Cosmos Data VisualisationKicktag Web Solutions – Q3 2012 Presentation

Q3 2012

1 ABOUT COSMOS

SHARING DASHBOARDS

ADVANCED REPORTING

PERFORMANCE IMPROVEMENT

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3

4

1. About Cosmos & Market Research Data Visualisation

The Challenges…

High IT

Support

Costs

Hard to

Customise

Lack of

Aesthetic

Appeal

Limited Data Integration

Impacts• Price barriers

• Delivery issues• Poor ROI and TTV

• Loss of client confidence

The Concept…

Cosmos

Self-serve Data Visualisation for MR Professionals

Simplify Data IntegrationUpgraded UI &

Visualisations Palette

SSBI

Fabric

HTML5

What is Cosmos?• Self-serve Data Visualisation platform• Runs from “Fabric” data-file – including multi-

source data• Portal framework: roles-based access & extensible

structure• Exports to PDF, PPT, XLS• Closed Loop Performance Improvement tools:

– “OnPoint” Action Planning (OPAP)– Red Alerts– Organisational Action Maps

• Visualisations/ features:– Over 30 chart styles inc Org Charts, People Charts and

Action Maps– Composite report styles such as Scorecards– Click-through, drill-down and Report Assistant for navigation

• Tariff-based price model• Secure UK-based hosting

1 2 3 4

Upload Data

Build Dashboards Share

Portal Creation Process• Self-serve, end-to-end from data-file to portal

launch• Upload data in Fabric format into web interface• Power-users build charts and dashboards• Distribute reports to end-users; access controlled

by roles• Manage and monitor via the online control panel

Monitor

1

Research

Data

4

Fabric

2

Hierarchy,

DataCuts

3

Multi-source Data

• Simple, normalised, vertical (“post-tables”) format Pre-QA’d by data team and in-sync with offline reporting

• Compatible out-of-the-box with all visualisation modules, thresholds and benchmarks

• Fast report rendering• Easy to generate using MR

processing / analysis packages – or using Kicktag service

• NOT used for “on-the-fly” reporting (freeform slice-and- dice)

Fabric Data Format

Multi-sourceData

ActionPlans

Porta l

Charts

Extending Cosmos• Build & deploy entire portal

frameworks using dashboard menu structures

• Deploy reports across-hierarchy or to specific report owners

• Highlight areas of concern by defining thresholds on the data

• Communicate red alerts using built-in communications system

• Enable “OnPoint” Action Planning (OPAP) to increase report-owner accountability

• Fuse external data into the Fabric file – e.g. employee data, revenue, retail traffic, economic variables

2. Sharing Dashboards

Measures

Time Periods

Data Cuts

Choose Data

Chart Type

Fonts/ Colours

Thresholds

Format Chart

Dashboard Layout

Menu Structure

Portal Theme

Construct Portal

Access Levels

User Hierarchy

Power Users

Relate to Users1 2 3 4

Define Charts Define Access

Construct Final Dashboards

Choose Data Format Chart Construct Portal Relate to Users1 2 3 4

Choose Data Format Chart Construct Portal Relate to Users1 2 3 4

Choose Data Format Chart Construct Portal Relate to Users1 2 3 4

Choose Data Format Chart Construct Portal Relate to Users1 2 3 4

Import

Auto QA

Check Metadata

Fabric Upload

Logins

Dashboard Usage

Dashboard Ratings

Monitor

Send Red Alerts

Trigger OPAP’s

Update Dashboards

Update Reports

User Access

Security

Documents

Manage

Regular Load

Hierarchy Updates

Q’aire Updates

Data Transfer

Hierarchy

Metadata

Data Values

Quality Control

Example Structure of a Tracker

User Customisations

• Allow users to control their own preferences, such as: landing page; alerts; themes; languages; viewing mode

• Where users do not select preferences they will inherit from the project first, and then the system settings

Other Delivery Methods

• Use DeckBuilder to create PowerPoint decks from your charts

• Choose project, template PowerPoint file, format (PPT or PDF) – then include all the charts you need

• Alternatively, export dashboards direct from dashboard viewer mode, as single or multi-page documents

3. Advanced Reporting

Cosmos Advanced FeaturesFeature Available- Embedded closed-loop Action Planning system - Infographic-style Visualisations - Customisable skins per client and per user; tablet and smartphone ready - Performance-threshold display and integrated management - Significance testing, custom data flagging and report/dashboard commentary

- Hierarchy changes, ragged hierarchies, multiple hierarchies - Questionnaire changes, hierarchical questionnaires - Portal-builder functionality for complex dashboard sets - Drill-down, click-through and SmartSearch for report linkages - Exports to PDF, PPT and XLS

Visualise Your Business…

• Instantly highlight areas of weakness and excellence in the organisational structure

• Visual highlighting based on defined thresholds

• Drilldown to details and trends provides next-step insight

Infographics Chart Styles

Scorecards Designed On-the-Fly

• Simply choose questions and sections, Cosmos/Fabric builds the scorecard. Release to 100’s of report owners

• Trends automatically inserted based on Fabric data

• Comparators automatically generated from hierarchy

• RAG generated from thresholds created in the portal

Embedded Bespoke Infographics

• Create from Fabric data using Kicktag infographics service

• Deploy through portal framework via “image panel” visualisations

• Add security as required

Report Assistant (Smart Search)

• Enter a search term

• Report assistant searches: charts; dashboards; hierarchy; datacuts; questionnaire; commentary; users – and returns quicklinks to results

4. Performance Improvement

Install as Report

Connect to Email

Closed Loop

Red Alerts

Dynamic Access

AP Ownership

Escalation

OPAP’s

Score Ranges

Visual Indicators

RAG Flagging

ThresholdsInsigh

t?

Adding Actions & Insights

OnPoint Action Plan• Fabric data is automatically

benchmarked against threshold scores managed in Studio

• Any data point can have an OP Action Plan associated with it

• OPAP’s can be: Remedy / Reward / Maintain

• Dynamically accessed direct from any report

Manage Threshold Values• Any data point in the Fabric

data file can have Thresholds associated

• Thresholds are used to trigger OPAP trackers, Red Alerts and visual styles on charts

• Manage online as part of the data upload and QA

Visualise Thresholds

• Add ad-hoc thresholds on any chart in Cosmos Studio

• Set colours and visual styles

• Visualise on lines, gauges, bars, organisation charts, scorecards and other chart types.

5. Conclusion