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● Qualtrics Expert ●

Portfolio

Explore sample work and case studies across key expertise areas.

Spotlight Solution

Automated AI Assessment with Tailored PDF Output

Design a custom assessment form that automatically scores and evaluates answers, generates AI-powered strategist recommendations, integrates into a PDF snapshot, and gets delivered straight to an inbox.

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Take the short Business Process Maturity Assessment below to see the system in action.

Qualtrics, Research, Insights

600+ data and research projects delivered to date. Certified CoreXM and CustomerXM implementation consultant with 8 years of Qualtrics, research, and insights expertise.

Case Study

Automating Contact Creation and Survey Distribution to 10,000 Monthly Contacts

Leveraging Make.com automation scenarios to distribute Qualtrics surveys and update client CRM for an Australian-based Non-Profit.

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Sample

Qualtrics Quiz: Are You a Contrarian?

Take the quiz and find out if you are a contrarian or follow the status-quo.
Qualtrics survey leveraging answer scoring, custom logic and data variables.

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Sample

Qualtrics CX Dashboard: Advanced Analytics

Advanced Qualtrics CX dashboard showing benchmark aggregate metrics compared with organization metrics. Custom solution aggregating multiple surveys into one dashboard.

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Resource

Simple CX Program Design

Simple, integrated CSAT program design for Customer Service interactions that ensures you not only listen to your customers, but take action based on their feedback. Built on Qualtrics CX platform.

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Case Study

Building a System to Distribute $700k in Grant Funds to US Micro-entreprises

Designing a Qualtrics x Salesforce grant application system to apply for, assess eligibility and award grant funding to US entrepreneurs.

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Demo

Qualtrics Custom Question: JavaScript Solution

Demo of how JavaScript and HTML can be used to customize Qualtrics questions and respondent experience.

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Resource

Business Intelligence: How to Use Your Dashboard

You have a new shiny dashboard...now what? Review these key tips to make sure you maximize the value of your dashboard and are empowered to take action.

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Resource

Pitfalls to Avoid when Designing a CX Survey

Ensuring you have a well-design customer experience survey is key in gathering reliable, insightful data. Find out what pitfalls you need to avoid!

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Business Operations and Strategy

Certified Quality Process Analyst by American Society for Quality.​

Case Study

Eliminating Escalations and Boosting Quality of Vendor Serviced Projects

Transforming vendor service quality in 2 months through process automation, data monitoring, and team enablement. Eliminating project escalations, boosting client CSAT by 1.8 avg. points, saving 3,000h+ in labour costs.

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Post

Prioritization: Circle of Influence

How to focus on what matters and successfully prioritize actions that will move the needle on achieving your goals.

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Resource

Business Process Maturity Assessment

Understanding a simple framework that empowers your business to identify areas of opportunity within your operations.

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Case Study

Saving $1.7m in Profit Margin in 6 Months

Deep diving into financial and project KPIs to uncover profit margin loss root cause and systematically addressing it via improved systems and processes, and team enablement.

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Case Study

Building a Global Quality Champion Network

Launching a cross-functional Quality Rotation Program to embed a quality-first culture and empower employees through hands-on strategic projects. 

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