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  2. 2014
  3. September
  4. A
  5. Advisor Email Survey _SWAT
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Exit Survey
 
 
Hello: Thank you for your recent upgrade to the LPL Enhanced Advisor Email platform! We hope you are enjoying the benefits of the new email solution. We would like to get your feedback on your upgrade experience in order that we can effectively upgrade the rest of our advisors. Please complete the following quick survey about your experience through the upgrade process. This survey will take approximately 5 minutes of your time and will provide us with valuable feedback on this effort. Thank you in advance for helping to improve LPL Financial’s technology offerings.
 
 
 
Practice/Organization:
   
 
 
 
Name:
   
 
 
With your email upgrade experience in mind, how satisfied are you with the following aspects of the conversion?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Effectiveness of the communication from the LPL team leading up to conversion day
Effectiveness of the upgrade concierge leading up to conversion day
Ease of the process to collect your office profile information
Information available to you on what to expect on the conversion day
Conversion day experience and getting your email preferences and settings updated
Experience getting mobile devices set-up with email
LPL support and responsiveness to questions during the conversion process
Upgrade concierge support and responsiveness to questions during the conversion process
Post-conversion experience and getting resolution to open issues
Overall conversion experience
 
 
 
Did your upgrade experience match or exceed your expectations coming into the process?
 
Yes
 
No
 
 
 
If no, please explain:
   
 
 
 
Are there any additional upfront communications that would have been helpful to you, or other people in your office, in preparing for the upgrade?
 
Yes
 
No
 
 
 
If yes, please expain:
   
 
 
With your new enhanced email solution in mind, how satisfied are you with the following aspects?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Outlook Web Application (OWA)
Desktop version of email (e.g. Outlook)
Mobile capabilities
Synchronized calendars within the office
Proofpoint spam filtering
Proofpoint email encryption
 
 
 
Do you have any additional comments or feedback on the new email capabilities?
   
 
 
With your enhanced email upgrade experience in mind, how satisfied are you with the following aspects?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
The LPL Training team created more than 4 dozen training resources to prepare you before and after migration and to help you learn the new features of Outlook and Proofpoint. Of these materials, located on the email reference center, in the Resource Center, how satisfied are your with their effectiveness? (e.g. videos, elearning, user guides, etc.)
Quality of support from upgrade concierge
Accessibility of support team
 
 
 
Who was your upgrade concierge?
   
 
 
 
How soon after conversion were you fully functioning at 100%?
 
Same Day
 
Within 1-2 days
 
Within 1 week
 
Within 2-3 weeks
 
More than 3 weeks
 
 
 
Is there anything else that you would like to tell us about your experience with the enhanced email upgrade?
   
 
 
 
On a scale of 1-10, with 10 being couldnt get any better, how would you rate your email upgrade experience?
 
1
 
2
 
3
 
4
 
5
 
6
 
7
 
8
 
9
 
10