automation in market research drives rapid and...

19
Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. Automation in Market Research Drives Rapid and Impactful Action Holly Carter, Product Marketing, Confirmit

Upload: others

Post on 09-Jun-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential.

Automation in MarketResearch Drives Rapidand Impactful Action

Holly Carter, Product Marketing, Confirmit

Page 2: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |Source: Grit report Q3-Q4 2016, https://www.greenbook.org/GRIT_Q3-Q4-2016.html

AutomationA Game Changer

2

Page 3: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 3

Techniques for making a process operate automatically

Computers can carry out tasks that have well-defined rules

What is Automation?

Page 4: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 4

Benefits

Deliver insights faster

Handle higher volume

Provide a richer analysis

Improve consistency

Be more efficient and exceed client expectations

Automation to Market Research

Page 5: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Automation in the MR Process

5

Define the Problem and

Research Objectives

Develop Research

Plan

Collect Data Analyze DataPresent Findings

Survey Design & Sampling Data Collection Analysis & Reporting

Analysis, Dashboards, Social Analytics, Text Analytics

Survey Delivery & Data Collection,

Web, Email, CATI, CAPI, IVR,

SMS, App, Etc.

Panel Management, Sampling, Survey Design,Survey Routing

Page 6: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 6

Automation Examples

Page 7: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 7

GPS Location GPS coordinates Outdoors Entry/exit survey

Beacon Bluetooth Indoors, short

range Display feedback,

path-to-purchase

Automated, Location-Triggered SurveysConvenient, Meaningful, Engaging

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 9

Page 8: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 8

GPS Location

Market Research firm for Retail Co.: Triggers surveys at

competing store’s location

Beacon

Market Research firm for CPG: Mystery

shopping, in-store display trigger

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 10

Automated, Location-Triggered SurveysCurrent Use Cases

Page 9: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 9

Automatically Categorizes & Interprets Sentiment for Unstructured Text

Find actionable insights in free-form text

Increase respondent’s engagement

Improve respondent experience with shorter surveys

Text Analytics

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Insights Hidden in Unstructured Data

Page 10: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Automatically Encourage RespondentsDynamic Open Text Question Type

10

Page 11: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Automated AnalysisAnalysis Reporting Template & Discovery Analytics

11

Analysis Report Template Discovery Analytics

Page 12: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Automated AnalysisAnalysis Reporting Template & Discovery Analytics

12

Analysis Report Template Discovery Analytics

Page 13: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Automated Report DeliveryPortals and Dashboards

17

Page 14: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. | 14

What’s Next in Automation?

Page 15: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Automated Self-Serve Research

15

Define the Problem & Research

Objectives

Develop Research

Plan

Collect Data Analyze DataPresent Findings

Survey Design & Sampling Data Collection Analysis & Reporting

End-to-End Automated Self-Serve Research

Page 16: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Delivering Results Fast

Get 80% of the info in a quarter of the time

Opportunity to rethink business processes and opportunities

Differentiating factor against competitors

Capture more revenue from projects you may not have won otherwise

Consider hybrid research model

Self-Serve Research

16

Page 17: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

Delvinia: Methodify

Pre-Packaged Methodologies

Select industry-research method

Select sample and reporting Connected to panel and Confirmit

via API

Configure and launch the project

View the results in real time on a pre-defined dashboard

Download final insight and data

17

Page 18: Automation in Market Research Drives Rapid and …insightinnovation.org/iiex-presentations/NA18/Holly.pdfTitle PowerPoint Presentation Author Chad Kellenberger Created Date 5/30/2018

Copyright © 2018 Confirmit. All Rights Reserved. Confirmit Confidential. |

A Significant Business Opportunity

Deliver insights faster

Save time, cost, and resources

Drive quality improvements

Gain a competitive advantage

Capture additional revenue

Automation in Market Research

18