Professionalize survey reports with Zoho Analytics

The company specializes in customer and employee satisfaction studies. It supports other organizations in collecting and analyzing strategic data related to the employee experience and customer experience.

The company manages a large volume of surveys, often customized to each client’s specific needs. Rating scales, analyzed indicators, and interpretation angles vary from one organization to another, which complicates the presentation of results. They wanted to go beyond the standard reports provided by survey tools and offer their clients visual, clear, and professional deliverables. It was in this context that the company engaged Tooly.

Number of Zoho apps integrated

2

Industries

The challenge

Before Tooly’s intervention, the company faced several limitations:

Zoho Survey’s native reports were considered visually insufficient;

Difficulty presenting data clearly and professionally to clients;

Complexity in segmenting results according to different analytical areas;

Lack of flexibility to adapt reports to the specific realities of each client company;

The goals

The mandate aimed to:

Provide more professional and readable visual reports;
Enhance the value of data from Zoho Survey through clear dashboards;
Enable advanced segmentation of results based on various criteria;
Standardize the quality of deliverables provided to Perle RH’s clients.

The solution

Data Centralization and Visualization with Zoho Analytics

Tooly implemented Zoho Analytics as the primary visualization layer to leverage data from Zoho Survey. The connections between the tools were designed specifically according to how the company uses its surveys.

Custom Dashboards by Analytical Area

Dashboards were developed to reflect the different areas analyzed in satisfaction studies, for example:

employee satisfaction;
customer satisfaction;
segmentation by job type or hierarchical level

This structure allows the client to present results tailored to each customer, while maintaining visual and analytical consistency.

Adaptation to the Client’s Business Reality

The way Zoho Survey structures data requires a thorough understanding of tables, questions, and responses. Tooly designed analytical models capable of correctly linking this information to produce reports that meet the company’s expectations and quality standards.

Tooly Project Approach

The project was carried out using a collaborative approach:

Detailed requirements gathering before developing the dashboards;
Regular meetings to validate the direction and adjust the visualizations;
Prioritization of the most important indicators for end clients;
Close client involvement throughout the process.

Success Factors and Next Steps

The project’s success is based on a deep understanding of the organization’s needs, a clearly defined mandate, and close collaboration throughout development. Client involvement and prioritization of expectations made it possible to deliver a solution aligned with on-the-ground realities.

In the long term, the company wants to continue developing its analytical capabilities to express its needs even more precisely and derive greater value from the Zoho ecosystem, building on the foundations established with Tooly.