This invention relates to a method and system for monitoring the events of a teleconference meeting and in particular to a method and system for managing telephone conferences by using a hierarchy of user profiles for conference call participants in a proactive manner to maximize telephone conference participation and productivity.
In the 21st century, companies are conducting more business in a mobile environment. In many organizations, employees, colleagues and managers are spread out across the United States and around the globe. Therefore, many meetings are being conducted over the telephone and computer networks such as the Internet using communications companies like telecom giants AT&T, MCI, Sprint and software such as Microsoft's NetMeeting® or IBM's e-Meeting.
It is a well-known fact that today's workforce is becoming increasingly mobile. Traditional face-to-face meetings are becoming a rare event, replaced in large part by multi-party conferences, using a variety of media—traditional conference call, e-meetings, web cams with audio, instant messaging and others. Coupled with a constant drive to increase individual productivity, many workers have multiple conferences throughout the day. It is not unusual for some people to spend upwards of 50-60 percent of their workday participating in these conferences. As a result of these new dynamics in the workplace, traditional conference call technology is becoming woefully inadequate.
It is not at all atypical for conferences involving 6 to 12 people to start late by 5 to 10 minutes, or more waiting for one or two critical, but tardy, callers, resulting in significant lost productivity. Frequently, individuals do not come to the call prepared with all required materials, causing additional delays while people access individual file repositories or search team rooms. Callers frequently do not avail themselves to the lowest cost option for dialing in to a call, resulting in increased costs. Lastly, conference call leaders may not provide summaries of calls and decisions reached, resulting in increased costs. Lastly, conference call leaders may or may not provide summaries of calls and decisions reached, resulting in even more rework and lost productivity. While team rooms and other collaboration attempts to solve this problem, all current solutions are passive, requiring overt action on the part of the callers.
A basic service offered by telecommunications companies is to provide a communications connection between at least two parties for a certain period of time. The process of providing this telecommunications service can be described conceptually as arranging a telecommunications meeting between the participants (i.e., a so-called “telemeeting” or “telephone conference”). Ever since the emergence of this telemeeting concept, a number of pertinent questions have been raised, such as: How is it possible for a communications network manager to (1) effectively manage a telemeeting involving numerous participants, (2) control participation in a telemeeting (e.g., should the meeting be open to anyone), (3) enable participants to join a telemeeting from any location, and (4) schedule a telemeeting in terms of both time and place? Inevitably, in a conventional heterogeneous communications environment, telemeeting participants will attempt to gain admittance to a session in a number of different ways. However, from a conference planning and management standpoint, conventional communication networks are unable to determine beforehand the number of participants and how and where individual participants will be attempting to gain admittance to such a telemeeting.
Teleconferencing is one basic service offered by conventional telecommunications companies whereby a limited number of participants can confer simultaneously with each other. However, the basic services now being offered typically do not offer any type of conference management support. In other words, the person who has asked for and initiated the telemeeting makes the communication connections between the conference participants. Typically, the person initiating the meeting notifies each participant in turn, which requires prior knowledge of information about the participant.
The current technology allows an initiator/host such as a project manager to hold a conference call for a group such as a project team of twenty members. Before the call begins, each member receives a reminder notice with dial-in number, time and pass code. As a call is being conducted, when a participant signs in, the conference call is alerted with a beep or the project manager waits for all to sign in and take roll. In the former situation, the beep sound when a participant enters or leaves the conference is very disruptive. In this latter situation, it can be very time-consuming not only for the host but also those attending the call.
Normally, when there is a telephone conference, it is necessary to go through a moderator or a telephone company such as AT&T. A moderator is an online telephone company representative. This representative moderates the call, which can include performing services such as tracking the list of participants calling into the meeting and giving permission to participants to speak during the meeting.
As shown in
There have been many ideas implemented to improve the process of connecting parties that want to participate in telephone meetings. One such idea is a teleconferencing system disclosed in U.S. Pat. No. 5,369,694, which is entitled “Unattended Meet-Me-Conference Controlled By A Telephone Terminal.” Essentially, this patent discloses a method for automatically connecting teleconference participants who can register for the conference by calling a predetermined telephone number. A telephone terminal (capable of executing application software programs) provides certain teleconferencing management and control functions, and uses control signals to communicate with the telecommunications network and establish connections for all conference participants. The disclosed system employs a modified Integrated Services Digital Network (ISDN) protocol to control the transfer of signaling and speech data. However, a problem with such a system is that special “intelligent” terminal equipment is required, which can limit the ultimate use of the service provided. Also, the use of an ISDN protocol can be technically and/or financially prohibitive for certain network operators. Furthermore, in order to obtain a global level of service with conventional methods, the necessary and proper ISDN protocol would be required in all networks through which conference participants connect to a conference.
The current telephone services available for conference calls are not efficient for all involved. The problem arises because the responsibility for initiating the connection to the call rests with the actual participants. As expected participants login/connect at different times. Though meeting notices are sent out early and participants are recommended to be on time, it is still merely impractical and unfeasible to require everyone to be at a meeting at an exact time in today's dynamic business world or pose restrictions not allowing others to dial in after the meeting has started. These limitations simply will not work for many attendees for reasons like meeting overlaps, time zone issues, or people joining the conference call from different locations in the world.
The result of hosting a meeting with a diverse group of participants is the initiator/moderator ends up spending an excessive amount of time taking attendance instead of focusing on the discussion. The telephone conference is continuously interrupted as other participant joins or leaves the conference call, typically makes a beeping noise that interrupts the discussion and disturbs the meeting.
The original goal of holding conference calls is to conduct business matters in an effective and efficient manner. With the current technology available, excessive time is spent on taking attendance or as each person logs into the call, the meeting gets interrupted. Therefore, it is a market need for a method and system solution that can address the issues associated with the inefficient use of teleconferencing. A proper solution could limit teleconferencing cost issues through the effective use of teleconferencing.
It is an objective of the present invention to provide a method and system for managing the events of a telephone conference meeting.
It is a second objective of the present invention to provide a method and system in which the task of connecting with a telephone conference meeting is placed with the individual conference participants rather than the initiator of the meeting.
It is a third objective of the present invention to provide a method and system for creating a hierarchical user profile for each participant of a conference call.
It is a fourth objective of the present invention to provide method and system for sending a message to telephone conference participants that can be reached prior to a scheduled telephone conference meeting.
It is fifth objective of the present invention to provide a user profile, which has an interface for both conference participants and conference initiator.
It is a sixth objective of the present invention to provide a method and system that can reduce the cost of a telephone conference searching for the lowest cost option for contacting telephone conference participants.
It is a seventh objective of the present invention to provide a method and system to efficiently schedule a teleconference.
This invention attempts to solve these problems by actively pushing conference contact out to the conference participants, rather than passively requiring individuals to connect to the conference. It determines the lowest cost option based on a number of personalization factors contained in a pre-established user profile database, telephone rate schedules and date/time of the conference. The user profile would include a primary point of contact, such as an office telephone, and secondary choice, such as a home office telephone, cellular telephone, or text capable Personal Digital Assistant (PDA). As the system proceeds through the options, in the event the participant is not reached, a message appropriate to that media (voicemail, text message, etc.) can be left as a reminder. Further, the invention would provide to all participants any softcopy materials deemed critical by the leader of the meeting, in a format based on user preferences also contained in the profile database. Conference participants would also still retain the ability to attach to the conference proactively, using whatever device is most appropriate to their circumstances.
The advantage of this solution is that all conference participants (including web sessions using web cams and audio connect) would be contacted simultaneously, increasing the likelihood that the call will start on-time, and all users having required materials. While there are a number of alarm options such as reminders in e-mail calendars or PDA's, these can be missed of ignored. The present invention attempts to reach individuals using their preferred technology.
The present invention provides an improved method and system for conducting telephone conference meetings. This invention allows for the automatic monitoring, tracking and recording of meeting data that was not previously collected or was done manually. The method of the present invention can be implemented with software housed in the host computer or at the local telephone carrier. This software would perform tasks such as assigning identification numbers to meeting participants, monitoring participant access and departure times and generating a report of the activities of the meeting at the conclusion of the meeting. The meeting host initiates the connections with the participants in the meeting. This approach is a reversal from the conventional method of the participants calling in the host. The software at the host location of a carrier location controls the various activities of the meeting. At the completion of the meeting, a report is generated and sent to the meeting initiator.
The core of this invention is the user profile database, with an interface for both conference participants and conference leaders. Users pre-register with the conference system, establishing a profile which designates their preferred contact numbers of devices, in descending sequence of priority. Referring to
Once the notices are sent to the participants, participants will respond to the notice and confirm whether they can attend the conference call meeting. The meeting notices in step 28 and the responses will usually be via electronic mail. Step 29 will monitor the responses of the participants to determine which persons will available to participate in the meeting. If a participant is available, step 30 will send a request for preferences from the participant. When the conference invitation goes out, users who accept the invitation are also presented with their preferences, allowing them to select their preferred connectivity option based on their anticipated schedule for that day. Optionally, the users can elect to have a reminder sent out periodically in advance of the conference to whatever technology they prefer. They can also update/change their original choice, should their schedules change between the time they accept the invitation and the actual event. These preferences will also be for the purpose of determining the number of contact devices for the participant and the priority of these contact devices. For example, the participant may have list three devices such as cellular telephone, email address and a personal digital assistant (PDA). In step 31, the participant will send this information to the host. As the host location receives the responses from the notified participants, step 32 builds a list of participants conformed for the meeting. At this point, step 33 monitors the list of confirmed participants in the event the information supplied by a participant changes. The implementation of this step could be by sending period update queries to the confirmed participants.
The acknowledgements from potential participants accepting the invitation are fed into the system, which builds a list of confirmed conference participants. The host of the meeting/conference can periodically review this list until all critical attendees have accepted, or receive pushed updates as each proposed participant declines or accepts. At an adjustable time prior to the conference, selected by the leader, the system attempts to contact the participants at their preferred number or contact point, using the lowest cost option (tie line, 800 number, local, etc). If the users are not at their preferred contact point, the system will automatically attempt to reach them at their optional contact points. The system also sends a URL for any required materials, supplied by the conference leader, to these same participants, based on preferences captured when the participant accepted the invitation.
If the authentication of the participant is prior to the beginning of the meeting, the access of the participant would be treated the same as if the initial access attempt was successful. Referring back to
In this process, step 49 would detect the establishment of a connection of the host with a participant. Step 50 would identify the participant. At this time, the participant authentication process would verify the identity of the participant. Step 51 would record the actual time the connection was established with the participant. During these conference call meetings it is not usual for a participant to connect to the meeting while the meeting is in process. In this situation, a message is sent to the host and participants that a new participant has joined the meeting, step 52. The message would contain the identity of the new participant. This connection could be established without interrupting the meeting, which often occurs when some joins or leaves a meeting.
As mentioned, it is common for someone to disconnect from conference call meeting before the end of the meeting. In the process illustrated in
The features of the present invention provide considerable advantages over conventional teleconferencing systems. By placing the task of initiating the connection call with the host instead of with the individual participants, the efficiency of connecting the participants and beginning the meeting in a timely manner is greatly improved. In addition the creation of a participant profile with alternate means of contacting the participant will aid in ensuring maximum participation in the meetings.
It is important to note that while the present invention has been described in the context of a fully functioning data processing system, those skilled in the art will appreciate that the processes of the present invention are capable of being distributed in the form of instructions in a computer readable medium and a variety of other forms, regardless of the particular type of medium used to carry out the distribution. Examples of computer readable media include media such as EPROM, ROM, tape, paper, floppy disc, hard disk drive, RAM, and CD-ROMs and transmission-type of media, such as digital and analog communications links.
Having thus described the invention, what we claims as new and desire to secure by Letters Patent is set forth in the following claims.