Automation Tools for the Market Research Industry

Throughout my career in market research, I’ve created dozens of automation tools—ranging from single-purpose macros to complete toolbars—to make work easier and faster for myself and my colleagues. Where could automation help your company?  This list might get you thinking:

  1. Questionnaire builder (Word) featuring automatic numbering of questions, renumbering of questions, response choices, and programming instructions, simple creation of Likert rating scale tables, a library of commonly used questions, and many other time saving features. I can also do Excel-based questionnaire builders. A free trial version of this tool can be downloaded here.
  2. Proposal writing toolbar (PowerPoint) saves many staff hours putting together professional-looking proposals and presentations, featuring branded slide modules, case studies, team bios, and a variety of visual assets.
  3. Qual screener builder (Word) with many of the same features as the questionnaire builder, also automatically creates an Excel recruiting grid for the field agency to report on prospective participants.
  4. Supplier database (Excel) keeps tabs on sub-contractor capabilities, performance, usage, and contact information.
  5. Project History database (Excel) helps salespeople summarize and quantify company experience with a given methodology, industry, or type of respondent.
  6. Trend spotter (Excel) quickly identifies and highlights upward or downward trends in tracking crosstabs based on specified criteria.
  7. Wave adder (Excel & PowerPoint), transfers the latest wave of tracking data from crosstabs to a table on a slide, even if wording has changed slightly, and automatically marks signficant changes and trends.
  8. Transcript stacker (Word) joins multiple transcripts from separate qual sessions into one document, making it easier to search and find verbatim quotations.
  9. Transcript Word to Excel converter (Word & Excel). Starts with Word format transcripts from qual research and helps you tag them and export them into Excel columns, so they are easier to analyze and search by question/topic.
  10. Significance tester (Excel) quickly highlights statistically significant changes.

Contact Bryce to discuss developing similar tools to speed up your research process.