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Qualtrics in Higher Education
Orlando Leon
Head of Operations, Academic Computing Services, Stanford Libraries
October 30, 2014
A C A S E S T U D Y O F I N N O VAT I N G
B U S I N E S S P R O C E S S E S A N D S Y S T E M S
Overview
• Business Case for Enterprise Survey Tool• Analysis• Usage Statistics• Innovative Use Cases• Future
Business Case for Enterprise Survey Tool
• Should we purchase and support Qualtrics as an enterprise solution for the Campus?
• Should UCSF decide on a single solution for all survey needs?• Should UCSF rationalize availability and support of existing
survey solutions currently within the Campus?
Business Case for Enterprise Survey Tool: Considerations
In conversations with stakeholders (likely survey users—SON, SOM MedEd, Nursing PI, SOM TAC), people asked us to consider:
Product Features External/Vendor Support Internal Product Ownership Integration with Existing Systems Total Cost of Ownership Expertise in Survey Design vs Knowledge of the Technology
Analysis: Sample Use Cases Encountered
Education Student Learner Survey Evaluation Feedback Registration
Research Radiology Orthopedics Study mOst Survey Tool
– ATHENA
– Clinical Trial Qualification Surveys
– Research Questionnaires
Analysis: Additional Use Cases Encountered
Administrative Polls Voting Usability Satisfaction/Feedback Surveys Interview Candidate Feedback
Clinical Nursing PI Surveys Patient Satisfaction
Analysis: Existing Survey Tools
Currently supported by
Primary Use Costs
Checkbox SOM ISU, SOM EdTech Surveys for education and some one-off surveys for SOM
TCO $7600/year for unlimited users
RedCap Cancer Center & ITS ARS Clinical research or by individual PI’s who need to store ePHI
Unknown, but it is an open-source product
Salesforce SOM ISU Athena, Nursing Performance Improvement Group
Project-based
SurveyMonkey Ad-hoc Simple surveys $780/user/year for highest level of support
Zoomerang Nursing Alumni outreach $599/user/year
Analysis: Qualtrics Strengths
• Able to collect ePHI• SSO integration with MyAccess/Shibboleth• Mobile versions of surveys “out of the box”• Offline Survey Tool*• Integration with Salesforce objects• Supports 48 languages• ADA compliance-checking tool• Panels• Triggers• Robust user/group/organization/library features• Programmatic interface (REST/Javascript)• Training and Support
Analysis: Scope of License
The term of the license for the Qualtrics Software is one year,
beginning January 16, 2012 and includes an unlimited number of
surveys. The Qualtrics license may be used by academic areas within
University of California San Francisco for projects that are academic in
nature. Academic projects may serve research (instructional or
academic) and administrative purposes. The license may not be used
for purely corporate or "for-profit" purposes. Such corporate projects
would include purely clinical and patient related surveys that are not
related to academic research. Affiliated hospital and clinics may
purchase Qualtrics access according to Qualtrics corporate pricing
model. A 10% discount will be applied to any license purchased for
corporate purposes.
Selling the Idea of Cloud-based Surveys
“Easy enough for an intern, sophisticated enough for a PhD.”
Current Usage Statistics
Campus License: January 2012 (Announced Summer 2012)
Users: 1383
Divisions: 49
Groups: 29
Surveys: 6261
Auditable Responses: 243,099
(as of Fall 2013)
Innovative Use Cases
• Shared Asset Libraries Among Departments• Customizable Reports with Live Updates (link)• Accreditation Review Objectives• Collection of Data (ie pictures, homework, quizzes, research
materials)• Student Elections• Event Badge Scanning
Innovative Use Cases
• Online Form Integration (ie Drupal)• Dynamic Classroom or Meeting Polling with Live Results with
Mobile Devices (ie Clickr)• Service Checklist (ie onboarding, change control, surgery, etc)• Shopping List with Pictures (ie shopping list)• Service Tracking (ie quick questionnaire for front-line staff)• Decommissioning of FileMaker Pro Web Forms• Interview Evaluations
Innovative Use Cases
• Service Requests (ie. computer/supply purchase requests, etc)• Branded Customer Service Feedback forms• Integration within Web Applications using Custom REST API
Calls (ie SLR)• Collaboration without Sharing Passwords• Collaboration Outside of UCSF• Panels and SSO-based Contextual Information• Quizzes and Learning Evaluation• Annual Evaluations (ToC)• Offline Response-Gathering
Future
• Funding• Working with Limitations Enhancements• Offline Respondent Use Cases• Deeper Integrations with Salesforce• Research Use Cases• User Conference – February 2014
Demo
https://ucsf.qualtrics.com
http://tiny.ucsf.edu/qualtrics_kitchensink
http://tiny.ucsf.edu/itunconference2014
https://ucsf.us.qualtrics.com/SE/?SID=SV_3C0A0QVPbEsHOv2
https://ucsf.us.qualtrics.com/SE/?SID=SV_50fnPOSxU2srWAI
https://ucsf.us.qualtrics.com/SE/?SID=SV_4ZcwwpjdoQMbfW4
https://ucsf.us.qualtrics.com/SE/?SID=SV_6VxQn3fGl6x6UMk
https://ucsf.us.qualtrics.com/SE/?SID=SV_brUenOV1gE4wXyc
https://ucsf.us.qualtrics.com/SE/?SID=SV_bJm24deQNGh1V08
https://ucsf.us.qualtrics.com/SE/?SID=SV_5o8SkNlPBmB7VJi
Questions?