Moving from laborious data analysis to automated solutions | XM Community
Skip to main content

We've been using Qualtrics for just over 3 years (4-year college). I'd like to move to a more automated solution of producing results. Currently, I create .pdf reports and download comments to Excel, we don't have Dashboards.
I do the Data Analysis, and I typically produce a .pdf document after building a custom report, this is pretty straightforward. I might then create a 2nd report to breakout the data by race or gender ... with these additional breakouts it obviously adds to the elbow grease needed to provide the results.
If there are comments, I download to a spreadsheet and format it nicely, along with demographics of the respondent. Not too difficult, but it also adds to the amount of effort.
For a relatively simple solution, it's easy 2-3 days to produce.
Is there any way we can automate this? All the data is right there ... I suppose we could create dashboards, but is this the only way? Is dashboards also a custom effort for each survey?
I'm also concerned about what the User Experience might be. What I produce usually hits the mark, the users print out the .pdf, pore over it, and then make whatever adjustments are necessary. So it's a workable solution, although time consuming to produce. If we produced a Dashboard, I'm concerned about

  • will it really be helpful?

  • what's the overhead to provide access, training, etc.

  • will it save time to "let the computer do it"? (is it even possible? or are the dashboards also a custom job?

  • Can comments be presented for easy review? (We don't use Text iQ, our comments are relatively few {usually less than 2,000 per survey})

I'd also like to know where I can learn more about Dashboards / Automated Solutions.

Thanks, @WilliamPeckUSNA! 

I’m wondering if @PeeyushBansal, @JoycaV @InessaG or @MsIreen have any input on the issues that Bill is outlining here? 

Automation is definitely possible, however a lot depends upon your appetite for coding.

Lets take the example of the comments spreadsheet, you could create a workflow that is triggered whenever a response comes in and populates a Google/MS Sheet with the relevant details. You could add a filter for this to trigger only when there are comments.

This can be cascaded to auto generate the reports, send email etc. Let me know of you need any help. 

 

About Dashboards, personally, I don't like them. The only place where I've recommended my clients to use them are simple graphs for the executive team to check-in regularly.The options are too limited, they're extremely fussy to work with.

One firm that I was advising made a bad business descsion, didn't cost money, but they had to send out an email apology to a lot of people because of it. What happened, one person was digging into the dashboard data, they applied some filters and forgot to revert them, the rest of the team not noticing that the filter was on, made descions based on the filtered data. 

I would suggest you to learn about dashboards on basecamp, it is life saving for me.

ahmedA - Thank you … I do have an appetite for coding, so we will have to come up with the use cases that make the most sense … interesting but 😮 regarding the Dashboard …

 

CxEx - ok, I’ll get cracking on learning Dashboards, I do like the Basecamp … 

I don’t know what I would do without dashboards, honestly. I designed them to drive action so I surface the most important insights meant to do that. Each user gets a view that’s releavant to them. And text analytics lives within the dashboards as well so that’s weaved into the dashboard design.

They are set to automatically go out on monthly basis to users that it’s relevant to see these insights so it can continue to feed their CX improvement efforts. 

I do not miss the days of having to report on this data outside of Qualtrics.

Leave a Reply


Terms & Conditions