Customer Service Process Optimization via Automated Data Analysis

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Solution Overview

Problem

Customer service organizations face challenges in optimizing their processes due to complex, multi-platform environments, making it difficult to determine if operations are optimal and where automation or process improvements can be applied, leading to suboptimal customer experience and operational efficiency.

Innovation Solution

A computer-implemented method and system that receives and transforms data from various sources, analyzes it using predefined rules, and generates inferences on automation and collaboration rules to simulate and optimize workflow processes, identifying areas for improvement and automating tasks within the customer service system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual process monitoring and analysis is used to determine optimization opportunities, then operational flexibility is maintained, but productivity and measurement precision are insufficient to identify automation opportunities

Engineering Contradiction:
Improveprocess optimization identification speedVSAvoidtime to analyze and identify optimization opportunities
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The patent replaces manual mechanical analysis processes with an automated computer-based system that captures, transforms, and analyzes process data electronically. The system automatically identifies optimization opportunities without human intervention in the analysis phase, substituting manual mechanical work with automated computational processes.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables self-service by automatically capturing process data, analyzing it against predefined rules, and generating optimization recommendations without requiring manual input or intervention. The system serves itself by continuously monitoring and identifying optimization opportunities autonomously.

Inventive Principle:
Principle #25Self-service

2Measurement precision

If comprehensive data collection from multiple sources is implemented to enable data-driven optimization, then measurement precision and decision accuracy improve, but device complexity increases

Engineering Contradiction:
Improveprocess analysis accuracyVSAvoidsystem architecture complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system achieves multi-functionality by consolidating multiple data collection, transformation, and analysis functions into a single integrated platform. The computer-based system performs diverse operations including data capture from multiple sources, data transformation, rule-based analysis, and optimization recommendation generation, eliminating the need for separate specialized systems.

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

Solution Approach 2:

The patent merges multiple previously separate functions into a unified system: data collection from multiple sources is combined with data transformation, analysis, and optimization recommendation generation in a single integrated workflow. This consolidation reduces overall system complexity while maintaining comprehensive data-driven analysis capabilities.

Inventive Principle:
Principle #5Merging (Combining)

3Productivity

If automated inference generation and workflow simulation are implemented, then productivity and process optimization capability improve, but device complexity and initial implementation time increase

Engineering Contradiction:
Improveworkflow optimization throughputVSAvoidsystem component complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system performs preliminary action by pre-defining transformation rules and analysis rules before actual process optimization begins. The computer-based system is configured with predefined logic and criteria that enable automated inference generation and workflow simulation without requiring complex real-time decision-making, simplifying the operational complexity.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses copying by creating virtual models and simulations of actual workflows. The workflow simulation component replicates process flows in a virtual environment to test optimization scenarios without disrupting actual operations, enabling safe experimentation and validation of optimization strategies.

Inventive Principle:
Principle #26Copying

Data Source

PatentUS20170024653A1Method and system to optimize customer service processes
Publication Date: 2017.01.26 EDGEVERVE SYST
  • US20170024653A1 patent drawing
  • US20170024653A1 patent drawing
  • US20170024653A1 patent drawing

AI summary

A computer implemented method to optimize system process is disclosed. The received one or more input data is transformed into a predefined format based on transformation rules. The transformed one or more input data is analyzed at an analyzer, based on one or more pre-defined rules associated with a rule engine. A result associated with an inference is generated at the inference generator, from the analyzed one or more input data, based on automation rules. The generated inference may be one of a positive or a negative. When the generated inference is positive, one or more processes associated with the customer service optimization is simulated at the optimization engine, through a graphical processor. The result of the inference generator and the optimization engine are checked against the one or more processes. The result of the inference generator and the optimization engine may be stored at the data repository.