Cosmos is a self-serve data visualization platform that allows users to integrate multi-source data, build dashboards and reports, and share them through a customizable portal framework. It provides tools for performance improvement like action planning, red alerts, and organizational action maps. Users can upload data in a standardized format, construct visualizations from over 30 chart styles, and manage access levels and user hierarchies. The system also features advanced reporting capabilities, infographic styles, embedded action planning, and a report assistant for navigation. Cosmos is designed to simplify data integration, provide an upgraded user interface, and enable closed-loop performance management.
4. The Challenges…
High IT
Support
Costs
Hard to
Customise
Lack of
Aesthetic
Appeal
Limited
Data
Integration
Impacts
• Price barriers
• Delivery issues
• Poor ROI and TTV
• Loss of client confidence
5. The Concept…
Cosmos
Self-serve Data Visualisation for
MR Professionals
Simplify Data Integration
Upgraded UI &
Visualisations Palette
SSBI
Fabric
HTML5
6. 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 30 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
7. 1 2 3 4
Upload
Data
Build
Dashboards
Share
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
Monitor
8. 1
Research
Data
4
Fabric
2
Hierarchy
, DataCuts
3
Multi-source
Data
• Simple, normalised, vertical
(“post-tables”) format Pre-QA’d
by data team and in-sync with
offline reporting
• Compatible out-of-the-box with
all visualisation
modules, thresholds and
benchmarks
• Fast report rendering
• Easy to generate using MR
processing / analysis packages –
or using Kicktag service
• NOT used for “on-the-fly”
reporting (freeform slice-and-
dice)
Fabric Data Format
9. 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
11. Measures
Time Periods
Data Cuts
Choose Data
Chart Type
Fonts/ Colours
Thresholds
Format Chart
Dashboard Layout
Menu Structure
Portal Theme
Construct Portal
Access Levels
User Hierarchy
Power Users
Relate to Users
1 2 3 4
Define Charts Define Access
Construct Final
Dashboards
16. Import
Auto QA
Check Metadata
Fabric Upload
Logins
Dashboard Usage
Dashboard Ratings
Monitor
Send Red Alerts
Trigger OPAP’s
Update Dashboards
Update Reports
User Access
Security
Documents
Manage
Regular Load
Hierarchy Updates
Q’aire Updates
Data Transfer
Hierarchy
Metadata
Data Values
Quality Control
Example Structure of a Tracker
17. 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
18. 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
20. 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
21. Visualise Your Business…
• 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
23. 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
24. Embedded Bespoke Infographics
• Create from Fabric data using Kicktag
infographics service
• Deploy through portal framework via
“image panel” visualisations
• Add security as required
25. Report Assistant (Smart Search)
• Enter a search term
• Report assistant searches: charts; dashboards; hierarchy; datacuts;
questionnaire; commentary; users – and returns quicklinks to results
27. Install as Report
Connect to Email
Closed Loop
Red Alerts
Dynamic Access
AP Ownership
Escalation
OPAP’s
Score Ranges
Visual Indicators
RAG Flagging
Thresholds Insight
?
Adding Actions & Insights
28. OnPoint Action Plan
• Fabric data is automatically
benchmarked against threshold
scores managed in Studio
• 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
29. 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
30. Visualise Thresholds
• Add ad-hoc thresholds on any
chart in Cosmos Studio
• Set colours and visual styles
• Visualise on
lines, gauges, bars, organisation
charts, scorecards and other
chart types.