Executive summary
A clear view of the most important risks and decisions.
Find the risks hiding in your Medallia program.
An independent review of configuration, dashboards, survey flows, data integrations, invitation logic, reporting, and governance.
Independent consultant. Not affiliated with or endorsed by Medallia, Inc.
Review areaPurpose
Configuration and governanceRoles, permissions, business rules, naming standards, release controls, and ownership.
Dashboards and reportingMetric definitions, filters, hierarchy alignment, role visibility, and executive reporting.
Surveys and invitation logicEligibility, branching, piping, quotas, reminders, exclusions, frequency, and QA coverage.
ETL, API, and SFTP flowsSource data, mappings, schedules, failure handling, reconciliation, and downstream impact.
Medallia DigitalTagging, properties, intercept logic, consent considerations, testing, and journey reporting.
01
When this is useful
CX teams that need confidence before rollout, after a migration, ahead of leadership reporting, or before expanding an existing program.
Results, dashboards, or counts do not look consistent
A major configuration change or migration has completed
The team needs an independent view before investing further
Governance, release, or ownership practices have become unclear
02
What the work covers
The exact scope is confirmed after qualification and discovery.
01
Configuration and governance
Roles, permissions, business rules, naming standards, release controls, and ownership.
02
Dashboards and reporting
Metric definitions, filters, hierarchy alignment, role visibility, and executive reporting.
03
Surveys and invitation logic
Eligibility, branching, piping, quotas, reminders, exclusions, frequency, and QA coverage.
04
ETL, API, and SFTP flows
Source data, mappings, schedules, failure handling, reconciliation, and downstream impact.
05
Medallia Digital
Tagging, properties, intercept logic, consent considerations, testing, and journey reporting.
06
Quality and release practices
Environment use, change control, validation evidence, monitoring, and rollback readiness.
03
What you receive
Detailed findings
Evidence-based observations organized by review area.
Risk and impact rating
A practical way to separate urgent fixes from longer-term improvements.
Recommendations
Specific next actions aligned to the program's current state.
Prioritized roadmap
An optional phased sequence for remediation and governance improvements.
04
Engagement approach
- 1
Scope
Confirm objectives, systems in scope, evidence, access, and timing.
- 2
Review
Inspect approved artifacts and configuration using sanitized or controlled access.
- 3
Prioritize
Share findings, agree priorities, and define practical next steps.
05
Not included by default
- Unlimited remediation or ongoing administration
- Official Medallia product support or vendor certification
- Production changes without explicit authorization
- Confidential respondent data during discovery
06
Access and confidentiality
- Use sanitized evidence first; request only the minimum approved access needed.
- Confirm authorization, confidentiality, conflicts, scope, and rates in writing before hands-on work.
- Keep client identities, implementation details, and outcomes private unless explicitly approved.
07
Frequently asked questions
How long does a health check take?
Timing depends on scope and evidence availability. A focused review can be time-boxed; a broad program review is scoped after discovery.
What access is required?
Start with sanitized documentation and a guided walkthrough. Any platform access must be approved, least-privilege, and confirmed in writing before work begins.
Will you make changes in our system?
Not as part of discovery. Remediation can be scoped separately after findings are reviewed and authorization is confirmed.
Can you work with our internal team or partner?
Yes. Reviews can support internal CX teams, implementation partners, consulting firms, or a joint delivery group.
A prioritized view of broken logic, data gaps, operating risk, and practical improvement opportunities.
Start with a short qualified request. A private meeting link is shared only after review.