The Process and the Actors Involved

The main actor involved is the organization which decides to activate a series of “sensors” aimed at collecting the opinions and evaluations of its employees, collaborators, partners and customers.

For example, it may be useful to measure customer satisfaction with a product or service offered, their level of loyalty. Or receive opinions after organizing an event.
From the point of view of human resources it is useful to plan surveys aimed, for example, at understanding the level of satisfaction, involvement, organizational climate.

The process

Once the need has arisen and the objective clarified, the process and the roles of the actors involved are described below.

We always start from a template, for example a questionnaire, and proceed with customization to meet the specific needs of the organization, even in multiple languages.
Personalization is especially important. For example in relation to the personal data profiling and job position of employees or for aspects concerning the commercial structure.

WeYourConsult offers the support, platform and useful features to deliver the service.

Once the changes have been agreed, the test phase is started aimed at a group of key users, collecting feedback relating to: simplicity of understanding, use and overall effectiveness. We then proceed to receive and consolidate the useful suggestions, defining the methods of delivery, always with the collaboration of the organization and human resource management function.

WeYourConsult makes available a link (weyourconsult.com/yourcompany-survey-questionnaire-id) that the organization will have to notify the participants.

WeYourConsult collects the data, undertaking to make them available to one of its partners and/or to the organization only anonymously.

Data analysis can be processed through reports showing the percentages and quantity of votes collected, by WeYourConsult, a partner or independently by the organization.

Functionalities

The main features that can be provided in a questionnaire or survey are shown below.

Responsive

The forms are usable on mobile, tablet and desktop devices.

Notifications

It is possible to send immediate notifications to the user, in case the email is provided.

File

Files and media can be uploaded along with the form submission.

Google Sheet

If required, the transmitted information may be saved in a Google spreadsheet.

Access Restrictions

Allows you to block access to the module with permissions and access control rules.

Calculated Fields

Fields that can contain simple or complex calculation formulas with logical operators and if-then statements.

Conditional fields

It is possible to display or hide fields or elements based on the contents entered by the user.

Repetitive fields

Repeating fields allow users to enter multiple similar sets of data making forms more intuitive and easy to use.

User experience

To improve readability you can expect multiple pages, as well as create “distraction-free” form landing pages to increase conversions.

Spam

Automatic protection to prevent spam submissions.

Save and Recover

In the event that the form is structured, the user can save and retrieve at a later time the contents entered up to that moment.

Fields typology

Personal data

  • First name
  • Email
  • Address
  • Phone

Text

  • Line of text
  • Paragraph
  • Rich Text
  • Website / URL
  • Content
  • HTML content

Questionnaires

  • Likert scale
  • NET Promoter Score
  • Evaluation

Boxes

  • Drop down menu
  • Multiple choice
  • Checkboxes
  • Upload files

Navigation

  • Layout
  • Section
  • Page break
  • Preview of entries

Other Elements

  • Numbers
  • Date/ hour
  • Password
  • Number cursor
  • Signature
  • GDPR acceptance

Example Questionnaires

The Initial Part

Typically a questionnaire that allows an analysis of an organizational system to be carried out reports the purposes, the objective and the methods of compilation

Personal data

Then follows a registry part which is defined on the basis of the sample to be measured, both in relation to the quantity of elements to be observed, and in relation to the depth of the scales that can be proposed.

Likert scale

Below an example of a 5-point rating scale.

Field in which only one option is selectable

It is then possible to record the preferences relating to a single option among those proposed.

Discover the solution

How to introduce, implement and maintain the knowledge management platform in your organization