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Hello, my name is Donna Green.

Green Custom Consulting has been asked by Vertabase to contact several of its key customers to learn more about how its software is identified and used within your organization. This information will help Vertabase continue to develop and support the software you are using and to assess how it may reach new customers.

Your participation in this study is completely voluntary amd we very much appreciate you agreeing to complete it.

This interview will take approximately 30 minutes.

I want to assure you that the information you provide will be kept confidential. It will only be used by Vertabase to ensure customer's continued success with this produce. The data collected will not be accessible by anyone other than Vertabase and me.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
What is your name?
   
 
 
 
What is your firm's name?
   
 
 
 
Where is your firm located?
   
 
 
 
How many employees are in your firm?
   
 
 
 
How many employees are in the unit(s) that use Vertabase?
   
 
 
 
What industry are you in?
 
Manufacturing
 
Software
 
Government
 
Education
 
Marketing
 
Other
 
 
 
 
How is your Vertabase deployed?
 
In the Cloud, On the Internet
 
On a server at my organization,serviced and maintained by central IT Services
 
On a server at my organization,kept on employee's PC
 
On a server at my organization,kept on employee's MAC
 
 
 
What is your personal connection with Vertabase? (Check all that apply and add comments as needed.)
 
I manage projects that I lead with it
 
I manage projects that I am a team member of
 
I supervise those who are managing these projects
 
I do billing based on the information included in Vertabase
 
I manage client information via Vertabase
 
Other
 

 
 
 
What kinds of projects are put in Vertabase?
 
IT programming projects
 
IT hardware projects
 
Marketing projects for third parties (agency)
 
Marketing projects for internal clients (internal marketing)
 
Web development software development for third parties (service company)
 
IT support
 
Art Department
 
Product development for third parties
 
Product development for own company
 
Other
 

 
 
 
The next few questions will help us understand how Vertabase came to live within your organization
 
 
 
How did you personally become aware of the Vertabase software? (Please list the title of the person who told you about it and their relationship to you, e.g., Director of IT, boss)
   
 
 
 
How did your firm / your contact became acquainted with Vertabase?
   
 
 
 
When Vertabase was purchased for your firm, were you involved in the process? Who else was involved in the buying decision? (Please check the title of all persons who were involved in the purchase of Vertabase.)
 
End user(s)
 
IT services
 
Purchasing unit
 
Supervisor of ______
 
Champion (this is here to figure out if there was a champion and what role he/she played)
 
Other
 

 
 
 
Now we would like to ask about how Vertabase is utilized within the firm.
 
 
 
Who in your firm uses Vertabase/What departments use Vertabase? [Check all that apply.]
 
Sales representatives / Business Development
 
Software Programmers
 
Project Managers - software
 
Project Managers - other
 
Accounting
 
Billing
 
Support Staff
 
Team Leaders
 
Boss of this and other projects / units
 
Other
 

 
 
 
Did Vertabase replace other software or other processes?
 
No
 
Yes
 
 
 
 
What needs was Vertabase bought to fulfill?
 
track development of multiple projects
 
communication among team members
 
data sharing among team members
 
connect long-distant workers
 
budgeting
 
timesheets
 
billable hours
 
track work on project
 
task tracking
 
reporting -- overall summary of progress
 
overview via reports
 
email alerts -- especially if being late, documents uploaded
 
Other

 
 
 
What needs does Vertabase fulfill?
 
track development of multiple projects
 
communication among team members
 
data sharing among team members
 
connect long-distant workers
 
budgeting
 
timesheets
 
billable hours
 
track work on project
 
task tracking
 
reporting -- overall summary of progress
 
overview via reports
 
email alerts -- especially if being late, documents uploaded
 
Other

 
 
 
Do you use it in any other way? Is there any other purpose for which you use it?
   
 
 
 
What do you really value in Vertabase?
 
Reporting
 
Emails
 
Timesheets
 
Task Tracking
 
Other
 

 
 
 
Did Vertabase do anything for your firm that was a pleasant surprise? Something you had not anticipated but which proved beneficial? Are there any other ways you anticipate or would like to use it in the future?
   
 
 
 
Was there anything else you hoped you could do with Vertabase but have not been able to do with it? If so, what?
   
 
 
 
The next few questions ask about who, by title or role -- not names, uses Vertabase within your firm.
 
 
 
Who uses the data in Vertabase within your organization -- directly (inside Vertabase) or indirectly (through reports)?
 
project managers
 
project team members
 
billing department
 
accounting department
 
sales representatives
 
external users, e.g., subcontractor or consultants
 
none -- everyone who could benefit from using Vertabase uses it
 
Other

 
 
 
Who Should use the data in Vertabase within your organization -- directly (inside Vertabase) or indirectly (through reports) but doesn't?
 
project managers
 
project team members
 
billing department
 
accounting department
 
sales representatives
 
external users, e.g. subcontractor or consultants
 
Other
 

 
 
 
Why can't / don't the others use Vertabase?
 
not enough licenses
 
not enough time to train them
 
they just don't want to / can't be bothered
 
Other

 
 
 
How easy is it to bring new people into the Vertabase system? Please respond on a scale from 1 to 5 with 1 being Very Difficult and 5 being Very Easy:
1 Very difficult
2 Difficult
3 Neutral -- like any other software
4 Easy
5 Very Easy
 
 
 
Following up on the last question, what makes it hard or easy to implement Vertabase?
 
Techically
 
Politically
 
Training / Support Needed
 
Personality
 
Expand on above with comments

 
 
 
If you said it was hard to bring others into Vertabase, what could Vertabase do to make it easier to bring others on board?
 
Easy-to-find webcasts
 
Toll free number for support
 
Easy-to-use manuals
 
Targeted help … for users or support personnel
 
Other
 

 
 
 
The next few questions will ask about the 'environment' in which Vertabase lives. That is, hardware, software, operating systems. This will help Vertabase as it moves forwward.
 
 
 
Which of the following types of software are used at your firm?
 
Graphics Design Software:
 
Word Processing: Word, WordPerfect, etc
 
Database software: Access, etc.
 
Spreadsheet software: Excel, etc.
 
Document Editing by Sharing : GoogleDocs, etc.
 
CRM (Customer Relationship Management System) like Sales Force
 
IT Version Control software:
 
Programming software:
 
Inventory control software:
 
Email software:
 
Other - Write in names of above

 
 
 
Of the sofware you and your firm use, what software do you 'live in'? That is, what software does the firm use the most and use regularly?
 
Graphics Design Software:
 
Word Processing: Word, WordPerfect, etc
 
Database software: Access, etc.
 
Spreadsheet software: Excel, etc.
 
Document Editing by Sharing : GoogleDocs, etc.
 
CRM (Customer Relationship Management System) like Sales Force
 
IT Version Control software:
 
Programming software:
 
Inventory control software:
 
Email software:
 
Other - Write in names of above

 
 
 
Is Vertabase used in conjunction with other software?
 
No, it is used as a stand alone system: SKIP the next question
 
Yes, Vertabase is used with other software: RESPOND to the next question
 
 
 
If yes, is it used in conjunction with other software? If yes, what and how and why: (Select all that apply)?
 
Graphics Design Software: ______________________
 
Word Processing: Word, WordPerfect, etc
 
Database software: Access, etc.
 
Spreadsheet softaresoftware: Excel, etc.
 
Document Editing by Sharing : GoogleDocs, etc.
 
CRM,Customer Relationship Management System, e.g., Sales Force
 
IT Version Control software:
 
Programming software:
 
Inventory control software:
 
Email software:
 
Other

 
 
 
Vertabase wants to continue to support you and to reach additional customers. In this regard there are a few questions that may help us better understand our customers and ways Vertabase may be used in the future:
 
 
 
What other people / departments do you / does your department interact with regularly? / Who (position) do you support?
   
 
 
 
What types of information is shared across departments or between your company and another?
   
 
 
 
Would it beneficial to have mobile access to Vertabase (e.g., Smart phone or tablet)?
 
No, not necessary.
 
Yes, and it would be most likely be used to: view data
 
Yes, ...to: view project process e.g.,to share with customer
 
Yes, ... to: input data while in field
 
Other
 

 
 
 
To better understand how Vertabase can be useful to your company I am going to ask you about software used by your organization, I will first ask if it is used, I will then ask if you believe it would be useful for Vertabase to be able to 'interact with it'?
 
 
 
Would 'integration' with other software be useful? Important? Which?
 
Graphics Design Software:
 
Word Processing: Word, WordPerfect, etc
 
Database software: Access, etc.
 
Spreadsheet software:
 
Document Editing by Sharing : GoogleDocs, etc.
 
CRM,(Customer Relationship Management System)e.g., Sales Force
 
IT Version Control software:
 
Programming software:
 
Inventory control software:
 
Email software:
 
Other project software
 
Why would this be useful?
 

 
 
 
What operating system is used on your desktops / laptops?
 
Microsoft Windows
 
Apple's Mac
 
Linux
 
Other:
 
 
 
 
What operating system is used on your server?
 
Microsoft Windows
 
Apple's Mac
 
Linux
 
Other:
 
 
 
 
What software is used to track accounts & stakeholder interactions?
 
A CRM (customer relationship management)
 
A Database, which? Access, Ask Sam, etc.
 
Vertabase
 
None
 
 
 
What software is used for accounting/bookkeeping?
 
SAP
 
Great Plains
 
Oracle
 
QuickBooks
 
Banner
 
PeopleSoft
 
Unknown
 
None
 
 
 
Thank you for helping us to learn how Vertabase is being used within your firm. Your responses to the final few questions will help us in this regard by helping us to better understand who our customers are.
 
 
 
What are your biggest headaches? What are the biggest challenges which you wish you could solve?
   
 
 
 
What problem do you want solved?
   
 
 
 
Do you have any suggestions for enhancements to Vertabase? Note: we are making no promises that changes will be made.. but we would like to know what customers 'wish for'.
 
Allow copying for 'recurring tasks'
 
Allow for drop down menus with repeated lists.
 
Other
 
 
 
 
Do you plan to continue using Vertabase?
 
Yes, will continue to use it as we have been using it
 
Yes, but hope to utlize other features in it
 
Maybe, exploring other options
 
No, going to switch soon
 
Other
 
 
 
 
Do you have any other comments about Vertabase that you would like me to share with Vertabase management?
   
 
 
 
I want to thank you on behalf of Vertabase for taking the time today to respond to our questions. This information will be used to enhance Vertabase's current offerings.