# US 2019/0244259 A1 · Method and system for generating an adaptive action campaign involving a plurality of users > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2019/0244259 A1 - Document ID: US20190244259A1 - Status: Published application - Kind: A1 - Application number: 16/230,019 - Filed: 2018-12-21 - Published: 2019-08-08 - Earliest claimed: 2018-02-06 - Assignees: Intouch Insight Ltd. - Applicants: Intouch Insight Ltd. - Inventors: Ravi PUVANACHANDRAN - Web page: https://patentgrep.com/patent/US20190244259A1 ## CPC - G06Q 30/0281: {Customer communication at a business location, e.g. providing product or service information, consulting} - G06Q 10/063114: {Status monitoring or status determination for a person or group} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A method and system are disclosed for generating an adaptive action campaign involving a plurality of users, the method comprising generating an action campaign, the action campaign comprising at least one task to be performed by at least one corresponding user, each user located in a corresponding location; transmitting an indication of each of the at least one task to be performed to a user processing device of a corresponding user of the at least one corresponding user; obtaining data related to the at least one task to be performed from the user processing device of each of the corresponding users; obtaining key performance indicator data related to each location; generating an action campaign dashboard using the obtained data related to the at least one task to be performed and the obtained key performance indicator data, the action campaign dashboard providing an indication of a completion of each task to be performed and the key performance indicator data and providing the generated action campaign dashboard. ## Claims ### Claim 1 A method for generating an adaptive action campaign involving a plurality of users, the method comprising: use of a processing unit for: generating an action campaign, the action campaign comprising at least one task to be performed by at least one corresponding user, each user located in a corresponding location; transmitting an indication of each of the at least one task to be performed to a user processing device of a corresponding user of the at least one corresponding user; obtaining data related to the at least one task to be performed from the user processing device of each of the corresponding users; obtaining key performance indicator data related to each location; generating an action campaign dashboard using the obtained data related to the at least one task to be performed and the obtained key performance indicator data, the action campaign dashboard providing an indication of a completion of each task to be performed and the key performance indicator data; and providing the generated action campaign dashboard. ### Claim 2 (depends on 1) The method as claimed in claim 1, wherein the action campaign comprises a plurality of tasks, wherein the generating of the action campaign comprises grouping more than one task to form a checklist of tasks. ### Claim 3 (depends on 2) The method as claimed in claim 2, wherein the generating of the action campaign further comprises associating a temporal indication to each task of the checklist of tasks formed. ### Claim 4 (depends on 3) The method as claimed in claim 3, wherein the generating of the action campaign further comprises performing a checklist of tasks assignment comprising assigning at least one user to the checklist of tasks formed; wherein the transmitting of each of the at least one task to be performed comprises sending to each user processing device of each user of each of the at least one user assigned to the checklist of tasks an indication of the more than one given corresponding task. ### Claim 5 (depends on 4) The method as claimed in claim 4, further comprising amending the checklist of tasks assignment. ### Claim 6 (depends on 1) The method as claimed in claim 1, wherein the generating of the action campaign comprises applying at least one rule on the at least one task to be performed. ### Claim 7 (depends on 6) The method as claimed in claim 6, wherein the at least one rule is derived from data obtained from at least one previous action campaign performed. ### Claim 8 (depends on 1) The method as claimed in claim 1, wherein the generating of the action campaign comprises generating a recommendation. ### Claim 9 (depends on 1) The method as claimed in claim 1, wherein the at least one task to be performed comprises an action to execute and a temporal indication associated with the at least one task. ### Claim 10 (depends on 9) The method as claimed in claim 9, wherein the temporal indication comprises a duration allocated for completing the at least one task. ### Claim 11 (depends on 9) The method as claimed in claim 9, wherein the temporal indication comprises a frequency for performing the at least one task. ### Claim 12 (depends on 1) The method as claimed in claim 1, wherein the generating of the action campaign comprises associating at least one key performance indicator (KPI) with the action campaign, wherein the at least one key performance indicator associated is affected by the action campaign. ### Claim 13 (depends on 1) The method as claimed in claim 1, wherein the transmitting of the indication of each of the at least one task to be performed comprises executing an application on a corresponding user processing device and downloading the indication of each of the at least one task to be performed in the application. ### Claim 14 (depends on 1) The method as claimed in claim 1, wherein the transmitting of the indication of each of the at least one task to be performed comprises a given user accessing a webserver using a corresponding user processing device. ### Claim 15 (depends on 1) The method as claimed in claim 1, wherein the data related to the task to be completed comprises an indication of a completion of the task. ### Claim 16 (depends on 1) The method as claimed in claim 1, wherein the data related to the task to be completed comprises at least one of a geocoded picture and a note related to the task to be completed. ### Claim 17 (depends on 1) The method as claimed in claim 1, wherein the obtaining of the data related to the task to be performed from the user processing device of each of the corresponding users is performed in response to a request. ### Claim 18 (depends on 1) The method as claimed in claim 1, wherein the key performance indicator data related to each location comprises refers to data dependent on the at least one task to be performed. ### Claim 19 (depends on 1) The method as claimed in claim 1, wherein the key performance indicator data related to each location is obtained from a remote processing unit operatively connected with the processing unit. ### Claim 20 (depends on 1) The method as claimed in claim 1, wherein the key performance indicator data related to each location is obtained from a memory unit operatively connected with the processing unit. ### Claim 21 (depends on 1) The method as claimed in claim 1, wherein the providing of the generated action campaign dashboard comprises at least one of displaying an indication of an evolution of the action campaign and displaying at least one recommendation to a user. ### Claim 22 (depends on 1) The method as claimed in claim 1, wherein the providing of the generated action campaign dashboard comprises displaying a task completion rate and an average score for at least one corresponding user. ### Claim 23 (depends on 22) The method as claimed in claim 22, wherein the displaying of the task completion rate and the average score is performed for a plurality of users, wherein each of the plurality of users is from a given role. ### Claim 24 (depends on 1) The method as claimed in claim 1, wherein the action campaign dashboard is provided to at least one of a user interacting with the processing unit and a remote processing device operatively connected with the processing unit. ### Claim 25 A processing device comprising: a central processing unit; a display device; a communication port; a memory unit comprising an application for generating an adaptive action campaign involving a plurality of users, the application comprising: instructions for generating an action campaign, the action campaign comprising at least one task to be performed by at least one corresponding user, each user located in a corresponding location; instructions for transmitting an indication of each of the at least one task to be performed to a user processing device of a corresponding user of the at least one corresponding user; instructions for obtaining data related to the at least one task to be performed from the user processing device of each of the corresponding users; instructions for obtaining key performance indicator data related to each location; instructions for generating an action campaign dashboard using the obtained data related to the at least one task to be performed and the obtained key performance indicator data, the action campaign dashboard providing an indication of a completion of each task to be performed and the key performance indicator data; and instructions for providing the generated action campaign dashboard. ### Claim 26 A non-transitory computer readable storage medium for storing computer-executable instructions which, when executed, cause a processing device to perform a method for generating an adaptive action campaign involving a plurality of users, the method comprising: generating an action campaign, the action campaign comprising at least one task to be performed by at least one corresponding user, each user located in a corresponding location; transmitting an indication of each of the at least one task to be performed to a user processing device of a corresponding user of the at least one corresponding user; obtaining data related to the at least one task to be performed from the user processing device of each of the corresponding users; obtaining key performance indicator data related to each location; generating an action campaign dashboard using the obtained data related to the at least one task to be performed and the obtained key performance indicator data, the action campaign dashboard providing an indication of a completion of each task to be performed and the key performance indicator data; and providing the generated action campaign dashboard.