Contextual Guidance System for Reducing Software Creation Time

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

It is challenging for new users to learn how to create solutions like workbooks, dashboards, and forms due to the need for extensive knowledge of the underlying platform or system, leading to prolonged learning and creation times, even for advanced users.

Innovation Solution

The system provides contextual actions and automates the creation of elements by presenting likely next steps based on user interactions, using a processor to select resources, change contexts, notify listeners, compute successive steps, prioritize actions, and render them for user selection, potentially leveraging machine learning models.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If users create solutions without system guidance, then users have full control over the creation process, but learning time and creation time are significantly prolonged

Engineering Contradiction:
Improvecreation timeVSAvoidease of use
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The system implements feedback by monitoring user actions and dynamically providing contextual guidance about next steps. The guidance system observes user interactions with the platform and delivers relevant information about available actions and expected outcomes, creating a closed-loop learning experience that accelerates skill acquisition without restricting user autonomy.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent introduces an intermediary guidance system that mediates between the user and the platform's complex functionality. This intermediary layer translates platform capabilities into user-friendly contextual suggestions, explaining available actions and their consequences without forcing users to follow a predetermined path, thus maintaining ease of use while improving productivity.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If users create solutions without system guidance, then users can explore all possible actions, but the complexity of learning the platform increases

Engineering Contradiction:
Improveskill acquisition timeVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The guidance system applies local quality by providing context-specific information tailored to the user's current situation. Rather than overwhelming users with comprehensive platform documentation, the system delivers targeted guidance about relevant actions and their consequences based on the user's current context, reducing perceived complexity while maintaining access to full platform capabilities.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system performs preliminary action by proactively identifying and presenting relevant next steps before users need to discover them. The guidance system anticipates user needs by analyzing current context and pre-computing useful information about available actions, reducing the cognitive load required to navigate platform complexity while preserving user freedom to explore.

Inventive Principle:
Principle #10Preliminary action

3Productivity

If the system provides comprehensive guidance about next steps, then user productivity improves, but the amount of information presented to users increases

Engineering Contradiction:
Improvecreation speedVSAvoidinformation overload
Core Design Contradiction:
ProductivityVSLoss of information

Solution Approach 1:

The guidance system applies partial action by selectively presenting only the most relevant information about next steps rather than exhaustively listing all possible actions. The system prioritizes guidance about high-probability next steps and their consequences, providing sufficient information to improve productivity without overwhelming users with unnecessary details about less relevant platform capabilities.

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS20240394079A1Systems and methods for generative guidance for tasks
Publication Date: 2024.11.28 KINAXIS INC
  • US20240394079A1 patent drawing
  • US20240394079A1 patent drawing
  • US20240394079A1 patent drawing

AI summary

Systems and methods are provided for generative guidance for tasks. The systems and methods disclosed herein speed up the learning time for new users and the creation time for advanced users, by providing the most likely next steps visible to a user, and actionable with a single gesture. The systems and methods disclosed herein augment the user by providing an easy-to-use set of contextual actions as the user works to create solutions. When creating a resource, there is a selection context, such as a selected element. The system and methods present, to the user, likely next steps close to the selected element, that are directly available.