Every organization has unique needs, objectives and language. Zappi’s platform offers a wide range of tailorable solutions that allow businesses to customize their research to suit their needs.
Whether you're developing new products, testing ads, or benchmarking, the Tailoring service package gives you the flexibility to customize your surveys and insights to reflect your brand, speak your language, and ensure your KPIs have relevance for your business. You can customize question wording, add or remove questions, and modify reporting layouts and charts to align with how you approach research and use insights to make better decisions.
Best Practice Note: As part of this, it’s important to make the right trade-offs, which is why you work in partnership with Zappi experts to get an appropriate balance of consistency and personalization. There will be some changes that either aren’t advisable because of the impacts on comparability with norms or that don’t work within the technical constraints of an individual solution, but also ways we can recommend tailored approaches based on a good understanding of the desired outcomes and how you want the changed wording or additional metrics to be used in your decision-making.
What’s included in the Tailoring service package?
Tailoring is a specialized package, available on top of any Zappi base service package or purchased separately. It runs for 12 months.
- Setup: Scoping, design and build of a tailored configuration of a Zappi solution or system of solutions.
- Covers: Question wording and order, adding or removing questions, routing, custom scales, reporting layouts, charts, Quick Report updates and dashboards where applicable. For trackers, tailoring covers question wording and adding or removing questions.
- Scope: One system a year, up to 5 solutions or 5 trackers. A two-system option is also available.
- Maintenance: Up to 5 maintenance hours (10 on the two-system option) to keep your tailored solution current as the platform evolves. Extra hours are available if you need them.
Tailoring isn’t available for Amplify surveys.
Need something the package doesn’t cover?
Tailoring configures what the Zappi platform already supports. If your request isn’t covered, speak to your account manager. We may be able to accommodate it based on a mutually agreed scope, outside of the Tailoring package.
Steps to tailor your Zappi solution
Tailoring Zappi’s solutions involves a structured process to ensure alignment with your business needs. For customers with a Tailoring package, here are the key steps:
Step 1: Initial scoping & discovery
- Understanding Your Needs: Meet with Zappi experts to discuss your goals, and how you want to use the tailored solution as well as providing any context around your organization and how you work.
- Identifying Customization Requirements: Determine which parts of the platform or solutions need to be customized, such as question wording or reporting layouts.
- Addressing Limitations: Discuss any potential constraints related to customization options.
Step 2: Solution design proposal
- Question Wording & Reporting Flow: Zappi will propose a design that aligns with your brand’s language and objectives.
- KPI Alignment: Ensure that the solution aligns with your business goals for success measurement.
- Final Proposal: Sign off on the proposed design before development begins.
Step 3: Solution build
- Customizing the Solution: The Zappi team implements the agreed-upon changes, including adding/removing questions and modifying reporting formats.
- Pre-Launch Testing: The tailored solution is built and prepared for testing, taking up to 2-3 weeks depending on complexity.
- Internal Testing: Ensure the solution meets your requirements before proceeding.
Step 4: Solution review & implementation
- Demo & Feedback: Zappi will demonstrate the solution, allowing your team to test it and provide feedback for adjustments.
- Final Adjustments & Sign-Off: Make any final adjustments, and approve the solution for full implementation.
Step 5: Solution goes live
- Platform Integration: The tailored solution becomes available in your Zappi workspace.
- User Training: Zappi provides training to ensure your team understands how to use the tailored solution.
- Playbook Updates: Updated playbooks and guides are shared to help your team navigate the new solution.
Step 6: Keep it current
- Maintenance: Your maintenance hours cover updates and tweaks to your tailored configuration, including when platform releases affect it.
Examples of tailored solutions
1. Quick-Service Restaurant (QSR)
A QSR client customized their suite by:
- Adding essential profiling questions.
- Standardizing filters and subgroup definitions.
- Focusing on core target audiences with specialized charts.
Outcome: Streamlined reporting, reduced analysis errors, and more relevant decision-making.
2. Telecommunications (Telco)
A telco client tailored their advertising suite by:
- Renaming report sections to match internal terminology.
- Adding user interpretation guidance in reports.
- Creating a consistent reporting flow.
Outcome: Simplified analysis and quicker access to insights, with less onboarding time required.
3. Consumer Packaged Goods (CPG)
A CPG company customized their research by:
- Adding two globally consistent questions to all surveys.
- Localizing surveys to reflect regional insights.
Outcome: A balanced solution that ensures global consistency while adapting to local market needs.
Requesting tailoring services in Zappi platform
If you are an existing Zappi user, you can request services straight from the platform. Click on the hand icon on the left hand menu to ‘Request professional services (including consultancy)’. A form will appear where you can add a description of your requirements. Your customer representative or a consultant will be in touch to discuss further.
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