Engage and Innovate

I love talking about our office projects and events, especially when I discuss how we use our survey platform, Engage, to plan nearly everything. As a member of the Happiness Committee and Product Committee, I see firsthand how useful Engage is — it allows you to keep everybody informed and organized.

Recently, the Happiness Committee, or “HapCom,” planned an internal Chili Cook-Off. So I created a survey that served as a registration page for people who wanted to make chili and those who would bring side items. During the event, I distributed a survey asking my colleagues to rank their favorite chili recipes. And, when voting was done, I ran a quick Bar Graph report that let me almost instantly determine the contest winners.

As a member of the Product Committee, or “ProdCom” as I like to call it, I’m the point of contact for all feature requests and system issues for clients and employees. To streamline the process of recording and sending these requests to our engineering team, I created a form that everyone can use. By enabling Rules & Alerts, I receive a copy of every submitted ticket, which I then send to the engineers. I use the collected data to trace ticket origins and filter responses based on request types. This becomes incredibly useful when we’re choosing features for the next release.

While these are definitely innovative uses of our survey platform, by far the most “important” way we use surveys internally is to stock our snack closet. Every two months, our administrative assistant sends a multiple text box question to the entire office asking for our snack requests. She then runs a verbatim report and uses the responses as the shopping list.

Honestly, I love having Engage as an internal resource — we’re always finding inventive ways to use the platform. I encourage you to also “engage” and innovate.

Off the Beaten Path

Exploration is the act of searching or traveling around a terrain for the purpose of discovering resources or information.

Many times, we are afraid to explore anything new or unfamiliar. Whether it’s because of a fear of failure or a lack of experience, we often fall into easy and comfortable patterns, especially when it comes to new technologies.

Although our Engage platform is quite intuitive, some clients haven’t taken full advantage of its best features, resulting in more work than is necessary.

For instance, I sometimes get calls from users afraid to explore the Export Manager Tab. Why, they ask, are their multiple-select check box answers clumped into one cell in the file when they run Response Table reports and export to Excel?

The answer is that they’re making extra work for themselves. If you simply want to view responses in Excel, just venture over to the Export Manager tab and use the Excel button.

Forcing yourself to investigate unknown sections of the platform, like the Training Tab or the User Guide, can end up making your life much easier. You may even find that utilizing our Power Reports or List Manager could save you and your company hours of work.

Now, go forth and explore!