IND    US 20190354912A1
    IN
( 19) United States
(12 ) VARMA
    PatentetApplication
    al.
    Publication ((1043)) Pub
    Pub..No .: US 2019/0354912
    Date :
    A1
    Nov. 21, 2019
(54 ) SYSTEM AND METHOD FOR SOFTWARE    Publication Classification
    ADOPTION    (51) Int. Ci.
( 71) Applicant: APPLANGO SYSTEMS LTD ., Rosh    G06Q 10/06    ( 2006.01)
    Ha'ayin ( IL )    (52) U.S. CI.
    CPC . G06Q 10/06375 (2013.01); G06Q 10/06393
( 72 ) Inventors: Samir VARMA, Cos Cob , CT (US );    (2013.01)
    Daniel SARFATI , Raanana (IL )
(73) Assignee : APPLANGO SYSTEMS LTD ., Rosh    ( 57 )    ABSTRACT
    Ha'ayin ( IL )
(21) Appl. No.:    16 / 349,769
    Systems and methods are described for determining one or
    more benchmarks for software usage of an organization
( 22 ) PCT Filed :    Nov. 14 , 2017    based on data internal to the organization . In one example ,
    usage data of a software application of an organization may
( 86 ) PCT No .:    PCT /US17 /61641    be obtained or collected . One or more expected users of the
    software application may be identified . Next, at least one
    $ 371 (c ) (1 ),    benchmark for usage of the software application may be
    ( 2 ) Date:    May 14 , 2019    determined based on a power law , the identified expected
    Related U.S. Application Data    user or users, and usage data internal to the organization .
    The obtained usage data may then be compared to the one
(60 ) Provisional application No.62/421,924 , filed on Nov.    or more benchmarks, and results of the comparison output,
    14 , 2016 .    for example via a graphical user interface or a report.

    Software Adoption Health Check    - 2002

 Number of Monitored Users : 572    (SFDC )    Date :

 1. Overall Adoption Health Status
 Login Frequency
    205
    Login Frequency / Company
    Average Customer *
    Infrequent users,    Infrequent users
    23 %    37 %
    5%
    11 %
    30 %

    51%    Login Frequency / Healthy
    38 %    59 %    25 %

    79 %
    Sep - 15    Oct- 15
    > monthly    Monthly    Bi-weekly Weekly
    *
    Average Customer: calculated on first month of monitoring

Patent Application Publication    Nov. 21, 2019 Sheet 1 of 13    US 2019/0354912 A1

    -100

    105 obtain access information and
    usage data

    Yes    110 Determine if    No
    active user

    No
    120 generate
    indication to
    150 Identify expected user by    Verify user needs    remove
    functionality of application    application    license

    Yes
   155 Determine benchmark (per
  functionality ) for comparing actual    130 generate
    usage data    125    No    indication to
    verify user has valid    deliver valid
    credentials    credentials
   160 Present options to configure |
    analysis/asusmptions    Yes

    135    140 generate
   165 Compare benchmark (s ) with    verify user has    No   indication to
    actual usage data    adequate    provide
    training    training

  170 Output results of comparison
    145 add user to active user list
  115 Trigger indication if results
    below benchmark

    Fig. 1

Patent Application Publication    Nov. 21, 2019 Sheet 2 of 13    US 2019/0354912 A1

    20 3

    37
    %    10
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    HFLreoaql/ugetinhcyn   %
    5    10
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    51

Patent Application Publication    Nov. 21 , 2019 Sheet 3 of 13    US 2019/0354912 A1

   20 5
    %
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    FHLreoaql/ugetinhcny   6
    %

    CAuvset*romaegre   36
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    47

Patent Application Publication    Nov. 21, 2019 Sheet 4 of 13    US 2019/0354912 A1

    300a
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Patent Application Publication    Nov. 21, 2019 Sheet 5 of 13    US 2019/0354912 A1

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    SGtrao4.tups
    Collaboration Colaboration Colaboration Colaboration Colaboration

Patent Application Publication    Nov. 21, 2019 Sheet 6 of 13    US 2019/0354912 A1

    40 a
    Company
    25
    %

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Patent Application Publication    Nov. 21, 2019 Sheet 7 of 13    US 2019/0354912 A1

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    %

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Patent Application Publication    Nov. 21, 2019 Sheet 8 of 13    US 2019/0354912 A1

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Patent Application Publication Nov. 21 , 2019 Sheet 9 of 13   US 2019/0354912 A1

    505 obtain access information and
    usage data for group

    $ 10 Determine benchmark ( per
    functionality ) for comparing actual
    usage data

    515 Compare benchmark (s ) with
    actual usage data

    520 Obtain performance
    information of group

    525 Correlate usage data with
    performance information

    530 determine scale of usage data
    based on benchmark ( s ) and
    correlated performance information

    535 Display usage data relative to
    scale

    Fig . 5

Patent Application Publication   Nov. 21, 2019 Sheet 10 of 13    US 2019/0354912 A1

    AN
    SFDC|0001a --- Franchise Rep User wPardot and Engage

    ////?

    //////

    .

    !

    ZIUM

    Fig . 6A
    Account Contact    Event    Lead    Log-in Opportunity Task
    1.432
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    1,000

    600

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    o    NION    .

    2016-12-03 2016-12-09 2016-12-15 2016-12-21 2016-12-27
    Fig . 6B

Patent Application Publication Nov. 21, 2019 Sheet 11 of 13    US 2019/0354912 A1

    Handover Frequency Rate Collaboration Rate
    SFCC /Catania / Alto

    Fig . 7A
SFDC /Central Alto
 Total : 783
Handovers : 62 %    No Handovers Handovers

    2016-1 -20 2016-11-23 2016-1 -26016-1 -292016-12-20216-12-025016-12-08 2016-12-21016-12-14 2016-12-17
    Fig . 7B

Patent Application Publication Nov.. 21, 2019 Sheet 12 of 13    US 2019/0354912 A1

    90
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    Page
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    Fig . 8A

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    Sep-14 14-Oct-1421-Oct-1428-Oct-1404-Nov-1411-Nov-1418-Nov-14

    Fig . 8B

Patent Application Publication    Nov. 21, 2019 Sheet 13 of| 13    US 2019/0354912 A1

    8

    Opportunity
    2 Lead
    » Contact

    -1413
06-Jul    -1420-Jul-1427-Jul-14
    -Jul    03Aug    24-Aug1431-Aug-1407
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    24-Nov-1401-Dec-1408-Dec-1415-Dec-1422-Dec-1429-Dec-1405-Jan-1512-Jan-1519-Jan-1526-Jan-1502-Feb-15
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    Fig . 8D

US 2019/0354912 A1    Nov. 21, 2019

    SYSTEM AND METHOD FOR SOFTWARE    [0007 ] FIG . 5 illustrates an example flow diagram of a
    ADOPTION    process for analyzing and categorizing software usage
    within a group of users.
    COPYRIGHT NOTICE    [0008 ] FIGS . 6A , 6B , 7A , 7B , and 8A - 8D illustrate
[0001] This disclosure is protected under United States    example analyzes of software usage .
and/ or International Copyright Laws. © 2016 Applango Sys    DETAILED DESCRIPTION OF THE
tems, Ltd. A portion of the disclosure of this patent docu    PREFERRED EMBODIMENT
ment contains material which is subject to copyright pro
tection . The copyright owner has no objection to the    Software Adoption
facsimile reproduction by anyone of the patent document or
the patent disclosure , as it appears in the Patent and /or    [0009 ] The concept of software adoption is easily tied to
Trademark Office patent file or records, but otherwise    the number of people who have access to software . Tracking
reserves all copyright rights whatsoever.    user logins is a basic indicator that provides clear and initial
    BACKGROUND    proof of usage, access , and/or activity. Software as a service
    applications (SaaS) as well as single sign -on applications
[0002 ] When an organization desires to launch an enter    (SSO ) often provide reports on login activities .
prise -wide software application , the challenge often lies in    [0010] For mission critical applications ( i.e., those appli
how to identify the proper software application to purchase ,    cations that are critical to the daily operations and success of
how to implement the chosen software application , and how    the business/organization ), however, proof of login is not
to measure the usage activity of the software application . For    enough to provide a good indicator of software adoption of
example, an organization often buys licenses based on what    usage . In addition to access, organizations need to under
the salesmen convince them to purchase , rather than buying    stand in fine detail how the applications are being used . A
licenses which the organization needs. Similarly, people    complete list of every activity performed by every user,with
leave and new people join the organization , so it can also be    its timestamp, can be obtained through log files and /or
difficult to ensure there is the proper training in place so that    through probes installed on the software. This is known as
people know “ how , when , and why ” they should use the    usage data .
software application . When trying to understand the value    [0011 ] In order to measure the degree of software adoption
and effectiveness of the software application , the organiza    via usage data, usage data should be compared to a bench
tion may send polls, but people will often lie on polls and /or    mark or standard . For example , an optimal usage data
respond with the answers they believe the organization    pattern is likely one that is in line with management direc
wishes to see .    tives and expectations on which business operations/process
[0003] Moreover , even when there is data collected , it can    should be performed on such applications and how the use
be difficult to make any meaningful determinations. More    of the software applications are intended to meet the busi
usage does not necessarily reflect a more successful adop    ness objectives. This involves a comparison based on
tion as employees are not expected to spend 100 % of their    expected usage, by activity and by user , at a very high level
working time on any particular application . There is also no    of detail. However, even the managers themselves may not
standard set for accepted levels of software usage, and    be able to produce a detailed and quantifiable list of expected
external data points are not generally available for compari    activities to be performed and by whom . Much of this
son .    information is outside the scope of the normal managerial
    attention level.
    SUMMARY OF THE INVENTION
[ 0004 ] One of the metrics utilized to determine the success    Implied Comparison Values
and effectiveness of a software application is to measure its    [0012] The present disclosure addresses this problem by
adoption rate . The methodology disclosed in this applica    generating one ormore implied comparison values for usage
tion, in one aspect, creates an objective benchmark to    data via an algorithm , with or without knowing manager
measure the “ health ” of user software adoption of a software    expectations .
application within an organization . In another aspect, the    [0013] FIG . 1 illustrates an example process 100 for
benchmark may be utilized to identify abnormal software    determining one or more usage benchmarks. It should be
 usage to direct positive change in a group of users of the    appreciated that operations indicated by dashed lines are
 software. In yet one aspect , the usage of software by a group    optional. It should also be appreciated that in some imple
may be analyzed to determine normal, sub -normal, and    mentations, one or more operations may be omitted from
exceptional usage patterns to inform procedural changes for    process 100. Process 100 begins with obtaining access or
 individual users within a group of users , or across an    login information from or of a software system under
organization.    analysis , at operation 105. Next, that information may be
    BRIEF DESCRIPTION OF THE DRAWINGS    divided into two groups of users (those with access to a
    license ): those with proof of login (" active users” ) and those
[ 0005 ] FIG . 1 illustrates an example flow diagram of a    who have never logged in (" inactive users” ), at operation
process for determining Overall Adoption Health Status and    110. The reason for the divide is that if there is overall
Usage Activity of a Company .    low -adoption of the software, there is a difference between
[0006 ] FIGS. 2A , 2B , 3A , 3B , 4A , 4B , and 4C illustrate an    low - adoption users who know how to login and users who
example graphical user interface displaying charts showing    never logged in , and thus should be categorized differently.
the Overall Adoption Health Status and Usage Activity of a    [0014 ] For the first group of active users , the objective is
Company.    to identify why adoption is low and motivate users to

US 2019/0354912 A1    Nov. 21, 2019

interact more with the application . In the second group of    [0020 ] In some cases, a benchmark may be determined at
inactive users , the objective becomes verifying that they    operation 155 for usage of an entire application , program ,
need the application operation 115 ), that they have valid    etc. , and not be broken into functionality or object.
credentials (operation 125 ), and that they are trained in using
the application (operation 135 ). Various actions can be    Benchmarking
performed in response to a determination that any of need ,    [0021] Benchmarking is common in business and its use
credentials , or training is lacking (at operations 120, 130 ,    fulness in contextualizing performance is widely accepted .
140 ). In the event that the inactive user needs the applica    As discussed , creating a benchmark usually requires data
tion , has valid credentials, and is properly trained to use the    that is external to that which is being benchmarked . For
software , the user may then be added to the active user list    many business functions, such external data is commonly
(operation 145 ), or some other action may be taken .    available . Consider the following examples :
[0015 ] Among active users, the question still remains:    [0022 ] To benchmark how efficient your hospital is, you
how to identify " low ” adoption , or in other words, how to    would collect data from many other hospitals and compare
define “ expected usage.” It is inherently difficult to ascertain    yourself to them .
which users should use the various functionalities of the
application and the rate or frequency at which usage should    [0023] The University of Chicago Law school is ranked # 4
happen , if at all.    amongst all law schools in the United States . This is a
[0016 ] The first part of “ expected usage " is identifying the    benchmark , and the result is 4. The data is external to the
“ expected user” of a particular functionality , at operation    University of Chicago — that is, you need data from ALL law
150. If a user has touched a functionality, it is assumed that    schools in the US .
he/she is an expected user of that functionality.    [0024 ] GE aero engines use 20 % less floor space in its
[0017 ] The next issue is to determine what the expected    factory to produce jet engines than SNECMA and Rolls
pattern of activity is for an expected user, a given group of    Royce. This is a benchmark , and the number is 20 % . You
users, and /or for the whole company . Typically , the method    need data external to GE (that is, you need data regarding the
of determining expected pattern of usage would be to create    floor space of engines from the other aero engine manufac
a benchmark by looking at the patterns of other, similar,    turers ).
organizations, and comparing one's own activity to that of    [0025 ] The profits per partner of Simpson Thatcher are $ x
others . However, in this case :    per year and they are higher than all but y law firms in NY.
[0018 ] (1 ) No such data exists because the software ven    This is a benchmark , the number is x , and the data is external
  dors do not collect it . The data contemplated is very    to Simpson Thatcher (you need data from all NY law firms).
  granular software usage data: every activity by every user    And so on .
  on every object . It would entail collecting a record of    [0026 ] For software adoption , company - to -company com
  every single activity on every single object by every    parisons are nearly impossible and/or worthless because the
  single user on the application system . This is millions    external data does not exist, because no one collects it , and
  upon millions of pieces of data every week . For example ,    thus there is no benchmark . And even if the data can be
    imagine that 5000 users update/create and delete an    collected , the precise comparable organization to benchmark
    average of 100 objects per day. That's 500,000 activities    against may be extremely difficult or impossible to find .
   per day that we have recorded , which is 5x500,000 = 2.5    Fitted Distributions
   million activities per week . Then , that data has to be
    analyzed in some way to oduce useful business value .    [0027 ] To address this and other problems, a way of
    (2 ) There is no way of knowing which external organi    deriving an expected usage pattern ( i.e., benchmark ) from
   zations are relevant to benchmark against. Should the    the data itself has been created . To determine acceptable
   organizations be the same size , have the same number of    versus un -acceptable usage levels, an extensive research
    licenses , same age of installation , revenue per employee ,    project to identify a “ minimal usage pattern ” was conducted
   number of countries operated in , number of divisions,    That is , a usage pattern such that if the group /user/company
    etc. ?    is not at least hitting that pattern , there is a good chance that
[0019 ] As will be described in more detail below , one or    the usage is unhealthy.
more benchmarks may be determined at operation 155 , for    [0028] The described solution includes the manipulation
example, based on usage of an entire application , or one or    of two mathematical theories and combines them in order to
more specific functionalities thereof. The one or more    provide an answer to benchmarking using only internal data
benchmarks may be determined directly from the collected    and , as a bonus, provide insights for positive organizational
data without need of or reference to data from another    change .
organization or application : in other words, a self-generating
benchmark . Actual usage data may then be compared to the    Gini Coefficient
one or more of these self-generated benchmarks, at opera
tion 160. In some cases , one or more options to configure or    [0029 ] One important aspect of determining an internal
modify the analysis may be presented at operation 165, for    data -based benchmark is determining the level of “ equality
example , to adjust the usage level used as a benchmark . The    of usage” in the system . There is a well -known formula in
results may then be displayed or delivered at operation 170 .    economics called the “ Gini Coefficient” (GC ). The GC
 In some cases, one or more indications may be triggered if    measures the extent of inequality in any distribution of
the results fall below the one or more benchmarks, at    outcomes.Most classically , the GC is a measure of statistical
operation 175. Ways in which to determine the one ormore    dispersion intended to represent the income distribution of a
benchmarks, as performed at operation 155 , will be    nation's residents, typically the inequality in wealth and in
described below .    income.

US 2019/0354912 A1    Nov. 21, 2019

(0030) AGC of zero (0 ) expresses perfect equality: every    rule is roughly followed by a power law distribution for a
one has the same level of the value that is being measuring .    particular set of parameters (here, known as a Pareto distri
A GC of one ( 1) represents perfect inequality : for example ,    bution ).
only one person has all the income or wealth and the others    [0035 ] In particular , the distribution of wealth follows a
all have zero .    Pareto distribution (80 % of the wealth in Italy was owned by
[ 0031 ] For the present solution , 1 - GC is an excellent    20 % of the people ), and the Italian economist that this
indicator of usage health : if there was zero inequality, then    principle is named after, Vilfredo Pareto , developed these
1 -GC = 1-0= 1 = 100 % . This would mean everyone is using    concepts in the context of the distribution of income and
the application equally. While measuring usage equality was    wealth among the population . It is also a common rule of
an objective , however, 100 % as the benchmark is not a good    thumb in business: e.g., “ 80 % of your sales come from 20 %
indication of ideal or optimized usage. 100 % as a benchmark    of your clients.” In software engineering, Lowell Arthur
would fail because it is completely impossible for every user    expressed a corollary principle: “ 20 percentof the code has
interacting with the application to interact with it exactly the    80 percent of the errors.” Many natural phenomena have
same amount. Furthermore, who's to say that this should be    been shown empirically to exhibit such a distribution : 80 %
the target companies are striving for. Some people will    of the peas in Vilfredo Pareto's garden were produced by
naturally need to use the system more , and some less. So    20 % of the pods, and so on.
then , how can those individual users and / or groups of users    [0036 ] There are many kinds of systems in which power
that are not using the application properly be identified ?    laws apply : these tend to be complex systems with a large
What is the absolute minimum acceptable level of usage in    number of interacting parts . One such system is certainly
an organization ? Can that be defined ? In order to address    software usage. It fits the definition of a complex system . It
these questions, an index was defined as 1 -GC of the data .    is a system with many interacting parts: e.g., the number and
    type of users, the number and types of licenses, the setup of
Power Laws
    the objects accessed by the users, the business processes , the
    amount of data entered by the users , the management
    methods and styles of the company or organization , etc.
[0032 ] Empirically , a wide variety of systems follow what    Every one of these interacting parts affects the usage patterns
 is known as “ power laws,” including man -made systems,    of the software application . As such , it can be assumed that
biological systems, or even physical phenomena. All these    power laws hold true for software usage . Based on this
systems tend to follow these power laws over a very large    realization , a Pareto level usage ( that is, 80 % of application
range of magnitudes . Take , for example , the sizes of earth    usage is performed by 20 % of the people ) can then be used
quakes, the frequencies of word usage in most languages,    as a bare minimum acceptable usage pattern . In a preferred
the distribution of craters on the moon , the frequencies of    embodiment, the bare minimum acceptable level of usage is
family names, wealth , criminal charges per convict — all of    defined as such .
these tend to follow power laws.
[ 0033] There are situations in which one can be reasonably    Preferred Embodiment
certain that a particular statistical distribution is likely to    [0037 ] Based on the Pareto principle , usage of any object,
apply to the data in question . For example, the size of cities    or usage by any group or user or organization , should have
in any country follows a power law . If you rank all the cities    80 % of the activities done by at least 20 % of the people. If
in the country, the largest by population is generally twice    80 % of the activity is done by less than 20 % of the people ,
the size of the second largest which is twice the size of the    it indicates a likely problem . This should be an " easy "
third largest and so on . Similarly, in the English language,    benchmark to meet. Surprisingly, many organizations
the most used word is used twice as often as the second most    struggle to meet even this easy benchmark with their soft
used which is used twice as often as the third most, and so    ware application deployments.
on . This kind of relation is called a power law and it was first    [0038 ] To make the data easy to interpret, an index was
discovered in 1949 by the linguist George Zipf. (Zipf's law    defined that converts the usage pattern to an easy to under
states that while only a few words are used very often , many    stand number. A usage pattern of 80 % / 20 % (that is , 80 % of
or most are used rarely , PM – 1/nº where P , is the frequency of    the activity is done by 20 % of the users ) corresponds to an
a word ranked nth and the exponent a is almost 1. This    index of 40. A usage pattern of 70 % /30 % (that is, 70 % of the
means that the second item occurs approximately 1/2 as often    activity is done by 30 % of the users ) corresponds to an index
as the first, and the third item 1/3 as often as the first, and so    of 60. The higher the better. An index of less than 40
on . Although he originally intended it as a model for    indicates a likely usage problem and the lower it goes the
linguistics, Zipf later generalized his law to other disci    more severe the problem . An index above 60 usually indi
plines. In particular, he observed that the rank vs. frequency    cates good , healthy , usage .
distribution of individual incomes in a unified nation    [0039 ] It is then possible to benchmark how much better
approximates this law .)    or worse software usage is when compared to the 80/20
    benchmark . And , to do that, 1 -GC does the trick . When
Pareto Principle    1 -GC = 0.4 , it means that usage pattern is 80/20 . At 1 -GC = 0 .
    6 ,usage is now 70/30 (i.e., 70 % of the work is done by 30 %
[0034 ] One example of a power law that particularly    of the users ). This means that 1 -GC can serve as an
occurs frequently in human -related phenomena is the Pareto    indication of " quality of usage:" a minimum acceptable level
principle (also known as the 80-20 rule , the law of the vital    of 0.4 (which occurs at 80/20 ) with a target of trying to reach
few , and the principle of factor sparsity ). The Parteto prin    or exceed 0.6 (which occurs at 70/30 ).
ciple states that, formany events, roughly 80 % of the effects    [0040 ] In one example, different values for the Gini Coef
come from 20 % of the causes. Mathematically , the 80-20    ficient correspond to different levels of inequality ( i.e.,

US 2019/0354912 A1    Nov. 21, 2019

different levels of the Pareto statement. One implementation    analytic tool or software application utilizing the processes
of an index includes modifying the GC value as follows:    described above . This type of analysis enables benchmark
( 1 -GC )* 100 . This implementation changes the representa    ing various functionalities of software deployment and iden
tion such that perfect equality equals 100 rather than 0 so as    tifying the areas that have most need for improvement. In
to be a more readily understandable indication of equality    one aspect, an interactive graphical user interface is pro
rather than inequality . For ease of interpretation , one wants    vided that enables easy viewing and manipulation of login
to know what Pareto values correspond to what Gini values .    information , usage information , and/or adoption information
[0041 ] One skilled in the art would understand that there    utilizing the benchmarking techniques described above. It
are many differentways of calculating the GC , and there are    should be appreciated that the information illustrated and
many different definitions for different purposes. One    described in reference to FIGS. 2-4 can also be generated in
example is provided below .    a static report for example .
[0042 ] The Gini coefficient (or Gini ratio ) G is a summary    [0046 ] FIGS . 2A and 2B illustrate example login and
statistic of the Lorenz curve and a measure of inequality in    usage information of a software application provided in a
a population . The Gini coefficient is most easily calculated    graphical user interface 200 (which includes displays or
from unordered size data as the “ relative mean difference,"    screens 200a and 2006 ). By displaying the login and usage
i.e., the mean of the difference between every possible pair    information , comparison of certain portions of the data may
of individuals, divided by the mean size u ,    be performed more effectively and efficiently , such that
    certain characteristics between the data may bemade imme
    ox; – xil    diately apparent to a user of the system . For example,
    G =
    2n2u
    comparing login frequency ( e.g., representative of customer
    adoption ) of a given software application , and an average of
    indicates text missing or illegiblewhen filed    other usage, such as compiled by the system ( e.g. ,within the
    system or organization ), may be clearly illustrated at 205 .
(Dixon et al. 1987, Damgaard and Weiner 2000 ). Alterna    Interface 200 may provide login information and usage
    activity in easily understandable graphs, charts , etc., such as
tively , if the data is ordered by increasing size of individuals ,    illustrated and in other forms.
G is given by :
    [0047 ] FIGS. 3A and 3B illustrate example analytics of
    usage of a software application provided in a graphical user
    ( 20 -N 1)    interface 300 (which includes displays or screens 300a and
    ??    300b ).Using the benchmark information, determined via the
    indicates textmissing or illegiblewhen filed    techniques described above, a scale can be developed , used ,
    and displayed at 305 , 310 , and 315 based on data internal to
    an organization itself (e.g., not requiring external data to
(Dixon et al. 1988 , Damgaard and Weiner 2000 ), correcting    make the comparison against ), to identify different levels of
the typographical error in the denominator given in the    software adoption . The scale or distribution may include
original paper (Dixon et al. 1987 ).    multiple ranges of values that each correspond to , for
[0043] The Gini coefficient ranges from a minimum value    example, sub -adequate , adequate, and above-adequate soft
of zero , when all individuals are equal, to a theoretical    ware usage . The scale may be used to evaluate cross
maximum of one in an infinite population in which every    organizational tests , object adoption ( e.g., different features ,
individual except one has a size of zero . It has been shown    functionality , options, etc., provided by the software), and
that the sample Gini coefficients defined above need to be    group metrics ( e.g., adoption by different groups within
multiplied by n /( n - 1) in order to become unbiased estima    organization analyzing software adoption ). Each individual
 tors for the population coefficients .    item ( row ) may be evaluated separately, with a score illus
[0044 ] The Gini coefficient for the Pareto distribution is    trated in scale or chart 305 , 310 , 315 , at 320. As illustrated ,
then calculated for ( for axl)    Frequency Rate (FR ) indicates the distribution of activities
    throughout the working days in a given month . A FR = 0
    means all activities by a user are done on a single day in that
    month . A FR = 100 means activities are evenly distributed
    G =1--(['unyar)=    2a – 1    through the month . The described system may calculate
    Frequency Rates for groups or objects, as well as for the
    whole organization . A Pareto distribution ,where 20 % of the
( see Aaberge 2005) . According to the above formula , 80/20    users do 80 % of the activities, produces FR = 40 . Collabo
corresponds to 0.6 , so (1 -GC )* 100 )= 40 , and 70/30 corre    ration Rate (CR ) indicates the distribution of activities
sponds to 0.4 so ( 1 -GC ) * 100 = 60 ).    among the users of a given group . A CR = 0 means all
    activities in a group are done by a single user, a CR = 100
Benchmarking Software Application User Adoption    means activities are evenly distributed among all the users in
[0045 ] A lack of measurement leads to a lack ofmanage    a group . A Pareto distribution , where 20 % of the users do
ment. One cannot manage what one is not measuring .    80 % of the activities , produces CR = 40
According to the described systems and methods, a report    [0048 ] FIGS. 4A -4C illustrate an expanded view of group
that collates indexes for all aspects of usage can be generated    adoption and usage information , as illustrated in FIG . 3B ,
in one document or view , screen , etc., to enable easily    via graphical user interface 400 (which includes displays or
identification of problem areas. FIGS . 2A , 2B , 3A , 3B , 4A ,    screens 400a , 400b , and 400c ). As illustrated in interface
4B , and 4C illustrate example reports generated by an    400 , login and usage information may be readily displayed

US 2019/0354912 A1    Nov. 21, 2019

month by month , in a way the effectively enables compari    terns that are at odds with good adoption . The described
son of the data to identify trends or patterns .    techniques may be used to find unusual and extreme behav
[0049 ] The above interfaces help to illustrate the useful    iors that are recurrent across all verticals . “ Good” behaviors
ness of benchmarking software usage and adoption in an    may be taught and become best practices while “bad ”
organization according to the described techniques. The    behaviors are contained or eliminated . In some cases , usage
 graphical user interfaces/reports described above are only    data may be continuously crowdsourced from each organi
given by way of example . Other arrangements of certain    zation's activities in fine detail . Al or machine learning may
data , and other graphical elements employed to convey the    be applied to activities measured on objects by users pro
information , for example , are contemplated herein .    ducing behavioral patterns. In some cases , all users for all
[0050 ] The described systems and methods are founded on    activity using all objects may be compiled . Behaviors may
an innovative recognition that this particular combination of    then be detected using neural network classifiers. User
relationships (the Gini coefficient and the Pareto principle )    attributes (e.g. profile, manager, role ) can be used to con
produces a general purpose result, for all usage/activity /    textualize behaviors and produce actionable outputs .
other power law metrics in complex systems (not just    [0055 ] FIG . 5 illustrates an example process 500 for
software adoption, but any such power law style measure    analyzing software usage of a group of users to determine
ment).    one or more practices for improvement, either on a group
Using Benchmarking to Optimize Software Usage and    level or individual level. In some cases , one or more
Increase Performance
    operations of process 500 may be combined with process
    100 described above . For example , in one aspect, one or
[0051 ] In some aspects , after determining software usage    more of operations 105 , 150, 155 , 160 , 165 , 170 , and/ or 175
as compared to the determined benchmark or benchmarks,    may be preplaced or combined with one or more operations
the analysis can be taken one step further . For example ,    505-530 of process 500 to yield one process. As described
usage may then be compared among users of the group to    below , any reference to process 500 also refers to any
analyze behaviors, to ultimately effect positive change in    combination or process 100 and 500 , or process 100 alone.
practice and procedure of an organization . In one example,    [0056 ] Process 500 may begin at operation 505 , where
the usage of a certain individual or group in a particular role    usage information for a given software program may be
may be dissected and analyzed . The usage may then be    obtained , for example by and within an organization . Net,
correlated with some performance metric or metrics (e.g.,    one or more benchmarks may be determined at operation
customer satisfaction , resolution of tickets , etc.). This infor    510. In some cases, login information may first be obtained ,
mation can then be provided to inform decisions concerning    and users divided in active and inactive users ( e.g., see
changing practices of the group , asking specific users to    operation 110 of process 100 ), in order to focus the results
change their respective practices, etc.    of process 500. At operation 515 , the benchmark data may
[ 0052 ] The difference in adoption reflects , and often points    be compared to actual usage data . In some cases, perfor
to , differences in behavior. For instance , it is possible to    mance information of the group may be obtained at opera
differentiate between two users in the same micro -group    tion 520. Performance data may include sales closed by an
( e.g. they are supposed to behave similarly ) according to    associate , call request completion by a call center represen
their frequency of usage of a certain functionality, such as    tative, and so on , for a group of users. Next, the performance
the number of case openings, or the number of updates to a    information may be correlated with the usage data , at
certain customer case . This has a direct effect on the effi    operation 525. Operation 525 may include correlating cer
ciency of each of the agents for each specific case handled ,    tain software usage patterns with adequate or satisfactory
but over time also provides interesting trends relative to the    performance data , sub -adequate , or even excellent perfor
capabilities of each individual to yield behavior patterns.    mance data . In some aspects , correlating may be performed
[0053] This information , specifically because it can be    via Al,machine learning , neural networks, or a combination
generated internally, without access to information from or    thereof. Next, at operation 530 , a scale or range of software
concerning other organizations, provides valuable informa    usage may be determined or generated based on the one or
tion and insight into improving practices and performance of    more benchmarks and the correlated performance data . The
users of specific software applications, increasing efficiency,    scale may indicate different levels or categories ofusage , for
profits in business, etc.    example , normal or satisfactory, sub -satisfactory , and excel
[0054 ] In some cases, the techniques described herein can    lent or above -satisfactory . Various examples of different
help boost employee productivity and performance by using    information and different ways to splay the information
artificial intelligence (AI) or machine learning , to find best    generated via processes 100 and/or 500 are described below .
practices in an organization for every single activity and    [0057] For example , FIGS . 6A and 6B represent usage
every single group of people . The described techniques can    information , and patterns gained therefrom , relating to lead
provide effective tools for employee self-improvement and    development by sales representatives or reps. In a sales
morale . The described techniques can be used to find hidden    environment, organization , etc., for example , sales rep may
patterns that will increase sales, customer satisfaction and    be expected to enter new leads as they happen . Using
retention and ultimately repeatbusiness wins for companies.    process 500 , reporting information may be analyzed con
 The described techniques can also be used to improve data    cerning how often representative update leads. In an
quality and adoption , and to implement best practices on the    example , it was found that some reps updated their leads
Salesforce platform or other similar platforms. The    only once a month while the rest were updating as they
described techniques can be used to promote excellence and    collected them . By analyzing the frequency of lead collec
accountability in the enterprise , find measurable best prac    tion , it may be determined what is normal for a specific
tices at the micro level, and show /teach every user how to    group of sales reps and what is somehow different from such
reach professional excellence . Some users may show pat    normality. Among such reps there are some that will enter

US 2019/0354912 A1    Nov. 21, 2019

their leads very seldom compared to the group . This is    characteristics by case . This behavior has been found to be
represented in FIG . 6A where each rectangle corresponds to    organization -specific, leaving little or no room for external
a sales rep . The surface of the rectangle is proportional to the    benchmarking , but making the self -reference benchmarking
number of leads in the period under scrutiny (the more the    very valuable .
leads the larger the rectangle ) and the color (shading)    [0061] In some cases, process 500 may be used to predict
represents the frequency (green = very frequent and red = very    certain behavior within an organization ,based on correlation
seldom ), according to the key provided in FIG . 6A . Fre    between performance data and software usage data .
quency is sorted from most frequent to least frequent and    [0062 ] FIGS. 8A -8D illustrate software usage as corre
each rep is assigned a color and a quantity of leads.    lated to attrition in an organization . Process 500 may be
[ 0058 ] FIG . 6B shows why a rep was characterized as    utilized to determine the relationship between usage and
having sub - normal reporting practices. This rep has pro    attrition , as illustrated in FIGS. 8A -8D , and be further used
duced 1,432 leads on one day and only a few leads on a few    to predict when employees of a company will leave. The
days during the month . As a comparison ,his/her colleagues    analysis of software usage among computer educated
are producing a few tens of leads every work day. Software    employees can be used to predict critical behaviors such as
utilizing process 500 may flag reps with such unusual    employees who are planning to leave the company. Users
behavior as they are not reporting on their leads with    who plan to resign usually reduce their efforts while using
sufficient timeliness. In one instance , correcting this behav    such reporting tools as Salesforce . In the example illustrated
 ior was found to improve the lead management process, the    in FIGS. 8A -8D , users who resigned show an 80 % drop in
sales performance of the organization and even customer    Salesforce activity in the last two weeks of employment if
satisfaction . As a result , by determining abnormal behavior    compared to the average of the previous 90 days . This
of software in a certain circumstances, and correlating that    pattern recurs for over 65 % of the users who left.
with , in some cases, external evidence or information ,    [0063 ] By analyzing correlations between software usage
performance of an organization may be improved . In some    and employee actions, such as leaving a job , valuable insight
cases , certain reps may manipulate reports to influence sales    may be gained to address issues before they reach a tipping
quotas. This type of behavior may be correlated with reps    point. This may include salvaging the employee relationship
logging leads at certain (e.g., recurring ) dates, reps having    to prevent him or her from leaving , acting to protect the
long “ silent periods” and short bursts of a high volume of    company's data , etc. In some cases, the indicators of such
activities, or specific periodic behaviors such as right before    action may include a sudden reduction in quantity and
or after the end of a quarter or in anticipation of a manage    quality of logged data in a software application , or a
ment review . In some cases , time and quantity may be    recognizable shaped pattern of usage, as illustrated in FIGS .
specific to an organization , such that individualized data and    8A -8D . In some cases , certain patterns may be false posi
special rules for interpreting that data are most effective .    tives, such as vacation, or company dependent behaviors
 This behavior has been found to be organization -specific ,    that may be normal for that company . In some cases, these
 leaving little or no room for external benchmarking , but    types of behaviors or patterns may be accounted for in
making the self-reference benchmarking very valuable.    assessing correlations and sub -optimal performance or per
[0059 ] In another example, as illustrated in FIGS. 7A and    formance indicative of certain actions. In some cases, spe
7B , process 500 may be utilized in a call center scenario to    cifically contact activities may be shown to increase on an
increase performance, e.g., through increases in efficiency ,    employee's last week ofwork . This information may also be
of call resolutions. Most call center agents can solve cases    used to verify or increase the confidence in a prediction that
assigned to them . Some have a surprisingly high ratio of    an employee is about to leave the company. This behavior
handovers (escalation ) to their colleagues , a bad habit that    has been found to be organization -specific , leaving little or
increases costs to the contact center and reduce customer    no room for external benchmarking , but making the self
satisfaction. In this example , process 500 may be used to    reference benchmarking very valuable.
analyze thehistory of Cases as recorded on Salesforce CRM    [0064 ] Each of the processes, methods and algorithms
and isolate agents with abnormal handover levels. The heat    described in the preceding sectionsmay be embodied in , and
map illustrated in FIG . 7A shows agents' handover ratio    fully or partially automated by, code modules executed by
over a certain period where each rectangle corresponds to an    one or more computers or computer processors . The code
agent. The surface of the rectangle is proportional to the    and results of the processes may be stored on any type of
number of cases handled in the period under scrutiny (the    non -transitory computer- readable medium or computer stor
more the cases the larger the rectangle ) and the color    age device.
(shading ) represents the handover ratio ( green = very low and    [0065 ] The various features and processes described
red = very high ), per the key illustrated in FIG . 7A . Handover    above may be used independently of one another , ormay be
ratio is sorted from higher to lower and each agent is    combined in various ways. All possible combinations and
assigned a color and a quantity of cases as measured by the    subcombinations are intended to fall within the scope of this
system .    disclosure . In addition, certain methods or process blocks
[0060 ] FIG . 7B illustrates why an agent was associated    may be omitted in some implementations. The methods and
with sub- normal call resolution performance . Process 500    processes described herein are also not limited to any
may be used to flag reps with such unusual behavior as they    particular sequence, and the blocks or states relating thereto
are causing longer resolution time and frustration among the    can be performed in other sequences that are appropriate .
call center customers. Correcting this behavior may improve    For example , described blocks or states may be performed
the case management process and the performance of the    in an order other than that specifically disclosed , or multiple
organization. In some cases, assessing different behaviors    blocks or states may be combined in a single block or state.
may include determining behaviors among multiple call    The example blocks or states may be performed in serial, in
center locations, and level ofskill, and analyzing type and /or    parallel or in some other manner. Blocks or states may be

US 2019/0354912 A1    Nov. 21, 2019

added to or removed from the disclosed example embodi    determining at least one benchmark for usage of the
ments . The example systems and components described    software application based on a power law and the at
herein may be configured differently than described . For    least one expected user , wherein the determining is
example, elements may be added to , removed from or    based on the usage data only internal to the organiza
rearranged compared to the disclosed example embodi    tion ;
ments.    comparing the obtained usage data with the at least one
[0066 ] In some aspects, some or all of the systems and/or    benchmark ; and
techniques may be implemented in software , firmware,    outputting results of the comparison .
hardware, or a combination thereof, such as one or more    2. The non -transitory computer-readable medium of claim
application -specific integrated circuits ( ASICs), standard    1 , wherein the software application comprises at least two
integrated circuits, controllers (e.g., by executing appropri    objects;
ate instructions, and including microcontrollers and /or    wherein the instructions for identifying the at least one
embedded controllers ), field - programmable gate arrays ( FP    expected user of the software application further com
GAs), complex programmable logic devices (CPLDs ), etc.    prise identifying the at least one expected user of the
Some or all of the systems and processesmay also be stored    software application for each of the at least two objects;
( e.g., as software instructions or structured data ) on a    wherein the instruction for determining the at least one
computer-readable medium , such as a hard disk , a memory,    benchmark , further comprise determining the at least
a network or a portable device . The described techniques    one benchmark for each of the at least two objects ; and
may be practiced using various computer hardware and    wherein comparing the obtained usage data with the at
configurations .    least one benchmark is performed for each of the at
[0067] Conditional language used herein , such as, among    least two objects.
others , “ can ," " could ,” “ might,” “may," “ e.g." and the like ,    3. The non -transitory computer-readable medium ofclaim
unless specifically stated otherwise, or otherwise understood    1, wherein the instructions, when executed by at least one
within the context as used , is generally intended to convey    processing device, enables the at least one processing device
that certain embodiments include , while other embodiments    to perform the operations of:
do not include, certain features , elements , and /or steps .    obtaining login information of users of the software
Thus, such conditional language is not generally intended to    application ; and wherein the instructions for identify
imply that features, elements and /or steps are in any way    ing the at least one expected user of the software
required for one or more embodiments or that one or more    application further comprise instructions for identify
embodiments necessarily include logic for deciding , with or    ing only users that have logged into the software
without author input or prompting , whether these features ,    application based on the obtained login information .
elements and /or steps are included or are to be performed in    4. The non -transitory computer-readable medium of claim
any particular embodiment. The terms “ comprising,"    1 , wherein the instructions, when executed by at least one
“ including,” “ having” and the like are synonymous and are    processing device , enables the at least one processing device
used inclusively, in an open - ended fashion, and do not    to perform the operations of:
exclude additional elements, features , acts , operations and
so forth . Also , the term “ or ” is used in its inclusive sense    obtaining performance information of users of the soft
(and not in its exclusive sense ) so that when used , for    ware application ;
example , to connect a list of elements, the term “or” means    correlating the usage data with the performance informa
one, some or all of the elements in the list .    tion ; and
[0068 ] While certain example embodiments have been    outputting the results of the correlation .
described , these embodiments have been presented by way    5. The non - transitory computer-readable medium of claim
of example only and are not intended to limit the scope of    4 , wherein the instructions, when executed by at least one
this disclosure. Thus, nothing in the foregoing description is    processing device, enables the at least one processing device
intended to imply that any particular feature , characteristic ,    to perform the operations of:
step ,module or block is necessary or indispensable . Indeed ,    determining a scale of usage based on the at least one
the novel methods and systems described herein may be    benchmark and the results of the correlating the usage
embodied in a variety of other forms; furthermore , various    data with the performance information ; wherein out
omissions, substitutions and changes in the form of the    putting the results of the correlating further comprises
methods and systems described herein may be made without    outputting the results of the correlating relative to the
departing from the spirit of the inventions disclosed herein .    scale .
 The accompanying claims and their equivalents are intended    6. A non -transitory computer -readable medium on which
to cover such forms ormodifications as would fall within the    are stored instructions that, when executed by at least one
 scope of this disclosure .    processing device , enables the at least one processing device
   What is claimed is :    to perform the operations of:
   1. A non -transitory computer-readable medium on which    collecting customer usage data ;
are stored instructions that, when executed by at least one    fitting the customer usage data over a distribution;
processing device , enables the at least one processing device    comparing the customer usage data against the distribu
to perform the operations of:    tion ; and
   obtaining  usage data of a software application of an
    organization ;
    determining , based on the data , at least one business value
    from the comparison.
   identifying at least one expected user of the software    7. The non -transitory computer-readable medium ofclaim
    application ;    6 , wherein the distribution comprises a Pareto distribution .

US 2019/0354912 A1    Nov. 21, 2019

  8. A non -transitory computer-readable medium on which
are stored instructions that, when executed by at least one
processing device, enables the at least one processing device
to perform the operations of:
   collecting customer activity data ;
  creating a distribution ;
  modifying the distribution based on one or more assump
    tions based on the customer activity data ;
   fitting the modified distribution to the customer activity
    data ; and
  determining, based on the fitted distribution , at least one
    business value .
   9. At least one computer-readable medium on which are
stored instructions that, when executed by at least one
processing device , enables the at least one processing device
to perform the operations of:
   collecting data characterizing usage of a plurality of
    software applications hosted on a network by users of
    a set of at least one client device ;
  storing the collected data , wherein the collected data
    forms a collected data distribution ;
  comparing the collected data distribution with an assumed
    distribution ;
  determining, based on the comparison , at least one busi
    ness value for at least one of the plurality of software
    applications.
   10. The non -transitory computer -readable medium of
claim 9, wherein the determining is based upon utilizing an
index of 1 - Gini Coefficient .
