Siebel Systems, Inc.

Tarri E Furlong

Ashley Grant Stirrup

Alexander Goldstein

Daniel T Chang

Steve Apfelberg

Pasan Rukmal Sirisena

Marc Verbeek

Ajay Sabhlok

Martin Renaud

Stephan Otto Brunner

Do Joon Ra

Yong Li

Guo Chew Lam

Aibek Musaev

Jai Yu

Karn Choi

Xin Wang

John Joseph Jakubik

Ashish Singhal

Ying Wang

Wan C Lee

Tao Gui

Charles Shagong

Yucheng Hu

David Faibish

Jie Liu

Pankaj Bhatia

Bhakti Vithalani

A facility for guiding users through a series of steps or tasks, often associated with a process, is described. The facility assigns tasks or steps to users having roles identified with the task or step. The role associated with the task or step may change depending on the state of the task or step. When the role associated with a task or step changes, the facility may assign the task or step to another user. The facility guides a user through a task or step by providing instructions and other information, such as data tables and user input fields, that may be used to complete the task or step. The facility provides for the definition of processes by allowing users to specify tasks, steps and instructions relating to processes.

Task-based process definition

A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for assigning sales credit to corresponding positions within the time-based organization hierarchy in response to a sales data input are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to the sales data input corresponding to a transaction, a sales credit assignment process may then be executed to assign sales credit to one or more positions within the instance of the time-based organization hierarchy based on an evaluation of conditions specified in one or more identified assignment rules associated with the time-based organization hierarchy.

Method and system for sales-credit assignment via time-based organization hierarchies

A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for monitoring achievement and attainment, and calculating compensation for individuals and/or groups within instances of the time-based organization hierarchies are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to a sales data input corresponding to a transaction, an achievement and attainment monitoring process may then be executed to accumulate transaction data in one or more achievement containers, and to compile achievement containers from a specified attainment period to calculate a user's attainment. In addition, an embodiment also provides for implementation of a compensation calculation process that may utilize the transaction data accumulated in the achievement containers to calculate an individual's compensation for a specified compensation period.

Method and system for monitoring achievement and attainment and calculating compensation via time-based organization hierarchies

A method, system, and article of manufacture for defining and managing time-based organization hierarchies are disclosed herein. In one embodiment, a user interface, including a plurality of user interface displays configured to receive a user input to define and/or manage one or more instances of a time-based organization hierarchy, may be generated on a client. The user may then define, via interaction with the user interface, the at least one instance of the organization hierarchy to include a plurality of nodes, and specify an effective period for the instance of the time-based organization hierarchy by defining a start date and an end date. The user may also define a territory to correspond to each of the plurality of nodes in the organization hierarchy. In one embodiment, the territory may include at least one position and an assignment rule, the position having a corresponding quota.

Method and system for managing time-based organization hierarchies

Task based user interface

Systems and methods for generating slide presentations enable a user (e.g., a sales professional) to generate presentations tailored to a specific presentation target (e.g., a potential customer) with the click of a button. An exemplary method includes: collecting information relating to a number of presentation targets; creating a number of presentation definition templates, each presentation definition template including a number of slide descriptions, certain of the slide descriptions including information placeholders; and generating a slide presentation for the particular presentation target in accordance with the slide descriptions of a selected one of the presentation definition templates, wherein collected information relating to the particular presentation target is substituted for the information place holders in the slide descriptions of the selected one of the presentation definition templates.

Methods and apparatus for automatically generating presentations

Growing community of inventors

San Leandro, CA, United States of America

Tarri E Furlong