SoftSight

Use cases · FieldworkOS

Run every supplier from one screen

The daily bottleneck for an agency, the whole operations team for a solo consultant, and the partner layer for a panel company. Past two or three suppliers, coordination becomes the job, and that manual tax quietly caps how many suppliers anyone is willing to run.

Three products, one job

  1. Open NetworkReach the audience no single panel can fill
  2. FieldworkOSRun every supplier from one screen
  3. SurveyGuardStop fraud at the door, not at reconciliation

All three work alone. Which one you reach for first depends on who you are and what is breaking.

The problem it solves

The tax is paid in hours,
and charged in reach.

A project manager running multi-supplier sample loses two to four hours a day to work that produces nothing: parsing quote emails, re-keying CPIs into a comparison spreadsheet, chasing test IDs, refreshing dashboards, and reconciling three sources at close.

Because that cost is per supplier, it sets a ceiling on how wide anyone will go. The fourth supplier is a judgement call, the seventh is unthinkable, and the audience that needed six gets quoted as not feasible. That is an operations problem wearing a supply problem’s clothes.

On a tight field window, most of the loss lands before field even opens. The RFQ round, the quote comparison, the negotiation and the link testing eat the days you meant to spend fielding.

The coordination tax, per supplier

2 to 4 hrs a day

Email triage & transcription

92% · daily

Quote comparison rebuilds

70% · per bid

Link setup & test-ID swaps

64% · per launch

Dashboard refreshing

86% · all day

Reconciliation archaeology

78% · per close

Share of each job that is mechanical enough to hand to the system. None of it is research. All of it scales linearly with the number of suppliers on the study, which is exactly why teams stop adding them.

What FieldworkOS does

One RFQ out, one comparable view back, one state per supplier.

FieldworkOS runs the supplier lifecycle end to end, and it runs over email, so suppliers change nothing on their side to work with you through it.

One RFQ reaches the whole network

The spec goes out to every supplier you want on the bid at once, whether that is your own roster, the Open Network, or both. Adding a supplier to the send costs a checkbox.

AI parses every reply, whatever the format

Quotes arrive as email bodies, PDFs and spreadsheets, and come back to you as one comparable view at quota-cell level: CPI, feasibility, LOI and turnaround, side by side.

CPI negotiated down to the cell, within your bounds

Counter-offers are made against real data and inside limits you set, so negotiation quality does not depend on which project manager happened to pick up the thread.

Go-live gated on tested redirects, not a calendar date

Launch waits on verified links and real soft-launch signal. A study cannot go live on the strength of someone saying the links were probably fine.

Every supplier in one explicit state

RFQ sent, under negotiation, awaiting test IDs, live, paused for quality, reconciling, invoiced. One screen answers where every supplier on every survey is, and every number drills to the row that produced it.

Reconciliation computed, not excavated

Completes are matched across sources at close and the schedule comes out line by line, in minutes rather than days of email archaeology, with the evidence trail attached.

Every AI extraction, negotiation step, verification, alert and state change is logged. The state machine is what enforces the rules: no launch before link tests pass, and no resume before a confirmed retest.

Use cases by team

Where the coordination tax actually bites.

Agencies feel it as capacity per project manager. Independents feel it as work with nobody to hand it to. Suppliers feel it in the partner layer. Insights teams feel it as documentation they cannot produce and invoices they cannot check.

Full-service agency

Close the last quota cell

The study is 92% complete and 0% delivered, because one rare cell sits at 31 of 75. No single supplier holds the missing respondents, but four together do. FieldworkOS makes adding those four cost what adding the first one did: one RFQ, parsed quotes, onboarding that proceeds on its own when a rate lands inside your bounds.

Full-service agency

The two-week turnaround

On a tight field window the pre-field week is the whole risk. Compressing the RFQ round, quote parsing, negotiation and link testing from days into hours means the field days get spent fielding instead of preparing.

Full-service agency

“Where is every supplier right now?”

Ops leaders get one live answer instead of an inbox, three spreadsheets and a WhatsApp thread. Every figure on the screen drills back to the row it came from, so the answer survives the follow-up question.

Full-service agency

Give project managers their day back

Quotes are parsed at high confidence and only the edge cases reach a human, pre-structured for one-click review. Hours of daily triage become a short queue, and the hours that come back are the ones worth paying a project manager for.

Independent researcher

Run multi-supplier fieldwork alone

With no project management team behind you, coordinating even three suppliers by hand is a full-time job on top of the research. One RFQ, parsed quotes and one state view are what let a one-person shop field the same study an agency would.

Sample supplier

Run your partner layer as a system

When a hard quota pushes a study past your own panel and into partners, the partner layer is coordinated the same way: one RFQ across partners, quotes parsed, states tracked, and per-partner thresholds that pause one partner on a breach without stopping the study.

Healthcare / specialist

Never re-burn an irreplaceable pool

At 8% incidence, sample you lose is sample you cannot buy again. In-field monitoring surfaces an over-terminating screener or a sourcing problem in the first hour rather than in the second week, while there is still a pool left to protect.

Client-side insights

A defensible, auditable trail

Insights teams get a complete record of who was sourced, at what rate, and what happened in field: the documentation that makes a methodology hold up when procurement, compliance or a sceptical stakeholder asks how the sample was actually built.

Client-side insights

Honest invoices

Respondent-level rate tagging means a mid-field CPI change on one hard quota cannot quietly rebill the whole study. The line-by-line schedule at close is the one you agreed to, and billing accuracy is one of the six metrics that follows the supplier afterwards.

The outcome

Going wide costs nothing.

The ninth supplier is as cheap to run as the first, so the number of suppliers on a study becomes a research decision rather than a staffing one. Once that ceiling is gone, “not feasible” stops being an operations problem masquerading as a supply problem.

Pairs with

Every respondent those suppliers deliver still has to be real.

Running nine suppliers cleanly is not the same as trusting what the nine send you. The wider you go, and the more expensive each complete gets, the harder the incentive pushes on the people you are paying. That is what SurveyGuard is for.

Which product first

All three work alone. Who you are decides where you start.

Together they cover sourcing a study, running it, and protecting what comes back. Nothing here has to be adopted in order.

If you areStart withBecause
Client-side insightsSurveyGuardYour name is on the data's integrity.
Full-service agencyFieldworkOSCoordination is your daily bottleneck.
Independent researcherFieldworkOSIt is the operations team you do not have.
Sample supplierFieldworkOSYour partner layer needs a system.
Healthcare / specialistOpen NetworkReaching the audience is the hard part.

Want to see all three on one study rather than product by product? The hard-to-reach sample walkthrough follows a single German healthcare study through six steps, from the shortfall to the reconciled invoice.

See it on your own work

Count the suppliers you left off the last hard study.

Whatever that number is, it was set by coordination cost rather than by supply. Bring a live study and we will walk it through the lifecycle as it would actually run.