US 11,868,936 B2
Systems and methods for workflow and practice management
Mike Dahn, Farmington, MN (US); Shelly Albaum, Sebastopol, CA (US); Brian C. Quinn, Saint Paul, MN (US); David Rawson, Kirk Smeaton (GB); Chris Hendry, Hertz (GB); Damien Riehl, Saint Paul, MN (US); Emily Colbert, Garden City, NY (US); Scott Francis, Prior Lake, MN (US); and Colleen Scimeca, Chicago, IL (US)
Assigned to THOMSON REUTERS ENTERPRISE CENTRE GMBH, Zug (CH)
Filed by Thomson Reuters Enterprise Centre GmbH, Zug (CH)
Filed on May 23, 2017, as Appl. No. 15/603,269.
Claims priority of provisional application 62/340,634, filed on May 24, 2016.
Prior Publication US 2017/0364845 A1, Dec. 21, 2017
Int. Cl. G06Q 10/0633 (2023.01); G06Q 10/10 (2023.01); G06Q 10/00 (2023.01); G06F 40/186 (2020.01)
CPC G06Q 10/0633 (2013.01) [G06F 40/186 (2020.01); G06Q 10/00 (2013.01); G06Q 10/10 (2013.01)] 13 Claims
OG exemplary drawing
 
1. A computer implemented method for managing workflow of a service provider, embodied as instructions stored in non-transitory computer memory which, when executed by a computer processor, are configured to:
receive a first project template specifying one or more tasks to be performed by one or more service providers in connection with a first project, wherein the one or more tasks are correlated with respective portions of a factual matrix describing a set of facts associated with the first project;
integrate a plug-in program component configured for real-time monitoring of the one or more tasks into a word processing tool for the first project template;
transmit, using an application programming interface (API), a first binary encoded signal associated with a prompt to a graphical user interface of a user computing device associated with at least one of the one or more service providers, wherein the first binary encoded signal is configured to render the prompt via the graphical user interface to inform the at least one of the one or more service providers to perform a particular task specified by the first project template;
recognize, via execution of a recommendation engine by the computer processor, the nature of the particular task and determine a resource associated with the nature of the particular task to facilitate generation of data for the particular task;
configure a first portion of the graphical user interface for rendering of first visual data associated with the resource and a second portion of the graphical user interface for receiving input data related to the particular task;
extract metadata generated by the plug-in program component indicating an amount of time spent by at least one service provider using the word processing tool for the particular task;
configure a third portion of the graphical user interface for rendering of second visual data associated with the extracted metadata, wherein the second visual data provides a human-interpretable representation of the amount of time spent using the word processing tool for the particular task;
receive a time entry from the at least one service provider comprising a recorded amount of time spent by the at least one service provider to perform the particular task, wherein the recorded amount of time related to the time entry is determined based on the metadata generated by the plug-in program component;
store the time entry in a time entry database in association with the first project, wherein the time entry database comprises one or more additional time entries received from other service providers of the one or more service providers, and wherein the one or more additional time entries are associated with the first project;
receive, using the API, a second binary encoded signal transmitted via the graphical user interface of the user computing device, the second binary encoded signal comprising an indication from the at least one service provider that the particular task has been completed, and the second binary encoded signal configured to engage the computer processor to execute one or more instructions to store an update to the factual matrix that the particular task has been completed by the at least one service provider;
based on entries in the factual matrix, configure a fourth portion of the graphical user interface for receiving additional input data related to first project;
receive an indication from a user related to development of a second project;
analyze whether the second project is similar to the first project; and
if the second project is similar to the first project, generate, based on the time entries stored in the time entry database in association with the first project, provide to the user an indication of the other service providers of the one or more service providers associated with the time entries associated with the first project.