2023 CI + SSI Business Resources Deep Dive Survey

CI + SSI Business Resources Deep Dive Survey

1. Describe your firm's primary focus area or specialty. *This question is required.

2. How many employees (including you) does your company currently have?

3. How many pieces of software does your company currently rely on as a core business resource to optimize operations? (Examples would include ERP, CRM, HR, PM, design, time-tracking software, etc.)

Approximately how often does your company purchase new business resource software? (Examples would include ERP, CRM, HR, PM, design, time-tracking software, etc.)

4. Rank the importance of the following criteria when your company is selecting business resource software. (1 = most important; 7 = least important) Note: for the following table each column is restricted to a single answer across all rows.

	1	2	3	4	5	6	7
Price	Rank Price as 1 out of 7	Rank Price as 2 out of 7	Rank Price as 3 out of 7	Rank Price as 4 out of 7	Rank Price as 5 out of 7	Rank Price as 6 out of 7	Rank Price as 7 out of 7
Speed	Rank Speed as 1 out of 7	Rank Speed as 2 out of 7	Rank Speed as 3 out of 7	Rank Speed as 4 out of 7	Rank Speed as 5 out of 7	Rank Speed as 6 out of 7	Rank Speed as 7 out of 7
Support/customer service	Rank Support/customer service as 1 out of 7	Rank Support/customer service as 2 out of 7	Rank Support/customer service as 3 out of 7	Rank Support/customer service as 4 out of 7	Rank Support/customer service as 5 out of 7	Rank Support/customer service as 6 out of 7	Rank Support/customer service as 7 out of 7
Compatibility with other software	Rank Compatibility with other software as 1 out of 7	Rank Compatibility with other software as 2 out of 7	Rank Compatibility with other software as 3 out of 7	Rank Compatibility with other software as 4 out of 7	Rank Compatibility with other software as 5 out of 7	Rank Compatibility with other software as 6 out of 7	Rank Compatibility with other software as 7 out of 7
Mobile device accessibility	Rank Mobile device accessibility as 1 out of 7	Rank Mobile device accessibility as 2 out of 7	Rank Mobile device accessibility as 3 out of 7	Rank Mobile device accessibility as 4 out of 7	Rank Mobile device accessibility as 5 out of 7	Rank Mobile device accessibility as 6 out of 7	Rank Mobile device accessibility as 7 out of 7
Reputation	Rank Reputation as 1 out of 7	Rank Reputation as 2 out of 7	Rank Reputation as 3 out of 7	Rank Reputation as 4 out of 7	Rank Reputation as 5 out of 7	Rank Reputation as 6 out of 7	Rank Reputation as 7 out of 7
Security of data	Rank Security of data as 1 out of 7	Rank Security of data as 2 out of 7	Rank Security of data as 3 out of 7	Rank Security of data as 4 out of 7	Rank Security of data as 5 out of 7	Rank Security of data as 6 out of 7	Rank Security of data as 7 out of 7

5. In general, does your company prefer to use business resource software built for a single purpose or software that is end-to-end/turnkey?

6. In general, which type of business resource software do you prefer?

7. Which of these categories of business resource software does your firm currently use? (multiple responses permitted)

8. How much would you estimate that your business resource software improves your company's bottom-line profits in an average year?

9. Rank the following ways in which business resource software can help businesses like yours. (1 = most important; 9 = least important) Note: for the following table each column is restricted to a single answer across all rows.

	1	2	3	4	5	6	7	8	9
Ability to install projects faster	Rank Ability to install projects faster as 1 out of 9	Rank Ability to install projects faster as 2 out of 9	Rank Ability to install projects faster as 3 out of 9	Rank Ability to install projects faster as 4 out of 9	Rank Ability to install projects faster as 5 out of 9	Rank Ability to install projects faster as 6 out of 9	Rank Ability to install projects faster as 7 out of 9	Rank Ability to install projects faster as 8 out of 9	Rank Ability to install projects faster as 9 out of 9
Less general waste in the field/reduced errors	Rank Less general waste in the field/reduced errors as 1 out of 9	Rank Less general waste in the field/reduced errors as 2 out of 9	Rank Less general waste in the field/reduced errors as 3 out of 9	Rank Less general waste in the field/reduced errors as 4 out of 9	Rank Less general waste in the field/reduced errors as 5 out of 9	Rank Less general waste in the field/reduced errors as 6 out of 9	Rank Less general waste in the field/reduced errors as 7 out of 9	Rank Less general waste in the field/reduced errors as 8 out of 9	Rank Less general waste in the field/reduced errors as 9 out of 9
Ability to close more sales	Rank Ability to close more sales as 1 out of 9	Rank Ability to close more sales as 2 out of 9	Rank Ability to close more sales as 3 out of 9	Rank Ability to close more sales as 4 out of 9	Rank Ability to close more sales as 5 out of 9	Rank Ability to close more sales as 6 out of 9	Rank Ability to close more sales as 7 out of 9	Rank Ability to close more sales as 8 out of 9	Rank Ability to close more sales as 9 out of 9
Ability to stay in touch with clients more effectively	Rank Ability to stay in touch with clients more effectively as 1 out of 9	Rank Ability to stay in touch with clients more effectively as 2 out of 9	Rank Ability to stay in touch with clients more effectively as 3 out of 9	Rank Ability to stay in touch with clients more effectively as 4 out of 9	Rank Ability to stay in touch with clients more effectively as 5 out of 9	Rank Ability to stay in touch with clients more effectively as 6 out of 9	Rank Ability to stay in touch with clients more effectively as 7 out of 9	Rank Ability to stay in touch with clients more effectively as 8 out of 9	Rank Ability to stay in touch with clients more effectively as 9 out of 9
Improved documentation	Rank Improved documentation as 1 out of 9	Rank Improved documentation as 2 out of 9	Rank Improved documentation as 3 out of 9	Rank Improved documentation as 4 out of 9	Rank Improved documentation as 5 out of 9	Rank Improved documentation as 6 out of 9	Rank Improved documentation as 7 out of 9	Rank Improved documentation as 8 out of 9	Rank Improved documentation as 9 out of 9
More efficient billing	Rank More efficient billing as 1 out of 9	Rank More efficient billing as 2 out of 9	Rank More efficient billing as 3 out of 9	Rank More efficient billing as 4 out of 9	Rank More efficient billing as 5 out of 9	Rank More efficient billing as 6 out of 9	Rank More efficient billing as 7 out of 9	Rank More efficient billing as 8 out of 9	Rank More efficient billing as 9 out of 9
Track leads	Rank Track leads as 1 out of 9	Rank Track leads as 2 out of 9	Rank Track leads as 3 out of 9	Rank Track leads as 4 out of 9	Rank Track leads as 5 out of 9	Rank Track leads as 6 out of 9	Rank Track leads as 7 out of 9	Rank Track leads as 8 out of 9	Rank Track leads as 9 out of 9
Ability to improve/define your business process	Rank Ability to improve/define your business process as 1 out of 9	Rank Ability to improve/define your business process as 2 out of 9	Rank Ability to improve/define your business process as 3 out of 9	Rank Ability to improve/define your business process as 4 out of 9	Rank Ability to improve/define your business process as 5 out of 9	Rank Ability to improve/define your business process as 6 out of 9	Rank Ability to improve/define your business process as 7 out of 9	Rank Ability to improve/define your business process as 8 out of 9	Rank Ability to improve/define your business process as 9 out of 9
To see key financial and operation dashboards and KPIs	Rank To see key financial and operation dashboards and KPIs as 1 out of 9	Rank To see key financial and operation dashboards and KPIs as 2 out of 9	Rank To see key financial and operation dashboards and KPIs as 3 out of 9	Rank To see key financial and operation dashboards and KPIs as 4 out of 9	Rank To see key financial and operation dashboards and KPIs as 5 out of 9	Rank To see key financial and operation dashboards and KPIs as 6 out of 9	Rank To see key financial and operation dashboards and KPIs as 7 out of 9	Rank To see key financial and operation dashboards and KPIs as 8 out of 9	Rank To see key financial and operation dashboards and KPIs as 9 out of 9

10. Thinking about business resource software, how many of these resources has your company purchased and later abandoned?

11. What are the reasons your company abandons business resource software? (please rank: 1= biggest reason; 10 = least reason) Note: for the following table each column is restricted to a single answer across all rows.

	1	2	3	4	5	6	7	8	9
My company outgrew it	Rank My company outgrew it as 1 out of 9	Rank My company outgrew it as 2 out of 9	Rank My company outgrew it as 3 out of 9	Rank My company outgrew it as 4 out of 9	Rank My company outgrew it as 5 out of 9	Rank My company outgrew it as 6 out of 9	Rank My company outgrew it as 7 out of 9	Rank My company outgrew it as 8 out of 9	Rank My company outgrew it as 9 out of 9
It had too many bugs/didn't work well	Rank It had too many bugs/didn't work well as 1 out of 9	Rank It had too many bugs/didn't work well as 2 out of 9	Rank It had too many bugs/didn't work well as 3 out of 9	Rank It had too many bugs/didn't work well as 4 out of 9	Rank It had too many bugs/didn't work well as 5 out of 9	Rank It had too many bugs/didn't work well as 6 out of 9	Rank It had too many bugs/didn't work well as 7 out of 9	Rank It had too many bugs/didn't work well as 8 out of 9	Rank It had too many bugs/didn't work well as 9 out of 9
Too complicated/difficult for my team to run/operate	Rank Too complicated/difficult for my team to run/operate as 1 out of 9	Rank Too complicated/difficult for my team to run/operate as 2 out of 9	Rank Too complicated/difficult for my team to run/operate as 3 out of 9	Rank Too complicated/difficult for my team to run/operate as 4 out of 9	Rank Too complicated/difficult for my team to run/operate as 5 out of 9	Rank Too complicated/difficult for my team to run/operate as 6 out of 9	Rank Too complicated/difficult for my team to run/operate as 7 out of 9	Rank Too complicated/difficult for my team to run/operate as 8 out of 9	Rank Too complicated/difficult for my team to run/operate as 9 out of 9
It was not compatible with other pieces of software	Rank It was not compatible with other pieces of software as 1 out of 9	Rank It was not compatible with other pieces of software as 2 out of 9	Rank It was not compatible with other pieces of software as 3 out of 9	Rank It was not compatible with other pieces of software as 4 out of 9	Rank It was not compatible with other pieces of software as 5 out of 9	Rank It was not compatible with other pieces of software as 6 out of 9	Rank It was not compatible with other pieces of software as 7 out of 9	Rank It was not compatible with other pieces of software as 8 out of 9	Rank It was not compatible with other pieces of software as 9 out of 9
Too expensive	Rank Too expensive as 1 out of 9	Rank Too expensive as 2 out of 9	Rank Too expensive as 3 out of 9	Rank Too expensive as 4 out of 9	Rank Too expensive as 5 out of 9	Rank Too expensive as 6 out of 9	Rank Too expensive as 7 out of 9	Rank Too expensive as 8 out of 9	Rank Too expensive as 9 out of 9
Poor support/training from provider	Rank Poor support/training from provider as 1 out of 9	Rank Poor support/training from provider as 2 out of 9	Rank Poor support/training from provider as 3 out of 9	Rank Poor support/training from provider as 4 out of 9	Rank Poor support/training from provider as 5 out of 9	Rank Poor support/training from provider as 6 out of 9	Rank Poor support/training from provider as 7 out of 9	Rank Poor support/training from provider as 8 out of 9	Rank Poor support/training from provider as 9 out of 9
Required dedicated hardware that we could not accommodate	Rank Required dedicated hardware that we could not accommodate as 1 out of 9	Rank Required dedicated hardware that we could not accommodate as 2 out of 9	Rank Required dedicated hardware that we could not accommodate as 3 out of 9	Rank Required dedicated hardware that we could not accommodate as 4 out of 9	Rank Required dedicated hardware that we could not accommodate as 5 out of 9	Rank Required dedicated hardware that we could not accommodate as 6 out of 9	Rank Required dedicated hardware that we could not accommodate as 7 out of 9	Rank Required dedicated hardware that we could not accommodate as 8 out of 9	Rank Required dedicated hardware that we could not accommodate as 9 out of 9
Lack of time to dedicate to appropriately onboard	Rank Lack of time to dedicate to appropriately onboard as 1 out of 9	Rank Lack of time to dedicate to appropriately onboard as 2 out of 9	Rank Lack of time to dedicate to appropriately onboard as 3 out of 9	Rank Lack of time to dedicate to appropriately onboard as 4 out of 9	Rank Lack of time to dedicate to appropriately onboard as 5 out of 9	Rank Lack of time to dedicate to appropriately onboard as 6 out of 9	Rank Lack of time to dedicate to appropriately onboard as 7 out of 9	Rank Lack of time to dedicate to appropriately onboard as 8 out of 9	Rank Lack of time to dedicate to appropriately onboard as 9 out of 9
Lack of company buy-in	Rank Lack of company buy-in as 1 out of 9	Rank Lack of company buy-in as 2 out of 9	Rank Lack of company buy-in as 3 out of 9	Rank Lack of company buy-in as 4 out of 9	Rank Lack of company buy-in as 5 out of 9	Rank Lack of company buy-in as 6 out of 9	Rank Lack of company buy-in as 7 out of 9	Rank Lack of company buy-in as 8 out of 9	Rank Lack of company buy-in as 9 out of 9

12. Has your company ever tried to develop its own custom, proprietary software for business resources?

13. What requests/advice would you give to makers of business resource software? Are they missing an area of functionality?

14. Is there an area of needed improvement when it comes to business resource software? Are there changes or new types of software you would like to see developed for your business?