Implementation Review Survey
Implementation projects are critical moments in the customer journey. This comprehensive feedback form captures client satisfaction across all phases of implementation - from kickoff to go-live and post-launch support. Use it to identify areas where your implementation process excels and where improvements are needed. Track support quality, timeline adherence, and knowledge transfer effectiveness to continuously improve your delivery methodology.
Try the Form
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export function implementationFeedback(form: FormTs) {
// Implementation Review Survey - B2B project implementation feedback
// Demonstrates: Multi-page, MatrixQuestion, StarRating, RatingScale (NPS), Slider, conditional sections, dynamic styling
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Implementation Feedback',
computedValue: () => 'Help us improve our implementation process by sharing your experience.',
customStyles: {
backgroundColor: '#0f766e',
color: 'white',
padding: '28px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// MULTI-PAGE WIZARD
// ============================================
const pages = form.addPages('implementationPages', {
heightMode: 'current-page'
});
// ============================================
// PAGE 1: Project Overview
// ============================================
const overviewPage = pages.addPage('overview');
const overviewSection = overviewPage.addSubform('overviewSection', {
title: 'Project Overview'
});
overviewSection.addRow(row => {
row.addTextbox('projectName', {
label: 'Project Name',
placeholder: 'e.g., CRM Implementation Q4 2024',
isRequired: true
}, '2fr');
row.addDropdown('projectType', {
label: 'Project Type',
options: [
{ id: 'new', name: 'New Implementation' },
{ id: 'upgrade', name: 'System Upgrade' },
{ id: 'migration', name: 'Data Migration' },
{ id: 'integration', name: 'Integration Project' },
{ id: 'customization', name: 'Customization' }
],
placeholder: 'Select type',
isRequired: true
}, '1fr');
});
overviewSection.addRow(row => {
row.addDropdown('companySize', {
label: 'Your Organization Size',
options: [
{ id: 'small', name: '1-50 employees' },
{ id: 'medium', name: '51-200 employees' },
{ id: 'large', name: '201-1000 employees' },
{ id: 'enterprise', name: '1000+ employees' }
],
placeholder: 'Select size'
}, '1fr');
row.addDropdown('role', {
label: 'Your Role in the Project',
options: [
{ id: 'sponsor', name: 'Executive Sponsor' },
{ id: 'pm', name: 'Project Manager' },
{ id: 'lead', name: 'Project Lead' },
{ id: 'user', name: 'End User' },
{ id: 'it', name: 'IT/Technical' },
{ id: 'other', name: 'Other' }
],
placeholder: 'Select role',
isRequired: true
}, '1fr');
});
overviewSection.addRow(row => {
row.addEmojiRating('overallImpression', {
label: 'How would you rate the overall implementation experience?',
preset: 'satisfaction',
size: 'lg',
showLabels: true,
alignment: 'center'
});
});
overviewSection.addRow(row => {
row.addButton('nextToPhases', {
label: 'Continue to Phase Ratings',
onClick: () => pages.goToPage('phases'),
isDisabled: () => {
const name = overviewSection.textbox('projectName')?.value();
const type = overviewSection.dropdown('projectType')?.value();
return !name || !type;
}
});
});
// ============================================
// PAGE 2: Phase Ratings
// ============================================
const phasesPage = pages.addPage('phases');
const phasesSection = phasesPage.addSubform('phasesSection', {
title: 'Implementation Phases'
});
phasesSection.addRow(row => {
row.addTextPanel('phasesIntro', {
computedValue: () => 'Rate your satisfaction with each phase of the implementation.',
customStyles: {
fontSize: '14px',
color: '#475569',
marginBottom: '16px'
}
});
});
phasesSection.addRow(row => {
row.addMatrixQuestion('phaseRatings', {
label: 'How satisfied were you with each implementation phase?',
rows: [
{ id: 'kickoff', label: 'Kickoff & Planning', description: 'Initial meetings, scope definition', isRequired: true },
{ id: 'discovery', label: 'Discovery & Requirements', description: 'Understanding your needs', isRequired: true },
{ id: 'config', label: 'Configuration & Setup', description: 'System configuration and customization', isRequired: true },
{ id: 'data', label: 'Data Migration', description: 'Moving your data to the new system', isRequired: false },
{ id: 'testing', label: 'Testing & UAT', description: 'User acceptance testing', isRequired: true },
{ id: 'training', label: 'Training & Documentation', description: 'Learning how to use the system', isRequired: true },
{ id: 'golive', label: 'Go-Live', description: 'Launch day experience', isRequired: true },
{ id: 'hypercare', label: 'Post-Launch Support', description: 'Support after go-live', isRequired: false }
],
columns: [
{ id: '1', label: 'Very Poor' },
{ id: '2', label: 'Poor' },
{ id: '3', label: 'Average' },
{ id: '4', label: 'Good' },
{ id: '5', label: 'Excellent' },
{ id: 'na', label: 'N/A' }
],
striped: true,
fullWidth: true
});
});
// Weakest phase follow-up
const weakPhaseSection = phasesSection.addSubform('weakPhase', {
title: 'Area for Improvement',
isVisible: () => phasesSection.matrixQuestion('phaseRatings')?.areAllRequiredRowsAnswered() ?? false,
customStyles: { marginTop: '20px' }
});
weakPhaseSection.addRow(row => {
row.addRadioButton('weakestPhase', {
label: 'Which phase needs the most improvement?',
options: [
{ id: 'kickoff', name: 'Kickoff & Planning' },
{ id: 'discovery', name: 'Discovery & Requirements' },
{ id: 'config', name: 'Configuration & Setup' },
{ id: 'data', name: 'Data Migration' },
{ id: 'testing', name: 'Testing & UAT' },
{ id: 'training', name: 'Training & Documentation' },
{ id: 'golive', name: 'Go-Live' },
{ id: 'hypercare', name: 'Post-Launch Support' },
{ id: 'none', name: 'All phases were satisfactory' }
],
orientation: 'vertical'
});
});
weakPhaseSection.addSpacer();
weakPhaseSection.addRow(row => {
row.addTextarea('phaseImprovements', {
label: () => {
const phase = weakPhaseSection.radioButton('weakestPhase')?.value();
const phaseLabels: Record<string, string> = {
'kickoff': 'Kickoff & Planning',
'discovery': 'Discovery & Requirements',
'config': 'Configuration & Setup',
'data': 'Data Migration',
'testing': 'Testing & UAT',
'training': 'Training & Documentation',
'golive': 'Go-Live',
'hypercare': 'Post-Launch Support'
};
if (phase && phase !== 'none') {
return `How could the ${phaseLabels[phase]} phase be improved?`;
}
return 'Any suggestions for improvement?';
},
placeholder: 'Share specific suggestions...',
rows: 3,
autoExpand: true,
isVisible: () => weakPhaseSection.radioButton('weakestPhase')?.value() !== null
});
});
phasesSection.addSpacer();
phasesSection.addRow(row => {
row.addButton('backToOverview', {
label: 'Back',
onClick: () => pages.goToPage('overview')
});
row.addButton('nextToSupport', {
label: 'Continue to Support & Communication',
onClick: () => pages.goToPage('support'),
isDisabled: () => !(phasesSection.matrixQuestion('phaseRatings')?.areAllRequiredRowsAnswered() ?? false)
});
});
// ============================================
// PAGE 3: Support & Communication
// ============================================
const supportPage = pages.addPage('support');
const supportSection = supportPage.addSubform('supportSection', {
title: 'Support & Communication'
});
supportSection.addRow(row => {
row.addStarRating('overallSupport', {
label: 'Overall support quality during implementation',
maxStars: 5,
size: 'xl',
alignment: 'center',
showConfettiOnMax: true
});
});
supportSection.addRow(row => {
row.addStarRating('responsiveness', {
label: 'Response Time',
tooltip: 'How quickly did the team respond to your questions?',
maxStars: 5,
size: 'lg',
alignment: 'center'
}, '1fr');
row.addStarRating('expertise', {
label: 'Technical Expertise',
tooltip: 'Knowledge and skills of the implementation team',
maxStars: 5,
size: 'lg',
alignment: 'center'
}, '1fr');
});
supportSection.addRow(row => {
row.addStarRating('communication', {
label: 'Communication Quality',
tooltip: 'Clarity and frequency of project updates',
maxStars: 5,
size: 'lg',
alignment: 'center'
}, '1fr');
row.addStarRating('proactivity', {
label: 'Proactive Problem Solving',
tooltip: 'Identifying and addressing issues before they became problems',
maxStars: 5,
size: 'lg',
alignment: 'center'
}, '1fr');
});
// Implementation team rating
const teamSection = supportPage.addSubform('teamSection', {
title: 'Implementation Team',
isVisible: () => supportSection.starRating('overallSupport')?.value() !== null
});
teamSection.addRow(row => {
row.addTextbox('projectManager', {
label: 'Your Project Manager Name (optional)',
placeholder: 'e.g., John Smith'
}, '1fr');
row.addStarRating('pmRating', {
label: 'PM Performance',
maxStars: 5,
size: 'lg',
alignment: 'center'
}, '1fr');
});
teamSection.addRow(row => {
row.addRadioButton('teamSize', {
label: 'Was the implementation team size appropriate?',
options: [
{ id: 'too-small', name: 'Understaffed - needed more resources' },
{ id: 'right', name: 'Right size for the project' },
{ id: 'too-large', name: 'Overstaffed - too many people involved' }
],
orientation: 'horizontal'
});
});
supportPage.addRow(row => {
row.addButton('backToPhases', {
label: 'Back',
onClick: () => pages.goToPage('phases')
});
row.addButton('nextToOutcomes', {
label: 'Continue to Outcomes',
onClick: () => pages.goToPage('outcomes'),
isDisabled: () => supportSection.starRating('overallSupport')?.value() === null
});
});
// ============================================
// PAGE 4: Outcomes & Value
// ============================================
const outcomesPage = pages.addPage('outcomes');
const outcomesSection = outcomesPage.addSubform('outcomesSection', {
title: 'Project Outcomes'
});
outcomesSection.addRow(row => {
row.addThumbRating('metGoals', {
label: 'Did the project meet your business objectives?',
showLabels: true,
upLabel: 'Yes',
downLabel: 'No',
alignment: 'center',
size: 'lg'
}, '1fr');
row.addThumbRating('onTime', {
label: 'Was the project delivered on time?',
showLabels: true,
upLabel: 'Yes',
downLabel: 'No',
alignment: 'center',
size: 'lg'
}, '1fr');
row.addThumbRating('onBudget', {
label: 'Was the project within budget?',
showLabels: true,
upLabel: 'Yes',
downLabel: 'No',
alignment: 'center',
size: 'lg'
}, '1fr');
});
outcomesSection.addRow(row => {
row.addSlider('userAdoption', {
label: 'Current user adoption level',
min: 0,
max: 100,
step: 5,
defaultValue: 50,
showValue: true,
unit: '%'
}, '1fr');
row.addSlider('businessValue', {
label: 'Business value realized so far',
min: 0,
max: 100,
step: 5,
defaultValue: 50,
showValue: true,
unit: '%'
}, '1fr');
});
// Timeline section
const timelineSection = outcomesPage.addSubform('timelineSection', {
title: 'Timeline Assessment'
});
timelineSection.addRow(row => {
row.addRadioButton('timelineDeviation', {
label: 'How did the actual timeline compare to the original plan?',
options: [
{ id: 'early', name: 'Finished early' },
{ id: 'on-time', name: 'On schedule' },
{ id: 'slight-delay', name: 'Slightly delayed (< 2 weeks)' },
{ id: 'moderate-delay', name: 'Moderate delay (2-4 weeks)' },
{ id: 'significant-delay', name: 'Significant delay (> 1 month)' }
],
orientation: 'vertical'
});
});
timelineSection.addRow(row => {
row.addTextarea('delayReasons', {
label: 'What caused the delay?',
placeholder: 'Describe the main factors...',
rows: 2,
autoExpand: true,
isVisible: () => {
const val = timelineSection.radioButton('timelineDeviation')?.value();
return val === 'slight-delay' || val === 'moderate-delay' || val === 'significant-delay';
}
});
});
// NPS Section
const npsSection = outcomesPage.addSubform('npsSection', {
title: 'Recommendation'
});
npsSection.addRow(row => {
row.addRatingScale('npsScore', {
preset: 'nps',
label: 'How likely are you to recommend our implementation services to others?',
showSegmentColors: true,
showCategoryLabel: true,
showConfettiOnPromoter: true,
alignment: 'center'
});
});
npsSection.addRow(row => {
row.addTextarea('npsReason', {
label: () => {
const category = npsSection.ratingScale('npsScore')?.npsCategory();
if (category === 'promoter') return 'What made the implementation experience great?';
if (category === 'detractor') return 'What would need to change for you to recommend us?';
return 'What could we do to improve?';
},
placeholder: 'Share your thoughts...',
rows: 3,
autoExpand: true,
isVisible: () => npsSection.ratingScale('npsScore')?.value() !== null
});
});
outcomesPage.addRow(row => {
row.addButton('backToSupport', {
label: 'Back',
onClick: () => pages.goToPage('support')
});
row.addButton('nextToSummary', {
label: 'Continue to Summary',
onClick: () => pages.goToPage('summary'),
isDisabled: () => npsSection.ratingScale('npsScore')?.value() === null
});
});
// ============================================
// PAGE 5: Summary
// ============================================
const summaryPage = pages.addPage('summary');
const summarySection = summaryPage.addSubform('summarySection', {
title: 'Your Feedback Summary'
});
summarySection.addRow(row => {
row.addTextPanel('summaryDisplay', {
computedValue: () => {
const impression = overviewSection.emojiRating('overallImpression')?.value();
const support = supportSection.starRating('overallSupport')?.value();
const nps = npsSection.ratingScale('npsScore')?.value();
const npsCategory = npsSection.ratingScale('npsScore')?.npsCategory();
const metGoals = outcomesSection.thumbRating('metGoals')?.value();
const onTime = outcomesSection.thumbRating('onTime')?.value();
const adoption = outcomesSection.slider('userAdoption')?.value();
const impressionLabels: Record<string, string> = {
'very-bad': 'Very Dissatisfied',
'bad': 'Dissatisfied',
'neutral': 'Neutral',
'good': 'Satisfied',
'excellent': 'Very Satisfied'
};
let emoji = '📋';
if (impression === 'excellent') emoji = '🎉';
else if (impression === 'good') emoji = '😊';
else if (impression === 'neutral') emoji = '😐';
else if (impression === 'bad' || impression === 'very-bad') emoji = '😟';
let summary = `${emoji} IMPLEMENTATION FEEDBACK\n`;
summary += '═'.repeat(30) + '\n\n';
summary += `Overall: ${impressionLabels[impression || ''] || 'Not rated'}\n`;
if (support) {
summary += `Support: ${'★'.repeat(support)}${'☆'.repeat(5 - support)} (${support}/5)\n`;
}
summary += '\n📊 Outcomes:\n';
summary += ` Goals Met: ${metGoals === 'up' ? '✅' : metGoals === 'down' ? '❌' : '—'}\n`;
summary += ` On Time: ${onTime === 'up' ? '✅' : onTime === 'down' ? '❌' : '—'}\n`;
if (adoption !== null && adoption !== undefined) {
summary += ` Adoption: ${adoption}%\n`;
}
if (nps !== null && nps !== undefined && npsCategory) {
const catLabels: Record<string, string> = {
'promoter': 'Promoter',
'passive': 'Passive',
'detractor': 'Detractor'
};
summary += `\n📈 NPS: ${nps}/10 (${catLabels[npsCategory]})`;
}
return summary;
},
customStyles: () => {
const npsCategory = npsSection.ratingScale('npsScore')?.npsCategory();
const baseStyles = {
padding: '20px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '13px'
};
if (npsCategory === 'promoter') {
return { ...baseStyles, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
}
if (npsCategory === 'passive') {
return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
}
if (npsCategory === 'detractor') {
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
return { ...baseStyles, backgroundColor: '#f1f5f9', borderLeft: '4px solid #64748b' };
}
});
});
// Final feedback
const finalSection = summaryPage.addSubform('finalSection', {
title: 'Final Thoughts'
});
finalSection.addRow(row => {
row.addTextarea('additionalFeedback', {
label: 'Anything else you would like to share?',
placeholder: 'Share any additional thoughts, concerns, or praise...',
rows: 4,
autoExpand: true
});
});
finalSection.addRow(row => {
row.addCheckbox('canContact', {
label: 'You may contact me to discuss my feedback further'
});
});
finalSection.addRow(row => {
row.addEmail('contactEmail', {
label: 'Your email',
placeholder: 'email@company.com',
isVisible: () => finalSection.checkbox('canContact')?.value() === true,
isRequired: () => finalSection.checkbox('canContact')?.value() === true
});
});
summaryPage.addRow(row => {
row.addButton('backToOutcomes', {
label: 'Back',
onClick: () => pages.goToPage('outcomes')
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Implementation Feedback',
isVisible: () => pages.currentPageIndex() === 4
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank You for Your Feedback!',
message: 'Your detailed insights help us continuously improve our implementation methodology and deliver better outcomes for all clients. We truly appreciate you taking the time to share your experience.'
});
}
Frequently Asked Questions
When is the best time to send this survey?
Send the survey 1-2 weeks after go-live when the client has had time to use the system but the implementation experience is still fresh. Avoid sending during hypercare periods when clients may be stressed about issues.
How do I handle negative implementation feedback?
Negative feedback is valuable - it helps you improve. Acknowledge the client's concerns, follow up personally if needed, and use the feedback to refine your implementation methodology. Consider a recovery call for very dissatisfied clients.
Should I survey multiple stakeholders from the same client?
Yes! Different stakeholders (project sponsor, end users, IT team) have different perspectives. Consider sending tailored versions or the same survey to multiple contacts for a complete picture.
What's a good implementation satisfaction score?
Aim for 4+ stars average across phases. Implementation projects are complex, so some friction is expected. Focus on trends over time and comparison across projects rather than absolute scores.
How can I use this for continuous improvement?
Aggregate data across multiple implementations to identify patterns. Common issues (e.g., always running over timeline) indicate systemic process problems. Use feedback to update playbooks, training, and resource allocation.