Get started

Explore more

Panelista →

Establish efficient working methods and structure

Who doesn't appreciate a good structure? It's well known that structure can yield substantial insights with minimal effort. Not only does it make it easier to stay focused, but it also enhances efficiency and makes customer dialogues more enjoyable. Here are our top tips for gaining better insights without exerting a great deal of effort.

Set goals

Our users who establish goals for their customer interactions typically get started quicker and maintain a consistent work method. These goals serve as a powerful motivator for the team and simplify your project planning and prioritization process.

You might set goals like, "we will ask 10 questions to our panel throughout the year to enhance customer satisfaction and better understand our customers." Or, "we aim to expand our product to attract more customers. We will incorporate at least two enhancements based on customer feedback from our panel."

Goals enhance your focus and motivation, and they also provide more reasons to celebrate everyday successes with your colleagues!

Schedule time in the calendar in advance

A simple way to add more structure and streamline the workflow is to allocate time in advance for customer involvement. Ideally, there should be a fixed time in the calendar. Varberg Energi has their Panelista lunch, where they gather monthly to discuss upcoming questions. After lunch, they often go out and record the next panel question. At Skånetrafiken, they meet biweekly in their working group and prioritize the questions together.

Success factor: Team up

As you've probably guessed, a crucial component of success is teaming up in a work group and collaborating on customer dialogues. It becomes much more enjoyable, and you can share insights and learnings together. It's often advantageous if your group consists of members from different departments, bringing in diverse perspectives. This approach enriches the analysis and allows insights to spread quickly throughout the organization.

Feel free to switch between different teams based on new challenges and questions, and encourage new colleagues to ask questions to the panel. However, it's beneficial if there is a core group that manages the planning, allowing colleagues to participate in different projects and contribute to varying extents. If you run the panel yourself, the coaches at Panelista are always available to team up with.

Understand the target groups

As you ask questions to your panel, you get to know their needs and behaviors, such as what time they best answer questions, what kinds of wording work best, and when they answer your follow-up questions. Gain knowledge of that and you can take advantage of it to create even more value from your dialogues.

Spread the insights throughout the organization

Invite the organization to listen to what the customers are saying, and open up the possibility for them to join the customer dialogues, or share the insights and lessons you have gained.

Show the results of the panel discussions in large meetings and inform your colleagues about the outcomes of your panel questions. Post reports for everyone to see on the intranet, or in the Teams channel. Share positive customer quotes and feedback about the good job you are doing. Alternatively, gather a group of colleagues in a workshop and create a common understanding of improvement measures that customers mention.

The easiest way to disseminate the results is by sharing the interactive report or by saving images that you can add to your own presentation.

• Establish efficient working methods and structure
• Set goals
• Schedule time in the calendar in advance
• Success factor: Team up
• Understand the target groups
• Spread the insights throughout the organization