Real-Time Advancement Continuum Dashboard for Engagement Mapping

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Solution Overview

Problem

Higher education institutions face challenges in accurately tracking and managing constituent engagement due to large numbers and varied interactions across multiple platforms, leading to inefficiencies and resource waste in outreach efforts.

Innovation Solution

A computer-implemented system with an Advancement Continuum (AC) dashboard that maps constituents to defined phases of a philanthropic journey in real-time, using data from diverse sources, and provides a dynamic interface for visualizing engagement patterns and adjusting strategies.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If manual methods such as spreadsheets and paper records are used to track constituents, then device complexity is reduced, but productivity and measurement precision deteriorate due to human error and time consumption

Engineering Contradiction:

Improvesimplicity of tracking systemVSAvoidefficiency of constituent tracking

Core Design Contradiction:

Device complexityVSProductivity

Solution Approach 1:

The patent replaces manual mechanical tracking methods (spreadsheets, paper records) with an automated computer-implemented system that collects, processes, and analyzes constituent engagement data from multiple digital sources, eliminating human error and significantly improving tracking efficiency

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system automatically collects engagement data from various digital sources, processes it through defined phases of a philanthropic journey, and generates insights without requiring manual data entry or human intervention, enabling the system to serve itself in tracking constituents

Inventive Principle:

Principle #25Self-service

2Device complexity

If manual methods are used to update databases, then device complexity remains low, but loss of time and loss of information increase due to human error and duplication of effort

Engineering Contradiction:

Improvesimplicity of data management systemVSAvoidtime for data updates

Core Design Contradiction:

Device complexityVSLoss of time

Solution Approach 1:

The system replaces manual database updates with automated data collection from digital sources, using computer algorithms to process and update constituent information, thereby eliminating time loss associated with manual data entry and reducing information loss from human error

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system continuously collects and updates engagement data from multiple sources in real-time, ensuring databases are always current without requiring periodic manual updates, thereby eliminating time loss and maintaining information accuracy

Inventive Principle:

Principle #20Continuity of useful action

3Device complexity

If generic mailings are used for outreach, then device complexity is reduced, but loss of information increases as individual engagement levels are not considered

Engineering Contradiction:

Improvesimplicity of outreach systemVSAvoidinformation about individual engagement

Core Design Contradiction:

Device complexityVSLoss of information

Solution Approach 1:

The system segments constituents into different phases of the philanthropic journey based on their individual engagement levels and tailors outreach strategies to each phase, ensuring that communication is appropriately customized to the specific needs and readiness of each constituent group

Inventive Principle:

Principle #3Local quality

Solution Approach 2:

The system divides the constituent population into distinct segments based on engagement metrics and journey phase, allowing for targeted and personalized outreach strategies for each segment rather than using generic communications for all

Inventive Principle:

Principle #1Segmentation

4Measurement precision

If comprehensive data collection from multiple sources is implemented, then measurement precision improves, but device complexity increases

Engineering Contradiction:

Improveaccuracy of engagement trackingVSAvoidcomplexity of data collection system

Core Design Contradiction:

Measurement precisionVSDevice complexity

Solution Approach 1:

The system is designed to collect and process multiple types of engagement data from various digital sources through a unified framework, using the same infrastructure to handle different data types and sources, thereby managing complexity while maintaining comprehensive tracking capability

Inventive Principle:

Principle #6Universality (Multi-functionality)

Data Source

PatentUS20250322406A1Advancement continuum dashboard

Publication Date: 2025.10.16 OHIO STATE INNOVATION FOUND

AI summary

Systems, apparatuses, methods, and computer program products are disclosed for visualizing institutional engagement of a population. An example method includes receiving engagement data from a plurality of data sources. The example method also includes determining, in near-real-time and based on the engagement data, an engagement phase for each individual within the population. The example method also includes rendering a visual representation of engagement phase composition based on the determined engagement phase for each individual within the population.