As part of the gradual implementation of the Microsoft CRM solution, the objective is to collect, through a collective intelligence approach, detailed qualitative feedback (expectations, pain points, suggestions) to guide functional developments and change management by evaluating feedback from 1200 advisors.

Mission objectives:

• Design and management of the consultation:

• Identify issues, challenges, and areas of analysis with the project team.

• Build an online questionnaire/consultation favoring open-ended questions to encourage free expression from advisors.

• Select the most suitable tool for collecting and performing semantic analysis of the verbatim responses.

• Implementation and mobilization:

• Configure and publish the questionnaire online, ensuring accessibility for all advisors.

• Define and implement an internal communication plan to maximize the participation rate (information campaigns, reminders, relay points).

• Qualitative analysis and synthesis:

• Utilize collected data through semantic grouping, trend analysis, grouping into macro clusters and clusters, and identifying “nuggets” (weak signals, innovative ideas).

• Produce a structured synthesis including key learnings, areas for improvement, and recommendations for change management support.

• Reporting and management:

• Present results and recommendations to the project team during a dedicated session.

• Propose a detailed schedule of steps (scoping in September 2025, launch of the consultation in October, analysis in November, and reporting in December 2025).