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Harris Interactive Text Analytics
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Strategic Insight and
Text Analytics
Harris Interactive History

    • Harris Poll – longest running US proprietary
      poll (since 1963)
    • Leading pioneer for online panels and online
      surveys in 1990s
    • 2005 – ranked 13th largest market research
      firm worldwide (ESOMAR)




2
Qualitative and Quantitative Streams
            actionable
          prescription
       needs rich detail

            projectable
       generalizations
     require methodical
              validation
       and significance
                testing.
3
Why Text Analytics is becoming Critical

    • Provides a much needed validation of quantitative analysis; and can
      be used to help understand what respondents mean when they
      provide a scaled response
    • Offers a more contextualized analysis where emerging themes are
      less driven by a priori research categories and concepts
    • Classification can be more sophisticated and a less taxing method of
      building consistent thematic structures
    • Catalogued text which can be easily organized in hierarchies and
      interlocking relationships, which more accurately reflect how
      respondents organize their conceptual world
    • Sentiment which can be associated with thematically organized data
      and provide insight into dispositions that influence stated or
      observed behavior

4
Scalability and Replication

    • Text analytics software offers lower costs for
      handling large volumes of content rich data
    • Natural language processing, and domain
      specific training sets give reliable replication
      and updating of analysis
    • Iterative testing of thematic structures ensures
      systematic validation of themes and their
      analytical relevance.


5
Text Analytics Output

    • Classification:
      – Thematic Structure
      – Links to detailed comments
    • Volume:
      – Count for Documents, Sentences and Authors
    • Sentiment:
      – Positive and Negative Content




6
Case Study

    B2B Survey with Top Global Accounts



7
Context

    • Data Source
       – ~5,000 B2B interviews annually (multiple interviews per account)
       – ~120 structured questions & ~5 open comments per interview
    • Prior analysis:
       – Main exploration and analysis dependent on structured variables
       – Statistical approach limited to simple correlations and
         comparison of average scores
       – Use comments as anecdotes to support a priori hypotheses
         about account issues




8
Key Issues

    • Structured variables not providing actionable
      insights
    • Unstructured comments too difficult to theme
      effectively




9
Issues with Structured Variables: Coefficient Graph
                                             0.8
                                                        Comparing Multivariate and Bivariate Analysis of Drivers of Loyalty
                                             0.7


                                             0.6


                                             0.5


                                             0.4
       Coefficients for 2008




                                             0.3
                                                                                                                    ZeroOrder CORR
                                                                                                                    CATREG Optimal Scale
                                             0.2
                                                                                                                    CR Scaled Zero Order Corr

                                             0.1


                                               0
           -0.3                -0.2   -0.1          0   0.1       0.2      0.3        0.4   0.5   0.6   0.7   0.8
                                             -0.1


                                             -0.2


                                             -0.3
                                                              Coefficients for 2007


10
Issue of Thematic Complexity

     •   No consistent story emerged in original analysis, despite having fewer
         themes
     •   Comments were presented anecdotally and loosely mapped to a priori
         groups of structured questions



                                             From Original      Harris
                                                Reports      Classification

             Number of themes identified          44              65

             Number of insignificant
             or redundant themes                  16               0

             Number of unique themes              28              65




11
Overcoming Classification Redundancy
                                Text Analytics Child Categories                                                    Section 1 (original report)                                             Section 2 (original report)                         Section 3 (original report)         Section 4 (original report)
                                Account Mgmt - Communication

                            Account Mgmt - Knowledge & Expertis e                          A/ BR: Account Teams Viewed As Trus ted Advis ors Adding Strategic Value                   AM: Acct Mgr Adds Strategic Value

                                      Account Mgmt - Local
                                Account Mgmt - Res pons ivenes s
                                    Account Mgmt - Quality

                                    Account Mgmt - Support                                               RV: Empower Acct Mgr / Acct Team Support

                              Account Mgmt - Problem Res olution
                                     Cons ulting Srvc - Value
                                   Cons ulting Srvc - Offerings
                           Cons ulting Srvc - Knowledge & Expertis e
                                      Contracts - Pos t-Sale
                                    Contracts - Commitment
                                        Contracts- Quality
                                        Contracts - Value
                                    Fulfillment - Commitment
                                       Fulfillment - Speed
                                H ardware - Computers / Laptops
                                   H ardware - Improvements
                                     H ardware - Innovation
                                       H ardware - Printers
                                H ardware - Quality & Reliability                                            PQR: H ardware Quality / Reliability
                                        H ardware - Server
                                        H ardware - Value
                                         H ardware - OS
                                    H ardware - Virtualiz ation
                          Relations hip Value - Executive Engagement                                     RV: Add Value / More Executive Engagement                                  ABR: Effective Executive Engagement
                                   Relations hip Value - Local



             Text
                                 Relations hip Value - Partnering
                               Relations hip Value - Communicate
                              Relations hip Value - Long-term View

                 Service & Technical Support - Flexibility & Res pons ivenes s                                  S&S: Efficiency & Acces s ibility                                                S&S: Prompt




           Analytics         Service & Technical Support - Quality
                            Service & Technical Support - Proactive
                              Service & Technical Support - Local
                              Service & Technical Support - Price
                                                                                                                                      Matching Unique and Redundant
                                     Software - Capabilities


            Child               Software - Quality & Reliability
                                    Software - Improvements
                                        Software - Value
                                Solutions - Quality & Reliability
                                                                                                                                       Themes from Original Analysis
                                                                                                              PQR: Software Quality / Solutions




           Themes
                                        Solutions - Value
                                   Solutions - Comprehens ive
                                      Solutions - Innovation
                                      Solutions - Adaptive
                                        Solutions - Price
                                          G en - Pricing                                                        Improve TCO / Reduce Prices                                                  H elping Manage TCO
                                           G en - Value                                                      PCV: Solutions Offer Compelling ROI                                  PCV: Services Deliver Meas urable Value
                                Integrated Solutions - H ardware
                                 Integrated Solutions - Software
                          Integrated Solutions - H ardware & Software
                                 Integrated Solutions - G eneral                                              IS: Integrated Solutions Reliability                                       IS: Deliver Promis ed Benefits                       IS: More Integrated Solutions   IS: Seamles s Integration of Solutions

                  Eas e of Doing Bus ines s - Fewer Silos / Less Bureaucracy                                EODB: Fewer Silos / Les s Bureaucracy                                            EODB: Act Cohes ively                             EODB: G lobal Cons is tency


                    Eas e of Doing Bus ines s - Owners hip / Follow-through                                   EODB: Owners hip / Follow-through                                       RV: Proactively Propos e Solutions

                    Eas e of Doing Bus ines s - Flexibility & Res pons ivenes s                             EODB: Flexibility and Res pons ivenes s

           Eas e of Doing Bus ines s - Simplify Proces s es (Pricing, Quoting, Ordering,
                                                                                               EODB: Simplify Proces s es (Pricing, Quoting, Ordering, Invoicing)                 EODB: T&Cs ; Quote TAT; Invoice Clarity                       EODB: Contract Proces s
                                   Invoicing, Contracts , Terms )

                                U nders tanding Bus ines s N eeds                                               U BN : Bus ines s U nders tanding                     U BN : Ability to U nders tand Critical Succes s Factors / Priorities

                 Cus tomer Communications & Education - Provide Roadmaps                                 Communications : Roadmaps Enable Planning

            Cus tomer Communications & Education - Provide Training, Seminars ,
                                      Education

                      Cus tomer Communications & Education - G eneral                                    Communications : Effective Communications

                            Depth & Breadth of Technology Portfolio                                      TPK: Breadth & Depth of Technology Portfolio

                              Technology Experience & Expertis e                                           TPK: Knowledge, Expertis e & Experience
                                  Brand, Pres ence & Credibility                                             TPP: Brand, Pres ence and Credibility
                                G lobal Coverage - Account Mgmt
                                  G lobal Coverage - Solutions                                                    G C: Addres s G lobal Needs                                              G C: G lobal Capabilities

                        G lobal Coverage - Support & Technical Service




12
Analysis Plan to Address Issues



                                 Big Picture
                                                     Use Heat Maps
                          Identify Leading Themes


                         Linkages between Themes     Co-occurrence

                           Narrative Structure of
                                  Themes
                                                        CHAID
                            Statistical Validation




13
Step One: Effective Classification

     Creating a thematic structure from case study data is first step



14
Key to Success: Detailed Classification

                                                      Classification
                                                          Tree              Case Study Example




                                         Understand
                               Ease of                                 Breadth of   Experience
                 Integrated               Specific                                                 Brand
                               Doing                                   Technology      and
                  Solutions               Business                                               Credibility
                              Business                                  Portfolio    Expertise
                                           Needs




            See Training Set Example

15
Rules for Training Sets: Integrated Solutions - Breakdown




16
Rules for Training Sets: Ease of Doing Business - Breakdown




17
Step Two: Heat Maps on Volume and Sentiment

     Building a Market Story from a Thematic Structure



18
Why Heat Maps?
                                                                                                                       Current
     •   Heat maps provide a simple method of




                                                                                                      Hi
         identifying actions that are directly related




                                                                                          Sentiment
         to the thematic structure of customer




                                                                                                      Med
         discourse.
     •   Text analytics provides a method of




                                                                                                      Low
         measuring both the current state of
                                                                                                                 Low     Med     Hi
         sentiment and volume of mentions.
                                                                                 Emerging                              Volume
     •   The thematic integrity of the classification




                                                                     Hi
         scheme permits year over year analysis
         of changes in sentiment and volume.


                                                         Sentiment
                                                                     Med
     •   Combining Current (e.g., 2008) and
         Emerging (i.e., year over year changes)

                                                                     Low
         patterns suggests ways to address
         marketing, brand and product positioning.                         Low         Med                  Hi
                                                                                    Volume
                                                                            Note: Year over year change



19
How to interpret current state Heat Maps



                                                     
                                                               Brand/Position


                                 Hi
        Latent                                                 Core Attractors
      Leverage                                                  – continue to
                     Sentiment

       Themes:                   Med                          build to maintain
     requires top                                             market position
        of mind
         uplift

                                                     
                                 Low




                Brand                        Volume
                                       Low      Med   Hi    Brand/Position
            Appendages:                                      Detractors –
           Requires top of                                 need to address
             mind and                                       negative spin
           sentiment uplift
20
Heat Map Criteria

                        Allocation of Themes                                   Box Names
                                    S>.85
                          S>.85               S>.85
                  Hi




                                                                   Hi
                          V<.15
                                    V ~.15-
                                              V>.85                      1        2      3
                                      .85
     Sentiment




                                                       Sentiment
                                    S~.15-
                         S~ .15-              S~.15-
                  Med




                                                                   Med
                                      .85
                          .85
                                    V ~.15-
                                               .85                       4        5      6
                         V<.15                V>.85
                                      .85


                                    S<.15
                  Low




                                                                   Low
                          S<.15               S<.15
                          V<.15
                                    V ~.15-
                                              V>.85                      7        8      9
                                      .85


                          Low        Med        Hi                       Low     Med     Hi
                                   Volume                                       Volume
                 Criteria for theme assignment uses 15th and 85th percentiles as parameters.

21
Interpretation: Emerging Problems
     Emerging Problems

     •   Emerging Pattern E                                                        Example
          – Sentiment (Low) means large downward
            change in average




                                                                       Hi
          – Volume (Hi) means large increase in number
            of mentions




                                                           Sentiment
     •   Current State C                                                                          C




                                                                       Med
          – Sentiment (Med) means mix of positive and
            negative dispositions
          – Volume (Med) average number of mentions




                                                                       Low
     •   Interpretation
                                                                                                  E
          – What are currently moderate issues may
            become critical issues by next year if trend                     Low     Med     Hi
            continues                                                               Volume
          – There is a frequent top of mind mention that
            requires remedial action not messaging

22
Interpretation: New Positioning
     Develop New Positioning

     •   Emerging Pattern E                                                        Example
          – Sentiment (Hi) means large upward
            change in average




                                                                     Hi
          – Volume (Hi) means large
                                                                           C                 E
                                                                               1
            increase in number of mentions




                                                         Sentiment
     •   Current State C




                                                                     Med
          – Sentiment (Med-Hi) means mix of positive                                  5      C        6
            and negative dispositions
          – Volume (Med-Hi) above average number




                                                                     Low
            of mentions
     •   Interpretation
          – Upward trends in cells 1,5 & 6 mean new                        Low       Med         Hi
            positive themes are emerging that tactical                              Volume
            messaging can reinforce and connect to
            current brand anchors


23
Interpretation: Diminishing Relevance
     Diminishing Relevance

     •   Emerging Pattern E                                                                 Example
          –   Sentiment (Lo) means large downward
              change in average




                                                                              Hi
          –   Volume (Lo) means large decrease in                                             C
              number of mentions                                                        1




                                                                  Sentiment
     •   Current State C




                                                                              Med
          –   Sentiment (Hi) highly positive dispositions
          –   Volume (Med) average number of mentions                                   4         5        6
     •   Interpretation




                                                                              Low
          –   Downward trend in both average sentiment and
              number of mentions, which means that while the
                                                                                    E
              positive disposition is eroding, the relevance of
              the theme may become less significant over time                       Low       Med     Hi
          –   Shoring up this characteristic may have a low
              ROI, look for positive changes in themes from                                  Volume
              1,4,5 & 6.



24
Heat Maps

     Case Study Story



25
Total Market: Hyperlink Heat Map


                       Current State 2008   Big Picture
                                            • Safe and reliable but stodgy
                                               and not effectively improving
                 Hi




                         1      2      3
                                               products and services
                                            • Has effective account
     Sentiment




                                               management which represents
                 Med




                         4      5      6
                                               value but can be seen as
                                               maintaining the status quo
                                            • Strategic partnering is
                 Low




                         7      8      9
                                               hampered by a service
                                               orientation that does not
                        Low    Med     Hi      effectively communicate an
                              Volume           improvement-consultative
                                               model
26
Current Overall Client Experience


                  Strengths                                 Threats

     •   Brand – broad portfolio &            •   Weak value proposition
         consistent credibility                     – Software, Consulting &
     •   Strong account management                    Contracts
          – Responsive, brings value &        •   Failure to improve through
             expertise                            innovation and product evolution
     •   Delivering quality and reliability         – Lagging developments in
          – Hardware and software                     software and hardware
          – Solutions                               – Weak business follow-through
          – Service and Technical Support           – Problems communicating
                                                      visionary roadmaps and
                                                      functionality



27
Understanding Interleafing Strengths

     Quality and Reliability                     Account Management
     •   Co-occurrence Analysis                  •   Co-occurrence Analysis
          – Quality for solutions, support, SW        – Account responsiveness is a
            and HW are integrally linked                function of communication and
          – Product quality is reinforced by            problem resolution
            strong account management                 – Account management quality is
          – Product quality has concrete                tied to support and
            underpinnings e.g., HW quality              responsiveness
            shows links to OS issues, which in        – Account capabilities has
            turn are tied to servers and                connections to local account
            emerging virtualization issues              support and service support




28
Buffered by Account Management


                   Current State 2008    Account Mgt Themes
                                        Responsiveness
             Hi




                     1      2      3
                                        Quality
                                        Knowledge & Expertise
 Sentiment

             Med




                                        Local Relationship Value
                     4      5      6
                                        Support
                                        Communication
             Low




                     7      8      9
                                        Local
                                        Problem Resolution
                    Low    Med     Hi
                          Volume


29
Understanding Interleafing Threats

     Building a Sense of Value                  Ongoing Improvement
     •   Co-occurrences                         •   Co-occurrences
         – Value disassociated from quality         – Disconnect between innovation
           and reliability                            and improvement in SW
         – More narrowly focused or linked to       – Co-occurrence with integrated
           specific products and services             solutions and SW capabilities is
         – HW value co-occurs with SW                 not improving view of of SW
           value suggesting mutual                    improvement
           reinforcement                            – Both improvement and innovation
         – HW value aligns with discussion of         dimensions are poorly positioned
           servers and HW improvements              – HW improvement is linked to a a
         – Positive server position does not          highly commoditized technology
           offset poor position of HW                 (i.e., printers) limiting uplift
           improvement, which undermines
           HW value



30
Stunted Improvement/Innovation Issues


                   Current State 2008
                                        HW Innovation
             Hi




                     1      2      3
                                        Solution Innovation
 Sentiment

             Med




                                        SW Improvement
                     4      5      6
                                        HW Improvement
             Low




                     7      8      9


                    Low    Med     Hi
                          Volume


31
Structured Data: Repurchase

     Likelihood to repurchase – scaled response



32
Repurchase: Top box and Bottom Box
                                                                             New Insights

     •   High volume positive themes of top box clients             Similar to general market
          – Very positive reaction to account management:
            responsiveness, support, quality, expertise
          – Very positive perceptions of quality and reliability

     •   High volume negative themes of bottom box clients
          – Lack simplified processes and follow-through (EOB)
          – Reactive service model      Very different pain points
          – Lack executive engagement and consultative value
          – Fail to emphasize improvement
                                                Very different pain points


33
Hyperlink Heat Map: Repurchase Top Box

                                 Current State 2008

                           Hi             2      3
               Sentiment

                           Med
                           Low




                                          8      9


                                  Low    Med     Hi
                                        Volume


34
Hyperlink Heat Map: Repurchase Bottom Box

                                 Current State 2008

                           Hi             2      3
               Sentiment

                           Med
                           Low




                                          8      9


                                  Low    Med     Hi
                                        Volume


35
Identifying Emerging Trends

     Year over year changes in volume and sentiment



36
Themes with Positive Uplift in Volume and Sentiment


     • Large increases in volume and positive sentiment
        – Brand presence and global solutions
        – SW quality
        – HW virtualization
     • Large increases in volume, but large decreases in positive sentiment
        – Integrated Solutions - Software
        – Ease of Doing Business - Simplify Processes (Pricing, Quoting,
          Ordering, Invoicing, Contracts, Terms)

                                                 Increasingly
                                                   Positive
                      Increasing
                        Chatter
                                                 Increasingly
                                                   Negative


37
Hyperlink Heat Map: Total Market Year Over Year Changes


                                  Emerging Trends

                            Hi           2       3
                Sentiment

                            Med
                            Low




                                         8       9


                                  Low    Med     Hi
                                        Volume

38
Linking Current and Emerging Patterns




39
Enhancement and Positioning Opportunities

            Integrated Solutions – HW
            S&T Support - Proactive                         Trend Diagnostics
            HW - Virtualization




                                                      Hi
            Acct Mgt - Local                                 1       2      3




                                          Sentiment
      •   Local account management




                                                      Med
          has latent potential on small                      4
                                                             A       5
                                                                    H&V     6
          scale
      •   Positive development for core


                                                      Low
          strength in S&T support                            7       8      9
      •   Look to key market drivers
          like virtualization to                             Low    Med     Hi
          strengthen HW and reinforce
          positive shifts in integrated                            Volume
          solutions
40
Immediate Remedial Action Required

             HW –Innovation (1)
             HW – Improvements (2)                             Trend Diagnostics
             Integrated Solutions – SW (1)
             SW – Improvement (2)




                                                         Hi
                                                                1        2       3
             EDB – Simplify Processes




                                             Sentiment
                                                                             E




                                                         Med
      •   SW (improvement) is not                               4       5        6
          showing signs of emerging                             H1      H2
          from the red zone
      •   EDB (simplify) and Integrated

                                                         Low
          Solutions (SW) show potential                         7     S2 8 1
                                                                          S      9
          entrenchment in the red zone
      •   HW (innovation and                                    Low     Med      Hi
          improvement) see erosion in                                 Volume
          their moderate, trending to
          red zone
41
Heat Maps: 2008 Account Type

     Few Clients AND Many Clients



42
Hyperlink Heat Map: 2008 Account Type:
     Linking Themes to Structured Variables

                                   One to Few

                            Hi           2       3
                Sentiment

                            Med
                            Low




                                         8       9


                                  Low    Med     Hi
                                        Volume

43
Hyperlink Heat Map: 2008 Account Type:
     Linking Themes to Structured Variables

                                   One to Many

                            Hi           2       3
                Sentiment

                            Med
                            Low




                                         8       9


                                  Low    Med     Hi
                                        Volume

44
Heat Maps for Relationship

     Strategic Partner – Solutions Provider – Transactional



45
Hyperlink Heat Map for Relationship 2008:
     Linking Themes to Structured Variables

                                  Strategic Partner

                            Hi            2       3
                Sentiment

                            Med
                            Low




                                          8       9


                                   Low    Med     Hi
                                         Volume

46
Hyperlink Heat Map for Relationship 2008:
     Linking Themes to Structured Variables

                                  Solution Provider

                            Hi            2       3
                Sentiment

                            Med
                            Low




                                          8       9


                                   Low    Med     Hi
                                         Volume

47
Hyperlink Heat Map for Relationship 2008:
     Linking Themes to Structured Variables

                                  Transactional

                            Hi           2       3
                Sentiment

                            Med
                            Low




                                         8       9


                                  Low    Med     Hi
                                        Volume

48
Predictive Trees

     Statistical validation of core product and service thematic
     relationships to sentiment for total market


49
CHAID Tree for Sentiment
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          1- Low (4377) 22.8%
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          2 - Mid (5142) 26.8%
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          3 - High (9651) 50.3%
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Total    19170

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          CATG15 - 15 Software
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               P=0.000000
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          CHI=187.835417; DF=2




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         SW
                                                                                                                                                                                                                                                                                                                                                                                                                 0                                                                                                                                                                                                     1

                                                                                                                                                                                                                                                                                                                                                                                                       1- Low (4121) 22.1%                                                                                                                                                                                     1- Low (256) 46.5%
                                                                                                                                                                                                                                                                                                                                                                                                       2 - Mid (5014) 26.9%                                                                                                                                                                                    2 - Mid (128) 23.3%
                                                                                                                                                                                                                                                                                                                                                                                                       3 - High (9485) 50.9%                                                                                                                                                                                   3 - High (166) 30.2%
                                                                                                                                                                                                                                                                                                                                                                                                       Total    18620 97.1%                                                                                                                                                                                    Total     550   2.9%

                                                                                                                                                                                                                                                                                                                                                                                                       CATG10 - 10 Hardware                                                                                                                                                                                       CATEGORY -
                                                                                                                                                                                                                                                                                                                                                                                                           P=0.000476                                                                                                                                                                                              P=0.000000
                                                                                                                                                                                                                                                                                                                                                                                                       CHI=19.905137; DF=2                                                                                                                                                                                    CHI=166.054857; DF=6




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                HW
                                                                                                                                                                                                                                                                                                                  0(16524)                                                                                                                                                                                 1(2096)               Software / Software - Capabilities(117)     Software / Software - Improvements(145)       Software / Software - Quality & Reliability(117)   Software / Software - Value(171)

                                                                                                                                                                                                                                                                                                            1- Low (3636) 22.0%                                                                                                                                                                      1- Low (485) 23.1%                   1- Low (34) 29.1%                            1- Low (119) 82.1%                               1- Low (17) 14.5%                          1- Low (86) 50.3%
                                                                                                                                                                                                                                                                                                            2 - Mid (4379) 26.5%                                                                                                                                                                     2 - Mid (635) 30.3%                  2 - Mid (43) 36.8%                           2 - Mid (15) 10.3%                               2 - Mid (25) 21.4%                         2 - Mid (45) 26.3%
                                                                                                                                                                                                                                                                                                            3 - High (8509) 51.5%                                                                                                                                                                    3 - High (976) 46.6%                 3 - High (40) 34.2%                          3 - High (11) 7.6%                               3 - High (75) 64.1%                        3 - High (40) 23.4%
                                                                                                                                                                                                                                                                                                            Total    16524 86.2%                                                                                                                                                                     Total    2096 10.9%                  Total    117 0.6%                            Total    145  0.8%                               Total    117 0.6%                          Total    171 0.9%

                                                                                                                                                                                                                                                                                                            CATG16 - 16 Solutions                                                                                                                                                                       CATEGORY -
                                                                                                                                                                                                                                                                                                                 P=0.000000                                                                                                                                                                              P=0.000000
                                                                                                                                                                                                                                                                                                            CHI=238.887402; DF=2                                                                                                                                                                    CHI=608.919718; DF=6



                                                                                                                                                                                                                                                                0(13296)                                                                                                         1(3228)                       Hardware / Hardware - Computers/ Laptops(216)            Hardware / Hardware - Improvements(249)      Hardware / Hardware - Innovation(30)        Hardware / Hardware - Quality & Reliability(518)




                                                                                                                                                                                                                                                                                                                                                  Solution
                                                                                                                                                                                                                                                                                                                                                                                                                       Hardware / Hardware - OS(27)                                                                   Hardware / Hardware - Value(333)
                                                                                                                                                                                                                                                         1- Low (3029) 22.8%                                                                                             1- Low (607) 18.8%                        Hardware / Hardware - Virtualization(94)                      1- Low (188) 75.5%                   Hardware / Hardware - Printers(70)                      1- Low (43) 8.3%
                                                                                                                                                                                                                                                         2 - Mid (3801) 28.6%                                                                                            2 - Mid (578) 17.9%                                                                                     2 - Mid (37) 14.9%                   Hardware / Hardware - Server(559)                       2 - Mid (91) 17.6%
                                                                                                                                                                                                                                                         3 - High (6466) 48.6%                                                                                           3 - High (2043) 63.3%                               1- Low (74) 22.0%                                   3 - High (24) 9.6%                                                                           3 - High (384) 74.1%
                                                                                                                                                                                                                                                         Total    13296 69.4%                                                                                            Total     3228 16.8%                                2 - Mid (153) 45.4%                                 Total    249  1.3%                         1- Low (180) 18.1%                                Total     518   2.7%
                                                                                                                                                                                                                                                                                                                                                                                                                             3 - High (110) 32.6%                                                                           2 - Mid (354) 35.7%
                                                                                                                                                                                                                                           CATG6 - 6 Depth & Breadth of Technology Portfolio                                                                                 CATEGORY -                                      Total     337   1.8%                                                                           3 - High (458) 46.2%
                                                                                                                                                                                                                                                            P=0.000000                                                                                                        P=0.000000                                                                                                                                    Total     992   5.2%
                                                                                                                                                                                                                                                      CHI=122.248266; DF=2                                                                                               CHI=266.880808; DF=4



                                                                                                                                                                                                                                                  0(13035)                                1(261)                Solutions / Solutions - Adaptive(179)     Solutions / Solutions - Comprehensive(325)     Solutions / Solutions - Quality & Reliability(1690)
                                                                                                                                                                                                                                                                                                                 Solutions / Solutions - Price(619)         Solutions / Solutions - Innovation(134)
                                                                                                                                                                                                                                           1- Low (3014) 23.1%                    1- Low (15) 5.7%               Solutions / Solutions - Value(281)                                                                   1- Low (161) 9.5%
                                                                                                                                                                                                                                           2 - Mid (3770) 28.9%                   2 - Mid (31) 11.9%                                                                 1- Low (110) 24.0%                               2 - Mid (266) 15.7%
                                                                                                                                                                                                                                           3 - High (6251) 48.0%                  3 - High (215) 82.4%                 1- Low (336) 31.1%                            2 - Mid (76) 16.6%                               3 - High (1263) 74.7%
                                                                                                                                                                                                                                           Total    13035 68.0%                   Total     261   1.4%                 2 - Mid (236) 21.9%                           3 - High (273) 59.5%                             Total     1690   8.8%
                                                                                                                                                                                                                                                                                                                       3 - High (507) 47.0%                          Total     459   2.4%
                                                                                                                                                                                                                                 CATG14 - 14 Service & Technical Support                                               Total    1079 5.6%
                                                                                                                                                                                                                                              P=0.000000
                                                                                                                                                                                                                                         CHI=64.536308; DF=2



                                                                                                                                                                     0(10738)

                                                                                                                                                              1- Low (2565) 23.9%
                                                                                                                                                              2 - Mid (3198) 29.8%
                                                                                                                                                              3 - High (4975) 46.3%
                                                                                                                                                              Total    10738 56.0%
                                                                                                                                                                                                                                                                                             Technical                                1(2297)

                                                                                                                                                                                                                                                                                                                               1- Low (449) 19.5%
                                                                                                                                                                                                                                                                                                                               2 - Mid (572) 24.9%
                                                                                                                                                                                                                                                                                                                               3 - High (1276) 55.6%
                                                                                                                                                                                                                                                                                                                               Total     2297 12.0%

                                                                                                                                                       CATG4 - 4 Cost/ Price/ Value - General                                                                                                                                     CATEGORY -




                                                                                                                                                                                                                                                                                              Support
                                                                                                                                                                  P=0.000000                                                                                                                                                       P=0.000000
                                                                                                                                                            CHI=155.188571; DF=2                                                                                                                                              CHI=147.782652; DF=4



                                                                                                                                                       0(9342)                        1(1396)               Service & Technical Support / Service & Technical Support - Flexibility & Responsiveness(648)        Service & Technical Support / Service & Technical Support - Local(92)      Service & Technical Support / Service & Technical Support - Quality(1099)
                                                                                                                                                                                                                     Service & Technical Support / Service & Technical Support - Proactive(66)                   Service & Technical Support / Service & Technical Support - Price(392)
                                                                                                                                              1- Low (2377) 25.4%             1- Low (188) 13.5%                                                                                                                                                                                                                      1- Low (149) 13.6%
                                                                                                                                              2 - Mid (2611) 27.9%            2 - Mid (587) 42.0%                                              1- Low (202) 28.3%                                                                        1- Low (98) 20.2%                                                            2 - Mid (201) 18.3%
                                                                                                                                              3 - High (4354) 46.6%           3 - High (621) 44.5%                                             2 - Mid (214) 30.0%                                                                       2 - Mid (157) 32.4%                                                          3 - High (749) 68.2%
                                                                                                                                              Total     9342 48.7%            Total    1396 7.3%                                               3 - High (298) 41.7%                                                                      3 - High (229) 47.3%                                                         Total    1099 5.7%
                                                                                                                                                                                                                                               Total     714   3.7%                                                                      Total     484   2.5%
                                                                                                                                               CATG3 - 3 Contracts
                                                                                                                                                   P=0.000000
                                                                                                                                              CHI=122.920354; DF=2



                                                                                                                   0(8923)                                                                 1(419)

                                                                                                            1- Low (2175) 24.4%                                                      1- Low (202) 48.2%
                                                                                                            2 - Mid (2515) 28.2%                                                     2 - Mid (96) 22.9%
                                                                                                            3 - High (4233) 47.4%                                                    3 - High (121) 28.9%
                                                                                                            Total     8923 46.5%                                                     Total     419   2.2%

                                                                                                         CATG9 - 9 Global Coverage                                            CATBIG14 - 14 Contracts Value
                                                                                                               P=0.000286                                                            P=0.005479
                                                                                                           CHI=20.921843; DF=2                                                   CHI=15.018692; DF=2




                                                                                                                                                                                                                                                                                                Validating thematic patterns and sentiment
                                                                                                     0(8446)                                  1(477)                        0(159)                     1(260)

                                                                                              1- Low (2097) 24.8%                      1- Low (78) 16.4%             1- Low (62) 39.0%           1- Low (140) 53.8%
                                                                                              2 - Mid (2350) 27.8%                     2 - Mid (165) 34.6%           2 - Mid (34) 21.4%          2 - Mid (62) 23.8%
                                                                                              3 - High (3999) 47.3%                    3 - High (234) 49.1%          3 - High (63) 39.6%         3 - High (58) 22.3%
                                                                                              Total     8446 44.1%                     Total     477   2.5%          Total    159 0.8%           Total    260   1.4%

                                                                                 CATG5 - 5 Customer Communications & Education
                                                                                                 P=0.000000
                                                                                             CHI=44.619311; DF=2



                                      0(7821)                                                                                                                                   1(625)

                              1- Low (1889) 24.2%                                                                                                                        1- Low (208) 33.3%
                              2 - Mid (2152) 27.5%                                                                                                                       2 - Mid (198) 31.7%
                              3 - High (3780) 48.3%                                                                                                                      3 - High (219) 35.0%
                              Total     7821 40.8%                                                                                                                       Total     625   3.3%

                             CATG1 - 1 Account Mgmt                                                                                                                        CATEGORY -
                                   P=0.000000                                                                                                                               P=0.000127
                              CHI=196.377570; DF=2                                                                                                                      CHI=40.295372; DF=2



                       0(6965)                         1(856)          Customer Communications & Education / Customer Communications & Education - General(353)                 Customer Communications & Education / Customer Communications & Education - Provide Roadmaps(135)
                                                                                                                                                                        Customer Communications & Education / Customer Communications & Education - Provide Training, Seminars, Education(137)
                 1- Low (1769) 25.4%            1- Low (120) 14.0%                                      1- Low (83) 23.5%
                 2 - Mid (2023) 29.0%           2 - Mid (129) 15.1%                                     2 - Mid (140) 39.7%                                                                                                 1- Low (125) 46.0%
                 3 - High (3173) 45.6%          3 - High (607) 70.9%                                    3 - High (130) 36.8%                                                                                                2 - Mid (58) 21.3%
                 Total     6965 36.3%           Total     856   4.5%                                    Total     353   1.8%                                                                                                3 - High (89) 32.7%
                                                                                                                                                                                                                            Total    272   1.4%
             CATG2 - 2 Consulting Services
                     P=0.000000
                CHI=77.011450; DF=2



           0(6804)                     1(161)

     1- Low (1681) 24.7%         1- Low (88) 54.7%
     2 - Mid (2003) 29.4%        2 - Mid (20) 12.4%
     3 - High (3120) 45.9%       3 - High (53) 32.9%
     Total     6804 35.5%        Total    161 0.8%




50
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)
Text Mining Summit 2009 V4 (For General Presentations)

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Text Mining Summit 2009 V4 (For General Presentations)

  • 1. Harris Interactive Text Analytics Click to edit Master title style Strategic Insight and Text Analytics
  • 2. Harris Interactive History • Harris Poll – longest running US proprietary poll (since 1963) • Leading pioneer for online panels and online surveys in 1990s • 2005 – ranked 13th largest market research firm worldwide (ESOMAR) 2
  • 3. Qualitative and Quantitative Streams actionable prescription needs rich detail projectable generalizations require methodical validation and significance testing. 3
  • 4. Why Text Analytics is becoming Critical • Provides a much needed validation of quantitative analysis; and can be used to help understand what respondents mean when they provide a scaled response • Offers a more contextualized analysis where emerging themes are less driven by a priori research categories and concepts • Classification can be more sophisticated and a less taxing method of building consistent thematic structures • Catalogued text which can be easily organized in hierarchies and interlocking relationships, which more accurately reflect how respondents organize their conceptual world • Sentiment which can be associated with thematically organized data and provide insight into dispositions that influence stated or observed behavior 4
  • 5. Scalability and Replication • Text analytics software offers lower costs for handling large volumes of content rich data • Natural language processing, and domain specific training sets give reliable replication and updating of analysis • Iterative testing of thematic structures ensures systematic validation of themes and their analytical relevance. 5
  • 6. Text Analytics Output • Classification: – Thematic Structure – Links to detailed comments • Volume: – Count for Documents, Sentences and Authors • Sentiment: – Positive and Negative Content 6
  • 7. Case Study B2B Survey with Top Global Accounts 7
  • 8. Context • Data Source – ~5,000 B2B interviews annually (multiple interviews per account) – ~120 structured questions & ~5 open comments per interview • Prior analysis: – Main exploration and analysis dependent on structured variables – Statistical approach limited to simple correlations and comparison of average scores – Use comments as anecdotes to support a priori hypotheses about account issues 8
  • 9. Key Issues • Structured variables not providing actionable insights • Unstructured comments too difficult to theme effectively 9
  • 10. Issues with Structured Variables: Coefficient Graph 0.8 Comparing Multivariate and Bivariate Analysis of Drivers of Loyalty 0.7 0.6 0.5 0.4 Coefficients for 2008 0.3 ZeroOrder CORR CATREG Optimal Scale 0.2 CR Scaled Zero Order Corr 0.1 0 -0.3 -0.2 -0.1 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 -0.1 -0.2 -0.3 Coefficients for 2007 10
  • 11. Issue of Thematic Complexity • No consistent story emerged in original analysis, despite having fewer themes • Comments were presented anecdotally and loosely mapped to a priori groups of structured questions From Original Harris Reports Classification Number of themes identified 44 65 Number of insignificant or redundant themes 16 0 Number of unique themes 28 65 11
  • 12. Overcoming Classification Redundancy Text Analytics Child Categories Section 1 (original report) Section 2 (original report) Section 3 (original report) Section 4 (original report) Account Mgmt - Communication Account Mgmt - Knowledge & Expertis e A/ BR: Account Teams Viewed As Trus ted Advis ors Adding Strategic Value AM: Acct Mgr Adds Strategic Value Account Mgmt - Local Account Mgmt - Res pons ivenes s Account Mgmt - Quality Account Mgmt - Support RV: Empower Acct Mgr / Acct Team Support Account Mgmt - Problem Res olution Cons ulting Srvc - Value Cons ulting Srvc - Offerings Cons ulting Srvc - Knowledge & Expertis e Contracts - Pos t-Sale Contracts - Commitment Contracts- Quality Contracts - Value Fulfillment - Commitment Fulfillment - Speed H ardware - Computers / Laptops H ardware - Improvements H ardware - Innovation H ardware - Printers H ardware - Quality & Reliability PQR: H ardware Quality / Reliability H ardware - Server H ardware - Value H ardware - OS H ardware - Virtualiz ation Relations hip Value - Executive Engagement RV: Add Value / More Executive Engagement ABR: Effective Executive Engagement Relations hip Value - Local Text Relations hip Value - Partnering Relations hip Value - Communicate Relations hip Value - Long-term View Service & Technical Support - Flexibility & Res pons ivenes s S&S: Efficiency & Acces s ibility S&S: Prompt Analytics Service & Technical Support - Quality Service & Technical Support - Proactive Service & Technical Support - Local Service & Technical Support - Price Matching Unique and Redundant Software - Capabilities Child Software - Quality & Reliability Software - Improvements Software - Value Solutions - Quality & Reliability Themes from Original Analysis PQR: Software Quality / Solutions Themes Solutions - Value Solutions - Comprehens ive Solutions - Innovation Solutions - Adaptive Solutions - Price G en - Pricing Improve TCO / Reduce Prices H elping Manage TCO G en - Value PCV: Solutions Offer Compelling ROI PCV: Services Deliver Meas urable Value Integrated Solutions - H ardware Integrated Solutions - Software Integrated Solutions - H ardware & Software Integrated Solutions - G eneral IS: Integrated Solutions Reliability IS: Deliver Promis ed Benefits IS: More Integrated Solutions IS: Seamles s Integration of Solutions Eas e of Doing Bus ines s - Fewer Silos / Less Bureaucracy EODB: Fewer Silos / Les s Bureaucracy EODB: Act Cohes ively EODB: G lobal Cons is tency Eas e of Doing Bus ines s - Owners hip / Follow-through EODB: Owners hip / Follow-through RV: Proactively Propos e Solutions Eas e of Doing Bus ines s - Flexibility & Res pons ivenes s EODB: Flexibility and Res pons ivenes s Eas e of Doing Bus ines s - Simplify Proces s es (Pricing, Quoting, Ordering, EODB: Simplify Proces s es (Pricing, Quoting, Ordering, Invoicing) EODB: T&Cs ; Quote TAT; Invoice Clarity EODB: Contract Proces s Invoicing, Contracts , Terms ) U nders tanding Bus ines s N eeds U BN : Bus ines s U nders tanding U BN : Ability to U nders tand Critical Succes s Factors / Priorities Cus tomer Communications & Education - Provide Roadmaps Communications : Roadmaps Enable Planning Cus tomer Communications & Education - Provide Training, Seminars , Education Cus tomer Communications & Education - G eneral Communications : Effective Communications Depth & Breadth of Technology Portfolio TPK: Breadth & Depth of Technology Portfolio Technology Experience & Expertis e TPK: Knowledge, Expertis e & Experience Brand, Pres ence & Credibility TPP: Brand, Pres ence and Credibility G lobal Coverage - Account Mgmt G lobal Coverage - Solutions G C: Addres s G lobal Needs G C: G lobal Capabilities G lobal Coverage - Support & Technical Service 12
  • 13. Analysis Plan to Address Issues Big Picture Use Heat Maps Identify Leading Themes Linkages between Themes Co-occurrence Narrative Structure of Themes CHAID Statistical Validation 13
  • 14. Step One: Effective Classification Creating a thematic structure from case study data is first step 14
  • 15. Key to Success: Detailed Classification Classification Tree Case Study Example Understand Ease of Breadth of Experience Integrated Specific Brand Doing Technology and Solutions Business Credibility Business Portfolio Expertise Needs See Training Set Example 15
  • 16. Rules for Training Sets: Integrated Solutions - Breakdown 16
  • 17. Rules for Training Sets: Ease of Doing Business - Breakdown 17
  • 18. Step Two: Heat Maps on Volume and Sentiment Building a Market Story from a Thematic Structure 18
  • 19. Why Heat Maps? Current • Heat maps provide a simple method of Hi identifying actions that are directly related Sentiment to the thematic structure of customer Med discourse. • Text analytics provides a method of Low measuring both the current state of Low Med Hi sentiment and volume of mentions. Emerging Volume • The thematic integrity of the classification Hi scheme permits year over year analysis of changes in sentiment and volume. Sentiment Med • Combining Current (e.g., 2008) and Emerging (i.e., year over year changes) Low patterns suggests ways to address marketing, brand and product positioning. Low Med Hi Volume Note: Year over year change 19
  • 20. How to interpret current state Heat Maps   Brand/Position Hi Latent Core Attractors Leverage – continue to Sentiment Themes: Med build to maintain requires top market position of mind uplift   Low Brand Volume Low Med Hi Brand/Position Appendages: Detractors – Requires top of need to address mind and negative spin sentiment uplift 20
  • 21. Heat Map Criteria Allocation of Themes Box Names S>.85 S>.85 S>.85 Hi Hi V<.15 V ~.15- V>.85 1 2 3 .85 Sentiment Sentiment S~.15- S~ .15- S~.15- Med Med .85 .85 V ~.15- .85 4 5 6 V<.15 V>.85 .85 S<.15 Low Low S<.15 S<.15 V<.15 V ~.15- V>.85 7 8 9 .85 Low Med Hi Low Med Hi Volume Volume Criteria for theme assignment uses 15th and 85th percentiles as parameters. 21
  • 22. Interpretation: Emerging Problems Emerging Problems • Emerging Pattern E Example – Sentiment (Low) means large downward change in average Hi – Volume (Hi) means large increase in number of mentions Sentiment • Current State C C Med – Sentiment (Med) means mix of positive and negative dispositions – Volume (Med) average number of mentions Low • Interpretation E – What are currently moderate issues may become critical issues by next year if trend Low Med Hi continues Volume – There is a frequent top of mind mention that requires remedial action not messaging 22
  • 23. Interpretation: New Positioning Develop New Positioning • Emerging Pattern E Example – Sentiment (Hi) means large upward change in average Hi – Volume (Hi) means large C E 1 increase in number of mentions Sentiment • Current State C Med – Sentiment (Med-Hi) means mix of positive 5 C 6 and negative dispositions – Volume (Med-Hi) above average number Low of mentions • Interpretation – Upward trends in cells 1,5 & 6 mean new Low Med Hi positive themes are emerging that tactical Volume messaging can reinforce and connect to current brand anchors 23
  • 24. Interpretation: Diminishing Relevance Diminishing Relevance • Emerging Pattern E Example – Sentiment (Lo) means large downward change in average Hi – Volume (Lo) means large decrease in C number of mentions 1 Sentiment • Current State C Med – Sentiment (Hi) highly positive dispositions – Volume (Med) average number of mentions 4 5 6 • Interpretation Low – Downward trend in both average sentiment and number of mentions, which means that while the E positive disposition is eroding, the relevance of the theme may become less significant over time Low Med Hi – Shoring up this characteristic may have a low ROI, look for positive changes in themes from Volume 1,4,5 & 6. 24
  • 25. Heat Maps Case Study Story 25
  • 26. Total Market: Hyperlink Heat Map Current State 2008 Big Picture • Safe and reliable but stodgy and not effectively improving Hi 1 2 3 products and services • Has effective account Sentiment management which represents Med 4 5 6 value but can be seen as maintaining the status quo • Strategic partnering is Low 7 8 9 hampered by a service orientation that does not Low Med Hi effectively communicate an Volume improvement-consultative model 26
  • 27. Current Overall Client Experience Strengths Threats • Brand – broad portfolio & • Weak value proposition consistent credibility – Software, Consulting & • Strong account management Contracts – Responsive, brings value & • Failure to improve through expertise innovation and product evolution • Delivering quality and reliability – Lagging developments in – Hardware and software software and hardware – Solutions – Weak business follow-through – Service and Technical Support – Problems communicating visionary roadmaps and functionality 27
  • 28. Understanding Interleafing Strengths Quality and Reliability Account Management • Co-occurrence Analysis • Co-occurrence Analysis – Quality for solutions, support, SW – Account responsiveness is a and HW are integrally linked function of communication and – Product quality is reinforced by problem resolution strong account management – Account management quality is – Product quality has concrete tied to support and underpinnings e.g., HW quality responsiveness shows links to OS issues, which in – Account capabilities has turn are tied to servers and connections to local account emerging virtualization issues support and service support 28
  • 29. Buffered by Account Management Current State 2008 Account Mgt Themes Responsiveness Hi 1 2 3 Quality Knowledge & Expertise Sentiment Med Local Relationship Value 4 5 6 Support Communication Low 7 8 9 Local Problem Resolution Low Med Hi Volume 29
  • 30. Understanding Interleafing Threats Building a Sense of Value Ongoing Improvement • Co-occurrences • Co-occurrences – Value disassociated from quality – Disconnect between innovation and reliability and improvement in SW – More narrowly focused or linked to – Co-occurrence with integrated specific products and services solutions and SW capabilities is – HW value co-occurs with SW not improving view of of SW value suggesting mutual improvement reinforcement – Both improvement and innovation – HW value aligns with discussion of dimensions are poorly positioned servers and HW improvements – HW improvement is linked to a a – Positive server position does not highly commoditized technology offset poor position of HW (i.e., printers) limiting uplift improvement, which undermines HW value 30
  • 31. Stunted Improvement/Innovation Issues Current State 2008 HW Innovation Hi 1 2 3 Solution Innovation Sentiment Med SW Improvement 4 5 6 HW Improvement Low 7 8 9 Low Med Hi Volume 31
  • 32. Structured Data: Repurchase Likelihood to repurchase – scaled response 32
  • 33. Repurchase: Top box and Bottom Box  New Insights • High volume positive themes of top box clients  Similar to general market – Very positive reaction to account management: responsiveness, support, quality, expertise – Very positive perceptions of quality and reliability • High volume negative themes of bottom box clients – Lack simplified processes and follow-through (EOB) – Reactive service model Very different pain points – Lack executive engagement and consultative value – Fail to emphasize improvement  Very different pain points 33
  • 34. Hyperlink Heat Map: Repurchase Top Box Current State 2008 Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 34
  • 35. Hyperlink Heat Map: Repurchase Bottom Box Current State 2008 Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 35
  • 36. Identifying Emerging Trends Year over year changes in volume and sentiment 36
  • 37. Themes with Positive Uplift in Volume and Sentiment • Large increases in volume and positive sentiment – Brand presence and global solutions – SW quality – HW virtualization • Large increases in volume, but large decreases in positive sentiment – Integrated Solutions - Software – Ease of Doing Business - Simplify Processes (Pricing, Quoting, Ordering, Invoicing, Contracts, Terms) Increasingly Positive Increasing Chatter Increasingly Negative 37
  • 38. Hyperlink Heat Map: Total Market Year Over Year Changes Emerging Trends Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 38
  • 39. Linking Current and Emerging Patterns 39
  • 40. Enhancement and Positioning Opportunities Integrated Solutions – HW S&T Support - Proactive Trend Diagnostics HW - Virtualization Hi Acct Mgt - Local 1 2 3 Sentiment • Local account management Med has latent potential on small 4 A 5 H&V 6 scale • Positive development for core Low strength in S&T support 7 8 9 • Look to key market drivers like virtualization to Low Med Hi strengthen HW and reinforce positive shifts in integrated Volume solutions 40
  • 41. Immediate Remedial Action Required HW –Innovation (1) HW – Improvements (2) Trend Diagnostics Integrated Solutions – SW (1) SW – Improvement (2) Hi 1 2 3 EDB – Simplify Processes Sentiment E Med • SW (improvement) is not 4 5 6 showing signs of emerging H1 H2 from the red zone • EDB (simplify) and Integrated Low Solutions (SW) show potential 7 S2 8 1 S 9 entrenchment in the red zone • HW (innovation and Low Med Hi improvement) see erosion in Volume their moderate, trending to red zone 41
  • 42. Heat Maps: 2008 Account Type Few Clients AND Many Clients 42
  • 43. Hyperlink Heat Map: 2008 Account Type: Linking Themes to Structured Variables One to Few Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 43
  • 44. Hyperlink Heat Map: 2008 Account Type: Linking Themes to Structured Variables One to Many Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 44
  • 45. Heat Maps for Relationship Strategic Partner – Solutions Provider – Transactional 45
  • 46. Hyperlink Heat Map for Relationship 2008: Linking Themes to Structured Variables Strategic Partner Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 46
  • 47. Hyperlink Heat Map for Relationship 2008: Linking Themes to Structured Variables Solution Provider Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 47
  • 48. Hyperlink Heat Map for Relationship 2008: Linking Themes to Structured Variables Transactional Hi 2 3 Sentiment Med Low 8 9 Low Med Hi Volume 48
  • 49. Predictive Trees Statistical validation of core product and service thematic relationships to sentiment for total market 49
  • 50. CHAID Tree for Sentiment 1- Low (4377) 22.8% 2 - Mid (5142) 26.8% 3 - High (9651) 50.3% Total 19170 CATG15 - 15 Software P=0.000000 CHI=187.835417; DF=2 SW 0 1 1- Low (4121) 22.1% 1- Low (256) 46.5% 2 - Mid (5014) 26.9% 2 - Mid (128) 23.3% 3 - High (9485) 50.9% 3 - High (166) 30.2% Total 18620 97.1% Total 550 2.9% CATG10 - 10 Hardware CATEGORY - P=0.000476 P=0.000000 CHI=19.905137; DF=2 CHI=166.054857; DF=6 HW 0(16524) 1(2096) Software / Software - Capabilities(117) Software / Software - Improvements(145) Software / Software - Quality & Reliability(117) Software / Software - Value(171) 1- Low (3636) 22.0% 1- Low (485) 23.1% 1- Low (34) 29.1% 1- Low (119) 82.1% 1- Low (17) 14.5% 1- Low (86) 50.3% 2 - Mid (4379) 26.5% 2 - Mid (635) 30.3% 2 - Mid (43) 36.8% 2 - Mid (15) 10.3% 2 - Mid (25) 21.4% 2 - Mid (45) 26.3% 3 - High (8509) 51.5% 3 - High (976) 46.6% 3 - High (40) 34.2% 3 - High (11) 7.6% 3 - High (75) 64.1% 3 - High (40) 23.4% Total 16524 86.2% Total 2096 10.9% Total 117 0.6% Total 145 0.8% Total 117 0.6% Total 171 0.9% CATG16 - 16 Solutions CATEGORY - P=0.000000 P=0.000000 CHI=238.887402; DF=2 CHI=608.919718; DF=6 0(13296) 1(3228) Hardware / Hardware - Computers/ Laptops(216) Hardware / Hardware - Improvements(249) Hardware / Hardware - Innovation(30) Hardware / Hardware - Quality & Reliability(518) Solution Hardware / Hardware - OS(27) Hardware / Hardware - Value(333) 1- Low (3029) 22.8% 1- Low (607) 18.8% Hardware / Hardware - Virtualization(94) 1- Low (188) 75.5% Hardware / Hardware - Printers(70) 1- Low (43) 8.3% 2 - Mid (3801) 28.6% 2 - Mid (578) 17.9% 2 - Mid (37) 14.9% Hardware / Hardware - Server(559) 2 - Mid (91) 17.6% 3 - High (6466) 48.6% 3 - High (2043) 63.3% 1- Low (74) 22.0% 3 - High (24) 9.6% 3 - High (384) 74.1% Total 13296 69.4% Total 3228 16.8% 2 - Mid (153) 45.4% Total 249 1.3% 1- Low (180) 18.1% Total 518 2.7% 3 - High (110) 32.6% 2 - Mid (354) 35.7% CATG6 - 6 Depth & Breadth of Technology Portfolio CATEGORY - Total 337 1.8% 3 - High (458) 46.2% P=0.000000 P=0.000000 Total 992 5.2% CHI=122.248266; DF=2 CHI=266.880808; DF=4 0(13035) 1(261) Solutions / Solutions - Adaptive(179) Solutions / Solutions - Comprehensive(325) Solutions / Solutions - Quality & Reliability(1690) Solutions / Solutions - Price(619) Solutions / Solutions - Innovation(134) 1- Low (3014) 23.1% 1- Low (15) 5.7% Solutions / Solutions - Value(281) 1- Low (161) 9.5% 2 - Mid (3770) 28.9% 2 - Mid (31) 11.9% 1- Low (110) 24.0% 2 - Mid (266) 15.7% 3 - High (6251) 48.0% 3 - High (215) 82.4% 1- Low (336) 31.1% 2 - Mid (76) 16.6% 3 - High (1263) 74.7% Total 13035 68.0% Total 261 1.4% 2 - Mid (236) 21.9% 3 - High (273) 59.5% Total 1690 8.8% 3 - High (507) 47.0% Total 459 2.4% CATG14 - 14 Service & Technical Support Total 1079 5.6% P=0.000000 CHI=64.536308; DF=2 0(10738) 1- Low (2565) 23.9% 2 - Mid (3198) 29.8% 3 - High (4975) 46.3% Total 10738 56.0% Technical 1(2297) 1- Low (449) 19.5% 2 - Mid (572) 24.9% 3 - High (1276) 55.6% Total 2297 12.0% CATG4 - 4 Cost/ Price/ Value - General CATEGORY - Support P=0.000000 P=0.000000 CHI=155.188571; DF=2 CHI=147.782652; DF=4 0(9342) 1(1396) Service & Technical Support / Service & Technical Support - Flexibility & Responsiveness(648) Service & Technical Support / Service & Technical Support - Local(92) Service & Technical Support / Service & Technical Support - Quality(1099) Service & Technical Support / Service & Technical Support - Proactive(66) Service & Technical Support / Service & Technical Support - Price(392) 1- Low (2377) 25.4% 1- Low (188) 13.5% 1- Low (149) 13.6% 2 - Mid (2611) 27.9% 2 - Mid (587) 42.0% 1- Low (202) 28.3% 1- Low (98) 20.2% 2 - Mid (201) 18.3% 3 - High (4354) 46.6% 3 - High (621) 44.5% 2 - Mid (214) 30.0% 2 - Mid (157) 32.4% 3 - High (749) 68.2% Total 9342 48.7% Total 1396 7.3% 3 - High (298) 41.7% 3 - High (229) 47.3% Total 1099 5.7% Total 714 3.7% Total 484 2.5% CATG3 - 3 Contracts P=0.000000 CHI=122.920354; DF=2 0(8923) 1(419) 1- Low (2175) 24.4% 1- Low (202) 48.2% 2 - Mid (2515) 28.2% 2 - Mid (96) 22.9% 3 - High (4233) 47.4% 3 - High (121) 28.9% Total 8923 46.5% Total 419 2.2% CATG9 - 9 Global Coverage CATBIG14 - 14 Contracts Value P=0.000286 P=0.005479 CHI=20.921843; DF=2 CHI=15.018692; DF=2 Validating thematic patterns and sentiment 0(8446) 1(477) 0(159) 1(260) 1- Low (2097) 24.8% 1- Low (78) 16.4% 1- Low (62) 39.0% 1- Low (140) 53.8% 2 - Mid (2350) 27.8% 2 - Mid (165) 34.6% 2 - Mid (34) 21.4% 2 - Mid (62) 23.8% 3 - High (3999) 47.3% 3 - High (234) 49.1% 3 - High (63) 39.6% 3 - High (58) 22.3% Total 8446 44.1% Total 477 2.5% Total 159 0.8% Total 260 1.4% CATG5 - 5 Customer Communications & Education P=0.000000 CHI=44.619311; DF=2 0(7821) 1(625) 1- Low (1889) 24.2% 1- Low (208) 33.3% 2 - Mid (2152) 27.5% 2 - Mid (198) 31.7% 3 - High (3780) 48.3% 3 - High (219) 35.0% Total 7821 40.8% Total 625 3.3% CATG1 - 1 Account Mgmt CATEGORY - P=0.000000 P=0.000127 CHI=196.377570; DF=2 CHI=40.295372; DF=2 0(6965) 1(856) Customer Communications & Education / Customer Communications & Education - General(353) Customer Communications & Education / Customer Communications & Education - Provide Roadmaps(135) Customer Communications & Education / Customer Communications & Education - Provide Training, Seminars, Education(137) 1- Low (1769) 25.4% 1- Low (120) 14.0% 1- Low (83) 23.5% 2 - Mid (2023) 29.0% 2 - Mid (129) 15.1% 2 - Mid (140) 39.7% 1- Low (125) 46.0% 3 - High (3173) 45.6% 3 - High (607) 70.9% 3 - High (130) 36.8% 2 - Mid (58) 21.3% Total 6965 36.3% Total 856 4.5% Total 353 1.8% 3 - High (89) 32.7% Total 272 1.4% CATG2 - 2 Consulting Services P=0.000000 CHI=77.011450; DF=2 0(6804) 1(161) 1- Low (1681) 24.7% 1- Low (88) 54.7% 2 - Mid (2003) 29.4% 2 - Mid (20) 12.4% 3 - High (3120) 45.9% 3 - High (53) 32.9% Total 6804 35.5% Total 161 0.8% 50

Editor's Notes

  1. Modified version of the presentation at the Text Analytics Summit , June 2009, Boston, MA. Original presented by R. Scott Evans, PhD, VP, Harris Interactive.
  2. Text analytics provides a much needed bridge between the richness and prescriptive qualities of qualitative methodologies and the more rigorous validation and predictive extrapolations derived from quantitative methodologies. By its very nature, the thematic structure generated by text analytics offers an integrative capability that permits the integration and synthesis of insights from disparate data sources.
  3. Text analytics provides a much needed validation of quantitative analysis; and can be used to help understand what respondents mean when they provide a scaled response.Additionally, this provides a more contextualized analysis, where emerging themes are less driven by a priori research categories and concepts. In this context, classification can be more sophisticated and a less taxing method of building consistent thematic structures than traditional qualitative approaches. Catalogued text which can be easily organized in hierarchies and interlocking relationships, which more accurately reflect how respondents organize their conceptual world. Sentiment can be associated with thematically organized data and provide insight into dispositions that influence stated or observed behavior.
  4. Successful application of text analytics is not “plug and play”. It does require front loaded commitment to designing thematic structures that address business issues, while ensuring that themes are consistent with what is found in the data. This requires a combination of rules-based learning and linguistically based machine learning. The subsequent repurposing of the ontologies derived from building a suitable thematic framework and associated training set means that replicating or updating the analysis with new data is both efficient and results in the consistent treatment of data.
  5. The three general types of measures resulting from text analytics is themes, counts within themes, and average sentiment scores within themes. The key to successful analysis is to develop a thematic structure at the bottom nodes that is sufficiently rich to provide a detailed understanding of market discourse – but having a hierarchical structure that permits natural roll ups at higher levels. In other words, having parent, children and grandchildren nodes simplifies generalization. The children and grandchildren nodes provide a rich description of the nodes above them. So reporting can take place for parent nodes and the analysis can incorporate the insights derived from the sub-nodes .
  6. The original case study was a mix of online and telephone interviews. The structured questions were extensive and the original design relies on quantitative measures for understanding account relationships. The open comments were to provide an anecdotal backdrop to support or add color to the quantitative findings.The original battery of performance questions forms a single factor in Principal Components analysis. What this means that distinguishing the importance of one question over another is extremely difficult. There is little variation in how respondents answer individual performance questions, with all questions skewed to the high end of the scale. Structured Data Problem: The singularity of the data makes it very difficult to identify salient performance issues and evaluate impact on likelihood to repurchase or recommend.Text Analytics: Provides an alternative way of assessing relative salience of performance by aligning themes with structured data and examining volume of comments and sentiment associated with themes that align with performance questions. This method also provides and independent alternative to the quantitative analysis by looking at sentence volume and average sentiment associated with themes derived independently from the textual data.
  7. These were the issues that prompted focus on this particular data source.
  8. Validation NeededThe reason why secondary validation of quantitative findings is so important is demonstrated in the abovecoefficient graph. It is here that we see some of the dangers of simplistic quantitative analysis, while at the same time pointing to the potential risks of using more advanced techniques. The tight clustering and size of the simple correlation coefficients in blue suggest strong relationships across all variables. They have the added quality of being relatively consistent year over year. Conversely, simple correlations using optimal scaled data (to reduce multicollinearity and potential spuriousness), and to a greater extent categorical regression using optimal scaled data, show greater differentiation in the relative importance of each variable. Even though the scaled correlations seem to show a select few variables that are both stable and high value, their bivariate nature makes it impossible to rule out spuriousness in such a multicollinear environment. While the scaled categorical regression handles the problem of spuriousness, the increased volatility in year over year comparisons renders its conclusion somewhat suspect. The results of the quantitative analysis create an important interpretive dilemma. On the one hand, the more advanced techniques offer a more effective method of identifying the most important factors contributing to account development. On the other, the inconsistency in the year over year results suggests that a more advanced model may be highly volatile and may not be accurately assessing the relative importance of each variable influencing customer loyalty. While such volatility could be a characteristic of the population, it is unlikely given that the accounts this study represents involve key client relationships where instability should be the exception.
  9. A careful comparison of the thematic structure that was created using text analytics, with previous attempts at analysis, demonstrate the more methodical and exhaustive approach offered by a text analytics platform. The identification of non-significant or redundant themes in the prior analysis was based on a theme having either few assigned comments or having few distinguishing characteristics with another theme.
  10. This slide is a graphical depiction of the redundancy and gaps in prior attempts at building a basic thematic structure, compared with the 65 nodes created by the text analytics methodology. The yellow cells represent themes from prior analysis, where redundancies are captured in the repeated yellow cells in columns to the right.
  11. With 65 nodes there is a need to synthesize the essential story for business leaders. The pyramid depicts the method whereby the more general themes are distilled and presented, followed by subsequent inclusion of more detail.
  12. While the rules incorporated in this example suggest inordinate complexity, the platform used in this case study makes building these rules relatively simple. The tool interface offers immediate feedback on work frequencies, different ways of interrogating word patterns and context, and offers drag and drop functionality, so that repetitive typing of chosen word groups is not required.
  13. Heat maps offer a simple method of simplifying the results of the text analytics. The dimensions of volume and sentiment can be easily organized into cells that suggest particular tactical or strategic considerations.
  14. View in slide show mode. This will enable the hyperlinks embedded in the heat map.
  15. Co-occurrences are instances where a statement includes more than one theme. This pattern indicates some fundamental relationship between the themes. The relationship can be as simple as concomitant “top of mind” or a more sophisticated interweaving of multiple themes that express together something more than what is possible with a single theme.The relevance of co-occurrences are critical to understanding broad concepts like value and quality. The extent to which a theme is intermingled indicates the complexity and richness of the concept and the role that it plays in the articulation of customer experience. Identifying the linkages between themes is instrumental for the formulation of effective messaging and positioning. Such linkages are the points of resonance that can amplify or reinforce the relationship between a product position and the way in which the audience experiences the problem or context in which that product is relevant. In this study, value is used in an exclusive or discrete manner. Conversely, quality is more inclusive and is often intermingled with themes that cross domains. For example, when value is coterminous with software or pricing there is minimal overlap with other themes. Even when there are overlaps, they seem enhance specificity. For consulting value the linkage is with offerings. For hardware value it is with servers. For contract value it is with “ease of doing business – flexibility and responsiveness”.Continue (1of2)
  16. Continued (2 of 2)Unlike the concept of value, quality plays a more holistic integrative role. Account management quality co-occurs with solution quality and service and technical support quality. Hardware and software quality demonstrates strong interconnectedness and additional connections with solution quality and support quality. The exceptions to this tendency towards quality inclusivity is where software quality shows co-occurrence with software improvement and where hardware quality co-occurs with servers.A marketing and positioning strategy can use these insights by building a word web and thematic bridges around its messaging or salestrack. The reporting environment within the text analytics platform makes such a task both feasible and effective. Drilling down into themes and examining the actual way in which participants articulate quality or value becomes a fecund environment for messaging content. Moreover, understanding the inclusivity or exclusivity of a concept is important when determining the most appropriate symbols to integrate into messaging content. For example, if quality is the primary focus of the message then broad inclusive symbols that encapsulate the corporate portfolio may be more effective than focusing on a single area. Conversely, focusing on value would be better served with crisp messages that target a particular product or service.
  17. The themes associated with text can be linked to structured data. In the following examples there are structured variables for which it is important to view specific heat maps for each category or for particular parts of a scaled response. The next two heat maps depict heat maps for participants in the study who responded at the extreme ends of a scale where the participant was asked how likely would they repurchase the products or services offered by the vendor.
  18. Placement in a cell is based on the rate of change from year one to year two.
  19. The themes associated with text can be linked to structured data. In the following examples there are structured variables for which it is important to view specific heat maps for each category or for particular parts of a scaled response.