Online screening questionnaire – Trends in Financial Software

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Step 1 of 16

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 1) First, could you tell me in which of the following regions is you employer primarily based?*

a) North America

b) United Kingdom

c) Europe (excluding UK)

d) Other

Please select one option: SINGLE CODE

SQ 2) And which of the statements below best describe your employment status?*

a) Employed full-time (35+ hours weekly)

b) Employed part-time

c) Self-employed

d) A student

e) A homemaker or caregiver

f) Retired

g) Unemployed

h) None of the above

Please select one option: SINGLE CODE

SQ 3) Which of the following best describes your seniority within your organisation?*

a) C-Level / Board Director

b) Vice President (including Executive VP, Senior VP etc)

c) Department Head or Line of Business Head

d) Senior Director or Director

e) Senior Manager or Manager

f) Senior Analyst or Analyst

g) Staff member or individual contributor

h) None of the above

Please select one option: SINGLE CODE

SQ 4) Which of the following best describes the department / division in which you work?*

a) Customer support

b) IT

c) Finance

d) Human Resources

e) Legal

f) Research and Development (R&D)

g) Manufacturing

h) Procurement

i) Marketing

j) Sales

k) None of the above

Please select one option: SINGLE CODE

SQ 5) Which of the following best describes the size of your organisation, including all locations?*

a) Fewer than 100 employees

b) 100 - 249 employees

c) 250 - 499 employees

d) 500 - 999 employees

e) 1,000 - 5,000 employees

f) 5,000 employees or more

g) I don’t know

Please select one option: SINGLE CODE

SQ 6) Which of the following most closely fits the size of your organisation’s annual revenues for the last year your accounts were published (including all locations worldwide)? Your best estimate is fine.*

a) Up to £10m

b) Between £10m and £25 million

c) Between £25m and £250m

d) Between £250m and £500m

e) Between £500m and £1,000m

f) More than £1,000m

g) I don’t know

Please select one option: SINGLE CODE

SQ 7) Which of the following most closely describes your organisation’s sector?*

a) Automotive

b) Construction

c) Financial services

d) Healthcare

e) Local Government

f) Manufacturing

g) Media & Entertainment

h) Not-for-profit

i) Professional services

j) Retail

k) Education

l) Other

Please select one option: SINGLE CODE

Please describe above:*

SQ 8) And please could you indicate your level of involvement in the specification, evaluation, or selection of finance systems within your organisation?*

a) I am the final decision-maker

b) I am part of the team that makes these decisions

c) I influence these decisions

d) I have no input into these decisions

e) I don’t know

Please select one option: SINGLE CODE

SQ 9a) Please describe, in a couple of sentences, your responsibilities for and your recent experiences of using finance systems in your organisation?*

Please describe above

SQ 9b) Again in a couple of sentences, please outline any frustrations with the finance system used in your organisation.*

Please describe above

And, finally, what current software providers you are using for:

SQ 10i) Accounts Payable*

Please describe above

SQ 10ii) Tax & Compliance*

Please describe above

SQ 10iii) Financial Planning & Analysis*

Please describe above

SQ 10iv) Enterprise Resource Planning*

Please describe above

SQ 10v) Extended Planning & Analysis*

Please describe above

CONSENT

Thank-you - we would like to consider inviting you to take part in this research which consists of a 60 minute interview via Zoom.

In taking part in the interview, you agree that your response will be recorded and transcribed - these will only be used for the initial research process. Results will be reported in aggregate, and nothing will be attributed back to you personally.

SQ 11) Are you happy to take part in the interview as described?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 12) 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 12i) 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.*

Yes, I accept this

No, I do not accept this

SQ 12ii) If invited to take part, you will be audio recorded during the research - however 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

SQ 12iii) If invited to take part, a transcript of your interview would probably be taken. This transcript would be used for internal research purposes only. Your name and that of your business would not be included in the final research results. Do you accept this?*

Yes, I accept this

No, I do not accept this

SQ 12iv) 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

SQ 12v) RE-CONTACTING - we 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

APPOINTMENT

Thanks - we will be interviewing from Monday 23rd June onward - could you advise of two or three suitable interview times (preferably after 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)

Thank-you - I would be grateful if you could confirm a few final details:

Your Name*

Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link