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Gainsight Survey Engine concept

Gainsight uses big data analytics to monitor customer health according to sales data, usage logs, support tickets, survey responses, financial systems, and sponsor movements.

Company Overview

Gainsight uses big data analytics to monitor customer health according to sales data, usage logs, support tickets, survey responses, financial systems, and sponsor movements. Measure customer health across a variety of data sources 

Project Overview

I was brought on to assist with some general concepting for a survey engine that sat inside of Salesforce. They had an original concept for this that was built very- Their idea for me to come on was to allow them to build it out to be a more fully fit, fledged software. 

Concept Parameters

The initial concept of basically a table view for a list that resided inside a Salesforce instance of all the surveys that were currently running, with a very rudimentary system for creation and distribution of surveys that added many additional steps and processes that from a user experience perspective were quite unwieldy.

To streamline the user experience I sketched out some concepts with tab structure to streamline the process within the already existing salesforce instance that this would sit inside of the instance.

Gainsight Survey Engine concept

Sketches

  • These sketches were used for initial concept creation work and communication with an agile development team who could work from these sketches towards final product delivery
  •  There were 3 different versions worked through in the concept, but this was the final version we went with