IP Library Granted Patent US 8,489,442
Granted Patent B1
US 8,489,442 · App. 10/770,640 · Granted Jul 16, 2013

Interface for meeting facilitation and coordination, method and apparatus

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Quick Facts
Patent No.
US 8,489,442
App. No.
10/770,640
Granted
Jul 16, 2013
Kind
B1
Abstract

The present invention is directed to an overlay interface for facilitating and coordinating meetings. In particular, a central overlay interface tool having access to a plurality of applications is provided for scheduling meetings at dates and times at which desired meeting attendees are available. The tool allows for communications related to the meeting to be automatically generated and sent to participants. In addition, communications may be received and acted on by the tool. The tool may also provide for the identification of materials related to the meeting, and provide access to such materials to attendees. In a further aspect, the overlay interface allows for follow-up and sidebar meetings to be scheduled.

Claims (76)

1. A method for scheduling a meeting using an overlay interface, comprising:

identifying a need for a meeting between a plurality of persons;

a computer including a processor and memory executing said overlay interface, wherein the computer is a first workstation associated with a user and the overlay interface executes on the first workstation;

said overlay interface determining a list of desired meeting attendees, wherein said determined list of desired meeting attendees is entered into said overlay interface through a user interface of the first workstation;

said overlay interface accessing a first electronic calendar process on the first workstation, wherein the first electronic calendar process is associated with the user;

said overlay interface accessing a second electronic calendar process on a second workstation, the second workstation associated with at least one of the desired meeting attendees, wherein said first electronic calendar process and said second electronic calendar process are disparate calendar applications;

said overlay interface polling the second electronic calendar process associated with the at least one of the desired meeting attendees to obtain desired attendee availability information;

in response to said polling, said overlay interface obtaining at least a first potential meeting date and time;

said overlay interface selecting a potential meeting date and time, wherein said selected potential meeting date and time is entered into said overlay interface through the user interface of the first workstation; and

said overlay interface notifying the at least one desired meeting attendee of said selected potential meeting date and time using at least a first electronic communication process, wherein a meeting is scheduled in the second electronic calendar process of one of the at least one desired meeting attendee and the user.

2. The method of claim 1 , further comprising:

using a scheduling process accessed through said overlay interface, comparing said desired meeting attendee availability information and from said desired meeting attendee availability information identifying at least a first candidate meeting date and time;

using said scheduling process, checking for at least a first disqualifying issue associated with said at least a first candidate meeting date and time; and

in response to failing to find a disqualifying issue associated with said at least a first candidate meeting date and time, said overlay interface placing said at least a first candidate meeting date and time in a potential meeting date and time list, wherein said selecting a potential meeting date and time includes selecting at least one potential meeting date and time from said list.

3. The method of claim 2 , wherein said at least a first disqualifying issue includes at least one of the following disqualifications: not during business hours, weekend, holiday, vacation, and previously scheduled issue.

4. The method of claim 1 , further comprising:

determining support materials for said scheduled meeting; and

establishing a list of said selected materials, wherein said list of selected materials is maintained by said overlay interface, wherein said selected materials comprise at least one of a document, a projector, and a teleconference device.

5. The method of claim 1 , further comprising:

using one of said at least a first communication process and a second communication process accessed through said overlay interface, establishing a communication link between each of said desired meeting attendees at or about said scheduled meeting date and time;

receiving an acknowledgement that at least two of said desired attendees are actual attendees; and

using an electronic communication process accessed through said overlay interface, exchanging information between said at least two actual attendees.

6. The method of claim 5 , further comprising:

determining a need for a subsequent meeting;

determining a list of desired subsequent meeting attendees;

using said second electronic calendar process accessed through said overlay interface, polling a calendar associated with each of said desired attendees;

in response to said polling, obtaining at least a first potential subsequent meeting date and time;

selecting a potential subsequent meeting date and time; and

using said electronic communication process accessed through said overlay interface, notifying said desired subsequent meeting attendees of said selected subsequent meeting date and time, wherein a subsequent meeting is scheduled.

7. The method of claim 5 , further comprising:

determining a need for a simultaneous sidebar meeting;

determining a list of desired simultaneous sidebar meeting attendees;

using a resource scheduling application accessed through said overlay interface, polling said resource scheduling application for available resources;

in response to said polling, scheduling said sidebar meeting through said overlay interface; and

presenting said sidebar meeting and said at least two of said desired attendees that are actual attendees in the meeting in a display at the same time.

8. The method of claim 5 , further comprising: using a separate word processing process accessed through said overlay interface, taking meeting minutes during said meeting.

9. The method of claim 5 , further comprising: using a data process accessed through said overlay interface, distributing information to said actual attendees.

10. The method of claim 9 , further comprising: using said overlay interface, sequencing said information distributed to said actual attendees.

11. The method of claim 9 , wherein said data process accessed through said overlay interface comprises at least one of a word processing application, a spreadsheet application, and a presentation application.

12. The method of claim 1 , further comprising: displaying data to a meeting attendee using a data process accessed through said overlay interface.

13. The method of claim 12 , wherein said data is displayed in a sub-window of said overlay interface.

14. The method of claim 1 , further comprising:

determining a need for a specific action by a selected meeting attendee during said meeting;

using a word processing process accessed through said overlay interface, creating a record of said specific action; and

using one of said first electronic communication process and a second electronic communication process accessed through said overlay interface, communicating said record of said specific action to at least said selected meeting attend.

15. The method of claim 1 , wherein said electronic communication process accessed through said overlay interface comprises at least one of a telephony application, a chat application, an instant messaging application, a voice mail application, a facsimile application and an email application.

16. The method of claim 1 , further comprising: using a resource scheduling application accessed through said overlay interface, determining an availability of a resource, wherein said selecting a potential meeting date and time comprises selecting a potential meeting date and time obtained from said polling of said calendar and corresponding to a date and time at which said resource is available.

17. The method of claim 16 , wherein said resource scheduling application comprises at least one of a teleconferencing resource and a meeting room resource.

18. A computer readable medium having stored thereon computer-executable instructions, which, when executed by a processor, cause the processor to execute a method for scheduling a meeting using an overlay interface, comprising:

identifying a need for a meeting between a plurality of persons;

said overlay interface determining a list of desired meeting attendees, wherein said determined list of desired meeting attendees is entered into said overlay interface through a user interface of a first workstation;

said overlay interface accessing a first electronic calendar process on the first workstation, wherein the first electronic calendar process is associated with the user;

said overlay interface accessing a second electronic calendar process on a second workstation, the second workstation associated with at least one of the desired meeting attendees, wherein said first electronic calendar process and said second electronic calendar process are disparate calendar applications;

said overlay interface polling the second electronic calendar process associated with at least one of the desired meeting attendees to obtain desired attendee availability information;

in response to said polling, said overlay interface obtaining at least a first potential meeting date and time;

said overlay interface selecting a potential meeting date and time, wherein said selected potential meeting date and time is entered into said overlay interface through a user interface of the first workstation; and

said overlay interface notifying at least one desired meeting attendee of said selected potential meeting date and time using at least a first electronic communication process, wherein a meeting is scheduled in at least one of the second electronic calendar process of the at least one desired meeting attendee and the first electronic calendar process of the user.

19. A first workstation comprising:

a memory operable to store computer-executable instructions;

a processor in communication with the memory, the processor operable to retrieve the computer-executable instructions from the memory and to execute the computer-executable instructions, the computer-executable instructions comprising:

instructions to identify a need for a meeting between a plurality of persons;

instructions to execute an overlay interface;

instructions to determine a list of desired meeting attendees, wherein said determined list of desired meeting attendees is entered into said overlay interface through a user interface of the first workstation;

instructions to access a first electronic calendar process on the first workstation, wherein the first electronic calendar process is associated with a user;

instructions to access a second electronic calendar process on a second workstation, the second workstation associated with at least one of the desired meeting attendees, wherein said first electronic calendar process and said second electronic calendar process are disparate calendar applications;

instructions to poll the second electronic calendar process associated with at least one of the desired meeting attendees to obtain desired attendee availability information;

in response to said polling, instructions to obtain at least a first potential meeting date and time;

instructions to select a potential meeting date and time, wherein said selected potential meeting date and time is entered into said overlay interface through a user interface of the first workstation; and

instructions to notify at least one desired meeting attendee of said selected potential meeting date and time using at least a first electronic communication process, wherein a meeting is scheduled in at least one of the second electronic calendar process of the at least one desired meeting attendee and the first electronic calendar process of the user.

20. The method of claim 5 , further comprising:

determining a need for a simultaneous sidebar meeting;

determining a list of desired simultaneous sidebar meeting attendees;

using a resource scheduling application accessed through said overlay interface, polling said resource scheduling application for available resources;

in response to said polling, scheduling said sidebar meeting through said overlay interface;

presenting said sidebar meeting and said at least two of said desired attendees that are actual attendees in the meeting in a display at the same time; and

using a word processing process accessed through said overlay interface, taking meeting minutes during said meeting.

Assignments (17)
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 61087/0386) Recorded May 18, 2023
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS NOTES COLLATERAL AGENT
To: AVAYA MANAGEMENT L.P.; AVAYA INC.; INTELLISIST, INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC
Reel/Frame 063690/0359 →
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 045034/0001) Recorded May 18, 2023
From: GOLDMAN SACHS BANK USA., AS COLLATERAL AGENT
To: ZANG, INC. (FORMER NAME OF AVAYA CLOUD INC.); AVAYA INC.; INTELLISIST, INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES, INC.; HYPERQUALITY, INC.; HYPERQUALITY II, LLC; CAAS TECHNOLOGIES, LLC; AVAYA MANAGEMENT L.P.
Reel/Frame 063779/0622 →
RELEASE OF SECURITY INTEREST IN PATENTS AT REEL 45124/FRAME 0026 Recorded Apr 26, 2023
From: CITIBANK, N.A., AS COLLATERAL AGENT
To: AVAYA HOLDINGS CORP.; AVAYA INC.; AVAYA MANAGEMENT L.P.; AVAYA INTEGRATED CABINET SOLUTIONS LLC
Reel/Frame 063457/0001 →
RELEASE OF SECURITY INTEREST ON REEL/FRAME 020166/0705 Recorded Aug 26, 2022
From: CITICORP USA, INC.
To: AVAYA, INC.; SIERRA HOLDINGS CORP.; AVAYA TECHNOLOGY, LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES, INC.
Reel/Frame 061328/0074 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Aug 5, 2022
From: AVAYA INC.; INTELLISIST, INC.; AVAYA MANAGEMENT L.P.; AVAYA CABINET SOLUTIONS LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 061087/0386 →
BANKRUPTCY COURT ORDER RELEASING THE SECURITY INTEREST RECORDED AT REEL/FRAME 020156/0149 Recorded Jul 25, 2022
From: CITIBANK, N.A., AS ADMINISTRATIVE AGENT
To: AVAYA, INC.; AVAYA TECHNOLOGY LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES
Reel/Frame 060953/0412 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 14, 2019
From: AVAYA INC.
To: RED HAT, INC.
Reel/Frame 049469/0607 →
SECURITY INTEREST Recorded Jun 14, 2019
From: CITIBANK, N.A.
To: AVAYA INC.
Reel/Frame 049469/0382 →
SECURITY INTEREST Recorded Jun 14, 2019
From: GOLDMAN SACHS BANK USA
To: AVAYA INC.
Reel/Frame 049469/0467 →
SECURITY INTEREST Recorded Jan 23, 2018
From: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES, INC.; ZANG, INC.
To: CITIBANK, N.A., AS COLLATERAL AGENT
Reel/Frame 045124/0026 →
SECURITY INTEREST Recorded Jan 10, 2018
From: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES, INC.; ZANG, INC.
To: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
Reel/Frame 045034/0001 →
BANKRUPTCY COURT ORDER RELEASING ALL LIENS INCLUDING THE SECURITY INTEREST RECORDED AT REEL/FRAME 041576/0001 Recorded Dec 15, 2017
From: CITIBANK, N.A.
To: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS INC.; OCTEL COMMUNICATIONS LLC (FORMERLY KNOWN AS OCTEL COMMUNICATIONS CORPORATION); VPNET TECHNOLOGIES, INC.
Reel/Frame 044893/0531 →
BANKRUPTCY COURT ORDER RELEASING ALL LIENS INCLUDING THE SECURITY INTEREST RECORDED AT REEL/FRAME 030083/0639 Recorded Dec 15, 2017
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
To: AVAYA INC.
Reel/Frame 045012/0666 →
BANKRUPTCY COURT ORDER RELEASING ALL LIENS INCLUDING THE SECURITY INTEREST RECORDED AT REEL/FRAME 029608/0256 Recorded Dec 15, 2017
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
To: AVAYA INC.
Reel/Frame 044891/0801 →
BANKRUPTCY COURT ORDER RELEASING ALL LIENS INCLUDING THE SECURITY INTEREST RECORDED AT REEL/FRAME 025863/0535 Recorded Dec 15, 2017
From: THE BANK OF NEW YORK MELLON TRUST, NA
To: AVAYA INC.
Reel/Frame 044892/0001 →
SECURITY INTEREST Recorded Jan 27, 2017
From: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS INC.; OCTEL COMMUNICATIONS CORPORATION; VPNET TECHNOLOGIES, INC.
To: CITIBANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 041576/0001 →
SECURITY AGREEMENT Recorded Jan 10, 2013
From: AVAYA, INC.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
Reel/Frame 029608/0256 →