Enterprise Dynamic Survey System

Project Overview

Designed and deployed a robust survey system for a national client. The system utilizes complex answer paths that dynamically alter subsequent questions based on user input. Integrated with a robust API network, it routes users to appropriate resources and automates service sign-ups with suppliers across the US.

Challenges

• Modeling and maintaining thousands of branching permutation paths where each user answer dynamically alters all subsequent questions

• Seamlessly integrating with legacy utility supplier APIs that use inconsistent data formats and authentication methods across regions

• White-labeling the entire survey experience so it can be deployed under different brand identities for each regional utility provider

• Ensuring the complex branching logic remains performant and responsive even as the number of possible paths grows over time

• Building a testing framework that can validate every critical path through the survey without requiring manual QA for each permutation

Solutions

• Engineered a dynamic routing algorithm that evaluates user inputs in real time and determines the optimal question path and service match

• Created a background API handshake system that normalizes data across multiple legacy supplier endpoints into a consistent internal format

• Built a scalable, config-driven architecture that supports national deployment with per-region branding, supplier mappings, and question sets

• Developed an automated path validation tool that tests critical survey flows on each deployment to catch logic regressions early

• Implemented detailed analytics tracking at each survey step to identify drop-off points and optimize completion rates

Results

• Automated thousands of service sign-ups monthly, eliminating the need for manual call-center processing of routine requests

• Drastically reduced inbound call-center support volume by routing users to the correct services before they ever pick up the phone

• Successfully integrated with a nationwide supplier network spanning multiple regions and utility providers

• Improved survey completion rates by identifying and removing friction points through step-level analytics

• Enabled the client to onboard new regional suppliers by updating configuration files rather than writing new code

Summary

An enterprise-scale dynamic survey platform built with React, Node.js, and AWS that automates service routing and sign-ups across a nationwide utility supplier network.