# US 7,613,623 B2 · Enterprise management using an enterprise program office (EPO)

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- Number: US 7,613,623 B2
- Document ID: US7613623B2
- Status: Granted
- Kind: B2
- Application number: 10/346,928
- Filed: 2003-01-17
- Published: 2004-03-18
- Granted: 2009-11-03
- Earliest claimed: 2002-09-17
- Assignees: Hewlett-Packard Development Company, L.P.
- Inventors: Carole M. Nemecek; Tracy D. Smith; David A. Theriault
- Web page: https://patentgrep.com/patent/US7613623B2

## CPC

- G06Q 10/063: Operations research, analysis or management
- G06Q 10/063116: {Schedule adjustment for a person or group}
- G06Q 10/063118: {Staff planning in a project environment}
- G06Q 10/06312: {Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling}
- G06Q 10/06313: {Resource planning in a project environment}
- G06Q 10/06314: {Calendaring for a resource}
- G06Q 10/06316: {Sequencing of tasks or work}
- G06Q 10/0635: Risk analysis of enterprise or organisation activities
- 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 10/06395: {Quality analysis or management}
- G06Q 10/1097: {using calendar-based scheduling for task assignment}
- G06Q 30/02: Marketing; Price estimation or determination; Fundraising
- Y02P 90/80: Management or planning
- 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
- Y02P: CLIMATE CHANGE MITIGATION TECHNOLOGIES IN THE PRODUCTION OR PROCESSING OF GOODS

## Abstract

In one embodiment, a system for establishing an enterprise-specific enterprise program office (EPO) and an associated enterprise-specific EPO web site includes a server system operable to communicate with a plurality of client systems each associated with a corresponding enterprise. A database associated with the server system contains an EPO toolkit accessible to the client systems using the server system. The EPO toolkit includes a customizable EPO web site shell providing a generic EPO web site structure on which an enterprise may base an enterprise-specific EPO web site for an enterprise-specific EPO. The server system is operable to receive from a user a request for the customizable EPO web site shell, retrieve such shell from the database, and provide such shell to the user for customization, if desired, to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise.

## Claims

### Claim 1

A system for establishing an enterprise-specific enterprise program office (EPO) and an associated enterprise-specific EPO web site, comprising:
a server system operable to communicate with a plurality of client systems, each client system being associated with a corresponding enterprise;
a database associated with the server system and containing an EPO toolkit accessible to the client systems using the server system, the EPO toolkit comprising:
a customizable EPO web site shell, the customizable EPO web site shell providing a generic EPO web site structure on which an enterprise associated with a client system may base an enterprise-specific EPO web site for an enterprise-specific EPO, the customizable EPO web site shell operable to be customized by a user of a client system to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
a plurality of customizable deployment support materials providing instructions and recommendations for establishing the enterprise-specific EPO and associated enterprise-specific EPO web site; and
the server system operable to:
receive from a user associated with a client system a request for the customizable EPO web site shell;
retrieve the customizable EPO web site shell from the database;
provide the customizable EPO web site shell to the user for customization, if desired, to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
provide at least a portion of the deployment support materials to the user, the deployment support materials recommending specifics for setting up the enterprise-specific EPO and facilitating establishment of the enterprise-specific EPO through one or more deployment phases and according to a deployment schedule.

### Claim 2 (depends on 1)

The system of claim 1, wherein the server system is operable to:
allow the user to customize the customizable EPO web site shell at the server system;
compile and package components of an enterprise-specific EPO web site comprising user-specified customizations; and
communicate the compiled and packaged components of the enterprise-specific EPO web site to the client system for installation.

### Claim 3 (depends on 2)

The system of claim 2, wherein the compiled and packaged components further comprise one or more generic components not customized by the user.

### Claim 4 (depends on 1)

The system of claim 1, wherein the server system is operable to communicate compiled and packaged components of the enterprise-specific EPO web site to the client system for customization at the client system prior to installation.

### Claim 5 (depends on 1)

The system of claim 1, wherein:
the deployment support materials comprise:
a plurality of EPO processes to be used in implementing an enterprise specific EPO;
a deployment schedule suggesting one or more milestones for implementing the EPO processes, the milestones specifying completion dates for implementation of the EPO processes;
one or more forms or templates for establishing and executing the EPO processes; and
educational materials regarding the EPO and the EPO processes; and
for each of one or more selected customizable deployment support materials, the server system operable to:
receive from the user a request for the customizable deployment support material;
retrieve the customizable deployment support material from the database; and
provide the customizable deployment support material to the user for customization, if desired.

### Claim 6 (depends on 5)

The system of claim 5, wherein the server system is operable to:
allow the user to customize the selected customizable deployment support materials at the server system;
compile and package the selected deployment support materials comprising user-specified customizations; and
communicate the compiled and packaged selected deployment support materials to the client system for installation.

### Claim 7 (depends on 6)

The system of claim 6, wherein the compiled and packaged deployment support materials further comprise generic deployment support materials not customized by the user.

### Claim 8 (depends on 5)

The system of claim 5, wherein the EPO processes comprise one or more of an enterprise request management process, an enterprise scope management process, an enterprise communication management process, an enterprise value management process, an enterprise human resource management process, an enterprise issue management process, an enterprise risk management process, an enterprise performance monitoring process, an enterprise quality management process, an enterprise financial management process, and an enterprise procurement management process.

### Claim 9 (depends on 1)

The system of claim 1, wherein the EPO toolkit further comprises a registration form for registering an enterprise with the server system, the user being required to complete the registration form before the customizable EPO web site shell is provided to the user.

### Claim 10 (depends on 1)

The system of claim 1, wherein the EPO toolkit further comprises introductory materials comprising overview and background information regarding EPOs and EPO web sites generally.

### Claim 11

A method for establishing an enterprise-specific enterprise program office (EPO) and an associated enterprise-specific EPO web site, comprising:
providing a plurality of client systems each associated with a corresponding enterprise with access to a database associated with a server system and containing an EPO toolkit accessible to the client systems using the server system, the EPO toolkit comprising:
a customizable EPO web site shell providing a generic EPO web site structure on which an enterprise associated with a client system may base an enterprise-specific EPO web site for an enterprise-specific EPO, the customizable EPO web site shell operable to be customized by a user of a client system to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
a plurality of customizable deployment support materials for establishing the enterprise-specific EPO and associated enterprise-specific EPO web site;
receiving from a user associated with a client system a request for the customizable EPO web site shell;
retrieving the customizable EPO web site shell from the database;
providing the customizable EPO web site shell to the user for customization, if desired, to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
providing at least a portion of the deployment support materials to the user, the deployment support materials recommending specifics for setting up the enterprise-specific EPO and facilitating establishment of the enterprise-specific EPO through one or more deployment phases and according to a deployment schedule.

### Claim 12 (depends on 11)

The method of claim 11, further comprising:
allowing the user to customize the customizable EPO web site shell at the server system;
compiling and packaging components of an enterprise-specific EPO web site comprising user-specified customizations; and
communicating the compiled and packaged components of the enterprise-specific EPO web site to the client system for installation.

### Claim 13 (depends on 12)

The method of claim 12, wherein the compiled and packaged components further comprise one or more generic components not customized by the user.

### Claim 14 (depends on 11)

The method of claim 11, further comprising communicating compiled and packaged components of the enterprise-specific EPO web site to the client system for customization at the client system prior to installation.

### Claim 15 (depends on 11)

The method of claim 11, wherein:
the deployment support materials comprise:
a plurality of EPO processes to be used in implementing an enterprise specific EPO;
a deployment schedule suggesting one or more milestones for implementing the EPO processes, the milestones specifying completion dates for implementation of the EPO processes;
one or more forms or templates for establishing and executing the EPO processes; and
educational materials regarding the EPO and the EPO processes; and
for each of one or more selected customizable deployment support materials:
receiving from the user a request for the customizable deployment support material;
retrieving the customizable deployment support material from the database; and
providing the customizable deployment support material to the user for customization, if desired.

### Claim 16 (depends on 15)

The method of claim 15, further comprising:
allowing the user to customize the selected customizable deployment support materials at the server system;
compiling and packaging the selected deployment support materials comprising user-specified customizations; and
communicating the compiled and packaged selected deployment support materials to the client system for installation.

### Claim 17 (depends on 16)

The method of claim 16, wherein the compiled and packaged deployment support materials further comprise generic deployment support materials not customized by the user.

### Claim 18 (depends on 15)

The method of claim 15, wherein the EPO processes comprise one or more of an enterprise request management process, an enterprise scope management process, an enterprise communication management process, an enterprise value management process, an enterprise human resource management process, an enterprise issue management process, an enterprise risk management process, an enterprise performance monitoring process, an enterprise quality management process, an enterprise financial management process, and an enterprise procurement management process.

### Claim 19 (depends on 11)

The method of claim 11, wherein the EPO toolkit further comprises a registration form for registering an enterprise with the server system, the user being required to complete the registration form before the customizable EPO web site shell is provided to the user.

### Claim 20 (depends on 11)

The method of claim 11, wherein the EPO toolkit further comprises introductory materials comprising overview and background information regarding EPOs and EPO web sites generally.

### Claim 21

A computer readable media comprising software for establishing an enterprise-specific enterprise program office (EPO) and an associated enterprise-specific EPO web site, the software and when executed operable to:
provide a server system operable to communicate with a plurality of client systems, each client system being associated with a corresponding enterprise;
provide a database associated with the server system and containing an EPO toolkit accessible to the client systems using the server system, the EPO toolkit comprising:
a customizable EPO web site shell, the customizable EPO web site shell providing a generic EPO web site structure on which an enterprise associated with a client system may base an enterprise-specific EPO web site for an enterprise-specific EPO, the customizable EPO web site shell operable to be customized by a user of a client system to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
a plurality of customizable deployment support materials for establishing the enterprise-specific EPO and associated enterprise-specific EPO web site;
the software operable to:
receive from a user associated with a client system a request for the customizable EPO web site shell;
retrieve the customizable EPO web site shell from the database;
provide the customizable EPO web site shell to the user for customization, if desired, to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
provide at least a portion of the deployment support materials to the user, the deployment support materials recommending specifics for setting up the enterprise-specific EPO and facilitating establishment of the enterprise-specific EPO through one or more deployment phases and according to a deployment schedule.

### Claim 22 (depends on 21)

The software of claim 21, wherein the software is operable to:
allow the user to customize the customizable EPO web site shell at the server system;
compile and package components of an enterprise-specific EPO web site comprising user-specified customizations; and
communicate the compiled and packaged components of the enterprise-specific EPO web site to the client system for installation.

### Claim 23 (depends on 22)

The software of claim 22, wherein the compiled and packaged components further comprise one or more generic components not customized by the user.

### Claim 24 (depends on 21)

The software of claim 21, wherein the server system is operable to communicate compiled and packaged components of the enterprise-specific EPO web site to the client system for customization at the client system prior to installation.

### Claim 25 (depends on 21)

The software of claim 21, wherein:
the deployment support materials comprise:
a plurality of EPO processes to be used in implementing an enterprise specific EPO;
a deployment schedule suggesting one or more milestones for implementing the EPO processes, the milestones specifying completion dates for implementation of the EPO processes;
one or more forms or templates for establishing and executing the EPO processes; and
educational materials regarding the EPO and the EPO processes; and for each of one or more selected customizable deployment support materials, the server system operable to:
receive from the user a request for the customizable deployment support material;
retrieve the customizable deployment support material from the database; and
provide the customizable deployment support material to the user for customization, if desired.

### Claim 26 (depends on 25)

The software of claim 25, wherein the server system is operable to:
allow the user to customize the selected customizable deployment support materials at the server system;
compile and package the selected deployment support materials comprising user-specified customizations; and
communicate the compiled and packaged selected deployment support materials to the client system for installation.

### Claim 27 (depends on 26)

The software of claim 26, wherein the compiled and packaged deployment support materials further comprise generic deployment support materials not customized by the user.

### Claim 28 (depends on 25)

The software of claim 25, wherein the EPO processes comprise one or more of an enterprise request management process, an enterprise scope management process, an enterprise communication management process, an enterprise value management process, an enterprise human resource management process, an enterprise issue management process, an enterprise risk management process, an enterprise performance monitoring process, an enterprise quality management process, an enterprise financial management process, and an enterprise procurement management process.

### Claim 29 (depends on 21)

The software of claim 21, wherein the EPO toolkit further comprises a registration form for registering an enterprise with the server system, the user being required to complete the registration form before the customizable EPO web site shell is provided to the user.

### Claim 30 (depends on 21)

The software of claim 21, wherein the EPO toolkit further comprises introductory materials comprising overview and background information regarding EPOs and EPO web sites generally.

### Claim 31

A system for establishing an enterprise-specific enterprise program office (EPO) and an associated enterprise-specific EPO web site, comprising:
means for providing a plurality of client systems each associated with a corresponding enterprise with access to a database associated with the server system and containing an EPO toolkit accessible to the client systems using the server system, the EPO toolkit comprising:
a customizable EPO web site shell, the customizable EPO web site shell providing a generic EPO web site structure on which an enterprise associated with a client system may base an enterprise-specific EPO web site for an enterprise-specific EPO, the customizable EPO web site shell operable to be customized by a user of a client system to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
a plurality of customizable deployment support materials for establishing the enterprise-specific EPO and associated enterprise-specific EPO web site;
means for receiving from a user associated with a client system a request for the customizable EPO web site shell;
means for retrieving the customizable EPO web site shell from the database;
means for providing the customizable EPO web site shell to the user for customization, if desired, to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
means for providing at least a portion of the deployment support materials to the user, the deployment support materials recommending specifics for setting up the enterprise-specific EPO and facilitating establishment of the enterprise-specific EPO through one or more deployment phases and according to a deployment schedule.

### Claim 32

A system for establishing an enterprise-specific enterprise program office (EPO) and an associated enterprise-specific EPO web site, comprising:
a server system operable to communicate with a plurality of client systems, each client system being associated with a corresponding enterprise;
a database associated with the server system and containing an EPO toolkit accessible to the client systems using the server system, the EPO toolkit comprising a plurality of customizable deployment support materials for establishing an enterprise-specific EPO and an associated enterprise-specific EPO web site, the deployment support materials comprising:
a plurality of EPO processes to be used in implementing an enterprise specific EPO;
a schedule suggesting one or more milestones for implementing the EPO processes, the milestones specifying completion dates for implementation of the EPO processes;
one or more forms or templates for establishing and executing the EPO processes;
educational materials regarding the EPO and the EPO processes; and
a customizable EPO web site shell, the customizable EPO web site shell providing a generic EPO web site structure on which an enterprise associated with a client system may base an enterprise-specific EPO web site for an enterprise-specific EPO, the customizable EPO web site shell operable to be customized by a user of a client system to create an enterprise-specific EPO web site shell with features particular to the corresponding enterprise; and
for each of one or more selected customizable deployment support materials, the server system operable to:
receive from a user associated with a client system a request to download the customizable deployment support material; and
retrieve the customizable deployment support material from the database and provide the customizable deployment support material to the user;
communicate compiled and packaged components of the enterprise-specific EPO web site to the client system for customization, if desired, at the client system prior to installation;
the server system operable to provide at least a portion of the deployment support materials to the user, the deployment support materials recommending specifics for setting up the enterprise-specific EPO and facilitating establishment of the enterprise-specific EPO through one or more deployment phases and according to the schedule.