DocsHub Market Research - Survey Questions

DocsHub Market Research Survey

Complete Question Set & Implementation Guide

📋 Survey Overview

Purpose: Validate market demand for DocsHub documentation platform Target: 15 respondents across 4 segments Time to Complete: 5-7 minutes Format: Google Forms (online) or Video Interview (in-person)

🎯 Survey Structure

Section 1: Screening & Demographics (3 questions)

Ensure respondent fits target segment

Section 2: Current State (4 questions)

Understand current documentation practices and pain points

Section 3: Solution Validation (5 questions)

Test DocsHub value proposition and pricing

Section 4: Feature Prioritization (2 questions)

Identify must-have vs nice-to-have features

Section 5: Next Steps (1 question)

Gauge interest in beta trial

📝 Complete Survey Questions

SECTION 1: Screening & Demographics

Q1: What type of organization do you work for?

[Single choice]

NGO or Non-Profit Organization
Training Provider (SETA-registered)
Small to Medium Enterprise (SME) - 10-200 employees
Large Corporation - 200+ employees
Municipality or Government Department
Professional Services Firm (legal, accounting, consulting)
Educational Institution (school, university, college)
Other: ___________

Why we ask: Segment respondents for analysis

Q2: What is your role?

[Single choice]

Why we ask: Identify decision-makers vs influencers

Q3: How many employees does your organization have?

[Single choice]

Why we ask: Correlate pricing sensitivity with organization size

SECTION 2: Current State

Q4: How does your organization currently manage documentation?

[Multiple choice - select all that apply]

Why we ask: Understand competitive landscape and migration paths

Q5: What are your top 3 documentation challenges?

[Multiple choice - select up to 3]

Why we ask: Identify primary pain points to address

Q6: Approximately how much time does your team spend per week searching for information or documentation?

[Single choice]

Why we ask: Quantify time/cost savings opportunity

Q7: Have you considered or tried a professional documentation platform before?

[Single choice]

Yes, currently using one (which one?) ___________
Yes, tried one but stopped using it (why?) ___________
Yes, evaluated but too expensive (what was the price?) ___________
Yes, evaluated but too complex to set up
No, didn’t know such solutions existed
No, haven’t had time to research options

Why we ask: Understand competitive losses and barriers to adoption

SECTION 3: Solution Validation

Q8: How important are the following features to your organization?

[Matrix - Rate each: Essential, Important, Nice to have, Not important]

Feature	Essential	Important	Nice to have	Not important
Beautiful, modern interface	○	○	○	○
Powerful full-text search	○	○	○	○
Mobile-responsive (works on phones/tablets)	○	○	○	○
South African data residency	○	○	○	○
POPIA compliance	○	○	○	○
Access control (permissions)	○	○	○	○
Version control/history	○	○	○	○
Easy content editing (no technical skills)	○	○	○	○
White-glove setup and migration	○	○	○	○
Custom branding (logo, colors)	○	○	○	○

Why we ask: Prioritize feature development

Q9: If a documentation platform offered the following, what would you be willing to pay monthly?

Features included:

Beautiful, searchable interface (similar to modern websites)
South African data residency (POPIA compliant)
Mobile access (works on any device)
Automatic updates and backups
White-glove setup and content migration
Email support
Custom branding (your logo and colors)

[Single choice]

Why we ask: Validate pricing assumptions

Q10: What would make you choose this platform over alternatives like Google Docs, SharePoint, or Confluence?

[Multiple choice - select all that apply]

Why we ask: Identify key differentiators

Q11: What is your biggest concern or hesitation about adopting a new documentation platform?

[Open-ended text]

Why we ask: Understand objections and barriers

Q12: If you currently pay for documentation tools, how much do you spend monthly?

[Single choice]

Why we ask: Benchmark against current spending

SECTION 4: Feature Prioritization

Q13: Which of these features are MUST-HAVES (deal-breakers if missing)?

[Multiple choice - select all that apply]

Why we ask: Differentiate must-haves from nice-to-haves

Q14: What additional features would you want?

[Open-ended text]

Why we ask: Discover unmet needs and innovation opportunities

SECTION 5: Next Steps

Q15: Would you be interested in participating in a beta trial?

[Single choice]

Yes, definitely interested - please contact me
Maybe - tell me more
No, not right now
No, not interested

If Yes or Maybe:

Name: ___________
Email: ___________
Phone: ___________ (optional)
Best time to contact: ___________

Why we ask: Build beta customer pipeline

🎨 Microsoft Forms Setup Guide (Office 365)

Step 1: Create Form

Go to forms.office.com or forms.microsoft.com
Sign in with your Office 365 account (isutech.co.za)
Click ”+ New Form”
Title: “Documentation Platform Market Research”
Click ”+ Add new” → “Text” to add description:

Thank you for participating in this research!

We're exploring a professional documentation platform designed specifically
for South African organizations, with POPIA compliance and local data hosting.

Your insights will help us understand if this solution addresses real needs.

This survey takes 5-7 minutes to complete.

As a thank you, we'll share our research findings with you once complete.

Step 2: Add Questions

For each question:

Click ”+ Add new” button
Select question type:
- [Single choice] → “Choice” (single answer)
- [Multiple choice] → “Choice” (enable “Multiple answers”)
- [Open-ended text] → “Text” (long answer)
- [Matrix] → Use multiple “Choice” questions (Forms doesn’t have matrix, create separate questions)

Question Setup:

Copy each question text from above
Add answer options as shown
Click “Required” toggle for: Q1-Q3, Q4-Q7, Q9, Q13, Q15
For Q8 (feature importance matrix), create 10 separate “Choice” questions with options: Essential, Important, Nice to have, Not important

Branching Logic (Q9):

Click ”…” (More options) on Q9
Select “Add branching”
If “Would not use at any price” → Skip to Q15

Step 3: Customize Settings

Click ”…” (More settings) → “Settings”

Options to enable:

✅ Accept responses: YES
✅ Record name: YES (collect email for follow-up)
✅ One response per person: YES (requires Microsoft account sign-in)
✅ Show progress bar: YES
❌ Shuffle questions: NO (logical flow matters)
❌ Customize thank you message: Optional (add “Thank you! We’ll be in touch soon.”)
❌ Allow printing: NO (keep responses digital)

Step 4: Response Notifications (Office 365)

Get notified immediately when someone responds:

In your form, click ”…” → “Settings”
Under “Who can respond”, note the setting (recommend: “Anyone can respond”)
Click ”…” → “Get email notification of each response”
Enter your email: [YOUR EMAIL]@isutech.co.za
Click “Save”

Power Automate Integration (Advanced): If you want automated workflows:

Click “Integrate” → “Power Automate”
Create flow: “When a new response is submitted” → “Send email notification”
Add to Excel automatically, send to CRM, etc.

Click “Share” button (top right)

Sharing options:

Copy link: This is your survey URL
QR code: Generate for in-person sharing (optional)
Embed code: For website (not needed)
Email: Can send directly from Forms (optional)

Link options:

Click “Link settings”
✅ Anyone with the link can respond (recommended for external research)
❌ Don’t restrict to organization only

Shorten URL (Optional but recommended):

Use bit.ly, tinyurl.com, or Microsoft’s URL shortener
Makes link easier to share in emails
Example: bit.ly/docshub-research-2025

Step 6: Test Your Form

Before sending to contacts:

Click “Preview” (eye icon)
Complete survey yourself
Check all questions display correctly
Verify branching logic works (Q9 → Q15)
Submit test response
Click “Responses” tab to see your test data
Delete test response: Click ”…” → “Delete response”

📊 Office 365-Specific Features

Response Analytics (Built-in)

Microsoft Forms automatically provides:

Real-time results: See responses as they come in
Summary charts: Bar charts, pie charts for each question
Individual responses: Review each respondent’s answers
Response time tracking: See when each person responded

To view:

Open your form
Click “Responses” tab
Toggle between “Summary” and “Individual” views

Export to Excel (Powerful!)

Option 1: One-time export

Click “Responses” tab
Click “Open in Excel” button
Downloads .xlsx file with all responses
Includes timestamps, email addresses, all answers

Option 2: Live Excel Online sync

Click “Open in Excel” → “View in Excel Online”
Opens live spreadsheet in Excel Online
Auto-updates as new responses come in
Saved in your OneDrive automatically

Option 3: Desktop Excel connection

Export once to get .xlsx file
Open in Excel Desktop
Data → Queries & Connections → Refresh
Pulls latest responses from Forms

Excel Export includes:

ID column (response number)
Start time
Completion time
Email (if collected)
Name (if collected)
All question responses in separate columns
Easily create pivot tables, charts, analysis

SharePoint Integration

Store responses in SharePoint:

Save form to SharePoint document library
Responses automatically stored in SharePoint list
Team can access/analyze together
Version control and audit trail

To set up:

Go to SharePoint site
Create new list or library
Add form to list
Responses populate list items

Microsoft Teams Integration

Share survey in Teams:

Open form in Forms
Click “Share” → “Collaborate”
Add team members as collaborators
Post form directly in Teams channel
Collect responses from team or external contacts

Power BI Integration (Advanced Analytics)

For deeper analysis:

Export responses to Excel
Open Power BI Desktop
Connect to Excel file or Forms directly
Create dashboards:
- Interest level by segment
- Willingness to pay distribution
- Feature importance rankings
- Pain point frequency

📧 Email Integration Tips

Send Survey via Outlook

Copy this into your email template:

Subject: Quick survey: Documentation challenges at [ORGANIZATION]

Hi [NAME],

[Your email template from 02-EMAIL-TEMPLATES.md]

📋 Survey link: [YOUR MICROSOFT FORMS LINK]

This survey is hosted on Microsoft Forms (same platform as Microsoft Office)
and takes 5-7 minutes to complete.

[Rest of email template]

Professional tip: Microsoft Forms links look like: https://forms.office.com/r/aBcD1234

Much more professional than Google Forms for B2B research!

✅ Pre-Launch Checklist

Before sending to contacts:

🎯 Response Tracking in Excel

After exporting to Excel, add these columns:

ID	Timestamp	Email	Organization	Segment	Q1	Q2	Q3	…	Follow-up Status	Interview Scheduled	Notes
1	09/11 09:30	john@ngo.co.za	NGO ABC	NGO	NGO	Ops Mgr	11-50	…	Email sent	Yes - 11/11	High interest

Use Excel features:

Conditional formatting: Highlight “Yes, definitely interested” in green
Pivot tables: Analyze by segment, organization size, role
Charts: Visualize willingness to pay, feature importance
Filters: Find beta trial candidates quickly

💡 Pro Tips for Microsoft Forms

Advantages over Google Forms:

✅ More professional - Microsoft branding = corporate credibility
✅ Better for B2B - Respondents already use Office 365
✅ Superior Excel integration - Live sync, not just export
✅ Built-in notifications - No need for third-party tools
✅ SharePoint storage - Enterprise-grade data management
✅ Teams integration - Share with colleagues easily

Best Practices:

Use your @isutech.co.za email domain (looks professional)
Enable “One response per person” to prevent duplicates
Set up email notifications so you can respond quickly
Export to Excel daily during data collection
Use Excel Online for live updates
Create pivot tables for instant analysis

🚨 Troubleshooting

Issue: “Anyone can respond” not working

Check form settings → “Anyone can respond” is selected
Share public link (not “Only people in my organization”)

Issue: Not receiving email notifications

Check spam/junk folder
Verify email address in notification settings
Try Power Automate as alternative

Issue: Branching logic not working

Review branching rules (Q9 → Q15)
Test in preview mode
Ensure question numbers match

Issue: Excel export not updating

Use “View in Excel Online” for live updates
Desktop Excel requires manual refresh

Microsoft Forms Setup Guide for DocsHub Market Research Optimized for Office 365 Business Subscriptions

📞 Video Interview Version

For video calls, use conversational versions of questions:

Opening (2 minutes)

Thank you so much for your time today. I'm researching documentation
challenges for [NGOs/SMEs/Municipalities] in South Africa.

I'll ask you about how you currently manage documentation, what challenges
you face, and whether a potential solution would be valuable.

This should take about 20-30 minutes. Is it okay if I record this call
for my notes? (If yes, start recording)

Let's start - tell me a bit about your organization and your role...

Current State Questions (10 minutes)

Instead of Q4: “Walk me through how your team currently manages documentation - where do you store things, how do people find information?”

Instead of Q5: “What’s the most frustrating thing about your current approach? What problems does it cause?” [PROBE: What about search? Updates? Version control?]

Instead of Q6: “How much time would you estimate your team spends searching for information each week?”

Instead of Q7: “Have you looked at professional documentation tools before? What stopped you from adopting them?” [PROBE: Price? Complexity? Didn’t know they existed?]

Solution Validation (10 minutes)

Present Concept:

Let me describe what we're considering:

A professional documentation platform specifically for SA organizations with:
- Beautiful, searchable interface (like a modern website)
- South African data hosting (POPIA compliant)
- Works on mobile and desktop
- White-glove setup - we migrate your content for you
- Custom branding with your logo
- Fixed monthly pricing (not per-user like some tools)

What's your initial reaction to this?

Instead of Q9: “If this solved your documentation problems, what would be a reasonable monthly price for your organization?” [PROBE: What do you currently spend on documentation tools?]

Instead of Q10: “What would make this more appealing than just using Google Docs or SharePoint?”

Instead of Q11: “What concerns or hesitations would you have about switching to something like this?”

Instead of Q13: “Of all the features I mentioned, which are absolute must-haves? What could you live without?”

Instead of Q14: “What am I missing? What features would you want that I haven’t mentioned?”

Closing (5 minutes)

Instead of Q15: “If we built this, would you be interested in trying it out as a beta customer? We’d offer discounted pricing in exchange for feedback.”

If Yes:

“Great! What would you need to see in a beta to feel comfortable trying it?”
“Who else in your organization should be involved in this decision?”
“What’s your timeline - when would you realistically be able to try something new?”

Thank You:

This has been incredibly helpful. I'll compile all the feedback and send
you a summary of what we learned.

Can I follow up with you in a couple weeks once we've analyzed everything?

[Get contact details: email, phone, preferred contact method]

Thank you again for your time!

📊 Response Tracking Template

Create a spreadsheet to track responses:

ID	Date	Name	Organization	Segment	Contact	Status	Key Insights	Beta Interest
1	09/11	John Smith	NGO ABC	NGO	john@ngo.co.za	Completed	High pain, budget R5k	Yes - definitely
2	10/11	Jane Doe	SME XYZ	SME	jane@sme.co.za	Pending	…	…

🎯 Analysis Framework

After Collecting 10-15 Responses:

1. Interest Level

Count “Yes, definitely” + “Maybe” responses to Q15
Target: 60%+ positive interest

2. Pricing Validation

Calculate median willingness to pay (Q9)
Compare to current spending (Q12)
Target: Median ≥ R2,500/month

3. Pain Point Frequency

Tally most common answers to Q5
Top 3 should drive positioning

4. Must-Have Features

Count frequency of each feature in Q13
Features selected by 70%+ are must-haves

5. Competitive Positioning

Analyze Q10 - what differentiators matter most?
Refine value proposition based on results

6. Objections

Categorize Q11 responses
Prepare objection handling for each common concern

✅ Success Checklist

Before launching survey:

Google Form created and tested
Shareable link generated
Email templates ready (see 02-EMAIL-TEMPLATES.md)
Contact list prepared (see 03-CONTACT-SOURCING-GUIDE.md)
Response tracking spreadsheet created
Calendar blocked for interviews

During data collection:

Send survey to all contacts
Follow up after 2 days (non-responders)
Conduct 3-5 video interviews
Take detailed notes for each response
Update tracking spreadsheet daily

After data collection:

Analyze responses using framework above
Create summary presentation
Make go/no-go decision
Share findings with team
Follow up with all participants (share results)

DocsHub Survey Questions & Implementation Guide iSu Technologies (Pty) Ltd Last Updated: 09/11/2025

DocsHub Market Research - Survey Questions

DocsHub Market Research Survey

📋 Survey Overview

🎯 Survey Structure

Section 1: Screening & Demographics (3 questions)

Section 2: Current State (4 questions)

Section 3: Solution Validation (5 questions)

Section 4: Feature Prioritization (2 questions)

Section 5: Next Steps (1 question)

📝 Complete Survey Questions

SECTION 1: Screening & Demographics

Q1: What type of organization do you work for?

Q2: What is your role?

Q3: How many employees does your organization have?

SECTION 2: Current State

Q4: How does your organization currently manage documentation?

Q5: What are your top 3 documentation challenges?

Q6: Approximately how much time does your team spend per week searching for information or documentation?

Q7: Have you considered or tried a professional documentation platform before?

SECTION 3: Solution Validation

Q8: How important are the following features to your organization?

Q9: If a documentation platform offered the following, what would you be willing to pay monthly?

Q10: What would make you choose this platform over alternatives like Google Docs, SharePoint, or Confluence?

Q11: What is your biggest concern or hesitation about adopting a new documentation platform?

Q12: If you currently pay for documentation tools, how much do you spend monthly?

SECTION 4: Feature Prioritization

Q13: Which of these features are MUST-HAVES (deal-breakers if missing)?

Q14: What additional features would you want?

SECTION 5: Next Steps

Q15: Would you be interested in participating in a beta trial?

🎨 Microsoft Forms Setup Guide (Office 365)

Step 1: Create Form

Step 2: Add Questions

Step 3: Customize Settings

Step 4: Response Notifications (Office 365)

Step 5: Share Settings

Step 6: Test Your Form

📊 Office 365-Specific Features

Response Analytics (Built-in)

Export to Excel (Powerful!)

SharePoint Integration

Microsoft Teams Integration

Power BI Integration (Advanced Analytics)

📧 Email Integration Tips

Send Survey via Outlook

✅ Pre-Launch Checklist

🎯 Response Tracking in Excel

💡 Pro Tips for Microsoft Forms

Advantages over Google Forms:

Best Practices:

🚨 Troubleshooting

📞 Video Interview Version

Opening (2 minutes)

Current State Questions (10 minutes)

Solution Validation (10 minutes)

Closing (5 minutes)

📊 Response Tracking Template

🎯 Analysis Framework

After Collecting 10-15 Responses:

✅ Success Checklist