A presentation on the benefits of self-serve data visualisation - originally presented by Pete Ansell for the ICG webinar series.

1. Online Reporting Tools – Self-Serve Reporting
PETE ANSELL
Founder - Kicktag
14 years experience in Market Research Data Visualisation
Former European Head of DV – Synovate
Lead Architect of Kicktag Cosmos platform

2. Self-Serve Online Reporting – What is self-serve?
Serviced dashboard Self-serve dashboard
Prepare a specification based on client requirements
Identify a supplier to build the reports
Agree setup cost & service level agreement
Help test system & train the client
Monitor system & sit between client & supplier
Prepare a specification based on client requirements
Identify a supplier to provide/support the software
Purchase licence(s)
Load data, create reporting, manage users
Handle client queries

3. Self-Serve Online Reporting – Introduction
Serviced dashboard Self-serve 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
ourselves
We have limited
budget

4. Self-Serve Online Reporting – Benefits for the User
Keeps the researcher closer to the final deliverable
Enables “Data Discovery”
Agile setup & deployment
Greater stakeholder involvement
Reduced IT support costs
Faster response times
Greater flexibility of visual design

5. Self-Serve Online Reporting – Which Parts of the Process?
Serviced dashboard Self-serve dashboard
less suitable for self-serve more suitable for self-serve
User management
Shared file storage
Basic pre-defined data filtering, tracking and comparisons
Content management
Aesthetic elements / white label options
Infographic / advanced graphical output
Customised dashboard deployment
Advanced analytics

7. 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

8. Self-Serve Online Reporting – Choosing the Right Reporting Tools (I)
Flexible
Mobile
Ease of Use
Support
Predictive
Aesthetics Collaboration
Affordable
Analytical
Connectivity
Closed Loop
Fully define the project requirements
Stakeholder workshops
Define relevant evaluation criteria
Begin evaluation

9. Self-Serve Online Reporting – Choosing the Right Reporting Tools (II)
Flexible
Mobile
Ease of Use
Support
Predictive
Aesthetics Collaboration
Affordable
Analytical
Connectivity
Closed Loop
Engage with project stakeholders
Identify user priorities
Record & agree weightings
Your priority rating

10. Self-Serve Online Reporting – Choosing the Right Reporting Tools (III)
Flexible
Mobile
Ease of Use
Support
Predictive
Connectivity
Aesthetics Collaboration
Evaluate reporting system – demos & hands-on
Affordable
Analytical
Closed Loop
System capability rating
Your priority rating
Seek independent reviews (e.g. BARC)
Record scoring vs priorities
Identify gaps
Missing functionality
=> showstopper?
Redundant
functionality =>
wasted investment?

11. Summary & conclusions
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
For more info:
http://www.kicktag.uk.com
@KicktagDV