Roland J Roberts

US Patent:

20030139986, Jul 24, 2003

Filed:

Jan 23, 2002

Appl. No.:

10/056105

Inventors:

Roland Louis Roberts - Dallas TX, US

Assignee:

Electronic Data Systems

International Classification:

G06F017/60

US Classification:

705/030000

Abstract:

A method for tracking spend includes receiving a plurality of accounts payable items, each accounts payable item being associated with one of a plurality of general ledger codes. More than one of the plurality of general ledger codes are associated with an associated one of a plurality of purchasing categories. At least one of the plurality of general ledger codes which does not include an associated one of the plurality of purchasing categories is identified. Unallocated spend items associated with the at least one of the general ledger codes are displayed to a user. In accordance with one embodiment, information regarding a proper correlation of the spend items within the plurality of purchasing categories is received from the user.

US Patent:

20050108103, May 19, 2005

Filed:

Nov 18, 2003

Appl. No.:

10/716272

Inventors:

Roland Roberts - Dallas TX, US
Tracey Hinkle - Plano TX, US
Lenore Weich - Allen TX, US
Guarav Suri - Menlo Park CA, US
Jessica Hymowitz - Austin TX, US
Guido Goyeneche - Santiago de Chile, CL

International Classification:

G06F017/60

US Classification:

705026000

Abstract:

A method, system, and computer program product for determining whether to attempt to sell a product or service to a potential client is provided. In one embodiment, a set of criteria questions identified as being important in determining whether to attempt to sell the offering to the potential client are determined. Then a set of possible answers to each of the criteria questions is also determined. A respective criteria question weighting factor is assigned to each criteria question and an answer weighting factor is assigned to each potential answer for each respective criteria question. Answers to each of the criteria questions are determined and a qualifying score is calculated. The qualifying score allows different potential clients to be compared to one another as to which is more likely to be receptive to the offered product or service and allows determinations as to which potential customers to target for attempted sale of the product or service in a systematic and repeatable fashion.