Shop cost center, Eureka store, dealership ABC Industries during all 1999 quarters is illustrated. More particularly, each quarter in 1999 make up the percentage of claim dollars recovered for the STD and PSP warranty types in year 1999 . It is clear that the first quarter of 1999 contains one of the lower percentages of claim dollars recovered by warranty types STD and PSP. To further identify the problem, therefore, a user can select to "drill down" to view the data for each warranty type within cost center Track Shop during each month of the first quarter of 1999 by selecting the '1999 Ql' row, as generally indicated by numeral 460.
- this interface screen is the lowest level of display in the hierarchy of displays and thus presents to the problem at the most detailed level based on the entered representative data .
- Fig. 8 depicts the percentage of claim dollars recovered for each warranty ' type within dealership ABC Industries, store Eureka, cost center Track Shop during the first quarter months of 1999 and is generally indicated by numeral 480. More particularly, "drill up" capabilities can be shown by selecting the Track Shop column as generally indicated by numeral 490. By doing so, the user can now view store Eureka and all cost centers within Eureka, as generally shown by numeral 500 in Fig. 9. Similarly, by selecting the Eureka column, as generally indicated by numeral 510, the user may view all stores within ABC Industries during the first quarter of 1999, as generally indicated by numeral 530 in Fig. 10. Thus, in Figs. 8-
- a hierarchy of displays is created where the calculated key process indicators displayed at each hierarchical level are calculated from the key process indicators from the next lower hierarchical level.
- the creation of a hierarchy of display then, requires the ability to access a display immediately above the present display as well as the display immediately below the present display in the hierarchy.
- each key process indicator has a varying structure and level of hierarchical detail based upon how each key process is calculated and measured.
- the hierarchy of displays for technician productivity 38 in the category labor productivity 14 depicts hierarchical detail to each technician in each technical field on a daily basis. Consequently, no matter what type of key process indicator is measured or managed, the present invention can judiciously monitor and report how the various aspects of a service or repair business is operating.
- Fig. 11 illustrates the percentage of claim dollars recovered within dealership ABC Industries, all stores, and all cost centers during the 1999 year.
- a user's reporting needs can be completely satisfied by providing the capability of manipulating all data in multiple ways.
- this examplary interface screen as generally depicted by numeral 550, instead of showing the data for an individual store during a specific time period, the user can create a crosstab, as generally shown by numeral 560, showing the percentage of claim dollars for each cost center within each dealer store.
- a user can create a crosstab, as generally depicted by numeral 570 in Fig. 12, showing the percentage of claim dollars for each warranty type within each of the dealer's stores.
- a user can organize an interface screen or display to illustrate the raw measurement data within each store for dealership ABC Industries' over the 1999- 2000 reporting period.
- Fig. 13 illustrates a report displaying (for each store within the dealership) the key performance indicators for the category additional measures 18, which include, as shown generally by numeral 600, the claim dollars recovered key performance indicator 92 as well as the factors used in calculating the key performance indicator claim dollars recovered 92, which include, total settlement dollar amount and the total claim dollars submitted.
- the user can modify the first row of the data area feature to view all cost centers within all stores within the dealership ABC Industries, as indicated by numeral 620.
- the information depicted as a bar graph in Fig. 14 can be shown as a bar graph as indicated by numeral 630 in Fig. 15. Again, this additional multi-functional reporting capability provides the user with ability to deeply probe dealer data for efficient management of strategic business related goals.
- the present invention is advantageously applicable to monitor and report how the various aspects of a service or repair business is operating.
- the user enters the data regarding various work orders that have been bid or accepted for work.
- Targeted goal data is also entered relative to the desired efficiency and productivity of the work site.
- the system then calculates and displays to the user at a multitude of levels how the business is operating and how close the business is coming to achieving the targeted goals.
- the user can drill down through any display to subsequently display the detail information that the system used to calculate the original display.
Abstract
Description
Claims
Priority Applications (3)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
DE10195923T DE10195923T1 (en) | 2000-03-14 | 2001-02-05 | System and method for managing key process indicators |
GB0220485A GB2375861A (en) | 2000-03-14 | 2001-02-05 | System and method for managing key process indicators |
AU2001233328A AU2001233328A1 (en) | 2000-03-14 | 2001-02-05 | System and method for managing key process indicators |
Applications Claiming Priority (4)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US18918800P | 2000-03-14 | 2000-03-14 | |
US60/189,188 | 2000-03-14 | ||
US55747800A | 2000-04-24 | 2000-04-24 | |
US09/557,478 | 2000-04-24 |
Publications (2)
Publication Number | Publication Date |
---|---|
WO2001069421A2 true WO2001069421A2 (en) | 2001-09-20 |
WO2001069421A3 WO2001069421A3 (en) | 2003-01-30 |
Family
ID=26884872
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
PCT/US2001/003732 WO2001069421A2 (en) | 2000-03-14 | 2001-02-05 | System and method for managing key process indicators |
Country Status (4)
Country | Link |
---|---|
AU (1) | AU2001233328A1 (en) |
DE (1) | DE10195923T1 (en) |
GB (1) | GB2375861A (en) |
WO (1) | WO2001069421A2 (en) |
Cited By (9)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
EP1661082A2 (en) * | 2003-09-04 | 2006-05-31 | Electronic Data Systems Corporation | System, method, and computer program product for managing interoperable data processing system services |
US7716571B2 (en) | 2006-04-27 | 2010-05-11 | Microsoft Corporation | Multidimensional scorecard header definition |
US7716592B2 (en) | 2006-03-30 | 2010-05-11 | Microsoft Corporation | Automated generation of dashboards for scorecard metrics and subordinate reporting |
US7840896B2 (en) | 2006-03-30 | 2010-11-23 | Microsoft Corporation | Definition and instantiation of metric based business logic reports |
US8190992B2 (en) | 2006-04-21 | 2012-05-29 | Microsoft Corporation | Grouping and display of logically defined reports |
US8261181B2 (en) | 2006-03-30 | 2012-09-04 | Microsoft Corporation | Multidimensional metrics-based annotation |
US8321805B2 (en) | 2007-01-30 | 2012-11-27 | Microsoft Corporation | Service architecture based metric views |
US8495663B2 (en) | 2007-02-02 | 2013-07-23 | Microsoft Corporation | Real time collaboration using embedded data visualizations |
US9058307B2 (en) | 2007-01-26 | 2015-06-16 | Microsoft Technology Licensing, Llc | Presentation generation using scorecard elements |
Citations (5)
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EP0573171A2 (en) * | 1992-05-18 | 1993-12-08 | Aircraft Technical Publishers | Computer aided maintenance and repair information system for equipment subject to regulatory compliance |
US5500795A (en) * | 1992-07-30 | 1996-03-19 | Teknekron Infoswitch Corporation | Method and system for monitoring and controlling the performance of a call processing center |
US5601784A (en) * | 1994-09-09 | 1997-02-11 | Electric Power Research Institute | On-line control and monitoring system for wet lime/limestone flue gas desulfurization process |
US5724379A (en) * | 1990-05-01 | 1998-03-03 | Healthchex, Inc. | Method of modifying comparable health care services |
US5909669A (en) * | 1996-04-01 | 1999-06-01 | Electronic Data Systems Corporation | System and method for generating a knowledge worker productivity assessment |
-
2001
- 2001-02-05 DE DE10195923T patent/DE10195923T1/en not_active Withdrawn
- 2001-02-05 WO PCT/US2001/003732 patent/WO2001069421A2/en active Application Filing
- 2001-02-05 GB GB0220485A patent/GB2375861A/en not_active Withdrawn
- 2001-02-05 AU AU2001233328A patent/AU2001233328A1/en not_active Abandoned
Patent Citations (5)
Publication number | Priority date | Publication date | Assignee | Title |
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US5724379A (en) * | 1990-05-01 | 1998-03-03 | Healthchex, Inc. | Method of modifying comparable health care services |
EP0573171A2 (en) * | 1992-05-18 | 1993-12-08 | Aircraft Technical Publishers | Computer aided maintenance and repair information system for equipment subject to regulatory compliance |
US5500795A (en) * | 1992-07-30 | 1996-03-19 | Teknekron Infoswitch Corporation | Method and system for monitoring and controlling the performance of a call processing center |
US5601784A (en) * | 1994-09-09 | 1997-02-11 | Electric Power Research Institute | On-line control and monitoring system for wet lime/limestone flue gas desulfurization process |
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Cited By (11)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
EP1661082A2 (en) * | 2003-09-04 | 2006-05-31 | Electronic Data Systems Corporation | System, method, and computer program product for managing interoperable data processing system services |
EP1661082A4 (en) * | 2003-09-04 | 2007-02-07 | Electronic Data Syst Corp | System, method, and computer program product for managing interoperable data processing system services |
US7716592B2 (en) | 2006-03-30 | 2010-05-11 | Microsoft Corporation | Automated generation of dashboards for scorecard metrics and subordinate reporting |
US7840896B2 (en) | 2006-03-30 | 2010-11-23 | Microsoft Corporation | Definition and instantiation of metric based business logic reports |
US8261181B2 (en) | 2006-03-30 | 2012-09-04 | Microsoft Corporation | Multidimensional metrics-based annotation |
US8190992B2 (en) | 2006-04-21 | 2012-05-29 | Microsoft Corporation | Grouping and display of logically defined reports |
US7716571B2 (en) | 2006-04-27 | 2010-05-11 | Microsoft Corporation | Multidimensional scorecard header definition |
US9058307B2 (en) | 2007-01-26 | 2015-06-16 | Microsoft Technology Licensing, Llc | Presentation generation using scorecard elements |
US8321805B2 (en) | 2007-01-30 | 2012-11-27 | Microsoft Corporation | Service architecture based metric views |
US8495663B2 (en) | 2007-02-02 | 2013-07-23 | Microsoft Corporation | Real time collaboration using embedded data visualizations |
US9392026B2 (en) | 2007-02-02 | 2016-07-12 | Microsoft Technology Licensing, Llc | Real time collaboration using embedded data visualizations |
Also Published As
Publication number | Publication date |
---|---|
AU2001233328A1 (en) | 2001-09-24 |
GB2375861A (en) | 2002-11-27 |
WO2001069421A3 (en) | 2003-01-30 |
DE10195923T1 (en) | 2003-05-22 |
GB0220485D0 (en) | 2002-10-09 |
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