Strategic planning management
AssigneeWells Fargo Bank, N.A.
InventorsSteven D. Clement, Patricia Snow
Life of this patent
Estimating the term…
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.
Claims21
1-20. (canceled)
A method for strategic planning, comprising:
- evaluating a current state of a business, wherein the current state of the business is associated with one or more criteria of the business;
- establishing a focus strategy based on one or more of the criteria of the business;
- collecting information from one or more forms pertaining to one or more criteria of the business or the focus strategy;
- and
- generating a strategy summary based on a subset of the collected information from one or more of the forms and on information associated with one or more prior strategies,
- wherein the evaluating, the establishing, the collecting, or the generating is implemented at least in part via a processing unit.
A system for strategic planning, comprising:
- an assessment component generating one or more queries associated with a current state of a business;
- and
- an analysis component:
- evaluating the current state of the business, wherein the current state of the business is associated with one or more strategy influencers;
- and
- generating one or more findings and priorities based on one or more inputs identified by responses to one or more of the queries,
- wherein at the analysis component or the assessment component is implemented at least in part via a processing unit.
A computer-readable storage medium comprising computer-executable instructions, which when executed at least in part via a processing unit on a computer performs acts, comprising:
- establishing a current state of a business function based on one or more strategy influencers;
- determining a primary focus based on the current state of the business function;
- 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 on the primary focus and one or more dimensions comprising one or more of a workforce management dimension, a technology dimension, a process dimension, or a delivery dimension;
- and
- generating a strategy map that connects one or more of the strategic objectives to one or more other strategic objectives via one or more cause-and-effect relationships.
Dependencies are inferred from the claim text.