Cosmos Data VisualisationKicktag Web Solutions – Q3 2012 Presentation
Q3 2012
1 ABOUT COSMOS
SHARING DASHBOARDS
ADVANCED REPORTING
PERFORMANCE IMPROVEMENT
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3
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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
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Research
Data
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Fabric
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Hierarchy,
DataCuts
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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