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Functional Requirements
- User Management:
- Account Creation: Allow users to create and manage accounts using email, phone numbers, or single sign-on (SSO) integrations.
- Profile Management: Users can update personal information, manage roles, and adjust account settings.
- Role Management: Support different user roles with varying access levels and permissions (e.g., admin, survey creator, respondent).
- Survey Creation and Design:
- Survey Builder: Provide a user-friendly interface for creating surveys, including drag-and-drop functionality for adding questions.
- Question Types: Support various question types such as multiple-choice, Likert scale, text input, ranking, and matrix questions.
- Conditional Logic: Implement conditional logic to show or hide questions based on previous answers.
- Survey Templates: Offer predefined templates for common survey types to streamline the creation process.
- Customization: Allow customization of survey appearance, including themes, logos, and color schemes.
- Survey Distribution:
- Distribution Channels: Enable survey distribution via email, SMS, social media, or direct links.
- Targeting: Allow targeting specific groups or segments based on criteria such as demographics or previous responses.
- Reminder Notifications: Send automated reminders to respondents who have not yet completed the survey.
- Response Collection and Management:
- Response Tracking: Track and manage incoming survey responses in real-time.
- Response Editing: Allow respondents to edit their responses within a specified time frame.
- Data Validation: Implement validation checks to ensure responses are complete and adhere to survey requirements.
- Response Anonymity: Provide options for anonymous response collection to encourage honest feedback.
- Data Analysis and Reporting:
- Real-Time Analytics: Offer real-time analytics on survey responses, including summary statistics and visualizations (e.g., charts, graphs).
- Trend Analysis: Analyze trends over time to identify patterns and insights.
- Custom Reports: Enable the creation and customization of reports based on specific criteria and needs.
- Export Options: Provide options to export data in various formats (e.g., CSV, Excel, PDF) for further analysis.
- Survey Management:
- Survey Lifecycle: Manage the lifecycle of surveys, including creation, testing, distribution, and archiving.
- Version Control: Support version control for surveys to manage updates and revisions.
- Survey Scheduling: Allow scheduling of surveys for future distribution and set expiration dates.
- Integration with External Systems:
- CRM and Marketing Tools: Integrate with CRM systems and marketing platforms to import contacts and synchronize survey data.
- Data Import/Export: Support data import from and export to external systems for seamless integration.
- Security and Compliance:
- Data Protection: Implement data protection measures in compliance with relevant regulations (e.g., GDPR, CCPA).
- Access Control: Enforce role-based access controls to restrict access to survey data and system features.
- Encryption: Ensure data is encrypted both in transit and at rest.
- Feedback and Support:
- Help Resources: Provide user guides, FAQs, and tutorials to assist users in creating and managing surveys.
- Support: Offer support channels such as email, chat, or phone for user assistance.
Non-Functional Requirements
- Performance:
- Speed: Ensure fast load times for the platform, quick response times for survey submissions, and real-time data processing.
- Scalability: The system should handle increasing numbers of users, surveys, and responses without performance degradation.
- Reliability:
- Uptime: Aim for high availability with minimal downtime to ensure continuous access to the survey management system.
- Backup and Recovery: Implement regular backups and a disaster recovery plan to protect data and ensure business continuity.
- Security:
- Data Encryption: Implement encryption for sensitive data to protect user information and survey responses.
- Authentication: Use secure authentication methods (e.g., two-factor authentication) to protect user accounts.
- Access Control: Enforce role-based access controls to prevent unauthorized access to survey data and system features.
- Maintainability:
- Code Quality: Maintain clean, well-documented code to facilitate easy updates and maintenance.
- Modularity: Design the system in a modular way to allow for easy addition of new features and updates.
- Compatibility:
- Cross-Browser Support: Ensure compatibility with major web browsers (e.g., Chrome, Firefox, Safari, Edge).
- Mobile Responsiveness: The platform should be fully functional on various mobile devices and screen sizes.
- Usability:
- User Interface: Design an intuitive and user-friendly interface for creating, managing, and analyzing surveys.
- Accessibility: Ensure the platform is accessible to users with disabilities, following WCAG guidelines.
- Localization:
- Multilingual Support: Provide the platform in multiple languages if serving a diverse user base.
- Regional Customization: Allow for region-specific content and compliance requirements.
- Analytics and Reporting:
- Data Insights: Provide actionable insights into survey responses, trends, and patterns.
- Custom Reporting: Allow users to generate and customize reports based on specific criteria and needs.