CustomerOps Platform for Small Business Engagement

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Solution Overview

Problem

Small businesses lack the resources to develop specialized customer engagement platforms, making it difficult for them to compete with larger competitors online, as existing CustomerOps solutions are not transferable and require significant development efforts, and they struggle to manage various communication channels effectively.

Innovation Solution

A CustomerOps platform that captures user interactions across multiple channels, including websites, mobile apps, email, and social networks, allowing businesses to retrieve and analyze user data for targeted engagement, without requiring a specific data structure or schema, and enables automated assistance through structured data processing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If businesses develop specialized CustomerOps solutions, then customer engagement capability is improved, but development cost and resource requirements increase

Engineering Contradiction:
Improvecustomer engagement capabilityVSAvoiddevelopment complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent implements a universal CustomerOps platform that serves multiple businesses across different industries through standardized templates and components. The system provides multi-functional capabilities including data collection, analysis, and engagement tools that can be applied to various business types without requiring custom development for each client.

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

Solution Approach 2:

The platform divides CustomerOps functionality into modular segments including data collection modules, analysis modules, and engagement modules. Each segment can be independently configured and deployed, allowing businesses to assemble their specific engagement capabilities from pre-built components rather than developing entire systems from scratch.

Inventive Principle:
Principle #1Segmentation

2Productivity

If businesses implement comprehensive customer data collection across multiple channels, then customer engagement effectiveness is improved, but system complexity and operational burden increase

Engineering Contradiction:
Improvecustomer engagement effectivenessVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent merges multiple data collection channels (social media, email, website, mobile apps) into a single unified CustomerOps platform. This consolidation allows businesses to manage all customer interactions through one system rather than maintaining separate tools for each channel, reducing operational complexity while maintaining comprehensive data collection.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The platform acts as an intermediary layer between various communication channels and the business's customer engagement processes. It standardizes data formats and integration protocols, simplifying the connection between diverse channels and internal systems without requiring complex custom integrations for each channel.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of manufacture

If small businesses use generic customer support platforms, then resource requirements are reduced, but customization capability and relevance to specific business needs deteriorate

Engineering Contradiction:
Improveresource efficiencyVSAvoidbusiness-specific customization
Core Design Contradiction:
Ease of manufactureVSAdaptability or versatility

Solution Approach 1:

The platform implements dynamic configurability where businesses can adjust templates, data collection parameters, and engagement strategies based on their specific needs. The system allows real-time modification of engagement campaigns and adaptive adjustment of customer interaction protocols without requiring complete system reconfiguration.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent applies local quality by allowing businesses to customize specific portions of the CustomerOps platform while maintaining the standardized core infrastructure. Each business can tailor their data collection focus, analysis parameters, and engagement templates to their particular industry and customer base while sharing the underlying platform resources.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS10423966B2Method and system for online helpdesk
Publication Date: 2019.09.24 LANTIRN INC
  • US10423966B2 patent drawing
  • US10423966B2 patent drawing
  • US10423966B2 patent drawing

AI summary

Method and system for online helpdesk are disclosed. According to one embodiment, a CustomerOps platform is designed to provide customer operations to a plurality of businesses large or small. By providing a server or a cluster of servers, various activities (e.g., inquiries and responses) between a user and a business are captured and the data stream thereof is archived to a designated server. The stored data can be retrieved to view the various activities so as to engage the user contextually whenever there is a need. Such a CustomerOps platform facilitates efficient and more relevant human or automated assistance when the user desires to get engaged with the business that provides a service/product interesting to the user.