Building a Sophisticated, Automated, and Confidential 360 Feedback System
for Private Equity Portfolio Managers
Blake Street Group (BSG) provides executive assessments, organizational strategy, and developmental coaching for leading technology private equity firms and companies.
Among BSG’s acclaimed services is the 360 Degree Feedback Review, a process that helps PE managers gain insight into how portfolio company employees rate the effectiveness of their leadership. These “360 feedback” surveys often surface for the PE managers unforeseen issues and nuanced challenges impeding the growth of their portfolio investments.
In the past, BSG manually emailed each survey participant a spreadsheet containing lengthy quantitative and qualitative questions. When respondents returned their finished survey, BSG would manually aggregate the highly sensitive results line-by-line, requiring arduous data entry and complex function-based calculations.
Left Hook’s Solution
Left Hook Digital automated the distribution, collection, and analysis of respondent data. We also built a dashboard for BSG to track progress and results. Features included:
- variable questions based on conditional logic and prior responses
- email reminders to invited participants
- graphical display of aggregated results
We white-labeled any off-the-shelf tools and embedded the survey into the BSG website, giving users the impression of proprietary technology.
Left Hook Digital built this 360 Feedback Review system using Wufoo as the front-end data capture form/survey tool, including multi-pages and conditional field logic.
Survey responses were piped to a secure Google Sheet, where we used the Google Apps Script to customize views and data analysis.
Participant invitations and other follow-up emails were sent using Mandrill, a highly deliverable and trackable transactional email tool.
And finally, itDuzzit served as the integration hub in the middle, connecting four world-class SaaS/Web App tools into a single cohesive and low-cost system.
BSG is now able to quickly deploy sophisticated, highly customized, and secure surveys. Analysis and client presentations are greatly enhanced by easy data manipulation and attractive charts and graphs.
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