{"id":7544,"date":"2025-01-11T16:46:42","date_gmt":"2025-01-11T16:46:42","guid":{"rendered":"https:\/\/noelbeane.com\/staging\/5285\/?p=7544"},"modified":"2025-01-12T05:49:41","modified_gmt":"2025-01-12T05:49:41","slug":"case-cs-surveys","status":"publish","type":"post","link":"https:\/\/noelbeane.com\/staging\/5285\/case-cs-surveys\/","title":{"rendered":"Case &#8211; Survey Touch Points"},"content":{"rendered":"<div class=\"n2_clear\"><ss3-force-full-width data-overflow-x=\"body\" data-horizontal-selector=\"body\"><div class=\"n2-section-smartslider fitvidsignore  n2_clear\" data-ssid=\"69\"><div id=\"n2-ss-69-align\" class=\"n2-ss-align\"><div class=\"n2-padding\"><div id=\"n2-ss-69\" data-creator=\"Smart Slider 3\" data-responsive=\"fullwidth\" class=\"n2-ss-slider n2-ow n2-has-hover n2notransition  \">\n        <div class=\"n2-ss-slider-1 n2_ss__touch_element n2-ow\">\n            <div class=\"n2-ss-slider-2 n2-ow\">\n                                                <div class=\"n2-ss-slider-3 n2-ow\">\n\n                    <div class=\"n2-ss-slide-backgrounds n2-ow-all\"><div class=\"n2-ss-slide-background\" data-public-id=\"1\" data-mode=\"fill\"><div data-color=\"RGBA(255,255,255,1)\" style=\"background-color: RGBA(255,255,255,1);\" class=\"n2-ss-slide-background-color\"><\/div><\/div><\/div>                    <div class=\"n2-ss-slider-4 n2-ow\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1200 400\" data-related-device=\"desktopPortrait\" class=\"n2-ow n2-ss-preserve-size n2-ss-preserve-size--slider n2-ss-slide-limiter\"><\/svg><div data-first=\"1\" data-slide-duration=\"0\" data-id=\"88\" data-slide-public-id=\"1\" data-title=\"NB Case Study Journey Map\" class=\"n2-ss-slide n2-ow  n2-ss-slide-88\"><div role=\"note\" class=\"n2-ss-slide--focus\" tabindex=\"-1\">NB Case Study Journey Map<\/div><div class=\"n2-ss-layers-container n2-ss-slide-limiter n2-ow\"><div class=\"n2-ss-layer n2-ow n-uc-dv1tkzEUC9lv\" data-sstype=\"slide\" data-pm=\"default\"><div class=\"n2-ss-layer n2-ow n-uc-ls6eLt3CMK67\" data-pm=\"default\" data-sstype=\"content\" data-hasbackground=\"0\"><div class=\"n2-ss-section-main-content n2-ss-layer-with-background n2-ss-layer-content n2-ow n-uc-ls6eLt3CMK67-inner\"><div class=\"n2-ss-layer n2-ow n-uc-9CRItQAQi79k\" data-pm=\"normal\" data-sstype=\"layer\"><div class=\" n2-ss-item-image-content n2-ss-item-content n2-ow-all\"><img loading=\"lazy\" decoding=\"async\" id=\"n2-ss-69item1\" alt=\"\" class=\"skip-lazy jetpack-lazy-image\" style=\"width:auto;height:360px\" width=\"800\" height=\"400\" data-skip-lazy=\"1\" src=\"\/\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2025\/01\/NB000_smart_slider_bkg_survey_02.png\" \/><\/div><\/div><\/div><\/div><\/div><\/div><\/div>                    <\/div>\n\n                                    <\/div>\n            <\/div>\n        <\/div>\n        <\/div><ss3-loader><\/ss3-loader><\/div><\/div><div class=\"n2_clear\"><\/div><\/div><\/ss3-force-full-width><\/div>\n\n\n<div class=\"nb-post-header-container wp-block-uagb-container uagb-block-22c80da1 alignfull uagb-is-root-container\"><div class=\"uagb-container-inner-blocks-wrap\">\n<p class=\"nb-post-header\">Case Study: Verisk Claims Survey Touch Points<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"nb-post-2-col-container wp-block-uagb-container uagb-block-ab6928a4 alignfull uagb-is-root-container\"><div class=\"uagb-container-inner-blocks-wrap\">\n<div class=\"nb-post-2-col-container wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"nb-col-left-cta-container wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:30.3%\">\n<div class=\"nb-post-client-frame wp-block-uagb-container uagb-block-be6ad755\">\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"300\" src=\"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2023\/09\/NB000_logos_400x300_Verisk.jpg?resize=400%2C300&#038;ssl=1\" alt=\"Verisk Analytics\" class=\"wp-image-591\" srcset=\"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2023\/09\/NB000_logos_400x300_Verisk.jpg?w=400&amp;ssl=1 400w, https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2023\/09\/NB000_logos_400x300_Verisk.jpg?resize=300%2C225&amp;ssl=1 300w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/figure>\n<\/div>\n\n\n\n<p class=\"nb-post-client-name\">Case IQ<\/p>\n\n\n\n<p class=\"nb-post-client-role\">Sr. Manager UX\/UI Design<\/p>\n\n\n\n<p class=\"nb-post-client-date\">2019<\/p>\n\n\n<div class=\"taxonomy-post_tag nb-case-sidebar-tags-container wp-block-post-terms\"><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/cx-strategy\/\" rel=\"tag\">CX Strategy<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/human-centered-design\/\" rel=\"tag\">Human-Centered Design<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/qualitative-coding\/\" rel=\"tag\">Qualitative Coding<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/system-thinking\/\" rel=\"tag\">System Thinking<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/user-research\/\" rel=\"tag\">User Research<\/a><\/div><\/div>\n\n\n\n<div class=\"nb-col-right-cta-container wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:70%\">\n<p class=\"nb-post-sub-section-h1\">Survey Touch Points: Targeting Audiences for Optimal Insights<\/p>\n\n\n\n<p class=\"nb-post-sub-section-h2\">Summary<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">Before shifting to a customer-first approach, we lacked documented customer feedback at Verisk. That all changed when we started using Medallia experience management software. It allowed us to collect and analyze customer insights, which we then shared with senior leadership. These insights became the foundation for shaping our strategies and roadmaps, both for immediate needs and long-term goals. It\u2019s incredible how the right survey software can transform customer sentiment into actionable plans that truly drive success!<\/p>\n\n\n\n<p class=\"nb-post-sub-section-h2\">Opportunity<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">With solid research on customer personas and workflows, we nailed down the best moments to send out surveys\u2014whether during customer support chats, sales calls, or in-app events. Using survey software, we gained clearer insights into customer sentiment and satisfaction, helping us connect better and make smarter decisions.<\/p>\n\n\n\n<p class=\"nb-post-sub-section-h2\">Challenges<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">Surveys are a powerful tool for understanding customer sentiment, but let\u2019s be real\u2014nobody likes being bombarded with them. The key is balance. With the right survey software, I can strategically plan and track feedback requests, ensuring I know who\u2019s been asked, when, and how often. This way, I avoid frustrating users while still gaining valuable insights to boost satisfaction. It\u2019s all about smarter, not harder!<\/p>\n\n\n\n<p class=\"nb-post-sub-section-h2\">Outcome<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">We rolled out Medallia experience management software, trained our team to pull insights and share results effectively, and crafted a solid strategy for survey deployment. By expanding to over 20 sentiment data touchpoints at key interaction moments, we gained a clearer, more actionable understanding of customer satisfaction.<\/p>\n\n\n\n<div class=\"nb-key-points-container wp-block-uagb-container uagb-block-875ee170\">\n<p class=\"nb-key-points-header\">Key Take Aways<\/p>\n\n\n\n<p class=\"nb-key-points-body\">Using survey software, we gained clearer insights into customer sentiment and satisfaction, helping us connect better and make smarter decisions.<\/p>\n<\/div>\n\n\n\n<div class=\"nb-page-divider wp-block-uagb-container uagb-block-a5f7a32f\"><\/div>\n\n\n\n<p class=\"nb-post-related-h2\">Related Strategies<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"nb-button-pill wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/noelbeane.com\/staging\/5285\/strategy-qualitative-coding\/\">Qualitative Coding<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Case Study: Verisk Claims Survey Touch Points Case IQ Sr. Manager UX\/UI Design 2019 Survey Touch Points: Targeting Audiences for Optimal Insights Summary Before shifting to a customer-first approach, we lacked documented customer feedback at Verisk. That all changed when we started using Medallia experience management software. It allowed us to collect and analyze customer [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"wp-custom-template-nb-home","format":"standard","meta":{"nf_dc_page":"","_uag_custom_page_level_css":"","_swt_meta_header_display":false,"_swt_meta_footer_display":false,"_swt_meta_site_title_display":false,"_swt_meta_sticky_header":false,"_swt_meta_transparent_header":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[22],"tags":[27,76,118,81,78],"class_list":["post-7544","post","type-post","status-publish","format-standard","hentry","category-casestudies","tag-cx-strategy","tag-human-centered-design","tag-qualitative-coding","tag-system-thinking","tag-user-research"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Case - Survey Touch Points | Noel Beane<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/noelbeane.com\/staging\/5285\/case-cs-surveys\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case - Survey Touch Points | Noel Beane\" \/>\n<meta property=\"og:description\" content=\"Case Study: Verisk Claims Survey Touch Points Case IQ Sr. Manager UX\/UI Design 2019 Survey Touch Points: Targeting Audiences for Optimal Insights Summary Before shifting to a customer-first approach, we lacked documented customer feedback at Verisk. 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That all changed when we started using Medallia experience management software. 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