"Smart Invest" is a small sized investment group that caters variety of services to their clients, services such as: financial advising, 401K planing, long term and short term stocks and bonds investment and many others.
Daniel Frost, Vice President, has ask us to investigate the company's stocks platform that the company uses to help employees make a better decisions on how to invest their clients money with a higher probability of success. Your participation in this questionnaire is very important.
We would greatly appreciate if you could fill out this questionnaire and return it by April 24th to Steve Wozniak in IT department. All of the inputs in the forms are confidential. If You have any questions or suggestion please contact Diana at x234567.
YOUR OBSERVATIONS.
Choose your answer on a scale of 1 to 10
How familiar employees are with the current platform?
How effective is the platform?
How easy is it to use the platform?
How beneficial is the current platform?
B. YOUR SUGGESTIONS
Please be as specific as possible and try to provide examples.
What type of errors does the platform produces?
What kind of limitations does the platform has in terms of decision making processes?
What kind of limitations does the platform has in terms of user interface?
How well is the platform integrated into the rest of the company's operation.
How often does the management retrain the employees on the use of the platform?
How often is the system updated?
Are there any security risks or concerns with the current platform?
Are there any other technical performance issues related to the platform?
What type of changes of the current platform would you like to see? Ex.: Full redo of the platform; new features addition, etc..
Would you be interested in meeting with the members of our IT department to discuss your ideas further? If so, please leave your name and contact information.