Online Reporting Tools – Self-Serve Reporting

PETE ANSELLFounder - Kicktag

14 years experience in Market Research Data VisualisationFormer European Head of DV – SynovateLead Architect of Kicktag Cosmos platform

Self-Serve Online Reporting – What is self-serve?

Self-serve dashboard

Serviced dashboard

Help test system & train the client

Prepare a specification based on client requirements

Identify a supplier to build the reports

Agree setup cost & service level agreement

Monitor system & sit between client & supplier

Identify a supplier to provide/support the software

Load data, create reporting, manage users

Purchase licence(s)

Prepare a specification based on client requirements

Handle client queries

Self-Serve Online Reporting – Introduction

Self-serve dashboard

Serviced dashboard

Our client has very complex requirements

We don’t have time to support this ourselves

Mixed Mode

If our supplier can set up the reports, we

could manage them ourselves

It’s faster for us to build reports

ourselvesWe have limited

budget

Self-Serve Online Reporting – Benefits for the User

Faster response times

Enables “Data Discovery”

Agile setup & deployment

Greater stakeholder involvement

Keeps the researcher closer to the final deliverable

Reduced IT support costs

Greater flexibility of visual design

User management

Basic pre-defined data filtering, tracking and comparisons

Shared file storage

Content management

Serviced dashboard

Self-serve dashboard

Self-Serve Online Reporting – Which Parts of the Process?

Aesthetic elements / white label options

Infographic / advanced graphical output

Customised dashboard deployment

Advanced analytics

more suitable for self-serve

less suitable for self-serve

Switch between multiple projects

Select theme and background image

Select a date range or custom filter

Configure chart variables, comparisons, filters and aesthetics

Drilldown into detailed comments

Self-Serve Online Reporting – Choosing the Right Reporting Tools (I) Flexible

Mobile

Ease of Use

Support

Predictive

CollaborationAesthetics

Closed Loop

Analytical

Affordable

Connectivity

Define relevant evaluation criteria

Stakeholder workshops

Fully define the project requirements

Begin evaluation

Self-Serve Online Reporting – Choosing the Right Reporting Tools (II) Flexible

Mobile

Ease of Use

Support

Predictive

CollaborationAesthetics

Closed Loop

Analytical

Affordable

Connectivity

Record & agree weightings

Identify user priorities

Engage with project stakeholdersYour priority rating

Self-Serve Online Reporting – Choosing the Right Reporting Tools (III)

Flexible

Mobile

Ease of Use

Support

Predictive

CollaborationAesthetics

Closed Loop

Analytical

Affordable

Connectivity

System capability ratingYour priority rating

Record scoring vs priorities

Seek independent reviews (e.g. BARC)

Evaluate reporting system – demos & hands-on

Identify gaps

Missing functionality => showstopper?

Redundant functionality => wasted investment?

Self-serve can help lower the barriers to entry-level reporting

Always analyse project requirements to decide what degree of self-serve is required – ask the stakeholders challenging questions!

Map roles & responsibilities to the self-serve features

Maximise efficiency by allocating the right resource to the right tasks

Factor in self-serve and other features to make sure you select the most appropriate reporting tools

Summary & conclusions

For more info:

http://www.kicktag.uk.com@KicktagDV