Online Wizard for Selective Methodology Implementation
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Solution Overview
Problem
Implementing customized Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions can be difficult and expensive, requiring extensive installation of methodology content on local client computers and involving complex server setups, with each update necessitating further installations.
Innovation Solution
A network-based system that maintains a comprehensive customer engagement methodology on a server, allowing users to selectively implement relevant content and metadata through a collaborative computing environment, leveraging cloud resources for efficient distribution and updates, enabling asynchronous parallel processing to streamline the implementation process.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If the entire methodology content is installed on the local client computer, then the comprehensive customer engagement methodology can be utilized, but the device complexity and installation burden increase
Solution Approach 1:
The patent extracts the essential methodology content (documents and metadata) from the complete comprehensive customer engagement methodology package and selectively installs only the relevant portions on the local client computer. This extraction principle reduces the installation burden and device complexity while maintaining adaptability by allowing selective deployment of methodology components based on project requirements.
Solution Approach 2:
The patent segments the comprehensive customer engagement methodology into discrete documents and metadata components that can be selectively installed and managed. By dividing the complete methodology into smaller, manageable segments, the system allows clients to install only the necessary portions rather than the entire methodology, thereby reducing installation complexity while preserving versatility.
2Adaptability or versatility
If a thick client application is used to create the collaboration site, then the methodology can be implemented, but the ease of operation decreases
Solution Approach 1:
The patent introduces an intermediary mechanism (the server-based methodology service) that mediates between the client application and the comprehensive customer engagement methodology. This intermediary handles the complex tasks of methodology management, document retrieval, and metadata processing, allowing the client application to remain simple and easy to operate while still providing full methodology implementation capabilities.
3Reliability
If update components are installed on the local client computer for each methodology release, then the latest methodology is available, but the loss of time and operational burden increase
Solution Approach 1:
The patent extracts update functionality from the local client environment and relocates it to the server. Instead of installing update components on each client computer, the system selectively retrieves updated documents and metadata from the server, reducing update installation time and operational burden while maintaining reliability of methodology updates.
4Adaptability or versatility
If the entire methodology content is provided locally, then complete functionality is available, but the quantity of substance and storage requirements increase
Solution Approach 1:
The patent uses selective copying of methodology content from the server to the local client environment. Instead of providing the entire comprehensive customer engagement methodology locally, the system copies only the specific documents and metadata required for the current project, thereby reducing storage requirements while maintaining complete functionality for the selected methodology portions.
Data Source
AI summary
Embodiments of a method for creating a methodology implementation that supplements a business application are described. In one embodiment, a comprehensive customer engagement methodology is maintained on a server and defines processes and disciplines related to the business application. A series of requests is received from a collaborative computing environment. The series of requests collectively represent a request for a collection of documents and related metadata included in the comprehensive customer engagement methodology. The series of requests are then responded to by providing a copy of the collection of documents and related metadata.