29 September 2023
In today's highly competitive business landscape, data-driven decision making is imperative for success. Organizations must find ways to efficiently gather feedback, turn it into actionable insights, and enable fact-based choices across all operations. This is where integrating Microsoft Forms and Power BI can provide unmatched value.
Forms and Power BI are powerful tools on their own. But together, they offer an end-to-end solution for collecting survey and structured data at scale, analyzing it impactfully, and delivering insights through interactive visualizations. Leading innovative companies are taking notice and deploying Forms-Power BI integrations to transform key business processes.
Before diving into real-world examples, let's recap the core capabilities Forms and Power BI unlock together:
With this powerful framework, let's see how leading companies leverage Forms and Power BI to drive competitive advantage.
Understanding the voice of the customer is critical for Contoso's retail success. They need to continuously gather customer feedback and tap into it for improvements.
Contoso uses Forms to create branded customer satisfaction surveys and transactional NPS surveys. The surveys are distributed via email and embedded in Contoso's e-commerce site.
As responses flow in, the data is ported in real-time to a Power BI dashboard showing:
With these insights, Contoso spots emerging issues early. Their product team addresses common pain points in new releases. Customer-facing staff refine support processes. Sales and marketing optimize based on buyer needs and perceptions.
By uncovering the voice of the customer through Forms and Power BI, Contoso drives continuous improvement across the organization.
Fabrikam knows that employee satisfaction is crucial for innovation and growth. They need continuous pulse checks on engagement.
HR creates pulse surveys in Forms and sends them weekly to all staff. The anonymity helps surface honest feedback.
The survey results feed into an interactive Power BI dashboard analyzing:
With these insights, Fabrikam optimizes people processes and celebrates wins. Managers run focused groups to address team issues. Execs spot areas needing broader change management.
The Forms and Power BI solution provides Fabrikam's HR leaders with their fingers on the pulse of employee engagement.
For Northwind's retail stores, policy compliance is paramount but difficult to monitor. They needed an efficient auditing system.
Northwind built a store audit Form template covering security, displays, cleanliness, and more. Store managers conduct self-audits via Forms on iPads.
The audits feed into a Power BI dashboard showing:
District managers review the interactive dashboards to maintain standards. They quickly identify problem areas needing support or training. Store teams are empowered to self-correct issues.
With the Forms and Power BI solution, Northwind keeps store conditions optimized through data-driven audits.
Tailspin's IT helpdesk needed to improve its tracking and resolution of support tickets. They wanted to optimize technician performance using hard metrics.
The helpdesk team built a ticketing Form that technicians fill out for each request.
As data comes in, it flows to a Power BI dashboard displaying:
By analyzing these visualizations, the helpdesk spots areas for improvement. They can refine processes, balance workloads, and boost customer satisfaction through data.
The integration between Forms and Power BI gave Tailspin the insights needed to optimize support operations.
These examples showcase the value of connecting Forms and Power BI to unlock data-driven decision making. Some key learnings:
The flexibility of Forms and Power BI means every function, from HR to IT to customer service, can leverage structured data collection and analytics to enhance operations.
To emulate the success of these leading companies, keep in mind a few best practices:
With the fundamentals covered here, you can get started unlocking your own data-driven insights using Forms and Power BI today.
In Power BI, select "Get Data" > "Microsoft Forms" and enter your Form ID to create a live connection.
Customer satisfaction, employee engagement, audits, and helpdesk are prime use cases covered here.
Use Forms branching logic, data validation, theming, and Power Apps integration to tailor forms.
Plan security roles, access controls, compliance rules, and training enablement early in rollout.
Consider combining Forms data with other sources. Build in artificial intelligence. Leverage APIs.
You might like to read our article on Transforming Survey Data Insights with Microsoft Forms and Power BI or consider taking a course with one of our leading experts in.