Online screening questionnaire – Use Case Exploration

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Step 1 of 26

Thanks!

Just before we start, I would like to reassure you that any information you provide us with will be treated as confidential, and we will always hold the information you give securely, and delete it when no longer needed. Neither your name, nor the name of your organisation will be revealed to our client.

We conduct all studies in accordance with the UK Market Research Society Code of Conduct and, if you no longer wish to take part in the research, you can tell your interviewer at any time, and we will stop our conversation.

Can we proceed based on the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 1a) First, we are looking for people who work in certain occupations. Can you please tell me if you or any member of your household, relatives or close friends work in any of these professions or industries?*

a) Marketing

b) Journalism

c) Market research

d) Media - TV/Radio/Press

e) Public relations

f) Technology

g) I’m not currently working

h) I’m a homemaker

i) I’m a student

j) I’m retired

k) None of these

Please select one option: SINGLE CODE

SQ 1b) Is it you or is it a close member of your household, relatives or a close friend that works in technology?*

a) I’m the one that works in technology

b) It’s a close member of my household, relatives, or close friends

Please select one option: SINGLE CODE

SQ 2a) And from the following industries, which one do you work in?*

a) Insurance

b) Real Estate

c) Retail / Wholesale

d) Asset Management

e) Manufacturing / Construction

f) Supply Chain

g) Energy & Mining

h) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 2b) And do you work full-time or part-time?*

a) Full-time

b) Part-time

Please select one option: SINGLE CODE

SQ 3) Could you please let me know your full job title?*

a) Chief Executive Officer (CEO)

b) Chief Finance Officer (CFO)

c) Chief Technology Officer (CTO)

d) Head of Treasury

e) Head of Payments

f) Head of Finance

g) Chief Claims Officer (Insurance)

h) Director of Supply Chain (Supply Chain)

i) Anything else

Please select one option: SINGLE CODE

Please describe below*

SQ 4a) What level of decision-making do you have when it comes to transactions with your company’s business bank accounts, including but not limited to payments and processes?*

a) Sole or main decision-maker

b) Joint decision-maker with another member of the team

c) I recommend which vendors or partners to consider, and this then goes to approval committees

d) Someone else makes these decisions

Please select one option: SINGLE CODE

Q4b. How involved are you or your staff in the following activities, if at all?*

	A) Not at all involved in this	B) Occasionally involved in this	C) Regularly involved in this
Treasury or Liquidity Management Ensuring the business has sufficient funds to meet short-term obligations while optimizing cash utilization and ensuring financial stability and efficiency.
Cash Flow Management & Optimization Forecasting, monitoring, and improving cash inflows and outflows to support business operations.
Banking & Payments Managing financial transactions, bank relationships, and payment processes efficiently and securely.
Financial controls and workflow management Establishing internal controls, processes, audits, and financial governance frameworks
Working Capital Management Balancing receivables, payables, and inventory to optimize operational efficiency and financial stability.

Please select one “click” per row

SQ 5a) How often do you or your staff make transactions using your business bank account?*

a) Daily

b) Every other day

c) Weekly

d) Once every one to two weeks

e) Less often than fortnightly

Please select one option: SINGLE CODE

SQ 5b) Does your business use offshore vendors for goods and services where these are paid for via invoice?**

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 5c) What percentage of transactions do these offshore vendors account for?*

a) We don’t use any offshore vendors

b) Less than 10%

c) 10 - 20%

d) 20 - 30%

e) 30 - 40%

f) 40 - 50%

g) More than 50%

Please select one option: SINGLE CODE

SQ 5d) And how does your company process those payments for offshore vendors and services?*

a) Mostly card payments

b) Mostly invoices

c) I don’t know

Please select one option: SINGLE CODE

SQ 6) From the following ranges, which one best represents the size of your company in terms of the number of staff?*

a) 1 to 499

b) 500 to 999

c) 1,000 to 4,999

d) 5,000 to 20,000

e) 20,000 to 30,000

f) 30,000+

Please select one option: SINGLE CODE

SQ 7) Please could you let me know what the turnover of your company was in the last financial year? Company turnover (6th Apr ‘23/5th Apr ‘24)*

Please describe above (£m)

Finally, I’d like to check that you have suitable video conferencing familiarity / tools for this discussion, and that you’re comfortable with GDPR requirements:

SQ 8) On a scale of 5 (very confident) down to 1 (not at all confident), how confident are you using video conferencing tools like MS Teams / Zoom?*

1) Not at all confident

2) Not very confident

3) Neither /Nor

4) Fairly confident

5) Very confident

Please select one option: SINGLE CODE

SQ 9) Which of the following do you have and use regularly?*

a) Smartphone

b) Tablet

c) Laptop computer

d) Desktop computer

e) None of the above

Please select one or more options: MULTICODE

SQ 10) Does your desktop / laptop have the following?*

a) Latest browser update

b) A built-in / external camera

c) A built-in / external microphone

Please select one or more options: MULTICODE

SQ 11) Do you have a strong, steady internet connection at home or at work?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 12) You will need to be in a quiet environment during your interview session where you will not be driving or interrupted. Will you be able to do this?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 13) The nature of video conferencing means that others on the call will be able to see and hear you - this will include the researcher you are speaking to and, potentially, with the end-client observing. Do you give your consent for this?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 14) The overall research findings might be published in the public domain, in the form of a report. Your identity and your company name will not be revealed, and any quotes you provide will be anonymized and not attributed to you. Do you give your consent for this?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 15a) Market Research Society Code of Conduct

During this recruiting / interviewing process, we are working to the Market Research Society Code of Conduct meaning that any feedback you provide will be held in the strictest confidence and will only be used for the purposes of this, specific research. It will also be fed back to our client anonymously unless you request otherwise. No individual will be identifiable in the results, and nothing will be sold to you as a result of this discussion - we are just interested in your experience and views. Accordingly, I would like to check a few GDPR details with you:

SQ 15ai) You understand that the interview will be taking place online on a platform called Discuss.io, and that any potential observers from the client company might be present and viewing the interview. By nature of taking part in the research you are visible to the researcher/client.*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ 15aii) If invited to take part in the research, clients may be observing remotely. Do you accept this?*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ 15aiii) I agree that my data will be stored securely for up to 6 months, for the purpose of this project only. After this time has passed, my data will be electronically shredded by Ipsos and any platform/providers.*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ 15iv) If invited to take part, you will be audio recorded during the research and this will be shared with the client sponsoring this research. You will be asked to sign a specific agreement explaining this, the recordings will NOT be used for any external marketing purposes and your full name and any contact details would be excluded and anonymised. As above, any recordings would be electronically shredded by Ipsos UK and any platform providers 6 months after the research has completed. Do you accept this?*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ 15v) If invited to take part, you will be video recorded during the research. You will be asked to sign a specific agreement explaining this, the recordings will NOT be used for any external marketing purposes. As above, any recordings would be electronically shredded by Ipsos UK and any platform providers, 6 months after the research has completed. Do you accept this?*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ 15vi) If invited to take part, a transcript of your interview would be shared with the client sponsoring this research. This transcript would be anonymised, and it would be used for internal research purposes only. Your name and that of your business would not be included in those transcripts. Do you accept this?*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ 15vii) In order to enrich the reports that we write, we frequently add quotations from participants. Do you agree to anonymised written quotations in the report and transcripts?*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ viii) Quotations from this research may be used in the media. These will be anonymised and not attributed to you. Do you accept this?*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

SQ ix) RE-CONTACTING - Ipsos may want to contact you about this SPECIFIC PIECE OF research after THE RESEARCH EVENT - THIS WOULD BE WITHIN THE NEXT 6 MONTHS, do you accept?*

Yes, I accept this

No, I do not accept this

Please select one option: SINGLE CODE

Thank-you - we would like to consider inviting you to take part in this research which consists of a 1-hour interview via Discuss.io which will help us understand the goals and priorities of executives responsible for customer education, customer success, net revenue retention and how well various prototypes we present them satisfy their unmet needs.

SQ 15b) Are you happy to take part in the interview as described?*

a) Yes

b) No

Please select one option: SINGLE CODE

Thanks - we will be interviewing from Tuesday 11th February onward - could you advise of two or three suitable interview times (preferably 15, 30, 45 mins or on the hour), so that we can speak for up to 60 minutes when it’s mutually convenient.*

Earliest Date and Time*

Next Date and Time (if available)

SQ 15c) Thank-you, I would be grateful if you could confirm a few final details:

Your Name*

Your Job Title*

Your age and date of birth*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link

SQ 15d) And finally, which of the following best describes your gender?*

a) Man

b) Woman

c) Non-binary

d) My gender is not listed

e) Prefer not to say