Tile-Based Data Visualization for CRM Pipeline Anomaly Insight
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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 linear pipeline views into a two-dimensional tile-based visualization system. Each tile represents a pipeline item with multiple visual dimensions (size, color, position) that simultaneously encode multiple data characteristics. This dimensional transformation enables comprehensive insights into future opportunities and current anomalies while maintaining operational organization.
Solution Approach 2:
The patent employs color as a visual characteristic to represent different data characteristics of pipeline items. By assigning colors based on various attributes (e.g., probability, stage, value), the system provides comprehensive insights into multiple aspects of sales data simultaneously, resolving the contradiction between operational organization and information completeness.
2Adaptability or versatility
If multiple systems are integrated for seamless data flow, 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 multiple data sources and characteristics in a unified manner. This multi-functional approach allows seamless integration of disparate systems by mapping their data into the common tile structure, reducing integration complexity and time while maintaining data compatibility.
Solution Approach 2:
The tile visualization system acts as an intermediary layer between disparate systems. Instead of directly integrating multiple systems, the patent uses tiles as a mediating data representation that standardizes data from different sources, thereby reducing technical challenges and integration time while ensuring seamless data flow.
3Measurement precision
If alphanumeric data is displayed in traditional formats, then data accuracy is maintained, but actionable insights and visual progress tracking are reduced
Solution Approach 1:
The patent assigns colors to represent different data characteristics and progress states. This visual encoding maintains data accuracy while simultaneously providing actionable insights through intuitive color-based patterns and anomalies, resolving the contradiction between precision and insight.
Solution Approach 2:
The patent transforms one-dimensional alphanumeric data into two-dimensional visual tiles with multiple encoding dimensions. This transformation preserves data accuracy while adding visual dimensions that convey actionable insights and progress tracking, eliminating the need to choose between precision and insight.
4Quantity of substance
If detailed alphanumeric data is presented, then data completeness is improved, but ease of visual interpretation and progress visualization are reduced
Solution Approach 1:
The patent segments comprehensive data into individual tile units, each representing a pipeline item with multiple encoded characteristics. This segmentation allows complete data representation while making visual interpretation easier through modular, visually distinct units that can be quickly scanned and understood.
Solution Approach 2:
The patent uses color encoding to represent different data characteristics within each tile. This visual encoding method maintains data completeness while dramatically improving ease of visual interpretation, as users can quickly comprehend multiple data aspects through color patterns without reading detailed alphanumeric information.
Data Source
AI summary
Operations for arranging discrete graphical elements representing alphanumeric data in a non-alphanumeric manner include causing an arrangement of a plurality of tiles on a display, the tiles being associated with items associated with a common objective and including a first and second characteristics having first and alphanumeric values. Each tile adopts first and second visual characteristics, has a unique position within the initial arrangement, and the tiles visualize progress toward the common objective. Changes in the first or second alphanumeric values cause: re-sorting the tiles to an updated arrangement differing from the initial arrangement; a first visual change in the first visual characteristic or the second visual characteristic of the first tile; and a second visual change in the first visual characteristic or the second visual characteristic of a second tile.