Introduction to Panel Management Solutions


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  • Introduction to Panel Management Solutions

    1. 1. Online Panel Management<br />An opportunity to enhance your research practice<br />Speaker: Rudly Raphael<br />
    2. 2. About SurveyAnalytics<br /><ul><li>Started in 2002 in Seattle, WA
    3. 3. #172 on Inc. 500 Fastest Growing Private Companies
    4. 4. #12 on Puget Sound Journal's Top 100 in Washington
    5. 5. Over 6K+ clients and growing!
    6. 6. QuestionPro, SurveyAnalytics, IdeaScale, MicroPoll</li></ul>Rudly Raphael<br />Director of Panel Solutions<br /> <br />
    7. 7. Agenda<br />Online panel landscape<br />Industry challenges<br />Advantages of using an online panel<br />How to select the right panel management solution<br />MicroPanel platform<br />Panel management best practice<br />Panel recruitment<br />Reward<br />Text<br />
    8. 8. Online Panel Landscape<br />Virtually nonexistent 10 years ago<br />Significant growth in the MR sector<br />85% of online research spending is supported by panels<br />Industry is still dominated by a handful of providers who account for more than 50% of panel revenue<br />Increase internet penetration will result in the creation of more panels <br />Text<br />
    9. 9. Industry Challenges<br />Data quality<br />Response rate<br />Industry standards<br />Price war among panel providers<br />Software license fees<br />Text<br />
    10. 10. Advantages of online panels<br />Quick research turn around<br />Control over data quality<br />High response rate<br />Extensive profile information<br />Reduce project cost<br />Text<br />
    11. 11. Panel software selection<br />Cost (Annual software license ranges from $10k+ depending on panel size)<br />Platform (Hosted or Installed)<br />Software capability<br />Integration (reward catalog, mobile, etc.)<br />Learning curve<br />Technology<br />
    12. 12. Panel Workflow<br />
    13. 13. Panel Design Outline<br />Develop benchmark questionnaires<br />Panelists communication material<br />Member portal design and layout <br />Develop first survey<br />Identify and develop subsequent surveys to exercise panelists<br />Determine panel size<br />Determine survey participation frequency<br />Decision on survey and registration incentives<br />
    14. 14. Panel Recruitment<br />Database source (existing customer list or recruitment from scratch)<br />Recruitment channels (Industry list, Ad network, CoReg, social media)<br />Affiliate Program<br />Engagement (first survey, profiles, specialty profiles, activities)<br />Drawing<br />Recruitment tracking tools<br />Text<br />
    15. 15. Reward<br />Establish a point system (if it’s good for AMEX, it’s good enough for you)<br />One shoe does not fit all (points, drawings, gift cards, prizes)<br />Rewards are not meant to be treated like rebates<br />Activity rewards (registration, profiles updates, disqualification)<br />Drawings (are conducted on time and winners are announced and posted)<br />Survey Incentives (must be based on complexity, survey length, audience)<br />Text<br />
    16. 16. Best Practice<br />KISS principle (always have your respondents in stick shift mode)<br />Set reasonable expectations<br />Treat your members like experts<br />Be an advocate for panelists<br />Incentives, Rewards – Don’t insult their intelligence<br />Set participation rules <br />Address every email<br />
    17. 17. Quality not Quantity<br />Panel intimacy<br />Test, test, test and test some more<br />Avoid the survey invitation overkill<br />Don’t put reminders on autopilot<br />Develop multiple survey invitation templates<br />Add resting period after each survey<br />If necessary, offer incentives for disqualifiers<br />Throw them a bone every now and then<br />Always have a parachute plan <br />
    18. 18. Confidence Score<br /> Confidence score is a sampling feature integrated within Survey Analytics, designed to address data quality by sampling respondents based on survey response pattern and profile information.<br />A score is assigned to each profile variable<br />The system tracks respondent’s survey taking pattern<br />Survey data is cross referenced with profile data<br />Inconsistencies are red flagged and drops the score<br />Respondents with low confidence scores are selectively removed from future sample<br />Text<br />
    19. 19. Deliverables<br />Panel engagement tools<br />Panel management dashboard (metrics, utilization) <br />Member portal administration<br />Panel segmentation (specialty profiles)<br />Recruitment tracking<br />Reward tracking<br />Online research tools<br />Data delivery and online reporting facility<br />
    20. 20. MicroPanelplatform<br />Community portal for panel registration and profile management<br />Panel engagement Tools (quick polls, message boards, respondent management)<br />Unified software platform (surveys, reports, advance analytics, panel management) <br />Data delivery and online reporting<br />Custom reward solution (points, cash, gift cards)<br />
    21. 21. MicroPanel Modules<br />SurveyswipeSmartPhone App<br />Ipad App<br />Survey Pocke<br />Ideascale – idea generation<br />
    22. 22. MicroPaneladvantage<br />Affordable software licensing fees (small, medium, large firms)<br />Unlimited surveys(no additional data collection charge)<br />No up front development charge (panels can be created in minutes)<br />Unified platform (Surveys, reporting, analytics, mobile, panel, polls)<br />Custom reward solution (points, cash, gift cards)<br />
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    27. 27. Questions?<br />For more information or to schedule a demo, contact:<br />Rudly Raphael<br />Director of Online Panel Solutions<br /><br /><br />