Match-based employment system and method

[0001] The present invention relates to a match-based employment system and method. More specifically, the present invention relates to an employment system in which job seekers and potential employers are matched without the use of traditional resumes.

[0002] An employment system is any electronic system which facilitates those looking for a position (i.e., employment seekers, or job seekers) in finding a position and/or which facilitates those seeking to fill a position (i.e., employee seekers, or employers) in finding someone to fill the position. Typical employment systems enable employers to post available positions, and further enable job seekers to search available positions for positions that meet some search criteria. Some employment systems enable job seekers to post a resume, and further enable employers to search for resumes that contain certain keywords. However, traditional employment systems are inefficient for many reasons.

[0003] Employers have difficulty finding desirable candidates for positions by searching resumes on an employment site because information is not necessarily presented in a uniform manner for each resume. Typically, an employer enters one or more keywords and the database of job seeker resumes are searched to determine which resumes contain the keywords. Similarly, job seekers enter keywords upon which the database of available jobs are searched. Thus, if an ideal job seeker leaves pertinent information (e.g., language experience, a certification, security clearance level, etc.) out of a resume or even puts the information into the resume without using the keywords searched upon (e.g., using synonyms or containing a typo), the employer may never find the ideal job seeker's resume. Boolean searches (searches using keywords and/or strings that can be resolved to truth values in addition to Boolean operators such as AND, OR and NOT) may provide improved search results, but still suffers from the same problem. Further, a keyword and/or Boolean search may generate many false-positive results because the keyword is present in a resume but not in the correct context. Such false-positive results waste the potential employer's time.

[0004] Further, if a potential employer finds a resume that appears ideal, the first indication the employer may receive that information in the resume is inaccurate is when the employer contacts or interviews the job seeker, or even after the job seeker is hired. By the time the potential employer discovers the inaccuracy, considerable time and effort has been wasted.

[0005] In employment systems in which potential employers post available positions, potential employers are often inundated with resumes from unqualified job seekers. Some job seekers submit their resume to any position they find desirable, regardless of whether they meet any specified required qualifications on the hope that they will either be the most qualified applicant or that they will be qualified enough to get an interview and perhaps gain employment as a result.

[0006] Because unqualified job seekers submit their resumes, potential employers must sift through the submitted resumes to find the qualified applicants, which is an inefficient use of their time. Further, if the ratio of resumes from qualified applications to resumes from unqualified applicants becomes small, the potential employer may disregard all resumes from the employment system and discontinue further use of the employment system.

[0007] Another inefficiency of many employment systems is that they do not offer guidance to both job seekers and potential employers on improving their use of the employment system. As a result, an employer may be unaware that a much broader pool of qualified job seekers may be available if some conditions of the position were altered. Similarly, a job seeker may be unaware that a broader pool of positions may be available if they alter the conditions of their job search.

[0008] In one embodiment of the present invention, a match-based employment system and method of operation are provided. The match-based employment system collects a plurality of employer seeker and employee seeker profiles, bi-directionally matches the employer seeker and said employee seeker profiles and displays at least a portion of the results to an employer seeker or an employee seeker. The match-based employment system can also order the bi-directional matching results based on a bi-directional match score and display the bi-directional matching results according to the ordering. The match-based employment system can also perform the matching such that approximately 70% of a matching score depends upon the quality of the match between employee seeker desires and employment seeker attributes and approximately 30% of the matching score depends upon the quality of the match between employment seeker desires and employee seeker attributes.

[0009] In another embodiment, an employment system is provided. The employment system enables a user to specify a first comparison condition and determines a first group from a plurality of entities, wherein the first group satisfies the first comparison condition. The employment system also determines a second comparison condition, wherein the second comparison condition is the result of modifying a comparison condition field of the first comparison condition and determines a second group of entities, wherein the second group satisfies the second comparison condition, wherein at least one member of the second group is not also in the first group. Further, the employment system displays information about the first and second groups at least partly concurrently.

[0010] Additional features and advantages of the present invention are described in, and will be apparent from, the following Detailed Description of the Invention and the figures.

[0029] Match-Based Employment System Overview

[0030] Referring now to FIGS. 1-18, in one embodiment of the present invention, a match-based employment system is provided. FIG. 1 shows a preferred process for matching employment seekers with positions. Preferably, at step 100, an employment seeker (i.e., a system user searching for a full or part time job, independent contractor position, volunteer position, etc.) enters relevant qualifications information (e.g., skills, experience, education, etc.) by entering one or more attribute units; however relevant qualifications information can be entered into fields in any suitable manner. Similarly, at step 105, the employment seeker preferably enters attributes that the employment seeker desires in a potential position. It should be noted that steps 100 and 105 can be performed in any order, including simultaneously.

[0031] At step 110, an employee seeker (i.e., a system user searching for an employment seeker to fill a job/position) enters relevant information about itself and a position as well as attributes the employee seeker desires in a good match for the position. Then, at step 115, a matching system compares the attributes desired by the employment seeker with the open positions on the system to generate a match level for each position for the employment seeker.

[0032] Next, at step 120, the match results are presented to the employment seeker. Preferably, only positions with a match level that satisfies a threshold condition are presented to the employment seeker. Alternatively, a specified number of positions are presented to the employment seeker at one time, ranked by match level and with the highest ranking positions being presented first. It should be noted that matching results can be presented to the employment seeker in any suitable manner.

[0033] At step 125, the matching system also compares the attributes desired by the employee seeker with attributes of the employment seekers on the system to generate a match level for each employment seeker for the position. Preferably, the comparison of steps 115 and 125 are performed simultaneously and return the same value to both the employment seeker and the employee seeker for a pairing of employment seeker and job opening (i.e., two-way matching); however, the comparisons can be performed in any suitable order and the results from one comparison can be used to modify the results of the other comparison.

[0034] Then, at step 130, the match results are presented to the employee seeker. Preferably, only employment seekers with a match level that satisfies a threshold condition are presented to the employee seeker. Alternatively, a specified number of employment seekers are presented to the employee seeker at one time, ranked by match level and with the highest ranking employment seekers being presented first. It should be noted that matching results can be presented to the employee seeker in any suitable manner.

[0035] FIG. 2 shows a preferred process for an employment seeker to seek to fill a position; however other suitable processes can be followed. Instead of submitting a resume when interested in a position as is common in traditional employment systems, employment seekers can indicate their interest in positions presented to them. After matching results are presented to an employment seeker, at step 200, an employment seeker indicates his or her interest in one or more of the positions that are presented to the employment seeker (e.g., the match results of step 120. At step 205, it is determined whether the employment seeker is displayed to the employer seeker for the indicated position. Preferably, the employment seeker is displayed to the employee seeker if the employment seeker is one of the top matches for a position and the match is strong enough to satisfy the threshold condition; however the employment seeker can be displayed to the employee seeker under any other suitable conditions. Similarly, the employment seeker is preferably not displayed to the employee seeker if the employment seeker is not one of the top matches, the match is not strong enough to satisfy a threshold condition, or any other suitable reason for the employment seeker to not be displayed.

[0036] If the employment seeker is displayed, at step 210, the employment seeker's interest is also displayed to the employee seeker. Then, the employee seeker determines whether it is interested in the employment seeker at step 215. It should be noted that the employment seeker's interest is not necessarily displayed to the employee seeker before step 215 or at any other time. If the employee seeker is interested in the employment seeker, preferably the employee seeker initiates contact with the employment seeker at step 220; however any suitable process for initiating contact (e.g., the employee seeker indicating interest, paying a fee and then being put into contact with the employment seeker or any other suitable process) can be followed. If the employee seeker is not interested in the employment system, preferably, at step 225, the employee seeker indicates its disinterest and the employment seeker is notified; however, it is not necessary for the employee seeker to indicate disinterest or for the employment seeker to be notified. The employee seeker can remove an employment seeker from its display, ignore the employment seeker, fill the position without reviewing the employment seeker, or take any other suitable action. Further, the employment seeker may be notified that a position is filled, notified when an amount of time following his or her indication of interest has passed, notified of changes in the position, provided with no notice at all, or provided any other suitable notice.

[0037] If the employment seeker is not displayed to the employer seeker, at step 230, the employee seeker remains unaware of the employment seeker's interest. Thus, unqualified employment seekers (e.g., those whose match scores rank low and/or do not match strongly enough to satisfy a threshold condition) are not displayed to employee seekers, and the employee seeker's time and effort is not spent weeding out interested, but unqualified, employment seekers.

[0038] Preferably, changes to an employment seeker's attributes and/or a position are not tracked; however, such changes can be tracked, if desired. In an example embodiment, changes to an employment seeker's attributes are recorded, and when an employment seeker is displayed to an employee seeker for a position, the employee seeker is also able to view changes the employment seeker made to his or her attributes. Since an employment seeker can be tempted to exaggerate attributes when few employee seekers are interested, the tracked changes can provide employee seekers with an indication that some attributes may be inaccurate or exaggerated. Similarly, in another example embodiment, changes to a position are recorded and presented to an employment seeker when the employment seeker views the position.

[0039] Preferably, the recency of attributes (e.g., work or skill experience) is taken into consideration during matching without the need for an employee seeker or employment seeker to specify a desired recency value; however, the recency of attributes can be taken into consideration during matching or excluded from consideration in any suitable manner. In one embodiment, matching calculations automatically account for recency by weighing more recent attributes differently than older attributes. For example, a year's experience of C++ programming may be weighted 100% if it was during the past year, 90% if it was a year old, 80% if two years old, 70% if three years old, and so on. The relationship between the weight of an attribute and the attribute's recency can be expressed by any suitable function and preferably will not result in any recency value being associated with a negative weight (e.g., in the progression described above, anything over nine years old would still be weighted 10% or 0% or any other suitable non-negative percentage); however the relationship between recency and weight can be any suitable continuous or discontinuous function.

[0040] FIG. 3 shows a preferred process for factoring attribute recency when matching in an employment system; however, any suitable process can be used. At step 300, employment seekers enter their attributes into the system. The attributes are associated with one or more fixed times or time periods. For example, some employment seeker may have experience programming in Perl from June of 1997 to December of 2003 and from November of 2004 to January of 2005. At step 305, an employee seeker enters a desired value or amount associated with a particular attribute for an open position. For example, the employee seeker can specify that 5 years of experience programming in Perl is desired for a Senior Perl Programmer position. It should be noted that steps 300 and 305 can occur in any order or simultaneously and can be repeated.

[0041] At step 310, the desired value associated with a particular attribute is modified to account for recency. Preferably, the resulting modified value is equal to the value derived by adjusting the attributes of a hypothetical employment seeker who has the desired amount of that attribute continuously up to the current date for recency; however, any suitable modification can be made. For example, a hypothetical employment seeker who has programmed Perl for the most recent five years would have the most recent year counted as 1 year of experience, the year before that as 0.9 years of experience, and 0.8, 0.7 and 0.6 years of experience for the three years before that, respectively. Thus, the total recency-adjusted value of the hypothetical employment seeker's Perl programming experience is 1+0.9+0.8+0.7+0.6, or 4.0 years of Perl programming experience. As a result, when the employee seeker's desire for 5 years of Perl programming experience is modified to account for recency, it becomes 4 years of Perl programming experience.

[0042] At step 315, the attribute values entered in step 300 are adjusted for recency. For example, in the case of the employment seeker discussed above who had experience programming in Perl from June of 1997 to December of 2003 and from November of 2004 to January of 2005, assuming it is now March of 2005, the November 2004 to January 2005 experience counts as 0.25 years. The March 2003 to December 2003 experience counts as 0.675 years (i.e., 90% of 0.75 years). Similarly, March 2002 to February 2003 counts as 0.8 years, March 2001 to February 2002 counts as 0.7 years, March 2000 to February 2001 counts as 0.6 years, March of 1999 to February 2000 counts as 0.5 years, March 1998 to February 1999 counts as 0.4 years and June 1997 to February 1998 counts as 0.225 years (i.e., 30% of 0.75 years). As a result, the employment seeker has 0.25+0.675+0.8+0.7+0.6+0.5+0.4+0.225=4.15 years of recency-adjusted Perl programming experience.

[0043] At step 320, the recency-adjusted desired attribute values for employee seekers are matched with the recency-adjusted attribute values of employment seekers. Continuing the examples above, the employee seeker's recency-adjusted desired Perl programming experience value of four years would be satisfied by the employment seeker's recency-adjusted Perl programming experience of 4.15 years. However, the effect of recency becomes clearer when observing that had the employment seeker not programmed in Perl from November 2004 to January 2005, the employment seeker's Perl programming experience would not be sufficient to satisfy the employee seeker's experience desires even though the employment seeker had over five years of Perl programming experience earlier in his or her career. The recency adjustments of the above examples are for illustrative purposes, and it should be noted that any other suitable adjustments can be made.

[0044] Preferably, an employee seeker and/or employment seeker does not need to specify any recency value or calculation and recency is automatically factored into matches; however, in various embodiments an employee seeker and/or employment seeker can specify a recency value or calculation or manually cause recency to be factored into matches in any suitable manner, or recency can not be factored into matches. In one embodiment, an employee seeker can specify a desired attribute and a desired recency for the attribute. For example, an employee seeker may specify that a good candidate for a position will have at least three years of C++ experience within the last 7 years. Similarly, in another embodiment, an employment seeker may specify a recency condition for a desired position. For example, an employment seeker may desire that the position be with a relatively new company and could specify that the company be one that started within the past three years. Alternatively, the employment seeker may desire a company with a mature casual dress code and could require that the initiation of the casual dress code be no more recent than the last 5 years.

[0045] Preferably, the match-based employment system does not make individually determined recommendations for changes to employee seeker, position and/or employment seeker attributes; however, an alternative match-based employment system can provide individually determined change recommendations to employee seeker, position and/or employment seeker attributes or any other suitable user-controlled data. For example, the alternative match-based employment system can periodically and/or occasionally prompt a seeker to provide additional and/or alternative information, thus improving the seeker's use of the system. Specifically, for an employee seeker that has failed to provide dress code information for a position and is offering $50,000 in compensation, the match-based employment system can prompt the employee seeker to enter dress code information to potentially improve match scores. The alternative match-based employment system can also determine that employment seekers (who possess the attributes desired by the employee seeker) specify an average desired compensation of $100,000 and/or that employment seekers with the specified skills have accepted positions offering an average of $80,000 in desired compensation. The information is provided to the employee seeker, and the employee seeker is given the opportunity to alter his or her match profile for the position.

[0046] Similarly, for an employment seeker who has entered several programming-related skills, but not some others that the system has determined are frequently associated with one or more of the entered skills and who is seeking $80,000 in compensation, the alternative match-based employment system can prompt the employment seeker to provide the missing associated skills to potentially improve match scores. The alternative match-based employment system can also determine that recently filled positions that possess the attributes desired by the employment seeker had a compensation level of only $65,000. The information is provided to the employment seeker, and the employment seeker is given the opportunity to alter his or her match profile.

[0047] Preferably, the match-based employment system supplies feedback to users to provide them with information on how their matching results would change if they changed their own attributes and/or their desired attributes; however, the match-based employment system can provide other suitable kinds of feedback or no feedback at all. FIG. 4 shows a preferred process of providing feedback to system users; however, feedback can be provided by any other suitable process. The system alters one or more attributes of the matching profile for a user and generates alternative matching results for the altered profile. At step 400, the system determines the attributes that will be altered. It is preferred that the system determine the attributes to be altered at one time; however, the system can determine the attributes individually and at any suitable time during the feedback process or in any other suitable manner.

[0048] At step 405, the system selects an attribute that has not yet been altered. At step 410, the attribute is altered. The attribute can be altered by adding or subtracting a value, multiplying or dividing by a value, applying a function, selecting fixed points on a scale of possible values for that attribute, entirely or partly randomly or pseudo-randomly, or in any other suitable manner. At step 415, the matching profile with the altered attribute is matched by the system. At step 420, an indicator of the quantity and/or quality of the matching results for the altered profile is recorded. Preferably, the indicator is the number of results that have a matching value greater than a threshold value; however, the indicator can be any suitable indication of match result quantity and/or quality.

[0049] At step 425, it is determined whether the selected attribute is to be altered and matched again. If the selected attribute is to be altered and matched again, the process repeats at step 410. If not, at step 430, it is determined whether another attribute is to be altered and matched. If another attribute is to be altered and matched, the process repeats at step 405. If not, at step 435, the recorded indicators are displayed to the user.

[0050] FIGS. 5 and 6 show preferred display configurations of feedback provided by the process of FIG. 4; however, the feedback can be displayed in any suitable configuration. The displays are based on a hypothetical employment seeker who, in addition to having other attributes, desires a casual work environment within twenty miles of his home that pays $100,000 a year. Based upon those attributes, the system in the hypothetical example generates five results that satisfy a threshold matching level. The system then generates an alternative matching profile in which all attributes are the same except that the work environment is casual only on Fridays. That alternative matching profile results in ten matches that satisfy the threshold. Similarly, a matching for which the desired distance is five miles yields one match, and when the desired distance is forty miles, the system yields thirty matches. Further, a desired compensation level of $75,000 yields fifteen matches, and a desired compensation level of $150,000 yields zero matches. As shown in FIGS. 5 and 6, Each of these alternative matching profile results are presented to the employment seeker by displaying the attribute alteration (i.e., the difference between the matching profile entered by the employment seeker and the alternative matching profile) and the number of matches the alternative matching profile would generate.

[0051] In FIG. 5, the user entered a matching profile and two alternative matching profiles generated by altering the same attribute are displayed co-linearly, and a separate, non-intersecting line is displayed for each altered attribute. Thus, line 500 displays the results of modifying the work attire attribute, line 502 displays the results of modifying the distance attribute and line 504 displays the results of modifying the desired contribution level attribute. The indication of results for the unaltered matching profile 506 is displayed on line 500, line 502 and line 504. Similarly, indications of results for altered matching profiles 508 are also displayed on line 500, line 502 and line 504.

[0052] As shown in FIG. 6, when multiple attributes are modified to produce multiple alternative matching profiles, alternative matching profiles based upon the same attribute being modified can be displayed co-linearly, such that the user entered matching profile is a common intersection point for the different co-linearly displayed matching profiles. Thus, line 500, line 502 and line 504 are arranged such that they intersect at the results indication for the unaltered matching profile 506, creating a star or asterisk shaped display. The display of FIG. 6 can have the advantage over the display of FIG. 5 of being more compact; however, the display of FIG. 5 may be easier to read when a large number of attributes are altered. It should be noted that feedback can also be displayed using a combination of the displays of FIGS. 5 and 6 or any other suitable display configuration.

[0053] In one alternative embodiment, human resources information is determined or mined from the employment system's activity and/or a database of transactions or other suitable data based on the employment system's activity (e.g., positions being filled by employment seekers, position and employment seeker match profiles, etc.) and made available to the employment system's users. For example, system users can determine which employee seekers, or which type of employee seekers (e.g., web-based programming consultant firms, Fortune 500 companies, Pharmaceutical companies, political consultants, etc.), are hiring, which regions (e.g., Southern States, Chicago-area, Alaska, etc.) or fields (e.g., JAVA programming, truck driving, security, toxic mold litigation, etc.) are hiring, what compensation rates are being offered, the common attributes of employment seekers that are being hired (e.g., education level, certificates held, age, experience level, desired compensation level, etc.), the common attributes of employee seekers and/or positions that are generating interest (e.g., benefits, work environment, compensation level, type of work, etc.), the compensation level being sought by employment seekers with particular skills, or any other suitable information. System users can use the human resources information when generating their own matching profiles, when deciding whether to modify their matching profile, when just investigating the marketplace, or for any other suitable reason. Users can mine or query the human resources information by constructing custom database queries (e.g., an SQL query), using standard, system-provided queries, using query wizards or in any other suitable manner. If desired, the queries can be read-only; thus, preventing a user from altering the information stored in the database.

[0054] Preferably, matching is performed by a matching engine on one or more servers; however, matching can be performed by any suitable custom matching engine, suitable commercially available matching engine, or by any other suitable mechanism. As shown in FIG. 7, a matching engine compares matching profiles, attribute/field by attribute/field to determine a matching value for the profiles. Each attribute or field of a profile is compared with a corresponding attribute or field in another to determine how well the two match. Using compensation level as an example, the compensation level specified by an employment seeker could be $100,000 while the compensation level specified by the position is $50,000. When comparing the two, the match engine can assign a value of 0 to indicate it is not an exact match (returning 1 only when the values match exactly or within some threshold error). Alternatively, the matching engine can not assign values in an all-or-nothing manner and assign a value of 0.5 to indicate that the offered compensation is only half of the desired compensation. Similarly, if the position offered $135,000, the matching engine can assign a value of 1 to indicate the offer meets or exceeds the desire, 1.35 to indicate by how much the offer exceeds the desire, or any other suitable value assignment.

[0055] The determination process can be the same for each attribute pair; however the determination process can also vary from one pair of attributes to another pair. For example, the matching engine may assign values in an all-or-nothing manner for work attire preferences, but assign values in a percentage satisfaction manner for salary and distance from a location. In the matching process shown in FIG. 7, the matching engine is supplied with not just attribute values, but also information on how to perform comparisons. At step 700, a list of attributes from two profiles are provided to the engine along with information on how to perform individual attribute comparisons. It should be noted that the information on how to perform individual attribute comparisons could alternatively be programmed into the engine, provided at a different time than profile information, or provided in any other suitable manner. At step 705, each attribute from the first profile is compared with its corresponding attribute in the second profile and the comparison produces a value in accordance with the information on how to perform that particular individual attribute comparison. Preferably, if an attribute is not provided, the comparison produces a value of zero; however, the matching engine can produce any suitable value.

[0056] At step 710, each value is weighted. Preferably, each attribute is associated with a weight value that is multiplied by the value generated in step 705; however, weighting can be accomplished by any other suitable weighting process or formula. At step 715, the weighted values are combined to produce a combined value. Preferably, the weighted values are combined by summing all of the weighted values; however, the weighted values can be combined by multiplying the weighted values together or any other suitable process or formula. Preferably, the combined value is scaled to a range of 0 to 100% to produce a match score or value, with 100% being an ideal match on each attribute; however, the combined value can be scaled to any suitable range, including ranges with maxima in excess of 100%. Further, the combined value can be the match score or value without scaling, or any other suitable operation can be performed on the combined value to produce the matching score or value.

[0057] Employment seeker Match Profile Collection and Management

[0058] In one embodiment, an employment seeker match profile comprises an employment seeker background profile and an employment seeker preference profile. Preferably, the match-based employment system enables the collection of background profile information and one preference profile; however, an alternative match-based employment system can enable collection of more than one preference profile, more than one background profile, or any other suitable information. In such an alternative match-based employment system, a template for generating additional profiles can be based upon an existing preference profile.

[0059] Preferably, the match-based employment system enables editing and/or deletion of existing preference profiles and/or background profiles; however, editing or deletion of preference profiles or background profiled can be disallowed, if desired. An audit trail (e.g., which element was changed, old value, date changed) is preferably not generated or stored; however, an audit trail for background data changes or preference data changes can be generated, stored and made available to employee seekers viewing the employment seeker's details. The audit trail can provide an indication to employee seekers when an employment seeker may be exaggerating about his or her background. If desired, no audit trail is maintained when missing data is supplied, under the assumption that such data is less likely to be exaggerated.

[0060] Preferably, the match-based employment system prompts a user to enter a majority or substantially all of the user's information before any matching results are presented to the user; however, an alternative match-based employment system can present initial matching results to a user after the user enters only a subset of the user's information or at any other suitable point in the information gathering process. The alternative system can prompt the user to enter missing criteria throughout the remainder of the user experience.

[0061] Preferably, one or more attributes included in the matching criteria are provided by entering an attribute unit; however, attributes can be provided in any suitable manner. As depicted in FIG. 8, an attribute unit 800 is comprised of a duration 802 and one or more attributes 804 associated with that duration 802. It should be noted that the graphical representation of an attribute unit 800 in FIG. 8 is intended only to illustrate the concept and that attribute unit 800 can be represented virtually using a table, a structure, an array, an object, a class, or any other suitable virtual representation. An attribute associated with a duration may be associated with a portion of the duration (e.g., 10%) or the entire duration.

[0062] Types of attribute unit include, but are not limited to, work units or employment attribute units (e.g., employment skill units and/or employment exposure skill units), educational background units and status units.

[0063] In one embodiment, employment seekers enter their work experience in work units (i.e., blocks of time that represent a particular job or assignment wherein the employment seeker applied a set of skills and held a particular title and had a particular set of responsibilities). For example, an employment seeker who worked as a sales representative for four years at IBM and then worked as a manager at IBM for four more years may enter two work units, one for the sales representative experience and one for the manager position experience. Within each work unit, employment seekers apportion how much of their time at the position represented by the work unit that they spent on each skill therein (i.e., C++ 90%, Java 10%, Internet applications 45%, game platforms 68%, operating systems 5%, PDA applications 15%, etc.).

[0064] A preferred process for entering an attribute unit, in particular a work unit, is shown in FIG. 9; however, an attribute unit can be entered in any suitable manner. At step 900, a time period is entered. The time period is preferably entered by specifying a beginning point (e.g., a specific date, a year and month, etc.) and an ending point (e.g., specific date, year and month, current/present, etc.); however, the time period can be entered in any suitable manner. At step 910, an identifier for the unit is entered. Preferably, the identifier is a combination of an organization (e.g., an employer) and a descriptor (e.g., a job title); however, the identifier can be any suitable identifier for distinguishing the unit from other units. Preferably, an indication of whether the unit involved management activities and, if so, an indication of the quantity, quality or character of the management activities are also entered; however, it is not necessary to enable entry of this information.

[0065] At step 920, a high level skill set is selected. Preferably, the high level skill sets are categorized by industry, wherein the skills in a high level skill set are the skills associated with that industry; however, the high level skill sets can be categorized in any other suitable manner. Preferably, the high level skill sets include one or more skills; however, the high level skill set can also, or instead, include a trait of the unit (e.g., the industry to which the unit relates). Also, when the high level skill sets include one or more skills, those skills are preferably organized hierarchically; however, the skills can be organized in non-hierarchically or in any other suitable manner.

[0066] At step 930, a flavor bucket is selected. Preferably, the flavor bucket is part of the top level of a hierarchy of skills in the high level skill set; however, the flavor bucket could be any suitable set of skills. Also, the flavor bucket is preferably associated with a profession, wherein the skills associated with that profession are included in the flavor bucket; however, the flavor bucket can be associated with any other suitable categorization of skills.

[0067] At step 940, the skills associated with the flavor bucket are displayed. Preferably, the skills are organized hierarchically; however, the skills can be organized non-hierarchically or in any other suitable manner. At step 950, the skills to be associated with the unit are selected. If the skills are organized hierarchically, it is beneficial for the user to enter as specific of skills (i.e., low on the hierarchy) as possible because when matching is performed, if the unit's skill is included in the hierarchy below the desired skill, preferably, the desired skill is met. However, if the unit's skill is above the desired skill in the hierarchy, the desired skill is preferably not met. However, the effect of the hierarchy on matching can follow any suitable protocol.

[0068] Preferably, a user can search for a skill to associate with the unit outside of the high level skill set and/or flavor bucket; however, employment systems can disable searching for skills outside of the high level skill set and/or flavor bucket. Thus, if a user misjudges the hierarchy, he or she can still find the appropriate skill for the unit if it is available.

[0069] At step 960, the user assigns weights to one or more of the selected skills. Preferably, the user has a limited number of points (e.g., 10) to apportion between the skills; however, the weights can be assigned in any other suitable manner. If the user does not apportion any points to a skill, that skill is preferably not considered in the matching calculations, but is still visible to potential matches viewing the user's profile. However, skills that are not apportioned any points can be included in the matching calculations in any suitable manner.

[0070] Preferably, the user can also associate other information (e.g., text) with the unit that is not used in the matching calculations; however, employment systems are not required to enable users to associate such information with the unit.

[0071] A work unit may be independent of any particular position. For example, an employment seeker who worked as a programmer for four years, but who spent two years of that time devoted to one project, one month in an intensive training program, and the remainder of the time working on various different projects may enter one work unit for the two year project, one work unit for the training month, and one or more work units for the remainder of the time.

[0072] Preferably, the recency of an attribute is figured into the match calculation in the manner described above; however, recency can be figured into the match calculation in any suitable manner. For example, a duration can be recorded for a attribute unit (e.g., a work unit) as part of the attribute unit's creation. A duration can be entered indirectly by specifying a beginning and ending date. Alternatively, a duration can be entered directly and may be accompanied by either a beginning or ending date. The recency of a skill can be determined by comparing the time period of an attribute unit with another duration that ends at the present time. For example, an attribute unit having a duration of two years beginning five years ago and ending three years ago would be counted as recent in its entirety if a recency requirement is “within five years.” However, only the most recent one year of the same attribute unit would be counted as recent if the recency requirement is “within four years.”

[0073] Preferably, employment seekers are not able to specify an importance level for their attributes; however, if desired, an employment system can enable employment seekers to specify an importance level for their attributes. Such an importance level can be used when associating employment seekers and employee seekers to enable an employment seeker to emphasis or de-emphasis any of their attributes. Thus, a programmer who has five years of Cobol experience but does not wish to use Cobol in any new position can specify a low importance level to the Cobol experience. As a result, that programmer will match better to open jobs that require some Cobol experience than if the programmer left that experience out of his profile. At the same time, that experience will be de-emphasized so that his match results are not dominated by his Cobol experience. Similarly, an attorney with experience in patent interference matters and who is more interested in positions that involve that area of the law than any other area can specify a high importance level to the patent interference experience.

[0074] Preferably, employment seekers are not able to enter and/or match upon exposure skills (i.e., skills seekers have picked up over time but have not applied seriously in a professional capacity); however, if desired, and employment system can enable employment seekers to enter exposure skills in employment exposure skills units. For matching purposes the duration of an employment exposure skill unit is a time period less than or equal to the smallest granularity for job-related work units. Thus, the weighing of employment exposure skills tend to be small when associating employment seekers and employee seekers. The recency of these exposure skills can vary or can be assigned a fixed value (e.g., now or current).

[0075] Preferably, employment seekers enter their education history in the form of a list of one or more degrees/diplomas received. For each entry, employment seekers can preferably specify the type of diploma, the issuing institution, the date received and/or a description of the educational experience; however, if desired the employment system can enable employment seekers to specify any other suitable information. Preferably, the description of the educational experience is not used to associate employment seekers with employee seekers; however, the educational experience can be part of the matching calculation in any suitable manner. Preferably, the description is displayed to employee seekers who match with the employment seeker. Preferably, educational degrees/diplomas/certificates are ordered, and the highest ordered educational entry for an employment seeker is used as the “highest degree attained” education attribute when associating employment seekers and employee seekers; however, education history information need not be ordered and can be figured into the match calculation in any suitable manner.

[0076] Alternatively, employment seekers can enter their education history using educational background units in a manner similar to entry of employment history in work units. Educational history units can correspond to the duration of a degree program, a semester or quarter of a degree program, individual courses, and/or units of courses. Attributes included in educational background units can include subjects or skills taught, project types, degrees or certificates earned, evaluation of performances, etc.

[0077] Preferably, a brokerage of user background details and preference profile is maintained (e.g., as part of one or more match-based employment systems or as a separate, dedicated system). As employment seekers or employee seekers move from one match-based employment system site to another, it is determined (e.g., via cookie, etc.) whether they have background data and/or matching profiles available in the brokerage. If such data is present in the brokerage, the seeker is able to transfer their information to the new site. Thus, seekers are spared the need to re-enter data. Preferably, the transfer is automatic; however, the transfer could require the user to acknowledge the transfer or be performed in any other suitable manner. Preferably, changes to background data and/or other seeker information on any site is propagated to all sites.

[0078] FIG. 10 shows the process of brokering user profile in accordance with one embodiment of the present invention. At step 1000, a user enters a profile (i.e., background/attribute information and preferences) on a match-based employment system. At step 1010, the user is provided with a means for indicating that he or she has created a profile. Preferably, the means is a cookie that includes information about upon which match-based employment system the profile was created; however, the means can be a user identifier, a match-based employment system identifier or any other suitable means. At step 1020, the user visits a second match-based employment system. At step 1030, the second match-based employment system is provided with an indication that the user created a profile on another match-based employment system. At step 1040, the second match-based employment system retrieves the user's profile.

[0079] Alternatively, match-based employment systems can interact to perform the function of the brokerage without the need for a separate, dedicated brokerage. For example, when a user visits a site for the first time, there may be an indication (e.g., a cookie or input from the user) that the user has a profile at another match-based site. The profile can then be retrieved from that site. Alternatively, after the site collects sufficient identifying information, it can query other match-based sites to determine whether any of them contain a profile for the user. Preferably, both background information (e.g., attribute units) and preference profiles (i.e., attributes of a desired position, employer or employee) are brokered; however, if desired, only one or the other can be brokered.

[0080] Preferably, a seeker is prompted to enter a substantial amount of information before any matching occurs; however, matching can be performed after the seeker enters a minimal amount of data or at any other suitable time. For example, a seeker's (either employment seeker or employee seeker) profile (i.e., background and preferences) can be entered and/or edited iteratively. After matching is performed, the seeker can be prompted to provide additional information or alter existing information in response to various conditions. For example, an employment seeker may not match well with any position displayed to him or her, causing the system to prompt the user to enter missing attributes that might improve the employment seeker's match level for the positions. Alternatively, an employment seeker may match well with a position, but the position is not displayed to the employment seeker because of his or her preferences, causing the system to prompt the employment seeker to augment or modify his or her preferences. Answering iterative data collection questions causes the search/match results to be quickly updated to reflect the new match criteria.

[0081] Preferably, seekers (employee seekers or employment seekers) can specify an importance level only for the preferences that they enter (i.e., what they desire in a match; not their own attributes); however, if desired, an employment system can enable seekers to specify an importance level to any match criteria that they enter. The importance level may default to a some value (e.g., a neutral value), thus making it unnecessary for a seeker to enter the importance level for every match criteria. However, if a seeker wishes to raise or lower the relative importance of any criterion in the match, he or she may do so. Preferably, seekers are able to specify importance levels using five levels of granularity for importance; however, any suitable granularity can be used. For example, the granularity of the importance scale can be limited only by the granularity to which the system can differentiate values.

[0082] Preferably, the importance weighting acts to adjust the relative importance of the criteria. As a result, marking each criteria as having the highest importance will have the same effect on the match scores as marking each criteria as having the lowest importance. However, if desired, the importance weighting can have an absolute effect on the matching scores (i.e., marking all criteria as having the highest importance will have a different effect on the match scores than marking each criteria as having the lowest importance).

[0083] Preferably, an employment seeker is not able to weigh positions by which company is offering the job; however, if desired, an employment system can enable an employment seeker to weigh positions by what company is offering the job. In such a system, if an employment seeker has a strong desire to work for a specific company, that company can be specified as part of the preference information with a high importance weighting. Alternatively, if an employment seeker has a strong desire to not work for a specific company, the company can be specified as part of the preference information with a “not” indication and/or a strongly negative/adverse/anchoring importance level. A hierarchy of company information can be maintained to track which companies are related by being subsidiaries, affiliates, divisions, parents, etc.

Seeker Match Execution and Results

[0084] Preferably, employment seeker can have only one preference profile and employee seekers can have only one preference profile for each position being offered; however, if desired, seekers (employee seekers or employment seekers) can have more than one preference profile (i.e., the set of attributes they are seeking). In such systems, when a seeker who has more than one profile views matches, the system displays the match results for the current profile. However, seekers may view match results for any of their preference profiles. Similarly, when an employee seeker views a matching employment seeker who has multiple preference profiles, the matching employment seeker is only displayed once in the result set (e.g., for the best matching score for that employment seeker's profiles).

[0085] For employment seekers, match results can contain the company name (perhaps being the most prominently displayed element), the position location, position title, the match element contributing the most to the overall score and/or any other suitable information. In embodiments in which the match-based employment system is controlled by or contains only one employee seeker, the results can emphasize an element other than the company name (e.g., department or job title).

[0086] In one embodiment, whenever search/match results are visible on the screen, the match criteria used to produce the results are also displayed; however, the match-based employment systems are not required to enable display of match criteria simultaneously with match results. The match criteria can be arranged to indicate whether they are background or preference profile information. Alternatively, the matching criteria can be arranged to indicate whether they are company or current position profile information.

[0087] Preferably, for each match result displayed, the match-based employment system displays a score that reflects the quality/strength of the bi-directional match between the employment seeker and the position; however, a score reflecting a uni-directional match or any other suitable score can be displayed or the system can display no score, as desired. Preferably, the bi-directional match score is calculated such that how well the employment seeker meets the job's desires accounts for 70% of the score and how well the job meets the employment seeker's desires accounts for 30% of the score; however, the score calculation can use any suitable weighting of uni-directional matches. Preferably, the score is expressed as a percentage; however, the score can be expressed in any suitable manner.

[0088] Preferably, the match score is computed on the basis of all employee seeker criteria, regardless of whether the employment seeker has supplied answers/attributes specified by the employee seeker's preference criteria. Similarly, the match score is preferably computed on the basis of all employment seeker criteria, regardless of whether the employee seeker has supplied answers/attributes specified by the employment seeker's preference criteria. Preferably, such missing elements/attributes are scored as 0; however, the missing elements can be accounted for or left out of the matching calculation in any suitable manner.

[0089] In an alternative embodiment, seekers are able to provide feed back for a matching score. For example, a mechanism (e.g., a link, a button, etc.) is provided in the user interface of the match results listing to enable seekers to indicate that they disagree with the match score for a given listing. If a seeker believes that a match score is out of place (e.g., above or below what the seeker believes is a better candidate, or 100% when the match is not what the seeker envisioned, etc.), then the seeker can enter a dialog with the match-based employment system about the perceived mismatch.

[0090] The seeker is presented with a number of common reasons for the perceived mismatch (e.g., signal strength, in which case the system begins iterative data collection; or importance/recency weighting, in which case the system queries the seeker about which skills/attributes seem out of proportion and then collects appropriate weighting; or inappropriate expectations, in which case the system automatically performs additional matches based on alterations of the current matching criteria and provide information about the results and/or suggestions based on the additional matches to the seeker). In this manner, seekers can be prompted to enter importance/recency weighting when the seeker was not forced to enter it initially and/or without presenting the seeker with a large matrix of settings, etc.

[0091] Further, signal strength can be used in determining the priority of iterative data collection questions. For example, missing criteria/attributes that would likely have the greatest impact on the results (e.g., the match element question whose weight has the biggest potential sway on the match) can be asked first. Weights can be based on the seeker's industry.

[0092] Preferably, the user interface indicates the general quality of the match result set with visual cues; however, the interface is not required to indicate the quality of match results or can indicate the general quality in any suitable manner. For example, results with scores including and over a certain threshold (e.g., 90%) are bolded and/or highlighted, scores including and over another threshold (e.g., 60%) but below the higher threshold are in a normal style, and scores below that are grayed out or otherwise visually deemphasized.

Seeker Match Feedback

[0093] In an alternative embodiment, a visual indication is provided (e.g., on the match results display where the profile summary is displayed) of the completeness (i.e., signal strength) of the profile criteria. A separate indicator can be provided for the background and preference portions of the match profile. Alternatively, a separate indicator can be provided for the company and position portions of the match profile. The indicator indicates to the seeker that the current state of the match profile may be inadequate to provide accurate matches. Thus, poor scores may indicate incomplete data rather than a lack of good matches in the database. The weights used in the signal strength calculation can be based on the seeker's industry.

[0094] As described above and shown in FIGS. 4-6, a seeker is preferably able to view indications of the quality and/or quantity of match results for modifications of the specified match criteria. However, feedback of the quality and/or quantity of match results can be provided in any suitable manner. For example, the match-based employment system can provide a visual indication (e.g., a histogram, etc.) of how much of the candidate pool (i.e., possible matches) falls within reasonable matching bounds (e.g., within the current match profile or within some acceptable error/alterations of the current match profile) given the current match profile data. Thus, a seeker receives an indication of whether the current matching criteria are effectively limiting (i.e., neither too limiting nor insufficiently limiting) the result set.

[0095] Preferably, the match-based employment system queues and delivers messages and alerts to seekers; however, employment systems are not required to deliver such feedback. The messages and alerts are preferably accessible from the initial screen the seeker is provided upon logging into the system (e.g., via a web interface); however, the messages and alerts can be accessible in any suitable manner. Alerts can inform seekers of changes that occurred since the seeker's last login (e.g., new matches available, status of employer/seeker contact attempts, etc.). Further, new incoming alerts delivered to a seeker during a session can be revealed to the seeker no matter what page he or she is currently viewing.

[0096] Preferably, as shown in FIG. 11, when a seeker removes a possible match from the seeker's favorites list, the seeker is prompted to enter a reason for the removal (e.g., need to make space on favorites list, salary demand too high, better candidate appeared, etc.). At step 1100, a seeker places a candidate on his or her favorites list. Preferably, the candidate is notified of being placed on the favorites list; however, the system is not required to notify the candidate of being placed on the favorites list. At step 1110, the seeker removes the candidate from the favorite list. At step 1120, the seeker is prompted to enter a reason for the removal. Preferably, the seeker is presented with a list of standard reasons; however, the seeker can be prompted to enter the reason in free text or in any other suitable manner. At step 1130, the candidate is notified of the removal and provided with the reason.

[0097] Preferably, a periodic (e.g., weekly) e-mail similar communication is sent to seekers, containing a summary of the current information for a given profile (e.g., preference criteria, matches, etc.); however, an employment system is not required to send such a communication. The e-mail preferably contains a link which enables seekers to jump directly to match-based employment system's user interface for the seeker for more details; however the e-mail can contain any suitable information and is not required to contain a link. Preferably, an alert (e.g., an e-mail, an instant message, a phone call, a notice on the user interface login screen for a seeker, etc.) is sent to a seeker when candidates with a match score above a threshold have indicated interest in the seeker (or a position offered by the seeker). Preferably, the threshold is seeker-specified and/or seeker-adjustable; however, the threshold can be a fixed value set by the system or any other suitable value. Further, the default for the match-based employment system can be to not contact the seeker, requiring the seeker to specifically request being alerted before alerts are sent.

[0098] As shown in FIG. 12, a graphical depiction of the strength of components of the match score are preferably displayed when a user views a candidate; however, the graphical depiction can be displayed at any other suitable point or not at all, as desired. Components 1202 are displayed as wedges in a pie chart 1200, with component strength being indicated by both the size of the wedge (i.e., the length of the radius) and a color or pattern. Matching elements can be grouped together into one component (e.g., Skills 1204); however, components can also be individual match criteria (e.g., Salary 1206). The components 1202 can also be displayed textually in a list 1208, and preferably the text for each component appears over the color or pattern corresponding to that component's strength. Also, a legend 1210 is preferably provided to better quantify the strengths being indicated by wedge size and/or color or pattern.

[0099] Preferably, as shown in FIG. 13, seekers can compare candidates by displaying side-by-side information similar to the information displayed in FIG. 12 for two or more candidates. Preferably, information for a maximum of three candidates is displayed at one time; however, information for any suitable number of candidates can be displayed at one time. By presenting the information for the Software Engineer position 1300, the Sr. Software Engineer position 1302 and the Lead Software Engineer position 1304 in this manner, the seeker can quickly perceive differences, if any, between the positions.

Seeker Keeper Management

[0100] Preferably, seekers (both employee seekers and employment seekers) indicate up to a fixed number of matches (e.g., 20) as keepers or favorites, thus, forming a favorites list (or keepers list); however, employment systems are not required to enable seekers to indicate favorites. Preferably, employee seekers have a favorites list for each of the positions posted by the employee seeker. The indicators, or bookmarks, help the seeker to remember the matches for future reference. Further, the seeker may enter and record notes for matches on the favorites list. In one embodiment, if a match is removed from a favorites list, any notes recorded by the seeker are lost.

[0101] If the seeker wishes to bookmark an additional match once the limit on favorites is reached, the seeker must first remove another match (e.g., a less desirable match) from their existing favorites list. Preferably, the favorites limit is configurable by the match-based employment system administrator; however, the favorites limit can be unconfigurable or configurable by any other suitable entity as desired.

[0102] In an alternative embodiment in which seekers can have multiple profiles, employment seekers are preferably limited to only one set of favorites, regardless of their number of profiles, to discourage/disable seekers from creating dummy profiles to get more favorites. Further, all favorites display the match score for each preference profile of the seeker. Thus, a seeker can easily compare a favorite's match score between various preference profiles.

[0103] Preferably, seekers can only indicate interest in matches that are first placed in their favorites list; however, if desired, the system can enable seekers to indicate interest in matches not on their favorites list. Thus, a seeker is limited in the number of matches for which it can show interest at any one time by the maximum number of favorites allowed on the favorites list.

[0104] When a match is removed from the favorites list, the seeker is preferably asked to provide feedback explaining the reason for removing the match (e.g., interest was not returned, space was needed for a better match, etc.) as discussed above. Similarly, if a match is removed from the system (e.g., the employee seeker unposts a position or indicates that job is now filled, the employment seeker accepts another job or ends his or her use of the system, etc.), all seekers who have the match in their favorites list are notified through the alert system. Further, the favorites slot occupied by the match is preferably automatically vacated.

Position Details and Application Process

[0105] Preferably, detailed information for a match is only one click (or enter or other input means) away from the displayed match results; however, detailed information can be any suitable number of clicks away from the displayed match results. For example, when an employment seeker is presented with matching positions, the employment seeker can click on a link for a position to retrieve additional details about the position such as the graphical information described above for FIG. 12.

[0106] Preferably, employee seekers are not e-mailed when an employment seeker indicates interest in a position posted by the employee seeker; however, if desired, employee seekers can be e-mailed when an employment seeker indicates interest in a position posted by the employee seeker. Preferably, the employment seeker shows up flagged as “interested” if they show up (i.e., are displayed) in the employee seeker's search/match results for that position. Thus, the system avoids the inefficiencies associated with sending notices and/or resumes to employee seekers when an employment seeker is interested. The employee seeker is no longer flooded with unqualified or lesser qualified applicant information. Further, wherever keepers are displayed for the employment seeker, keepers to which the seeker has indicated interest can be marked to so indicate.

[0107] Preferably, as shown in FIG. 14, the match-based employment system enables a seeker to enter a mode whereby a match (e.g., an employee seeker for a matching position or a matching employment seeker) must be authorized to view the seeker's contact information; however, employment systems are not required to provide a shy seeker option. At step 1400, a seeker enters a shy seeker mode. At step 1410, matching candidates are not able to view the seeker's contact information without the seeker's permission. At step 1420, a matching candidate requests to view the seeker's contact information. At step 1430, it is determined whether the seeker has indicated interest in the candidate. If the seeker has indicated interest in the candidate, at step 1440, the candidate is provided with the seeker's contact information. If not, at step 1450, the seeker is asked whether he or she grants permission to view the contact information to that candidate. If the seeker grants permission, the process continues at step 1440. If not, at step 1460, the candidate remains unable to view the seeker's contact information.

[0108] As a result, when an employment seeker (it is expected that shy seekers will typically be employment seekers rather than employee seekers) indicates interest in a position, preferably, this also authorizes the employee seeker that posted the position to view the employment seeker's contact information. If an employment seeker has not indicated interest in any open position posted by an employee seeker, that employee seeker must request authorization to view the employment seeker's contact info. The match-based employment system mediates the transaction, and contact information is only released to the employee seeker if the shy employment seeker (i.e., an employee seeker who does not want his identity and/or use of the system to be generally knowable) authorizes it. Thus, employment seekers can use the system with less fear of being discovered by their present employers.

Employee Seeker Match Profile Collection and Management

[0109] Employee seekers are able to create and edit a profile of their company and/or an available position. Preferably, there is only one company profile per employee seeker; however, an employment system can enable a company of have multiple profiles, if desired. The profile can include a breakdown of departments or divisions for which the human resources account (i.e., HR account) entering the profile has hiring oversight, and this information can be used in organizing position profiles.

[0110] Employee seekers are able to create, edit, and delete job match profiles. Each job match profile includes the matching criteria specific for the particular available position. Further, employee seekers can preferably create new job match profiles by duplicating existing profiles.

[0111] Preferably, an employee seeker enters a substantial amount of information before any matches are performed; however, an employment system can perform matches after an employee seeker enters an initial minimal set of information or any other suitable amount of information, if desired. The employee seeker can be iteratively prompted to provide additional and/or modifying information. Answering iterative data collection questions causes search/matching results to be immediately updated to reflect new match criteria.

[0112] Similar to employment seekers, employee seekers can preferably specify an importance level for only their desires and not their attributes; however, if desired the system can enable employee seekers to specify an importance level for any of the match criteria they enter. The importance level can have a default value (e.g., a neutral value), making it unnecessary for an employee seeker to enter an importance level for every match criterion. However, if an employer wishes to raise or lower the relative importance of a criterion in the match, he or she may do so by entering an appropriate importance level.

[0113] As described above, there are preferably five levels of granularity for importance choices available; however, the granularity can be limited only by the ability of the system to differentiate between values or to any suitable granularity. It is preferred that all importance levels have positive values; however, if desired, negative importance levels can be used to indicate the importance of a criterion not being matched. Preferably, certain match elements (e.g., “authorized to work in the US”) may be associated with another level of importance (a deal-killer or anchor importance level), which may or may not be mutually-exclusive with the above mentioned importance level. When the deal-killer criterion importance level is selected the importance weight becomes an anchor which drags anything that fails the match to the bottom of the listings.

[0114] The following example helps differentiate between the importance level and the deal-killer importance level. If an employee seeker assigns a high importance level to “having a top secret security clearance level,” an employment seeker who does not match that criteria (i.e., does not have a top secret security clearance level as one of his or her attributes) does not receive an increase in his or her match score for the position, but also does not receive a decrease. The lack of the criterion is essentially neutral. However, if the employee seeker assigns a high deal-killer importance level, the employment seeker's match score would be decreased. The match score can be decreased by subtracting a value or by multiplying by a factor that is equal to or near zero.

[0115] Preferably, employee seekers are presented with a user interface, similar to the user interface presented to employment seekers, that enables them to easily navigate and select skills required for their job posting; however, any suitable user interface can be presented. Further, employee seekers can preferably specify a duration of experience or attribute required and an importance of that experience to the job; however, in addition, in combination with or alternatively, the employee seeker can specify how recent the attribute (e.g., skill, education, training, experience, etc.) must be and an importance of recency or any other suitable desires or requirements. As discussed above, recency is preferably automatically figured into matches by adjusting both the employment seeker's experience and the employee seeker's desires for recency; however, recency can be figured into matches in any suitable manner.

[0116] Preferably, as shown in FIG. 15, an employee seeker specifies a number of years of experience desired and specific skills selected from the same hierarchy of skills used by the employment seekers to create their profiles. At step 1500, the employee seeker selects a flavor bucket (e.g., a profession) and enters a number of years of desired experience with that flavor bucket. At step 1510, the employee seeker selects one or more skills from the flavor bucket. At step 1520, the employee seeker allocates points among the selected skills. Preferably, the number of points available is equal to the number of years experience desired; however the number of points can be any suitable amount. Optionally, the employee seeker can make a skill mandatory (i.e., the anchor or deal-killer described above).

[0117] In an alternative embodiment, employers can specify skills/attributes as “nice to have” or “exposure a plus” rather than requiring extensive time on the job. For matching purposes, the recency for such attributes is optionally given no importance for the employee seeker's matching profile.

[0118] Preferably, employee seekers can specify a company from which they like to see candidates (e.g., marketing execs from a well-known company with a good marketing program, an innovative competitor, etc.); however, a system is not required to enable employee seekers to specify companies from which they like to see candidates. In an alternate embodiment, a company from which the employee seeker does not want to recruit (e.g., a company that the employee seeker believes trains its employees poorly, a competitor from which the employee seeker has already recruited a large portion of that competitor's employees, etc.) can also be specified. Candidates matching the criterion (i.e., candidates having experience with the specified company) are weighted accordingly and, thus, are differentiated from similar candidates from other companies. In one embodiment, only the most recent work unit is used when matching an employment seeker for former/current employer. In another embodiment, a recency criterion and/or recency importance are also associated with the former/current employer(s) matching criterion or recency is figured into the matching score.

Employer Candidate Details and Contact Process

[0119] Preferably, before employee seekers establish a financial trust relationship with the match-based employment system (e.g., by successfully paying some threshold amount for candidate placements, etc.), they are untrusted and they must pay a nominal fee, credited toward placement fees, for candidate contact information; however, payment can be made in any suitable manner. Trusted employers are preferably not required to pay for contact information, and instead are only charged for the placement fee. Further, private-company-board mode employer accounts (i.e., match-based employment systems having only one employee seeker) are preferably trusted initially.

[0120] Preferably, new employers may join the system in an untrusted mode with a valid credit card; however, the system can include new employers in any suitable manner. Thus, the employer may purchase contact details as they move towards becoming trusted by the match-based employment system.

[0121] Preferably, an employee seeker is able to access detailed candidate information for available candidates (e.g., an employment seeker who matches for a position posted by the employee seeker) within one click/selection of the search/match results list. Candidate details preferably display as much information as possible without revealing contact information for the candidate, and contact information is only available for candidates stored in the favorites list; however, a system can provide contact information for candidates not stored in the favorites list, if desired.

[0122] In one embodiment, the match-based employment system preferably provides the employer with a skill summary view of a candidate. If an employer selects a skill in the skill summary view, a list of instances of that skill for the candidate are displayed (e.g., the experience for that skill for each of the candidate's work units containing that skill are displayed). If an employer selects an instance, the associated work unit in the candidate resume is displayed. Thus, employers may quickly examine exactly how the candidate's attributes arose from the candidate's work experience.

[0123] Preferably, employers can view contact information for a given candidate under consideration from the favorites list either directly or indirectly. Doing so preferably initiates a purchase transaction for untrusted employers. Trusted employers preferably have free access, but the match-based employment system still records that the trusted employer requested contact info so the relationship can be tracked. If the candidate has indicated that he or she does not want his or her identification information (information typically included in contact information) revealed to unauthorized entities, and if the employer is not on the candidate's authorized list, the match-based employment system mediates the contact process as described above or in any other suitable manner. For example, the candidate may be informed of the employer's identity and that the employer desires their contact information. If the candidate approves the release of his or her contact information, the contact information is released to the employer.

[0124] Preferably, the employee seeker is provided an incentive to inform the match-based employment system when a job profile is filled (e.g., the employee seeker has hired one of the matching employment seekers); however, employer systems are not required to offer such an incentive. For example, if an employer informs the match-based employment system of a hire, the system creates an invoice and sends a message to the employee seeker (if they are on the system) and asks them to confirm that they were hired. If both sides confirm, the system rewards the employer by removing the employment seeker's profile from the market (e.g., making the profile inactive and unviewable/unmatchable). The system may also reward the employment seeker by making the position no longer available. Alternatively, the system may provide some financial compensation to the employment seeker.

Hiring Manager Interface

[0125] Preferably, employee seekers have an HR administrator that manages overall policies and account details for a company on the match-based employment system; however, if desired, employee seekers are not required to have a single HR administrator perform those tasks. The HR administrator can also approve transactions (e.g., hiring or viewing contact information for untrusted employee seekers). The HR administrator can also grant rights to hiring managers. Preferably, the hiring managers' authority is more limited than the authority of the HR administrator, and hiring managers manage individual job profiles.

[0126] The HR administrator can alter company/employee seeker settings, approve transactions, create temporary accounts and assign rights to hiring managers. The HR administrator can also create and delete job/position profiles. Additionally, the HR administrator can function as a hiring manager, enabling it to work with individual job profiles and candidates.

[0127] Preferably, a hiring manager is provided a limited user interface and can work only with job profiles assigned to it by the HR administrator; however, if desired, a hiring manager can be provided any suitable interface and responsibilities. A hiring manager can edit profile settings for a position and review candidates. In one embodiment, a hiring manager is not able to delete position profiles, but a hiring manager can perform all candidate/favorites management functions. In one embodiment, a hiring manager can not directly initiate a purchase transaction. For example, if the employee seeker is untrusted, to obtain candidate contact information, a hiring manager can flag the candidates he or she wants to contact and request that the HR administrator perform, or authorize, the purchase.

Human Resource Information Capture and Presentation

[0128] In an alternative embodiment, human resources information is determined from an employment system. The employment system can be a match-based employment system or another type of employment system. Human resources information includes, but is not limited to, data about the users of the system (e.g., user attributes and preferences) and/or transaction data (e.g., employers viewing matched employment seekers, employment seekers viewing matched employers, hires, positions being unposted without hires, etc.). The human resources information can be stored in a database which may be analyzed for human resources trends using various data mining/pattern discerning techniques.

[0129] As shown in FIG. 16, preferably, each transaction (e.g., a profile creation or edit, interest indications, favorite list additions/subtractions, contact information requests, etc.) is stored in the database; however, the database can store any suitable subset of transactions, if desired. The database is preferably a relational database queriable by SQL queries; however, the database can be any suitable database type and can be queried with any suitable database query language.

[0130] At step 1600, it is determined whether a new transaction has occurred. A transaction can be, but is not limited to, the addition of a user, a change in the user's profile, the user adding or removing a candidate from a favorites list, the user indicating interest in a candidate and/or the user taking a job or filling a position. If a new transaction has occurred, at step 1610, the new transaction is added to the database and the process continues as step 1620. If not, the process continues at step 1620. At step 1620, it is determined whether there is a query for the database. If there is, at step 1630, the query is run on the database and the process repeats at step 1600. If not, the process repeats at step 1600. It should be noted that any suitable scheduling scheme can be used to handle database additions and queries and that additions are frequently treated as another type of query.

[0131] Human resources information (including any information mined or patterns discerned from the human resources information) can be presented to system users upon request. Preferably, users can query the database directly using a database query language; however, the users can also query by selecting a pre-defined query, by submitting a question and having an expert design an appropriate query or in any other suitable manner. Thus, employment seekers can determine which industries, fields and/or geographic location are hiring, what skills, experience and/or other attributes are desired and what level of compensation is typical. Similarly, employers can determine what competitors within their industry are doing with regard to hiring, what attributes employment seekers desire, what compensation levels are typical, and what skills, experience and/or attributes are common or uncommon among employment seekers on the current market.

Near Space Searching in Employment Systems

[0132] In an alternate embodiment, when a search is performed in an employment system, one or more near space searches are automatically performed as well. The employment system may be a match-based employment system or another type of employment system. FIGS. 4-6 show the performance and results display of a near space search in a match-based employment system. To perform a near space search, the system introduces an error into the original search specification. For example, if an employment seeker specified that he or she wants a position that is within 25 miles of his or her home, the near space search may expand that limiting condition to be within 50 miles. Preferably, only one search condition is varied per near space search. As a result, the number of searches to be performed grows linearly with the number of search conditions. However, more than one search condition can be varied, in which case the number of searches could grow exponentially with the number of search conditions.

[0133] After the original search and one or more near space searches are performed, information about the results (e.g., size/number of results for each search) is displayed. Preferably, one or more near space searches that are each based upon introducing error into the same search criterion are displayed colinearly; however, the results can be displayed in any suitable manner. If more than one search criterion is varied to produce different colinearly displayed near space results, the results are preferably displayed as parallel lines as shown in FIG. 17; however, the results can be displayed as intersecting lines that intersect at the original search's result information. Preferably, a visual indication other than or in addition to text is provided to distinguish larger results from smaller results; however, employment systems are not required to provide such an indication. As shown in FIG. 17, searches that yield a large number of matches with scores above a threshold (e.g., 90%) are displayed as large circles 1700. Similarly, searches with a medium number of such matches are displayed as medium circles 1702, and searches with a small number of such matches are displayed as small circles 1704.

Recency in Employment Systems

[0134] The methods of figuring in recency when searching described above (e.g., in FIG. 3) are not limited to match-based employment systems and substantially similar methods can be used in non-match-based employment systems. Adjusting both desired experience and actual experience for recency and then comparing is the preferred strategy; however, as described above, recency can be figured into the search using any suitable strategy.

[0135] For example, in an alternative embodiment, an employment system enables an employment seeker and/or an employee seeker to associate a recency requirement with a search criterion. The employment system can be a match-based employment system or another type of employment system. When searching/matching, the system only counts attributes (or portions of attributes) that satisfy the recency requirement. Thus, an employer may specify that a desired candidate will have four years of musical theater experience within the past seven years. System users associate a time period with attributes/skills/experience contained in their profile, and that time period and the current date are used by the employment system to determine whether (or what portion) of the attribute/skills/experience satisfies the recency requirement.

Audit Trail in Employment Systems

[0136] In another alternative embodiment, an employment system records changes made by a user to his or her background information and/or desires. The employment system can be a match-based employment system or another type of employment system. If an employment seeker enters an attribute and later modifies that attribute, the modification is recorded. When an employer views the employment seeker, the employer is able to view the recorded modification. Thus, an employer is made aware of situations in which the employment seeker may be exaggerating/lying about his or her attributes in order to appear more attractive to employers. The change may be innocent, but providing the employer with notice of the change enables the employer to investigate the change further to confirm that the candidate's information is accurate.

Attribute Units in Employment Systems

[0137] In still another alternative embodiment, an employment system enables users to enter information about themselves in attribute units. The employment system can be a match-based employment system or another type of employment system. An attribute unit (e.g., a work unit, employment unit, skill unit, employment skill unit, employment exposure skill unit, education background unit, status unit, etc.) is a duration and at least one attribute associated with at least a portion of the duration.

[0138] The duration can be entered directly or indirectly (e.g., by specifying a beginning and ending point). If a duration is directly entered, a beginning and/or ending point is preferably still be entered for the duration so that recency calculations can be made; however, employment systems are not required to enable entry of a beginning or ending point. More than one attribute may be associated with an attribute unit. For example, an employment seeker may enter previous job experience by specifying a duration from January of 2001 to November of 2003, and associate a job title of “senior programmer” with 100% of the duration, a responsibility of managing other programmers with 25% of the duration, programming in C++ with 75% of the duration, and UNIX operating system experience with 100% of the duration. However, the preferred method of entering attribute units is illustrated by FIG. 9 in the context of a work unit.

[0139] Preferably, a taxonomy of attributes is used to ensure attribute units are correctly and/or precisely entered. For example, if the user is a programmer seeking an employer, the user may be prompted to enter which languages were used in the user's attribute units. Further, sub-categories of attributes may be specified in a hierarchy. For example, a programmer that specifies that he or she programmed in C++ may be prompted to enter the specific platform(s) or compiler(s) used. Also, if a user enters a very specific attribute, the system can also associate related attributes with the duration. For example, if a user enters that he or she programmed in C++ for three years, the employment system may also associate the more general “programming” with the duration. Similarly, in an alternative embodiment, an attribute that shares a common more general ancestor in the hierarchy may be associated with the duration. For example, the duration associated with C++ at 100% may also be associated with C at 95%, C# at 98% and Java at 75%.

[0140] Examples of taxonomies for a match-based employment system are found below at Tables A, B and C.

General Purpose Computer

[0141] Embodiments of the present invention can be implemented as computer software in the form of computer readable program code executed in a general purpose computing environment such as environment 1800 illustrated in FIG. 18. A keyboard 1810 and mouse 1811 are coupled to a system bus 1818. The keyboard and mouse are for introducing user input to the computer system and communicating that user input to central processing unit (CPU) 1813. Other suitable input devices may be used in addition to, or in place of, the mouse 1811 and keyboard 1810. I/O (input/output) unit 1819 coupled to bi-directional system bus 1818 represents such I/O elements as a printer, A/V (audio/video) I/O, etc.

[0142] Computer 1801 may include a communication interface 1820 coupled to bus 1818. Communication interface 1820 provides a two-way data communication coupling via a network link 1821 to a local network 1822. For example, if communication interface 1820 is an integrated services digital network (ISDN) card or a modem, communication interface 1820 provides a data communication connection to the corresponding type of telephone line, which comprises part of network link 1821. If communication interface 1820 is a local area network (LAN) card, communication interface 1820 provides a data communication connection via network link 1821 to a compatible LAN. Wireless links are also possible. In any such implementation, communication interface 1820 sends and receives electrical, electromagnetic or optical signals which carry digital data streams representing various types of information.

[0143] Network link 1821 typically provides data communication through one or more networks to other data devices. For example, network link 1821 may provide a connection through local network 1822 to local server computer 1823 or to data equipment operated by ISP 1824. ISP 1824 in turn provides data communication services through the world wide packet data communication network now commonly referred to as the “Internet” 1825. Local network 1822 and Internet 1825 both use electrical, electromagnetic or optical signals which carry digital data streams. The signals through the various networks and the signals on network link 1821 and through communication interface 1820, which carry the digital data to and from computer 1801, are exemplary forms of carrier waves transporting the information.

[0144] Processor 1813 may reside wholly on client computer 1801 or wholly on server 1826 or processor 1813 may have its computational power distributed between computer 1801 and server 1826. Server 1826 symbolically is represented in FIG. 18 as one unit, but server 1826 can also be distributed between multiple “tiers”. In one embodiment, server 1826 comprises a middle and back tier where application logic executes in the middle tier and persistent data is obtained in the back tier. In the case where processor 1813 resides wholly on server 1826, the results of the computations performed by processor 1813 are transmitted to computer 1801 via Internet 1825, Internet Service Provider (ISP) 1824, local network 1822 and communication interface 1820. In this way, computer 1801 is able to display the results of the computation to a user in the form of output.

[0145] Computer 1801 includes a video memory 1814, main memory 1815 and mass storage 1812, all coupled to bi-directional system bus 1818 along with keyboard 1810, mouse 1811 and processor 1813. As with processor 1813, in various computing environments, main memory 1815 and mass storage 1812, can reside wholly on server 1826 or computer 1801, or they may be distributed between the two.

[0146] The mass storage 1812 may include both fixed and removable media, such as magnetic, optical or magnetic optical storage systems or any other available mass storage technology. Bus 1818 may contain, for example, thirty-two address lines for addressing video memory 1814 or main memory 1815. The system bus 1818 also includes, for example, a 32-bit data bus for transferring data between and among the components, such as processor 1813, main memory 1815, video memory 1814 and mass storage 1812. Alternatively, multiplex data/address lines may be used instead of separate data and address lines.

[0147] In one embodiment of the invention, the microprocessor is manufactured by Intel, such as the 80X86 or Pentium-type processor. However, any other suitable microprocessor or microcomputer may be utilized. Main memory 1815 is comprised of dynamic random access memory (DRAM). Video memory 1814 is a dual-ported video random access memory. One port of the video memory 1814 is coupled to video amplifier 1816. The video amplifier 1816 is used to drive the cathode ray tube (CRT) raster monitor 1817. Video amplifier 1816 is well known in the art and may be implemented by any suitable apparatus. This circuitry converts pixel data stored in video memory 1814 to a raster signal suitable for use by monitor 1817. Monitor 1817 is a type of monitor suitable for displaying graphic images.

[0148] Computer 1801 can send messages and receive data, including program code, through the network(s), network link 1821, and communication interface 1820. In the Internet example, remote server computer 1826 might transmit a requested code for an application program through Internet 1825, ISP 1824, local network 1822 and communication interface 1820. The received code may be executed by processor 1813 as it is received, and/or stored in mass storage 1812, or other non-volatile storage for later execution. In this manner, computer 1801 may obtain application code in the form of a carrier wave. Alternatively, remote server computer 1826 may execute applications using processor 1813, and utilize mass storage 1812, and/or video memory 1815. The results of the execution at server 1826 are then transmitted through Internet 1825, ISP 1824, local network 1822 and communication interface 1820. In this example, computer 1801 performs only input and output functions.

[0149] Application code may be embodied in any form of computer program product. A computer program product comprises a medium configured to store or transport computer readable code, or in which computer readable code may be embedded. Some examples of computer program products are CD-ROM disks, ROM cards, floppy disks, magnetic tapes, computer hard drives, servers on a network, and carrier waves.

[0150] The computer systems described above are for purposes of example only. Embodiments of the present invention can be implemented in any type of computer system or programming or processing environment.

[0151]

TABLE A
Professional Group  Profession Skill Bucket  Skill 1 Skill 2 Skill3 Skill 4
Customer Service
Customer Service Customer Solutions = Tier 1 Call reason resolution
Answer product feature questions
Explain rate/Pricing plans
Activate new accounts
Administer change requests
Issue credit for billing errors = Adjust consumer accounts
Establish payment arrangements within established guidelines
Upsell additional products and services
Carry monthly sales quotas
Customer Resolution
Respond to telephone inquiries
Phone support
30-40 average calls per day
40-50 average calls per day
50-60 average calls per day
60-70 average calls per day
70-80 average calls per day
Respond to written inquiries
Chat room response support
Issue research = Problem trouble shooting
Internal Departments
External Vendors
Field Personnel
Service Delivery Departments
Root cause determination
Technical Support
Analyze Network Outages
Identify Trends and Problem Areas
Troubleshoot/replicate issue
Research/Identify solutions
Implement or assign resolution responsibility
Inform customer of resoltuion
Problem resolution communications to customers
Pre-sale Support
Respond to information request about technical product RFP/RFI
Present technology to customers
Prepare cuestomer presentations
Review Cost Information
Post-sale Support
Track New Installations = Orders
Escalate as Necessary to Expidite Installation
Call Center Strategic Placement
Insource support plan analysis
Outsource support plan analysis
Domestic location research
Off-shore location research
Set Call Center Staffing Strategies = Hiring Strategies
Call Center Management
Customer interacting staff
Back office processing staff
Operational support
Call Center Operations
Set call routing strategy
Conduct & Interact with complex scripting
Customer Attributes
Call Center Queues
Provision call routing
Create networking allocations and routing scripts
Special planned closings
Segment transition site moves
Site openings
Disaster recovery
Develop & Maintain Voice Systems Documentation
IVR Design documents
Call flows
Usability lab test results
Call routing override process & procedures
Business continuation documentation
Perform benchmark strategies to improve consumer experience
Monitor ongoing call allocation
Recommend routing changes and updates
Program Management
Product and marketing program distribution to sales and service channels
Coordinate with training the development of needed support documents
Resource allocation of call center sales and service representatives
Manage product and program compliance against standards and
regulatory requirements
Facilitate program selection and prioritization
“Track, measure and report on the progress of projects/programs”
Ensure best practices procedures
Identify best practices
Develop and drive process improvements
Resource optimization and pipeline management
Establish and maintain quality and standards
Consistently reach corporate and center objectives
Training = Performance Enhancement programs
Management Training
Skills assessment
Skills Training
Product Training
Curriculum Development
Instructional Modules
Training aid development
Handbooks
Demonstration models
Multi-media visual aids
Computer Tutorials
Reference Books
“Web based, e-learning = Multi-media support”
Flash
Authorware
Dreamweaver
HTML
Vendor Management
Trainer certification
Schedule Training Classes
“Training Delivery, Facilitation”
TTT = Train the trainer
Classroom delivery
Kick-offs
Ice-breakers
De-briefs
Product details
Sales processes
Establish Training Evaluation Criteria
Customer feedback analysis
Define evaluation metrics = performance requirements
Analyze results
Suggestion performance enhancements
Feedback to trainers and presenters
Adult education principals and theories
Capacity planning
Productvity Reporting
Analyze Data
Average time of outstanding issues
Average call handling time
Average calls handled per associte per day
Incentive payment reporting
Finance
Finance
Accounting
General Accounting
Revenue
Revenue Recognition Management
Accrual/GAAP Compliance
CPFF = Cost plus fixed fee
T&M = Time and Material
CIP = Construction in Process
Ratably
Per Contract
Cash Method
Calculate Cost of Sales & Gross Margins
Maintain Deferred Revenue schedules
Order/Contract Management
Confirm Delivery of Service
Credit & Collections
Process credit applications and approve credit limits
Collect past due accounts via phone
Issue past due account reports to Sales & Customer Service
Database Management of calls and collections
Billing = Invoicing
Set-up Revenue Support Tables
Recognition
Deferred Schedules
Produce invoices and credit memos
CPFF = Cost plus fixed fee
T&M = Time and Material
CIP = Construction in Process
Receivables Management
Day Sales Outstanding = DSO
Research Customer payment discrepancies
Merchant Vendor Management
Expenses
Accounts Payable = Disbursements
Bank liaison
Outstanding check list management
Positive pay submission
Vendor Class Tracking
Employees
General Vendors
Consultants/Contractors
Issue 1099s
Payable aging analysis
Vendor Management = Vendor Invoice Payables
Reconcile Procurement Card (P-Card) Charges and review
accuracy
Manage corporate American Express account for accuracy
Verify purchase prder funds available for payments
Code invoives with general ledger accounts
Verify accurate/valid charges
Enter data into Accounting System
Expense Reports = T&E = Travel & Entertainment Expense
Code with general ledger accounts
Verify receipts
Enter data into accounting system
Establish & enforce expense reimbursement guidelines
Check processing
Payroll
Process time cards
Accounting System Data entry
Initiate pay checks or Direct Deposit
Produce monthly reports supporting payroll expense & liability
accruals
Wages = Earnings
Commission Payment
Bonuses
Stock Options
Taxes
Income taxes
Social Security taxes
Unemployment
Workers compensation
Paid time off (PTO) = Vacation
Disability
Taxable & non-taxable fringe benefits
Other Deductions
Manage payroll vendor
Deduction reconciliation to General Ledger
Operating Expenses
Marketing Expenses = Customer acquisition and retention programs
Direct Mail
E-mail Campaigns
Television Advertising
Print Advertising
Industry Events = Trade Shows
Travel
Office Supplies
Sales Support
Quarterly Sales Contest
Travel
Office Supplies
G&A = Administrative = Overhead
Legal
Finance
Benefits
Travel
Office Supplies
Capital Expenditures
Maintain Fixed Asset schedules and calculations
Asset Acquisition
Asset Depreciation
Asset Transfers
Asset Disposal
Net working capital
Add backs
Establish and enforce Fixed Asset policies and procedures
Balance Sheet Accounting
Cash Receipt Management
Prepare Daily Deposits
Apply Cash receipts to customer accounts
Fixed Assets
Inventory Management
Procurement
Negotiate cost and contract terms
Approve and Release Purchase Order funding
Accounts Receivable
Manage write-off schedules
Forecast Bad Debt Expense
Bank Statement Reconciliation
Corporate Accounting
Tax Reporting and filing
Prepare and reconcile quarterly and year-end tax reports
Corporate Sales & Use Tax = Income Taxes
Federal
State
Local
Property Tax
Franchise Tax
Excise Tax
Payroll Tax
File Federal Unemployment tax forms = Form 940
File Quarterly Tax return forms = Form 941 = FICA Tax Rate &
Wages
Federal
State
Local
Benefit Tax = Fringe Benefit Tax
“Support Federal, State, & Local compliance audits”
“Review tax implications of Mergers, acquisitions, and divestments”
Prepare deferred tax schedules
Prepare Tax plans and present recommendations to Management
Document policy and procedures for tax department manuals
Forecast Tax income and liability
“Prepare analytical studies on historical, forecast, and pro-forma tax
data”
Support Government Tax audit
File and Maintain Business Licenses
Intercompany Pricing Study
Audit Management
Select External Auditors
Lead support of external audits
Coordinate external audit documentation with internal departments
Perform monthly internal audits
External Reporting = Investor Relations
Press Release data support
Fact Sheet development
Regulatory Filings
SEC Filings
10 - K
10 - Q
Board Presentations
Shareholder Call/Analyst Call preparation
Financial Statement Development
Balance Sheet Trend & Variance Analysis
Income Statement Trend & Variance Analysis
Cash Flow Statement Trend & Variance Analysis
Profit & Loss Statement Trend & Variance Analysis
Calculate earnings
Calculate EBITDA
Compliance Management = Administrative Regulations = Regulations
FAS = Financial Accounting Standards
Sarbanes-Oxley = SOX
Generally Accepted Accounting Principles = GAAP
FAR = Federal Acquisition Regulations
DFARS = Defense Acquisition Regulation Supplement
CAS = Cost Accounting Standards
TEFRA = Tax Equity Fiscal Reform Act
Equity Analysis
Capitalization Tables
Statement of Shareholder Equity
Retained Earnings
Fixed Asset Tables
Warrants
Earnings per Share
Treasury Management
Cash Management
Overnight investing
Analyze investment alternatives
Maintain broker relationships
Develop short and long-term cash forecast models
Monitor cost effectiveness of treasury functions
Hedging
Investments
Bank fees
Line of credit
Establish signing authority and maintain appropriate documentation
Portfolio Accounting
Manage portfolio
Multiple cash accounts
Co-investments
REIT
Real Estate investments
Yield Analysis
Provide portfolio data for Financial Statements
Debt covenant compliance
Auditing
Lead Audit Engagement
Scope and plan audits
Design Test Plans
Execute Test Plans = Execute Audit Procedures
Identify Risks
Document Controls
Write Reports and Prospective Analysis
Present Results to Management
Perform Tax Audit
Analyze accounting records for tax compliance
Identify owed penalties and interest
Prepare audit reports
Make Sales and Use tax ordinance and regulation recommendations
Tools
ACL
CAAT
Financial Planning = Capital & Operating Budget Preparation
Prepare annual budgets and quarterly forecast
Revenue
Develop based on market and product line offerings
Forecast revenue in accordance with GAAP/accrual accounting
Forecast Cash/bookings
Document assumptions
Review assumptions and budget targets with functional departments
Present budget/forecast to executive management
Operating Expenses
Analyze revenue and margin requirements
Forecast expenses in accordance with GAAP/accrual accounting
Document assumptions
Review assumptions and budget targets with functional departments
Present budget/forecast to executive management
Capital Expenditures
“Analyze revenue, expense, and margin requirements”
Document assumptions
Review assumptions and budget targets with functional departments
Present budget/forecast to executive management
Business Development
Merger & Acquisition = Corporate Financial Analysis
Valuation Modeling
New Capital Markets
Working Capital
Liquidation Profile
Treasury Plan
Asset Valuation
Due Diligence review
On-site operations review
Document on-site findings
Financial Statement Analysis
Review reporting processes and procedures
Review supporting documentation/schedules
Confirm industry reporting regulation compliance
Quality of earnings analysis
Financial Analysis
Financial Reporting = Performance Analysis
Actual results to Budget/Forecast/Plan Variance Analysis
Develop cost reduction strategies
Trend Analysis = Behavioral Reporting
Cash burn rate
Revenue performance
Expense performance
Seasonality performance analysis
Website Analytics = Website statistics analysis
Total and unique visitors
Path Analysis
Sales per visit
Account Management
Company specific Key Performance Indicators = KPIs
Sales channel performance analysis
Call Center Performance Reporting
Present Results to Executive Management
Contract Performance Analysis
Ensure attainment of customer and product margins
Schedule Delivery compliance
Receipt and Payment Schedule analysis
Post Mortem Campaign/Program Analysis
Actual performance compared to Business Case assumptions
Business Case Development
Pricing Analysis
Review customer Request for Proposal (RFP)
Recommend strategic pricing initiatives
Perform market and competitive analysis
Develop pricing sensitivity models
Present assumptions and risk assessment
Programs/Campaign Analysis = Sales & Marketing programs
Cost/benefit analysis
Review assumptions with Marketing/Sales
Approve campaign and programs
Capital Expenditure Analysis
Rate of return analysis = Return on Investment Analysis = ROI
Analysis
Modeling
Statistical
Logistic regression
Decision Tree
Neural Network (pattern recognition)
Tools
ER Win
Star
Snowflake
Risk Management = Financial Operations
Design & implement processes = Establish and enforce best practices
Process diagnosis = process improvement
Review new proposals and assess risk
Finance System Operations & Database Management = Data warehouse
management
Project Management
Requirements gathering
Design/document workflows
Planning system support
Standards
COBIT = Security & Control practices
PMBOK = Project Management Body of Knowledge
Earned Value = Measures project process in monetary terms
Develop and support data marts
Data Mining
Data Analysis
SAS
SPSS
Database administration/Database modeling
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Report creation
SQL
Business Objects Crystal
ReportSmith
Access Brio
Cognos
Report generation
Software support
Epicor
Microsoft Great Plains
Microsoft Solomon
Hyperion
Essbase
Cognos
ognos Cube
SAP
Bravo = database integration software
Khalix - budgeting a& forecasting
Timberline = real estate & construction accounting
Adaytum = Enterprise Performance Planning (EPP)
Cashbook = Accounting System
Ariba = procurement support
Lacerte - tax preparation
Prosystem FX = tax preparation
ReportSmith
Microsoft Axapta = ERP solution
SYSPRO ERP
Everest
Microsoft Navision
Desktop Computer
Microsoft Office
Excel
Access
Powerpoint
Word
Lotus Notes
Human Resources
Human Resources
Recruitment/Staffing = Talent Acquisition
Resource planning = Organizational design = Workforce planning = Needs
assessment
Research
Forecasting
Analyze marketplace labor trends to determine impacts to organization
Competency modeling
Skills testing
Succession planning
Job analysis
Employee recruitment = Pipeline development
Advertising
Recruiter management = External Recruiters
Open house support
Interviewing/Screening candidates
“Employee selection, Pre-employment support/tracking”
Conduct reference checks
Conduct background checks
Negotiate offers
Obtain physical results
Establish start dates
Immigration status checks
Obtain security clearance evidence
Process employment paperwork
Develop offer letter
Complete any required testing
Coordinating space planning with facilities
Psychometrics
Intelligence testing
Personality testing
Vocational testing
Develop workforce diversity strategy
Develop workforce diversity initiatives
Monitor performance against diversity plans
Develop external diversity sourcing relationships
Regulatory Compliance
Support audits
Labor law
Tax
Social Security regulations
Federal Regulation
State Regulations
Workmen's Compensation
Affirmative Action
Disabilities Act
Government Employment Policies
FMLA
EBO guidelines = Equal Employment Opportunity Commission
EEO01 - Employer Information Report
VETS - 100 = Federal Contractor Veterans Employment Report
FCC 395
Documentation Management
Applications
Non-Disclosure Agreements
Resumes
Performance Reviews
Maintain Employee Statistics
Develop and Maintain Employee Handbook
“Level of recruitment - select, do not apportion, similar to
methodologies in technology”
“Executives = C level, VPs, Directors”
Professionals = mid-level
Campus = entry-level
Technical
Diversity
Compensation & Benefits
Salary Planning
Merit Increase forecasting
Cost of living increase analysis
Develop and administer employee performance review process
Develop Bonus & Incentive plans = Incentive plans = Variable Incentive
Plans
Sales
Non-Sales
Develop Reward and Recognition programs
Development
Implementation
Evaluation
Manage Stock grants
Manage relocation programs
“Manage external, outsource vendor”
Maintain policies
Pension Management
Medical Benefit Plan Administration = Healthcare Plan Administration
Vendor Management
Health
Life
Dental
Vision
Contract Negotiation
REP Development
Employee & Labor Relations = Learning & Development = Employee
Development
Relationship building = interpersonal skills
Counseling = Coaching Skills = Leadership coaching
Development models & techniques
Career Development = Career Management guidance
Evaluation Tools
Employee Opinion Surveys
Exit strategy interviews
Performance Management evaluation tools
Mentoring program development
Develop and implement employee performance plans
Manage employee events
Manage employee communications
Develop communication strategy
Write employee communications
Own policy handbook
Content development
Content review
Policy interpretation
Policy enforcement
Employee retention
Termination Analysis = Turnover rate analysis
Program development
Organizational Development concept knowledge
Organizational Behavior concept knowledge
HR System Operations
Project Management
Requirements gathering
Design/document workflows
Planning system support
Standards
COBIT = Security & Control practices
PMBOK = Project Management Body of Knowledge
Earned Value = Measures project process in monetary terms
REP Development
Data collection methods
Paper questionnaire
Computer Aided Personal Interview
Computer Aided Telephone Interview
Database modeling (point)
Data Mining
Data Analysis
Database administration = System Maintenance (point)
Report creation
SQL
Business Objects Crystal
ReportSmith
Report generation
Software support
Hiresystems
Oracle HRIS
Webi
Application Tracking System Integration
Brass Ring
Taleo
“Alexus 5, by Alexus International”
“Brassring Enterprise, by BrassRing Systems, Inc.”
“E*TRACK System, by Virtual Edge, Inc.”
“HireEnterprise, by Hire.com”
“Hiring Gateway, by Yahoo! Resumix”
“HodesIQ, by Bernard Hodes Group”
“HRSmart, by HRSmart”
“IRecruiter, by iCIMS”
“Kenexa Recruiter, by Kenexa”
Lawson
“Peopleclick XG, by Peopleclick”
PeopleSoft
“Recruiting Solutions, by Peoplesoft”
“Recruitmax, by Recruitmax”
“Recruitsoft Enterprise Staffing Solution, by Recruitsoft”
“Webhire Recruiter, by Webhire”
Change Management
Change readiness assessment
Assessing organizational risks
Formulating leadership strategies
Guide change strategies within functional areas
Develop communication strategies
Culture assessment/alignment
Change acceleration programs
Measure and report results
Presentation
Management
New Hire groups
Asset Management = Site Location
Market Analysis
Labor cost
Available labor pool
Employment legislation
Real Estate Management
Building/Lease contract negotiations
Space Management
Facilities Management
Budget Management
Recruitment activities
Training
Benefits
Employee Programs
Labor cost by Department (cost per head)
Salary
Fringe Benefits
Overall
Training = Performance Enhancement programs
Management Training
Skills assessment
Skills Training
Product Training
Curriculum Development
Instructional Modules
Training aid development
Handbooks
Demonstration models
Multi-media visual aids
Computer Tutorials
Reference Books
“Web based, e-learning = Multi-media support”
Flash
Authorware
Dreamweaver
HTML
Vendor Management
Trainer certification
Schedule Training Classes
“Training Delivery, Facilitation”
TTT = Train the trainer
Classroom delivery
Establish Training Evaluation Criteria
Customer feedback analysis
Define evaluation metrics = performance requirements
Analyze results
Suggestion performance enhancements
Feedback to trainers and presenters
Adult education principals and theories
Capacity planning
Office Management
Office Management
General Administration
Answering Phones
Routing Calls
Taking messages
Back-up receptionist support
Receiving and distributing mail and deliveries
Greeting Visitors
Copying
Faxing
Ordering Office Supplies
Proof reading documents
Filter and prioritize department request
Maintain department contact list
Space planning
Coordinate moves
Assign workstations
Presentation development
Prepare/build in Powerpoint
Distribute as needed
Documentation support
Maintaining Correspondence
Forms
Letters
Spreadsheets
Maintain Documentation archive
Hard copy
Online Database Management
Human Resources Support
Tracking employee attendance and vacation
Submit Payroll
Prepare for new hire start
Order required equipment
Identify space
Set-up phone
Obtain required system access
Asset collection from former employees
Accounting Support
Order/Data entry
Generate invoices
Create Purchase Order request
Manage budget
Track Accounts Receivable
Track Accounts Payable
Code Invoices
Review invoices for accuracy
Obtain proper invoice payment approvals
Process invoices for payment
Department Asset Inventory Management
Business Travel
Make arrangements
Prepare travel and expense reports
Office Management
Ensuring office is OSHA compliant
Kitchen
Conference Rooms
Manage facilities vendors
Cleaning
Security
Utilities
Maintain Office Equipment
Calendar Management
Schedule internal meetings
Schedule Interviews
Schedule other external appointments
Coordinate site work
Meeting Coordination
Ensure conference room includes appropriate equipment
Provide beverages
Coordinate food when appropriate
Obtain call-in numbers for conference calls
Document meeting follow-up and actions
Event Support
Plan Employee Events
Plan conferences
Plan conventions
Manage Vendors
Project Manage event
Training Support
Research course availability
Arrange courses
Desktop Computer Skills
Microsoft
Outlook
Word
Excel
Powerpoint
Access
QuickBooks
Items handled outside of apportionment
Level Support
“CEO/President,”
“COO, CFO, Executive Vice President”
Functional Group Head
Functional Group Staff
Functional Area
Executive Offices
Sales
Marketing
Finance
HR
Engineering
Technology
Technology
Profession = Software Engineering
Project Leader = Project Management in the Software Engineering profession?
Development Methodologies (Need to determine best location for this subject)
CMMI
Extreme Programming
Six Sigma
ISO 900
Waterfall
RAD—Rapid application development
JAD—Joint application development
Project Planning = Systems Business Analysis
Buy versus build analysis
Risk assessment
Cost benefit analysis
CASE Tools
Write business proposals
Project Management
Develop Project Roadmap = Develop Milestones
Microsoft One Note
Microsoft Project
Quick Books
SureTrak
Act!
Manage Project Roadmap = Manage Milestones
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write technical requirements
Develop and maintain training manuals
Write procedure manauls
Write software simulations
Develop Use Cases
Systems Design
Develop Workflow/Business rule development
System Interaction Analysis
Establish System Configuration
Establish System Performance
Design Documentation
System Diagrams
CASE Tools
Installation Guidelines
CASE Tools
System Builds
CASE Tools
Determine Security Needs
Conduct security audits and risk analysis
Application level vulnerability testing
Analyze security logs and respond to incidents
Security code reviews
Recommend and enforce security directives
Discover unexpected threat scenarios
Integrate and manage information security technology
Design Application Framework
Database Design = Database Architecture
Data Modeling
Erwin
Oracle Design
Data Warehousing
“Extract, Transform, Load (ETL)”
Star Schema
On-line Analytical Processing (OLAP)
Microstrategy
Relational Database
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Hierarchical Database
IMS
OOD = Object Oriented Database Management Systems
ObjectStore
Versant
Embedded Database
Berkeley DB
HSQLDB
Development/Implementation
Programming Language
Object Oriented Programming Language
C++
Small Talk
Imaging Expression
C #
J #
VB.Net
Java
J2SE
JDBC
Swing
Java Beans
J2ME
J2EE
JSP
Servlets
JMS
EJB
C
PHP
Visual Basic
HTML
DHTML
XHTML
XML
XPath
XSD—XML Schema Definition
XSLT
Active X
ADO
Python
Fortran
Cobol
SQR
EXLT
Bash
Scripting Language
Shell
Perl
REXX
OWK
Java Script
RPG
ABAP
Tools
FileNET
PowerBuilder
DataFlex
Tasking M16C
Intel
Agile
Database Development = Production Database (?)
Relational Database
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Hierarchical Database
IMS
OOD = Object Oriented Database Management Systems
ObjectStore
Versant
Embedded Database
Berkeley DB
HSQLDB
OS = Operating System
Unix
AIX
A/UX
ArchBSD
BSD/OS
Coherent
Darwin
Digital Unix
ESIX
FreeBSD
Helios
Interactive Unix
LynxOS
MachTen
Minix
NetBSD
QNX
Reliant Unix
SINIX
SunOS
Topix
Ultrix
Unixware/Univel
Linux
MAC OSX
Solaris
MAC OS
MAC OSX
Netware
Sun
Solaris
MVS—Multiple Virtual Storage
Windows
2000
2003
XP
NT
98
Novell
VMS
VAX
AS-400
Networks
Hardware
Routers
Cisco ICM
Cisco 7500
Cisco 7200
Cisco 3700
Cisco 3600
Cisco 2600
Cisco 2500
Avaya
Switches
Cisco ICM
Cisco Catalyst 5000
Cisco Catalyst 6500
Cisco Catalyst 6000
Cisco Catalyst 5500
Cisco Catalyst 4000
Cisco Catalyst 3500
Cisco Catalyst 2900
Cisco Catalyst 3548
Spanning Tree
Avaya
Gateways
Bridges
Servers
Remote Access Servers
Terminal Servers
Domain Servers
Application and Device servers
Windows 2003
Citrix MetaFrame
Exchange 2003
Web server
Hubs
Cisco
Avaya
NIC
Cisco
Avaya
Ethernet Boards
CSU/DSU
Printers
Environments
LAN
Ethernet
Token Ring
WiFi
SAN (?)
802.11
NAT—Network Address Translation (?)
Netware 6 (Novell LAN OS)
VLAN = Virtual Local Area Network
WAN
T1
T3
WiMAX
FDDI
OC3
OC12
OC48
Sonet
ISDN
DSL
Docsis
FrameRelay
SAN
CAN
VPN
PPTP—Point-to-Point Tunneling Protocol
HAN
Client/Server = Computer Networks
MS Windows NT
MS Windows 2000
SQL-7
IIS Server
Windows XP
Oracle
NFS = Network File System
Telecommunications = Telephony
Data
Voice
Video Conferencing
PBX
IP PBX
Unified messaging
Polycom
IP Video conferencing
Frame Relay
ISDN
DS3
VoIP
Signaling Protocols
SIP = Session Initiated Protocol
H.323
MGCP
NCS
TGCP SIP
SIP-T
ISTP
CMSS
Signaling interoperable
SS7
BRI = Basic Rate Interface
Voice codec
G.711
G.729
Video conferencing
Video streaming
Echelon = LonWorks networks
Network Protocols
Internet Protocols
TCP/IP
UDP/IP
IP multicast
IPSec = Internet Protocol Security
ARP
DNS
SNMP
SMTP = Simple Mail Transfer Protocol
ESTMP = Extended Simple Mail Transfer Protocol
ICMP
IPv6
IPSEC
HTTP
SSL
FTP
PPP—Point-to-point protocol
SDLC = Synchronous data link control
HDLC = High-level data link control
H.323
POP3 = Post Office Protocol 3
IP Routing Protocol
OSPF
RIP = Routing Information Protocol
RIP2
ODR
EIGRP = Enhanced Interior Gateway Routing Protocol
IGRP = Internet Gateway Routing Protocol
BGP = Border Gateway Protocol
ATM = Asynchronous Transfer Mode
IPX = Internetwork Packet eXchange
DHCP = Dynamic Host Configuration Protocol
MGCP = Media Gateway Control Protocol
LDAP = Lightweight Directory Access Protocol
NNTP = Network News Transfer Protocol
OSI Model
EIGRP
WINS
MPLS
AppleTalk
LocalTalk
HSRP = Hot Standby Router Protocol
IPX
NetBeui
WAP—Wireless Application Protocols
Bluetooth
PCI
PCI-X
Samba
TLS—Transport Layer Security
Network Management Software
Firewalls
Enterprise
Home
Cisco PIX
HP Openview
Checkpoint
Nokia
IBM Tivoli
Lucent VitalSuite
CA Unicenter
Concord Communications eHealth
Security
PKI—Public Key Infrastructure
Windows 2000
Application Framework
.NET
ADO.NET
ASP.NET
.NET Compac framework
J2EE
Weblogic (?) = BEA Weblogic
Testing = Quality Assurance = Integration Testing
Test Plan Development
Test script creation
Win Runner
JUnit
Load Runner
Test Director
Execute certification Test = System Testing
Load Testing
Load Runner
Regression Testing
Implementation = Deployment
Installation
Configuring
System checks in production
Operations Management
System Maintenance = System Administration
Performance Measurement/Monitoring
System Backup
System Recovery
Capacity Planning
Enterprise Resource Planning
Load Balancing
Database Administration
Installation
Configuration
Data loading
Data replication practices
Data distribution
RDBMS backup & recovery
Connectivity
ODBC = Open database connectivity
JDBC = Java database connectivity
User Interface Design = UI Design = UI Designer
Conceptual Design
Information Architecture = Site Architecture
Site Map development
Page Flow development
Wireframe development
Visio
Style sheet development
CSS—Cascading Style Sheet
CSS1—Cascading Style Sheet Level 1
CSS2—Cascading Style Sheet Level 2
Should we point to programming languages from here as well?)
Visual Design
PageMaker
Illustrator
Flash
Macromedia - Fireworks
Cold Fusion
Macromedia DreamWeaver
Photoshop
Fireworks
Visual Studio (here or in development?)
VSS = Visual Source Safe (placement?)
Content Management (placement?)
MCMS = Microsoft Content Management Server
Interwoven
Documentum
Plumtree
BEA Weblogic(?)
Help Desk Support
Networks (point to network section)
Work stations
OS (point to OS section)
Applications
MS Windows
MS Office
Lotus Notes
Proprietary Software
Personal Communication Devices
PDAs
Cell Phones
Schedule Office moves
Phone Support
30-40 average calls per day
40-50 average calls per day
50-60 average calls per day
60-70 average calls per day
70-80 average calls per day
Procurement
Hardware
Software
Wireless Equipment
Servers
RAS—Remote Access Server
SMS—Systems Management Server
Vendor negotiations
Systems Operation
Project Management (Point)
Database Design = Database Architecture (Point)
Development (Database Development & Programming Languages)
Implement code
Testing (Point?)
Document Business processes
Database Administration (Point)
Querying
Access Brio
Cognos
Business Objects
Report Creation
SQL
Crystal
Report Generation
Data Analysis
SPSS
SAS
System Support
Finance & Accounting
Epicon
Great Plains
Solomon
Hperion
Cognos
Human Resources
Kronos
IVIS
Paychex
Applicant Tracking Systems
Brass Ring
Taleo
“Alexus 5, by Alexus International”
“Brassring Enterprise, by BrassRing Systems, Inc.”
“E*TRACK System, by Virtual Edge, Inc.”
“HireEnterprise, by Hire.com”
“Hiring Gateway, by Yahoo! Resumix”
“HodesIQ, by Bernard Hodes Group”
“HRSmart, by HRSmart”
“IRecruiter, by iCIMS”
“Kenexa Recruiter, by Kenexa”
“Peopleclick XG, by Peopleclick”
“Recruiting Solutions, by Peoplesoft”
“Recruitmax, by Recruitmax”
“Recruitsoft Enterprise Staffing Solution, by Recruitsoft”
“Webhire Recruiter, by Webhire”
Sales & Marketing
Saleforce.com
CRM
Siebel
PeopleSoft
Network Engineering
Network Design/Architecture = Network Topologies
Documentation
Diagrams
Standard operating procedures = SOP
Work instructions
Upgrade and replacement analysis
Network System Design
Capacity planning
Create detailed designs
Multi-vendor & multi-protocol internet working design experience
Carrier class environment
Attend technical planning and review meetings with project team
Network design
Schematics
Site/equipment
Configurations
Service spreadsheet tables
Technical overview write-ups
Cost optimization studies
Circuit layout record = CLR
Design layout record = DLR
Review policies and procedures and recommend improvements
Improve performance and sustainability of network designs
Track project activities
Technical review of maintenance activities
Responsible for integrity of site architecture
Ensure virtual team is knowledgeable of client site configuration and
applications
Integrate product portfolio with third party hardware and software
Control costs
Network Development
Environments
LAN
Ethernet
Token Ring
WiFi
SAN
802.11
NAT = Network Address Translation
Netware 6 (Novell LAN OS)
VLAN = Virtual Local Area Network
WAN
T1
T3
WiMAX
FDDI
OC3
OC12
OC48
Sonet
ISDN
DSL
Docsis
FrameRelay
SAN
CAN
VPN
PPTP—Point-to-Point Tunneling Protocol
HAN
Client/Server = Computer Networks
MS Windows NT
MS Windows 2000
SQL-7
IIS Server
Windows XP
Oracle
Global Networks
Telecommunications = Telephony
Data
Voice
Video Conferencing
BX
PBX
IP PBX
IVR Systems
Unified messaging
Polycom
IP Video conferencing
Frame Relay
ISDN
DS3
VoIP
Signaling Protocols
SIP = Session Initiated Protocol
H.323
MGCP
NCS
TGCP SIP
SIP-T
ISTP
CMSS
Signaling interoperable
SS7
BRI = Basic Rate Interface
Voice codec
G.711
G.729
Video streaming
Echelon = LonWorks networks
Network Installation and Integration
Hardware Installation
Routers
Cisco ICM
Cisco 7500
Cisco 7200
Cisco 3700
Cisco 3600
Cisco 2600
Cisco 2500
Avaya
Switches
Cisco ICM
Cisco Catalyst 5000
Cisco Catalyst 6500
Cisco Catalyst 6000
Cisco Catalyst 5500
Cisco Catalyst 4000
Cisco Catalyst 3500
Cisco Catalyst 2900
Cisco Catalyst 3548
Spanning Tree
Avaya
Gateways
Bridges
Servers
Remote Access Servers
Terminal Servers
Domain Servers
Application and Device servers
Windows 2003
Citrix MetaFrame
Exchange 2003
Web server
Hubs
Cisco
Avaya
NIC
Cisco
Avaya
Ethernet Boards
CSU/DSU
Multiplexers
Asynchronous/SONET
T1
DS1
DS3
E1
Digtal loop carrier
SLC 96
Series 05
Litespan
FTTP
Printers
Network Protocols = Configuration
Internet Protocols
TCP/IP
UDP/IP
IP multicast
IPSec = Internet Protocol Security
ARP
DNS
SNMP
SMTP = Simple Mail Transfer Protocol
ESTMP = Extended Simple Mail Transfer Protocol
ICMP
IPv6
IPSEC
HTTP
SSL
FTP
PPP = Point-to-point protocol
SDLC = Synchronous data link control
HDLC = High-level data link control
H.323
POP3 = Post Office Protocol 3
IP Routing Protocol
OSPF
RIP = Routing Information Protocol
RIP2
ODR
EIGRP = Enhanced Interior Gateway Routing Protocol
IGRP = Internet Gateway Routing Protocol
BGP = Border Gateway Protocol
Telecommunications Transport Standards
B82s
AMI
STS-1
T-1
T-3
OC-N
TR008
TR303
D4
2B1O
BRI
PRI
ESF
SF
Uni-directional rings
Bi-directional rings
Mixing Equipment
D4
M13
IDLC
ATM = Asynchronous Transfer Mode
IPX = Internetwork Packet eXchange
DHCP = Dynamic Host Configuration Protocol
MGCP = Media Gateway Control Protocol
LDAP = Lightweight Directory Access Protocol
NNTP = Network News Transfer Protocol
OSI Model
EIGRP
WINS
MPLS
AppleTalk
LocalTalk
HSRP = Hot Standby Router Protocol
IPX
NetBeui
WAP = Wireless Application Protocols
Bluetooth
PCI
PCI-X
Samba
TLS = Transport Layer Security
Scripting Languages
PERL
Shell
Python
Network Management Software
Firewalls
Enterprise
Home
Cisco PIX
HP Openview
Checkpoint
Nokia
IBM Tivoli
Lucent VitalSuite
CA Unicenter
Concord Communications eHealth
Security
Develop network intrusion detection system
System Watch
Alert Console
Security Agent
Implement network intrusion detection system
Anomoly identification
Threat mitigation
PKI = Public Key Infrastructure
Windows 2000
Testing
Proof of concept
Performance testing
Management tools
NetScout
Diagnostic tools
Certify production ready
Troubleshooting
Build complex test labs
Execute test plans
Develip in depth test procedures and concepts
Network Maintenance
Anti-virus programs
Monitoring
Load balancing
Cisco CSS
Radware WSD
Replication Solutions
Web caching
Transaction monitoring
Network compression
Automatic failover
Traffic management
Network surveillance
Issue triaging
Circuit testing and repair
Router configuration management
Hardware replacement
Network Administration
Domain name registration
IP address assignment
Log monitoring
DNS Administration
Infrastructure port assignment and patching
Racking hardware
Manage system back-up
Network recovery
Redundant network connectivity and operation
Add and delete users
Customer Service = CS
Open trouble tickets
Track trouble tickets
Resolve trouble tickets
Collect & evaluate customer requirements
Implement customer rule sets within requirements
Accept new customer sites
Decommission customer sites
Act as a point of escalation for customer
Maintain regular client communication
Lead technical customer meetings
Project Management
Develop Project Roadmap = Develop Milestones
Microsoft One Note
Microsoft Project
Quick Books
SureTrak
Act!
Manage Project Roadmap = Manage Milestones
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write technical requirements
Develop use cases
Telecommunications Engineer
Network Access Designs
Traditional Land Lines
DSL
VOIP
Wireless
Internet
Interactive Voice Response = IVR
Voice Recording
Concept
Proof-of-Concept
Prototype
Build Telecom Networks
Network Protocols and Technologies = Routing Protocols = Fiber Optic
Transport Systems
Physical Media = Hardware = Devices = Encoding
ISDN
PDH
T-carrier
RS-232
SDH
SONET
Data Link Layer = Data Transfer
ARP
Ethernet
FDDI
HDLC
PPP
Token Ring
Network Layer = Router = Flow Control = Segementation
X.25
Frame relay
ATM
MPLS
Signalling System 7 = SS7 = C7 = CCIS7
ICMP
IP
IPv4
IPv6
IPX
Routing Protocols
EGP
BGP
EIGRP
IGRP
IS-IS
RIP
OSPF
Transport Layer = Data Transfer to End Users
SPX
TCP
UDP
SCTP
RTP
Presentation Layer = Delivery = Formatting of Application
HTTP/HTML
ASN.1
XML
TDI
SNMP
FTP
Telnet
SMTP
Application Services
TCP/IP
SIP
FTP
HTTP
SNMP
SMTP
Telnet
XMPP
Jabber
Programming Languages
JAVA
J2EE
C
C#
C++
XML/XSL
HTML
VB.NET
Vendor Systems
Avaya
PBX
Definity
G3R
Multi-Vantage
Genesys CTI
Intuity
Switching
Telephone Equipment
AT&T
Route-It
VPN
Network Based
Premise Based
VoIP
Cisco
Call Manager
Unity
Conferenceing/Meetingplace
ICM Routing & Sorting
Switches
LAN/WAN
Aspect
Uniphi Suite
IVR
Call Center
PSTN
IP
Nortel
PBX
Meridian
Norstar
Switching
VoIP
Lucent
VoIP
Optical Networking
NEC
Aspire
Electra Elite IPK
DS1000/2000
Infoset408
i-Series
IP-PBX
Switch/Router
Toshiba
Strata
IVR
Voice Processing
Fujitsu
Mobile/Wireless Networks
Switching
Routers
Vodavi
Starplus
SiemensAG
Rolm
Mitel
Telephones
Peripherals
Ericsson
Mobile Core Products
Panasonic
Telephones
Asterisk
PBX
Commercial Telephony Interfaces
Dialogic
Aculab
Pika Technologies
MCI
ACES
ICON
MECCA
F&E
SiteVu
INM
Tarantella
Installations = Implementation
Equipment Configuration
Card and/or Port Requirements
Power
Cabling
Floor Space
Rack Placement
Testing
Evaluation
Product Verification
Build Complex Test Labs
Remote Circuit Testing Equipment
Digital Lightwave
Eastern Research
Acterna
Maintenance
Enhancement Coordination
Large Scale Moves
System Upgrades
Installations = Implementation
Equipment Configuration
Card and/or Port Requirements
Power
Cabling
Floor Space
Rack Placement
Internal Client Services
Open Trouble Tickets
Track Trouble Tickets
Take Tickets to Resolution
Troubleshooting Tools
Vendor Specific Solutions
Log Files
Home Grown Scripted Solutions
Security Techniques
Intrusion Detection
Anomaly Identification
Threat Mitigation
Corporate Security Standards
Project Management
Develop Project Roadmap = Develop Milestones
Manage Project Roadmap = Manage Milestones
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write Technical Requirements
Develop Use Cases
Budget Responsibility
Sales
Sales
Prospecting = New Business
Business (B2B) = Commerical Accounts
Consumer (B2C)
Global Accounts
Government (B2G)
Non-profit
Hospitals
Resellers
Sales Type
Lead Generation
Presales
“Inside = TeleSale, TeleMarketing, Call Center Sales”
“Direct = Outside, National Accounts”
Inbound
Business Development
Sales Cycle
“Transactional sales - Short sales cycle = High volume, low price”
“Consultative - Complex sales, longer sales cycle”
Annual Quota
$100K
$200K
$250K
$300K
$400K
$500K
$750K
$1M
$2M
$3M
Quota Attainment
90%
95%
100%
105%
110%
115%+
Account Management = Existing Customers
Maintain client relationship/satisfaction
Obtain product feedback
Resolve customer/product issues
Renew current product/service
Monthly revenue/bookings quota
Monthly contract renewal units quota
Presentations
Large groups
C Level Executives
“Executives = VPs, Directors”
Purchasing = Procurement
Contract Management
Proposal preparation
On-going management of customer contractual agreements
Territory Management = Pipeline Management
Sales Forecasting = pipeline forecast
Business Plan Development = Strategic plan development
Prepare Account Status Reports
Manage Customer Account Team
Sales
Service
Technical support
Training = Performance Enhancement programs
Needs Assessments
Define Program Objectives
Curriculum Development
Instructional Modules = Instructor's guide
Participant's guide
Case Studies
Exercises
Presentations
Training aid development
Handbooks
Demonstration models
Multi-media visual aids
Computer Tutorials
Reference Books
“Web based, e-learning = Multi-media support”
Flash
Authorware
Dreamweaver
HTML
Vendor Management
Trainer certification
Schedule Training Classes
“Training Delivery, Facilitation”
Classroom delivery
Kick-offs
Ice-breakers
De-briefs
Product details
Sales processes
Online Delivery
TTT = Train the trainer
Establish Training Evaluation Criteria
Customer feedback analysis
Define evaluation metrics = performance requirements
Analyze results
Suggestion performance enhancements
Feedback to trainers and presenters
Adult education principals and theories
Capacity planning

[0152]

TABLE B
Technology Taxonomy Layout
Profession = Software Engineering
Project Leader = Project Management in the Software Engineering
profession?
Development Methodologies (Need to determine best location for this
subject)
CMMI
Extreme Programming
Six Sigma
ISO 900
Waterfall
RAD—Rapid application development
JAD—Joint application development
Project Planning = Systems Business Analysis
Buy versus build analysis
Risk assessment
Cost benefit analysis
CASE Tools
Write business proposals
Project Management
Develop Project Roadmap = Develop Milestones
Microsoft One Note
Microsoft Project
Quick Books
SureTrak
Act!
Manage Project Roadmap = Manage Milestones
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write technical requirements
Develop and maintain training manuals
Write procedure manauls
Write software simulations
Develop Use Cases
Systems Design
Develop Workflow/Business rule development
System Interaction Analysis
Establish System Configuration
Establish System Performance
Design Documentation
System Diagrams
CASE Tools
Installation Guidelines
CASE Tools
System Builds
CASE Tools
Determine Security Needs
Conduct security audits and risk analysis
Application level vulnerability testing
Analyze security logs and respond to incidents
Security code reviews
Recommend and enforce security directives
Discover unexpected threat scenarios
Integrate and manage information security technology
Design Application Framework
Database Design = Database Architecture
Data Modeling
Erwin
Oracle Design
Data Warehousing
“Extract, Transform, Load (ETL)”
Star Schema
On-line Analytical Processing (OLAP)
Microstrategy
Relational Database
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Hierarchical Database
IMS
OOD = Object Oriented Database Management Systems
ObjectStore
Versant
Embedded Database
Berkeley DB
HSQLDB
Development/Implementation
Programming Language
Object Oriented Programming Language
C++
Small Talk
Imaging Expression
C #
J #
VB.Net
Java
J2SE
JDBC
Swing
Java Beans
J2ME
J2EE
JSP
Servlets
JMS
EJB
C
PHP
Visual Basic
HTML
DHTML
XHTML
XML
XPath
XSD—XML Schema Definition
XSLT
Active X
ADO
Python
Fortran
Cobol
SQR
EXLT
Bash
Scripting Language
Shell
Perl
REXX
OWK
Java Script
RPG
ABAP
Tools
FileNET
PowerBuilder
DataFlex
Tasking M16C
Intel
Agile
Database Development = Production Database (?)
Relational Database
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Hierarchical Database
IMS
OOD = Object Oriented Database Management Systems
ObjectStore
Versant
Embedded Database
Berkeley DB
HSQLDB
OS = Operating System
Unix
AIX
A/UX
ArchBSD
BSD/OS
Coherent
Darwin
Digital Unix
ESIX
FreeBSD
Helios
Interactive Unix
LynxOS
MachTen
Minix
NetBSD
QNX
Reliant Unix
SINIX
SunOS
Topix
Ultrix
Unixware/Univel
Linux
MAC OSX
Solaris
MAC OS
MAC OSX
Netware
Sun
Solaris
MVS—Multiple Virtual Storage
Windows
2000
2003
XP
NT
98
Novell
VMS
VAX
AS-400
Networks
Hardware
Routers
Cisco ICM
Cisco 7500
Cisco 7200
Cisco 3700
Cisco 3600
Cisco 2600
Cisco 2500
Avaya
Switches
Cisco ICM
Cisco Catalyst 5000
Cisco Catalyst 6500
Cisco Catalyst 6000
Cisco Catalyst 5500
Cisco Catalyst 4000
Cisco Catalyst 3500
Cisco Catalyst 2900
Cisco Catalyst 3548
Spanning Tree
Avaya
Gateways
Bridges
Servers
Remote Access Servers
Terminal Servers
Domain Servers
Application and Device servers
Windows 2003
Citrix MetaFrame
Exchange 2003
Web server
Hubs
Cisco
Avaya
NIC
Cisco
Avaya
Ethernet Boards
CSU/DSU
Printers
Environments
LAN
Ethernet
Token Ring
WiFi
SAN (?)
802.11
NAT—Network Address Translation (?)
Netware 6 (Novell LAN OS)
VLAN = Virtual Local Area Network
WAN
T1
T3
WiMAX
FDDI
OC3
OC12
OC48
Sonet
ISDN
DSL
Docsis
FrameRelay
SAN
CAN
VPN
PPTP—Point-to-Point Tunneling Protocol
HAN
Client/Server = Computer Networks
MS Windows NT
MS Windows 2000
SQL-7
IIS Server
Windows XP
Oracle
NFS = Network File System
Telecommunications = Telephony
Data
Voice
Video Conferencing
PBX
IP PBX
Unified messaging
Polycom
IP Video conferencing
Frame Relay
ISDN
DS3
VoIP
Signaling Protocols
SIP = Session Initiated Protocol
H.323
MGCP
NCS
TGCP SIP
SIP-T
ISTP
CMSS
Signaling interoperable
SS7
BRI = Basic Rate Interface
Voice codec
G.711
G.729
Video conferencing
Video streaming
Echelon = LonWorks networks
Network Protocols
Internet Protocols
TCP/IP
UDP/IP
IP multicast
IPSec = Internet Protocol Security
ARP
DNS
SNMP
SMTP = Simple Mail Transfer Protocol
ESTMP = Extended Simple Mail Transfer Protocol
ICMP
IPv6
IPSEC
HTTP
SSL
FTP
PPP—Point-to-point protocol
SDLC = Synchronous data link control
HDLC = High-level data link control
H.323
POP3 = Post Office Protocol 3
IP Routing Protocol
OSPF
RIP = Routing Information Protocol
RIP2
ODR
EIGRP = Enhanced Interior Gateway Routing Protocol
IGRP = Internet Gateway Routing Protocol
BGP = Border Gateway Protocol
ATM = Asynchronous Transfer Mode
IPX = Internetwork Packet eXchange
DHCP = Dynamic Host Configuration Protocol
MGCP = Media Gateway Control Protocol
LDAP = Lightweight Directory Access Protocol
NNTP = Network News Transfer Protocol
OSI Model
EIGRP
WINS
MPLS
AppleTalk
LocalTalk
HSRP = Hot Standby Router Protocol
IPX
NetBeui
WAP—Wireless Application Protocols
Bluetooth
PCI
PCI-X
Samba
TLS—Transport Layer Security
Network Management Software
Firewalls
Enterprise
Home
Cisco PIX
HP Openview
Checkpoint
Nokia
IBM Tivoli
Lucent VitalSuite
CA Unicenter
Concord Communications eHealth
Security
PKI—Public Key Infrastructure
Windows 2000
Application Framework
.NET
ADO.NET
ASP.NET
.NET Compac framework
J2EE
Weblogic (?) = BEA Weblogic
Testing = Quality Assurance = Integration Testing
Test Plan Development
Test script creation
Win Runner
JUnit
Load Runner
Test Director
Execute certification Test = System Testing
Load Testing
Load Runner
Regression Testing
Implementation = Deployment
Installation
Configuring
System checks in production
Operations Management
System Maintenance = System Administration
Performance Measurement/Monitoring
System Backup
System Recovery
Capacity Planning
Enterprise Resource Planning
Load Balancing
Database Administration
Installation
Configuration
Data loading
Data replication practices
Data distribution
RDBMS backup & recovery
Connectivity
ODBC = Open database connectivity
JDBC = Java database connectivity
User Interface Design = UI Design = UI Designer
Conceptual Design
Information Architecture = Site Architecture
Site Map development
Page Flow development
Wireframe development
Visio
Style sheet development
CSS—Cascading Style Sheet
CSS1—Cascading Style Sheet Level 1
CSS2—Cascading Style Sheet Level 2
Should we point to programming languages from here as well?)
Visual Design
PageMaker
Illustrator
Flash
Macromedia - Fireworks
Cold Fusion
Macromedia DreamWeaver
Photoshop
Fireworks
Visual Studio (here or in development?)
VSS = Visual Source Safe (placement?)
Content Management (placement?)
MCMS = Microsoft Content Management Server
Interwoven
Documentum
Plumtree
BEA Weblogic(?)
Help Desk Support
Networks (point to network section)
Work stations
OS (point to OS section)
Applications
MS Windows
MS Office
Lotus Notes
Proprietary Software
Personal Communication Devices
PDAs
Cell Phones
Schedule Office moves
Phone Support
30-40 average calls per day
40-50 average calls per day
50-60 average calls per day
60-70 average calls per day
70-80 average calls per day
Procurement
Hardware
Software
Wireless Equipment
Servers
RAS—Remote Access Server
SMS—Systems Management Server
Vendor negotiations
Systems Operation
Project Management (Point)
Database Design = Database Architecture (Point)
Development (Database Development & Programming Languages)
Implement code
Testing (Point?)
Document Business processes
Database Administration (Point)
Querying
Access Brio
Cognos
Business Objects
Report Creation
SQL
Crystal
Report Generation
Data Analysis
SPSS
SAS
System Support
Finance & Accounting
Epicon
Great Plains
Solomon
Hperion
Cognos
Human Resources
Kronos
IVIS
Paychex
Applicant Tracking Systems
Brass Ring
Taleo
“Alexus 5, by Alexus International”
“Brassring Enterprise, by BrassRing Systems, Inc.”
“E*TRACK System, by Virtual Edge, Inc.”
“HireEnterprise, by Hire.com”
“Hiring Gateway, by Yahoo! Resumix”
“HodesIQ, by Bernard Hodes Group”
“HRSmart, by HRSmart”
“IRecruiter, by iCIMS”
“Kenexa Recruiter, by Kenexa”
“Peopleclick XG, by Peopleclick”
“Recruiting Solutions, by Peoplesoft”
“Recruitmax, by Recruitmax”
“Recruitsoft Enterprise Staffing Solution, by Recruitsoft”
“Webhire Recruiter, by Webhire”
Sales & Marketing
Saleforce.com
CRM
Siebel
PeopleSoft
Questions:
Sharepoint (Portal Server)
SSH—Secure Shell
OCR or other complex pattern recognition
Windows SDK and Win32 API
Network Engineering
Network Design/Architecture = Network Topologies
Documentation
Diagrams
Standard operating procedures = SOP
Work instructions
Upgrade and replacement analysis
Network System Design
Capacity planning
Create detailed designs
Multi-vendor & multi-protocol internet working design experience
Carrier class environment
Attend technical planning and review meetings with project team
Network design
Schematics
Site/equipment
Configurations
Service spreadsheet tables
Technical overview write-ups
Cost optimization studies
Circuit layout record = CLR
Design layout record = DLR
Review policies and procedures and recommend improvements
Improve performance and sustainability of network designs
Track project activities
Technical review of maintenance activities
Responsible for integrity of site architecture
Ensure virtual team is knowledgeable of client site configuration
and applications
Integrate product portfolio with third party hardware and
software
Control costs
Network Development
Environments
LAN
Ethernet
Token Ring
WiFi
SAN
802.11
NAT = Network Address Translation
Netware 6 (Novell LAN OS)
VLAN = Virtual Local Area Network
WAN
T1
T3
WiMAX
FDDI
OC3
OC12
OC48
Sonet
ISDN
DSL
Docsis
FrameRelay
SAN
CAN
VPN
PPTP—Point-to-Point Tunneling Protocol
HAN
Client/Server = Computer Networks
MS Windows NT
MS Windows 2000
SQL-7
IIS Server
Windows XP
Oracle
Global Networks
Telecommunications = Telephony
Data
Voice
Video Conferencing
BX
PBX
IP PBX
IVR Systems
Unified messaging
Polycom
IP Video conferencing
Frame Relay
ISDN
DS3
VoIP
Signaling Protocols
SIP = Session Initiated Protocol
H.323
MGCP
NCS
TGCP SIP
SIP-T
ISTP
CMSS
Signaling interoperable
SS7
BRI = Basic Rate Interface
Voice codec
G.711
G.729
Video streaming
Echelon = LonWorks networks
Network Installation and Integration
Hardware Installation
Routers
Cisco ICM
Cisco 7500
Cisco 7200
Cisco 3700
Cisco 3600
Cisco 2600
Cisco 2500
Avaya
Switches
Cisco ICM
Cisco Catalyst 5000
Cisco Catalyst 6500
Cisco Catalyst 6000
Cisco Catalyst 5500
Cisco Catalyst 4000
Cisco Catalyst 3500
Cisco Catalyst 2900
Cisco Catalyst 3548
Spanning Tree
Avaya
Gateways
Bridges
Servers
Remote Access Servers
Terminal Servers
Domain Servers
Application and Device servers
Windows 2003
Citrix MetaFrame
Exchange 2003
Web server
Hubs
Cisco
Avaya
NIC
Cisco
Avaya
Ethernet Boards
CSU/DSU
Multiplexers
Asynchronous/SONET
T1
DS1
DS3
E1
Digtal loop carrier
SLC 96
Series 05
Litespan
FTTP
Printers
Network Protocols = Configuration
Internet Protocols
TCP/IP
UDP/IP
IP multicast
IPSec = Internet Protocol Security
ARP
DNS
SNMP
SMTP = Simple Mail Transfer Protocol
ESTMP = Extended Simple Mail Transfer Protocol
ICMP
IPv6
IPSEC
HTTP
SSL
FTP
PPP = Point-to-point protocol
SDLC = Synchronous data link control
HDLC = High-level data link control
H.323
POP3 = Post Office Protocol 3
IP Routing Protocol
OSPF
RIP = Routing Information Protocol
RIP2
ODR
EIGRP = Enhanced Interior Gateway Routing Protocol
IGRP = Internet Gateway Routing Protocol
BGP = Border Gateway Protocol
Telecommunications Transport Standards
B82s
AMI
STS-1
T-1
T-3
OC-N
TR008
TR303
D4
2B1O
BRI
PRI
ESF
SF
Uni-directional rings
Bi-directional rings
Mixing Equipment
D4
M13
IDLC
ATM = Asynchronous Transfer Mode
IPX = Internetwork Packet eXchange
DHCP = Dynamic Host Configuration Protocol
MGCP = Media Gateway Control Protocol
LDAP = Lightweight Directory Access Protocol
NNTP = Network News Transfer Protocol
OSI Model
EIGRP
WINS
MPLS
AppleTalk
LocalTalk
HSRP = Hot Standby Router Protocol
IPX
NetBeui
WAP = Wireless Application Protocols
Bluetooth
PCI
PCI-X
Samba
TLS = Transport Layer Security
Scripting Languages
PERL
Shell
Python
Network Management Software
Firewalls
Enterprise
Home
Cisco PIX
HP Openview
Checkpoint
Nokia
IBM Tivoli
Lucent VitalSuite
CA Unicenter
Concord Communications eHealth
Security
Develop network intrusion detection system
System Watch
Alert Console
Security Agent
Implement network intrusion detection system
Anomoly identification
Threat mitigation
PKI = Public Key Infrastructure
Windows 2000
Testing
Proof of concept
Performance testing
Management tools
NetScout
Diagnostic tools
Certify production ready
Troubleshooting
Build complex test labs
Execute test plans
Develip in depth test procedures and concepts
Network Maintenance
Anti-virus programs
Monitoring
Load balancing
Cisco CSS
Radware WSD
Replication Solutions
Web caching
Transaction monitoring
Network compression
Automatic failover
Traffic management
Network surveillance
Issue triaging
Circuit testing and repair
Router configuration management
Hardware replacement
Network Administration
Domain name registration
IP address assignment
Log monitoring
DNS Administration
Infrastructure port assignment and patching
Racking hardware
Manage system back-up
Network recovery
Redundant network connectivity and operation
Add and delete users
Customer Service = CS
Open trouble tickets
Track trouble tickets
Resolve trouble tickets
Collect & evaluate customer requirements
Implement customer rule sets within requirements
Accept new customer sites
Decommission customer sites
Act as a point of escalation for customer
Maintain regular client communication
Lead technical customer meetings
Project Management
Develop Project Roadmap = Develop Milestones
Microsoft One Note
Microsoft Project
Quick Books
SureTrak
Act!
Manage Project Roadmap = Manage Milestones
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write technical requirements
Develop use cases
Telecommunications Engineer
Network Access Designs
Traditional Land Lines
DSL
VOIP
Wireless
Internet
Interactive Voice Response = IVR
Voice Recording
Concept
Proof-of-Concept
Prototype
Build Telecom Networks
Network Protocols and Technologies = Routing Protocols =
Fiber Optic Transport Systems
Physical Media = Hardware = Devices = Encoding
ISDN
PDH
T-carrier
RS-232
SDH
SONET
Data Link Layer = Data Transfer
ARP
Ethernet
FDDI
HDLC
PPP
Token Ring
Network Layer = Router = Flow Control = Segementation
X.25
Frame relay
ATM
MPLS
Signalling System 7 = SS7 = C7 = CCIS7
ICMP
IP
IPv4
IPv6
IPX
Routing Protocols
EGP
BGP
EIGRP
IGRP
IS-IS
RIP
OSPF
Transport Layer = Data Transfer to End Users
SPX
TCP
UDP
SCTP
RTP
Presentation Layer = Delivery = Formatting of Application
HTTP/HTML
ASN.1
XML
TDI
SNMP
FTP
Telnet
SMTP
Application Services
TCP/IP
SIP
FTP
HTTP
SNMP
SMTP
Telnet
XMPP
Jabber
Programming Languages
JAVA
J2EE
C
C#
C++
XML/XSL
HTML
VB.NET
Vendor Systems
Avaya
PBX
Definity
G3R
Multi-Vantage
Genesys CTI
Intuity
Switching
Telephone Equipment
AT&T
Route-It
VPN
Network Based
Premise Based
VoIP
Cisco
Call Manager
Unity
Conferenceing/Meetingplace
ICM Routing & Sorting
Switches
LAN/WAN
Aspect
Uniphi Suite
IVR
Call Center
PSTN
IP
Nortel
PBX
Meridian
Norstar
Switching
VoIP
Lucent
VoIP
Optical Networking
NEC
Aspire
Electra Elite IPK
DS1000/2000
Infoset408
i-Series
IP-PBX
Switch/Router
Toshiba
Strata
IVR
Voice Processing
Fujitsu
Mobile/Wireless Networks
Switching
Routers
Vodavi
Starplus
SiemensAG
Rolm
Mitel
Telephones
Peripherals
Ericsson
Mobile Core Products
Panasonic
Telephones
Asterisk
PBX
Commercial Telephony Interfaces
Dialogic
Aculab
Pika Technologies
MCI
ACES
ICON
MECCA
F&E
SiteVu
INM
Tarantella
Installations = Implementation
Equipment Configuration
Card and/or Port Requirements
Power
Cabling
Floor Space
Rack Placement
Testing
Evaluation
Product Verification
Build Complex Test Labs
Remote Circuit Testing Equipment
Digital Lightwave
Eastern Research
Acterna
Maintenance
Enhancement Coordination
Large Scale Moves
System Upgrades
Installations = Implementation
Equipment Configuration
Card and/or Port Requirements
Power
Cabling
Floor Space
Rack Placement
Internal Client Services
Open Trouble Tickets
Track Trouble Tickets
Take Tickets to Resolution
Troubleshooting Tools
Vendor Specific Solutions
Log Files
Home Grown Scripted Solutions
Security Techniques
Intrusion Detection
Anomaly Identification
Threat Mitigation
Corporate Security Standards
Project Management
Develop Project Roadmap = Develop Milestones
Manage Project Roadmap = Manage Milestones
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write Technical Requirements
Develop Use Cases
Budget Responsibility

[0153]

TABLE C
Professional Group  Profession Skill Bucket Skill 1 Skill 2 Skill3 Skill 4
Customer Service
Customer Service Customer Solutions = Tier 1 Call reason resolution
Answer product feature questions
Explain rate/Pricing plans
Activate new accounts
Administer change requests
Issue credit for billing errors = Adjust consumer accounts
Establish payment arrangements within established guidelines
Upsell additional products and services
Carry monthly sales quotas
Customer Resolution
Respond to telephone inquiries
Phone support
30-40 average calls per day
40-50 average calls per day
50-60 average calls per day
60-70 average calls per day
70-80 average calls per day
Respond to written inquiries
Chat room response support
Issue research = Problem trouble shooting
Internal Departments
External Vendors
Field Personnel
Service Delivery Departments
Root cause determination
Technical Support
Analyze Network Outages
Identify Trends and Problem Areas
Troubleshoot/replicate issue
Research/Identify solutions
Implement or assign resolution responsibility
Inform customer of resoltuion
Problem resolution communications to customers
Pre-sale Support
Respond to information request about technical product RFP/RFI
Present technology to customers
Prepare cuestomer presentations
Review Cost Information
Post-sale Support
Track New Installations = Orders
Escalate as Necessary to Expidite Installation
Call Center Strategic Placement
Insource support plan analysis
Outsource support plan analysis
Domestic location research
Off-shore location research
Set Call Center Staffing Strategies = Hiring Strategies
Call Center Management
Customer interacting staff
Back office processing staff
Operational support
Call Center Operations
Set call routing strategy = Workflow management
Conduct & Interact with complex scripting
Customer Attributes
Call Center Queues
Provision call routing
Create networking allocations and routing scripts
Special planned closings
Segment transition site moves
Site openings
Disaster recovery
Develop & Maintain Voice Systems Documentation
IVR Design documents
Call flows
Usability lab test results
Call routing override process & procedures
Business continuation documentation
Perform benchmark strategies to improve consumer experience
Monitor ongoing call allocation
Recommend routing changes and updates
Program Management
Product and marketing program distribution to sales and service channels
Coordinate with training the development of needed support documents
Resource allocation of call center sales and service representatives
Manage product and program compliance against standards and
regulatory requirements
Facilitate program selection and prioritization
“Track, measure and report on the progress of projects/programs”
Ensure best practices procedures
Identify best practices
Develop and drive process improvements
Resource optimization and pipeline management
Establish and maintain quality and standards
Consistently reach corporate and center objectives
Training = Performance Enhancement programs
Management Training
Skills assessment
Skills Training
Product Training
Curriculum Development
Instructional Modules
Training aid development
Handbooks
Demonstration models
Multi-media visual aids
Computer Tutorials
Reference Books
“Web based, e-learning = Multi-media support”
Flash
Authorware
Dreamweaver
HTML
Vendor Management
Trainer certification
Schedule Training Classes
“Training Delivery, Facilitation”
TTT = Train the trainer
Classroom delivery
Kick-offs
Ice-breakers
De-briefs
Product details
Sales processes
Establish Training Evaluation Criteria
Customer feedback analysis
Define evaluation metrics = performance requirements
Analyze results
Suggestion performance enhancements
Feedback to trainers and presenters
Adult education principals and theories
Capacity planning
Productvity Reporting
Analyze Data
Average time of outstanding issues
Average call handling time
Average calls handled per associte per day
Incentive payment reporting
Finance
Accounting
General Accounting
Revenue
Revenue Recognition Management
Accrual/GAAP Compliance
CPFF = Cost plus fixed fee
T&M = Time and Material
CIP = Construction in Process
Ratably
Per Contract
Cash Method
Calculate Cost of Sales & Gross Margins
Maintain Deferred Revenue schedules
Order/Contract Management
Confirm Delivery of Service
Credit & Collections
Process credit applications and approve credit limits
Collect past due accounts via phone
Issue past due account reports to Sales & Customer Service
Database Management of calls and collections
Billing = Invoicing
Set-up Revenue Support Tables
Recognition
Deferred Schedules
Produce invoices and credit memos
CPFF = Cost plus fixed fee
T&M = Time and Material
CIP = Construction in Process
Receivables Management
Day Sales Outstanding = DSO
Research Customer payment discrepancies
Merchant Vendor Management
Expenses
Accounts Payable = Disbursements
Bank liaison
Outstanding check list management
Positive pay submission
Vendor Class Tracking
Employees
General Vendors
Consultants/Contractors
Issue 1099s
Payable aging analysis
Vendor Management = Vendor Invoice Payables
Reconcile Procurement Card (P-Card) Charges and review
accuracy
Manage corporate American Express account for accuracy
Verify purchase prder funds available for payments
Code invoives with general ledger accounts
Verify accurate/valid charges
Enter data into Accounting System
Expense Reports = T&E = Travel & Entertainment Expense
Code with general ledger accounts
Verify receipts
Enter data into accounting system
Establish & enforce expense reimbursement guidelines
Check processing
Payroll
Process time cards
Accounting System Data entry
Initiate pay checks or Direct Deposit
Produce monthly reports supporting payroll expense & liability
accruals
Wages = Earnings
Commission Payment
Bonuses
Stock Options
Taxes
Income taxes
Social Security taxes
Unemployment
Workers compensation
Paid time off (PTO) = Vacation
Disability
Taxable & non-taxable fringe benefits
Other Deductions
Manage payroll vendor
Deduction reconciliation to General Ledger
Operating Expenses
Marketing Expenses = Customer acquisition and retention programs
Direct Mail
E-mail Campaigns
Television Advertising
Print Advertising
Industry Events = Trade Shows
Travel
Office Supplies
Sales Support
Quarterly Sales Contest
Travel
Office Supplies
G&A = Administrative = Overhead
Legal
Finance
Benefits
Travel
Office Supplies
Capital Expenditures
Maintain Fixed Asset schedules and calculations
Asset Acquisition
Asset Depreciation
Asset Transfers
Asset Disposal
Net working capital
Add backs
Establish and enforce Fixed Asset policies and procedures
Balance Sheet Accounting
Cash Receipt Management
Prepare Daily Deposits
Apply Cash receipts to customer accounts
Fixed Assets
Inventory Management
Procurement
Negotiate cost and contract terms
Approve and Release Purchase Order funding
Accounts Receivable
Manage write-off schedules
Forecast Bad Debt Expense
Bank Statement Reconciliation
Corporate Accounting
Tax Reporting and filing
Prepare and reconcile quarterly and year-end tax reports
Corporate Sales & Use Tax = Income Taxes
Federal
State
Local
Property Tax
Franchise Tax
Excise Tax
Payroll Tax
File Federal Unemployment tax forms = Form 940
File Quarterly Tax return forms = Form 941 = FICA Tax Rate &
Wages
Federal
State
Local
Benefit Tax = Fringe Benefit Tax
“Support Federal, State, & Local compliance audits”
“Review tax implications of Mergers, acquisitions, and divestments”
Prepare deferred tax schedules
Prepare Tax plans and present recommendations to Management
Document policy and procedures for tax department manuals
Forecast Tax income and liability
“Prepare analytical studies on historical, forecast, and pro-forma tax data”
Support Government Tax audit
File and Maintain Business Licenses
Intercompany Pricing Study
Audit Management
Select External Auditors
Lead support of external audits
Coordinate external audit documentation with internal departments
Perform monthly internal audits
External Reporting = Investor Relations
Press Release data support
Fact Sheet development
Regulatory Filings
SEC Filings
10 - K
10 - Q
Board Presentations
Shareholder Call/Analyst Call preparation
Financial Statement Development
Balance Sheet Trend & Variance Analysis
Income Statement Trend & Variance Analysis
Cash Flow Statement Trend & Variance Analysis
Profit & Loss Statement Trend & Variance Analysis
Calculate earnings
Calculate EBITDA
Compliance Management = Administrative Regulations = Regulations
FAS = Financial Accounting Standards
Sarbanes-Oxley = SOX
Generally Accepted Accounting Principles = GAAP
FAR = Federal Acquisition Regulations
DFARS = Defense Acquisition Regulation Supplement
CAS = Cost Accounting Standards
TEFRA = Tax Equity Fiscal Reform Act
Equity Analysis
Capitalization Tables
Statement of Shareholder Equity
Retained Earnings
Fixed Asset Tables
Warrants
Earnings per Share
Treasury Management
Cash Management
Overnight investing
Analyze investment alternatives
Maintain broker relationships
Develop short and long-term cash forecast models
Monitor cost effectiveness of treasury functions
Hedging
Investments
Bank fees
Line of credit
Establish signing authority and maintain appropriate documentation
Portfolio Accounting
Manage portfolio
Multiple cash accounts
Co-investments
REIT
Real Estate investments
Yield Analysis
Provide portfolio data for Financial Statements
Debt covenant compliance
General Accounting
Lead Audit Engagement
Scope and plan audits
Design Test Plans
Execute Test Plans = Execute Audit Procedures
Identify Risks
Document Controls
Write Reports and Prospective Analysis
Present Results to Management
Perform Tax Audit
Analyze accounting records for tax compliance
Identify owed penalties and interest
Prepare audit reports
Make Sales and Use tax ordinance and regulation recommendations
Tools
ACL
CAAT
Financial Planning = Capital & Operating Budget Preparation
Prepare annual budgets and quarterly forecast
Revenue
Develop based on market and product line offerings
Forecast revenue in accordance with GAAP/accrual accounting
Forecast Cash/bookings
Document assumptions
Review assumptions and budget targets with functional departments
Present budget/forecast to executive management
Operating Expenses
Analyze revenue and margin requirements
Forecast expenses in accordance with GAAP/accrual accounting
Document assumptions
Review assumptions and budget targets with functional departments
Present budget/forecast to executive management
Capital Expenditures
“Analyze revenue, expense, and margin requirements”
Document assumptions
Review assumptions and budget targets with functional departments
Present budget/forecast to executive management
Business Development
Merger & Acquisition = Corporate Financial Analysis
Valuation Modeling
New Capital Markets
Working Capital
Liquidation Profile
Treasury Plan
Asset Valuation
Due Diligence review
On-site operations review
Document on-site findings
Financial Statement Analysis
Review reporting processes and procedures
Review supporting documentation/schedules
Confirm industry reporting regulation compliance
Quality of earnings analysis
Financial Analysis
Financial Reporting = Performance Analysis
Actual results to Budget/Forecast/Plan Variance Analysis
Develop cost reduction strategies
Trend Analysis = Behavioral Reporting
Cash burn rate
Revenue performance
Expense performance
Seasonality performance analysis
Website Analytics = Website statistics analysis
Total and unique visitors
Path Analysis
Sales per visit
Account Management
Company specific Key Performance Indicators = KPIs
Sales channel performance analysis
Call Center Performance Reporting
Present Results to Executive Management
Contract Performance Analysis
Ensure attainment of customer and product margins
Schedule Delivery compliance
Receipt and Payment Schedule analysis
Post Mortem Campaign/Program Analysis
Actual performance compared to Business Case assumptions
Business Case Development
Pricing Analysis
Review customer Request for Proposal (RFP)
Recommend strategic pricing initiatives
Perform market and competitive analysis
Develop pricing sensitivity models
Present assumptions and risk assessment
Programs/Campaign Analysis = Sales & Marketing programs
Cost/benefit analysis
Review assumptions with Marketing/Sales
Approve campaign and programs
Capital Expenditure Analysis
Rate of return analysis = Return on Investment Analysis = ROI
Analysis
Modeling
Statistical
Logistic regression
Decision Tree
Neural Network (pattern recognition)
Tools
ERWin
Star
Snowflake
Risk Management = Financial Operations
Design & implement processes = Establish and enforce best practices
Process diagnosis = process improvement
Review new proposals and assess risk
Finance System Operations & Database Management = Data warehouse
management
Project Management
Requirements gathering
Design/document workflows
Planning system support
Standards
COBIT = Security & Control practices
PMBOK = Project Management Body of Knowledge
Earned Value = Measures project process in monetary terms
Develop and support data marts
Data Mining
Data Analysis
SAS
SPSS
Database administration/Database modeling
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Report creation
SQL
Business Objects Crystal
ReportSmith
Access Brio
Cognos
Report generation
Software support
Epicor
Microsoft Great Plains
Microsoft Solomon
Hyperion
Essbase
Cognos
Cognos Cube
SAP
Bravo = database integration software
Khalix - budgeting a& forecasting
Timberline = real estate & construction accounting
Adaytum = Enterprise Performance Planning (EPP)
Cashbook = Accounting System
Ariba = procurement support
Lacerte - tax preparation
Prosystem FX = tax preparation
ReportSmith
Microsoft Axapta = ERP solution
SYSPRO ERP
Everest
Microsoft Navision
Desktop Computer
Microsoft Office
Excel
Access
Powerpoint
Word
Lotus Notes
Human Resources
Human Resources
Recruitment/Staffing = Talent Acquisition
Resource planning = Organizational design = Workforce planning = Needs
assessment
Research
Forecasting
Analyze marketplace labor trends to determine impacts to organization
Competency modeling
Skills testing
Succession planning
Job analysis
Employee recruitment = Pipeline development
Advertising
Recruiter management = External Recruiters
Open house support
Interviewing/Screening candidates
“Employee selection, Pre-employment support/tracking”
Conduct reference checks
Conduct background checks
Negotiate offers
Obtain physical results
Establish start dates
Immigration status checks
Obtain security clearance evidence
Process employment paperwork
Develop offer letter
Complete any required testing
Coordinating space planning with facilities
Psychometrics
Intelligence testing
Personality testing
Vocational testing
Develop workforce diversity strategy
Develop workforce diversity initiatives
Monitor performance against diversity plans
Develop external diversity sourcing relationships
Regulatory Compliance
Support audits
Labor law
Tax
Social Security regulations
Federal Regulation
State Regulations
Workmen's Compensation
Affirmative Action
Disabilities Act
Government Employment Policies
FMLA
EEO guidelines = Equal Employment Opportunity Commission
EEO01 - Employer Information Report
VETS - 100 = Federal Contractor Veterans Employment Report
FCC 395
Documentation Management
Applications
Non-Disclosure Agreements
Resumes
Performance Reviews
Maintain Employee Statistics
Develop and Maintain Employee Handbook
“Level of recruitment - select, do not apportion, similar to
methodologies in technology”
“Executives = C level, VPs, Directors”
Professionals = mid-level
Campus = entry-level
Technical
Diversity
Compensation & Benefits
Salary Planning
Merit Increase forecasting
Cost of living increase analysis
Develop and administer employee performance review process
Develop Bonus & Incentive plans = Incentive plans = Variable Incentive
Plans
Sales
Non-Sales
Develop Reward and Recognition programs
Development
Implementation
Evaluation
Manage Stock grants
Manage relocation programs
“Manage external, outsource vendor”
Maintain policies
Pension Management
Medical Benefit Plan Administration = Healthcare Plan Administration
Vendor Management
Health
Life
Dental
Vision
Contract Negotiation
RFP Development
Employee & Labor Relations = Learning & Development = Employee
Development
Relationship building = interpersonal skills
Counseling = Coaching Skills = Leadership coaching
Development models & techniques
Career Development = Career Management guidance
Evaluation Tools
Employee Opinion Surveys
Exit strategy interviews
Performance Management evaluation tools
Mentoring program development
Develop and implement employee performance plans
Manage employee events
Manage employee communications
Develop communication strategy
Write employee communications
Own policy handbook
Content development
Content review
Policy interpretation
Policy enforcement
Employee retention
Termination Analysis = Turnover rate analysis
Program development
Organizational Development concept knowledge
Organizational Behavior concept knowledge
HR System Operations
Project Management
Requirements gathering
Design/document workflows
Planning system support
Standards
COBIT = Security & Control practices
PMBOK = Project Management Body of Knowledge
Earned Value = Measures project process in monetary terms
RFP Development
Data collection methods
Paper questionnaire
Computer Aided Personal Interview
Computer Aided Telephone Interview
Database modeling (point)
Data Mining
Data Analysis
Database administration = System Maintenance (point)
Report creation
SQL
Business Objects Crystal
ReportSmith
Report generation
Software support
Hiresystems
Oracle HRIS
Webi
Application Tracking System Integration
Brass Ring
Taleo
“Alexus 5, by Alexus International”
“Brassring Enterprise, by BrassRing Systems, Inc.”
“E*TRACK System, by Virtual Edge, Inc.”
“HireEnterprise, by Hire.com”
“Hiring Gateway, by Yahoo! Resumix”
“HodesIQ, by Bernard Hodes Group”
“HRSmart, by HRSmart”
“IRecruiter, by iCIMS”
“Kenexa Recruiter, by Kenexa”
Lawson
“Peopleclick XG, by Peopleclick”
PeopleSoft
“Recruiting Solutions, by Peoplesoft”
“Recruitmax, by Recruitmax”
“Recruitsoft Enterprise Staffing Solution, by Recruitsoft”
“Webhire Recruiter, by Webhire”
Change Management
Change readiness assessment
Assessing organizational risks
Formulating leadership strategies
Guide change strategies within functional areas
Develop communication strategies
Culture assessment/alignment
Change acceleration programs
Measure and report results
Presentation
Management
New Hire groups
Asset Management = Site Location
Market Analysis
Labor cost
Available labor pool
Employment legislation
Real Estate Management
Building/Lease contract negotiations
Space Management
Facilities Management
Budget Management
Recruitment activities
Training
Benefits
Employee Programs
Labor cost by Department (cost per head)
Salary
Fringe Benefits
Overall
Training = Performance Enhancement programs
Management Training
Skills assessment
Skills Training
Product Training
Curriculum Development
Instructional Modules
Training aid development
Handbooks
Demonstration models
Multi-media visual aids
Computer Tutorials
Reference Books
“Web based, e-learning = Multi-media support”
Flash
Authorware
Dreamweaver
HTML
Vendor Management
Trainer certification
Schedule Training Classes
“Training Delivery, Facilitation”
TTT = Train the trainer
Classroom delivery
Establish Training Evaluation Criteria
Customer feedback analysis
Define evaluation metrics = performance requirements
Analyze results
Suggestion performance enhancements
Feedback to trainers and presenters
Adult education principals and theories
Capacity planning
Office Management
Office Management
General Administration
Answering Phones
Routing Calls
Taking messages
Back-up receptionist support
Receiving and distributing mail and deliveries
Greeting Visitors
Copying
Faxing
Ordering Office Supplies
Proof reading documents
Filter and prioritize department request
Maintain department contact list
Space planning
Coordinate moves
Assign workstations
Presentation development
Prepare/build in Powerpoint
Distribute as needed
Documentation support
Maintaining Correspondence
Forms
Letters
Spreadsheets
Maintain Documentation archive
Hard copy
Online Database Management
Human Resources Support
Tracking employee attendance and vacation
Submit Payroll
Prepare for new hire start
Order required equipment
Identify space
Set-up phone
Obtain required system access
Asset collection from former employees
Accounting Support
Order/Data entry
Generate invoices
Create Purchase Order request
Manage budget
Track Accounts Receivable
Track Accounts Payable
Code Invoices
Review invoices for accuracy
Obtain proper invoice payment approvals
Process invoices for payment
Department Asset Inventory Management
Business Travel
Make arrangements
Prepare travel and expense reports
Office Management
Ensuring office is OSHA compliant
Kitchen
Conference Rooms
Manage facilities vendors
Cleaning
Security
Utilities
Maintain Office Equipment
Calendar Management
Schedule internal meetings
Schedule Interviews
Schedule other external appointments
Coordinate site work
Meeting Coordination
Ensure conference room includes appropriate equipment
Provide beverages
Coordinate food when appropriate
Obtain call-in numbers for conference calls
Document meeting follow-up and actions
Event Support
Plan Employee Events
Plan conferences
Plan conventions
Manage Vendors
Project Manage event
Training Support
Research course availability
Arrange courses
Desktop Computer Skills
Microsoft
Outlook
Word
Excel
Powerpoint
Access
QuickBooks
Items handled outside of apportionment
Level Support
“CEO/President,”
“COO, CFO, Executive Vice President”
Functional Group Head
Functional Group Staff
Functional Area
Executive Offices
Sales
Marketing
Finance
HR
Engineering
Technology
Software Engineering
Development Methodologies
CMMI
Extreme Programming
Six Sigma
ISO 900
Waterfall
RAD—Rapid application development
JAD—Joint application development
Project Planning = Systems Business Analysis
Buy versus build analysis
Risk assessment
Cost benefit analysis
CASE Tools
Write business proposals
Project Management
Develop Project Roadmap = Develop Milestones
Microsoft Project
SureTrak
Project KickStart	ADD
Welcom Open Plan	ADD
Primavera Project Planner	ADD
PlanView Portfolio Manager Software	ADD
Manage Project Roadmap = Manage Milestones
Microsoft Project	ADD
SureTrak	ADD
Project KickStart	ADD
Welcom Open Plan	ADD
Primavera Project Planner	ADD
PlanView Portfolio Manager Software	ADD
Requirements Gathering	ADD
Write Functional Requirements	ADD
Write technical requirements
Develop Use Cases
Documentation and Training	ADD
Develop and maintain training manuals	ADD
Write procedure manauls	ADD
Write software simulations	ADD
Systems Design
Develop Workflow/Business rule development
System Interaction Analysis
Establish System Configuration	????
Establish System Performance	????
Design Documentation
System Diagrams
CASE Tools
Installation Guidelines
CASE Tools
System Builds
CASE Tools	ADD
Determine Security Needs
Design Application Framework
Database Design = Database Architecture
Data Modeling
Erwin
Oracle Design
Data Warehousing
“Extract, Transform, Load (ETL)”
Star Schema
On-line Analytical Processing (OLAP)
Microstrategy	????
Relational Database
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Hierarchical Database
IMS
OOD = Object Oriented Database Management Systems
ObjectStore
Versant
Embedded Database
Berkeley DB
HSQLDB
Development/Implementation
Programming Language
Object Oriented Programming Language
C++
Small Talk
Imaging Expression
C #
J #
VB.Net
Java
J2SE
JDBC
Swing
Java Beans
J2ME
J2EE
JSP
Servlets
JMS
EJB
C
PHP
Visual Basic
HTML
DHTML
XHTML
XML
XPath
XSD—XML Schema Definition
XSLT
Active X
ADO
Python
Fortran
Cobol
SQR
EXLT
Bash
Scripting Language
Shell
Perl
REXX
OWK
Java Script
RPG
ABAP
Tools
FileNET
PowerBuilder
DataFlex
Tasking M16C
Intel
Agile
Application Framework	ADD
.NET	ADD
ADO.NET	ADD
ASP.NET	ADD
.NET Compac framework	ADD
J2EE	ADD
Weblogic = BEA Weblogic	ADD
WebSphere	ADD
Oracle 9iAS	ADD
Relational Database	Make these all part of
development
Microsoft SQL Server
Oracle
Adabas
DB2
FileMaker Pro
Informix
Ingres
Interbase
Microsoft Access
Progress
Sybase Adaptive Server
FirebirdSQL
MYSQL
PostgreSQL
Hierarchical Database
IMS
OOD = Object Oriented Database Management Systems
Object Store
Versant
Embedded Database
Berkeley DB
HSQLDB
OS = Operating System	Make this a skill under
the development skill bucket
Unix
AIX
A/UX
ArchBSD
BSD/OS
Coherent
Darwin
Digital Unix
ESIX
FreeBSD
Helios
Interactive Unix
LynxOS
MachTen
Minix
NetBSD
QNX
Reliant Unix
SINIX
SunOS
Topix
Ultrix
Unixware/Univel
Linux
MAC OSX
Solaris
MAC OS
MAC OSX
Novell Netware
Sun
Solaris
MVS—Multiple Virtual Storage
Windows
2000
2003
XP
NT
98
VMS
VAX
AS-400
Networks
Hardware
Routers
Cisco ICM
Cisco 7500
Cisco 7200
Cisco 3700
Cisco 3600
Cisco 2600
Cisco 2500
Avaya
Switches
Cisco ICM
Cisco Catalyst 5000
Cisco Catalyst 6500
Cisco Catalyst 6000
Cisco Catalyst 5500
Cisco Catalyst 4000
Cisco Catalyst 3500
Cisco Catalyst 2900
Cisco Catalyst 3548
Spanning Tree
Avaya
Gateways	???? Need Details?
Bridges	???? Need Details?
Servers
Remote Access Servers
Terminal Servers
Domain Servers
Application and Device servers
Windows 2003
Citrix MetaFrame
Exchange 2003
Web server
Hubs
Cisco
Avaya
NIC
Cisco
Avaya
Ethernet Boards
CSU/DSU	???? Need Details?
Printers	???? Need Details?
Environments
LAN
Ethernet
Token Ring
WiFi
SAN
802.11
NAT—Network Address Translation
Netware 6 (Novell LAN OS)
VLAN = Virtual Local Area Network
WAN
T1
T3
WiMAX
FDDI
OC3
OC12
OC48
Sonet
ISDN
DSL
Docsis
FrameRelay
SAN
CAN
VPN
PPTP—Point-to-Point Tunneling Protocol
HAN
Client/Server = Computer Networks	ADD
MS Windows NT
MS Windows 2000
SQL-7
IIS Server
Windows XP
Oracle
NFS = Network File System
Telecommunications = Telephony “MOVE
THIS up to Skill level 1, under the network skill bucket”
Data	MOVE THESE up to skill level 2
Voice	MOVE THESE up to skill level 2
Video Conferencing	MOVE THESE up to skill
level 2
PBX	MOVE THESE up to skill level 2
IP PBX	MOVE THESE up to skill level 2
Unified messaging	MOVE THESE up to skill
level 2
Polycom	MOVE THESE up to skill level 2
IP Video conferencing	MOVE THESE up to
skill level 2
Frame Relay	MOVE THESE up to skill level 2
ISDN	MOVE THESE up to skill level 2
DS3	MOVE THESE up to skill level 2
VoIP	MOVE THESE up to skill level 2
Signaling Protocols	MOVE THESE up to skill
level 2
SIP = Session Initiated Protocol	MOVE THESE
up to skill level 3
H.323	MOVE THESE up to skill level 3
MGCP	MOVE THESE up to skill level 3
NCS	MOVE THESE up to skill level 3
TGCP SIP	MOVE THESE up to skill level 3
SIP-T	MOVE THESE up to skill level 3
ISTP	MOVE THESE up to skill level 3
CMSS	MOVE THESE up to skill level 3
Signaling interoperable	MOVE THESE up to
skill level 2
SS7	MOVE THESE up to skill level 3
BRI = Basic Rate Interface	MOVE THESE up
to skill level 3
Voice codec	MOVE THESE up to skill level 2
G.711	MOVE THESE up to skill level 3
G.729	MOVE THESE up to skill level 3
Video conferencing	MOVE THESE up to skill
level 2
Video streaming	MOVE THESE up to skill
level 2
Echelon = LonWorks networks
Network Protocols	“MOVE This up to level 1,
attache to Network skill bucket”
Internet Protocols	MOVE THESE up to skill
level 2
TCP/IP	MOVE THESE up to skill level 3
UDP/IP	MOVE THESE up to skill level 3
IP multicast	MOVE THESE up to skill level 3
IPSec = Internet Protocol Security	MOVE
THESE up to skill level 3
ARP	MOVE THESE up to skill level 3
DNS	MOVE THESE up to skill level 3
SNMP	MOVE THESE up to skill level 3
SMTP = Simple Mail Transfer Protocol	MOVE
THESE up to skill level 3
ESTMP = Extended Simple Mail Transfer Protocol
MOVE THESE up to skill level 3
ICMP	MOVE THESE up to skill level 3
IPv6	MOVE THESE up to skill level 3
IPSEC	MOVE THESE up to skill level 3
HTTP	MOVE THESE up to skill level 3
SSL	MOVE THESE up to skill level 3
FTP	MOVE THESE up to skill level 3
PPP—Point-to-point protocol	MOVE THESE up
to skill level 3
SDLC = Synchronous data link control	MOVE
THESE up to skill level 3
HDLC = High-level data link control	MOVE
THESE up to skill level 3
H.323	MOVE THESE up to skill level 3
POP3 = Post Office Protocol 3	MOVE THESE
up to skill level 3
IP Routing Protocol	MOVE THESE up to skill
level 2
OSPF	MOVE THESE up to skill level 3
RIP = Routing Information Protocol	MOVE
THESE up to skill level 3
RIP2	MOVE THESE up to skill level 3
ODR	MOVE THESE up to skill level 3
EIGRP = Enhanced Interior Gateway Routing Protocol
MOVE THESE up to skill level 3
IGRP = Internet Gateway Routing Protocol
MOVE THESE up to skill level 3
BGP = Border Gateway Protocol	MOVE THESE
up to skill level 3
ATM = Asynchronous Transfer Mode	MOVE
THESE up to skill level 2
IPX = Internetwork Packet eXchange	MOVE
THESE up to skill level 2
DHCP = Dynamic Host Configuration Protocol
MOVE THESE up to skill level 2
MGCP = Media Gateway Control Protocol
MOVE THESE up to skill level 2
LDAP = Lightweight Directory Access Protocol
MOVE THESE up to skill level 2
NNTP = Network News Transfer Protocol
MOVE THESE up to skill level 2
OSI Model	MOVE THESE up to skill level 2
EIGRP	MOVE THESE up to skill level 2
WINS	MOVE THESE up to skill level 2
MPLS	MOVE THESE up to skill level 2
AppleTalk	MOVE THESE up to skill level 2
LocalTalk	MOVE THESE up to skill level 2
HSRP = Hot Standby Router Protocol	MOVE
THESE up to skill level 2
IPX	MOVE THESE up to skill level 2
NetBeui	MOVE THESE up to skill level 2
WAP—Wireless Application Protocols	MOVE
THESE up to skill level 2
Bluetooth	MOVE THESE up to skill level 3
PCI	MOVE THESE up to skill level 2
PCI-X	MOVE THESE up to skill level 2
Samba	MOVE THESE up to skill level 2
TLS—Transport Layer Security	MOVE THESE
up to skill level 2
Network Management Software “	MOVE This
up to level 1, attache to Network skill bucket”
Firewalls	MOVE THESE up to skill level 2
Enterprise	MOVE THESE up to skill level 3
Home	MOVE THESE up to skill level 3
Cisco PIX	MOVE THESE up to skill level 3
HP Openview	MOVE THESE up to skill level 3
Checkpoint	MOVE THESE up to skill level 3
Nokia	MOVE THESE up to skill level 3
IBM Tivoli	MOVE THESE up to skill level 2
Lucent VitalSuite	MOVE THESE up to skill
level 2
CA Unicenter	MOVE THESE up to skill level 2
Concord Communications eHealth	MOVE
THESE up to skill level 2
Security
PKI—Public Key Infrastructure
Windows 2000
Testing = Quality Assurance = Integration Testing
Test Plan Development
Test script creation
Win Runner
JUnit
Load Runner
Test Director
Execute certification Test = System Testing
Load Testing
Load Runner
Regression Testing
Security Testing = Security Audit	ADD
Conduct security audits and risk analysis	ADD
Application level vulnerability testing	ADD
Analyze security logs and respond to incidents
ADD
Security code reviews	ADD
Recommend and enforce security directives
ADD
Discover unexpected threat scenarios	ADD
Integrate and manage information security technology
ADD
Implementation = Deployment	Change to just
Deployment
Installation
Configuring
System checks in production
Operations Management
System Maintenance = System Administration
Performance Measurement/Monitoring
System Backup
System Recovery
Capacity Planning
Enterprise Resource Planning
Load Balancing
Database Administration
Installation
Configuration
Data loading
Data replication practices
Data distribution
RDBMS backup & recovery
Connectivity
ODBC = Open database connectivity
JDBC = Java database connectivity
User Interface Design = UI Design = UI Designer
Conceptual Design
Information Architecture = Site Architecture
Site Map development
Page Flow development
Wireframe development
Visio
Illustrator	ADD
Powerpoint	ADD
Style sheet development
Visual Design
Visual Design Tools	ADD
PageMaker
Illustrator
Flash
Macromedia - Fireworks
Cold Fusion
Macromedia DreamWeaver
Photoshop
Visual Studio
VSS = Visual Source Safe
Content Management
MCMS = Microsoft Content Management Server
Interwoven
Documentum
Plumtree
Help Desk Support
OS = Operating system
Unix
AIX
A/UX
ArchBSD
BSD/OS
Coherent
Darwin
Digital Unix
ESIX
FreeBSD
Helios
Interactive Unix
LynxOS
MachTen
Minix
NetBSD
QNX
Reliant Unix
SINIX
SunOS
Topix
Ultrix
Unixware/Univel
Linux
MAC OSX
Solaris
MAC OS
MAC OSX
Novell Netware	ADD
Sun
Solaris
MVS—Multiple Virtual Storage
Windows
2000
2003
XP
NT
98
VMS
VAX
AS-400
Applications
MS Windows
MS Office
Lotus Notes
Proprietary Software
Personal Communication Devices	Make a
skill under Help Desk Support
PDAs	MOVE THESE down to skill level 2
Cell Phones	MOVE THESE down to skill
level 2
Schedule Office moves	Make a skill under
Help Desk Support
Phone Support	Make a skill under Help Desk
Support
Procurement
Hardware
Software
Wireless Equipment
Servers
RAS—Remote Access Server
SMS—Systems Management Server
Vendor negotiations
Systems Operation
Querying
Access Brio
Cognos
Business Objects
Report Creation
SQL
Crystal
Report Generation
Data Analysis
SPSS
SAS
System Support
Finance & Accounting
Epicon
Great Plains
Solomon
Hperion
Cognos
Human Resources
Kronos
IVIS
Paychex
Applicant Tracking Systems
Brass Ring
Taleo
“Alexus 5, by Alexus International”
“Brassring Enterprise, by BrassRing Systems, Inc.”
“E*TRACK System, by Virtual Edge, Inc.”
“HireEnterprise, by Hire.com”
“Hiring Gateway, by Yahoo! Resumix”
“HodesIQ, by Bernard Hodes Group”
“HRSmart, by HRSmart”
“IRecruiter, by iCIMS”
“Kenexa Recruiter, by Kenexa”
“Peopleclick XG, by Peopleclick”
“Recruiting Solutions, by Peoplesoft”
“Recruitmax, by Recruitmax”
“Recruitsoft Enterprise Staffing Solution, by Recruitsoft”
“Webhire Recruiter, by Webhire”
Sales & Marketing
Saleforce.com
CRM
Siebel
PeopleSoft
Microsoft CRM	ADD
Network Engineering
Network Design/Architecture = Network Topologies
Documentation
Diagrams
Standard operating procedures = SOP
Work instructions
Upgrade and replacement analysis
Network System Design
Capacity planning
Create detailed designs
Multi-vendor & multi-protocol internet working design experience
SHORTEN
Carrier class environment
Attend technical planning and review meetings with project team
SHORTEN
Network design
Schematics
Site/equipment
Configurations
Service spreadsheet tables
Technical overview write-ups
Cost optimization studies
Circuit layout record = CLR
Design layout record = DLR
Review policies and procedures and recommend improvements
SHORTEN
Improve performance and sustainability of network designs
SHORTEN
Track project activities
Technical review of maintenance activities
SHORTEN
Responsible for integrity of site architecture
SHORTEN
Ensure virtual team is knowledgeable of client site configuration and
applications	SHORTEN
Integrate product portfolio with third party hardware and software
SHORTEN
Control costs
Network Development
Environments
LAN
Ethernet
Token Ring
WiFi
SAN
802.11
NAT = Network Address Translation
Netware 6 (Novell LAN OS)
VLAN = Virtual Local Area Network
WAN
T1
T3
WiMAX
FDDI
OC3
OC12
OC48
Sonet
ISDN
DSL
Docsis
FrameRelay
SAN
CAN
VPN
PPTP—Point-to-Point Tunneling Protocol
HAN
Client/Server = Computer Networks
MS Windows NT
MS Windows 2000
SQL-7
IIS Server
Windows XP
Oracle
Global Networks
Telecommunications = Telephony
Data
Voice
Video Conferencing
BX
PBX
IP PBX
IVR Systems
Unified messaging
Polycom
IP Video conferencing
Frame Relay
ISDN
DS3
VoIP
Signaling Protocols
SIP = Session Initiated Protocol
H.323
MGCP
NCS
TGCP SIP
SIP-T
ISTP
CMSS
Signaling interoperable
SS7
BRI = Basic Rate Interface
Voice codec
G.711
G.729
Video streaming
Echelon = LonWorks networks
Network Installation and Integration
Hardware Installation
Routers
Cisco ICM
Cisco 7500
Cisco 7200
Cisco 3700
Cisco 3600
Cisco 2600
Cisco 2500
Avaya
Switches
Cisco ICM
Cisco Catalyst 5000
Cisco Catalyst 6500
Cisco Catalyst 6000
Cisco Catalyst 5500
Cisco Catalyst 4000
Cisco Catalyst 3500
Cisco Catalyst 2900
Cisco Catalyst 3548
Spanning Tree
Avaya
Gateways
Bridges
Servers
Remote Access Servers
Terminal Servers
Domain Servers
Application and Device servers
Windows 2003
Citrix MetaFrame
Exchange 2003
Web server
Hubs
Cisco
Avaya
NIC
Cisco
Avaya
Ethernet Boards
CSU/DSU
Multiplexers
Asynchronous/SONET
T1
DS1
DS3
E1
Digtal loop carrier
SLC 96
Series 05
Litespan
FTTP
Printers
Network Protocols = Configuration
Internet Protocols
TCP/IP
UDP/IP
IP multicast
IPSec = Internet Protocol Security
ARP
DNS
SNMP
SMTP = Simple Mail Transfer Protocol
ESTMP = Extended Simple Mail Transfer Protocol
ICMP
IPv6
IPSEC
HTTP
SSL
FTP
PPP = Point-to-point protocol
SDLC = Synchronous data link control
HDLC = High-level data link control
H.323
POP3 = Post Office Protocol 3
IP Routing Protocol
OSPF
RIP = Routing Information Protocol
RIP2
ODR
EIGRP = Enhanced Interior Gateway Routing Protocol
IGRP = Internet Gateway Routing Protocol
BGP = Border Gateway Protocol
Telecommunications Transport Standards
B82s
AMI
STS-1
T-1
T-3
OC-N
TR008
TR303
D4
2B1O
BRI
PRI
ESF
SF
Uni-directional rings
Bi-directional rings
Mixing Equipment
D4
M13
IDLC
ATM = Asynchronous Transfer Mode
IPX = Internetwork Packet eXchange
DHCP = Dynamic Host Configuration Protocol
MGCP = Media Gateway Control Protocol
LDAP = Lightweight Directory Access Protocol
NNTP = Network News Transfer Protocol
OSI Model
EIGRP
WINS
MPLS
AppleTalk
LocalTalk
HSRP = Hot Standby Router Protocol
IPX
NetBeui
WAP = Wireless Application Protocols
Bluetooth
PCI
PCI-X
Samba
TLS = Transport Layer Security
Scripting Languages
PERL
Shell
Python
Network Management Software
Firewalls
Enterprise
Home
Cisco PIX
HP Openview
Checkpoint
Nokia
IBM Tivoli
Lucent VitalSuite
CA Unicenter
Concord Communications eHealth
Security
Develop network intrusion detection system
System Watch
Alert Console
Security Agent
Implement network intrusion detection system
Anomoly identification
Threat mitigation
PKI = Public Key Infrastructure
Windows 2000
Testing
Proof of concept
Performance testing
Management tools
NetScout
Diagnostic tools
Certify production ready
Troubleshooting
Build complex test labs
Execute test plans
Develpp in depth test procedures and concepts
Network Maintenance
Anti-virus programs
Monitoring
Load balancing
Cisco CSS
Radware WSD
Replication Solutions
Web caching
Transaction monitoring
Network compression
Automatic failover
Traffic management
Network surveillance
Issue triaging
Circuit testing and repair
Router configuration management
Hardware replacement
Network Administration
Domain name registration
IP address assignment
Log monitoring
DNS Administration
Infrastructure port assignment and patching
Racking hardware
Manage system back-up
Network recovery
Redundant network connectivity and operation
Add and REMOVE users
Customer Service = CS
Open trouble tickets
Track trouble tickets
Resolve trouble tickets
Collect & evaluate customer requirements
Implement customer rule sets within requirements
Accept new customer sites
Decommission customer sites
Act as a point of escalation for customer
Maintain regular client communication
Lead technical customer meetings
Project Management
Develop Project Roadmap = Develop Milestones
Microsoft Project
SureTrak
Project KickStart	ADD
Welcom Open Plan	ADD
Primavera Project Planner	ADD
PlanView Portfolio Manager Software	ADD
Manage Project Roadmap = Manage Milestones
Microsoft Project	ADD
SureTrak	ADD
Project KickStart	ADD
Welcom Open Plan	ADD
Primavera Project Planner	ADD
PlanView Portfolio Manager Software	ADD
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write technical requirements
Develop use cases
Telecommunications Engineer
Network Access Designs
Traditional Land Lines
DSL
VOIP
Wireless
Internet
Interactive Voice Response = IVR
Voice Recording
Concept
Proof-of-Concept
Prototype
Build Telecom Networks
Network Protocols and Technologies = Routing Protocols = Fiber Optic
Transport Systems
Physical Media = Hardware = Devices = Encoding
ISDN
PDH
T-carrier
RS-232
SDH
SONET
Data Link Layer = Data Transfer
ARP
Ethernet
FDDI
HDLC
PPP
Token Ring
Network Layer = Router = Flow Control = Segementation
X.25
Frame relay
ATM
MPLS
Signalling System 7 = SS7 = C7 = CCIS7
ICMP
IP
IPv4
IPv6
IPX
Routing Protocols
EGP
BGP
EIGRP
IGRP
IS-IS
RIP
OSPF
Transport Layer = Data Transfer to End Users
SPX
TCP
UDP
SCTP
RTP
Presentation Layer = Delivery = Formatting of Application
HTTP/HTML
ASN.1
XML
TDI
SNMP
FTP
Telnet
SMTP
Application Services
TCP/IP
SIP
FTP
HTTP
SNMP
SMTP
Telnet
XMPP
Jabber
Programming Languages
JAVA
J2EE
C
C#
C++
XML/XSL
HTML
VB.NET
Vendor Systems
Avaya
PBX
Definity
G3R
Multi-Vantage
Genesys CTI
Intuity
Switching
Telephone Equipment
AT&T
Route-It
VPN
Network Based
Premise Based
VoIP
Cisco
Call Manager
Unity
Conferenceing/Meetingplace
ICM Routing & Sorting
Switches
LAN/WAN
Aspect
Uniphi Suite
IVR
Call Center
PSTN
IP
Nortel
PBX
Meridian
Norstar
Switching
VoIP
Lucent
VoIP
Optical Networking
NEC
Aspire
Electra Elite IPK
DS1000/2000
Infoset408
i-Series
IP-PBX
Switch/Router
Toshiba
Strata
IVR
Voice Processing
Fujitsu
Mobile/Wireless Networks
Switching
Routers
Vodavi
Starplus
SiemensAG
Rolm
Mitel
Telephones
Peripherals
Ericsson
Mobile Core Products
Panasonic
Telephones
Asterisk
PBX
Commercial Telephony Interfaces
Dialogic
Aculab
Pika Technologies
MCI
ACES
ICON
MECCA
F&E
SiteVu
INM
Tarantella
Installations = Implementation
Equipment Configuration
Card and/or Port Requirements
Power
Cabling
Floor Space
Rack Placement
Testing
Evaluation
Product Verification
Build Complex Test Labs
Remote Circuit Testing Equipment
Digital Lightwave
Eastern Research
Acterna
Maintenance
Enhancement Coordination
Large Scale Moves
System Upgrades
Installations = Implementation
Equipment Configuration
Card and/or Port Requirements
Power
Cabling
Floor Space
Rack Placement
Internal Client Services
Open Trouble Tickets
Track Trouble Tickets
Take Tickets to Resolution
Troubleshooting Tools
Vendor Specific Solutions
Log Files
Home Grown Scripted Solutions
Security Techniques
Intrusion Detection
Anomaly Identification
Threat Mitigation
Corporate Security Standards
Project Management
Develop Project Roadmap = Develop Milestones
Manage Project Roadmap = Manage Milestones
Requirements Gathering and Analysis
Translate concepts into functional requirements
Write Technical Requirements
Develop Use Cases
Budget Responsibility
Sales
Sales
Prospecting = New Business
Business (B2B) = Commerical Accounts
Consumer (B2C)
Global Accounts
Government (B2G)
Non-profit
Hospitals
Resellers
Sales Type
Lead Generation
Presales
“Inside = TeleSale, TeleMarketing, Call Center Sales”
“Direct = Outside, National Accounts”
Inbound
Business Development
Sales Cycle
“Transactional sales - Short sales cycle = High volume, low price”
“Consultative - Complex sales, longer sales cycle”
Annual Quota
$100K
$200K
$250K
$300K
$400K
$500K
$750K
$1M
$2M
$3M
Quota Attainment
90%
95%
100%
105%
110%
115%+
Account Management = Existing Customers
Maintain client relationship/satisfaction
Obtain product feedback
Resolve customer/product issues
Renew current product/service
Monthly revenue/bookings quota
Monthly contract renewal units quota
Presentations
Large groups
C Level Executives
“Executives = VPs, Directors”
Purchasing = Procurement
Contract Management
Proposal preparation
On-going management of customer contractual agreements
Territory Management = Pipeline Management
Sales Forecasting = pipeline forecast
Business Plan Development = Strategic plan development
Prepare Account Status Reports
Manage Customer Account Team
Sales
Service
Technical support
Training = Performance Enhancement programs
Needs Assessments
Define Program Objectives
Curriculum Development
Instructional Modules = Instructor's guide
Participant's guide
Case Studies
Exercises
Presentations
Training aid development
Handbooks
Demonstration models
Multi-media visual aids
Computer Tutorials
Reference Books
“Web based, e-learning = Multi-media support”
Flash
Authorware
Dreamweaver
HTML
Vendor Management
Trainer certification
Schedule Training Classes
“Training Delivery, Facilitation”
Classroom delivery
Kick-offs
Ice-breakers
De-briefs
Product details
Sales processes
Online Delivery
TTT = Train the trainer
Establish Training Evaluation Criteria
Customer feedback analysis
Define evaluation metrics = performance requirements
Analyze results
Suggestion performance enhancements
Feedback to trainers and presenters
Adult education principals and theories
Capacity planning
Marketing
Brand Management
Establish corporate identity
Design logo look and feel
Develop logo usage guidelines
Establish branding guidelines
Maintain Corporate Identity
Enforce branding guidelines
Enforce style guides
Conduct Brand Audits
Profit and loss
Operating budget
Product Management
Strategic planning
Develop product roadmaps
Define Customer Segmentation
Define research needs
Brand perception testing
Customer satisfaction
Product concept testing
Product positioning testing
Communication/Advertising effectiveness
Gather and analyze data from third-party audience research sources
Gartner
Forrester
Jupiter
Nielsen//NetRatings
comScore
Media Metrix
@Plan
ComScore
Define business requirements
Define product messaging and positioning
Define product functionality
Set pricing strategy
Define distribution channel strategy
Outbound
Telemarketing
Customer service
Direct sales force
Inbound sales calls
Partners & affiliates
Design product promotions
Profit & loss responsibility
Conduct competitive analysis = Intelligence
Market Research
Coordinate research needs across organization
Product concept
Product and company messaging
Customer satisfaction efforts
Identify local threats and opportunities
Provide high-level insights and supporting rationale
Ensure integrity of the research process
Publish and distribute research findings
Scope and project research project timelines
Determine Appropriate Research Method
Qualitative research
Focus groups
Telephone
Internet
Data collection methods = Skills
Measurement instruments
Data analysis
Communicate research results
Benchmarking
Quantitative research
Sampling
Telephone
Internet
Data collection methods = Skills
Measurement instruments
Data analysis
Communicate research results
Manage recurring surveys
Statistical analysis & report generation
Present results
Users
Executive presentations
Moderate Research Sessions
Focus Groups
One-on-Ones
Usability
Research Management
Manage external research vendors
Manage research facilities
Manage research moderators
Marketing Communications
Customer communications
Account information = Account set-up = Account activation
Set product upsell strategies
E-mail
Direct mail
Invoicing = Billing
Write copy
Invoice/Billing
Inserts
Buckslips
Messaging
Edit copy
Manage external agencies
Manage in-house production
Acquisition marketing = Lead generation
Campaign management
Direct mail
E-mail
Keyword online buys
Television
Online banner ads
Manage external agencies
Manage in-house production
Event/Trade Show
Prepare and ship materials/equipment
Contact trade organizations
Coordinate housing/hotels
Maintain show schedules
Attract attendees
Design presentations and demonstrations
Post-show assessments
Budget and event metrics
Pre-show publicity
Sales literature/Brochures
Research content needs
Write copy
Produce data sheets
Provide photo and art direction
Manage literature distribution
Automated request process
Manual distribution
Advertising
Media planning
Consumer profile research
Competitive spending analysis
Define media strategy parameters
Post buy analysis
Create effective media plans
Refine campaign strategy
Manage media budget
Media buy
Review proposals
Approve campaign development proposals
Approve media spending proposals
Media Creative Development
TV Advertising
Radio
Print
Trade magazines
Newspapers
E-mail
Direct Mail
Internet/Online
Keyword buys
Online media = Banner ads
Outdoor
Manage external advertising agency
Manage in-house production
Computer Skills
Microsoft Office
Excel
QuarkXPress
HTML
Website Development Software
PageMaker
Illustrator
Flash
Macromedia - Fireworks
Cold Fusion
Macromedia DreamWeaver
Photoshop
Fireworks
Visual Studio
VSS = Visual Source Safe
Channel Management = Program Management
Consumer
Sales
Inbound sales
Outbound sales = Telemarketing
Customer service
Business = B2B
Customer service
Outside sales = Direct sales
Design incentive programs
Develop alternative award strategies & programs
Develop performance indicators to measure ROI
Determine plan ROI
Establish work flow processes to support programs
Ensure program compliance with state and federal regulations
Model & assess results of plan features
Track actual incentive payments to incentive plan budgets
Training = Performance enhancement programs
Management training
Skills assessment
Skills training
Product training
Curriculum development
Instructional modules
Training aid development
Handbooks
Demonstration models
Multi-media visual aids
Computer tutorials
Reference books
“Web based, e-learning = Multi-media support”
Flash
Authorware
Dreamweaver
HTML
Vendor management
Trainer certification
Schedule training classes
“Training delivery, Facilitation”
TTT = Train the trainer
Classroom delivery
Kick-offs
Ice-breakers
De-briefs
Product details
Sales processes
Establish Training Evaluation Criteria
Customer feedback analysis
Define evaluation metrics = performance requirements
Analyze results
Suggestion performance enhancements
Feedback to trainers and presenters
Adult education principals and theories
Capacity planning
Website Design
Develop design concepts
Build website from approved concept
Define site architecture
Provide ongoing design support
Content Review
Partnership marketing = Affiliate marketing
Online
Develop online acquisition programs
Drive efficient traffic
Customer acquisition
Convert traffic to sales
P&L or ROI campaign management responsibility
Report results to management
Web media management
Search engine optimization techniques
Act as liaison with affiliate network provider
Create tracking URLs
Monitor competitive activity
Report web activity results
Database Marketing
Develop database strategies
Acquiring customers
Retaining customers
Develop statistical models
List selection
Testing
Research
Conduct analyses and research
Drivers of response and payment
Test design = Campaign creative
Interpretation of results
Public Relations
Conduct Media Training
Presentations
Interviews
Media tours
Press activities
Manage Corporate Communications
Set media strategy
Product announcements
Investor relations messaging
Community relations
Change management issues
Execute media strategy campaigns/tactics
Identify interview opportunities
Schedule & conduct interviews
Identify speaking engagements
Spokesperson research & identification
Contract negotiation
Manage spokesperson
Respond to Media Inquiries
Manage external press release distribution
Manage press coverage distribution internally
Manage International press coverage
Identify & develop customer references
Prepare messages and themes
Product publicity
Change management
Crisis management
Write Press Materials
News releases
White papers
Executive speeches
Contributed articles
FAQ's = Frequently Asked Questions
Pitch letters
Messaging documents
Customer messaging
Investor relations messaging
Case studies
Web content
Press kit materials
Executive biographies
Fact Sheets
Case histories
Establish and maintain editorial contacts
Identify editorial opportunities
Vertical trade publications
Technology publications
Business publications
Regional press outlets
National press outlets
Investor relations
Employee communications
Develop internal communication approach
Audience analysis
Communications plan
Communications vehicles
Creation and implementation of internal website
Creation and implementation of employee newsletters
Establish two-way feedback means
Determine core communications metrics
Develop ways to measure impact effectiveness
Develops internal Human Resources communications materials
Increase face-to-face communications by managers