Creating client surveys in the Audit Experience
Has anyone been successful at using Workiva Audit Experience to create, send out and gather responses to post audit client surveys?
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We have not done this, but what a great idea. Following to see if anyone else has successfully done this. We currently use Microsoft Forms for these surveys. I think it's also helpful to have them in person based on the individual. Sometimes you get better feedback/ context on responses that way.
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We have thought about doing this in Workiva and think it is a great idea. We are currently using Microsoft Forms. However, we are planning on trying to use the certification/processes to try and create and send out surveys but we have not done it yet.
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We currently use survey monkey, but are interested in how it goes in Wdesk. We considered migrating into Wdesk but there wasn't an "easy" way to do it and the reporting/analytics in survey monkey are very useful.
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At first glance I would have suggested to use the Certifications functionality but I think the possibilities for reviewing and analyzing the answers are limited. Maybe an idea for the developers, to extend the Certfificatons functionality?
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You could use processes or assessments, these both work well to create a survey template, sending and gathering the results the issue is on how you want to collate and view the results. The visuals were lacking for us, so we moved to MS forms.
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Mike Davis lots of comments on this, any suggestions, future plans?
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Hi Michelle!
The good news is we have a very recent use case for this and do have a solution using Assessments. To get this going, we'd suggest connecting with your CSM to get started.
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