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components
 
 
application management  

Components

Research Reporter- built by market researchers, for market researchers.

Research Reporter includes more than 200 pre-designed web-page components that can be selected, configured and sequenced to mirror your own research procedures.

Each component has been specified to address particular issues faced by enterprise research teams, to give you control over:

Project and document distribution and security
  Project management and workflow
  Resource management

Project document distribution and security
 
Research Reporter's restricted access library allows you to:
Set access restrictions on both projects and project documents
Give decision makers easy, intuitive access to research projects and documents
  Create and manage distribution lists to "push" project documents to select users
  Give stakeholders the ability to track the progress of their projects

Key components include..

Component

Purpose

Latest results
Gives decision makers direct access to most recent, or most important research documents, without the need to search
Documents can be added or deleted from latest results by the research team using simple drag and drop
Document search/ search results
Simple search allows users to search for documents based on simple word or phrase criteria
Advanced search allows users to further refine document searches based on pre-defined criteria
Search results are restricted to documents user is authorized to access
Project list/ project catalog
Catalog entries show all collated data for the project, including links to project documents
“Related projects” are linked to allow the user to retrace previous documents
List filtering allows projects to be grouped based on selected criteria (supplier, project type etc)
Project lists can be “pre-filtered”, allowing enterprises to have multiple libraries
Competitive intelligence
Competitive intelligence items can be entered via an internet enabled device, and classified based on pre-defined terms relevant to the enterprise
Authorized users can search and filter information from the competitive intelligence database
Web-site catalog
Web-site catalogs (links, site descriptions) can be created and managed by the research team, to give decision makers direct access to relevant marketing information
Document templates
Document template catalogs ensure only the most recent templates are used to specify research, appraise supplier performance, or capture how research findings have been utilized
Accessing specific templates can also be set through workflow procedures
New document release advice
Automatically send email notification of new research or new documents, based on pre-defined user lists, project stakeholders, or users authorized to access the project
New competitive intelligence advice
Automatically receive emailed notification of new competitive intelligence items based on interest areas
Project access levels
Set access rights for any project, and see who will then be able to access the project
Project team selection
Select people who can access projects while “in progress”

 

Project Management and Workflow

Research Reporter's project management and workflow modules improve research efficiency by automating project processes. Different processes can be set for different types of projects.

Examples of how Research Reporter project management and workflow components improve research efficiency include:

  Automatically change a project's status (eg from Agency Briefed to Project Commissioned) and email stakeholders to advise of status change
  Access templates and guidelines when needed (eg briefing document templates when initiating a project)
  Intuitively "publish" project documents to the library, and automatically update your project catalog and search engine

Key components include..

Component
Purpose
Project initiation
Allows users to start a new project
Optional ability to specify project type, which then determines all other activities to be completed for the project
Automatically creates new project catalog entry
Project manager allocation
Automatically select and advise person responsible for management of the project, based on initiator’s department, or the project type
Allow project manager to delegate project, and automatically advise project initiator of the person responsible for the project
Personal Work-in progress
Allow individual project stakeholders to see and select their current projects
Automatically align project tasks based on pre-defined rules for the selected project type
Proposal request
Request proposals from selected suppliers using pre-defined criteria
Use pre-formatted clauses to automatically build proposal requirements
Supplier selection
Select supplier for project, automatically communicate acceptance of proposal, and advise unsuccessful suppliers
Automatically update project catalog to show successful supplier
Allow selected supplier to access project and perform tasks based on pre-defined rules
Document publishing
Add documents to project library, automatically updating project catalog and indexing document to allow document search
Supplier appraisal
Conduct supplier appraisal using automated criteria
Incorporate appraisal data into both project and supplier records
Events calendar
Add and view events and project milestones using an on-line calendar, to manage and communicate key events and project progress
Allocate project keywords
Select project keywords to help group similar projects, or to advise interested stakeholders
Research tools and knowledge-base
Use a range of research tools (sample size, incidence calculators etc)
Access (and alter) an on-line market research text book, and dictionary of research terms to help educate internal clients

 

Resource management

Research Reporter gives you greater control over your suppliers, internal staff and total research and project budgets by giving you the ability to:

  Track project suppliers, their performance and capabilities, and reporting by supplier
  Automatically create supplier short listings for specific project types (e.g. excluding qualitative suppliers for quantitative projects)
  Automate proposal evaluation processes, to help select suppliers based on specific project criteria
  Provide structured post-project reviews, to help select suppliers based on previous performance
  Tracking internal staff work lists and project budget
  Set and report on annual research budgets, project budgets, actual payments and committed expenditure

Key components include..

Component
Purpose
Supplier reports
Allows users to see all details for supplier in one report, including all projects, performance appraisals, payments etc
Project manager reports
Allows users to manage project loads across available resources
Annual Budgets
Allows annual budgets for research to be built up and allocated across cost centers, anticipated projects etc
Project budgets
Allows project budgets to be set, and actual payments to be allocated against budgets
Budget reports
Allows multiple views of annual budgets, actual payments, and committed expenditure, broken down by pre-determined criteria

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