For many enterprises, it can be challenging to effectively manage surveys and self-assessments that certify compliance with different GRC requirements such as codes of conduct, anti-bribery, information security awareness, and prevention of conflicts of interest. The traditional, manual approach to survey management can often be complex and tedious.
However, survey data plays a critical role in providing enterprise-wide visibility into compliance, while accelerating decision-making. Therefore, it is imperative to manage surveys in a simple, streamlined, and organized manner. It is also critical that companies are able to analyze large volumes of survey data swiftly, and generate online or offline reports in industry-standard formats to meet the informational requirements of stakeholders. To achieve these objectives, an easy-to-use platform with robust survey management features is key.Download Fact Sheet
Metricstream Survey Management App
The MetricStream Survey Management App enables you to manage and track surveys in an automated, systematic, and efficient manner. The app streamlines the flow of survey data and information in the enterprise, and documents attestations and representations at various stages.
Using the app, you can configure and execute surveys to assess compliance with multiple policies and regulations. The app helps create, initiate, respond to, and approve surveys seamlessly. You can now schedule surveys at any desired frequency. Powerful analytics and reporting tools, as well as graphical dashboards, provide real-time insights into survey findings, helping you make informed decisions.
Why Metricstream Survey Management App
Enables A Systematic And Simplified Approach To Survey Management
Standardizes and streamlines the overall survey management process across global business units, divisions, and locations
Facilitates Survey Development And Distribution
Supports survey creation, communication, distribution, process management, and decision support across the enterprise
Enables a Comprehensive Approval Process
Provides a clearly defined, step-by-step process for survey response approvals; enables approvers to request for further clarifications if needed
Delivers Advanced Response Forms
Provides comprehensive and intuitive response forms to capture survey responses in an efficient manner
Supports Informed Decision-Making
Delivers a comprehensive and in-depth view of survey processes and data via advanced reports and dashboards; enables stakeholders to clearly understand the status of risk and compliance in the organization, and make informed decisions
M7 Platform Highlights
Engaging and Personalized User Experience
Makes survey management processes context-sensitive and personalized for each user; facilitates an intuitive and engaging user experience
Supports app configurations and extensions in an upgrade-safe and scalable manner through the MetricStream AppStudio configuration framework; helps the organization adapt to change quickly
Mobility and Layering
Provides a responsive interface that allows survey management processes to be managed across devices; leverages a REST API integration framework to layer survey management over heterogeneous IT systems and business critical infrastructure
Reporting and Analytics
Delivers powerful visualization tools and analytics to manage and monitor survey management trends, data relationships, and actions in real time across the extended enterprise
Lean and Robust Architecture
Is built on a lean, modern, scalable, and extensible architecture that enables the global digital enterprises of today to seamlessly scale up and support new users, while also adding new apps and solutions to meet changing organizational needs
Survey Creation and Initiation
Leverage the app to create and upload survey questionnaires, scorecards, and certifications. Specify the rules to display conditional questions based on the responses to a previous question. Add questions and information in tabular or grid formats. Indicate whether a questionnaire for a survey requires scoring or not.
Design a comprehensive survey management plan, detailing the frequency of the survey. Automatically trigger the survey / scorecard / certification assignments, as well as reminders to respond to the survey, and approval workflows delegating single or multiple approvers. Distribute the survey to respondents directly from the app.
Survey Response Management
Enable respondents to fill in the survey through the app or in an offline mode. Allow them to download the survey in Microsoft Excel, work on the responses offline, and then upload the final report. Enable them to also add multiple rows, and enter responses to tabular format questions, as well as action details wherever required. Offer them access to additional information in the form of contextual reports that can help them respond to the survey more effectively. Provide support for respondents to add other users as collaborators on the survey. If the survey is not applicable to the respondent, enable them to reassign it to another user. Track the completion status of the survey responses, and once the responses are submitted, print them in a PDF format, if required. Also, offer administrators the flexibility to reopen closed responses (there is a configuration parameter to control how long after survey completion the responses can be reopened).
After the responses have been collected, route the forms to approvers for comments. Enable the approvers to add comments for reference, accept the responses, or request for further clarifications from the respondents. Recall the clarification assignment if no further information is required. Once the review cycle is complete, publish the survey results through the app.
Record, manage, and remediate issues that are identified in the survey management process. Capture detailed information about each issue, categorize it based on severity levels, and identify the responsible department or user. Establish action plans to resolve the issue, and track the implementation of these plans to closure.
Monitoring, Reporting, and Metrics
Gain enterprise-wide visibility into the survey management process through graphical executive dashboards and flexible reporting capabilities. Select the type of report or dashboard view needed to access the survey results in detail. Generate reports to track survey metrics, along with scorecards and compliance dashboards. Drill down to view survey related statistics and data by a variety of parameters.