Lightning Tools Lightning Forms vs. Qualtrics XM for Strategy and Research

Overall, there are many use cases for which Lightning Forms provides a slick, easy to develop and extremely useful solution. Request forms that need to be actioned and inspection forms are the scenarios that we have used them for so far, which have seen a lot of success. We have decided that other scenarios that are perhaps more sensitive, for instance forms that may contain special category data relating to our customers, are less appropriate given the permissions/licensing constraints of both SharePoint and Lightning Forms.

Qualtrics is a good medium for creating surveys and getting analytics back for it. I think it's easy to learn if you are in the business of creating surveys or if it's part of your studies. It can be a little overwhelming for a brand new user who has never created a survey for the first time. So onboarding could be better.

• Simple user interface - users of the forms intuitively aware of how/where to input information. This is in part due to being able to show or hide different questions or areas of the form, and making them required or not, based on previous answers.
• Low/simple code - building complex forms with automation and multiple dependencies or lookups is relatively easy once you get started. You have the power of JavaScript to use and do some quite clever things if you can get to grips with it - a lot of solutions are only a Google away.
• As it is based on SharePoint, it integrates perfectly with the rest of the M365 suite. Things like PowerAutomate enhance its functionality even further.

• Qualtrics CoreXM is easy to use for quick one-time surveys or for measuring opinions over time
• It's great for sending/managing RSVPs for meetings or other gatherings or to collect important data like Conflict of Interest declarations.
• Qualtrics CoreXM's reporting and crosstab functionality is beefy and gets better all of the time. I'm always amazed at how easy it is to generate reports for sharing my survey response data and research.

Incentivized

• The styling of the form can sometimes be slightly awkward to use depending on what you're looking to do. For instance, if I was looking to highlight fields that users have missed (left empty), I would need to set up a validation for that question and then set a style for that particular field for when it is invalid. When you have a large and complex form with lots of dependencies, this is awkward.
• Support for complex and niche issues is slightly lacking in my experience. I submitted a helpdesk ticket for help with a strange issue I couldn't figure out, which took several weeks to get a response to. Because it is niche, it's more difficult to find an answer by searching the internet. Luckily, knowing there is likely to always be a fix if you find the right place/use the right formula, I manage to resolve the issue with some trial and error.
• It is disappointing that Lightning Forms does not integrate with the MS Lists app. Having the ability to access the form through the list app would add in a lot of useful functionality, including a better experience for users when taking photos to add as attachments.

• The collaborate feature can be clunky and sometimes we have to remove access and add a person back in for them to see the survey in their lists
• We have a contract through our university and more than one person has created their account in the wrong place, causing some administrative headaches as that is fixed so that we can collaborate on surveys with them.
• I wish it was easier to organize my surveys into folders, there should be a more efficient way to do that.

Incentivized

I was impressed a couple years ago when two heads of market research at Fortune 500 companies told me about them, and I've been even more impressed with the advancements I've seen in the last year. I like where the company is headed, and I look forward to using them again in a future role.

It is very user friendly both to me who is building the content (with little background knowledge of coding etc., other than what I have picked up from using products like PowerAutomate, PowerBI, a bit of html etc.) and to end users of varying levels of IT proficiency. This has been extremely important as we have used the forms to make relatively large process changes, and need to have our users on board and seeing that it is actually easier than it was before.

All the menus are very user friendly and intuitive. I can always find exactly what I'm looking for and can change anything I need to with ease. All the elements of the survey are adjustable with very little effort and without confusion.

Some support has been okay, but in one instance of a fairly complex problem, the support team were not able to provide me with a fix within a few weeks, before I was able to find a workaround myself.

Whenever we have had an issue with trying to figure out how to do something (even though the documentation is incredibly well put together) we have asked Qualtrics support and have always received our answer nearly immediately (I think in maybe 10 times, only once did a support person need to call us back). Qualtrics support is dedicated to solving customer issues right, and in the first contact, if at all possible

I still use it. It does everything you need an online survey to do. From heat mapping to complex skip logic and display logic. I use it weekly and it never disappoints

I like being able to easily integrate new colleagues by simply giving them a log in user name and password

We were using Microsoft Forms, SharePoint Lists and PowerAutomate to attempt to do much of what we are currently doing. Functionality is very limited in comparison. The ability to make questions required based on previous answers was a massive improvement from normal SharePoint List forms and has greatly improved the quality of data. Also just the very visual display and customisation is much better.

]Qualtrics] CoreXM is great if you want something that is a little more [long] lasting and impactful than a simple survey engine, but aren't quite ready for something that is a long term sustainable program. I would put [Qualtrics] CoreXM squarely in the large, defined project phase. CX is more of the program phase, and other lessor vendors are great for the pre-project definition phase

Incentivized

• We changed the process by which site colleagues report repairs on behalf of customers. Instead of emailing them into a shared inbox, they now report them using a lightning form. We have seen a great improvement in the time taken for our team to log the repair issue from the time is arrives with them.
• We anticipate that streamlining our void property reletting process by using a SharePoint kanban board view with lightning forms (providing a single platform for all things void) will reduce avoidable days vacant and therefore reduce our void loss.

• Increased productivity due to the highly intuitive user-interface and template saving capabilities.
• Reporting and analytics are extremely valuable. Our team can track responses and share feedback/results extremely quickly.
• If a user has created a great template, they can share to external teams quite easily. It helps other departments!

Incentivized