Hi .__
Please see below our answers to your engaging questions:
1. Operational Alignment and License Tier Clarification

• Flexibility for Contractor-Based Operations: How does VirtlX support businesses that rely more on external contractors than on in-house employees? As with employee user licenses you would require an 'employee' license for each contractor if the purpose of the evaluation to gather feedback about each of your contractors performance as seen by your clients. We are happy to offer you a favorable deal on extra lifetime licenses should the Tier 2 offering of 10 licenses be insufficient for your needs.
• Accessing Features with the 'VXM' Role: Is it possible for a user with the 'VXM' (manager/admin) profile to access all of VirtlX’s features under a Tier 1 license without consuming the available license/seat? Yes, a VXM license does not have to be be the same person as the VXC license.
• License Seat Utilization for Reviews and Feedback: When initiating a 360-degree review or generating upward feedback through the 'VXM' profile, does this count against the single license/seat in Tier 1? Yes, your single VXM license in Tier 1 would be consumed in this instance however, to be able to have a meaningful insight to the upward feedback it would most certainly be better to have more than one VXM license utilised.
• Employee Turnover and License Reassignment: In the case of employee turnover, how is the 'VXE' (employee) role's license seat managed? Are responses and data associated with the former user retained for future reference until I determine it is no longer relevant to the organization profile? Should an employee with a VXE license leave your organisation you may set that employee's profile to inactive which will, in turn, place that VXE license back into your license pool and you may then allocate that license to a new employee and the previous employee's input data will still be accessible for the surveys engaged with for a particular survey event.
• Profile Flexibility for Various Entities: Is the 'VXE' profile versatile enough to represent different entities (e.g., employees, a brand, a solopreneur, or market research subjects) for comprehensive feedback collection? The VXE license would be suitable for an employee or a solopreneur however for brand and market research you would utilise the Perceive element of VirtlX which does not require a survey to be associated with a specific entity.
• Choosing the Right License Tier for Small Operations: With my operation never exceeding three people (and without formal employees), would Tier 2 offer me value without leading to underutilization or budgetary excess? For the price point that this deal is offered we believe that even with only three employees the Tier 2 option would be a very worthwhile license model for you and, as mentioned above, should you require more than the initial 10 employee user licenses we could structure a deal for you over and above the Tier 2 offer.
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2. Structure to ensure Functionality and Employing Market Research

• What structure would you recommend for my current Tier 1 license to implement your solutions in gathering and analyzing feedback on various aspects such as brand, professional persona, contractor performance, and market research? The Perceive element of VirtlX is geared towards obtaining outside-in feedback from clients however, for reasons mentioned above, you may find the Tier 1 offer a little restrictive for your requirements and we would recommend that you consider upgrading to the Tier 2 offer.
• Could you clarify the role and emphasis of market research within VirtlX, especially considering its underrepresentation on the AppSumo deal page? The market research piece with the Perceive element of VirtlX is powerful yet simple and caters for gathering information related to a specific metric whether it's exploring the viability of introducing a new product or service to your market or feedback on a trend or something that may be influencing your business.
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3. Instructional Resources

• Given an external review highlighted a need for more comprehensive knowledge training on how to use VirtlX, and considering this feedback predates your 2023 platform rebuild, can you confirm if improvements to instructional resources have been implemented since then? Yes, we now have a comprehensive user guide that is accessible from all aspects of VirtlX and takes you to the particular aspect of the user guide relevant to the VirtlX function you are seeking assistance with and we also offer a complimentary initial training session should you require any additional assistance.
• If there have been instructions implemented since then, would it cover on how does VirtlX recommend structuring surveys to effectively capture client feedback and conduct targeted market research, particularly regarding the timing, framing, and the inclusion of follow-up questions to uncover secondary preferences? This is indeed a good question and, we believe, an area that we could potential expand the VirtlX offering towards. There is, however, an easily accessible survey question library that comes with pre-loaded questions. Also, the question library saves all new questions you enter on your profile for future use.
• If this wasn't in scope during the rebuild, are there plans to further expand self-help or instructional materials for users, and where can these updates or developments be found on your roadmap? Could you provide a link to the roadmap? Our roadmap, at this point, is unfortunately an internal Microsoft DevOps profile for our internal access only however we have been in discussions recently to embark on a plan to create videos giving insight and training to each aspect of the VirtlX Engagement Platform and will be a project that we will be embarking in the near future.
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4. Market place for Professional Services

• Could you provide details on the marketplace established by VirtlX, specifically the range, scope and number of professional services available? Our network of professional service providers currently stands at 31. These external entities offer a wide range of services and also enjoy a revenue share with us should the sign up any of their customers to teh VirtlX platform. I am happy to have a discussion directly with you around this aspect shoudl you be interested.
• Are the professionals or organizations vetted prior joining this marketplace. It resonates with me that these services are available to assist VirtlX subscribers, like myself, who identify gaps in their businesses but lack the necessary in-house expertise to address and rectify them. All professional services are vetted prior to being admitted to our network.
• Does the marketplace aim to serve as a community primarily for the current user base, including the 74 customers mentioned, facilitating exchange of services and expertise to address business gaps among admins of organizations? We are in the process of discussing implementing a user forum for current users and will be making this available in the near future.
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5. Pre-loaded Surveys and Content Updates

• I've noticed mentions in external reviews about the advantage of pre-loaded surveys within VirtlX. Could you share how frequently these surveys are updated and when the most recent update occurred? The survey question library comes pre-populated with questions and any new questions that are added via your VirtlX profile are populated into the library for future use.
• My interest in the update frequency and relevance is sparked by VirtlX's association with notable clients, such as Nissan Motor Corporation (congrats by the way). How are the sophisticated and evidence-based practices from these engagements made accessible to the broader VirtlX community, including service sector businesses like mine? Is there an initiative to help all users benefit from the data-driven insights derived from your work with such prominent clients? Kuddos. Thank you! And yes, that was a most interesting deal to close and partly why I think I have gone grey recently :) They have also just announced to us that they will be bringing another brand on to VirtlX but more about that in due course. Sadly though, the likes of Nissan Motor Corporation take their data and insights of that data very seriously and sensitively so we are not able to share other companies insights. There is a good Nissan-approved case study on our website that gives an insight as to how Nissan garners value from VirtlX; you may read that case study here: https://www.virtlx.com/case-studies/nissan-academy-gathers-valuable-employee-engagement-and-training-information-with-virtlx
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6. Technical Integration and Modern Workflow

For a modern workflow integration: Given the importance of aligning VirtlX with various digital ecosystems. This is particularly relevant for users like myself, who intend to utilize your tool alongside non-native integrations, such as HR or CRM tools.
• Does VirtlX offer webhook functionality or API access that would allow for survey distribution based on specific rules and conditions, enhancing customization and automation? Although there are some survey links made available to use for random feedback the current integration process is being solely handled by ourselves and we are currently finalising the last few aspects of VirtlX being integrated and embedded in Microsoft 365, see Microsoft AppSource listing here: https://appsource.microsoft.com/en-us/marketplace/apps?search=virtlx&page=1. We are also in the process of building an API for VirtlX which we are aiming to have completed by the end of 2024.
• Considering your blog's focus on the importance of timely feedback collection, what strategies or solutions does VirtlX recommend for efficiently gathering feedback and extracting operational insights, particularly through non-native systems? We have an onboard scheduler that allows you to set up surveys, both internal and external, to be sent out on a regular basis. We also offer a service to integrate with client's systems to automatically send out surveys to clients once a job card has been closed off or linked to a loyalty card allowing surveys to be automatically sent out to the loyalty card holder once they have swiped said card in store. These methods assist in engaging with clients very shortly after they have interacted with your business.
• Are there any existing or upcoming features aimed at improving integration with non-native platforms, to create a more automated and seamless workflow, including the capability for conditional survey distribution? As mentioned above; we have integrated with Microsoft 365. We also have integrations with HubEngage, Xero, HR Partner and OnePage CRM.
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7. Optimizing the VirtlX Callidus AI Module for Data Insights

I'm looking forward to leveraging the VirtlX Callidus AI module effectively, especially considering its underrepresentation on the AppSumo deal page:
• What volume of data is typically required by the Callidus AI module to produce actionable insights, and is there a recommended type or format of data for this purpose? The data that VirtlX Callidus makes use of is garnered from the surveys that you send out so the more data you have available the more accurate the AI models are able to behave. A good set of historic data also assists in more accurate value predictions and are able to predict further into the future the more historic data you have available. We currently run two AI models in our framework: data classification and value prediction and constantly seeking our any otehr meaningful models that will add value to the VirtlX model.
• Considering I have a collection of unstructured data, such as personal notes and written client feedback, how feasible is it to manually input this data into VirtlX for analysis? Would this process potentially enrich the AI’s contextual understanding? This is a good question and may require a 121 discussion with you to ascertain the volume of your data to best plan an effective means to upload the data to your VirtlX profile.
• Is it advisable for new users to start with pre-loaded surveys and allow for the accumulation of data over time, or is there a preferred method for incorporating existing feedback into the system? Currently the preferred method is to start with new surveys and accumulate the data over time.
• Does the Callidus AI module account for temporal variables in its analysis, adjusting its insights based on when data was collected or entered?
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8. Optimizing the VirtlX Callidus AI Module for Data Insights

In one of the external review praising VirtlX for its ability to swiftly pinpoint business weaknesses, leading to impactful improvements, are there examples of the platform's analytical depth and its practical application:
• Are there sample reports or demonstrations available that showcase how VirtlX identifies potential business weaknesses and suggests improvements? My search may have missed these resources due to time constraints. The reporting is designed to highlight strengths and weaknesses highlighted in the presented data allowing companies to visually see the shortfalls and to act by addressing the requisite training needed to upskill the employees to better present themselves when confronted with a similar future issue.
• How do these reports enhance understanding of customer behaviors and needs? Specifically, I'm interested in reports that link Net Promoter Score (NPS) with Employee Engagement (EE), as a decline in NPS could indicate lower EE, necessitating targeted corrective actions. Yes, you are quite correct; we believe that happy employees result in happy customers. So, although we present the NPS reports we also present the same set of data using an algorithm that we refer to as the VirtlX Experience Index which produces a result on customer feedback that could be compared to employee feedback when associated with surveys addressing similar metrics i.e. comparing what a client perceives your service levels to be against what your employees believe to be their level of service delivery to those clients.
• Do the reports include actionable recommendations, possibly leveraging the Callidus AI module, for addressing identified issues? Are they designed to facilitate collaboration and discussion, perhaps with professionals from the VirtlX network? No, the reports do not, at this stage, offer actionable insight; we are looking for an AI model that could effectively address this level of insight. To that end, we are currently investigation, amongst others, the Microsoft Co-pilot models to see whether or not they will assist in addressing this requirement.
• If direct examples are not available, does VirtlX provide access to demo data or pre-loaded scenarios that could help simulate these analysis processes for a clearer, more hands-on understanding? Since the spectrum of VirtlX clients is so varied, everything from a nursery school through to a state-owned power generator and a global motor corporation it has not been possible yet to define specific scenarios that would offer a meaningful insight to companies. Having said that, we are investigating the concept of industry bench-marking against which data could be compared.

Thank you for your very interesting and well-thought out questions.

Best regards
Richard