Marketing Search Filter Tool with Hierarchical Node Selection
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Solution Overview
Problem
Existing marketing search systems require prior knowledge of specific details to retrieve data, leading to cumbersome and time-consuming searches, and often present unnecessary information, causing clutter and slower performance.
Innovation Solution
A filter search tool that scans a marketing database to present selectable search attributes, allowing users to select desired attributes like time, product, account, or plan, with results displayed in a list or Gantt chart format, including options for additional date ranges, key performance indicators, and trade spends, customizable by user role.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If existing search forms require users to select data fields and enter criteria to search for marketing campaign information, then search functionality is provided, but the search process becomes cumbersome and time-consuming without prior knowledge of exact parameters
Solution Approach 1:
The system automatically generates search queries by extracting relevant fields and criteria from the uploaded marketing document, eliminating the need for users to manually select data fields or enter search criteria. The document processing system self-determines the search parameters based on the document content, significantly reducing user effort and search time.
Solution Approach 2:
The system performs preliminary analysis of the uploaded marketing document to identify relevant fields, criteria, and search parameters before executing the search. By pre-processing the document to extract structured information, the system prepares search queries in advance, avoiding the need for users to manually configure search parameters.
2Loss of information
If search results include comprehensive information about marketing campaigns including pre-campaign materials, during-campaign inventory, and post-campaign reimbursements, then complete data is provided, but the screen becomes cluttered and processing time increases
Solution Approach 1:
The search results are segmented into different categories based on the marketing campaign phases: pre-campaign materials, during-campaign inventory, and post-campaign reimbursements. The system presents this segmented information in an organized manner with clear headings and structured layouts, allowing users to access specific information quickly without being overwhelmed by a cluttered display of all comprehensive data.
Solution Approach 2:
The system applies different levels of detail to different sections of the search results based on user needs and document content. Important fields and criteria are highlighted with enhanced formatting, while less critical information is presented in a more condensed manner. This localized differentiation of information quality maintains completeness while improving processing speed and display efficiency.
Data Source
AI summary
Systems and methods are provided to enable filtered searches of marketing-related data by extracting marketing project information, including marketing activities, promotions, and campaigns information from an existing marketing system database and restructuring the extracted information in a hierarchical series of selectable nodes. In an embodiment, some of the nodes may be grouped into time, accounts, products, agreements, or marketing plan tabs. In an embodiment, once one or more nodes are selected and a search is activated, the results may be presented in a list or Gantt chart. In an embodiment, the Gantt chart may be supplemented with additional information including additional date ranges, key performance indicators (KPIs), and/or trade spends. In an embodiment, this additional information may vary according to a user role and the nodes selected.