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Workflow Survey One
Hi, Thanks for agreeing to participate.
This survey is for users of a purpose-built Workflow Management system. Likely cloud based but also possibly an on-premises application; it's a highly-integrated, multi-faceted system that draws together lots of functions across the business into one (frequently big) system... It's
a collection of user-created databases and spreadsheets. (If that's you, please click
to go to the other survey).
At the end of the survey, I'm collecting some contact information from you.. this is only so I can contact you in case you win one of the movie vouchers.
, so if you choose not to provide that information; that's fine too. 🙂
What type of Business do you have?
What's your role in the Business?
Owner / Manager
Roughly, how many employees does the business have?
16 - 25
Of those, how many are
users of the system?
What was the catalyst that caused you to consider an integrated Workflow system?
You're using the system for: (check all that apply)
CRM - Sales pipeline
Projects - Planning, Tasks & Scheduling
Service & Issue Tracking - Support Tickets
Estimates & Quoting
Time recording - Timesheets
How do you invoice ? (check all that apply)
By project - Fixed Fee
By project - open ended but contracted (project) rates
By Retainer (Maintenance Agreement)
Do & Charge - standard "card" rates
Do & Charge - contracted rates
Do & Charge - prepaid blocks of hours
What's the name of the System you're using now?
If you answered "Other" above - please enter the name of the system you're using here.
Is the system you've noted above, an 'on-premises' solution or 'Cloud" based offering
Does the system integrate with your other systems? (check all that apply)
Email - Exchange, Office365, G-Suite
Financials - Xero, Quickbooks, Saasu etc
Mailing List Managers - MailChimp, Campaign Monitor etc
Payment Gateways - PayPal, Stripe etc
Does the system you're using offer : (Please check all that apply)
Client Self-Service portal
Mobile App for field workers (iOS)
Mobile App for field workers (Android)
None of the above
In your opinion, does the system work well for you?
Can you provide some commentary on why you answered the previous question that way?
Please rate on a scale of 1 - 5 (where 5 is very important) How important to you is it that the system you're using is 'integrated' rather than being a collection individual application sthat do each task really well, but don't 'talk' to each other.
How long (in years) has it been since the system was installed?
Less Than 1
1 - 2
2 - 4
5 or more
How long did it take to implement the system fully (months)
Did the organisation self-implement or use external assistance (Vendor, consultant etc)
Used an advisor
If you had to narrow it down to
benefits that accrued to the organisation from using a Workflow System, what would they be?
Similarly, what were the 3 biggest challenges the company faced (continues to face?) in using the system?
Any other comments or 'Gotchas' you'd like to share
Time is Up!