This free survey is powered by QUESTIONPRO.COM
 

Thank you for agreeing to participate in this important survey on document process outsourcing. Your responses will be kept strictly confidential and only summary data will be shared with the survey’s sponsor.



The survey has 3 brief sections and should take only 6 to 8 minutes to complete. Please do your best to answer the questions accurately, as it may not be possible to back up or re-take the survey by clicking on the link again.



 
 

Before we begin, please help us understand your role in selecting document process outsourcing vendors for your organization.


 
I am one of the key decision-makers
 
I provide input / recommendations to decision makers
 
I am not involved / have minor role
 
 


Section One: Needs & Attitudes
 
 

Listed below are several things that a prospective document process outsourcing (DPO) vendor could offer you. Please indicate the extent to which you agree that each of these things is IMPORTANT to your decision about which DPO vendor to select for your organization.


Strongly disagree Disagree Neutral Agree Strongly agree
Systematic measurement and continuous improvement
Deep expertise in the document domain
An integrated end-to-end solution
The lowest possible price for your specifications
Access to innovation and proven technology
A high degree of flexibility and responsiveness
A highly trusted reputation
Service levels that are consistently delivered
Well-trained, professional onsite staff
Access to document best practices in your industry
Ability to integrate and manage equipment from all OEMs
 
 

Now please rank the following factors in order of their importance when deciding which document processing outsourcing vendor to select.


Innovation
Expertise
Price
Reputation
Service
People
Customization
 
 

We're now going to ask two sets of questions regarding your level of agreement with the following statements about various document processing activities. Please indicate the extent to which you would agree with the statements shown below when thinking about outsourcing traditional document process activities such as:



  • Mail services

  • Print / copy center management


Strongly disagree Disagree Neutral Agree Strongly agree
Unless there is a problem, I don't pay too much attention to these activities
We seek vendors that can give us access to critical best practices
A low upfront price is better than the promise of long-term savings
These activities are commodities where minimizing costs is key
We seek vendors that will measure and continuously improve these processes
 
 

Please indicate the extent to which you would agree with the statements shown below when thinking about outsourcing more specialized document process activities such as:



  • Records Management

  • Imaging / Scanning

  • Electronic Discovery

  • Litigation Support

Strongly disagree Disagree Neutral Agree Strongly agree
We seek vendors that can give us access to critical best practices
All vendors are essentially the same, so price is often the deciding factor
These activities are becoming much more important to our organization
We need online review and search tools for discovery that are easy to use
Companies should proactively prepare for discovery before it is needed
 
 


Section Two: Vendor Assessment
 
 

Please select the statement that best describes your experience with each of the document process outsourcing (DPO) vendors listed below.


NOT AWARE of this vendor AWARE of this vendor but have not considered using them Have CONSIDERED using but have not done so yet HAVE USED this vendor in the past but do not currently CURRENTLY USE as one of several DPO vendors This is our PRIMARY DPO VENDOR
Pitney Bowes
Xerox
Océ Business Services
Ikon
Kroll Ontrack
 
 

You said that you have not considered using Océ Business Services for your document process outsourcing needs. Please select the single statement that best describes why you have not considered working with this vendor.


 
I am not very familiar with what they have to offer
 
I am familiar with them but I don’t think they could serve our needs well
 
I believe they are too expensive
 
Their salespeople have not called on us
 
There are many other good options to choose from
 
 

You said that you have considered using Océ Business Services for your document process outsourcing needs but have not yet retained them. Please select the single statement that best describes why you have not yet retained this vendor.


 
There was no room to include them in our RFP process
 
They participated in our RFP but were too expensive
 
They participated in our RFP but their proposal was not strong
 
Their salespeople have not called on us
 
An opportunity to work with them has not yet arisen
 
There are too many other good options to choose from
 
 

You said that you have used Océ Business Services in the past but do not work with them currently. Please select the single statement that best describes why you no longer work with this vendor.


 
They were replaced by a lower cost competitor
 
We chose a vendor who offered a more appropriate solution
 
We were not satisfied with the quality of their work
 
We consolidated our DPO work with another vendor
 
 

You said that Océ Business Services is one of several document process outsourcing (“DPO”) vendors that you currently use. Please select the single statement that best describes why you have not consolidated more of your DPO work with this vendor.


 
I wasn’t aware that they could perform other DPO functions
 
They are good at what they do but other vendors are best for some DPO functions
 
It is too risky to consolidate too much DPO work with a single vendor
 
They have not proposed it to us
 
 

You said that Océ Business Services is your primary document process outsourcing vendor. How satisfied are you with their performance?


 
Very satisfied
 
Satisfied
 
Neutral
 
Dissatisfied
 
Very dissatisfied
 
 

Earlier you rated the importance of various document process outsourcing (DPO) needs. Now we would like you to assess how well two DPO vendors deliver these needs.


Based on what you know about Océ Business Services' performance in the document process outsourcing category, to what extent would you agree with the following statements about them?


Strongly disagree Disagree Neutral Agree Strongly agree
Provides access to document process best practices
Provides highly competitive pricing
Has a highly trusted reputation
Offers a high degree of flexibility and responsiveness
Can integrate and manage equipment from all OEMs
Offers an integrated end-to-end solution
Delivers consistent service levels
Has deep expertise in the document domain
Provides systematic measurement and improvement
Provides access to innovation and proven technology
Has well-trained, professional onsite staff
 
 

Before we rate the second brand, since we are almost done the survey, please go ahead and select the gift card that you would like to receive.


 
Amazon.com
 
Barnes & Noble
 
Target
 
I would not like or cannot accept a gift card
 
 

Based on what you know about Pitney Bowes' performance in the document process outsourcing category, to what extent would you agree with the following statements about them?


Strongly disagree Disagree Neutral Agree Strongly agree
Provides access to innovation and proven technology
Provides highly competitive pricing
Offers a high degree of flexibility and responsiveness
Delivers consistent service levels
Has well-trained, professional onsite staff
Has a highly trusted reputation
Offers an integrated end-to-end solution
Provides access to document process best practices
Has deep expertise in the document domain
Can integrate and manage equipment from all OEMs
Provides systematic measurement and improvement
 
 

Based on what you know about Xerox's performance in the document process outsourcing category, to what extent would you agree with the following statements about them?


Strongly disagree Disagree Neutral Agree Strongly agree
Provides access to document process best practices
Provides systematic measurement and improvement
Provides highly competitive pricing
Has a highly trusted reputation
Delivers consistent service levels
Has deep expertise in the document domain
Has well-trained, professional onsite staff
Offers an integrated end-to-end solution
Can integrate and manage equipment from all OEMs
Offers a high degree of flexibility and responsiveness
Provides access to innovation and proven technology
 
 


Section Three: Your Organization & Role
 
 

Which of the following document process functions does your company or organization currently outsource?


 
Mail Services
 
Print / Copy Center Management
 
Print / Copy Fleet Management
 
Records Management
 
Imaging / Scanning
 
Electronic Discovery
 
Litigation Support

 
 

Please select the primary vendor that your organization works with for each of the following document process activities. (If you do not currently outsource any document process activities, please skip to the next question.)


 
 

Earlier we asked you what your role was in the vendor selection process for document process outsourcing (DPO). We appreciate that your role may be different across various DPO categories, so please specify your role for each of the categories that your organization outsources.


 
 

Please select the category that best describes the industry in which your company or organization operates.


 
Associations / Foundations
 
Business Services
 
Education
 
Financial Services
 
Government
 
Health Care / Pharmaceuticals
 
High Tech
 
Information / Media / Entertainment
 
Insurance
 
Law Firms
 
Manufacturing
 
Telecommunications
 
Other (please specify)
 
 
 

Please select the functional area in which you work within your company or organization.


 
Administration / Corporate
 
Finance / Internal Audit
 
General Management
 
Human Resources
 
Information Technology
 
Legal Affairs
 
Operations
 
Procurement / Sourcing
 
Real Estate / Facilities
 
Sales / Marketing
 
Other (please specify)
 
 
 

Please select the title that best describes your role within your company or organization.


 
CEO / President / Owner / Partner
 
General Counsel / Chief Legal Officer
 
Other “C-level” role (e.g.; COO, CMO, CFO, CIO, CCO, CAO)
 
General Manager
 
Vice President / SVP
 
Director
 
Manager / Supervisor
 
Analyst / Staff member
 
Other (please specify)
 
 
 

Please select the title that best describes your role in your law firm.


 
Managing Partner
 
Partner
 
Chief Operating Officer / CAO
 
Chief Information Officer
 
Director of Facilities/Administration
 
Litigation Support Manager
 
IT Manager
 
Office / Facilities Manager
 
Legal Administrator
 
Associate
 
Paralegal
 
Other (please specify)
 
 
 

Who else in your firm has significant influence in the vendor selection process for document process outsourcing (for any type of DPO)?


 
CEO / President / Owner / Managing Partner
 
Chief Operating Officer
 
Chief Financial Officer
 
Chief Information Officer
 
Chief Administration Officer
 
General Counsel / Chief Legal Officer
 
Chief Compliance Officer
 
Procurement / Sourcing Manager
 
Facilities Manager
 
Office Manager
 
IT Manager
 
Litigation Support Manager
 
In-House Counsel
 
Financial Analyst
 
External Consultant
 
Other (please specify)
 

 
 

Would it be okay for one of our research managers to contact you for a brief follow up interview? We would like to spend a few minutes with you on the telephone to further probe some of the issues raised in this survey. An incentive will be offered to all interview participants as a token of our appreciation for your time.


 
Yes, it is ok to contact me
 
No, thank you
 
 

You have now completed our core survey, thank you very much for your participation. If you would be willing to continue and answer just 5 additional important questions, we would be happy to increase the value of your gift card and offer you an executive summary of key survey findings. Would you like to continue?


 
No, thank you, I will stop here and receive a $30 gift card
 
Yes, I will continue and receive a $55 gift card and an executive summary of key survey findings
 
 

Generally speaking, when your company or organization decides to outsource a document process activity, what is the primary motivation for doing so? Please select only one response.


 
Cost reduction
 
Improved process performance
 
To focus on our core business
 
Cannot say / don’t know
 
 

Please think back to the last time a document process outsourcing agreement came up for renewal. Which of the following statements best describes your organizations experience in the contract renewal process.


 
We utilized a formal request for proposal (RFP) process and retained our existing DPO vendor
 
We utilized a formal RFP process, and chose a new DPO vendor
 
We did not utilize a formal RFP process, and retained our existing DPO vendor
 
We did not utilize a formal RFP process, and chose a new DPO vendor
 
No contracts have come up for renewal yet
 
Don't know
 
 

Please express your level of agreement with the following statements based on what you know about the skills and capabilities needed to deliver the services listed.



"If a vendor was known primarily for their mail services, they could also credibly offer..."

Strongly disagree Disagree Neutral Agree Strongly agree
Records Management
Print / Copy Center Management
Print / Copy Fleet Management
Litigation Support
Imaging / Scanning
Electronic Discovery
 
 

Many DPO vendors offer a wide breadth of different services but may be mostly associated with one or two core services. Please express your level of agreement with the following statements based on what you know about the skills and capabilities needed to deliver the services listed.



"If a vendor was known primarily for their electronic discovery solutions, they could also credibly offer..."

Strongly disagree Disagree Neutral Agree Strongly agree
Litigation Support
Mail Services
Records Management
Imaging / Scanning
Print / Copy Fleet Management
Print / Copy Center Management
 
 

Listed below are 7 services that a DPO vendor could provide. Please rank these services based upon the relative importance of price in selecting a vendor to work with, with “1” representing the service which is most dependent on having a low price and “7” representing the service that is least dependent on price.


Print / Copy Fleet Management
Print / Copy Center Management
Mail Services
Electronic Discovery
Litigation Support
Imaging / Scanning
Records Management
 
 

Please rank these services in order of the extent to which there is a real, meaningful difference in what each vendor is offering, with “1” being the service that varies the most from vendor to vendor, and “7” being the service that varies the least across vendors.


Records Management
Electronic Discovery
Print / Copy Center Management
Imaging / Scanning
Print / Copy Fleet Management
Litigation Support
Mail Services
 
 

The last time a document process outsourcing agreement came up for renewal, did your company or organization retain its existing DPO vendor?


 
Yes
 
No
 
Don't know
 
 

You said that you do not currently outsouce any document process functions. Has your company or organization made the decision to begin outsourcing all or part of these activities?


 
Yes
 
No
 
Don't know
 
 

As you look forward over the next 12 months, how likely is your company or organization to begin outsourcing some of its document process activities?


 
Not at all likely to outsource
 
Somewhat likely to outsource
 
Very likely to outsource
 
Unsure / Do not know
 
 

When your company or organization begins to outsource some of its document process activities, what do you anticipate your role will be in the vendor selection process?


 
I will be one of the key decision-makers
 
I will help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I will not be involved in the vendor selection process but I will work closely with DPO vendors once they are selected
 
I will not be involved in the vendor selection process and I will not work closely with my organization's DPO vendors
 
 

Please select the sub-category of “Financial Services” that best describes your company’s primary focus.


 
Retail bank
 
Investment bank
 
Wealth management
 
Brokerage
 
Credit card issuer
 
Lending
 
Other (please specify)
 
 
 

Please select the level of "Government" for which you work.


 
Municipal
 
State
 
Federal
 
Other (please specify)
 
 
 

Please select the sub-category of “Health Care / Pharmaceuticals” that best describes your company or organization.


 
Hospital
 
Health management organization
 
Biotech company
 
Pharmaceutical company
 
Healthcare products
 
Other (please specify)
 
 
 

Please select the area of "High Tech" that best describes your company.


 
Computer hardware
 
Computer software
 
Computer services
 
Data services
 
Semiconductor
 
Other (please specify)
 
 
 
 

Please select the sub-category of "Information / Media / Entertainment" that best describes your company's primary focus.


 
Information
 
Media
 
Entertainment
 
Publishing
 
Television programming
 
Other (please specify)
 
 
 

Please select the sub-category of "Insurance" that best describes your company's primary focus.


 
P&C insurance
 
Life insurance
 
Health insurance
 
Specialty insurance
 
Reinsurance
 
Insurance brokerage
 
Claims processing
 
Other (please specify)
 
 
 

Please select the type of “Manufacturing” in which your company engages.


 
Discrete
 
Continuous process / flow
 
Other (please specify)
 
 
 

Please select the approximate range of annual revenue for your entire company.


 
Less than $50 Million
 
$50 Million - $500 Million
 
$500 Million - $1 Billion
 
$1 Billion - $5 Billion
 
$5 Billion - $10 Billion
 
More than $10 Billion
 
 

Please specify the number of lawyers in your entire firm (i.e., not just your particular office).


 
1-24
 
25-99
 
100-249
 
250-499
 
More than 500
 
 

Please specify the approximate number of full-time employees working for your organization.


 
1-24
 
25-99
 
100-499
 
500-2,499
 
2,500-9,999
 
More than 10,000
 
 

Please indicate the extent to which you would agree with the statements shown below when thinking about the outsourcing of print / copy fleet management.


Strongly disagree Disagree Neutral Agree Strongly agree
Low costs matter most, since all fleet management vendors are basically the same
We seek vendors that give us access to innovation and proven technology
We seek vendors that can integrate and manage equipment of other OEMs
All vendors claim to be "equipment neutral" but few really are
We would like to consolidate more of our equipment with a single OEM over time
Prospective vendors need to assess our needs much better up front
We are satisfied with our current vendors
We seek vendors that can significantly improve the productivity of our fleet
 
Please contact [email protected] if you have any questions regarding this survey.
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