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Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Finding	
  and	
  
Communica-ng	
  the	
  Story	
  
Lesson	
  4	
  of	
  6	
  
Working	
  with	
  Complex	
  Data	
  Streams	
  
Ray	
  Poynter	
  
	
  
	
  
July	
  2016	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Series	
  Schedule	
  
•  An	
  Introduc5on	
  and	
  Overview	
  -­‐	
  Feb	
  23	
  	
  
•  Working	
  with	
  Qualita5ve	
  Informa5on	
  –	
  Apr	
  5	
  	
  
•  Working	
  with	
  Quan5ta5ve	
  Informa5on	
  	
  -­‐	
  May	
  26	
  	
  
•  Working	
  with	
  mul-ple	
  streams	
  &	
  big	
  data	
  -­‐	
  July	
  5	
  	
  
•  U5lizing	
  visualiza5on	
  –	
  Sep	
  13	
  	
  
•  Presen5ng	
  the	
  story	
  -­‐	
  Nov	
  8	
  	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Agenda	
  
•  Brief	
  recap	
  
•  Complex	
  data	
  and	
  its	
  implica5ons	
  
•  Example	
  from	
  measuring	
  social	
  media	
  
•  Working	
  with	
  big	
  and	
  complex	
  data	
  
•  Strategies	
  for	
  finding	
  the	
  story	
  in	
  the	
  data	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
The	
  Frameworks	
  Approach	
  
1.  Define	
  and	
  frame	
  the	
  problem	
  
–  A	
  problem	
  fully	
  defined	
  is	
  a	
  problem	
  half	
  solved	
  
2.  Establish	
  what	
  is	
  already	
  known	
  
–  Find	
  out	
  what	
  is	
  believed	
  and	
  what	
  the	
  expecta5ons	
  are	
  
3.  Organise	
  the	
  data	
  to	
  be	
  analysed	
  
–  Systema5c	
  checking	
  and	
  structural	
  procedures	
  
4.  Apply	
  systema5c	
  analysis	
  processes	
  
5.  Extract	
  and	
  create	
  the	
  story	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Tradi-onal	
  MR	
  Data	
  
ID	
   Q1	
   Q2	
   Q3	
   Q4	
  
R1	
   1	
   2.5	
   01101	
   Fast	
  	
  
R2	
   1	
   3.5	
   11000	
   Green	
  
R3	
   2	
   2.4	
   01110	
   Thursday	
  nights	
  
R4	
   2	
   1.8	
   11011	
   Some5mes	
  
R5	
   1	
   4.1	
   00001	
   In	
  the	
  net	
  
Qualita-ve	
  
Bricolage	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Assembling	
  the	
  Evidence	
  
•  Granularity?	
  
•  Addi5ve,	
  complementary,	
  duplica5on?	
  
•  What	
  is	
  being	
  missed?	
  
•  Lags	
  in	
  availability?	
  
•  Normalising?	
  
•  Comparators?	
  
•  Create	
  a	
  model	
  of	
  the	
  interac5ons	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Examples	
  of	
  Data	
  Streams	
  
•  Tracking	
  data	
  from	
  tradi5onal	
  
surveys	
  
•  Passive	
  behavioural	
  tracking	
  
•  Google	
  Consumer	
  Surveys	
  
•  Social	
  Media	
  analy5cs	
  
•  Google	
  analy5cs	
  
•  Web	
  analy5cs	
  
•  Biometrics	
  
•  News	
  	
  
•  Professional	
  reviews	
  
•  Mystery	
  shopping	
  
•  Leers,	
  calls,	
  emails	
  from	
  
customers	
  
•  Transac5onal	
  data	
  
•  3rd	
  party	
  sources	
  
•  	
  Enterprise	
  feedback	
  systems	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Characteris-cs	
  of	
  Data	
  Streams	
  
•  Timelines	
  –	
  e.g.	
  monthly,	
  weekly,	
  daily,	
  con5nuous	
  
•  Coverage	
  –	
  who	
  is	
  represented,	
  who	
  is	
  missed?	
  
•  Richness	
  –	
  single	
  number,	
  range	
  of	
  measures,	
  
quotes?	
  
•  Veracity	
  –	
  e.g.	
  honesty,	
  accuracy,	
  persistence	
  
•  Depth	
  –	
  one	
  measure	
  per	
  person	
  or	
  many	
  
measures?	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Nate	
  Silver	
  &	
  FiveThirtyEight	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Nate	
  Silver	
  and	
  Elec-on	
  Predic-ons	
  
•  Polling	
  data	
  
–  Inclusive	
  approach	
  
•  Weigh5ng	
  
–  Recency	
  
–  Sample	
  size	
  
–  Pollster	
  ra5ng	
  
–  House	
  effects	
  
–  Likely	
  voter	
  adjustment	
  
•  Trend	
  line	
  adjustment	
  
•  Congressional	
  approval	
  
•  Fundraising	
  totals	
  
•  Highest	
  elected	
  office	
  held	
  
•  Margin	
  of	
  win	
  in	
  most	
  
recent	
  race	
  
•  Ideology	
  and	
  State	
  leaning	
  
Screenshot,	
  25	
  Feb,	
  2016	
  
NBA	
  
Basketball	
  
Screenshot	
  
25	
  Feb,	
  2016	
  
Oscars	
  –	
  Best	
  Actor	
  
Screenshot,	
  25	
  Feb,	
  2016	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Evalua-ng	
  SM	
  Campaigns	
  
The	
  POEM	
  Framework	
  
Owned	
  Media	
  
From	
  #IPASocialWorks	
  
The	
  Interac-ons	
  in	
  POEM	
  
From	
  #IPASocialWorks	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Key	
  Challenges	
  
•  The	
  counter-­‐factual	
  –	
  what	
  would	
  have	
  
happened	
  anyway	
  
•  Influence,	
  how	
  to	
  measure	
  it,	
  does	
  it	
  exist?	
  
•  Homophily	
  –	
  birds	
  of	
  a	
  feather	
  flock	
  
together	
  
•  Short	
  and	
  Long-­‐term	
  effects	
  
•  Causa5on	
  and	
  Correla5on	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Influence	
  and	
  Homophily	
  
Type	
  of	
  
Market	
  
Influence	
  	
  
Target	
  
influencers	
  
Homphily	
  
Target	
  people	
  
like	
  buyers	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Short	
  and	
  Long-­‐term	
  Effects	
  
•  Social	
  is	
  very	
  good	
  at	
  measuring	
  short-­‐term	
  effects	
  
•  The	
  micro-­‐objec5ves	
  are	
  oeen	
  ac5va5on	
  events:	
  
–  Downloads,	
  registra5ons,	
  plays,	
  trial,	
  purchase	
  etc.	
  
•  But,	
  long-­‐term	
  effects	
  are	
  oeen	
  more	
  important	
  to	
  
brand	
  value	
  and	
  price	
  elas5city	
  
•  Without	
  short-­‐term	
  effects	
  there	
  is	
  usually	
  no	
  long-­‐
term	
  
–  But	
  long-­‐term	
  effects	
  are	
  not	
  just	
  the	
  sum	
  of	
  the	
  short-­‐
term	
  effects	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Evalua-on	
  Methods	
  &	
  Approaches	
  
From	
  #IPASocialWorks	
  
From	
  #IPASocialWorks	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
What	
  is	
  the	
  impact	
  of	
  social?	
  
Region	
  A	
  
– T1	
  sales	
  =	
  100	
  
– T2,	
  TV,	
  sales	
  =	
  110	
  
– T3,	
  TV	
  &	
  Twier,	
  sales	
  =	
  130	
  
Region	
  B	
  
– T1,	
  sales	
  100	
  
– T2,	
  Twier,	
  sales	
  =	
  110	
  
– T3,	
  TV	
  &	
  Twiers,	
  sales	
  =	
  130	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Lessons	
  from	
  Measuring	
  Social	
  
1.  Plan	
  in	
  advance,	
  define	
  objec5ves,	
  bake	
  
measurement	
  into	
  the	
  campaign	
  
2.  Focus	
  on	
  a	
  core	
  set	
  of	
  relevant	
  metrics	
  
3.  Try	
  to	
  include	
  experiments	
  /	
  experimental	
  
design	
  
4.  Have	
  access	
  to	
  advanced	
  analy5cs	
  –	
  but	
  be	
  
pragma5c	
  
IBM’s	
  four	
  Vs	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
What	
  is	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  ?	
  
Instruc5on	
  
Results	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Target	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Big	
  Data	
  Success	
  
•  Nejlix,	
  what	
  sort	
  of	
  new	
  produc5ons	
  should	
  
work	
  –	
  House	
  of	
  Cards	
  
•  UPS	
  –	
  how	
  can	
  we	
  op5mize	
  routes	
  
•  eBay	
  –	
  how	
  to	
  iden5fy	
  fraudulent	
  behaviour	
  
•  WeatherSignal	
  –	
  use	
  data	
  from	
  smartphones	
  
to	
  create	
  localised	
  weather	
  maps	
  
•  Stockholmståg	
  Trains	
  –	
  what	
  events	
  predict	
  
delays	
  in	
  the	
  next	
  2	
  hours	
  
Check	
  out	
  Annie	
  Pelt’s	
  NewMR	
  webinar	
  	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Working	
  with	
  Big	
  Data	
  
Most	
  successes	
  come	
  from	
  having	
  a	
  precise	
  
and	
  narrow	
  ques5on:	
  
•  What	
  paerns	
  indicate	
  fraudulent	
  ac5vity?	
  
•  What	
  events	
  predict	
  churn?	
  
•  Which	
  customers	
  are	
  pregnant?	
  
•  How	
  many	
  types	
  of	
  customers	
  do	
  we	
  have?	
  
–  What	
  best	
  predicts	
  membership	
  of	
  a	
  segment?	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Correla-on	
  and	
  Causa-on	
  
1.  Correla5on	
  predicts	
  the	
  past	
  
–  Which	
  is	
  some5mes	
  enough	
  
–  Especially	
  when	
  the	
  past	
  repeats	
  itself	
  
2.  Causa5on	
  is	
  needed	
  to	
  predict	
  new	
  futures	
  
–  But	
  causa5on	
  is	
  hard	
  to	
  establish	
  in	
  the	
  real	
  
world	
  
3.  Experiments	
  are	
  key	
  to	
  establishing	
  
causa5on	
  
–  Market	
  research	
  can	
  help	
  
Correla-on	
  Annual	
  Chocolate	
  Consump-on	
  &	
  Nobel	
  
Prizes	
  per	
  10	
  Million	
  of	
  Popula-on	
  
New	
  England	
  Journal	
  of	
  Medicine.	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Iden-fy	
  the	
  Counterfactual	
  
•  What	
  would	
  have	
  happened	
  without	
  the	
  
campaign/ac5vity?	
  
•  Projec5ons/forecasts	
  
•  Year-­‐on-­‐year	
  figures	
  
•  A/B	
  tests	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Make	
  Predic-ons	
  
Post	
  hoc	
  reasoning	
  when	
  supported	
  by	
  
masses	
  of	
  data	
  can	
  support	
  the	
  crea5on	
  of	
  
almost	
  any	
  point	
  of	
  view	
  
Genera5ng	
  predic5ons	
  before	
  the	
  campaign	
  
– As	
  well	
  as	
  targets	
  
– Provides	
  a	
  framework	
  for	
  finding	
  out	
  why	
  the	
  
predic5ons	
  were	
  wrong	
  (and	
  they	
  usually	
  are).	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Using	
  Triangula-on	
  
Triangula5on	
  means	
  using	
  mul5ple	
  sources	
  to	
  
see	
  if	
  they	
  point	
  the	
  same	
  way	
  
–  Helps	
  validate	
  findings	
  
–  Helps	
  avoid	
  embarrassing	
  mistakes	
  
Predic5on	
  can	
  be	
  used	
  with	
  triangula5on	
  to	
  avoid	
  
simply	
  describing	
  paerns	
  
–  For	
  example,	
  “If	
  this	
  finding	
  about	
  a	
  decline	
  in	
  
sa3sfac3on	
  is	
  true	
  we	
  expect	
  churn	
  to	
  increase	
  over	
  
the	
  next	
  three	
  months.”	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Use	
  Benchmarks	
  
Few	
  metrics	
  have	
  absolute	
  meaning	
  
–  And	
  the	
  relevance	
  of	
  1	
  million	
  views	
  or	
  shares	
  
changes	
  over	
  5me	
  
So,	
  benchmarks	
  are	
  essen5al	
  
–  Within	
  brand	
  benchmark	
  
–  Within	
  plajorm	
  benchmark	
  
–  Within	
  ver5cal	
  benchmark	
  
–  Within	
  target	
  group	
  benchmark	
  
Benchmarks	
  highlight	
  the	
  need	
  to	
  make	
  comparisons.	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Organising	
  Complex	
  Data	
  
•  Define	
  the	
  problem	
  
–  What	
  success	
  looks	
  like,	
  a	
  5ghtly	
  defined	
  ques5on,	
  ac5ons	
  you	
  
wish	
  to	
  take	
  
•  Assess	
  the	
  characteris5cs	
  of	
  the	
  data	
  streams	
  
–  Veracity,	
  Granularity,	
  What’s	
  missing,	
  Overlaps	
  etc	
  
•  Filter,	
  clean	
  and	
  transform	
  the	
  data	
  
•  Find	
  the	
  answer	
  
–  Find	
  the	
  main	
  story	
  first	
  and	
  then	
  the	
  relevant	
  excep5ons	
  and	
  details	
  
–  Simplify	
  models	
  as	
  much	
  as	
  possible,	
  but	
  no	
  further	
  (borrowing	
  from	
  Einstein)	
  
–  Use	
  comparators	
  to	
  help	
  communicate	
  the	
  answers	
  
–  Create	
  a	
  compelling	
  story	
  –	
  without	
  focusing	
  on	
  the	
  process	
  or	
  numbers	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Normalizing	
  by	
  
Growth	
  Pa`erns	
  
Forbes:	
  hp://bit.ly/NewMR_208	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Normalizing	
  by	
  ‘Share	
  of’	
  
•  Google	
  Trends	
  –	
  internet	
  use	
  is	
  growing,	
  Google	
  use	
  is	
  growing,	
  
measures	
  must	
  be	
  normalized	
  to	
  be	
  compared.	
  
•  Process	
  
–  Collect	
  the	
  search	
  terms	
  and	
  count	
  men5ons	
  per	
  day	
  for	
  each	
  term	
  
–  Express	
  them	
  as	
  percentages	
  of	
  all	
  searches	
  on	
  the	
  same	
  day	
  
–  Find	
  the	
  biggest	
  number	
  for	
  the	
  search	
  terms	
  and	
  set	
  this	
  to	
  100	
  (or	
  
100%)	
  
–  Scale	
  all	
  of	
  the	
  other	
  items	
  by	
  the	
  same	
  factor	
  
•  Note	
  the	
  only	
  meaning	
  the	
  numbers	
  have	
  is	
  in	
  the	
  context	
  of	
  the	
  
set	
  of	
  items	
  being	
  measured	
  and	
  the	
  5me	
  frame	
  chosen.	
  
Google	
  Trends	
  
Normalising	
  by	
  Share	
  of	
  …	
  
Zika,	
  Worldwide,	
  last	
  90	
  days	
  
Comparators	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Normalizing	
  by	
  Coding	
  
•  Sen5ment	
  analysis,	
  open-­‐ended	
  comments	
  
converted	
  to	
  Posi5ve,	
  Nega5ve	
  and	
  Neutral	
  
•  Digi5zing	
  from	
  analogue	
  to	
  binary	
  
•  Alloca5ng	
  to	
  segments	
  
•  Scoring	
  different	
  elements	
  
– (think	
  America	
  Football,	
  different	
  points	
  for	
  
different	
  events,	
  leading	
  to	
  points	
  in	
  a	
  league)	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Ben	
  Wellington,	
  TEDx,	
  How	
  we	
  found	
  the	
  worst	
  place	
  to	
  park	
  
in	
  New	
  York	
  City	
  —	
  using	
  big	
  data	
  	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Use	
  the	
  Business	
  Ques-on	
  as	
  a	
  Lens	
  
The	
  same	
  data	
  will	
  deliver	
  different	
  stories,	
  based	
  
on	
  different	
  business	
  ques5ons	
  
This	
  is	
  one	
  of	
  the	
  reasons	
  that	
  industry	
  reports	
  have	
  
a	
  less	
  focused	
  story	
  
–  They	
  have	
  many	
  readers,	
  with	
  different	
  needs	
  and	
  
ques5ons	
  
The	
  business	
  ques5on	
  defines	
  what	
  is	
  in,	
  what	
  is	
  
out,	
  and	
  where	
  the	
  magnifica5on	
  should	
  be	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Find	
  the	
  Relevant	
  Detail	
  
Once	
  you	
  have	
  the	
  total	
  story:	
  
– Are	
  there	
  people	
  who	
  have	
  a	
  different	
  story	
  
(different	
  from	
  the	
  main	
  story)?	
  
•  Who	
  are	
  these	
  people?	
  
•  What	
  is	
  their	
  story?	
  
•  Where	
  are	
  the	
  differences?	
  
•  Why	
  are	
  they	
  different?	
  
•  When	
  do	
  these	
  differences	
  maer,	
  come	
  into	
  play?	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Different	
  Perspec-ves	
  
ASK:	
  
The	
  alterna3ve	
  
explana3ons	
  for	
  this	
  
data	
  are?	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Findings	
  Need	
  a	
  Comparator	
  
RFID	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Bad	
  news	
  for	
  men	
  in	
  Eastern	
  Europe	
  
Eurostat	
  -­‐	
  hp://goo.gl/r2q526	
  
Amenable	
  Deaths	
  Per	
  100000	
  of	
  popula5on	
  -­‐	
  2012	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
The	
  Big	
  Picture	
  
•  Start	
  with	
  a	
  well	
  defined	
  ques5on	
  
•  Assess	
  the	
  data	
  streams	
  
–  Who	
  /	
  what	
  is	
  covered,	
  lags,	
  duplica5on,	
  veracity	
  etc	
  
•  Bake	
  measurement	
  in	
  from	
  the	
  start	
  –	
  when	
  possible	
  
–  Make	
  specific	
  predic5ons	
  
•  Transform,	
  filter,	
  clean	
  the	
  data	
  
•  Find	
  the	
  main	
  story	
  
–  Considering	
  correla5on,	
  causa5on,	
  comparators	
  and	
  alterna5ve	
  models	
  
(e.g.	
  influence	
  and	
  homophily)	
  
•  Find	
  the	
  relevant	
  excep5ons	
  to	
  the	
  main	
  story	
  
–  Who,	
  what,	
  why,	
  when	
  &	
  where	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Thank	
  You!	
  
	
  
	
  
Follow	
  me	
  on	
  Twi`er	
  @RayPoynter	
  
	
  
Or	
  sign-­‐up	
  to	
  receive	
  our	
  weekly	
  mailing	
  at	
  	
  
h`p://NewMR.org	
  	
  	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Schedule	
  
•  An	
  Introduc5on	
  and	
  Overview	
  -­‐	
  Feb	
  23	
  	
  
•  Working	
  with	
  Qualita5ve	
  Informa5on	
  –	
  Apr	
  5	
  	
  
•  Working	
  with	
  Quan5ta5ve	
  Informa5on	
  	
  -­‐	
  May	
  26	
  	
  
•  Working	
  with	
  mul5ple	
  streams	
  &	
  big	
  data	
  -­‐	
  July	
  5	
  	
  
•  U-lizing	
  visualiza-on	
  –	
  Sep	
  13	
  	
  
•  Presen5ng	
  the	
  story	
  -­‐	
  Nov	
  8	
  	
  
Finding	
  and	
  Communica-ng	
  the	
  Story	
  –	
  Lesson	
  4	
  of	
  6	
  –	
  Complex	
  Data	
  
Ray	
  Poynter,	
  2016	
  
Q	
  &	
  A	
  
Ray	
  Poynter	
  
The	
  Future	
  Place	
  

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Finding and communcating the story in complex data streams - Lesson 4 of 6

  • 1. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Finding  and   Communica-ng  the  Story   Lesson  4  of  6   Working  with  Complex  Data  Streams   Ray  Poynter       July  2016  
  • 2. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Series  Schedule   •  An  Introduc5on  and  Overview  -­‐  Feb  23     •  Working  with  Qualita5ve  Informa5on  –  Apr  5     •  Working  with  Quan5ta5ve  Informa5on    -­‐  May  26     •  Working  with  mul-ple  streams  &  big  data  -­‐  July  5     •  U5lizing  visualiza5on  –  Sep  13     •  Presen5ng  the  story  -­‐  Nov  8    
  • 3. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Agenda   •  Brief  recap   •  Complex  data  and  its  implica5ons   •  Example  from  measuring  social  media   •  Working  with  big  and  complex  data   •  Strategies  for  finding  the  story  in  the  data  
  • 4. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   The  Frameworks  Approach   1.  Define  and  frame  the  problem   –  A  problem  fully  defined  is  a  problem  half  solved   2.  Establish  what  is  already  known   –  Find  out  what  is  believed  and  what  the  expecta5ons  are   3.  Organise  the  data  to  be  analysed   –  Systema5c  checking  and  structural  procedures   4.  Apply  systema5c  analysis  processes   5.  Extract  and  create  the  story  
  • 5. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Tradi-onal  MR  Data   ID   Q1   Q2   Q3   Q4   R1   1   2.5   01101   Fast     R2   1   3.5   11000   Green   R3   2   2.4   01110   Thursday  nights   R4   2   1.8   11011   Some5mes   R5   1   4.1   00001   In  the  net   Qualita-ve   Bricolage  
  • 6. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016  
  • 7. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Assembling  the  Evidence   •  Granularity?   •  Addi5ve,  complementary,  duplica5on?   •  What  is  being  missed?   •  Lags  in  availability?   •  Normalising?   •  Comparators?   •  Create  a  model  of  the  interac5ons  
  • 8. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Examples  of  Data  Streams   •  Tracking  data  from  tradi5onal   surveys   •  Passive  behavioural  tracking   •  Google  Consumer  Surveys   •  Social  Media  analy5cs   •  Google  analy5cs   •  Web  analy5cs   •  Biometrics   •  News     •  Professional  reviews   •  Mystery  shopping   •  Leers,  calls,  emails  from   customers   •  Transac5onal  data   •  3rd  party  sources   •   Enterprise  feedback  systems  
  • 9. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Characteris-cs  of  Data  Streams   •  Timelines  –  e.g.  monthly,  weekly,  daily,  con5nuous   •  Coverage  –  who  is  represented,  who  is  missed?   •  Richness  –  single  number,  range  of  measures,   quotes?   •  Veracity  –  e.g.  honesty,  accuracy,  persistence   •  Depth  –  one  measure  per  person  or  many   measures?  
  • 10. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Nate  Silver  &  FiveThirtyEight  
  • 11. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Nate  Silver  and  Elec-on  Predic-ons   •  Polling  data   –  Inclusive  approach   •  Weigh5ng   –  Recency   –  Sample  size   –  Pollster  ra5ng   –  House  effects   –  Likely  voter  adjustment   •  Trend  line  adjustment   •  Congressional  approval   •  Fundraising  totals   •  Highest  elected  office  held   •  Margin  of  win  in  most   recent  race   •  Ideology  and  State  leaning  
  • 13. NBA   Basketball   Screenshot   25  Feb,  2016  
  • 14. Oscars  –  Best  Actor   Screenshot,  25  Feb,  2016  
  • 15. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Evalua-ng  SM  Campaigns  
  • 16. The  POEM  Framework   Owned  Media   From  #IPASocialWorks  
  • 17. The  Interac-ons  in  POEM   From  #IPASocialWorks  
  • 18. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Key  Challenges   •  The  counter-­‐factual  –  what  would  have   happened  anyway   •  Influence,  how  to  measure  it,  does  it  exist?   •  Homophily  –  birds  of  a  feather  flock   together   •  Short  and  Long-­‐term  effects   •  Causa5on  and  Correla5on  
  • 19. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Influence  and  Homophily   Type  of   Market   Influence     Target   influencers   Homphily   Target  people   like  buyers  
  • 20. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Short  and  Long-­‐term  Effects   •  Social  is  very  good  at  measuring  short-­‐term  effects   •  The  micro-­‐objec5ves  are  oeen  ac5va5on  events:   –  Downloads,  registra5ons,  plays,  trial,  purchase  etc.   •  But,  long-­‐term  effects  are  oeen  more  important  to   brand  value  and  price  elas5city   •  Without  short-­‐term  effects  there  is  usually  no  long-­‐ term   –  But  long-­‐term  effects  are  not  just  the  sum  of  the  short-­‐ term  effects  
  • 21. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Evalua-on  Methods  &  Approaches   From  #IPASocialWorks  
  • 23. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   What  is  the  impact  of  social?   Region  A   – T1  sales  =  100   – T2,  TV,  sales  =  110   – T3,  TV  &  Twier,  sales  =  130   Region  B   – T1,  sales  100   – T2,  Twier,  sales  =  110   – T3,  TV  &  Twiers,  sales  =  130  
  • 24. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Lessons  from  Measuring  Social   1.  Plan  in  advance,  define  objec5ves,  bake   measurement  into  the  campaign   2.  Focus  on  a  core  set  of  relevant  metrics   3.  Try  to  include  experiments  /  experimental   design   4.  Have  access  to  advanced  analy5cs  –  but  be   pragma5c  
  • 26. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   What  is                                                                                ?   Instruc5on   Results  
  • 27. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Target  
  • 28. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Big  Data  Success   •  Nejlix,  what  sort  of  new  produc5ons  should   work  –  House  of  Cards   •  UPS  –  how  can  we  op5mize  routes   •  eBay  –  how  to  iden5fy  fraudulent  behaviour   •  WeatherSignal  –  use  data  from  smartphones   to  create  localised  weather  maps   •  Stockholmståg  Trains  –  what  events  predict   delays  in  the  next  2  hours   Check  out  Annie  Pelt’s  NewMR  webinar    
  • 29. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Working  with  Big  Data   Most  successes  come  from  having  a  precise   and  narrow  ques5on:   •  What  paerns  indicate  fraudulent  ac5vity?   •  What  events  predict  churn?   •  Which  customers  are  pregnant?   •  How  many  types  of  customers  do  we  have?   –  What  best  predicts  membership  of  a  segment?  
  • 30. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Correla-on  and  Causa-on   1.  Correla5on  predicts  the  past   –  Which  is  some5mes  enough   –  Especially  when  the  past  repeats  itself   2.  Causa5on  is  needed  to  predict  new  futures   –  But  causa5on  is  hard  to  establish  in  the  real   world   3.  Experiments  are  key  to  establishing   causa5on   –  Market  research  can  help  
  • 31. Correla-on  Annual  Chocolate  Consump-on  &  Nobel   Prizes  per  10  Million  of  Popula-on   New  England  Journal  of  Medicine.  
  • 32. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Iden-fy  the  Counterfactual   •  What  would  have  happened  without  the   campaign/ac5vity?   •  Projec5ons/forecasts   •  Year-­‐on-­‐year  figures   •  A/B  tests  
  • 33. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Make  Predic-ons   Post  hoc  reasoning  when  supported  by   masses  of  data  can  support  the  crea5on  of   almost  any  point  of  view   Genera5ng  predic5ons  before  the  campaign   – As  well  as  targets   – Provides  a  framework  for  finding  out  why  the   predic5ons  were  wrong  (and  they  usually  are).  
  • 34. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Using  Triangula-on   Triangula5on  means  using  mul5ple  sources  to   see  if  they  point  the  same  way   –  Helps  validate  findings   –  Helps  avoid  embarrassing  mistakes   Predic5on  can  be  used  with  triangula5on  to  avoid   simply  describing  paerns   –  For  example,  “If  this  finding  about  a  decline  in   sa3sfac3on  is  true  we  expect  churn  to  increase  over   the  next  three  months.”  
  • 35. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Use  Benchmarks   Few  metrics  have  absolute  meaning   –  And  the  relevance  of  1  million  views  or  shares   changes  over  5me   So,  benchmarks  are  essen5al   –  Within  brand  benchmark   –  Within  plajorm  benchmark   –  Within  ver5cal  benchmark   –  Within  target  group  benchmark   Benchmarks  highlight  the  need  to  make  comparisons.  
  • 36. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Organising  Complex  Data   •  Define  the  problem   –  What  success  looks  like,  a  5ghtly  defined  ques5on,  ac5ons  you   wish  to  take   •  Assess  the  characteris5cs  of  the  data  streams   –  Veracity,  Granularity,  What’s  missing,  Overlaps  etc   •  Filter,  clean  and  transform  the  data   •  Find  the  answer   –  Find  the  main  story  first  and  then  the  relevant  excep5ons  and  details   –  Simplify  models  as  much  as  possible,  but  no  further  (borrowing  from  Einstein)   –  Use  comparators  to  help  communicate  the  answers   –  Create  a  compelling  story  –  without  focusing  on  the  process  or  numbers  
  • 37. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016  
  • 38. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016  
  • 39. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016  
  • 40. Normalizing  by   Growth  Pa`erns   Forbes:  hp://bit.ly/NewMR_208  
  • 41. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Normalizing  by  ‘Share  of’   •  Google  Trends  –  internet  use  is  growing,  Google  use  is  growing,   measures  must  be  normalized  to  be  compared.   •  Process   –  Collect  the  search  terms  and  count  men5ons  per  day  for  each  term   –  Express  them  as  percentages  of  all  searches  on  the  same  day   –  Find  the  biggest  number  for  the  search  terms  and  set  this  to  100  (or   100%)   –  Scale  all  of  the  other  items  by  the  same  factor   •  Note  the  only  meaning  the  numbers  have  is  in  the  context  of  the   set  of  items  being  measured  and  the  5me  frame  chosen.  
  • 42. Google  Trends   Normalising  by  Share  of  …   Zika,  Worldwide,  last  90  days  
  • 44. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Normalizing  by  Coding   •  Sen5ment  analysis,  open-­‐ended  comments   converted  to  Posi5ve,  Nega5ve  and  Neutral   •  Digi5zing  from  analogue  to  binary   •  Alloca5ng  to  segments   •  Scoring  different  elements   – (think  America  Football,  different  points  for   different  events,  leading  to  points  in  a  league)  
  • 45. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Ben  Wellington,  TEDx,  How  we  found  the  worst  place  to  park   in  New  York  City  —  using  big  data    
  • 46. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016  
  • 47. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Use  the  Business  Ques-on  as  a  Lens   The  same  data  will  deliver  different  stories,  based   on  different  business  ques5ons   This  is  one  of  the  reasons  that  industry  reports  have   a  less  focused  story   –  They  have  many  readers,  with  different  needs  and   ques5ons   The  business  ques5on  defines  what  is  in,  what  is   out,  and  where  the  magnifica5on  should  be  
  • 48. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Find  the  Relevant  Detail   Once  you  have  the  total  story:   – Are  there  people  who  have  a  different  story   (different  from  the  main  story)?   •  Who  are  these  people?   •  What  is  their  story?   •  Where  are  the  differences?   •  Why  are  they  different?   •  When  do  these  differences  maer,  come  into  play?  
  • 49. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Different  Perspec-ves   ASK:   The  alterna3ve   explana3ons  for  this   data  are?  
  • 50. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Findings  Need  a  Comparator   RFID  
  • 51. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Bad  news  for  men  in  Eastern  Europe   Eurostat  -­‐  hp://goo.gl/r2q526   Amenable  Deaths  Per  100000  of  popula5on  -­‐  2012  
  • 52. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   The  Big  Picture   •  Start  with  a  well  defined  ques5on   •  Assess  the  data  streams   –  Who  /  what  is  covered,  lags,  duplica5on,  veracity  etc   •  Bake  measurement  in  from  the  start  –  when  possible   –  Make  specific  predic5ons   •  Transform,  filter,  clean  the  data   •  Find  the  main  story   –  Considering  correla5on,  causa5on,  comparators  and  alterna5ve  models   (e.g.  influence  and  homophily)   •  Find  the  relevant  excep5ons  to  the  main  story   –  Who,  what,  why,  when  &  where  
  • 53. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Thank  You!       Follow  me  on  Twi`er  @RayPoynter     Or  sign-­‐up  to  receive  our  weekly  mailing  at     h`p://NewMR.org      
  • 54. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Schedule   •  An  Introduc5on  and  Overview  -­‐  Feb  23     •  Working  with  Qualita5ve  Informa5on  –  Apr  5     •  Working  with  Quan5ta5ve  Informa5on    -­‐  May  26     •  Working  with  mul5ple  streams  &  big  data  -­‐  July  5     •  U-lizing  visualiza-on  –  Sep  13     •  Presen5ng  the  story  -­‐  Nov  8    
  • 55. Finding  and  Communica-ng  the  Story  –  Lesson  4  of  6  –  Complex  Data   Ray  Poynter,  2016   Q  &  A   Ray  Poynter   The  Future  Place