CX
OPERATIONAL EFFICIENCY

Cleaning up Qualtrics dashboards

The loyalty matrix

Whether it is your closet, office or multiple storage cabinets, you probably have a lot of stuff that you no longer use. But it sits there taking up space until, one day, the frustration builds until you decide to get rid of the clutter. And it feels good when you’re finished.

The same is true of your Qualtrics platform. After a while you have loads of old surveys that are no longer needed and all kinds of dashboards that are no longer relevant. They are more than a nuisance. They can affect the performance of the platform and may even violate your policies for data governance and data security. Taking the time to clean up your Qualtrics platform not only feels good, but it is also important for maximizing performance and complying with your organization’s standards.

And yet, who has the time to methodically take inventory of your excess data? Well, Walker can help.

Our team will go through a series of steps to clean up your platform and maintain your sanity.

  • Catalogue surveys – First, we catalogue all existing surveys, reviewing when they were created and the current levels of activity.
  • Evaluate dashboards – Next, we review the dashboards and evaluate which ones are actively used and who is accessing them.
  • Categorize – Based on your guidance, we categorize the surveys and dashboard and then make recommendations on which should be archived and which should be deleted.
  • Approval – Lastly, we conduct a final review with you before taking any final action.

Your Qualtrics platform is a valuable source of information for your organization. However, it must be maintained to comply with standards and optimize performance. Contact your Walker account representative or reach out to us here.

CX
OPERATIONAL EFFICIENCY

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