Clari‘s patented system and method involve creating a suggested task set to achieve a target value. The cloud server analyzes completed task sets, calculates ratios, and constructs the suggested task set in real-time. Users are alerted of discrepancies between current and suggested values. The system enhances task management efficiency. GlobalData’s report on Clari gives a 360-degree view of the company including its patenting strategy. Buy the report here.

According to GlobalData’s company profile on Clari, AI for workflow management was a key innovation area identified from patents. Clari's grant share as of April 2024 was 82%. Grant share is based on the ratio of number of grants to total number of patents.

Dynamic task suggestions based on target values and historical data

Source: United States Patent and Trademark Office (USPTO). Credit: Clari Inc

A recently granted patent (Publication Number: US11928620B2) discloses a computer-implemented method that involves receiving a request from a client device for a suggested task set at the beginning of a specific time period. The method includes retrieving completed task sets from a database, calculating composition ratios and conversion rates for task categories, determining suggested total realized value, and generating a suggested task set based on nominal values. The suggested task set is then transmitted to the client device for display in a graphical user interface, allowing real-time tracking of nominal values for each task category.

Furthermore, the patent includes additional claims related to the method, such as the association of completed task sets with the same task categories as the suggested task set, the construction of task sets in predetermined time periods, and the representation of different stages of task processing in the task categories. The method also calculates average composition ratios, conversion rates, and addition ratios across completed task sets to provide insights into task performance and value realization. The patent aims to optimize task management and decision-making processes by offering a systematic approach to suggesting task sets based on historical data and target values, enhancing efficiency and effectiveness in task execution and monitoring.

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