Thomson Reuters Global Resources

Greg Poirier

Stephanie Jeanne Black

Kenneth A Koskay

Todd R Denlinger

Stephen G Perreault

Mark Powell

Brian D Vroom

N Frank Swierz, Iii

Jon Baron

Randall Loughridge

The present invention relates to software and a method of use for implementing workflows and managing engagements and staff. More particularly, the present invention relates to a software module tracking data of staff, engagements and workflows and a method of using such data in the management of staff and assignment of tasks. Information concerning employees is input into a database by the manager and the employees, and is tracked therein. The information concerning an employee includes an employee's availability, ability and experience. Workflow/Task information is input into the database when either a client makes a request for service of the business, or a workflow/task internal to the business is needed to be performed. Task information includes the nature of the work and deadlines. Task information is compared to the employee information. A list is automatically generated naming the employees best suited to the mandate of the task. The manager then chooses a name from the top of the list and assigns the task to that employee.

Method and system for implementing workflows and managing staff and engagements

The present invention provides a computer-implemented integrated professional services research, resource, and education delivery and management system. The invention integrates the professional services delivery aspect with the professional education, training and requirements aspect associated with professional services firms and concerns. The invention provides electronic filing and reporting of requirements related documents to maintain state certifications. By providing a more efficient learning environment that is more fully integrated in the practice of a given profession, the present invention promotes an environment that more quickly advances and cultivates the skills of professionals, especially those with little experience, and more closely relates such development with the particular areas in which the individual is engaged in the practice and delivery of professional services, thereby enhancing value delivered to the client.

Method and system for integrated professional continuing education related services

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Pinckney, MI, United States of America

Greg Poirier