Online screening questionnaire – Financial Management Systems

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Before we begin, I would like to assure you of our commitment to privacy protection and that any information you provide will be treated confidentially, stored securely, and deleted when no longer needed. Neither your name nor the name of your organisation will be revealed to any third party not connected with this study, and you will be given the opportunity to remain anonymous.

Your information is used solely for the purposes outlined in this survey. We will keep your data confidential and never sell or resell it for any other purpose. Participation is voluntary and can be discontinued at any time.

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) For how many years have you worked for your current company?*

a) Less than 1 year

b) 1 to 3 years

c) 3 to 5 years

d) 5 to 7 years

e) 7 to 9 years

f) More than 9 years

Please select one option: SINGLE CODE

SQ 2) Which of the following best describes your industry?*

a) Professional services

b) Construction

c) Retail

d) Nonprofit

e) Software/SaaS

f) Financial Services

g) Wholesale & Distribution

h) Healthcare

i) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 3) And which of the following best describes your company structure?*

a) Sole Trader

b) Partnership

c) (Private) Limited company

d) Public Limited Company (Plc)

e) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 4) What is the approximate annual turnover of the business?**

a) Less than £500k

b) £500k - £999k

c) £1million - £1.5million

d) £1.51 million to £3 million

e) £3.01 million to £5 million

f) More than £5.01 million

Please select one option: SINGLE CODE

SQ 5) How many employees does your company have?*

a) None, just myself

b) 1 to 4

c) 5 to 10

d) 11 to 29

e) 30 to 50

f) 51 to 100

g) More than 101

Please select one option: SINGLE CODE

SQ 6a) How many businesses do you run, or are you a part of?*

a) 1

b) 2 to 5

c) More than 5

Please select one option: SINGLE CODE

SQ 6b) Who in your company is responsible for the decision-making when it comes to choosing accountancy software?*

a) Me, solely

b) Me, jointly with someone else

c) Someone else, but I am involved in the decision-making process

d) Someone else (please advise below)

Please select one option: SINGLE CODE

Please advise below*

SQ 7) Which of the following does your business use to manage your company accounts?*

a) Xero

b) Sage

c) QuickBooks

d) FreshBooks

e) Oracle

f) NetSuite

g) SAP

h) Spreadsheets (e.g. MS Excel)

i) None of the above

j) Other, accountancy software

Please select one or more options: MULTICODE

Please specify below*

SQ 8) How long have you been using your leading current accountancy software?

Please advise above

SQ 9) How satisfied are you with your current accountancy software?*

a) Very satisfied

b) Somewhat satisfied

c) Somewhat dissatisfied

d) Very dissatisfied

e) Don’t know / Not sure

Please select one option: SINGLE CODE

SQ 10) How open are you to changing to a new accountancy software in the next 12 months?*

a) Very open

b) Somewhat open

c) Not very open

d) Not at all open

Please select one option: SINGLE CODE

SQ 11) And of the following accountancy software, which of these would you consider switching to?*

a) Sage

b) Xero

c) Quickbooks

d) Oracle

e) Netsuite

f) Other

Please select one or more options: MULTICODE

Please specify below*

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

Please note that the interview will be recorded and transcribed, but only the project teams will have access to this material.
The recordings will not be used for marketing purposes or shared with any third parties. You have the right to access, correct, or withdraw your data from this research at any time, or to restrict or object to its processing.
If you choose to withdraw, please contact us, and all recordings will be immediately deleted.
All recordings and transcripts will be deleted once the project is complete, and any resulting analysis will be depersonalised to protect your anonymity.

SQ 12) 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

CONSENT

Thank you - I’d be grateful if you could confirm the following:

G1 I will participate in a 60 minute online interview taking place between Mon, 10th November and Fri, 21st November.*

a) Yes

b) No

Please select one option: SINGLE CODE

G2 I have a strong, reliable internet connection, which allows video calls without buffering.*

a) Yes

b) No

Please select one option: SINGLE CODE

G3 I am comfortable using technology (internet, Microsoft Teams, Zoom etc), and have a PC or laptop with working audio and video.*

a) Yes

b) No

Please select one option: SINGLE CODE

G4 I can join 5 minutes early to ensure my camera and microphone are working.*

a) Yes

b) No

Please select one option: SINGLE CODE

G5 I consent to sharing my screen and for the interview being video recorded (to provide your client with a better 'view' and market research perspective).*

a) Yes

b) No

Please select one option: SINGLE CODE

APPOINTMENT

Thank you - I’d be grateful if you could advise of two or three suitable interview times (preferably at 15, 30, 45 mins past or on the hour), so that we can speak for up to 60 minutes (between Mon, 10th Nov and Fri, 21st Nov) 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*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link