System and method for determining suggested activities for a worker based on workflow activity and triggers

Abstract

A system and method for managing workflow including the ability to manage system-level workflow strategy, manage individual workflow activity, and provide suggestions to optimize individual workflow activity, is provided. The system may provide suggestions to workers based on their schedules and activities that the workers have to perform. Users of the system may configure the criteria used in determining which suggestions to provide to workers. The system may refine the suggestions provided to workers based on feedback received regarding the suggestions previously provided.

1 . A system for determining suggested activities related to sales of a set of products for a first worker of a company, the system comprising:
 a non-transitory electronic storage configured to store information related to a first workflow, wherein the first workflow comprises a first set of requested activities related to promoting a first product to a first customer; and   one or more physical processors configured to execute computer readable instructions comprising:   a suggestion management component configured to:
 determine a first activity for a first worker from the set of activities of the first workflow; 
   an activity management component configured to:
 output, to the first worker, the schedule for the first worker for the first time period; and 
 output, to the first worker, the first activity as a first suggested activity for the first worker with the schedule; and 
   a trigger management component configured to:
 determine whether a first triggered activity has been triggered for the first worker based on: performance, by a second worker of the company, of a second activity of the set of activities of the first workflow, receipt, from the second worker, of the first triggered activity for the first worker, or compliance with a first rule of a set of rules which, when met, cause the first triggered activity to be triggered, wherein the first triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow; 
 responsive to a determination that the first triggered activity has been triggered, cause the first triggered activity to be output to the first worker as a first suggested triggered activity with the schedule and the first activity. 
   
     
     
         2 . The system of  claim 1 , wherein the activity management component configured to:
 add the first suggested triggered activity to the schedule as a scheduled activity in response to a determination that the first worker has not accepted the first suggested triggered activity for a pre-determined amount of time after the first suggested triggered activity was output to the first worker.   
     
     
         3 . The system of  claim 1 , wherein the activity management component is configured to:
 output information for the first suggested triggered activity indicating that the first suggested triggered activity was output to the user responsive to the first suggested triggered activity being triggered for the first worker.   
     
     
         4 . The system of  claim 1 , wherein the triggers management component is configured to:
 determine whether a second triggered activity has been triggered for the first worker based on a marketing event associated with the first product, or information related to a sales goal associated with the first worker;   responsive to a determination that the second triggered activity has been triggered, cause the second triggered activity to be output to the first worker as a second suggested triggered activity with the schedule and the first activity.   
     
     
         5 . The system of  claim 1 , wherein the non-transitory electronic storage media is configured to store the set of rules, wherein the
 the activity management component is configured to:
 receive performance data related to performance of the first activity; 
 receive feedback from the second worker related to the second activity and wherein the trigger management component is configured to: 
 determine that the first triggered activity has been triggered based on compliance with the first rule, the performance data, and the feedback received. 
   
     
     
         6 . The system of  claim 1 , wherein the trigger management component is configured to:
 determine whether the first triggered activity has been triggered in response to a change of a schedule for a second worker.   
     
     
         7 . The system of  claim 6 , wherein the trigger management component is configured to:
 determine whether the first triggered activity has been triggered in response to receiving feedback from the second worker based on the change of the schedule of the second worker.   
     
     
         8 . The system of  claim 7 , wherein the feedback is related to one or more of: a dismissal of a suggestion by the second worker, or performance of a scheduled activity by the second worker. 
     
     
         9 . The system of  claim 1 , further comprising:
 a trigger management component configured to:
 determine whether the first triggered activity has been triggered based on performance metrics associated with the first worker. 
   
     
     
         10 . The system of  claim 1 , wherein the activity management component is configured to:
 receive, from the first worker, feedback related to the performance of the first activity; and   wherein the trigger management component is configured to:   determine that a second triggered activity has been triggered responsive to receiving the feedback related to the performance of the first activity, wherein the second triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow.   
     
     
         11 . A method for determining suggested activities related to sales of a set of products for a first worker of a company, the method being implemented in a computer system comprising one or more physical processors configured to execute computer readable instructions, the method comprising:
 storing information related to a first workflow, wherein the first workflow comprises a first set of activities related to promoting a first product to a first customer; and   determining, by the one or more physical processors, a first activity for a first worker from the set of activities of the first workflow;   outputting, by the one or more physical processors, to the first worker, the schedule for the first worker for the first time period; and   outputting, by the one or more physical processors, to the first worker, the first activity as a first suggested activity for the first worker with the schedule; and   determining, by the one or more physical processors, whether a first triggered activity has been triggered for the first worker based on: performance, by a second worker of the company, of a second activity of the set of activities of the first workflow, receipt, from the second worker, of the first triggered activity for the first worker, or compliance with a first rule of a set of rules which, when met, cause the first triggered activity to be triggered, wherein the first triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow;   responsive to a determination that the first triggered activity has been triggered causing, by the one or more physical processors, the first triggered activity to be output to the first worker as a first suggested triggered activity with the schedule and the first activity.   
     
     
         12 . The method of  claim 11 , further comprising:
 adding, by the one or more physical processors, the first suggested triggered activity to the schedule as a scheduled activity in response to a determination that the first worker has not accepted the first suggested triggered activity for a pre-determined amount of time after the first suggested triggered activity was output to the first worker.   
     
     
         13 . The method of  claim 11 , further comprising:
 outputting, by the one or more physical processors, information for the first suggested triggered activity indicating that the first suggested triggered activity was output to the user responsive to the first suggested triggered activity being triggered for the first worker.   
     
     
         14 . The method of  claim 11 , further comprising:
 determining, by the one or more physical processors, whether a second triggered activity has been triggered for the first worker based on a marketing event associated with the first product, or information related to a sales goal associated with the first worker; and   responsive to a determination that the second triggered activity has been triggered causing, by the one or more physical processors the second triggered activity to be output to the first worker as a second suggested triggered activity with the schedule and the first activity.   
     
     
         15 . The method of  claim 11 , further comprising:
 storing the set of rules;   receiving, by the one or more physical processors, performance data related to performance of the first activity;   receiving, by the one or more physical processors, feedback from the second worker related to the second activity; and   determining, by the one or more physical processors, that the first triggered activity has been triggered based on compliance with the first rule, the performance data, and the feedback received.   
     
     
         16 . The method of  claim 11 , further comprising:
 determining, by the one or more physical processors, whether the first triggered activity has been triggered in response to a change of a schedule for a second worker.   
     
     
         17 . The method of  claim 16 , further comprising:
 determining, by the one or more physical processors, whether the first triggered activity has been triggered in response to receiving feedback from the second worker based on the change of the schedule of the second worker.   
     
     
         18 . The method of  claim 17 , wherein the feedback is related to one or more of: a dismissal of a suggestion by the second worker, or performance of a scheduled activity by the second worker. 
     
     
         19 . The method of  claim 11 , further comprising:
 determining, by the one or more physical processors, whether the first triggered activity has been triggered based on performance metrics associated with the first worker.   
     
     
         20 . The method of  claim 11 , further comprising:
 receiving, by the one or more physical processors, from the first worker, feedback related to the performance of the first activity; and   determining, by the one or more physical processors, that a second triggered activity has been triggered responsive to receiving the feedback related to the performance of the first activity, wherein the second triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow.   
     
     
         21 . A non-transitory electronic storage media storing information related to determining activities related to sales of a set of products for a first worker of a company, the stored information comprising:
 information related to a first workflow, wherein the first workflow comprises a first set activities related to promoting a first product to a first customer; and   instructions configured to cause a client computing device to:
 determine a first activity for a first worker from the set of activities of the workflow; 
 output, to the first worker, the schedule for the first worker for the first time period; and 
 output, to the first worker, the first activity as a first suggested activity for the first worker with the schedule; and 
 determine whether a first triggered activity has been triggered for the first worker based on: performance, by a second worker of the company, of a second activity of the set of activities of the first workflow, receipt, from the second worker, of the first triggered activity for the first worker, or compliance with a first rule of a set of rules which, when met, cause the first triggered activity to be triggered, wherein the first triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow; 
 responsive to a determination that the first triggered activity has been triggered, cause the first triggered activity to be output to the first worker as a first suggested triggered activity with the schedule and the first activity. 
   
     
     
         22 . The non-transitory electronic storage media of  claim 21 , wherein the instructions are configured to cause the client computing device to:
 add the first suggested triggered activity to the schedule as a scheduled activity in response to a determination that the first worker has not accepted the first suggested triggered activity for a predetermined amount of time after the first suggested triggered activity was output to the first worker.   
     
     
         23 . The non-transitory electronic storage media of  claim 21 , wherein the instructions are configured to cause the client computing device to:
 output information for the first suggested triggered activity indicating that the first suggested triggered activity was output to the user responsive to the first suggested triggered activity being triggered for the first worker.   
     
     
         24 . The non-transitory electronic storage media of  claim 21 , wherein the instructions are configured to cause the client computing device to:
 determine whether a second triggered activity has been triggered for the first worker based on a marketing event associated with the first product, or information related to a sales goal associated with the first worker;   responsive to a determination that the second triggered activity has been triggered, cause the second triggered activity to be output to the first worker as a second suggested triggered activity with the schedule and the first activity.   
     
     
         25 . The non-transitory electronic storage media of  claim 21 ,
 wherein the stored information comprises:
 the set of rules; and 
   wherein the instructions are configured to cause the client computing device to:
 receive performance data related to performance of the first activity; 
 receive feedback from the second worker related to the second activity; and 
   wherein the trigger management component is configured to:
 determine that the first triggered activity has been triggered based on compliance with the first rule the performance data and the feedback received. 
   
     
     
         26 . The non-transitory electronic storage media of  claim 21 , wherein the instructions are configured to cause the client computing device to:
 determine whether the first triggered activity has been triggered in response to a change of a schedule for a second worker.   
     
     
         27 . The non-transitory electronic storage media of  claim 26 , wherein the instructions are configured to cause the client computing device to:
 determine whether the first triggered activity has been triggered in response to receiving feedback from the second worker based on the change of the schedule of the second worker.   
     
     
         28 . The non-transitory electronic storage media of  claim 27 , wherein the feedback is related to one or more of: a dismissal of a suggestion by the second worker, or performance of a scheduled activity by the second worker. 
     
     
         29 . The non-transitory electronic storage media of  claim 21 , wherein the instructions are configured to cause the client computing device to:
 determine whether the first triggered activity has been triggered based on performance metrics associated with the first worker.   
     
     
         30 . The non-transitory electronic storage media of  claim 21 , wherein the instructions are configured to cause the client computing device to:
 receive, from the first worker feedback related to the performance of the first activity; and   determine that a second triggered activity has been triggered responsive to receiving the feedback related to the performance of the first activity, wherein the second triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow.