Case study 04 · Voice of customer

Live foundation
04

Feedback as an operating system

Turning a survey migration into a closed-loop product system

Scope

Post-service NPS

Role

Operating model, data, QA

Partners

CX, engineering, operations

Systems

Zendesk + Qualtrics

Proof available now

47%served 3+ days after order creationLive foundation
Closed-loop modelFeedback becomes action

Target refinement Anchor delivery to a true Paid / completion timestamp.

01 / Business context

A platform migration exposed a larger measurement and ownership problem.

Replacing one survey platform with another would not solve unreliable timing, thin transaction context, unclear ownership, or inconsistent follow-up.

Early analysis showed that ticket-update time was a poor proxy for the service moment: roughly 47% of orders were serviced three or more days after creation.

02 / Strategic role

Use the migration to build a closed loop that could influence product decisions.

I designed the operating model connecting qualification, survey delivery, directory and transaction data, alerts, QA dashboards, and CX follow-up.

Production findings also became backend requirements for reliable Paid and completion timestamps so feedback could eventually anchor to the customer’s actual experience.

03 / Product decisions

01

Connect the full loop

Map qualification and delivery through response classification, alert routing, dashboard visibility, and accountable follow-up.

02

Carry transaction context

Link feedback to customer, order, partner, environment, source ticket, and service timing—not an isolated survey response.

03

Separate QA from reporting

Operational views monitor completeness, classifications, alerts, and suppression; executive reporting answers different questions.

04

Make maturity explicit

Document ownership, recurring QA, change control, launch checks, and the steps between an interim timing anchor and the target system.

04 / Evidence + learning

Feedback became an owned workflow, not an inbox of scores.

The Zendesk-to-Qualtrics NPS integration is live with documented QA, routing, suppression, ownership, and follow-up. A true Paid/completion timestamp remains the planned refinement, clearly separated from the current foundation.

Next case · 01

Lifecycle that respects customer state