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How Optiv saved 4 hours per client engagement with SurveySparrow

4-5 hours saved per client engagement

Streamlined data collection and reduced manual effort

Higher customer engagement

About Optiv

Optiv is a leading cybersecurity advisory and solutions provider, offering strategic and technical expertise to over 7,000 organizations across industries. They help businesses build and manage comprehensive security programs, covering strategy, risk management, managed security services, and technology integration.
With a strong network of experts, partners, and cutting-edge solutions, Optiv empowers organizations to navigate cyber risks effectively, allowing them to focus on growth.

Denver, Colorado

B2B

Industry

Computer and Network Security

Use Case

SurveySparrow has transformed how we collect client data, streamlining our process and making it effective and efficient. By leveraging its advanced features and functionality, we have been able to automate and streamline our client engagement process, freeing up approximately 4 hours per engagement. The platform's scalability and adaptability have ensured seamless integration with our existing systems and continues to improve every year.

Karthik Sridharan

Cyber Strategy & Risk Management Professional at Optiv

Goal

Optiv was looking for a solution that could transform the way they engaged with clients by streamlining data collection processes and reducing manual effort. Their objective was to eliminate the time-consuming process of gathering basic client information, ensuring their teams were well-prepared for meetings with the right data. Ultimately, they needed a tailored solution that would evolve with their growing requirements.

Challenges

Collecting client information was a tedious and time-intensive process. Every engagement required hours of manual data entry in MS Excel, sometimes taking up to 4-5 hours per client. On top of that, separate interviews had to be conducted just to gather basic details,making the process repetitive and inefficient. This not only drained valuable time but also shifted focus away from more meaningful client interactions.

Optiv needed a faster, more efficient way to collect and manage client information —one that would save time, reduce effort, and allow them to engage in deeper conversations.

Solution

Optiv streamlined its client data collection process by implementing SurveySparrow, ensuring a smoother and more efficient workflow. To enhance flexibility, partial submissions allowed clients to save and complete surveys at their convenience, resulting in more accurate and prudent responses.

Optiv also adopted a single-page format, making surveys quicker and easier to complete in one go. By leveraging portal share, Optiv centralized survey distribution, enabling teams to add respondents with ease and share surveys with just a few clicks. These enhancements eliminated tedious manual work, reduced response friction, and bettered overall efficiency, creating a smoother experience for both teams and clients.

How we hit the mark

Portal Share
Partial Submission
Single-page surveys

Results

With a more streamlined process, Optiv was able to save 4-5 hours per client engagement, allowing teams to focus on in-depth interactions with clients. The improved survey experience resulted in a higher response rate and more accurate data, providing teams with the information they needed.

By optimizing the identified inefficiencies, Optiv was able to scale its workflows, serving more clients in a more efficient manner while maintaining a seamless and engaging experience for each client.