Enterprise UI Customization via Guided Privilege Wizard
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Solution Overview
Problem
Commercial and enterprise software applications often employ a one-size-fits-all approach to User Interfaces (UIs), which can lead to a learning curve for end users, resulting in short-term productivity loss, as users must adapt to a UI that may not be optimized for their specific needs or use cases.
Innovation Solution
A system and method that allows end users to customize UIs, such as Customer Relationship Management (CRM) UIs, by providing templates and a configuration wizard, enabling users to modify layout and widgets according to their specific requirements, while preserving universal functionality and adhering to business logic and display logic constraints.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of manufacture
If a common layout of objects and widgets is used for all UI versions, then device complexity is reduced and ease of manufacture is improved, but ease of operation deteriorates and productivity decreases
Solution Approach 1:
The UI layout transitions from a static common design to a dynamic personalized design. The system allows users to modify the layout and arrangement of objects and widgets according to their specific needs, making the UI adaptable rather than fixed. This dynamic approach resolves the contradiction by enabling both a common base structure (for ease of manufacture) and personalized customization (for ease of operation).
Solution Approach 2:
The patent enables different parts of the UI to have different properties and arrangements tailored to specific user needs. Instead of applying a uniform layout across all users, the system allows local customization of individual objects and widgets, permitting each user to optimize specific areas of the interface for their particular tasks and preferences.
2Device complexity
If a common layout of objects and widgets is used for all UI versions, then device complexity is reduced, but adaptability deteriorates
Solution Approach 1:
The UI is segmented into modular objects and widgets that can be independently configured and arranged. This segmentation allows the system to maintain a common structural framework (reducing overall complexity) while enabling flexible reconfiguration of individual elements to adapt to different user needs and use cases.
3Productivity
If users are allowed to customize UI layout and widgets, then ease of operation and productivity are improved, but device complexity increases
Solution Approach 1:
The system enables users to perform their own UI customization without requiring complex configuration processes or expert knowledge. Users can directly modify the layout and arrangement of objects and widgets according to their preferences, making the customization process simple and self-directed rather than requiring complex system administration.
Data Source
AI summary
In one embodiment, a method is illustrated as rendering an application User Interface (UI) to be modified to reflect a use case, and initiating a guided procedure relating to the use of an elected privilege to modify the application UI. Further, in one embodiment, a method is illustrated as including displaying a configuration rule, the configuration rule used to govern a UI configuration, detecting a selection of the configuration rule as an elected privilege relating to modifying a UI element and a layout element, and storing the elected privilege. In some cases, the UI is a Customer Relationship Management (CRM) UI.