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.

1. KICKTAG WEB SOLUTIONS LTD
Introduction
Kicktag Cosmos
• About Kicktag & Cosmos
• How Cosmos works
• Levels & Modules
• Working with Kicktag
• Summary
Twitter: @KicktagDV
http://www.kicktag-cosmos.com

2. About Kicktag
About Kicktag

3. 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

4. About Cosmos

5. Price Barriers
Delivery
Issues
Poor ROI
High IT
Support
Costs
Limited Data
Integration
Hard to
Customise
Lack of
Aesthetic
appeal
Online Reporting - Challenges

6. 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 &
Limitations
Current 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
Analytics
Dashboards
Effort

7. • Fabric for data fusion
• Self-serve
•
Robust with low flexibility
Expensive Customisation
Long timeline for changes
Benefit from Product evolution
No control over IP
“Mega-platform”
High flexibility
Not robust
Requires large input / guidance
Control over IP
High QA workload
“Code-shop”Cosmos
Extensive Core
Simple Configuration & Self-Serve
Stable Customisation
Dedicated Expert Support
Roadmap
General Principles of Cosmos
Cosmos
SSBI
Data Model
HTML5
FLEXIBILITY

8. 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
Visualisation
Why is Cosmos
different?

9. Cosmos Features

10. 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

11. 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

12. 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

13. How Cosmos meets the needs of
reporting portal users

14. 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

15. 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

17. 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

18. Cosmos Data Navigation
Connecting 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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19. How Cosmos can help Insight
Projects grow

20. 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

21. 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

22. 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

23. Designing & Building
Cosmos Portals

24. 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

25. 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

26. Kicktag Portal Setup Process Outline

27. Support, Monitor, Grow

28. 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

29. 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 enquiries@kicktag.co.uk to
request a live demo. For videos and more information
see Useful Links at the end of this presentation.

30. 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