Case Study: OneDigital achieves data-driven member engagement and benchmarking with SurveyMonkey Enterprise

How OneDigital uses feedback to connect employees to their benefits programs

OneDigital, a national health, retirement/wealth, and HR advisory firm with 100+ offices and 85,000+ customers, needed organization-wide control of its customer feedback programs to help clients engage members and measure brand awareness and satisfaction. Although it was sending thousands of surveys (7,000 in a single week), the company lacked a centralized, benchmarked view to inform strategy across departments.

By upgrading to SurveyMonkey Enterprise and integrating with Oracle Eloqua and Power BI, OneDigital standardized templates and branding, automated daily pulse data, reduced survey friction, and built benchmarking dashboards that can be sliced by industry, customer size, and survey type. The result is faster detection of issues, data-driven sales and retention strategies and stronger RFPs, improved member engagement (including saving a client’s communications plan), and clearer insights into NPS and customer effort that fuel ongoing innovation.

OneDigital

Heather Rabinowitz

Vice President of Member Engagement