BI Collaboration Portal for Consistent Insight Interpretation

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Solution Overview

Problem

Existing business intelligence (BI) tools struggle to fully utilize data potential due to technical challenges in processing large volumes, leading to inconsistent data interpretation and limited expert analysis, resulting in inefficiencies and increased costs.

Innovation Solution

A computer-implemented system with a collaboration portal that integrates multiple BI tools, captures data visualizations, generates insights, and shares them among stakeholders, enabling efficient data socialization and persistence for future reference.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional BI tools are used for data visualization and KPI creation, then data processing capability is provided, but interpretation consistency deteriorates due to individual user interpretation variations

Engineering Contradiction:
Improvedata processing capabilityVSAvoidinterpretation consistency
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The patent introduces subject matter experts as intermediaries between BI tools and stakeholders. These experts review, validate, and annotate data visualizations before they are shared with stakeholders, ensuring consistent and accurate interpretation across the organization while maintaining the productivity benefits of automated BI tools.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If more subject matter experts are engaged for data analysis, then interpretation accuracy improves, but resource availability deteriorates due to limited expert capacity

Engineering Contradiction:
Improveinterpretation accuracyVSAvoidexpert analysis capacity
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent segments the expert review process into manageable units by organizing experts into specialized domains or teams. Each expert focuses on specific types of data visualizations or business domains, increasing their efficiency and capacity while maintaining high interpretation accuracy through specialized knowledge.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent implements preliminary automated processing of data visualizations using AI/ML techniques before they reach subject matter experts. This preliminary action filters, prioritizes, and prepares visualizations for expert review, reducing the time and effort required by experts while maintaining interpretation accuracy.

Inventive Principle:
Principle #10Preliminary action

3Loss of information

If point-to-point email exchanges are used for expert-stakeholder communication, then information sharing is enabled, but information loss increases due to scattered communications

Engineering Contradiction:
Improveinformation sharing capabilityVSAvoidinformation completeness
Core Design Contradiction:
Loss of informationVSReliability

Solution Approach 1:

The patent merges scattered point-to-point email communications into a centralized platform that consolidates all expert-stakeholder interactions. This centralized system aggregates requests, responses, and contextual information in one location, preventing information loss and ensuring complete knowledge retention across the organization.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent implements structured feedback loops where stakeholder questions and expert responses are systematically tracked, stored, and made accessible to all relevant parties. This feedback mechanism ensures that information is not lost in scattered communications but is instead captured, organized, and reused across the organization.

Inventive Principle:
Principle #23Feedback

4Ease of operation

If multiple BI tools are integrated into a single platform, then data visualization accessibility improves, but system complexity increases

Engineering Contradiction:
Improvedata visualization accessibilityVSAvoidplatform integration complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent creates a universal platform that can integrate and display data visualizations from multiple different BI tools through a common interface. This multi-functional system handles various data sources, formats, and tool types through standardized connection methods, improving accessibility while managing complexity through universal design principles.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS12511593B2Business intelligence socialization platform and methods of using the same
Publication Date: 2025.12.30 IXIS LLC
  • US12511593B2 patent drawing
  • US12511593B2 patent drawing
  • US12511593B2 patent drawing

AI summary

The present disclosure describes platforms and systems designed and configured as a collaboration portal that functions as a socialization and interpretation “layer” that is configured to be added to a modern BI or data technology stack to extract its full value. Collaboration portals designed and configured according to the present disclosure may be configured to address the problem of underutilized BI resources by providing technical solutions for aggregating and socializing insights across existing BI tools and across organizational divisions, for example, collaborating, discussing, sharing, socializing, etc. a plurality of insights generated on a plurality of disparate BI tools or other software programs via a central collaboration portal with a plurality of users.