Unified Plan Model Visualization for Enterprise Coordination

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Solution Overview

Problem

Modern enterprises face complexity in planning and decision-making due to multiple departments and business units with conflicting goals, requiring effective software-based models to improve collaboration and optimization of plans across various levels and domains.

Innovation Solution

A software system for business outcome modeling that includes plan models, which are accessed and used by clients to generate, maintain, and interact with plan models, enabling interactive decision-making, scenario planning, and optimization of business plans across different domains and levels within an organization.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If multiple departments and business units operate with their own separate plans and goals, then each unit can optimize its own objectives, but the overall enterprise coordination and collaboration deteriorate

Engineering Contradiction:
Improvedepartmental optimizationVSAvoidenterprise coordination
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent merges multiple departmental plans into a unified enterprise-wide plan model. The system integrates plans from different departments (sales, marketing, operations) into a single coherent plan that coordinates all activities, resolving the contradiction between departmental optimization and enterprise coordination by combining separate planning efforts into a unified framework.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The plan model serves multiple functions simultaneously: it acts as a goal-setting tool, a resource allocation mechanism, a progress tracking system, and a collaboration platform. This universal plan model handles various enterprise planning needs across different departments, enabling both specialized optimization and overall coordination through a single multi-functional system.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Ease of operation

If traditional planning methods are used without interactive visualization, then implementation is straightforward, but decision-making speed and collaboration efficiency deteriorate

Engineering Contradiction:
Improveplan implementationVSAvoiddecision-making speed
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The system creates visual copies and representations of the plan model through interactive graphics on user interfaces. These visual copies include Gantt charts, roadmaps, and progress indicators that replicate the plan's structure and status, enabling users to quickly understand and collaborate on plans without complex manual processes, thus accelerating decision-making while maintaining ease of implementation.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The plan model incorporates real-time feedback mechanisms that automatically update visual representations based on progress data, resource availability, and changing conditions. This feedback loop provides immediate information to stakeholders, enabling rapid decision-making and collaborative adjustments without compromising the straightforward implementation of the plan.

Inventive Principle:
Principle #23Feedback

3Manufacturing precision

If detailed plan models are created for all enterprise activities, then planning precision improves, but system complexity and difficulty of management worsen

Engineering Contradiction:
Improveplanning precisionVSAvoidplan model management
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The plan model is segmented into hierarchical levels and modular components representing different enterprise domains (sales, marketing, operations) and timeframes. This segmentation allows detailed planning precision at each level while managing overall complexity through structured organization, enabling precise planning without overwhelming system complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system introduces an intermediary plan model layer that sits between detailed operational plans and high-level strategic goals. This intermediary model aggregates and coordinates detailed activities across departments, providing planning precision for individual components while simplifying overall management through a coordinating intermediate structure.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11816620B2Plan modeling visualization
Publication Date: 2023.11.14 O9 SOLUTIONS INC
  • US11816620B2 patent drawing
  • US11816620B2 patent drawing
  • US11816620B2 patent drawing

AI summary

A plan model system provides interactive graphical user interfaces allowing users to view and navigate to multiple alternative views of measures modeled in one or more planning models. A modeled event is provided by a user relating to a measure of a particular plan model modeling outcomes of a particular business domain of a business organization. An effect of the event on values of one or more measures of the plan model is determined. A graphical representation is presented in the graphical user interface illustrating the effect.