Presentation on Kicktag Cosmos 2012.Q2 - featuring brief background on Cosmos and more detailed look at advanced features including OPAP, SearchAssistant, DeckBuilder etc. Full pres with commentary available on YouTube channel.

1. Cosmos Data Visualisation
Kicktag Web Solutions
Q2 2012

2. 1 ABOUT COSMOS
2 SHARING DASHBOARDS
3 ADVANCED REPORTING
4 PERFORMANCE IMPROVEMENT

3. 1. About Cosmos

4. 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 20 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

5. 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
1 2 3 4
Upload Build
Share Monitor
Data Dashboards

6. Fabric Data Format
• Simple, normalised, vertical
(“post-tables”) formatPre-QA’d
by data team and in-sync with
Fabric offline reporting
Research
Data • Compatible out-of-the-box with
all visualisation modules,
thresholds and benchmarks
1 4 • Fast report rendering
• Easy to generate using MR
processing / analysis packages –
2 3 or using Kicktag service
• NOT used for “on-the-fly”
Hierarchy, Multi-source
reporting (freeform slice-and-
DataCuts Data
dice)

7. 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

8. 2. Sharing Dashboards

9. Define Charts Define Access
1 2 3 4
Choose Data Format Chart Construct Portal Relate to Users
Measures Chart Type Dashboard Layout Access Levels
Time Periods Fonts/ Colours Menu Structure User Hierarchy
Data Cuts Thresholds Portal Theme Power Users
Construct Final
Dashboards

10. Chart Creation – Choose Data
1 2 3 4
Choose Data Format Chart Construct Portal Relate to Users

11. Chart Creation – Format Chart
1 2 3 4
Choose Data Format Chart Construct Portal Relate to Users

12. Dashboard Construction
1 2 3 4
Choose Data Format Chart Construct Portal Relate to Users

13. User Access
1 2 3 4
Choose Data Format Chart Construct Portal Relate to Users

14. Example Structure of a Tracker
Data Transfer Fabric Upload Quality Control
Regular Load Import Hierarchy
Hierarchy Updates Auto QA Metadata
Q’aire Updates Check Metadata Data Values
Monitor Update Reports Manage
Logins Send Red Alerts User Access
Dashboard Usage Trigger OPAP’s Security
Dashboard Ratings Update Dashboards Documents

15. 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

16. 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

17. 3. Advanced Reporting

18. Cosmos Advanced Features
Feature 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 
- API for intranet and extranet integration Q3.2012
- iOS App for dashboard notifications Q3.2012

19. Organisational Action Maps
• 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

20. Infographics Chart Styles

21. 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

22. Embedded Bespoke Infographics
• Create from Fabric data using Kicktag
infographics service
• Deploy through portal framework via
“image panel” visualisations
• Add security as required

23. Report Assistant (Smart Search)
• Enter a search term
• Report assistant searches: charts; dashboards; hierarchy; datacuts;
questionnaire; commentary; users – and returns quicklinks to results

24. 4. Performance Improvement

25. Adding Actions & Insights
Thresholds Insight?
Score Ranges
Visual Indicators
RAG Flagging
OPAP’s Red Alerts
Dynamic Access Install as Report
AP Ownership Connect to Email
Escalation Closed Loop

26. OnPoint Action Plan
• Fabric data is automatically
benchmarked against threshold
scores managed in the control
panel
• 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

27. 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

28. Visualise Thresholds

29. 5. Conclusion

30. Cosmos Roadmap
Current
12.2 Advanced Visualisations Release 12.2
Reporting Assistant (Search)
OnPoint Action Planning • [Hot Fixes]
DeckBuilder • Service Packs
Red Alerts • Add to Roadmap
User Customisations • Change Control
12.3 API
Open-Source Dashboards
SmartPalettes
Roadmap
12.4 • 4’ly Major Versions
• Change Requests
13+ iOS App
Base Index Benchmarks • Exclusivity Options
Add text 1
Add text 2

31. About Cosmos Pricing
• 2 x Price Models - Per Agency/ Per Project
• Per project = fixed single bid based on specs
• Per agency = licence and usage model offering cost efficiency,
roadmap involvement, priority support and inclusive Data
Visualisation consultancy
• Agency tariffs – Gold/Silver/Bronze price points with different
SLA’s, allowances and top-up fees
• Alternative tariff - PayGo = no up-front cost, fully charged based
on usage *
• Extra Kicktag Services: Fabric data creation; Dashboard build;
Training.
* Usage rates higher than contract licences

32. Thanks & More Info
• http://www.kicktag.co.uk
• http://peteansell.wordpress.com
• @PeteAnsell
• http://youtube.com/user/KicktagDV/feed
Cosmos live demo’s available on request:
- Mystery Shop
- Banking Cust Sat Tracker
- Employee Engagement
- Call Centre Tracker
- Retail Traffic Counting
- Brand Tracker