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Migration to Qualtrics

A platform move is a good time to fix what was wrong with the old programme. It's also when history gets lost. We plan the move to Qualtrics and help you run it, hands-on or alongside your partner, so surveys, data and reporting arrive in working order and the trend lines still make sense.

Request a discovery call How we do it
MigrationCurrent platformSurveysHistoryReportingQualtricsSurveysHistoryReportingCutoverTrend line

When it helps

Signs you need this.

  • Your current contract is ending and Qualtrics is the destination.
  • Several tools are being consolidated into one.
  • You're worried about losing historical data or comparability.
  • Markets or business units have diverged and need aligning before the move.

How we do it

How a migration to Qualtrics runs.

  1. Inventory

    We list every survey, feed, dashboard, user group and integration on the current platform.

  2. Keep, change, retire

    We agree with you what moves as it is, what is redesigned and what stops.

  3. Alignment

    Where markets or units differ, we agree common surveys and measures before building.

  4. Data migration

    We map historical responses to the new structure, then migrate and reconcile them, ourselves or with your partner.

  5. Cutover

    We plan the switch with you, with old and new running in parallel where needed. Before the old platform is switched off, we confirm the trends are intact.

What you get

What you have at the end.

  • A migration inventory and decision log
  • Aligned survey and metric designs
  • A data mapping and reconciliation report
  • A cutover plan, including how to roll back
  • Rebuilt reporting, checked against the old figures

From our principal consultant's work at Qualtrics

Migrated millions of historical responses for a global consumer brand ahead of a peak-season launch. Aligned the core surveys across dozens of affiliates of a global pharmaceutical company before its platform migration.

Done as part of Qualtrics teams, before UnfoldCX was set up. Qualtrics was the contracted party. More experience

What we need from you.

  • Access to the current platform and its exports
  • A list of markets, units and users in scope
  • The contract end date for the old platform
  • Decision-makers for what is kept, changed or retired

Questions

Questions you may have.

Which platforms have you migrated from?

Our principal consultant has led and advised on migrations to Qualtrics from competing enterprise platforms. The method is the same whichever platform you're leaving.

Will our trend lines survive?

Usually, if question wording and scales are kept or carefully mapped. Where a change breaks comparability, we flag it before the move and agree how to report across the break.

Can you help us move away from Qualtrics?

We can advise on programme design for any platform. Hands-on migration work is something we do into Qualtrics.

When should we start?

As early as you can before the old contract ends. Aligning surveys across markets is usually the slowest part.

Related

Related services.

Next step

Tell us where your programme is.

The first call is free and carries no obligation. You'll speak to our principal consultant, who would lead the work.

Request a discovery call info@unfoldcx.com