Questionnaire & Surveys

Fluvial questionnaires support rigorous business processes where accuracy, control, and analytical depth are paramount. We provide the flexibility to handle everything from simple compliance checklists to complex multi-party due diligence exercises.

Question Building

Fluvial supports all the regular input types:

• Rich Text Fields - Multi-line responses with formatting support and validation rules
• Multiple Choice Options - Radio buttons and dropdown selections with automated scoring
• Checkboxes - Boolean responses for compliance and verification requirements
• File Attachments - Supporting documents, evidence, and supplementary materials
• Embedded Media - Links to external resources, videos, and reference materials

Intelligent Question Organisation

Weighting and Scoring

Multi-Dimensional Scoring System

Unlike basic survey tools that treat all questions equally, Fluvial provides flexible scoring capabilities:

Flexible Weighting Strategies

• Question-Level Weights - Assign importance to individual questions
• Section-Level Weights - Weight entire categories or compliance areas
• Multiple Weighting Sets - Different scoring perspectives for the same questionnaire
• Normalised Calculations - Automatically adjust scores when questionnaire structure changes

Efficient, Objective Assessment

For criteria that demand nuanced human judgment — questions where answers are not simply right or wrong — Fluvial introduces Pairwise Comparison Scoring. Unlike traditional methods that force evaluators to assign arbitrary $1-10$ scores (prone to in consistency and personal bias), our feature leverages the mathematical rigor of the Elo ranking system. The system presents the evaluator with just two vendor answers at a time, asking only for a simple preference: “A is better than B,” reducing cognitive load and dramatically improving consistency.

The resulting relative ranking is then automatically normalized against user-defined anchor scores, ensuring the final score is both internally accurate and tied to an absolute quality scale. This process guarantees consistency (transitivity, technically) across all respondents, ensuring a robust, defensible score while maximizing evaluator productivity.

Faster, Auditable AI Evaluation

To further amplify these gains, our system integrates the optional power of Large Language Models (LLMs) into the pairwise workflow. The LLM handles the bulk of comparisons, using your extensive scoring guidelines and previous human judgments as context to quickly establish a baseline ranking.

This Human-in-the-Loop (HIL) approach ensures efficiency - the LLM performs hundreds of simple comparisons — while the human expert only intervenes for final validation or to adjudicate fine calls. Crucially, every LLM judgment is returned with a concise, auditable note explaining the specific rationale (e.g., “Vendor B was preferred due to concrete SLA metrics”). This fully auditable trail, combined with our system’s continuous feedback loop, ensures your evaluation process is transparent, data-driven, and constantly refining the clarity of your core guidelines.

Read more on the pairwise comparison feature announcement

Real-World Scoring Example

flowchart TD
    A[Financial Due Diligence] --> B[Revenue Quality - 40%]
    A --> C[Cost Structure - 30%]
    A --> D[Cash Flow - 20%]
    A --> E[Accounting Practices - 10%]

    B --> B1[Revenue Recognition - 60%]
    B --> B2[Customer Concentration - 40%]

    C --> C1[Fixed Costs - 70%]
    C --> C2[Variable Costs - 30%]

Collaborative Response Management

Status-Driven Response Workflow

For respondents, aach question can progress through a workflow:

• Not Answered - Initial state, awaiting respondent input
• Answered - Response provided, ready for review
• For Review - Flagged for expert evaluation
• Rejected - Requires revision or additional information
• Approved - Validated and accepted by reviewers

Multi-Party Collaboration

Role-Based Access Control

• Section-Level Permissions - Control who can see and respond to specific areas
• Response Assignment - Allocate questions to specific team members
• Review Hierarchies - Multi-tier approval processes for critical responses
• Audit Trails - Complete history of who answered what and when

Content Reusability and Efficiency

Questionnaire Template System

Import and Export Capabilities

• Section Import - Reuse proven question sets across multiple projects
• Spreadsheet Integration - Import existing questionnaires from Excel or CSV
• Template Libraries - Build organisational knowledge bases of proven assessment frameworks
• Cross-Project Sharing - Leverage successful questionnaires across different business units

Version Control and Evolution

• Template Versioning - Track improvements to questionnaire designs over time
• Change Impact Analysis - Understand how modifications affect existing projects
• Best Practice Evolution - Continuously improve questionnaire effectiveness based on response quality

Advanced Integration Capabilities

API-First Architecture

System Integration Options

• CRM Integration - Automatically populate vendor and client information
• Document Automation - Link to existing document repositories and compliance systems
• Analytics Platforms - Feed questionnaire data into business intelligence tools
• Approval Systems - Integrate with existing workflow and approval infrastructure

Data Source Integration

• Reference Sections - Automatically populate sections from external databases
• Third-Party Data - Integration with regulatory databases, financial systems, and compliance platforms
• Real-Time Updates - Dynamic questionnaire content based on external data changes

Competitive Advantages

Scalable Architecture

Advanced Analytics and Reporting

Regulatory Compliance Support

Getting Started

Implementation Approach

1. Assessment Planning - Work with our experts to map your current questionnaire processes
2. Template Development - Create reusable questionnaire templates for your most common use cases
3. Integration Design - Plan connections to your existing business systems and data sources
4. Pilot Deployment - Test with a limited scope to validate approach and train users
5. Full Rollout - Deploy across your organisation with ongoing support and optimisation

Success Metrics

Organisations typically see:

• 60-80% reduction in questionnaire setup time through template reuse
• 40-60% improvement in response quality through structured workflows and validation
• 90% reduction in manual scoring effort through automated analysis
• Complete audit compliance for regulatory questionnaire requirements

Future-Ready Features

AI and Machine Learning

Advanced Automation

• Dynamic Questionnaire Generation - AI-powered creation of questionnaires based on specific assessment requirements
• Smart Routing - Automatically assign questions to the most qualified respondents
• Intelligent Follow-up - Automated generation of clarifying questions based on initial responses

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Fluvial’s questionnaire system represents the evolution from simple data collection to sophisticated business intelligence gathering. It’s designed for organisations where the quality of information gathered directly impacts critical business decisions, regulatory compliance, and strategic outcomes.