Interview-based enterprise planning
An enterprise planning system provides interview-based enterprise planning techniques that enable users to interact with a simple, manageable and understandable front-end for complex planning software. The interview-based enterprise planning system guides users through an enterprise planning process that captures the planning data with a set of ordered input screens that include an interview-based progression of an enterprise planning session. The interview-based enterprise planning system presents an interview-based question and answer planning process in which users enter input data through a combination of, for example, input fields, yes-no answers to interview questions, and drop-down boxes. The interview-based planning process may be customized on an organization wide basis, on a per plan basis, and/or on a per user basis.
1 . A computing system comprising:
a multi-dimensional data store to store planning data for an enterprise planning session; and
a user interface executing on the computing system that captures the planning data from a user for storage within the data store,
wherein the user interface captures the planning data with a set of ordered input screens that present an interview-based progression of an enterprise planning session.
2 . The computing system of claim 1 , wherein the user interface presents updated totals as the user provides the planning data throughout the enterprise planning session.
3 . The computing system of claim 1 ,
wherein each of the ordered input screens presents at least one input area to capture a respective portion of the planning data, and
wherein the user interface stores the captured planning data within the data store to form multi-dimensional planning data.
4 . The computing system of claim 3 , wherein the input area includes at least one of input fields, yes/no answers to interview queries, or drop-down boxes.
5 . The computing system of claim 3 , wherein the input area includes at least one of a grid or a spreadsheet.
6 . The computing system of claim 1 , wherein the user interface includes a bottom line window that presents updated totals for defined measures as the user provides the planning data throughout the enterprise planning session.
7 . The computing system of claim 6 , wherein the defined measures include at least one of profit, margin, and market share.
8 . The computing system of claim 1 , wherein the user interface includes a document window that presents a list of documents relevant to the enterprise planning session.
9 . The computing system of claim 1 , wherein the user interface presents at least one of a chart or a table indicative of updated totals as the user provides the planning data throughout the enterprise planning session.
10 . The computing system of claim 1 , wherein the user interface includes a workflow window.
11 . The computing system of claim 6 , wherein the workflow window includes a task list that sorts the workflow into planning categories.
12 . The computing system of claim 11 , wherein the workflow window includes a validation column that marks whether each task in the task list is validated.
13 . The computing system of claim 11 , wherein each task in the task list has a corresponding set of ordered input screens.
14 . The computing system of claim 11 , wherein the user selects a desired task from the task list.
15 . The computing system of claim 1 , wherein the user saves captured planning data and re-enter the enterprise planning session at a later time.
16 . The computing system of claim 1 , wherein the set of ordered input screens is customized based on the user's previous responses.
17 . The computing system of claim 1 , wherein the system automatically leads the user through the ordered input screens.
18 . The computing system of claim 1 , wherein the planning data is stored on a server and a client device presents the user interface.
19 . A method comprising:
presenting a set of ordered input screens that include an interview-based progression of an enterprise planning session; and
capturing planning data within the set ordered input screens.
20 . The method of claim 19 , further comprising presenting updated totals as a user provides the planning data throughout the enterprise planning session.
21 . The method of claim 19 , further comprising presenting at least one input area within the set of ordered input screens to capture a respective portion of the planning data.
22 . The method of claim 21 , storing the captured planning data within a data store.
23 . The method of claim 19 , further comprising presenting a bottom line window that presents updated totals for defined measures as a user provides the planning data throughout the enterprise planning session.
24 . The method of claim 23 , further comprising presenting at least one of profit, margin, and market share.
25 . The method of claim 19 , further comprising presenting a document window having a list of documents relevant to the enterprise planning session.
26 . The method of claim 19 , further comprising presenting a workflow window having a task list that sorts the enterprise planning session into planning categories.
27 . The method of claim 26 , further comprising presenting a corresponding series of ordered input screens for each task in the task list.
28 . The method of claim 19 , further comprising automatically leading the user through the set of ordered input screens throughout the enterprise planning session.
29 . The method of claim 19 , further comprising customizing the set of ordered input screens presented to a user based on the user's previous responses.
30 . The method of claim 19 , further comprising customizing the set of ordered input screens based on a type of organization or a type of user.
31 . A method comprising presenting a set of ordered input screens that include an interview-based progression of an enterprise planning session.
32 . A method comprising presenting an interview-based enterprise planning process that guides a user through an ordered sequence of input screens in which the user enters enterprise planning data.