1.Which tools or systems do you use frequently in your role? (check all that apply)

Productivity (e.g. Word, Excel, Sheets, PowerPoint)

Accounting & Finance (e.g. Quickbooks, Xero)

Customer Relationship Management (CRM) (e.g. Salesforce, HubSpot)

Enterprise Resource Planning (ERP) (e.g. SAP, Microsoft Dynamics 365)

Project management (e.g. Jira, Asana, Smartsheets)

Communication & Collaboration (e.g. Slack, Zoom, Outlook)

Human Resources & Payroll (e.g. Workday, ADP)

Marketing automation (e.g. Mailchimp, Marketo)

Inventory & Supply Chain (e.g. Netsuite, Fishbowl)

Point of Sale (POS) (e.g. Square, Shopify)

Design (e.g. CAD programs)

Other (please specify)

None of these

2.How would you rate the efficiency of the tools and platforms at this company to get your job done?

Very efficient

Somewhat efficient

Somewhat inefficient

Very inefficient

3.Do any of the following types of tools cause frustration when trying to get your job done? (check all that apply)

Productivity (e.g. Word, Excel, Sheets, PowerPoint)

Accounting & Finance (e.g. Quickbooks, Xero)

Customer Relationship Management (CRM) (e.g. Salesforce, HubSpot)

Enterprise Resource Planning (ERP) (e.g. SAP, Microsoft Dynamics 365)

Project management (e.g. Jira, Asana, Smartsheets)

Communication & Collaboration (e.g. Slack, Zoom, Outlook)

Human Resources & Payroll (e.g. Workday, ADP)

Marketing automation (e.g. Mailchimp, Marketo)

Inventory & Supply Chain (e.g. Netsuite, Fishbowl)

Point of Sale (POS) (e.g. Square, Shopify)

Design (e.g. CAD programs)

Other (please specify)

None of these

4.Which, if any, of the following types of tools or platforms are underutilized in your current role?

Productivity (e.g. Word, Excel, Sheets, PowerPoint)

Accounting & Finance (e.g. Quickbooks, Xero)

Customer Relationship Management (CRM) (e.g. Salesforce, HubSpot)

Enterprise Resource Planning (ERP) (e.g. SAP, Microsoft Dynamics 365)

Project management (e.g. Jira, Asana, Smartsheets)

Communication & Collaboration (e.g. Slack, Zoom, Outlook)

Human Resources & Payroll (e.g. Workday, ADP)

Marketing automation (e.g. Mailchimp, Marketo)

Inventory & Supply Chain (e.g. Netsuite, Fishbowl)

Point of Sale (POS) (e.g. Square, Shopify)

Design (e.g. CAD programs)

Other (please specify)

None of these

5.Which, if any, manual tasks are most time consuming for you on a day-to-day basis?

Communications (email, texting)

Tracking project management

Navigating systems to find information I need

Working around technical issues with software and platforms

Completing required HR tasks

Other (please specify)

None of these