Survey, Data Analysis, and Benchmarking System Selection Assistance for a National Library Association

A national library association that provides organizational leadership and support to its public library and higher education library members was working with an antiquated annual survey and benchmarking tool that was difficult to use and did not provide robust reporting functionality nor advanced survey management. Difficulty using the tool by association members caused reduced survey engagement and member dissatisfaction. The association sought a tool that was able to collect data, analyze results, and provide reports and dashboards for benchmarking in a more user-friendly interface.

Build led a system selection that first outlined the workflow process for the annual survey and documented the members’ reporting requirements. Following the outline, Build researched the vendor marketplace, including both custom and off the shelf solutions. Build created an RFP that used the visual workflow to organize and identify the requirements needed in a solution. After reviewing the initial vendor RFP responses, we helped the association narrow down the field to three finalists. Build led solution demonstrations with each vendor, helped formalize scoring, and ultimately assisted the association with the decision. The association was satisfied with the project and their chosen solution. After a very successful prototyping and scoping process, the association chose to lead the implementation process internally in partnership with the system vendor.