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You mention, that you can code and maintain yourself, and at the same time it sounds like your data can be dispersed across multiple sources. And you want to minimise license cost.
In my business we use R a lot for both analysis and reporting. It is free (open source), but you will have to build programs. But it will read any format, and also create output to any destination you want. So you could start off with a mix of R, Excel and pdf, just to get things going.
However, it could make sense for you to build a database already so you familiarise yourself with data warehouse thinking, since you want to expand with marketing automation. At that point you will need a database for monitoring response, sales etc. So it is important to build the right foundation as ealy as possible.
If you don't want to code, but want point-and-click, there is boatloads of software for that, but probably more license cost (unless you can find open source for that). So If I were you, I would start off with something smaller. After all, you want to focus on the value you create for the business and your colleagues, and the time you save, rather than a smooth IT-infrastructure for this.
I have lots of experience building reporting and analysis in the areas you mention, so if you want to discuss further, feel free to set up a call.
Good look with your development.
Best regards
Kenneth Wolstrup
Couple things.before we get into details.
1) I am not sure what you meant by A.I and G.A
2) The retention issue with your friend's company is not a TinyPulse issue. The questionnaire and derived KPI were not designed or derived .
I must put my Business Intelligence and Data Integration hat on !!
HR, Marketing and Sales - We are discussing the analytics for 3 distinct coporate function here using TinyPulse , G.A for marketing and HotJar.
It makes sense that the CEO (or CXO) should have a single view dashboard
For integration , all we need to access to data. HOTJAR Roadmap (http://docs.hotjar.com/v1.0/page/roadmap) show that they will have API access in future phases.
TinyPulse do not have API access but if there is a way to get the data (as export) this could work,
HOW TO INTEGRATE
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Use a cloud based Microsoft Power BI or Qlik (Cheap or almost free) and you can build pretty powerful online dasboards joining different data sources.
The 3 sources that you have mentions - Marketing (website UX and usage), HR and Sales are so independent to each other that I do not see any possibilities to mix and match data for information discovery. But yes, you can get a single view .
Just a tip - Next time when you choose a platform or product for your company, see how mature their API and integration is .
"SaaS without API endpoints is Car without a dashboard "
Feel free to call me if you need help building something. I believe you already have an awesome team.. Kudos !!!
Thanks
Nefin


I've been creating systems like this for 15 years now for a variety of clients.
I recommend Crystal Reports and a scheduling solution called Visual Cut by Millet Software.
With that combination you have the power to schedule reporting from any structured data source and create spreadsheets, auto-refreshing dashboards, alerts, etc. You can also apply it to your CRM to use for marketing via email, tweets or SMS.
Check them both out, the cost is very low and you then have a powerful tool set that is completely in your control. IF you'd like any help or detailed advice on this I'd be happy to schedule a call.
Related Questions
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Can somebody point me towards some failed marketing analytics startups?
You should try posting this on HARO http://www.helpareporter.com
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How can I aggregate data from online sources about a specific topic?
There are so many ways to do it... Do you need this data for yourself, or you are planning to make a product around it? From what I see you can use Twitter API and Facebook Graph API (Are you comfortable programming?) Most of the students are active on social media so you will find lots of data. Facebook graph API will give you a number of likes and comments to all the posts of you competitors. You can analyze all the posts of your competitors. Using Twitter API you can get all the twits that use certain hashtags or mentions. If you are not into coding, but still want to get social media information, you can take a look at tools like IBM Watson ANalytics ($30 for personal use), it natively connects to Twitter API, and you don't have to be a programmer at all. It is intuitive and easy to learn. Analytics Canvas connects to Facebook Graph API (it's free for 30 days of trial). Unfortunately, you would not be able to collect any personal information from social media at large scale (age, income, gender, etc.), because it violates all the laws about privacy on the Internet. You can use census data instead. Google Sheets are a very handy tool if you are planning to use this information for personal research. You can set up a spreadsheet and add some Java script to make it collect all information from competitor's blogs, and also sites like Reddit. Finally, you can try web scraping (it's not the best, but can speed up the process). A tool like OutWitHub will collect information from websites (such as website reviews) based on the structure you provide (select html tags). You can collect thousands of reviews in one day if you automate it (paid version). Very easy to use. Note: not all the websites are open to this method, review their policies to make sure you are not violating their terms of service. Reviews belong to the website where they were published. If you REALLY need personal data (like how much they earn and how much they spend, etc.), just print out 100 questionnaires and go to Student Union Building of Dalhousie University. Most of the students will share any personal data in exchange for a Tim Horton's gift card that gets them a free coffee. It is probably the least technical and fastest way to get all the data you need. Hope this helps.
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How much time do you spend on google (or other search engine) when you are searching informations on a specific topic ?
As a tech marketer - I am always looking for the fastest, cheapest yet reliable research in order to create competitive intelligence internal documents, stats for blog posts, etc. Some people live by the "if it isn't on the first page, it doesn't matter" when it comes to leveraging search engines as a research tool. However, often when we are looking for value, we have to realize that anything REALLY worthwhile these days from a content perspective is typically gated behind a web form, or nestled inside a blog post. So, expect to spend a few hours in order to get through all the form gates, and also make sure you're using as specific and direct search terms as possible - then getting more generic if results are not ideal. Some other tips: -Have a few "burner" email addresses setup with gmail or hotmail, etc. - these allow you to get content when filling out forms to get White Papers, Reports, Case Studies, etc. without your primary inbox getting stuffed with marketing emails. -In the form fill process, if available put "student" or "researcher" as typically sales reps pass by these "leads" when the form gets dumped into the CRM queue. -Don't forget specialty search sites and tools like Wolfram Alpha for more "numbers" derived searches. -Also, like your question here - always seek the wisdom of crowds in addition to machine learning algorithms! Hope this is helpful! Search on!
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What are the best traits to look for in a data scientist/data analyst?
First off, I have several people I could introduce. I'd also like to know the industry you're operating in, what the data looks like, where it comes from, and how much it needs to be cleaned up if putting into a relational database, or if the better solution would be a distributed file system like MongoDB where you don't necessarily need to normalize the data. Also, if you're a startup, or if the company is well established with many existing customers and if this is for a new initiative. Assuming you're working with a relational database, which it sounds like you are, you will want to implement something like Tableau or build out a custom dashboard using Google Charts, HighCharts, D3Js, or any number of other potential dashboarding/visualization solutions, which usually involves some programming/scripting in JavaScript. There are paid solutions like Tableau (which is amazingly powerful), and then there are free/open source options. I'd be happy to talk about possible ways to architect the solution, and discover who you would need once I understand the variables more. If you're building a web application, then you will likely need someone who is also a full stack developer, meaning they can handle building the back end and the front end in addition to the data requirements. Many early startups choose Ruby on Rails (because there is a ton of open source code out there for it) with Twitter Bootstrap (modified) and in order to visualize the data, they will need to work with JavaScript. It makes sense to have this person act as initial product and to derive the insights out of the data. They're pretty much the only person who can do this anyways, because they're the ones on the data. If you're in an early stage startup, I would recommend the strongest business owner (usually the early stage startup's CEO) be directly involved with this person on communicating what value your solution brings to clients, and what they pay you for, and in brainstorming on potential features and reports. Once the solution becomes established, and many customers start using it directly, there should be a different product person interfacing to those customers over time, gathering feature requests from customers and bringing it back to the Data Scientist/Analyst who spends their time working on the data. Depending on whether the solutions are SQL or NoSQL or hybrid, there are different types of Data Science professionals you should consider: 1. Data Scientist 2. Data Engineer 3. Data Modeler/Analyst 1. The Data Scientist handles experimenting with the data, and is able to prove statistically significant events and statistically valid arguments. Normally, this person would have modeling skills with Matlab, R, or perhaps SAS, and they should also have some programming/scripting skills with C++ or Python. It really depends on your whole environment and the flow of data. In my experience, Data Scientists that exclusively use SAS are sometimes extremely skilled PhD level statisticians and focused exclusively on the accuracy of the models (which is okay), but often not sufficiently skilled to fit within an early startup's big data environment in today's world and handle all of the responsibilities you'd like them to handle described in your question. I'm am not bad mouthing SAS people as they are often the MOST talented mathematicians and I have a great deal of respect for their minds, but if they do not have the programming skills, they become isolated within a group without a Data Engineer helping them along. Often a SAS user trying to fit into this environment will force you to use a stack of technologies that a skilled Data Architect would not recommend using. It takes programming in some object oriented language to fit into today's big data environments, and the better Data Scientists are using hybrid functional and OOP programming languages like Scala. Extremely hard to find Data Scientist can also work with graph databases like Neo4j, Titan, or Apache Giraph. 2. The Data Engineer, if you're dealing with a firehose of data like Twitter and capturing it into a NoSQL architecture, this is the person who would prepare the data for the Data Scientist to analyze. They often are capable of using machine learning libraries like WEKA to transform data, or techniques like MapReduce on Hadoop. 3. The Data Modeler/Analyst is someone who can use a tool like SAS, SPSS, Matlab, or even R, probably a very strong advanced Excel user, but likely won't be a strong programmer, although perhaps they will have a computer science degree and have some academic programming experience. The most important thing to watch out for is someone who is too academic, and has not been proven to deliver a solution in the real world. This will really screw you up if you're a startup, and could be the reason you fail. Often, the startup will run out of money due to the time it takes to deliver a complete solution or in the startup's case, a minimally viable product. Ask for examples of their work, and specifically dig into what it is that they did for that solution. I've tried to cover a pretty broad range of possibilities here, but it's best to talk in specifics. I'd be happy to discuss this with you in detail. To answer your question, is it perfectly reasonable for someone to handle all of the responsibilities described in your question, if you find the right type of person with the appropriate skills, and a history of success.
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How can I use my cohort analysis by revenue to determine if I'm spending too much or too little in advertising?
You'll find that looking at top line revenue alone won't provide much value to you if you are asking the question "Is my advertising spend worth it?" Typically, in advertising I want to know the Lifetime Value of the customer or the Average Revenue Per User (ARPU). Then, it boils down to : If I spend $100 to acquire this new customer and he spends $150 over the lifetime of his paid relationship with me then, yes--- my ad spend is worth it. On the other hand: I could spend 10K this month in ads. I could sign up 20K in users/customers/top line revenue. But my data will tell me I spent MORE per customer/user than they are actually worth over the average lifetime. So that's what usually answers the "Is it worth it" question in any advertising scenario. 1. How much to acquire the user? 2. How much does the user spend over the avg lifetime? If it doesn't make sense, it's not worth it, regardless of what your top line revenue tells you. You might find this blog post on cohort analysts valuable as it goes into more detail. (I have no affiliation.) https://apsalar.com/blog/2012/01/how-to-use-cohort-analysis-to-improve-revenue/