Nancy A Capelli

8433632, Apr 30, 2013

Mar 13, 2001

09/804851

Sarat C. Sankaran - San Carlos CA, US
Vineet Jain - Milpitas CA, US
Nancy B. Capelli - Woodside CA, US

Lawson Software, Inc. - St. Paul MN

G60Q 40/00

705 36R

A method and apparatus for financial planning and control are disclosed that are capable of real-time response to changing market conditions. The disclosed method provides financial management and control tools that allow an organization to rapidly (on weekly or monthly frequencies, for example) realign financial resources throughout the organization in response to changing market and business conditions. The method links critical external information directly to company decision-making activities to allow a business to better align resources to capitalize upon opportunities or minimize the impact of adverse business conditions. The disclosed embodiment of the invention comprises several modules, including the TopLine Planner™ module, BizPlan™ module, and SpendCap Manager™ module. The TopLine Planner™ module receives inputs from and provides information to sales, marketing and manufacturing, and is coupled to the BizPlan™ module. The TopLine Planner™ module dynamically revises topline forecast information by capturing current outlook information from front line sources.

7966235, Jun 21, 2011

Oct 1, 2001

09/969140

Nancy B. Capelli - Woodside CA, US
Rajesh Chandran - San Mateo CA, US
Prashant Fuloria - Mountain View CA, US
Sarat C. Sankaran - San Carlos CA, US

Lawson Software, Inc. - St. Paul MN

G06Q 40/00

705 35, 705 36 R, 705 37, 705 38, 705 39, 705 40, 705 41, 705 42

A method providing automatic allocation of a spending limit value among a plurality of recipient departments is disclosed. A spending plan, comprising a plurality of spending limit values, is created. Each spending limit value is associated with a department from among a plurality of departments. A first selected department is identified as a source for allocation of a first spending value. One or more recipient departments are identified as recipients of an allocation of the first spending value. The first spending value is then automatically allocated among the recipients under a specified allocation model, resulting in creating a plurality of allocated spending limit values that are associated with one of the recipient departments. As a result, delay in preparing spending plans is reduced because allocations are rapidly, automatically computed and distributed to department plans. Further, visibility of allocations is improved, enhancing management awareness of allocation values that are beyond the control of a recipient department.