kicktag - about kicktag & cosmos 2014
DESCRIPTION
This presentation introduces Kicktag and the Cosmos reporting platform - this is the perfect place to start if you haven't worked with us before, and there are a number of references for further reading. In this deck, we present an outline of the Cosmos platform including how the reporting modules and data integration tools work together. There are a number of visual examples ranging from basic document libraries to real-time analytics dashboards and bespoke mobile business discovery portals.TRANSCRIPT
KICKTAG WEB SOLUTIONS LTD
Introduction
Kicktag Cosmos
• About Kicktag & Cosmos
• How Cosmos works
• Levels & Modules
• Working with Kicktag
• Summary
Twitter: @KicktagDVhttp://www.kicktag-cosmos.com
About Kicktag
About Kicktag
Our Background & Experience
About Kicktag
• Data Visualisation & Self-Serve Businss Intelligence (SSBI) expertise
• Market Research background
• Extensive knowledge of MR data capture platforms
• Large project experience – both “do it for you” and Self-Serve
• Sector experience: retail; finance; FMCG;
• Project-type experience: customer sat tracker; customer segmentation; mystery shop; retail audits; employee
• Deployments in UK, US, Europe and Middle East.
• Core UK-based development team; offshore helpdesk and support
About Cosmos
Price Barriers
Delivery Issues
Poor ROI
High IT Support Costs
Limited Data Integration
Hard to Customise
Lack of Aesthetic appeal
Online Reporting - Challenges
MR DataViz Current State
• Slow/Costly to
update
• Huge depth of
information
• Difficult to
navigate
• Lack of self-serve
support
• Limited Aesthetics
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About MRDV
Observations &
LimitationsCurrent MRDV Effort
KPI’s / Headlines Drilldown / Details
• Overwhelming volume of data, difficult to browse
• User Type 1 – wants key results quickly & help with
interpretation of results
• User Type 2 – wants detailed analysis by area and KPI
• Suggested approach: “personalise” the portal and split
reporting into KPI dashboards and analytics interface
– link together with click-through and intelligent
searching
Ana
lytic
s
Das
hboa
rds
Effo
rt
• Fabric for data
fusion
• Self-serve
•
Robust with low flexibilityExpensive CustomisationLong timeline for changes
Benefit from Product evolutionNo control over IP
“Mega-platform”
High flexibilityNot robust
Requires large input / guidanceControl over IP
High QA workload
“Code-shop”Cosmos
Extensive CoreSimple Configuration & Self-Serve
Stable CustomisationDedicated Expert Support
Roadmap
General Principles of Cosmos
Cosmos
SSBI
Data Model
HTML5
FLEXIBILITY
Specific Objectives
• Core > Configure > Customise – focus on Core
• Maximise Self-Serve + minimise Training needs
• Reduce setup lead times and ongoing support
costs
• 3x3 Reporting (3 clicks find report, 3 sec
run report)
• Enable Real-time data access and alerting
• Information security at the core of the
design (ISO27001)
• Mobile-compatible (hybrid apps for
Android/iOS)
• Supporting evidence-based business decision
making and creating demonstrable ROI.
• Fabric for
data fusion
• Self-serve BI
• Reduce Build-
times
• Flexible
design
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Cosmos Data Visualisati
onWhy is Cosmos
different?
Cosmos Features
Real-time Dashboard
Main Features:
• Standardised slice & dice dashboard
• Business rules engine to clean data
• Self-serve data file upload and analysis
• White label design template• Standard charts & cross-tab
options• Export to PPT and Excel• Supports multi-language• Supports real-time integration
and ad-hoc uploads
Other Features:
• Charts & KPI Panels• Filters at 3 levels – user,
dashboard and project• Unlimited projects per user• Unlimited dashboards per project• Red Flags• Quota management• Word clouds
Chart Templates & Text Viz Reports
Main Features:
• Pre-aggregated or raw data uploads• Customised HTML navigation screens• Report navigators and drilldown reporting• Custom screen layouts
Other Features:
• Word clouds, raw verbatim• Report browser• Map-based reporting• Embedded media• Exports and downloads
Custom Visualisations & Designs
Main Features:
• Wide range of pre-existing templates to customise• Completely new visualisations created using powerful visualisation and data access• Templates are mobile-friendly and responsive and can be optimised for smart-phone and
tablet access• Partnering with you to understand the goal of each report and suggesting the right design
How Cosmos meets the needs of reporting portal users
Primary Goals of Cosmos
• Relevant, tailored content– direct users to areas
of interest
• Highly visual – clear communication of key results
• Easy navigation & rich click-through and drilldown
• Self-serve help to reduce training burden
• “Listen & Evolve” approach – “vote-up” reports of
interest
• Data fusion library – plot core data against other
indicators
• Versatile exports including PowerPoint builder
• Personal control panel, alerts and newsletter
• “3x3” Reporting
• Automated Uploads
• Auto QA
• Navigation and
Drilldown
• Secure UK Hosting
• Mobile / Browser
proof
• 99.5%+ Uptime
• 4-hour response
time
• Inclusive support
budget
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Cosmos Basics
Delivering the Core System
Cosmos Data Integration“Fabric” & Related Processes
• Fabric is Kicktag’s own solution to complex multi-
source data
• The Fabric file contains all data and metadata
• Raw data files are transformed into Fabric files by:
• Manual data preparation or
• Running macros in excel or
• Existing Data Processing team or
• SQL engine within Cosmos
• Fabric has “embedded metadata” to support versioning
and change
• Fabric is standardised to provide consistent data-
layer to Cosmos
• Fabric is hierarchical – to support complex
geographies and nested questionnaires and code-frames
• If a Fabric-based solution does not work on a specific
report – use fast-tracked disaggregates for more
complex “slice & dice”
• Use chart caching to accelerate common reports (3
second rule)
• 19 column flat-
file format
• Transfer by FTPS
• Exchange as CSV
• Built-in
Hierarchies
• Easy to create
• Housed in SQL
• Fast Read-times
• Enables
benchmarking
• Protects Cosmos
reports from
variability in
source data
Cosmos Data
Intermediate Language for
Data
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Cosmos Data Integration – Raw Data
Self-Serve Raw Data Dashboards
• Any size & shape
of CSV
• Upload through
wizard
• Define biz rules &
logic
• Create & share
dashboards
• Suits ad-hoc and
continuous projects
Raw Data
Enabling slice + dice and real-time
Cosmos Data Integration – Raw Data
Dashboard Creation Process
• Any number of
projects
• Any number of
variables
• Any update
frequency
• Infinite dashboard
permutations
• Admins create
dashboard templates;
users create and
manage favourite
dashboards
Project Creation
End-to-end Self-Serve process
Process Overview
• Extract and check CSV survey data file
• Create Project on dashboard system
• Define business rules to exclude data from dashboard
(if required)
• Load file and run through business rules engine (flag
or remove records)
• Exclude any columns in the CSV that should not appear
in the reporting
• Define labelling to appear on dashboard, and choose
key reports (charts, KPIs, word clouds)
• Check and save Initial Dashboard
• Add users through control panel – define project
permissions
• Configure white label design – logo and colours
• Notify users and launch dashboard
• Users login, customise dashboards (if allowed) –
including filters, comparisons, chart types, palettes
etc
Cosmos Data NavigationConnecting Users to Reports
• Cosmos features a number of built-in tools to support
data navigation
• Push reporting is used to connect users to relevant
results
• Report assistant dynamically searches charts,
dashboards and static documents.
• Reporting is responsive, with charts presented to the
user within 3 sec.
• Custom home pages
• News & alerts
(email & sms)
• Suggested reports
• Report Assistant
• Click-through
• Drilldown
• 3x3 Rule
• Self-serve report
sharing
Cosmos Navigation
Finding Reports in 3 clicks
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How Cosmos can help Insight Projects grow
Richer Visualisation Improves Insight
• New, engaging, chart styles – more immediate insight
into data
• Smart palettes & custom palettes
• Variable and fixed charting (control what users can
see)
• Hierarchical data analysis – deep grouping of functions
and geography
• Embedded media and self-serve help to provide assisted
interpretation
• Advanced Aesthetics
• Highly Configurable
• New Chart Styles
• Hierarchy
Visualisation
• Powerful Drilldown
• Ranking Reports
• Easy-to-read
scorecards
• Embed External Data
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Kicktag Cosmos
Visualisations for Research
Data
Staying Connected to the Data
• More frequent data refresh increases user return-
rates
• Greater frequency upload enables early warnings
and red alerts
• Deeper data access and improved navigability
improves dwell time
• “Self-Serve Help” minimises the support/enquiries
workload
• Continuous user-satisfaction monitoring improves
site evolution
• Consider split streams for frequent loading of
KPI’s
• Move to Self-Serve
• Accelerated Data
Cycle
• Data fusion
• Improved Dashboards
• Powerful Drilldown
• Monitor & Evolve
• Mobile Access &
Alerts
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Kicktag Cosmos
Key features for MRDV
Driving Actions from Data
• Threshold scores
• Alerting
• Trigger “push”
reports
• Embedded
plans/policies
• Vary by Geography
Kicktag Cosmos
Driving Actions
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• Instantly isolate significant results in complex
datasets
• Assign results to individuals or groups –
create/upload targets
• Visualise thresholds and include commentary and
analysis
• Correlate against ad-hoc external datasets e.g.
economic, political
Designing & Building Cosmos Portals
Bid Support
How Kicktag can help…
• Involvement at RFP stage – working with you to provide
solutions consultancy & advice
• Requests for clarification, requirements elicitation
process
• Written content for proposals
• Static visuals
• Case studies
• Access to open demo: demo.kicktag-cosmos.com
• Support through web sessions and face-to-face if
required
Designing and building Cosmos portals
Key steps to success…
• Understand the audience and document the differing use
cases
• Give users a framework to express their priorities for
the tool (workshop techniques inc rapid/live
prototyping)
• Identify gap between current state and future offering
• Plan the delivery of incremental increases in system
value
• Ensure safe transition plan – users; data; application
• Agile delivery and close partnership – prototype,
sprints and iterations
• Test-driven development – validate against success
criteria
• Strict governance of requirements (BRD) – agility is
good, but late changes = unstable systems
• Build self-serve help in parallel with systems
development
Kicktag Portal Setup Process Outline
Support, Monitor, Grow
Support, Monitor, Grow
• Data fusion – incorporate additional data feeds
over time
• Automated alerting – low scores / excellence
alerting / service recovery
• Detailed usage level reporting
• Security monitoring
• Rapid response support times on hardware and
application
• Service Level Agreement and Service Level
Monitoring (two-way)
• Self-serve licences for constant release of new
reports
• New Cosmos features automatically become
available to the client
Summary
• Cosmos portals can range from simple document libraries up to fully customised report and collaboration platforms
• Tiered offering provides relevant level of functionality, modules are switched on or off during setup
• Typical price ranges: ~£1k pa basic dashboard, ~£5-10k pa mid-range portal, £20k+ for custom development
• Kicktag can partner with you on requirements gathering, bid support, data integration, delivery, hosting and support
• Demos: please contact us at [email protected] to request a live demo. For videos and more information see Useful Links at the end of this presentation.
Useful Links
Kicktag Website:
http://www.kicktag-cosmos.com
Kicktag Screenshots on Flickr:
https://www.flickr.com/photos/78038064@N02/
Follow us on Twitter:
https://twitter.com/@kicktagDV