1. Dashboard & Report Creation, Configuration, and Ongoing Support

Set up and maintain Qualtrics dashboards for real-time visualization of KPIs.

Configure filters, segments, and calculated fields for deeper insights.

Automate scheduled report deliveries to stakeholders.

Export and blend Qualtrics survey data with Excel, Power BI, Tableau, or Google Data Studio

for extended analysis.

Configure and maintain XM Directory, ensuring contact list hygiene, deduplication, and

integration with external CRMs or CDPs for personalized targeting.

Validate vendor-produced dashboards or reports to ensure data accuracy and alignment with

business requirements.

2. Integration with External Systems and Data Connectivity

Design, develop, and maintain integrations between Qualtrics and external systems (e.g.,

Salesforce, AWS S3, Snowflake, BigQuery, Adobe, or internal APIs).

Configure Qualtrics Data Connectors and APIs for automated data ingestion and export.

Manage authentication, permissions, and secure data transfer between systems.

Collaborate with data engineers and business analysts to align Qualtrics datasets with

enterprise data models.

Validate upstream and downstream data flows, ensuring integrity through QA and

reconciliation tests.

3. Automation, Scripting & API

Develop Python or SQL scripts to automate data extraction, transformation, and loading (ETL)

between Qualtrics and enterprise data stores.

Create and manage scheduled jobs for recurring integrations.

Use Qualtrics Workflows (Actions, Webhooks) to automate event-based notifications, data

routing, or record updates.

Execute historical data updates and backfills using Qualtrics API.

Monitor automation processes, troubleshoot failed runs, and implement retry or alert logic.

4. Data Analysis & Insight Generation

Perform upstream invitation data analysis.

Manipulate and transform files (CSV, JSON, Excel) to structure clean datasets for analysis.

Build pivot tables and perform exploratory data analysis to uncover trends.

Evaluate data accuracy and reliability through QA of vendor-delivered datasets or

dashboards.

Synthesize findings into actionable insights, answering What s the impact? type questions

for business partners.

Collaborate with BI and marketing analytics teams to merge survey data with CRM, product,

or behavioral data.

5. Backlog Management & Operational Execution

Maintain and actively manage the analytics and integration backlog in collaboration with

business stakeholders.

Prioritize and refine requirements to ensure alignment with strategic business goals.

Troubleshoot and resolve production incidents related to survey data, dashboards, and

integrations.

Route support tickets or enhancement requests to appropriate team members or vendors.

Document issues, root causes, and resolutions for knowledge sharing and process

improvement.

Collaborate closely with vendors, providing requirements, QA, and feedback on deliverables;

Define direction, and set expected deliverables and SLAs.

6. Survey Design, Configuration & Deployment

Translate business needs into survey designs, applying advanced logic, branching, embedded

data, quotas, and randomization.

Implement display logic and dynamic content to enhance respondent experience.

Set up email, SMS, and anonymous link distributions; monitor and optimize response rates.

Configure Qualtrics Mobile SDK and Website Feedback/Intercepts, including targeting,

creative setup, and integration with app/web codebases.

Test and debug surveys end-to-end to ensure correct data capture and logic flow.

7. Stakeholder Communication

Gather and document business requirements for new surveys, dashboards, and integrations.

Present findings and recommendations based on survey insights.

Train business users on dashboard interpretation and data best practices.

Ensure compliance with privacy and security standards (GDPR, CCPA) across all Qualtrics

Pi-square technologies is a Michigan (USA) Headquartered Automotive Embedded Engineering Services company, Synergy Partner for major OEMs and Tier 1s and their implementation partners in Automotive Embedded Product Development, Projects, Requirements Analysis, Software Design, Software Implementation, Efficient Build, Release Process, and turnkey software V & V Services. We have more than 20+ years of industry expertise with specialization in the latest cutting-edge automotive technologies such as Infotainment, connected vehicles, Cyber security, OTA, and Advanced Safety/ Body electronics.