Survey Modernization Case Study - Insightogram
Modernization Initiative

Modernizing Survey Analytics & Management

Migrating to Qualtrics and Integrating Power BI to create a real-time, automated insights ecosystem for a global research firm.

Client
Global Research Firm
Industry
Consulting
Solution
Migration & Analytics
Background

Client Overview

A global research and consulting firm relied on SurveyMonkey to manage customer and employee feedback surveys across multiple departments. While functional, the platform posed challenges in scalability, advanced analytics, and automated reporting, limiting their ability to make timely, data-driven decisions.
The Problem

The Challenge

The client faced growing inefficiencies as the survey base expanded, making data management cumbersome.

01

Limited Analytics

Legacy reports lacked advanced visualization and cross-survey comparison, stalling deeper insights.

02

Manual Exports

Teams frequently downloaded and merged CSV files manually, a process prone to errors and delays.

03

Data Fragmentation

Insights were siloed across different teams and departments, slowing down the overall response time.

04

Scalability Issues

As the volume of surveys increased, the existing infrastructure struggled to manage large-scale data efficiently.

They needed a robust, enterprise-grade platform integrated with Power BI for automated, real-time analytics.
Our Approach

The Solution

Insightogram led a complete modernization initiative, establishing a seamless Qualtrics–Power BI integration pipeline.

1

Migration to Qualtrics

  • Migrated active and historical surveys from SurveyMonkey to the Qualtrics XM Platform.
  • Recreated complex survey logic, branching, and response flows to ensure continuity.
  • Established secure, multi-department access through role-based permissions.
2

Data Integration & Automation

  • Connected the Qualtrics API with Power BI for automatic data extraction and scheduled refreshes.
  • Designed ETL workflows using Python and Power Query for cleaning, transformation, and aggregation.
  • Ensured compatibility with multi-language and multi-region data models.
3

Power BI Analytics Dashboards

  • Built interactive dashboards tracking response rates, completion times, and satisfaction trends.
  • Enabled sentiment and text analytics for open-ended responses to capture qualitative insights.
  • Implemented dynamic filters for granular, department-level reporting.
Results

The Outcome

This transformation transformed feedback data into strategic intelligence, empowering leadership to act faster.

100%
Automation in survey data flow
80%
Faster report generation across teams
Global
Enhanced data governance and visibility
Live
Real-time tracking from Power BI workspace
Technology

Tools & Technologies

QM

Qualtrics XM

Survey Design & Management

PBI

Power BI

Advanced Analytics & Dashboards

PY

Python / ETL

API Integration & Automation

SM

SurveyMonkey

Legacy Source System

Impact

Conclusion

By migrating from SurveyMonkey to Qualtrics and integrating it seamlessly with Power BI, Insightogram enabled the client to build a real-time, insight-driven survey ecosystem. This shift streamlined operations and significantly improved survey engagement rates.