US 12,248,954 B2
Systems for managing consumer research
Deborah Levitt, Tuscon, AZ (US)
Filed by Brass Flowers Inc., Tucson, AZ (US)
Filed on Feb. 22, 2022, as Appl. No. 17/677,793.
Prior Publication US 2023/0267485 A1, Aug. 24, 2023
Int. Cl. G06Q 30/0203 (2023.01); G06Q 10/109 (2023.01); G06Q 10/1093 (2023.01)
CPC G06Q 30/0203 (2013.01) [G06Q 10/1095 (2013.01)] 17 Claims
OG exemplary drawing
 
1. A system, comprising:
a processing server instantiated on a cloud-based processing device, the processing server configured to:
receive survey response data that corresponds to an answer by an individual research subject to an individual survey question, wherein the survey response data is received from:
a first instance of a researcher virtual dashboard running on a first researcher device;
a research subject virtual dashboard running on a research subject device, the research subject device associated with the individual research subject; or
a customer virtual dashboard running on a customer device, the customer device associated with a customer requesting a research study;
store, in a response database, the survey response data as part of respondent data that corresponds to a pool of survey responses by a pool of research subjects;
receive, from the customer virtual dashboard, rubric data that corresponds to a rubric for scoring the answer to the individual survey question by the individual research subject;
score, using the rubric data, the respondent data that comprises the survey response data to obtain scored response data, wherein the scored response data indicates a score for the individual research subject based on the rubric;
store, in the response database, the scored response data;
receive, from the first instance of the researcher virtual dashboard, filtering response data indicative of a response score to identify one or more preferred research subjects or advance the individual research subject in the research study;
receive, from the first instance of the researcher virtual dashboard, profile data indicative of a preferred ratio for desirable responses, the profile data corresponding to one or more user inputs;
automatically generate a preferred segment based on preferred ratio of desirable responses;
in response to the scored response data corresponding to a minimum score, store, in a segment database, the survey response data, wherein the segment database further stores a subset of the pool of survey responses corresponding to a subset of the pool of research subjects; and
output the survey response data to:
the first instance of the researcher virtual dashboard;
the research subject virtual dashboard; or
the customer virtual dashboard;
a scheduling server instantiated on the cloud-based processing device, the scheduling server configured to:
receive invite data that corresponds to a number of potential subjects to invite to advance in the research study, wherein the potential subjects are drawn from the segment database;
generate invite communication data that corresponds to a communication designated for the potential subjects inviting the potential subjects to participate in the research study;
receive schedule goal data that corresponds to a number of interviews to schedule with the potential subjects, wherein the number of interviews to schedule, as indicated by the schedule goal data is less than the number of potential subjects to invite, as indicated by the invite data;
receive schedule data that corresponds to scheduled interviews with at least a portion of the potential subjects, wherein the scheduled interviews are reflected in calendar data associated with one or more interviewing researchers;
receive interview goal data that corresponds to a goal for a number of interviews to actually hold with the potential subjects, wherein an individual interview comprises a live communication between an individual study subject and the one or more interviewing researchers, wherein the goal for the number of interviews to actually hold, as indicated by the interview goal data, is less than the number of interviews to schedule, as indicated by the schedule goal data;
receive confirmation data that corresponds to interviews actually held with study subjects, wherein the confirmation data is associated with an input received via the first instance of the researcher virtual dashboard that indicates whether the individual study subject participated in a scheduled interview with the one or more interviewing researchers;
determine, based on the confirmation data and the interview goal data, whether the goal was met;
in response to the confirmation data indicating the goal was met, generate cancelation data that corresponds to:
a message informing remaining potential subjects associated with the interview goal data that their participation in the research study is not needed, wherein the scheduling server is further configured to output, to the research subject virtual dashboard, the cancelation data; and
remaining interviews with the remaining potential subjects being removed from the calendar data, wherein the scheduling server is further configured to edit the calendar data to remove the remaining interviews;
in response to the confirmation data indicating the goal was not met, generate additional invite data that corresponds to inviting additional potential subjects to participate in the research study, wherein the additional potential subject is invited by at least one of a dashboard notification on the research subject virtual dashboard, a screener survey on a website, an automated phone call, an in-person phone call, a video call, a text message, an instant message, and an email; and
output, to one or more additional devices associated with the additional potential subjects, the additional invite data; and
a collaboration server instantiated on the cloud-based processing device, the collaboration server configured to:
receive vote data that corresponds to a vote on whether to include the individual research subject in the segment database, wherein the vote data assists in determining whether the survey response data is included in the segment database;
in response to the vote data indicating the individual research subject should not be included in the segment database, exclude the survey response data from the segment database; and
in response to the vote data indicating the individual research subject should be included in the segment database, include the survey response data in the segment database.