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 enquiries@kicktag.co.uk 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