Online screening questionnaire – Accounting & Finance Experts

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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) Which country / continent do you work from?*

a) United Kingdom

b) United States of America

c) Other

Please select one option: SINGLE CODE

SQ 1b) Which age band do you fit?*

a) Less than 25

b) 25 - 34

c) 35 - 44

d) 45 - 54

e) 55+

Please select one option: SINGLE CODE

SQ 1c) And In what industry does your organization operate?*

a) Med-tech/ Med devices/ Bio-tech

b) Retail / Wholesale

c) Consumer Packaged Goods

d) Healthcare providers (Hospitals or Private Medical Institutions)

e) Healthcare / medical academia

f) Pharmacy (retail or benefits management)

g) Health Insurance (payers)

h) Manufacturing

i) Energy / Power

j) Oil & Gas

k) Automotive

l) Chemicals

m) Aerospace

n) Banking. Investments, Capital Markets, Financial Services

o) Tax & Accounting (including Audit & Firm Management)

p) Insurance - Life & Annuities, Property & Casualty

q) Semiconductors / Consumer Electronics / Tech Distribution

r) E-Commerce

s) Software / Digital platforms

t) Media, Publishing & Entertainment

u) Food & Beverage

v) Mining

w) Travel and logistics

x) Construction

y) Law Firms / Legal

z) Academia (non-Medical)

bb) Other

Please select one option: SINGLE CODE

Please specify below*

SQ 2a) And how would you describe your influence on your company’s choice in purchasing professional information, software solutions, and related services for tax, audit, accounting and workflow management?*

a) Sole decision maker

b) Authorize spending (and have input)

c) Member of a team that makes the decision

d) Significant influence

e) Some influence

f) Limited / No influence

Please select one option: SINGLE CODE

SQ 2b) And how would you describe your influence on your company’s choice in purchasing professional information, software solutions, and related services in corporate performance management?*

a) Sole decision maker

b) Authorize spending (and have input)

c) Member of a team that makes the decision

d) Significant influence

e) Some influence

f) Limited / No influence

Please select one option: SINGLE CODE

SQ 2c) Approximately, what is your organisation’s annual revenue (operating budget if public sector)?*

a) less than $99m

b) $100 - $299m

c) $300 - $499m

d) $500 - $999m

e) $1 - $7.5bn

f) $7.5bn - $9bn

g) $10bn - $49bn

h) $50bn +

i) Don’t know / unsure

j) Can’t / refuse to say

Please select one option: SINGLE CODE

SQ 3) Approximately, how many employees does your organization have?*

a) 1 - 9 employees

b) 10 - 24 employees

c) 25 - 49 employees

d) 50 - 99 employees

e) 100 - 249 employees

f) 250 - 499 employees

g) 500 - 999 employees

h) 1,000 - 1,999 employees

i) 2,000 - 4,999 employees

j) 5,000+ employees

k) Don’t know / unsure

Please select one option: SINGLE CODE

SQ 4) And which of the following business area(s) is the closest match for your current role / job function? Please select all that apply?*

a) Compliance / Risk Management

b) Collections

c) Customer Experience

d) Customer Service / Customer Care / Contact Center

e) Data Engineering and Analytics

f) Finance / Financial Planning

g) Tax & Accounting

h) Global Business Services (GBS)

i) Information Technology/Digital Technology & Experience

j) Manufacturing / Production

k) Marketing

l) Merchandising

m) Operations

n) Procurement

o) Research & Development (R&D)

p) Regulatory

q) Sustainability

r) Strategy

s) Supply Chain

t) Sales

u) HR

v) Claims Management

w) Underwriting

x) Trust and Safety

y) Legal

z) Information Accessibility / Library / Databasing

aa) Other

Please select one or more options: MULTICODE

Please specify below*

SQ 5) Which of the following titles is the closest match for your current role seniority?*

a) VP

b) Senior VP

c) President

d) C-suite (CEO, CXO etc.)

e) Board member

f) Partner

g) Director

h) Assistant VP

i) Senior Manager

j) Manager

k) Junior management

l) Mid-level

n) None of these

o) Can’t say / refused

Please select one option: SINGLE CODE

SQ 6) And what is your exact job title?*

Thank you for taking the time to complete these screening questions.

We would like to consider inviting you to a 45 minute interview. All responses will be treated anonymously, in strict confidentiality and in line with the 2018 General Data Protection Regulation (GDPR) and the collection of your data is only for the purpose of this study.

SQ 7) Are you comfortable participating in this research?*

a) Yes, that’s fine.

b) No, I am not interested.

c) I don’t know - ask me again in a few days.

Please select one option: SINGLE CODE

APPOINTMENT

Thank-you. We would like to consider inviting you to a 45 minute discussion in the next week or two (preferably wc 28th July, or wc 4th August). Could you suggest two or three times so that we can speak for 45 minutes when it’s mutually convenient.*

Earliest Date and Time*

Next Date and Time (if available)

SQ 8b) Thank-you, I would be grateful if you could confirm a few final details:

Your Name*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link