US 10,949,229 B1Granted

Tracking interactions with a software platform and identifying underutilization of software platform features in a specific deployment

AssigneeCoupa Software Incorporated

InventorsDonna Wilczek, Parand Tony Darugar, David Williams, Vincent Toesca

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Abstract

Techniques for tracking software platform utilization by a plurality of entities are described herein. In an embodiment, a management computer system stores first entity data defining a first entity and associating the first entity with a plurality of first accounts, the first entity having access to the management computer system programmed which provides options for performing a plurality of tasks. The management computer system tracks a first plurality of interactions with the management computer system that are performed by each of the plurality of first accounts. The management computer system stores first interaction data defining one or more aspects of interaction with the management computer system that are performed by each of the plurality of first accounts. The management computer system stores second entity data defining a plurality of second entities and associating each of the plurality of second entities with a plurality of second accounts. The management computer system tracks a second plurality of interactions with the management computer system that are performed by each of the plurality of second accounts. The management computer system stores second interaction data defining the one or more aspects of interaction with the management computer system performed by each of the plurality of second accounts. The management computer system computes one or more first metrics for the first entity based, at least in part, on the tracked first interaction data. The management computer system computes one or more second metrics for the plurality of second entities based, at least in part, on the tracked second interaction data. The management computer system generates a display comprising a comparison between the one or more first metrics for the first entity and the one or more second metrics for the plurality of second entities.

Claims14

Dependent claims

A method comprising:

using a management computer system, storing first entity data defining a first entity and associating the first entity with a plurality of first accounts, the first entity having access to the management computer system programmed which provides options for performing a plurality of tasks;
tracking a first plurality of interactions with the management computer system that are performed by each of the plurality of first accounts;
storing first interaction data defining one or more aspects of interaction with the management computer system that are performed by each of the plurality of first accounts;
storing second entity data defining a plurality of second entities and associating each of the plurality of second entities with a plurality of second accounts;
tracking a second plurality of interactions with the management computer system that are performed by each of the plurality of second accounts;
storing second interaction data defining the one or more aspects of interaction with the management computer system performed by each of the plurality of second accounts;
identifying, from the second interaction data, a plurality of third entities by determining that the plurality of third entities are similar to the first entity, the plurality of third entities comprising a strict subset of the plurality of second entities;
computing one or more first metrics for the first entity based, at least in part, on the tracked first interaction data;
computing, for each of the plurality of third entities, a total transaction value comprising a total of all transaction values corresponding to a particular type of transaction within a particular period of time;
computing one or more second metrics for each the plurality of third entities based, at least in part, on the tracked second interaction data;
generating an aggregated metric comprising a weighted average of the one or more second metrics, wherein the weighted average is weighted for each of the plurality of third entities based on the total transaction value;
generating a display comprising a comparison between the one or more first metrics for the first entity and the one or more second metrics for the plurality of third entities;
determining that a difference between the aggregated metric and the one or more first metrics over a second period of time exceeds a threshold value and, in response, generating and displaying, based on the one or more first metrics, a recommendation to perform a specific interaction with the management computer system, wherein the recommendation comprises a hyperlink which, when selected, causes navigation to a display for performing the specific interaction.

10 more elements

A management computer system comprising:

one or more processors;
a memory storing instructions which, when executed by the one or more processors, causes performance of:
storing first entity data defining a first entity and associating the first entity with a plurality of first accounts, the first entity having access to the management computer system programmed with options for performing a plurality of tasks;
tracking a first plurality of interactions with the management computer system that are performed by each of the plurality of first accounts;
storing first interaction data defining one or more aspects of interaction with the management computer system that are performed by each of the plurality of first accounts;
storing second entity data defining a plurality of second entities and associating each of the plurality of second entities with a plurality of second accounts;
tracking a second plurality of interactions with the management computer system that are performed by each of the plurality of second accounts;
storing second interaction data defining the one or more aspects of interaction with the management computer system performed by each of the plurality of second accounts;
identifying, from the second interaction data, a plurality of third entities by determining that the plurality of third entities are similar to the first entity, the plurality of third entities comprising a strict subset of the plurality of second entities;
computing one or more first metrics for the first entity based, at least in part, on the tracked first interaction data;
computing, for each of the plurality of third entities, a total transaction value comprising a total of all transaction values corresponding to a particular type of transaction within a particular period of time;
computing one or more second metrics for each the plurality of third entities based, at least in part, on the tracked second interaction data;
generating an aggregated metric comprising a weighted average of the one or more second metrics, wherein the weighted average is weighted for each of the plurality of third entities based on the total transaction value;
generating a display comprising a comparison between the one or more first metrics for the first entity and the one or more second metrics for the plurality of third entities;
determining that a difference between the aggregated metric and the one or more first metrics over a second period of time exceeds a threshold value and, in response, generating and displaying, based on the one or more first metrics, a recommendation to perform a specific interaction with the management computer system, wherein the recommendation comprises a hyperlink which, when selected, causes navigation to a display for performing the specific interaction.

12 more elements

Dependencies are inferred from the claim text.