Professionalize Survey Reports with Zoho Analytics

The company specializes in customer and employee satisfaction studies. It assists other organizations with the collection and analysis of strategic data related to employee and customer experience.

The company manages a significant volume of surveys, often customized according to each client’s specific needs. Evaluation 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 integrated Zoho applications

2

Company Size

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 Objectives

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 deep understanding of tables, questions, and answers. 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 conducted using a collaborative approach:

Detailed needs assessment before dashboard development;
Regular meetings to validate direction and adjust visualizations;
Prioritization of the most important indicators for end-clients;
Close involvement of clients throughout the process.

Success Factors and Next Steps

The project’s success is based on a thorough understanding of the organization’s needs, a clearly defined mandate, and close collaboration throughout development. Client involvement and the prioritization of expectations allowed for the delivery of a solution aligned with real-world conditions.

Ultimately, the company wishes to continue developing its analytical skills to express its needs even more precisely and to derive greater value from the Zoho ecosystem, building on the foundations established with Tooly.