IP Library Granted Patent US 8,712,812
Granted Patent B2
US 8,712,812 · App. 12/342,052 · Granted Apr 29, 2014

Strategic planning management

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Quick Facts
Patent No.
US 8,712,812
App. No.
12/342,052
Granted
Apr 29, 2014
Kind
B2
Abstract

An information technology (IT) strategic management system (and corresponding methodology) that enhances efficiency and effectiveness of IT planning processes and projects is provided. In particular aspects, the systems commence with a review of current IT state and strategy influencers. The state is analyzed to establish (or alternatively, to update) a strategy summary. The strategy summary can be presented for leadership approval and subsequently communicated to stakeholders for deployment.

Claims (40)

1. A system that facilitates strategic IT (information technology) planning, comprising:

at least one processor coupled to a memory, the processor executing:

an assessment component that reviews a current business state of a business;

an analysis component that evaluates the current business state and establishes a focus strategy, wherein the analysis component generates one or more queries related to weaknesses of the business, and wherein the focus strategy is based at least in part on responses to the one or more queries;

a summary manager component that employs the focus strategy to generate one or more forms; and

at least one user interface that collects first information via the one or more forms,

wherein the summary manager component aggregates the collected information and generates a strategy summary based at least in part on a subset of the first information and on second information associated with one or more prior strategies.

2. The system of claim 1 , the focus strategy is at least one of a two- or three-year strategy.

3. The system of claim 1 , wherein the aggregation of information is facilitated via a Web-based interface page.

4. The system of claim 1 , wherein the aggregation of information is facilitated via a text-based document.

5. The system of claim 1 , wherein the strategy summary includes at least one of vision & rationale for change, current state, future state, initiatives & financial projections, strategy timeline or strategy metrics.

6. The system of claim 1 , wherein the assessment component employs a plurality of strategy influencers that influence the strategy.

7. The system of claim 6 , wherein the plurality of influencers include at least one of internal or external influencers.

8. The system of claim 7 , wherein the internal influencers include at least one of corporate policies, business strategies, IT goals & objectives, IT performance, IT challenges, capability & function analysis, risk analysis, financial analysis, workforce management analysis, application portfolio analysis, policies & standards, quality management or future state process models.

9. The system of claim 7 , wherein the external influencers include at least one of industry trends & emerging technologies, globalization, vendor management or benchmarking.

10. The system of claim 1 , further comprising a collaboration component that facilitates collaboration of individuals based upon the strategy summary, wherein the collaboration generates at least one of comments and suggested revisions to the strategy summary.

11. The system of claim 10 , wherein the at least one of comments and suggested revisions are incorporated into a revised strategy summary based in part upon the strategy summary.

12. The system of claim 11 , further comprising a management approval component that facilitates presentation of the revised strategy summary to management for approval, wherein the presentation employs a series of searchable visual interfaces.

13. The system of claim 12 , further comprising a deployment component that facilitates communication of the approved revised strategy summary to one of team members or stakeholders.

14. A computer-implemented method of strategically planning information technology (IT), comprising:

storing computer executable instructions on a memory;

employing a processor that executes the computer executable instructions stored on the memory to implement the following acts:

reviewing current state of a business scenario by way of a user interface (UI);

reviewing a plurality of strategy influencers that relate to the business scenario via the UI;

generating one or more queries related to the business scenario;

analyzing the current state based upon a subset of the strategy influencers, wherein the analysis reveals a plurality of findings and priorities, wherein the plurality of findings and priorities is based at least in part on one or more of inputs or drivers identified by responses to the one or more queries;

reviewing a strategy repository for information associated with one or more prior strategies; and

creating a strategy summary based at least in part upon the information associated with the one or more prior strategies and a subset of the findings or priorities.

15. The computer-implemented method of claim 14 , further comprising employing the UI to facilitate collaboration, wherein the collaboration identifies revisions to the strategy summary.

16. The computer-implemented method of claim 15 , further comprising presenting the revised strategy summary to leadership for approval.

17. The computer-implemented method of claim 16 , further comprising communicating the approved strategy summary to stakeholders.

18. A computer-executable system, comprising:

at least one processor coupled to a memory, the processor executing:

means for establishing a current state of a business function based at least in part upon a plurality of strategy influencers;

means for determining a primary focus based at least in part upon the current state; and

means for one of creating or updating a strategy summary as a function of the primary focus of the business, wherein the strategy summary identifies one or more strategic objectives and is based at least in part on financial projections that are based at least in part on the primary focus and on a plurality of dimensions comprising one or more of a workforce management dimension, a technology dimension, a process dimension, or a delivery dimension, and wherein the means for one of creating or updating additionally generates a strategy map that connects the one or more strategic objectives to each other via one or more cause-and-effect relationships.

19. The computer-executable system of claim 18 , further comprising means for soliciting comments or revisions to the strategy summary from a plurality of leaders.

20. The computer-executable system of claim 19 , further comprising:

means for obtaining approval for the strategy summary; and

means for communicating the strategy summary to a plurality of stakeholders.

Assignments (4)
ADDRESS CHANGE Recorded Jun 2, 2025
From: WELLS FARGO BANK, N.A.
To: WELLS FARGO BANK, N.A.
Reel/Frame 071769/0158 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 17, 2017
From: WELLS FARGO & COMPANY
To: WELLS FARGO BANK, N.A.
Reel/Frame 041284/0831 →
MERGER Recorded Jan 23, 2009
From: WACHOVIA CORPORATION
To: WELLS FARGO & COMPANY
Reel/Frame 022144/0731 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 22, 2008
From: SNOW, PATRICIA; CLEMENT, STEVEN D.
To: WACHOVIA CORPORATION
Reel/Frame 022018/0516 →