IP Library Patent Application 13368893
Patent Application
App. No. 13/368,893

SYSTEM AND METHOD FOR AN INTEGRATED WORKFLOW PROCESS, SOCIAL, CONTACT AND WEB MARKETING SOLUTION

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Quick Facts
Patent No.
US None
App. No.
13/368,893
Abstract

This invention relates to data processing for financial, business practice, management or cost/price determination applications where there is a computerized arrangement for the management of interaction between individuals or entities that are connected by social networking and specifically to a system and method for an integrated workflow process, social, contact and web management solution.

Claims (66)

1 . A computer driven method for generating an enterprise customized workflow management process with integrated social marketing, said method comprising the following:

a. A set-up process comprising the following steps:

i. Creating a default dashboard;

ii. Presenting said default dashboard to the user;

iii. Inputting a dataset specific to said user workflow management, social marketing, enterprise structure and connectivity into the dashboard; and,

iv. Mapping a workflow management process for said enterprise;

b. A workflow environment creating process comprising the following steps:

i. Creating a data input wizard;

ii. Presenting the default dashboard to the user; and,

iii. Inputting said dataset into the default dashboard using said data input wizard thereby creating said customized enterprise workflow process;

c. A customized dashboard creation process wherein said user interfaces said customized dashboard to access the customized enterprise workflow process for at least the following areas: contacts, marketing, social networking and a workflow process creation.

2 . The method of claim 1 wherein the step of creating the default dashboard includes the steps of:

a. Logging into a subscription based Internet portal;

b. Paying a subscription fee; and, obtaining a password permitting user access.

3 . The method of claim 1 wherein the step of presenting the default dashboard to the user includes:

a. Creating a user specific homepage; and,

b. Presenting the default dashboard on said user specific homepage upon user login.

4 . The method of claim 1 wherein prior to the step of inputting data into the default dashboard the user will perform a step of using an enterprise diagnostic tool to create the dataset specific to said user workflow management, social, marketing, enterprise structure and connectivity.

5 . The method of claim 1 wherein the step of creating said workplace flow from said customized dashboard comprises the following:

a. Selecting an administrative area comprising a plurality of administrative gadgets;

b. From said plurality of administrative gadgets selecting a process flow gadget;

c. Displaying a process type editing screen;

d. Inputting the name of the process;

e. Inputting the names of a set of stages comprising the process;

f. Inputting the names of a set of steps comprising each stage of said set of stages;

g. For each step in said set of steps select a follow-up parameter from a set of follow-up parameters;

h. For each of said selected follow-up parameters select a time parameter within which the follow-up is executed; and,

i. From a list of active agents comprising at least the following active agents: repeatable, closes, ends; select an active agent for each step.

6 . The method of claim 1 wherein the step of creating marketing from the customized dashboard comprises:

a. Selecting a marketing area from the customized dashboard;

b. From a plurality of marketing gadgets selecting a campaign creator gadget;

c. Displaying a list of projects and select a project from said list;

d. Displaying a list of campaign templates and select a template from said list;

e. Compiling a list of campaign targets;

f. Importing marketing content into said template; and,

g. Sending said marketing content to said list of campaign targets.

7 . The method of claim 1 wherein the step of creating social networking from the customized dashboard comprises:

a. Selecting a social area from the customized dashboard;

b. From a plurality of social gadgets selecting a gadget to create a social space;

c. Displaying a list of default social spaces;

d. Selecting from said list a social space;

e. Activating said social space;

f. Displaying a template for the social space;

g. Populating said template with social media content; and,

h. Connecting the template to a plurality asocial media.

8 . A computer driven system for generating a customized workflow management process with integrated social marketing for an enterprise, said system comprising:

a. A subscription fee-based Internet portal for user access to said system;

b. A homepage displayed upon said Internet portal;

c. A default dashboard displayed on said homepage, wherein said default dashboard receives a first dataset descriptive of workflow management, social marketing, structure and connectivity of said enterprise;

d. A first software program comprising a sufficient number of data fields to collect said first dataset;

e. A second software program comprising a wizard for inputting the first dataset into the default dashboard;

f. A customized enterprise process environment created by said second software program; and,

g. An enterprise user interface for accessing said customized enterprise process environment.

9 . The system of claim 1 wherein the default dashboard contains at least the following fields; activities, contacts, communications manager, social, administrative and tag cloud.

10 . The system of claim 7 wherein the activities field comprises a first plurality of gadgets.

11 . The system of claim 7 wherein the activities field comprises a second plurality of gadgets.

12 . The system of claim 7 wherein the activities field comprises a third plurality of gadgets.

13 . The system of claim 7 wherein the activities field comprises a fourth plurality of gadgets.

14 . The system of claim 7 wherein the activities field comprises a fifth plurality of gadgets.

15 . The system of claim 7 wherein the activities field comprises a sixth plurality of gadgets.

16 . The system of claim 8 wherein said first plurality of gadgets includes an activities gadget for displaying a list of enterprise activities to be completed within a user selected time frame.

17 . The system of claim 9 wherein said second plurality of gadgets includes gadgets having at least the following functions: importing contacts, viewing favourite contacts, adding contacts and creating contact groups.

18 . The system of claim 10 wherein said third plurality of gadgets includes gadgets having at least the following functions: creating a marketing campaign, automatic drive, creating a list and e-mailing reports.

19 . The system of claim 11 wherein said fourth plurality of gadgets comprise gadgets having at least the following functions: creating social space and listing a social space.

20 . The system of claim 12 wherein said fifth plurality of gadgets comprise gadgets having at least the following functions: adding a system user, adding enterprise process flows, adding project spaces and adding feedback templates.

21 . The system of claim 13 wherein said sixth plurality of gadgets comprises gadgets having at least the following functions: tagging key words into a contact profile.

Assignments (2)
TERMINATION OF EXCLUSIVE LICENSE AGREEMENT Recorded Jul 19, 2017
From: COIN CLEARING INC
To: VASKO, TIMOTHY S.
Reel/Frame 043242/0545 →
LICENSE Recorded Jan 23, 2015
From: VASKO, TIM, MR.
To: COIN CLEARING INC.
Reel/Frame 034801/0755 →