Inclusive Boards Leverages Microsoft Dynamics 365 Customer Voice to Gather Inclusivity Insights
Inclusive Boards, a UK diversity advocate, faced inefficiencies with manual surveys. They implemented Microsoft Dynamics 365 Customer Voice, automating survey design and distribution, enabling real-time data collection and analysis, and enhancing their advocacy with actionable insights.
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Inclusive Boards champions diversity and inclusion in UK boardrooms. To achieve this goal, they require comprehensive data on the state of inclusivity within UK organizations. This case study explores how Inclusive Boards implemented Microsoft Dynamics 365 Customer Voice to transform their data collection methodology, enabling them to gather valuable insights and drive positive change across UK boardrooms.
Inclusive Boards sought a solution to:
- Increase Survey Reach and Participation: Expand their reach beyond traditional methods to gather data from a wider range of UK organizations.
- Improve Data Accuracy and Efficiency: Eliminate manual errors associated with paper-based surveys and streamline data collection and analysis processes.
- Gain Actionable Insights: Obtain real-time data on diversity and inclusion trends to inform advocacy efforts and promote effective change within UK boardrooms.
- Reduce Operational Costs: Minimize resource allocation and associated costs for conducting large-scale surveys.
Microsoft Dynamics 365 Customer Voice provided Inclusive Boards with a comprehensive suite of tools to address their challenges:
Automated Survey Design and Deployment:
Inclusive Boards leveraged the user-friendly interface of D365 Customer Voice to create impactful surveys tailored to their specific needs. The platform offered various question types (multiple choice, open-ended) and branching logic for a dynamic survey experience. Surveys could be easily customized with Inclusive Boards’ branding and messaging.
Omnichannel Distribution:
D365 Customer Voice facilitated survey delivery through various channels:
- Email: Surveys could be embedded within emails or linked to a landing page for online completion.
- SMS: Short and targeted surveys could be delivered via text messages for quick responses on mobile devices.
- Online Links: Surveys could be hosted on a dedicated webpage for easy access.
Real-Time Data Collection and Analysis:
Survey responses were automatically collected and stored within D365 Customer Voice, eliminating manual data entry and minimizing errors. Powerful analytics tools provided real-time insights into response rates, demographics, and key trends.
Actionable Reporting and Analytics:
D365 Customer Voice offered comprehensive data visualization tools that transformed raw survey data into clear and actionable insights. Inclusive Boards could identify areas where UK organizations excelled in inclusivity and areas needing improvement. These insights informed their advocacy efforts and allowed them to develop targeted initiatives and resources to support UK organizations in fostering greater diversity and inclusion within their leadership structures.
Zelite Solutions, a Microsoft partner, collaborated with Inclusive Boards to implement D365 Customer Voice. The process involved:
- Needs Assessment and Solution Design: Zelite Solutions worked closely with Inclusive Boards to understand their specific survey requirements and design a customized solution using D365 Customer Voice functionalities.
- Survey Development and Testing: User-friendly survey templates were created within D365 Customer Voice, incorporating various question types, branching logic, and clear instructions. Rigorous testing ensured the surveys functioned correctly across all distribution channels.
- Multi-Channel Delivery Strategy: A comprehensive strategy was developed to distribute surveys through email, SMS, and online links, considering target audience preferences and maximizing reach.
- Data Security and Compliance: Zelite Solutions ensured all data collected through D365 Customer Voice adhered to stringent data privacy regulations (e.g., GDPR) to maintain participant trust. This included implementing robust security measures and clear data governance policies.
By implementing Microsoft Dynamics 365 Customer Voice, Inclusive Boards achieved significant improvements in their data collection methodology and the impact of their work:
- Increased Survey Reach and Participation: Omnichannel distribution and user-friendly surveys led to a significant increase in survey participation from a wider range of UK organizations. This provided Inclusive Boards with a more comprehensive understanding of the inclusivity landscape within UK businesses.
- Improved Data Efficiency and Accuracy: Automated data collection and analysis eliminated manual errors associated with paper-based surveys and significantly reduced the time required to gather and analyze survey results. This freed up valuable resources for Inclusive Boards to focus on strategic initiatives.
- Data-Driven Advocacy: Real-time insights enabled Inclusive Boards to develop targeted initiatives and advocate for effective change within UK boardrooms. With data to support their claims, they could demonstrate the business case for diversity and inclusion, influencing decision-making within organizations.
- Reduced Operational Costs: Efficient survey processes with automation minimized manual work associated with data entry and analysis. This allowed Inclusive Boards to allocate resources more efficiently and maximize their impact.
The implementation of Microsoft Dynamics 365 Customer Voice by Zelite Solutions empowered Inclusive Boards to significantly enhance their data collection capabilities. They can now conduct larger-scale surveys, reach a broader audience across the UK, and gain valuable real-time insights into inclusivity within various organizations. This data has become a cornerstone of their advocacy efforts, enabling them to drive positive change and promote a more diverse and inclusive leadership landscape across UK boardrooms.
Inclusive Boards' successful implementation of Microsoft Dynamics 365 Customer Voice serves as a prime example of how technology can be leveraged to champion social impact. By utilizing D365 Customer Voice's functionalities, Inclusive Boards can gather critical data, gain actionable insights, and advocate for a more inclusive future for UK boardrooms. This case study demonstrates the power of technology to empower positive change and create a more equitable and representative leadership landscape.
