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​Modernizing Survey Management & Analytics — Migrating to Qualtrics and Integrating Power BI for Real-Time Insights
Client Overview

A global research and consulting firm relied on SurveyMonkey to manage customer and employee feedback surveys across multiple departments.
While functional, the platform posed challenges in scalability, advanced analytics, and automated reporting, limiting their ability to make timely, data-driven decisions.

The Challenge

The client faced growing inefficiencies as the number of surveys increased:
 

  • Limited analytics — SurveyMonkey’s native reports lacked advanced visualization and cross-survey comparison.
     

  • Manual exports — Teams had to frequently download and merge CSV files for analysis.
     

  • Data fragmentation — Insights were siloed across teams, slowing response time.
     

  • Scalability issues — As the survey base expanded, managing large-scale data became cumbersome.
     

The organization wanted a robust, enterprise-grade survey platform integrated with Power BI for automated, real-time analytics.
Our Approach

Insightogram led a complete Survey Management Modernization Initiative, migrating the client’s ecosystem from SurveyMonkey to Qualtrics and establishing a seamless Qualtrics–Power BI integration pipeline.

1

Migration to Qualtrics

  • Migrated all active and historical surveys from SurveyMonkey to Qualtrics XM Platform.
     

  • Recreated survey logic, question types, branching, and response flows for continuity.
     

  • Set up user roles, permissions, and folder structures for secure, multi-department access.

2

Data Integration & Automation

  • Connected Qualtrics API with Power BI for automatic data extraction and refresh.
     

  • Designed ETL workflows using Python and Power Query for data cleaning, transformation, and aggregation.
     

  • Ensured compatibility with multi-language and multi-region survey data models.

3

Power BI Analytics Dashboards

  • Built interactive Power BI dashboards for key metrics such as:
     

    • Response rates, completion time, and satisfaction trends

    • Comparative insights across departments and regions

    • Sentiment and text analytics for open-ended responses
       

  • Implemented role-based access and dynamic filters for department-level reporting.

Web Designing

The Outcome

Post-implementation, the client achieved:
 

  • 100% automation in survey data flow from Qualtrics to Power BI

  • 80% faster report generation across survey teams

  • Enhanced data governance and visibility across regions

  • Ability to track real-time insights and trends directly from the Power BI workspace

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​This transformation allowed the leadership team to make faster, evidence-backed decisions and significantly improved survey engagement rates.

Tools & Technologies Used

  • Qualtrics XM Platform – for survey design, management, and response collection
     

  • Power BI – for advanced analytics and interactive dashboards
     

  • Python / Power Query – for API integration and ETL automation
     

SurveyMonkey (legacy) – source system migrated from

Conclusion

By migrating from SurveyMonkey to Qualtrics and integrating it seamlessly with Power BI, Insightogram enabled the client to build a real-time, insight-driven survey ecosystem.
This shift not only streamlined survey operations but also transformed feedback data into strategic intelligence, empowering leadership to act faster and smarter.

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