These are the slides from the Survey Analytics November 2013 Education Hour presented by VP of Client Services Esther LaVielle and Panel Product Director/Chief Growth Officer John Johnson. "Research and Community Building with a Roadmap" Agenda: - Does Your Research Plan Need a Makeover? - Got Panel? - The Cost Benefit Analysis For Panel - How to Add Panel to Your SA account - Demonstration on Survey Analytics - Panel Health + Data Received = ? - New Features on Survey Analytics - Q & A

1. EDUCATION HOUR
November 20th, 2013
Wednesday, November 20, 13

2. “HI FOLKS!”
Esther LaVielle
VP of Client Services
Wednesday, November 20, 13
John Johnson
Product Director
Panel Management
Agenda ...

3. “HI FOLKS!”
Esther LaVielle
VP of Client Services
4 Years with Survey Analytics
7 Years Market Research Experience
Qualitative & Quantitive
“When I’m not working I enjoy being
in nature, traveling, cooking new
recipes, and hanging out with my dog,
Cooper.”
Wednesday, November 20, 13
John Johnson
Product Director
Panel Management
Agenda ...

4. “HI FOLKS!”
Esther LaVielle
VP of Client Services
John Johnson
Product Director
Panel Management
Agenda ...
4 Years with Survey Analytics
7 Years Market Research Experience
Qualitative & Quantitive
3 years with Survey Analytics
12 years Market Research Experience
Qualitative & Quantitative
“When I’m not working I enjoy being
in nature, traveling, cooking new
recipes, and hanging out with my dog,
Cooper.”
“When I’m not working I enjoy being with
my family and friends, staying up to date
with the newest technologies, and I’m a big
Seahawks fan!
Wednesday, November 20, 13

5. RESEARCH AND COMMUNITY BUILDING
WITH A ROADMAP
Wednesday, November 20, 13

6. AGENDA
•
•
Got Panel?
•
The Cost Benefit Analysis For Panel
•
How to Add Panel to Your SA account
•
Demonstration on Survey Analytics
•
Panel Health + Data Received = ?
•
New Features on Survey Analytics
•
Wednesday, November 20, 13
Does Your Research Plan Need a Makeover?
Q &A

7. DOES YOUR RESEARCH PLAN NEED A
MAKEOVER?
Wednesday, November 20, 13

8. RESEARCH PLAN MAKEOVER
Technology Makeover in Market Research Results:
•
•
Improvements in Data collection - online, offline
surveying tools, mobile research, sample explosion
•
Creation of new Research roles - IT working with
MR closer to attain research goals
•
Enhanced Data Analysis tools and reports
•
Wednesday, November 20, 13
Social Media is now an integral part of research
Big Data for increased analysis options growing

9. RESEARCH PLAN MAKEOVER
Technology Makeover in Market Research Results:
•
•
Improvements in Data collection - online, offline
surveying tools, mobile research, sample explosion
•
Creation of new Research roles - IT working with
MR closer to attain research goals
•
Enhanced Data Analysis tools and reports
•
Wednesday, November 20, 13
Social Media is now an integral part of research
Big Data for increased analysis options growing

10. RESEARCH PLAN MAKEOVER
Technology Makeover in Market Research Results:
•
•
Improvements in Data collection - online, offline
surveying tools, mobile research, sample explosion
•
Creation of new Research roles - IT working with
MR closer to attain research goals
•
Enhanced Data Analysis tools and reports
•
Wednesday, November 20, 13
Social Media is now an integral part of research
Big Data for increased analysis options growing

11. RESEARCH PLAN MAKEOVER
Technology Makeover in Market Research Results:
•
•
Improvements in Data collection - online, offline
surveying tools, mobile research, sample explosion
•
Creation of new Research roles - IT working with
MR closer to attain research goals
•
Enhanced Data Analysis tools and reports
•
Wednesday, November 20, 13
Social Media is now an integral part of research
Big Data for increased analysis options growing

12. RESEARCH PLAN MAKEOVER
Technology Makeover in Market Research Results:
•
•
Improvements in Data collection - online, offline
surveying tools, mobile research, sample explosion
•
Creation of new Research roles - IT working with
MR closer to attain research goals
•
Enhanced Data Analysis tools and reports
•
Wednesday, November 20, 13
Social Media is now an integral part of research
Big Data for increased analysis options growing

13. RESEARCH PLAN MAKEOVER
Technology Makeover in Market Research Results:
•
•
Improvements in Data collection - online, offline
surveying tools, mobile research, sample explosion
•
Creation of new Research roles - IT working with
MR closer to attain research goals
•
Enhanced Data Analysis tools and reports
•
Wednesday, November 20, 13
Social Media is now an integral part of research
Big Data for increased analysis options growing

14. RESEARCH PLAN MAKEOVER
Technology Makeover in Market Research Results:
•
Social Media is now an integral part of research
•
Improvements in Data collection - online, offline
surveying tools, mobile research, sample explosion
•
Creation of new Research roles - IT working with
MR closer to attain research goals
•
Enhanced Data Analysis tools and reports
•
Big Data for increased analysis options growing
Is your research strategy changing along with new technology?
Wednesday, November 20, 13

15. *Cool New Stuff*
RESEARCH MAKEOVER TIPS
•
•
Put together a new research
implementation plan for the year
•
Prioritize items that’s going to give you
the most cost savings at the end of 2014
•
Delegate a person or team who will
champion and be responsible for
everyone’s contribution towards the new
plan.
•
Wednesday, November 20, 13
A MAJOR overhaul is not always
necessary: Do what makes the most sense
Follow through and make sure everyone
is on board with the new plan

16. GOT PANEL?
Wednesday, November 20, 13

17. GOT PANEL?
•
•
After recruiting your panel, create targeted segments of your panel to send surveys and
other email based marketing materials online or via mobile
•
•
Wednesday, November 20, 13
SurveyAnalytics's panel management tool provides services for creating your own panel
portal. Create and manage your own online or mobile community!
Fully customizable to fit look and feel of desired online communities
Manage point and rewards that participating panelists want to earn

18. GOT PANEL?
“Panels are an ideal solution for companies whose customers ant engaged in social media. In industries where
your products are perceived as a commodity, panels are a standout way to differentiate.
If you can manage an online survey or your Facebook profile - you can manage a panel. It's as easy as clicking
through a few profile selections, sending an email and that's it.”
- Ivana Taylor, DIYMarketers.com
Wednesday, November 20, 13

19. GOT PANEL?
Traits of Successful Online Communities
•
Able to control the process of validating the respondent and use of the custom panel developed
•
Able to commission market research survey studies with homogenous sample for and target key panelist by results
"overall", by gender/age, and consumer profile, and more.
•
For data segmentation, panel owners are able to slice the data on key questions and assorted research topics, the
same conclusion was derived for each question asked.
•
•
The in-house results was completed 2X faster and 10X cheaper.
•
Having a tool like this helps organizations manage risk in their decisions through the product development cycle
The custom panel should not be used to replace nationwide sampling, there is a place in groups like R&D, where
organizations has a need to provide a cost effective and quick turn around to address consumer perceptions and
feedback.
Wednesday, November 20, 13

20. GOT PANEL?
Wednesday, November 20, 13

21. GOT PANEL?
Trendsetter or
Follower?
Wednesday, November 20, 13

22. GOT PANEL?
Trendsetter or
Follower?
Apple or JC Penny?
Mix of Both?
Wednesday, November 20, 13

23. GOT PANEL?
What is the VALUE of
staying connected with
customers in an exclusive
community?
Trendsetter or
Follower?
Apple or JC Penny?
Mix of Both?
Wednesday, November 20, 13

24. GOT PANEL?
What is the VALUE of
staying connected with
customers in an exclusive
community?
Industry
R&D
VOC-dependent
Trendsetter or
Follower?
Apple or JC Penny?
Mix of Both?
Wednesday, November 20, 13

25. GOT PANEL?
What is the VALUE of
staying connected with
customers in an exclusive
community?
Industry
R&D
VOC-dependent
Trendsetter or
Follower?
Apple or JC Penny?
Mix of Both?
Wednesday, November 20, 13
Commitment to
set up
&
maintenance

26. GOT PANEL?
What is the VALUE of
staying connected with
customers in an exclusive
community?
Industry
R&D
VOC-dependent
Trendsetter or
Follower?
Apple or JC Penny?
Mix of Both?
Wednesday, November 20, 13
Commitment to
set up
&
maintenance
Put in muscle
to hustle

27. *Cool New Stuff*
GOT PANEL?
•
•
How much money are you already spending on
3rd party sample and outsourced research that
you can use to create your own panel?
•
What’s the potential benefit to bring all it inhouse?
•
Do you have a person or a team that is capable of
rolling out and maintaining an online community?
•
Wednesday, November 20, 13
What questions are you not able to answer with
your current research?
Will you be able to pitch this idea to your team,
CEO, board members to back you up?

28. COST BENEFIT ANALYSIS FOR PANEL
Wednesday, November 20, 13

29. SAMPLE VS. PANEL COST/BENEFIT
Wednesday, November 20, 13

30. SAMPLE VS. PANEL COST/BENEFIT
The average market research firm or research department will:
Deploy online study with
300+ completes requires a
Will spend 50% of annual
sample/recruitment/
research budget on sample or
incentive budget between
acquiring respondents, and
$4 - $15K
incentive
PER PROJECT
Wednesday, November 20, 13
Need to 100% trust Will stick to trusted an
Firms don’t always question
average of 3 panel
the respondents from
providers regardless if panel companies recruitment
Sampling firms fit
the respondents for
strategies or how they
exactly the profiles or project specs required
maintain it
specifications needed
are not 100%

31. SAMPLE VS. PANEL COST/BENEFIT
The average market research firm or research department will:
Deploy online study with
300+ completes requires a
Will spend 50% of annual
sample/recruitment/
research budget on sample or
incentive budget between
acquiring respondents, and
$4 - $15K
incentive
PER PROJECT
Wednesday, November 20, 13
Need to 100% trust Will stick to trusted an
Firms don’t always question
average of 3 panel
the respondents from
providers regardless if panel companies recruitment
Sampling firms fit
the respondents for
strategies or how they
exactly the profiles or project specs required
maintain it
specifications needed
are not 100%

32. SAMPLE VS. PANEL COST/BENEFIT
The average market research firm or research department will:
Deploy online study with
300+ completes requires a
Will spend 50% of annual
sample/recruitment/
research budget on sample or
incentive budget between
acquiring respondents, and
$4 - $15K
incentive
PER PROJECT
Wednesday, November 20, 13
Need to 100% trust Will stick to trusted an
Firms don’t always question
average of 3 panel
the respondents from
providers regardless if panel companies recruitment
Sampling firms fit
the respondents for
strategies or how they
exactly the profiles or project specs required
maintain it
specifications needed
are not 100%

33. SAMPLE VS. PANEL COST/BENEFIT
The average market research firm or research department will:
Deploy online study with
300+ completes requires a
Will spend 50% of annual
sample/recruitment/
research budget on sample or
incentive budget between
acquiring respondents, and
$4 - $15K
incentive
PER PROJECT
Wednesday, November 20, 13
Need to 100% trust Will stick to trusted an
Firms don’t always question
average of 3 panel
the respondents from
providers regardless if panel companies recruitment
Sampling firms fit
the respondents for
strategies or how they
exactly the profiles or project specs required
maintain it
specifications needed
are not 100%

34. SAMPLE VS. PANEL COST/BENEFIT
The average market research firm or research department will:
Deploy online study with
300+ completes requires a
Will spend 50% of annual
sample/recruitment/
research budget on sample or
incentive budget between
acquiring respondents, and
$4 - $15K
incentive
PER PROJECT
Wednesday, November 20, 13
Need to 100% trust Will stick to trusted an
Firms don’t always question
average of 3 panel
the respondents from
providers regardless if panel companies recruitment
Sampling firms fit
the respondents for
strategies or how they
exactly the profiles or project specs required
maintain it
specifications needed
are not 100%

35. COST BENEFIT ANALYSIS FOR PANEL
Every business needs a way to objectively determine the business
value of any investment decision
Wednesday, November 20, 13

36. COST BENEFIT ANALYSIS FOR PANEL
Every business needs a way to objectively determine the business
value of any investment decision
1.View & Analyze Value of All Investments
2. Prioritize initiatives & allocate funding based on
value for department or company
HQ, Employees, Technology: Panel, Overhead, Projects,
Processes, etc.
1. R & D
2. Technology
3. Sales
4. Staff Lunches
3. Make Better Decisions Sooner
or Add Revenue
Panel = $$$$$
4. Predict the impact of changes &
eliminate unneeded costs
New Technology =
Layoffs or New Hires?
5. Increase utilization levels of current systems &
resources
What do we already have that we can use more often?
6. Balance value with possible risk
High Risk = High Reward?
Wednesday, November 20, 13

37. GETTING STARTED ON PANEL
Wednesday, November 20, 13

38. *Cool New Stuff*
GETTING STARTED ON PANEL
1. Define & Build Profile Information based on
research goals
2.Tap Existing Database
3. Set up Points and Rewards
4. Setting up a recruitment and retention plan
5. Set up an engagement plan & schedule:
Surveys1x week, geo trigger, passive data
collection, etc.
6. Decide what kind of reports should be
generated and of which profiles & segments
Wednesday, November 20, 13

39. *Cool New Stuff*
GETTING STARTED ON PANEL
1. Define & Build Profile Information based on
research goals
2.Tap Existing Database
3. Set up Points and Rewards
4. Setting up a recruitment and retention plan
5. Set up an engagement plan & schedule:
Surveys1x week, geo trigger, passive data
collection, etc.
6. Decide what kind of reports should be
generated and of which profiles & segments
Wednesday, November 20, 13

40. *Cool New Stuff*
GETTING STARTED ON PANEL
1. Define & Build Profile Information based on
research goals
2.Tap Existing Database
3. Set up Points and Rewards
4. Setting up a recruitment and retention plan
5. Set up an engagement plan & schedule:
Surveys1x week, geo trigger, passive data
collection, etc.
6. Decide what kind of reports should be
generated and of which profiles & segments
Wednesday, November 20, 13

41. *Cool New Stuff*
GETTING STARTED ON PANEL
1. Define & Build Profile Information based on
research goals
2.Tap Existing Database
3. Set up Points and Rewards
4. Setting up a recruitment and retention plan
5. Set up an engagement plan & schedule:
Surveys1x week, geo trigger, passive data
collection, etc.
6. Decide what kind of reports should be
generated and of which profiles & segments
Wednesday, November 20, 13

42. *Cool New Stuff*
GETTING STARTED ON PANEL
1. Define & Build Profile Information based on
research goals
2.Tap Existing Database
3. Set up Points and Rewards
4. Setting up a recruitment and retention plan
5. Set up an engagement plan & schedule:
Surveys1x week, geo trigger, passive data
collection, etc.
6. Decide what kind of reports should be
generated and of which profiles & segments
Wednesday, November 20, 13

43. *Cool New Stuff*
GETTING STARTED ON PANEL
1. Define & Build Profile Information based on
research goals
2.Tap Existing Database
3. Set up Points and Rewards
4. Setting up a recruitment and retention plan
5. Set up an engagement plan & schedule:
Surveys1x week, geo trigger, passive data
collection, etc.
6. Decide what kind of reports should be
generated and of which profiles & segments
Wednesday, November 20, 13

44. PANEL LIVE DEMO
Wednesday, November 20, 13

45. *Cool New Stuff*
SIERRA NEVADA BREWING
Wants to start their own Panel to test new beer flavors
entering the market:
1. Define & Build Profile Information based on a typical craft
beer consumer
2.Tap Existing Database: Sierra Nevada Beer Camp: Brewing
with other craft brewing companies across the US.
3. Recruit via social media, bottles, coasters, target geographic
locations, etc.
4. Deployment plan: Send Beer Surveys, Profiling surveys,
online/in person discussions on new flavor ideas, etc
5. Points and Rewards: Sierra Nevada iPhone Bottle Openers
to all who sign up for the craft beer mobile community
6. Decide what kind of reports should be generated: Brewers
& Beer consumers
Wednesday, November 20, 13

46. *Cool New Stuff*
SIERRA NEVADA BREWING
Wants to start their own Panel to test new beer flavors
entering the market:
1. Define & Build Profile Information based on a typical craft
beer consumer
2.Tap Existing Database: Sierra Nevada Beer Camp: Brewing
with other craft brewing companies across the US.
3. Recruit via social media, bottles, coasters, target geographic
locations, etc.
4. Deployment plan: Send Beer Surveys, Profiling surveys,
online/in person discussions on new flavor ideas, etc
5. Points and Rewards: Sierra Nevada iPhone Bottle Openers
to all who sign up for the craft beer mobile community
6. Decide what kind of reports should be generated: Brewers
& Beer consumers
Wednesday, November 20, 13

47. *Cool New Stuff*
SIERRA NEVADA BREWING
Wants to start their own Panel to test new beer flavors
entering the market:
1. Define & Build Profile Information based on a typical craft
beer consumer
2.Tap Existing Database: Sierra Nevada Beer Camp: Brewing
with other craft brewing companies across the US.
3. Recruit via social media, bottles, coasters, target geographic
locations, etc.
4. Deployment plan: Send Beer Surveys, Profiling surveys,
online/in person discussions on new flavor ideas, etc
5. Points and Rewards: Sierra Nevada iPhone Bottle Openers
to all who sign up for the craft beer mobile community
6. Decide what kind of reports should be generated: Brewers
& Beer consumers
Wednesday, November 20, 13

48. *Cool New Stuff*
SIERRA NEVADA BREWING
Wants to start their own Panel to test new beer flavors
entering the market:
1. Define & Build Profile Information based on a typical craft
beer consumer
2.Tap Existing Database: Sierra Nevada Beer Camp: Brewing
with other craft brewing companies across the US.
3. Recruit via social media, bottles, coasters, target geographic
locations, etc.
4. Deployment plan: Send Beer Surveys, Profiling surveys,
online/in person discussions on new flavor ideas, etc
5. Points and Rewards: Sierra Nevada iPhone Bottle Openers
to all who sign up for the craft beer mobile community
6. Decide what kind of reports should be generated: Brewers
& Beer consumers
Wednesday, November 20, 13

49. *Cool New Stuff*
SIERRA NEVADA BREWING
Wants to start their own Panel to test new beer flavors
entering the market:
1. Define & Build Profile Information based on a typical craft
beer consumer
2.Tap Existing Database: Sierra Nevada Beer Camp: Brewing
with other craft brewing companies across the US.
3. Recruit via social media, bottles, coasters, target geographic
locations, etc.
4. Deployment plan: Send Beer Surveys, Profiling surveys,
online/in person discussions on new flavor ideas, etc
5. Points and Rewards: Sierra Nevada iPhone Bottle Openers
to all who sign up for the craft beer mobile community
6. Decide what kind of reports should be generated: Brewers
& Beer consumers
Wednesday, November 20, 13

50. *Cool New Stuff*
SIERRA NEVADA BREWING
Wants to start their own Panel to test new beer flavors
entering the market:
1. Define & Build Profile Information based on a typical craft
beer consumer
2.Tap Existing Database: Sierra Nevada Beer Camp: Brewing
with other craft brewing companies across the US.
3. Recruit via social media, bottles, coasters, target geographic
locations, etc.
4. Deployment plan: Send Beer Surveys, Profiling surveys,
online/in person discussions on new flavor ideas, etc
5. Points and Rewards: Sierra Nevada iPhone Bottle Openers
to all who sign up for the craft beer mobile community
6. Decide what kind of reports should be generated: Brewers
& Beer consumers
Wednesday, November 20, 13

51. *Cool New Stuff*
SIERRA NEVADA BREWING
Wants to start their own Panel to test new beer flavors
entering the market:
1. Define & Build Profile Information based on a typical craft
beer consumer
2.Tap Existing Database: Sierra Nevada Beer Camp: Brewing
with other craft brewing companies across the US.
3. Recruit via social media, bottles, coasters, target geographic
locations, etc.
4. Deployment plan: Send Beer Surveys, Profiling surveys,
online/in person discussions on new flavor ideas, etc
5. Points and Rewards: Sierra Nevada iPhone Bottle Openers
to all who sign up for the craft beer mobile community
6. Decide what kind of reports should be generated: Brewers
& Beer consumers
Wednesday, November 20, 13

52. PANEL HEALTH
Wednesday, November 20, 13

53. PANEL HEALTH + SURVEY DATA
•
Side by side profiling info with survey data
• Offers additional insight possible changes
in response rates
• Offers measurements to determine if you
need to change your panel recruit and/or
management strategy
• Drill down to specific panelists and view
history of surveys taken
Wednesday, November 20, 13

54. PANEL HEALTH + SURVEY DATA
Wednesday, November 20, 13

55. WHAT’S NEW IN SURVEY ANALYTICS?
Wednesday, November 20, 13

56. *Cool New Stuff*
DASHBOARD REPORTS & FILTERING
Check out our enhanced Dashboard Report!
Great looking, easy to share, and offers:
• Option to filter question responses and time
on the fly
• Options to view data from different kinds of
graphs & download for presentations or
reports
• Download whole report and save as PDF
Wednesday, November 20, 13

57. *Cool New Stuff*
DASHBOARD REPORTS & FILTERING
Check out our enhanced Dashboard Report!
Great looking, easy to share, and offers:
• Option to filter question responses and time
on the fly
• Options to view data from different kinds of
graphs & download for presentations or
reports
• Download whole report and save as PDF
Wednesday, November 20, 13

58. *Cool New Stuff*
DASHBOARD REPORTS & FILTERING
Check out our enhanced Dashboard Report!
Great looking, easy to share, and offers:
• Option to filter question responses and time
on the fly
• Options to view data from different kinds of
graphs & download for presentations or
reports
• Download whole report and save as PDF
Wednesday, November 20, 13

59. *Cool New Stuff*
DASHBOARD REPORTS & FILTERING
Check out our enhanced Dashboard Report!
Great looking, easy to share, and offers:
• Option to filter question responses and time
on the fly
• Options to view data from different kinds of
graphs & download for presentations or
reports
• Download whole report and save as PDF
Wednesday, November 20, 13

60. *Cool New Stuff*
DASHBOARD REPORTS & FILTERING
Check out our enhanced Dashboard Report!
Great looking, easy to share, and offers:
• Option to filter question responses and time
on the fly
• Options to view data from different kinds of
graphs & download for presentations or
reports
• Download whole report and save as PDF
Wednesday, November 20, 13

61. PRICING SPECIAL FOR ATTENDEES
To thank those who attended the Education
hour Survey Analytics is offering a 10% discount
on all Mobile and Panel products!
Mention your attendance to your account manager or sales rep to qualify
Wednesday, November 20, 13

62. THANK YOU FOR ATTENDING!
1(800) 326-5570
www.surveyanalytics.com/contact
Wednesday, November 20, 13