Use when recurring survey or assessment reporting is manual, slow, inconsistent, or difficult to sustain.
Use diagnostic first when the buyer is unsure whether the problem is survey design, data readiness, reporting workflow, or action planning.
Avoid when the primary problem is action ownership or when data structure is too weak; route to Assessment-to-Action or HR Data Readiness.
Not survey administration, platform implementation, enterprise BI, report-writing help desk, or fully automated interpretation.
Reporting use case, data-to-output map, templates, automation logic, QA steps, privacy rules, owners, and cadence.
Current and future workflow; data-to-output mapping; reporting template; automation prototype or requirements; QA checklist; launch plan.
Workflow owner, reporting calendar, QA checklist, human review process, and action-planning or executive-review route.
Survey complexity, data structure, outputs, automation depth, QA, privacy rules, and handoff needs.
