Automated Sales Meeting Data Package Assembly
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Solution Overview
Problem
Managing data consistently and intelligently across multiple devices owned by a single user, particularly for sales engineers preparing for sales meetings, is challenging due to device heterogeneity and the need for offline access based on user preferences and context.
Innovation Solution
A system and method that automatically assemble and deploy information packages from various electronic sources to multiple devices based on user needs, preferences, and assignments, using engines like recent new information, calendar, company, and social engines to create unified access and offline availability.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If data is manually managed across multiple devices, then users can access information, but users spend excessive time on data management tasks instead of focusing on critical sales tasks
Solution Approach 1:
The system automatically performs data management tasks including monitoring calendar events, assembling relevant information from multiple sources, and deploying data packages to appropriate devices without requiring user intervention. The system serves itself by using automated rules and triggers to manage the entire data lifecycle from collection to deployment.
Solution Approach 2:
The system proactively assembles and deploys information packages before sales meetings occur by monitoring calendar events and triggering data assembly processes in advance. This preliminary action ensures that all necessary information is prepared and available on the sales engineer's devices before the meeting starts, eliminating last-minute manual data gathering.
2Reliability
If information is stored in centralized systems, then data consistency is maintained, but users cannot access information offline during meetings
Solution Approach 1:
The system segments information into discrete, device-specific data packages that are assembled from centralized sources but deployed to individual portable devices. Each device receives a customized package of information relevant to the user's needs, allowing offline access while maintaining consistency with the centralized source through selective data extraction and deployment.
3Loss of information
If data is automatically assembled from multiple sources, then comprehensive information is provided, but system complexity increases
Solution Approach 1:
The system introduces an intermediary automated assembly process that collects information from multiple sources (calendar, company databases, social networks, recent communications) and consolidates it into unified information packages. This intermediary layer manages the complexity of multi-source integration while presenting a simplified, organized information set to the user through standardized deployment to their devices.
4Ease of operation
If users manually organize data across devices, then data allocation is precise, but users lack time to perform manual organization tasks
Solution Approach 1:
The system automatically performs data organization and allocation across devices by monitoring user preferences, calendar events, and contextual information. It self-manages the entire process of identifying relevant data, assembling appropriate packages, and deploying them to the correct devices without requiring user time or effort for manual organization.
Solution Approach 2:
The system incorporates user feedback mechanisms where user interactions, preferences, and behavioral patterns are monitored and used to refine and optimize automated data assembly and deployment rules over time. This feedback loop enables the system to improve its data allocation accuracy while continuing to operate autonomously without user intervention.
Data Source
AI summary
The technology disclosed relates to helping sales engineers prepare for sales meetings. In particular, it relates to intelligently and automatically creating packages of information related to sales meetings. The information packages are stored in on-demand systems that are accessible by a plurality of devices used by the sales engineer.The technology disclosed also relates to providing sales engineers offline access to the information packages related to the sales meetings. The information packages can be assembled from and deployed to a plurality of electronic sources and devices based on the sales engineer's needs, criteria, assignments and preferences.