Surv
The Audit tool is a smart platform for users to create, schedule and send an audit online or conduct it in person.
Product Designer
NGO
2023
Problem
Social Researchers are using slow and outdated and limiting tools to conduct an audit. In order to make the research from beginning to an end, the researchers have to use different tools to store the information, conduct an audit, send the audit, and analyze the data.
Solution
Surv is smart tool that enables companies to conduct and automate end-to-end research in few clicks.
Surv helps the companies to store the data, quickly select or exclude the targeting category of the survey, Surv lets researchers to conduct an audit in person, on phone or online, and CRM settings are enabling users to automate (schedule the audit date and send it to phone or mail). Once the research is made, Surv helps to analise the data with the integrated AI and visual charts.
Part 1 - Interview
I conducted a 15 minute interview with a social researchers analyzing which tools they are using, and what would they like to change or develop.
Which tools are you using to conduct an audit?
How long does it take to select enough people for research?
Do you conduct just offline interviews?
Are online interviews automated?
Which apps do you use to analyze the data?
How long does it take to conduct end-to-end research?
Findings
There is not a single platform that combines conducting a research, store the information, and analyze it
Selecting specific category of people for the interview is either chaotic, or only a few factors are used in order to select a segment, or to select specific people it might weeks.
Without smart selection of people, the research will not guarantee the correct results.
It costs a lot to conduct end-to-end research because many different apps are involved to select category, conduct a research, store the data, and analyse it.
In order to decrease a high cost of the surveys, companies are using different cheap services that makes the research lasts for too long
The analysis of the research is happening on different platforms without any additional AI help.
Part 2 - Market Research
There is no singular app that lets you store the information, select target segment, conduct a research, automate it, and analyze the data all at once. The audits were using internal custom made sites to store the information and select the target audience, SurveyMonkey and Google Forms to conduct online research, MailChimp for managing emails, and Tableau for analising the data.
Part 3 - Turning Research Results into a Concept
Combine all the services into one app
Let the users choose to store the data on their database storage, or offer storage memory service
Facilitate online and offline research with simple, user-friendly interface
Solution
The app's user-friendly interface and intuitive design make it easy for users to track their financial activities in real-time, view their transaction history, and receive alerts for upcoming bills and payments. Users can also set budget goals and receive personalized financial advice based on their spending patterns, helping them stay on track and achieve their financial objectives.
Part 4 - Creating Persona
Social Work Researcher for NGO
Average Age: 30-40
Gender: Female (can vary)
Occupation: Full-time social worker with research responsibilities
Interest: Passionate about social causes and community welfare. Keen interest in understanding the impact of programs on the target audience. Advocates for marginalized or vulnerable groups.
Frustration: Limited time for research due to heavy caseloads and administrative tasks. Struggles with manual and time-consuming data collection and analysis processes. Challenges in reaching and engaging the target audience effectively.
Ambition: Aims to contribute to evidence-based decision-making within the NGO. Strives to improve the efficiency of research processes to allocate more time to direct social work.
Pain Points: Limited resources for comprehensive research tools. Difficulty reaching and engaging the diverse target audience. Lack of automation leads to inefficiencies and delays in research projects.
Tools: Leverages survey tools (e.g., SurveyMonkey) for audience selection and data collection. Utilizes CRM or audience management tools for maintaining participant information. Implements automation tools (e.g., MailChimp) to streamline communication and outreach. Seeks user-friendly data analysis tools for quick insights (e.g., Excel, basic statistical software).
Technology Proficiency: Comfortable with basic technology but may not have advanced technical skills.
Collaboration: Collaborates with other social workers, researchers, and program managers within the NGO.
Part 6 - Wireframes
I focused on creating an audit at this stage and wanted to get external opinions early on. I asked some people to navigate the prototype without guidance and wanted to see:
If the navigation was intuitive
If there were features/information missing they would have found useful
How they felt during the process
Positive
Navigation was quite intuitive
Creating an Audit appeared to be
Improve
Some titles over the text inputs were unclear to the users
Square UI into more round one
Part 7 - Improvements
New Option Tag
Once setting the tags for the Survey, already existing tags might be not enough, and the users will be able to add a new tag without opening another page. This tag will trigger a pop up window with all the tag settings.
Radio Button Or Checkbox? Both!
Once responding the survey, I had to make it clear which question has multiple response option, and which are not.
Survey Button for Mobile App
Having an option to be able to open the Interviewer Portal within a second is essential for the researchers, who are coming to conduct a survey in-person, therefore I decided to add a Survey option to the bottom menu.
Home/Dashboard Page
It was quite tricky to show the table with all the surveys on a home page, but with the surveys being filtered by Active, Scheduled, and Ended it makes it easier to find the right survey.
