Switching survey tool? Here is how smoothly it goes with Crowdtech Survey

Many organisations are finding that their current survey tool no longer fits today’s needs. Systems age, costs rise, response rates drop and data security comes under pressure.

Switching can feel like a big step, but in practice moving to Crowdtech Survey is remarkably straightforward. Within four to six weeks you are fully up and running on the new platform, without having to pause any of your ongoing research.

We take care of a smooth, worry-free transition together.

Week 1. Kick-off and project plan

We start with a joint kick-off to draw up a concrete project plan. For users, getting to grips with a new platform is often the biggest step, so we take the time to map out the current and desired situation together:

• Which improvements do we want to make during the migration?
• Which questionnaires need to be moved across to Crowdtech Survey?
• What opportunities and challenges do we see during implementation?
• How do we organise roles and permissions?

Week 2. Technical platform setup

After the kick-off we set up the platform technically. Because Crowdtech Survey is a SaaS solution, you can get started as soon as access is in place.

We help you with:

• Configuring user management and Single Sign-On (SSO), so everyone can log in securely with their work account
• Setting up your own sender domain (SPF), so emails land neatly in the primary inbox of your respondents
• Connecting Crowdtech Survey to your systems via REST APIs, so research data flows automatically into your data lake

We do this together with your IT and research teams, so everything is configured correctly from day one.

Week 3. Training and first migration phase

Once the platform is ready, your team receives an interactive training session of around two hours. We walk you through Crowdtech Survey step by step, focusing on what matters most to you.

After that we migrate the first questionnaires together. You apply what you have learnt straight away and are quickly running your own studies. Following the principle of show, join in, do it yourself, you will be confidently building questionnaires in Crowdtech Survey in no time.

Week 4. Test phase

Before the first studies go live, we recommend an internal test run. Have a few colleagues complete the survey end-to-end as if they were real respondents. That quickly tells you whether everything works and where any final improvements can be made.

Our support team and Product Specialists are happy to carry out a final check, so you know for certain that everything is perfectly ready for launch.

Week 5. Go-live and second migration phase

After a successful test, it is time to go live. If you want a little extra reassurance, you can start with a small test group (soft launch) before rolling the study out more widely (full launch).

Crowdtech Survey keeps you flexible: you can adjust your questionnaire at any time, even while the study is live and responses are already coming in.

Then we migrate the rest of your studies, so the whole transition runs smoothly. Our support team is there whenever you need them, so you can quickly benefit from a modern, user-friendly and future-proof platform.