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Customer Hub: Adoption & Expansion Engagement Survey

Adoption & Expansion: Customer Self-Assessment

1. Please provide the information below: *This question is required.
2. Which of the following does your organization have in place?
Space Cell We have thisIt is in progressWe don't have this / I am not sureWe need help
Hyland-specific roadmap (ex. 12 month plan for Hyland product development / expansion)
Enterprise-wide content management / digital transformation strategy
Backlog of content management / automation projects
AI strategy
3. What are some of the biggest challenges your organization is facing over the next 12 months?
Select all that apply.
* Challenges which have the * are ones that are commonly addressed by customers who partner with Hyland Managed Services. The Managed Services team is onsite if the there are any questions or a desire to learn more.  
4. Where would you rank your organization’s content & process management maturity?
 
BASIC 
Content is gathered & used for personal productivity; lack of governance leads to inconsistent information; we define our own tools & workflows.		COLLABORATIVE
Content is managed around a group or project; content is disconnected from core systems & processes; we benefit from improved productivity through collaboration.		INTEGRATED
Content is managed in a core business system; departmental governance improves consistency & usage; menial tasks have been automated.		ALIGNED
Content is managed in alignment with business imperatives; governance is formalized across the enterprise; we access content contextually relevant to tasks.		TRANSFORMATIVE 
Content helps transform customer experience & streamline internal process; governance enables consistency & control; we have flexible technology that enables dynamic management.
5. What are your top priorities when implementing a new solution?

  Order the items from the following list. First select an item with the spacebar to show a menu of possible ranking positions. Next, click a ranking position to order it in the ranked list. Note the menu will display more ordering options as you add items to the ranked list.
6. Which core systems does your organization use today?

Select all that apply:
 
7. What is your organization’s primary approach to solution development?
How did you find this/these partner(s)?
Who is responsible for the enhancement & support of this software? 
What are your primary motivations for buying instead of building (select all that apply)?
8. What is your organization’s primary approach to IT staffing? 
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