Strategic planning management
AssigneeWells Fargo Bank, N.A.
InventorsPatricia Snow, Steven D. Clement
Life of this patent
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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.
Claims20
A system that facilitates strategic IT (information technology) planning, comprising:
- at least one processor coupled to a memory, the processor executing:
- an assessment component that reviews a current business state of a business;
- an analysis component that evaluates the current business state and establishes a focus strategy, wherein the analysis component generates one or more queries related to weaknesses of the business, and wherein the focus strategy is based at least in part on responses to the one or more queries;
- a summary manager component that employs the focus strategy to generate one or more forms;
- and
- at least one user interface that collects first information via the one or more forms,
- wherein the summary manager component aggregates the collected information and generates a strategy summary based at least in part on a subset of the first information and on second information associated with one or more prior strategies.
A computer-implemented method of strategically planning information technology (IT), comprising:
- storing computer executable instructions on a memory;
- employing a processor that executes the computer executable instructions stored on the memory to implement the following acts:
- reviewing current state of a business scenario by way of a user interface (UI);
- reviewing a plurality of strategy influencers that relate to the business scenario via the UI;
- generating one or more queries related to the business scenario;
- analyzing the current state based upon a subset of the strategy influencers, wherein the analysis reveals a plurality of findings and priorities, wherein the plurality of findings and priorities is based at least in part on one or more of inputs or drivers identified by responses to the one or more queries;
- reviewing a strategy repository for information associated with one or more prior strategies;
- and
- creating a strategy summary based at least in part upon the information associated with the one or more prior strategies and a subset of the findings or priorities.
A computer-executable system, comprising:
- at least one processor coupled to a memory, the processor executing:
- means for establishing a current state of a business function based at least in part upon a plurality of strategy influencers;
- means for determining a primary focus based at least in part upon the current state;
- and
- means for one of creating or 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 at least in part on financial projections that are based at least in part on the primary focus and on a plurality of dimensions comprising one or more of a workforce management dimension, a technology dimension, a process dimension, or a delivery dimension, and wherein the means for one of creating or updating additionally generates a strategy map that connects the one or more strategic objectives to each other via one or more cause-and-effect relationships.
Dependencies are inferred from the claim text.