Dynamic Tile Aggregation for Multidimensional CRM Insights
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Solution Overview
Problem
Existing CRM solutions fall short in providing comprehensive insights into future opportunities and current anomalies, and integrating with multiple systems poses technical challenges and consumes valuable time.
Innovation Solution
Implementing CRM solutions that convert alphanumeric data into discrete graphical elements with varied graphical characteristics to visually represent progress toward common objectives, allowing for dynamic re-sorting and merging of tiles based on alphanumeric values.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If pipeline management tools are used to manage sales processes, then operational organization is improved, but comprehensive insights into future opportunities and current anomalies are not provided
Solution Approach 1:
The patent transforms traditional one-dimensional pipeline management into a multi-dimensional visualization system using tiles with multiple visual characteristics (color, size, shape, orientation) that simultaneously represent multiple data dimensions, enabling comprehensive insights while maintaining operational organization
Solution Approach 2:
The patent uses color as a visual characteristic of tiles to encode different data attributes and states, allowing users to quickly identify anomalies, opportunities, and progress without adding complexity to the operational interface
2Adaptability or versatility
If integration with multiple existing systems is implemented, then data compatibility is improved, but technical challenges and time consumption increase
Solution Approach 1:
The patent creates a universal tile-based visualization framework that can represent data from multiple different sources and systems using the same visual language, enabling seamless integration without requiring system-specific implementation details
3Measurement precision
If alphanumeric data is displayed in traditional formats, then data accuracy is maintained, but user comprehension and insight generation are reduced
Solution Approach 1:
The patent encodes alphanumeric data into visual characteristics of tiles including color, size, and shape, allowing users to rapidly comprehend data patterns, trends, and anomalies while the underlying alphanumeric data remains accurate and accessible
Solution Approach 2:
The patent adds visual dimensions to traditional alphanumeric data representation by mapping numerical values to tile attributes such as size and color intensity, enabling intuitive comprehension without sacrificing data precision
Data Source
AI summary
Toggling between different arrangements of discrete graphical elements conveying representations of alphanumeric data in a non-alphanumeric manner includes: causing an initial arrangement of tiles on a display. The tiles are associated with items including first and second characteristics having first and second alphanumeric values, and each item is associated with a common objective. Each tile adopts first and second visual characteristics. The tiles are grouped based on the second visual characteristics, and are arranged to visualize progress toward the common objective. In response to a trigger, underlying first alphanumeric values of each item are aggregated on a grouping-by-grouping basis, and the groupings are merged into an associated merged tile expressing the second visual characteristic. The merged tiles have different sizes based on the aggregating of the underlying associated first alphanumeric values. The merged tiles are presented on the display by juxtaposing them using the second set of visual characteristics.