Spreadsheet Use Survey - Financial Services

Thank you for taking the time to share your perspective!

We’re conducting research into the ways financial organizations like yours are using spreadsheets to accomplish their business goals. By taking a few minutes to answer the following questions, you’ll not only give us a better idea of the challenges you’re facing, but also provide us with some insight into the features and functionality you need from a spreadsheet solution. Thank you for participating; your feedback is invaluable to us.

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1. What is your current job role at your organization?

Technology C-level, director, head, or manager

Non-tech C-level, director, or head

Middle management

Individual contributor

Other (please specify)

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2. What type of organization do you work for?

Accounting firm

Brokerage firm

Commercial bank

Investment bank

Insurance company

Leasing company

Mortgage lender

Online financial services company

Fintech solution provider

Other (please specify)

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3. How large is your company?

1-100 employees

100-500 employees

500-1000 employees

1000+ employees

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4. Do you have a software development team in-house?

Yes

Other (please specify)

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5. Please rank the level of importance for spreadsheets in your job.

Critical

Extremely important

Somewhat important

Not important

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6. What is the main purpose of your spreadsheet use?

Analyzing data (financial/operational)

Evaluating alternatives

Determining trends and making projections

Tracking data (budgets/sales/inventories)

Maintaining lists (names/addresses)

Other (please specify)

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7. How large of a file size is your typical spreadsheet?

50MB

100MB+

Clear

i We adjusted the number you entered based on the slider’s scale.

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8. How many users interact with a typical spreadsheet?

None

1 other person

2-5 other people

6-10 other people

More than 10 other people

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9. In what ways do you currently share your spreadsheets?

I rarely share any part of a spreadsheet

I provide a summary of the results

I provide parts of the spreadsheet

I share the entire model

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10. How is sharing spreadsheets online currently handled?

Microsoft Office 365

Google Sheets

Your own custom software

A purchased third party software

They are kept offline

Other (please specify)

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11. What is your level of satisfaction with this process?

Very satisfied

Somewhat satisfied

Neither satisfied nor dissatisfied

Somewhat dissatisfied

Very dissatisfied

Other (please specify)

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12. Does your current document workflow call for the need to edit spreadsheets online?

Yes

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13. What methods do you currently use to protect your spreadsheet?

None

Password Protection

Cell protection

Controlling user access

Other (please specify)

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14. How would you rank the level of risk to your organization posed by spreadsheets?

High Risk

Medium Risk

Low Risk

No Risk

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15. What are the top operational challenges your organization encounters when working with spreadsheets?

Version control

Human error

Data security

Embedding data online (website, intranet, portal, etc.)

Controlling user access

Other (please specify)

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16. In what ways do you address these operational challenges?

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17. To what degree are the following functional areas important to your document workflows

	Extremly important	Somewhat important	Neutral	Somewhat unimportant	Extremely unimportant
Edit a spreadsheet in a web browser	Edit a spreadsheet in a web browser Extremly important	Edit a spreadsheet in a web browser Somewhat important	Edit a spreadsheet in a web browser Neutral	Edit a spreadsheet in a web browser Somewhat unimportant	Edit a spreadsheet in a web browser Extremely unimportant
Control user access	Control user access Extremly important	Control user access Somewhat important	Control user access Neutral	Control user access Somewhat unimportant	Control user access Extremely unimportant
Limit/restrict downloading	Limit/restrict downloading Extremly important	Limit/restrict downloading Somewhat important	Limit/restrict downloading Neutral	Limit/restrict downloading Somewhat unimportant	Limit/restrict downloading Extremely unimportant
Protecting at the cell level	Protecting at the cell level Extremly important	Protecting at the cell level Somewhat important	Protecting at the cell level Neutral	Protecting at the cell level Somewhat unimportant	Protecting at the cell level Extremely unimportant
Protecting at the document level	Protecting at the document level Extremly important	Protecting at the document level Somewhat important	Protecting at the document level Neutral	Protecting at the document level Somewhat unimportant	Protecting at the document level Extremely unimportant
Linear collaboration (one person at a time)	Linear collaboration (one person at a time) Extremly important	Linear collaboration (one person at a time) Somewhat important	Linear collaboration (one person at a time) Neutral	Linear collaboration (one person at a time) Somewhat unimportant	Linear collaboration (one person at a time) Extremely unimportant
Real-time collaboration (multiple people at the same time)	Real-time collaboration (multiple people at the same time) Extremly important	Real-time collaboration (multiple people at the same time) Somewhat important	Real-time collaboration (multiple people at the same time) Neutral	Real-time collaboration (multiple people at the same time) Somewhat unimportant	Real-time collaboration (multiple people at the same time) Extremely unimportant
Version control	Version control Extremly important	Version control Somewhat important	Version control Neutral	Version control Somewhat unimportant	Version control Extremely unimportant

Question Title

18. With which of the following brands of document mangement application programming interfaces (APIs) or software development kits (SDKs) are you familiar?

Accusoft

Abbyy

GroupDocs/Aspose

Leadtools

PDFTron

Snowbound

PrizmDoc

Other (please specify)

Spreadsheet Use Survey - Financial Services

Thank you for taking the time to share your perspective!

Question Title

* 1. What is your current job role at your organization?

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* 2. What type of organization do you work for?

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* 3. How large is your company?

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* 4. Do you have a software development team in-house?

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* 5. Please rank the level of importance for spreadsheets in your job.

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* 6. What is the main purpose of your spreadsheet use?

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* 7. How large of a file size is your typical spreadsheet?

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* 8. How many users interact with a typical spreadsheet?

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* 9. In what ways do you currently share your spreadsheets?

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* 10. How is sharing spreadsheets online currently handled?

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* 11. What is your level of satisfaction with this process?

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* 12. Does your current document workflow call for the need to edit spreadsheets online?

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* 13. What methods do you currently use to protect your spreadsheet?

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* 14. How would you rank the level of risk to your organization posed by spreadsheets?

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* 15. What are the top operational challenges your organization encounters when working with spreadsheets?

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* 16. In what ways do you address these operational challenges?

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* 17. To what degree are the following functional areas important to your document workflows

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* 18. With which of the following brands of document mangement application programming interfaces (APIs) or software development kits (SDKs) are you familiar?

1. What is your current job role at your organization?

2. What type of organization do you work for?

3. How large is your company?

4. Do you have a software development team in-house?

5. Please rank the level of importance for spreadsheets in your job.

6. What is the main purpose of your spreadsheet use?

7. How large of a file size is your typical spreadsheet?

8. How many users interact with a typical spreadsheet?

9. In what ways do you currently share your spreadsheets?

10. How is sharing spreadsheets online currently handled?

11. What is your level of satisfaction with this process?

12. Does your current document workflow call for the need to edit spreadsheets online?

13. What methods do you currently use to protect your spreadsheet?

14. How would you rank the level of risk to your organization posed by spreadsheets?

15. What are the top operational challenges your organization encounters when working with spreadsheets?

16. In what ways do you address these operational challenges?

17. To what degree are the following functional areas important to your document workflows

18. With which of the following brands of document mangement application programming interfaces (APIs) or software development kits (SDKs) are you familiar?