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
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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
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About Kicktag
About Kicktag
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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
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About Cosmos
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Price Barriers
Delivery Issues
Poor ROI
High IT Support Costs
Limited Data Integration
Hard to Customise
Lack of Aesthetic appeal
Online Reporting - Challenges
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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
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Effo
rt
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• 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
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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?
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Cosmos Features
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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
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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
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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
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How Cosmos meets the needs of reporting portal users
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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
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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
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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
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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
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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
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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
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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
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Designing & Building Cosmos Portals
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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
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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
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Kicktag Portal Setup Process Outline
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Support, Monitor, Grow
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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
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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.
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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