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How To Do a Field Research Project Using an iPad

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How To Do a Field Research Project Using an iPad

  1. 1. How To Run A Field Research Project <br />with SurveyPocket’s iPad App<br />Esther LaVielle<br />John Johnson <br />
  2. 2. About Us<br /><ul><li> SurveyPocket is created by SurveyAnalytics
  3. 3. Started in 2002 in Seattle, WA
  4. 4. #12 on Puget Sound Journal's Top 100 in Washington
  5. 5. Over 6K+ clients and growing!</li></ul>- SurveyPocket, QuestionPro, SurveyAnalytics, MicroPoll, IdeaScale, SurveySwipe, QSample, MicroPanel<br />Presenters:<br />Esther LaVielle & John Johnson - SurveyAnalytics <br />12 years of combined experience in project management, market research, and software application training<br />
  6. 6. What Is SurveyPocket?<br />SurveyPocket mobile field research app that allows your field team to ditch the pen and paper and use an iPad for field research & data Collection.<br /><ul><li>Uses SurveyAnalytics/QuestionPro for survey creation and analysis
  7. 7. Online/Offline mode available
  8. 8. Is the only offline survey app with branching skip patterns available
  9. 9. Available for iPad & iPhone (Android Tablet now available in Android Market)</li></ul>One platform: on & offline data collection.<br />
  10. 10. SurveyPocket VS. Traditional Field Research<br />Traditional Field Research:<br /><ul><li>Takes 1+ days for data input and </li></ul>formatting results<br /><ul><li>Clients have to wait for results instead </li></ul>of close to real-time data<br />- Harder to track field team efforts<br />- Edits and changes harder roll out<br />- Difficulty reading written results<br />SurveyPocket:<br />+ Be able to review overall results quicker<br />+ More accurate than paper results<br />+ Make edits to surveys on the fly<br />+ Allow clients to review results through<br />Dashboards.<br />+ GPS Tracking : Allow field Managers to <br />change field strategies improve <br />completion rates<br />
  11. 11. AGENDA<br />Using the iPad we will show you how…..<br />1. Create and manage your own field project<br />2. Train and manage your field research team w/iPad<br />3. Fielding Data & How to synchronize/organize all data into an online report<br />4. How to quickly share your field research results with your clients faster than ever before with dashboards and alerts<br />5. Follow a case study we are currently fielding about pro sports fans!<br />6. Q & A/ Conclusion<br />
  12. 12. 1. Create & Manage Your Own Field Project: The Core <br />Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research”<br />http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/<br />
  13. 13. Create & Manage Your Own Field Project: <br />SurveyPocket Integration to Research Design Strategy<br />Apply SurveyPocket to the Process and Primary Processing Tool<br />-Process: Design the survey online using QuestionPro/SurveyAnalytics and select location to run field research that best reaches target demographic.<br />-Tools: Using SurveyPocket, select how you want to run the project: Field intercept, one-on-one interviews, Kiosk style, etc.<br />Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research”<br />http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/<br />
  14. 14. Create & Manage Your Own Field Project: <br />Location – Location - Location<br />As a primary processing tool, SurveyPocket allows you let move wherever a paper/pen can go.<br />-Flexible: Mobile online/offline mode<br />-Allows you to change location/modify intercept locations to increase completion rates<br />-Can easily update/edit survey questions while in the field ( w/internet access) <br />-Enable GPS Tracking to monitor field team<br />
  15. 15. Create & Manage Your Own Field Project: <br />SurveyPocket Integration to Research Design Strategy<br />With SurveyPocket, Change the way you collect pictures, <br />videos, audio, while in the field!<br />Food for Thought: Just think how the SurveyPocket can reform the way <br />professional signature agencies must validate all signatures collected in<br /> the field to be added to a government ballot to vote on!<br />Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research”<br />http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/<br />
  16. 16. Train & Manage Your Field Research Team<br />
  17. 17. 2. Train & Manage Your Field Research Team w/iPad<br />Pick Social and engaging data collectors who enjoy speaking to <br />the general public<br />Awkward people need not apply! <br /> Pick Tech Savvy people to <br /> become Field researchers<br /> If fielders are NOT comfortable using w/technology and iPad, they are not fit to use the iPad for collecting data.<br />Train them on basics of how to use the iPad (Android tablet) if needed<br />-Recommendation: Set up standardized test to gauge proficiency<br />
  18. 18. Pre-field Check List<br />1. Be sure Field team is well equipped with the latest version of SurveyPocket Downloaded to iPad. Click on iTunes store to update/download as needed :Take me to iTunes<br />2. Make each field researcher has a fully charged iPad & a working device key to sync up surveys & data<br />Type in device key & Synchronize ALL survey in SurveyPocket at a location with internet connectivity before heading to assigned location.<br />Choose to turn on/off GPS tracking/location<br />Download a copy of the SurveyPocket instruction manual for field team member to review while onsite. Hand out printed copy if needed.<br />Make sure contact information is available to all team members so field leaders can call with instruction updates/changes.<br />
  19. 19. 2. Train & Manage Your Field Research Team <br />on SurveyPocket<br />Train them how to run a survey and how to answer each question in the survey <br />using SurveyPocket<br /> -Include customizable training manual (available through SP) <br />Set up standard protocol for field data collectors with technical difficulties<br /> Example: If survey crashes mid interview & what to do, if data will not sync when in internet connectivity available, etc.<br />Set up Emergency Protocol<br />What if iPad gets lost or stolen? What is your plan of action?<br />
  20. 20. 3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report<br />
  21. 21. 3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report<br />SurveyPocket Device Key<br />What is a Device Key?<br />To access SurveyPocket from your<br /> iPad/iPhone you<br /> will require a unique Device Key. <br />To generate a device key go to: <br />Login »  Surveys »  Mobile »  <br />SurveyPocket Device Registration<br />Click on the Add Device Key <br />Button add a key. <br />See Device Key Registration:<br />“uiieu”<br />
  22. 22. 3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report<br />Make sure iPad has Web Access<br />for set up purposes<br />-Pull up SurveyPocket on IPad<br />-Type in Device Key<br />-Click on “Synchronize”<br />-Enable/off GPS tracking<br />
  23. 23. 3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report<br />-Begin Fielding the survey<br />-When done and in web access<br />Range: Click on Synchronize<br />To upload data to online account<br />
  24. 24. 4. How To Share Field Research Results With Your Clients<br />The greatest reason to use SurveyPocket: <br />Save time & money on data collection from the field, organization, and delivery!<br />Spend less time managing data and more time for analysis and completing projects.<br />SurveyPocket allows you to organize and deliver data to clients faster than ever before!<br />
  25. 25. 4. How To Share Field Research Results With Your Clients<br /><ul><li>Export raw data and charts in excel, word, ppt, csv, SPSS, etc to share</li></ul> Excel download: http://www.surveyanalytics.com/help/32.html<br /> Charts download: http://www.surveyanalytics.com/help/372.html<br />-Share Real-time summary link to click on anyone<br /> Real-time Summary: http://www.surveyanalytics.com/help/218.html<br /><ul><li>Automatically schedule a report for delivery to yourself or clients</li></ul> Report Scheduler: http://www.surveyanalytics.com/help/311.html<br /><ul><li>Email customized report to clients</li></ul> Report Customization: http://www.surveyanalytics.com/help/147.html<br /><ul><li>Filter segment reports</li></ul> Data Segmentation: http://www.surveyanalytics.com/help/119.html<br /><ul><li>Crosstab and Banner/Pivot tables</li></ul>Crosstab/Banner table: http://www.surveyanalytics.com/help/198.html<br /><ul><li>Give Dashboard accounts to clients who want to do data analysis on their own</li></ul>Dashboard accounts: http://www.surveyanalytics.com/help/565.html<br />
  26. 26. 5. Case Study: Pro Sports Fans!<br />SurveyAnalytics conducted a field research to look for NFL Sports Fan around the US<br />Interviewed and completed 200 surveys in a 2 week period<br />Survey Contest: all participates encouraged to make the best video opinion and let<br />Us take pictures of any NFL/sports gear/brands they were wearing at the time.<br />Best Video and Picture Received a $20 Amazon Gift Card from SurveyAnalytics<br />
  27. 27. 5. Case Study: Pro Sports Fans! Favorite Team in Each Division<br />AFC North: 65 % Pittsburgh Steelers <br />NFC North: 39% Green Bay Packers<br />AFC South: 50% Jacksonville Jaguars<br />NFC South: 30% tie<br />Atlanta Falcons <br />New Orleans Saints<br />AFC East: 3 way tie at 20% <br />Buffalo Bills, New England Patriots, Miami Dolphins<br />NFC East: 44% New York Giants<br />AFC West: 100% Denver Broncos<br />NFC West: 46% Seattle Seahawks<br />
  28. 28. 5. Case Study: Pro Sports Fans! Segmentation: Seahawks Fans<br />Rate Scale Question Results: On a scale of 0 to 5…..<br />How satisfied are you with your favorite teams performance last week?<br />
  29. 29. 5. Case Study: Pro Sports Fans!<br />Who is your favorite NFL player currently playing football?<br />Peyton Manning Indianapolis Colts<br />
  30. 30. 5. Case Study: Pro Sports Fans!<br />Which Team in the NFL is disliked the most?<br />Dallas Cowboys: Click here for Best Video Opinion<br />
  31. 31. 5. Case Study: Pro Sports Fans!<br />Who do you think is going to win the NFL Superbowl this season?<br />Green Bay Packers: Click here for best Video Opinion <br />
  32. 32. 5. Case Study: Pro Sports Fans!<br />Conclusion from Study: <br />Favorite NFL team does not influence respondents thought on who would win the Superbowl<br />Their favorite NFL player was 2 times more likely to not be on their favorite team<br />Respondents who’s NFL favorite team won the week prior were more satisfied with their team’s offense, defense, special teams, and coaching, vs. favorite teams who lost<br />Let’s Review the following: (Going to Live Demo)<br />-How we set up the project in SurveyAnalytics<br />-Created Device Key for iPads<br />-Take survey and Synchronized to online reports<br />-Data export options/online summary report<br />-Dashboard to share <br />
  33. 33. 6. Conclusion/Q&A<br />SurveyPocket is flexible and can be used in any kind of quantitative and qualitative research.<br />It can be implemented in Ethnography studies, focus groups, product and service testing,<br />One on one interview with medical professionals and consumers, mall intercepts, and much more.<br />Enhance these standard research techniques with pictures/videos and deliver real-time reports quicker and more efficiently than ever before.<br />Anywhere there used to be a pen/pad to record answers, it’s time to save trees and use<br />SurveyPocket!<br />
  34. 34. Supplemental Reading Materials<br />Resources on online survey design and management:<br />http://www.surveyanalytics.com/resources/conductsurvey.html<br />Is Mobile Field research right for you? <br />http://www.surveyanalytics.com/resources/SurveyAnalytics-SurveyPocket.html<br />
  35. 35. Now with your mobile device, you are to take on the world of field research!<br />Thank you for Attending!<br />Esther LaVielle http://www.surveypocket.com<br />Esther.rmah@surveyanalytics.com http://www.surveyanalytics.com<br />John Johnson <br />john.johnson@surveyanalytics.com<br />

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