How It Works
One Workflow. Clear Ownership. Auditable Execution.
ROI Scorecard
Measurable outcomes across the study lifecycle: from first bid to invoice closeout.
70%
Cycle Time Reduction
Faster time-to-launch and fieldwork completion through automated task routing and fewer manual handoffs.
95%
SLA Adherence
Milestones hit on schedule with real-time SLA tracking and proactive escalation before deadlines slip.
60%
Rework Rate Reduction
Fewer rework hours per study by catching quality issues during build and fieldwork, not at reporting.
3×
Defect Escape Rate Improvement
More issues caught during execution through automated QC checks before they reach the client.
40%
Unit Cost Reduction
Lower cost per step as automation replaces manual coordination overhead across the delivery lifecycle.
<5%
Exception Rate
Automated steps requiring human review, keeping teams focused on judgment calls not administration.
Benchmarks based on workflow analysis and early deployment observations. Results vary by team size, study complexity, and operating maturity. We are happy to walk through the methodology on a demo call.
The Study Lifecycle
Within the PetaSight software platform, every study follows a governed sequence. Built-in AI agents execute defined tasks. Your team approves at software-enforced control gates. The Study Ledger records everything.
01
Intake
Capture bid/scope, requirements, stakeholders, and constraints. AI parses RFPs and drafts clarification responses.
Scope Lock· Sales + Research Lead sign-off
02
Plan
Blueprint the workflow, select tools and vendors, define approval gates and SLA targets for the study.
Launch Gate· Research + QA sign-off
03
Build
Questionnaire finalization, survey programming, translations, test links. AI assists programming; humans validate.
QC Gate· QA Lead sign-off
04
Fieldwork
Sampling release, live monitoring, quota management, and corrective actions. Daily guidance and anomaly flagging.
Report Gate· Research Director sign-off
05
Insights
Structured QC checks, reconciliation, insights packaging, reporting, invoicing, closeout, and archiving.
Invoice Gate· Finance approval
Control Gates
Automation without accountability is risk. Every stage transition requires explicit sign-off from a named owner.
Scope Lock
Sales + Research Lead
Confirm scope, pricing, and requirements before work begins
Launch Gate
Research + QA
Validate survey logic, translations, and test links before launch
QC Gate
QA Lead
Approve data quality, flag resolution, and remediation completion
Report Gate
Research Director
Sign off on insights, deliverables, and client-ready outputs
Invoice Gate
Finance
Approve final billing, vendor payments, and study closeout
See PetaSight in Action.
30 minutes. Tailored to your study types. We will show you the ROI model for your firm.