Survey Management: Automating & Revolutionising Surveys

Executive Summary

Revolutionising survey management with automation. Scalable, secure, and AI-ready survey app enhances efficiency, compliance, and data-driven decision-making.

The Survey App is a sophisticated, web-based platform that streamlines survey creation, distribution, and analysis. By reducing manual effort and providing real-time insights, it helps businesses make informed decisions. With role-based access control, the Super Admin oversees surveys across organisations, the Client Admin manages surveys within their team, and Responders complete surveys while tracking their scores.

We built the platform using Yii2 (PHP) and Angular, leveraging Docker and microservices for scalability. This approach ensures security, efficiency, and flexibility. Its multi-tenant architecture, dynamic survey logic, and real-time reporting empower businesses to automate surveys, improve compliance, and make data-driven decisions.

The Client and Their Challenges

The client needed an efficient survey management platform to handle compliance and data collection. Their existing tools lacked reusability, forcing them to recreate similar surveys repeatedly. They required intelligent question flows where responses determined subsequent questions, ensuring complex survey logic. Data security and multi-tenant access were also essential, allowing controlled access while keeping company data separate. Limited reporting features made decision-making difficult due to the absence of custom analytics and export options.

Project Details

We developed a web-based application using Yii2 (PHP Framework) for the backend, Angular for the frontend, Docker for infrastructure, and microservices for scalability. The project ran from September 2021 to June 2022, designed as an SME-friendly solution with scalable options for future growth.

Why They Chose Us

The client needed a cost-effective, user-friendly survey solution with custom reporting and automated compliance tracking. Unlike generic survey tools, our bespoke platform eliminated manual work, improved efficiency, and aligned with their specific needs. Our focus on security, user experience, and rapid deployment made us the ideal partner.

The Solution

To address the client’s challenges, we developed a tailored web-based application with custom features. Smart survey templates enabled users to create and reuse surveys with dynamic logic, significantly improving efficiency. Dynamic survey logic adjusted surveys in real time based on previous answers, enhancing data accuracy and user experience.

To ensure data security and multi-tenant access, we built the platform with a multi-tenant architecture that securely isolated company data. Role-based access control (RBAC) allowed administrators to configure permissions and manage user access, enhancing security and compliance. For reporting and data export, we integrated real-time dashboards that provided instant survey results. Businesses could export reports in PDF and Excel formats, making data sharing, analysis, and tracking more efficient.

Technology Stack & Benefits

We chose Yii2 for the backend due to its robust security features and structured architecture, which supported dynamic survey logic and complex user roles while enabling fast data handling and real-time updates. Angular powered the frontend, creating dynamic, interactive user interfaces that ensured seamless real-time updates for survey responses. A microservices architecture decoupled survey management, reporting, and analytics services, allowing each to scale independently. Docker containerisation streamlined deployment, ensuring services operated efficiently based on demand.

Key Features Implemented

We introduced role-based access control, allowing Super Admins to manage companies, users, and permissions, while Client Admins handled survey creation, management, and reporting. Responders completed surveys and tracked their progress. Smart survey logic enabled dynamic question progression based on responses, with reusable templates speeding up survey creation. A secure, scalable multi-tenant system ensured strict data isolation and granular access control for user permissions. Advanced reporting and analytics provided real-time data dashboards and exportable reports in PDF and Excel formats.

The Results

Businesses conducted over 100 surveys, transitioning from manual to automated processes and saving significant time. Automation reduced manual effort by 75%, freeing up resources for strategic tasks. Built-in compliance tracking ensured businesses adhered to regulatory requirements. More than 50 companies adopted the solution, benefiting from its multi-tenant structure, which maintained strict data separation. Enhanced reporting capabilities improved decision-making, with over 90% of users reporting better insights from automated reports.

Lessons Learned

Scalability played a crucial role, with Docker and microservices enabling smooth growth and updates. A user-friendly experience drove adoption, as an intuitive, easy-to-navigate dashboard improved engagement and productivity. Role-based access control strengthened security, reducing the risk of data mishandling and unauthorised access. Reusable survey templates accelerated survey creation, boosting operational efficiency.

Next Steps

We plan to enhance the platform by incorporating AI-powered insights for deeper data analysis. Expanding third-party integrations with business intelligence and compliance tools will provide a more connected experience. We also aim to introduce additional customisation options for survey design and report formats, ensuring flexibility for diverse client needs.

Final Thoughts

Our Survey App empowers businesses to save time, reduce manual work, and make better data-driven decisions. With scalability, automation, and security at its core, the platform evolves alongside businesses, ensuring continued value. Ongoing updates and user feedback drive our commitment to improvement.

If you’re looking for an efficient and scalable survey management solution, our platform offers a seamless, automated approach to survey creation, distribution, and analysis, helping you save time and enhance decision-making. Get in touch with us today for a demo and discover how our solution can revolutionise your survey process.