Workflow Manager Segmentation for User Path Adaptation
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Solution Overview
Problem
Current workflow management systems require significant development time and resources to effectively inform users of events, offers, and services, leading to increased costs and potential missed opportunities due to inflexible user paths that fail to adapt to changing user preferences and interests.
Innovation Solution
A workflow manager that enables the creation and management of workflows through a graphical interface, allowing for the configuration of user paths based on user attributes, conditions, and communications, which can be automatically generated and updated to optimize user engagement and adapt to changing user preferences.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If custom development is performed for each user path to successfully perform desired actions, then user engagement effectiveness is improved, but development time and costs increase significantly
Solution Approach 1:
The system segments user paths into reusable templates and components that can be independently configured. Instead of custom-developing each user path from scratch, teams can select from predefined templates (e.g., onboarding, re-engagement, retention) and customize specific parameters, dramatically reducing development time while maintaining engagement effectiveness.
Solution Approach 2:
The workflow manager provides universal templates and components that can be applied across multiple user paths and scenarios. A single template can serve different purposes by configuring different parameters, eliminating the need for separate custom development for each user path type while maintaining effectiveness through targeted customization.
2Adaptability or versatility
If workflows are expanded with new user paths to address more user segments, then user engagement coverage is improved, but development resources and costs continue to increase
Solution Approach 1:
The system divides the complex task of managing multiple user paths into manageable segments through standardized templates. Each template represents a specific engagement scenario that can be independently configured and deployed, allowing teams to expand coverage by simply adding new template instances rather than developing from scratch.
Solution Approach 2:
Instead of developing new workflows for each user segment, the system allows customization through parameter changes within existing templates. Teams can adjust parameters such as timing, messaging, and triggering conditions to adapt templates to different user segments, maintaining versatility without proportionally increasing development resources.
3Reliability
If individual workflows are developed with custom user paths, then user experience effectiveness is improved, but opportunities are overlooked due to excessive development costs
Solution Approach 1:
The system employs disposable, pre-built templates that can be quickly deployed and modified without requiring expensive custom development. These templates are designed to be easily instantiated and configured, allowing teams to pursue user engagement opportunities without being constrained by high development costs, thereby reducing missed opportunities.
Solution Approach 2:
Universal templates provide a cost-effective way to deliver effective user experiences across multiple scenarios. By using a single versatile template framework that can be configured for different user segments and engagement goals, teams can maintain user experience effectiveness while significantly reducing development costs compared to custom development for each scenario.
Data Source
AI summary
A workflow manager can be configured to present a graphical interface to an entity and display a current status of a workflow via the graphical interface. Via the graphical interface, the entity can provide one or more indications that indicate an entry condition for the workflow, one or more message communications, and one or more filter conditions. The entity can activate the workflow and cause the workflow manager to identify a user population that satisfies the entry condition and cause the user population to be presented with the one or more message communications and the one or more filter conditions of the workflow. Different user segments of the user population may be assigned to different user paths, where each user segment receives different communications based on their corresponding user paths.