automating Circular A-123 surveys

Automated A-123 survey processing, reducing outreach emails, improving accuracy, and streamlining data analysis.

Two women from the Savan group, chatting with smiles
challenge & innovation


The client’s A-123 survey process relied on email distribution and Excel-based responses, resulting in high volumes of outreach emails, manual data consolidation across 30+ spreadsheets, and increased risk of data entry errors. This inefficient approach made tracking responses and analyzing trends difficult. To address these challenges, Savan developed a custom SharePoint form to capture survey responses and supporting documentation, integrating automated notifications and status reporting to reduce unnecessary outreach. Additionally, Savan created interactive dashboards that provided respondents with real-time access to their results while enabling records staff to analyze and compare scores across elements, questions, and years, streamlining reporting and improving data-driven decision-making.

impact


By automating reporting and notifications, Savan’s solution reduced outreach emails by 70%, significantly minimizing administrative burden. The transition from Excel-based responses to a structured SharePoint form decreased survey consolidation and analysis time by 90%, streamlining the reporting process. Additionally, improved data validation and automated workflows increased data accuracy by 80%, ensuring more reliable insights for decision-making and long-term program evaluation.

technologies used

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