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Integrated Automated Survey Management Platform for Market Research Firms
  1. case
  2. Integrated Automated Survey Management Platform for Market Research Firms

Integrated Automated Survey Management Platform for Market Research Firms

dac.digital
Advertising & marketing
Business services

Challenges Faced by Market Research Firms in Survey Automation and Client Self-Service

Market research companies often manage multiple disparate tools for survey creation, target audience segmentation, and data collection, leading to manual effort, inefficiencies, and limited autonomy for clients. The lack of an integrated platform hampers quick customization and scalable deployment of surveys, reducing agility and increasing operational overhead.

About the Client

A mid-sized marketing research company specializing in digital and implicit user testing, seeking to enhance survey automation and client self-service capabilities.

Goals for Developing an Automated, Self-Service Survey Platform

  • Automate the survey creation and resource management process to reduce manual effort.
  • Enable clients to independently define their profiles, group segments, and access control, fostering self-service capabilities.
  • Develop a unified platform integrating survey templates, respondent targeting, data storage, and access management.
  • Deliver a secure, scalable system that supports multiple integrations with third-party respondent panels.
  • Achieve a robust user role management system with different access privileges tailored to client needs.
  • Complete development within a 3-4 month timeframe, delivering a minimum viable product (MVP) followed by incremental feature enhancements.

Core Functional Requirements for the Automated Survey Management System

  • User account management with profile and group definitions.
  • Role-based access control to allocate appropriate permissions.
  • Survey template creation and editing tools.
  • Automated respondent panel integration for targeted outreach.
  • File upload and storage system linked to individual user profiles, supporting secure storage and retrieval via cloud services.
  • Dashboard for administrators to manage survey deployment and user permissions.
  • API endpoints for external integrations, including third-party survey and respondent panel services.
  • Audit trail and activity logging for transparency and compliance.

Technological Foundations and Architecture Preferences

React.js for responsive and user-friendly front-end development
Java Spring Framework for robust backend services
AWS services including S3 for storage, Cognito for user authentication and registration, and scalable API deployment
PostgreSQL for relational database management

Essential External System Integrations

  • Third-party respondent panel providers for targeted sample delivery
  • Survey templates and distribution systems
  • Authentication and identity management systems

Key System Qualities and Performance Metrics

  • System scalability to handle increasing numbers of users and survey volume
  • Response times for core operations under 2 seconds for a seamless user experience
  • Secure data handling compliant with privacy standards (e.g., GDPR)
  • High availability with 99.9% uptime SLA
  • Extensible architecture to incorporate additional integrations and features in future iterations

Anticipated Business Benefits from Implementing the Platform

The development of an integrated automated survey management platform is expected to significantly reduce manual workload and operational costs, enhance client autonomy and satisfaction, and improve survey deployment efficiency. Similar projects have demonstrated a capacity to support a broad user base across diverse sectors, delivering scalable, reliable, and feature-rich solutions within tight timeframes, thereby enabling rapid market response and increased competitiveness.

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