Use the right tool for the job

Free Survey Project Management Tool

When it comes to methodologies, one size doesn’t fit all. By examining all the options, you can create a mix-and-match approach that best suits your project management needs. Many organizations seem to struggle with identifying the best software processes for them. To succeed, you must understand the available options, as well as the issues surrounding software process selection.

Certain project management tools are generalized and agile and best project management tools, but do they serve your research project management needs? Some tool processes are agile; some are not. Some tools are full lifecycle; some are not. Some are well defined; some, such as Extreme Programming, are nearly philosophical in nature. The good news? There’s a lot to choose from. And that’s the bad news too. So how would you select your project management tool? It is simple, a tool that has the flow of your business process and captures maximum data fields related to your business needs. These needs shall include tool to allow the management to automate the project management process and provide outputs that help them in decision making. That’s not all, your tool should be scalable, which means it should have the capability to manage the growth of the company. It should cater your business for a long term period and not only for a short term period, then and only then, you will enjoy and benefit from the tool, otherwise along with money you will also waste your other resources like time and manpower.

In market research you must have seen certain companies manage their projects in a pic2general project management tool, which is like screwing a nail on the wall. We use tools to make simple tasks easier not complex. The management sees for a automation along with consistency, which a generalized tool won’t give you. You need a tool that manage your client projects and float it down to your panels. A tool that manage your CPC, LOI, Pre-screening, Redirections etc and computes data for live analysis, to give you the exact status of your project/s…

Capture the market before it becomes competitive

Online Survey Market Research

Survey research industry is on boom now days and has become very lucrative.

But before the charm gets over, you have to create and capture the market. And these smart work, will also give you an edge over the market when it becomes competitive.

But as always, speed drags issues too, therefore your project management team needs a solution which is crash proof and allows you to enjoy the pace with peace. A solution which should have a process to create and manage the client’s research projects and let it flow below, to your panel-list (respondents) & panel vendors, At the same time managing individual’s CPI/CPC and generating a live ROI statistics. The solution should not end here; instead it should end to the end point of your business process, which is your accounting. It should manage client & vendor invoices and their outstanding.

If your survey research business process is managed more through automation, then this speed would be a joy for you and Survey Back Office provides a solution which will surely make you and your team joyful.

Welcome to the Survey Research Project Management

Survey Research Project Management can be defined as the actual process of creating, organizing, and executing a research project plan in order to achieve business objectives. It’s actually a vast subject covering a wide variety of topics.

Here at Survey Back Office, we are passionate about survey project management because it’s what our software was created for. But we recognize that some people may be coming into project management entirely by circumstance and may need assistance with concepts and terminologies.

We’ve put together helpful original content to introduce you to survey project management ideas, terms, and even provide you with strategies and best practices.

Survey Project Management processes:

Create project plan

The project plan includes details about how the project work will be carried out, how it will be monitored and controlled, how communication will be facilitated and information about costs, redirections and panel shall be maintained. But once a project is underway it is typically the project movement where most attention is focused.

Manage team work load

No project is without problems but the project manager needs to control them so they do not adversely affect the end result.

Monitor projects in real-time

Planning is carried out in the early stages of a project but there should be ongoing monitoring to ensure the survey project remains on schedule,to manage costs, manage budgeting, send survey invitations, get live statistics; that resources are available and the expected benefits can be delivered. Estimates, deadlines and milestones may need to be altered as the project progresses

 Project management Execution:

As projects are being executed, you need to know what progress is being made; there will be milestones you need to hit. One of the best ways I suggest is to organize this is through the use of a project management tool, and best part is, if it exclusively serves business your domain.

Instead of sending emails to discuss tasks that are part of the project, have panel members comment right on the task on the tool to avoid a ton of time spent sorting emails and remembering details.

Survey Back Office’s Major Fundamental for Survey Project Management:

Create and share survey research links

Survey Back Office facilitates with Survey Redirection Links Management, This program was designed as a way to manage the client’s survey links, your end pages and panel vendor survey links. This also helps in facilitating the live statistics.

Define and manage length of interview/survey

The core part in survey research is to differentiate genuine respondents from non-genuine responders, and Survey Back Office facilitates this through its unique LOI feature. A feature that forces the respondent to complete his/her research in a timely manner. This timeline is controlled by the project manager.

Rectifying Redirection

You can compare and rectify your the redirections with your clients redirections. As the business domain itself has the scope of error.


Survey Back Office facilities with Pre-Screeners feature. Researchers who wish to include additional screening questions or measures in prescreening can create and add pre-screeners before their study. Based on the validations of pre-screeners the study can move further or can be terminated. Survey Back Office pre-screeners has facility to validate the answers and manage their quotas too.

Pay project commissions to Project Managers

Project manager’s commission system which includes, multi commission calculation system, commission outstanding reports and commission payouts.

The final key for project management involving creatives or marketing is the usage of a proper tool. It should also define the criteria that will constitute a successful project and will be used to manage the expectations of the skeholders…Read More

Get to know about feature of Survey Back Office

Effective & Efficient Features To Improve Productivity


Manage region facilitates to enter hierarchical data for countries, states, zones and cities. And based on these region data, you filter your panels and projects and also analyze reports


Manage your companies. You can create different types of companies. Either client/customer or panel vendors. Collect their contact details and capitalize on it


You can manage parent and child companies. Along with the contact titles and contact groups. So basically you can link your companies and contacts too.


Manage projects with features like, completes and max complete, IR, LOI, CPC, Survey Links etc. It also facilitates for test surveys & project wise award points for your panel


We facilitate with panel vendors, Which increases your turn over time and also provides scope for adding more projects to your pocket. It also manages vendor project details


Check your projects LIVE statistics, which includes details like, Completes, Disqualified, Quota-full, IR, Average and Median LOI, Abandon & Blocked…Read More