1. R: A Story of automation
Ian Roberts

2. Topics Objective CSAT Process Issues Agile MR Why R
Omni-Channel Process
Future Developments

3. Objective - OmniChannel
Provide feedback on multiple touchpoints
Invite respondents in the most appropriate way
Allow respondents to complete in multiple modes
Automate and optimise the process

4. CSAT Survey Cleaned Coded Normalised Blocked by rules Quota blocking
De-Duplication
Extracted
Re-Coded
Ftp delivery

5. Issues All sample loaded to one survey, for all modes and touchpoints
All sample processed, even if not needed
Processing uses multiple software, manual steps and VBA code
No checks, notifications or alerts
Increasing complexity to meet client demands

6. Agile Market Research:
Sample as data-on-demand: Centralised, continuous
Step-by-step Fieldwork : Event driven
Learning and adjusting: Revise the ‘Why’

7. Production cycles learn and adapt continuously, including the ‘end goal’. Each phase is no longer than two weeks. Product development can be across several cycles, but reflection and learning is in-built and continuous.

8. Why R Open source, freely available Statistical plug-ins
Data processing capabilities
Easy to use and deploy

9. Deploying R
Just a few lines of code:

10. Omni Channel Process Central Processing in R Custom invitations
Multi-mode
Real time Monitoring
Continuous adjustment

11. Intake Process : R code Block current sample based on rules
Initiate reminders
Trigger import of sample file
Flag records for use
If download successful, clean, code, process, if NOT re-trigger download
Assign to multiple surveys, send invites

12. Survey Process : R code Load assigned sample
Feedback Quota, sample status and results to Repository

13. Export Process : R code Derive dataset Automating of delivery
Re-try delivery if failure

14. Future Developments: R code
Close the loop : feedback
Effectiveness analysis
Cost modelling
Detailed costing + optimising processes = increased competitiveness

15. R is the leading tool for statistics, data analysis, and machine learning.  It is more than a statistical package; it’s a programming language, so you can create your own objects, functions, and packages.
- Ulrich

16. Thank you for your attention!
Ian Roberts