Kanban Stage Overview with FAB Navigation for Record Movement
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Solution Overview
Problem
Existing methods for navigating through buckets in a kanban board are inefficient, prone to errors, and lack a pictorial representation for visualizing the number of records and cumulative amounts, making it difficult to move deals or records across stages effectively.
Innovation Solution
A method and system that generates a stage overview with configurable stages corresponding to buckets, allowing easy navigation and visualization of records, and enables drag-and-drop functionality using stylus or finger inputs for efficient movement of records between buckets.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If existing navigation methods are used to move records across buckets, then records can be moved between stages, but the process is time-consuming and error-prone due to manual traversal through multiple buckets
Solution Approach 1:
A floating action button (FAB) is introduced as an intermediary element that provides quick access to stage selection menu. This FAB appears when a record is held, offering a shortcut to move records between stages without manual navigation through the kanban board, thus resolving the contradiction between record movement capability and navigation time consumption
Solution Approach 2:
The stage selection process is segmented into discrete, easily accessible options presented through a popup menu triggered by the FAB. Instead of requiring continuous scrolling or searching through buckets, the stages are divided into distinct selectable items, making the record movement process faster and less error-prone
2Reliability
If manual traversal through buckets is used to move records, then records can be placed in target buckets, but the process is painful and results in high chances of dropping records in wrong buckets
Solution Approach 1:
The FAB serves as a mediator that intercepts the record movement action and presents a controlled selection interface. This prevents accidental drops in wrong buckets by requiring explicit stage selection, thereby improving reliability without significantly complicating the operation
Solution Approach 2:
Instead of requiring users to navigate to the target bucket and then drop the record (traditional approach), the system inverts the process by presenting target stage options directly to the user holding the record. This reversal eliminates the risk of dropping records in wrong locations while maintaining ease of operation
3Loss of information
If traditional kanban board navigation is used, then records can be moved between stages, but there is no pictorial representation for visualization of overall perspective of number of records and cumulative amount in each bucket
Solution Approach 1:
The solution merges the traditional kanban board view with a new stage overview visualization that displays pictorial representation of record distribution and cumulative amounts. This integrated approach provides comprehensive visual information without requiring separate systems, balancing information availability with interface complexity
Data Source
AI summary
A method and system to generate a stage overview which is comprised of stages corresponding to buckets containing information records grouped based on a predefined criteria. The stages of the stage overview can be designed based on various criteria, e.g., deal/record value, calendar period, sales funnel stages, and the stages are formed as configured by the user. The stage overview provides an overall visualization of the number of deals or records and cumulative amount in each bucket. The stage overview enables the user to navigate from one bucket to any other stage or a bucket, easily and quickly. The buckets are created and maintained according to the stages and vice versa. A bucket is a collection of information records, deals, or the like. Records that fall under the same stage can be grouped and listed out together under one bucket.