Abstract: An embodiment of the present invention is directed to a Research and Development (R&D) Risk Assessment and Optimization Tool that identifies risk tolerance and business component coverage based on changes in various factors including headcount, Qualified Research Expenditures (QRE), project management count, title changes, team changes, etc. The changes may be based on a time period, such as year-to-year changes.

Abstract: The invention relates to computer-implemented systems and methods for assessing the quality of a document or a technical memorandum written with a loosely defined template, stereotype and/or outline of key sections or headers. An embodiment of the present invention leverages Natural Language Processing (NLP) and Machine Learning (ML) techniques to identify key sections in a document using NLP text patterns and further establish, using ML, how closely a given section matches similar sections in other documents that are considered by human Subject Matter Experts (SMEs) to be “well-written” for the intended purpose of the overall document. An embodiment of the present invention further ascertains whether the overall flow of the document follows a general outline in terms of the order of sections.

Abstract: The invention relates to computer-implemented systems and methods for assessing the quality of a document or a technical memorandum written with a loosely defined template, stereotype and/or outline of key sections or headers. An embodiment of the present invention leverages Natural Language Processing (NLP) and Machine Learning (ML) techniques to identify key sections in a document using NLP text patterns and further establish, using ML, how closely a given section matches similar sections in other documents that are considered by human Subject Matter Experts (SMEs) to be “well-written” for the intended purpose of the overall document. An embodiment of the present invention further ascertains whether the overall flow of the document follows a general outline in terms of the order of sections.

Abstract: An embodiment of the present invention is directed to an Agile Research and Development (R&D) Analyzer that represents a suite of tools that analyze documentation and associated metadata from project management systems such as JIRA, Wiki, and GIT to assist in key stages of a qualitative assessment of an R&D Tax Credit Study. The quantitative assessment may be leveraged across a number of entities and clients that use Agile software development processes or other iterative approach to project management and software development. For example, the Agile R&D Analyzer may be used by Tax engagement team members during a R&D Tax Credit Study.