Tabi Solutions

Executive Summary

TABI Solutions, provider of the tabisurvey.com survey platform, previously relied on a multi-step, manual process for compiling and analyzing client survey data. Our team introduced an AI automation that now generates analytical survey reports and recommendations directly from database data, saving them to the cloud and notifying reviewers by email. The upgrade significantly increased efficiency, minimized manual labor, and improved both accuracy and speed.

Client Background

TABI Solutions operates tabisurvey.com a SaaS product enabling organizations to create custom surveys for user feedback, market research, and internal diagnostics. The platform serves a diverse clientele who rely on timely, actionable insights to guide business and social research decisions.

Challenge / Problem Statement

The end-of-month reporting process required multiple employees to export and transfer files, manually analyze raw survey responses, and then circulate findings and recommendations back to clients. This workflow was slow, error-prone, and resource-intensive, often delaying data-driven action and occupying staff with repetitive admin tasks.Services-overview.pdf+1

Objectives

• Automate the extraction and analysis of end-of-month client survey data.
  
  
• Generate insightful reports with recommendations directly from collected survey responses.
  
  
• Streamline report delivery to both internal teams and clients, reducing delays and manual effort.
  
  
• Enable quality control through automated review notifications.
  
  

Approach / Solution

En Group mapped the existing workflow and replaced manual report generation with an orchestrated AI solution. At month’s end, the system pulls relevant survey data from the database, applies analytical models to summarize key findings (such as user feedback trends and recommendations), and automatically generates client-ready reports. These documents are saved to a secure drive and an email notification is sent for internal review before final delivery.

Results / Outcomes

• Reduced total report preparation time by more than 70%.
  
  
• Virtually eliminated manual errors and bottlenecks.
  
  
• Enabled more frequent, timely feedback for clients leading to better decisions.
  
  
• Freed skilled staff to focus on deeper analysis, innovation, and client engagement.
  
  

Key Learnings

Automating survey reporting demonstrated substantial value in operational efficiency and client service quality. The project highlighted the importance of AI-powered document workflows and robust review mechanisms. Future initiatives may include expanding automation to real-time dashboards and extending analytics capabilities for richer insights.