# US 7,467,095 B2 · Strategic planning and optimization system

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- Number: US 7,467,095 B2
- Document ID: US7467095B2
- Status: Granted
- Kind: B2
- Application number: 10/633,249
- Filed: 2003-07-31
- Published: 2004-02-05
- Granted: 2008-12-16
- Earliest claimed: 1997-05-21
- Assignees: Sap SE
- Inventors: Kenneth J. Ouimet
- Web page: https://patentgrep.com/patent/US7467095B2

## CPC

- G06Q 10/04: Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" (market predictions or forecasting for commercial activities G06Q30/0202)
- G06Q 10/02: Reservations, e.g. for tickets, services or events
- G06Q 10/025: {Coordination of plural reservations, e.g. plural trip segments, transportation combined with accommodation}
- G06Q 10/06: Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q 10/063: Operations research, analysis or management
- G06Q 10/0637: Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
- G06Q 10/06375: {Prediction of business process outcome or impact based on a proposed change}
- G06Q 30/0283: Price estimation or determination
- 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 computer program for strategic planning and optimization allows a user to model an enterprise to visualize an effect of a strategic constraint on a primary goal of the enterprise. The primary goal is represented by a primary objective function which, in turn, depends upon a set of operational variables. The strategic constraint is represented by a constraint function that depends upon a subset of the operational variables. An effective objective function is constructed by combining the primary objective function and the constraint function, and the effective objective function is optimized over a range of target values for the constraint function. An outcome of the primary objective function is determined for each target value, and a graphical view of the outcome for each of the target values is presented. The graphical view provides a visualization of the effect of the strategic constraint on the primary goal for managing the enterprise.

## Claims

### Claim 1

In an enterprise planning model, a computer program residing in memory and executable by a processor, said computer program enabling visualization of an effect of a strategic constraint on a primary goal of an enterprise, said computer program instructing said processor to perform operations comprising:
selecting said primary goal of said enterprise planning model from a plurality of primary goals;
representing said primary goal by a primary objective function, said primary objective function being affected by a set of operational variables, each of said operational variables representing an operational decision that a user seeks to optimize in order to reach said primary goal;
representing said strategic constraint by a constraint function, said constraint function being affected by a subset of said operational variables, and said strategic constraint being a factor that said user seeks to analyze in conjunction with said primary goal;
constructing an effective objective function by subtracting said constraint function weighted by a weighting factor from said primary objective function;
optimizing said effective objective function with respect to said operational variables over a range of values of said weighting factor for said constraint function to obtain operational decisions for said operational variables, said optimizing operation optimizing said effective objective function for each of said values of said weighting factor;
determining, from said optimizing operation, a plurality of outcomes of said primary objective function in response to said range of weighting factors; and
presenting a graphical view of said plurality of outcomes of said primary objective function versus values of said constraint function corresponding to said values of said weighting factor such that effects of said strategic constraint on said primary goal can be readily perceived by said user to manage said enterprise.

### Claim 2 (depends on 1)

A computer program as claimed in claim 1 wherein said computer program instructs said processor to perform further operations comprising:
selecting a set of scenarios for said strategic constraint; and
for each of said set of said scenarios, providing a set of said operational decisions for said operational variables that optimize said primary goal while concurrently satisfying said strategic constraint.

### Claim 3 (depends on 2)

A computer program as claimed in claim 2 wherein said computer program instructs said processor to perform further operations comprising:
enabling said user to target one of said scenarios from said set of said scenarios to be realized within said enterprise; and
providing said set of said operational decisions associated with said one of said scenarios to said user.

### Claim 4 (depends on 1)

A computer program as claimed in claim 1 wherein said computer program instructs said processor to perform a further operation of said optimizing operation comprising:
outputting said operational decisions for said set of operational variables that optimize said objective function while concurrently satisfying target values for said constraint function.

### Claim 5 (depends on 1)

A computer program as claimed in claim 1 wherein said computer program instructs said processor to perform a further operation of said optimizing operation comprising selecting said range of weighting factors values of said weighting factor for said constraint function, said weighting factors values adjusting an effect that said constraint function has on said objective function.

### Claim 6

A computer program as claimed in 1 wherein:
said primary goal is limited by physical constraints of said enterprise planning model; and
said strategic constraint is non-limited by said physical constraints of said enterprise planning model.